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Fri, 12/24/2010 - 02:11
sadist
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Not asking for an extensive ERP system, but a light one to invoice an issue a Quotation/Estimates. I am aware of all the other modules like:
erp
invoice
simple_invoice
or some other integrations with 3rd parties.

Those modules are either too huge, or just redundant. I need it to work within Ubercart so that it will just use the same libraries, functions, templates and all without re-creating another wheel.

What I'm trying to achieve is the capabilities for the site owner to issue Estimates and Invoices to customers that don't buy it through the Ubercart shopping cart.

So the scenario should be like this:
Site owner issue a Quotation/Estimates to a customer. This, will generate a printed version and a web based with a link/button for user to make payment (Ubercart checkout page with all payment options). Once paid, an invoice receipt will be created with the Quotation number (if any).

*I stated 'if any', for invoices that has no Quotations

Any ideas?

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Tue, 01/25/2011 - 12:55
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matteoraggi
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Re: Estimates/Quotations and Invoice

For quotations you can check it: http://drupal.org/project/uc_quotes

http://www.hotelsupplies.us

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Thu, 01/27/2011 - 02:33
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sadist
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Re: Estimates/Quotations and Invoice

hi matt, thanks for the reply.

uc_quotes.module is meant for the site to change the function of "Add to cart" button to "Request for quotes". and AFAIK, that's all it does.

what I'm requesting is a way for admin to create an 'estimate' node-type, which will be integrated with all products in the system with descriptions, attributes, prices, etc. this quotation/estimate, will be copied to an invoice node-type once the client agreed on.

in other words, it's just a small erp system to be integrated in ubercart.

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Sat, 05/07/2011 - 02:48
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ppvg
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Request For Quotation With Existing Prices on Site

I'm looking for a module that will allow the existing site to generate an invoice that is instead labeled QUOTATION. I have customers that need a quote to use as a basis for a purchase order. The site has all the information necessary including the pricing, taxes and shipping charges. Rather than having me generate the quote manually , Ubercart would by changing the printable invoice, and the Add to Cart features into a Add to Quotation / Generate an Online Quotation option.

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