ERPNext Price Estimator

🚀 Introduction

This tool helps ERPNext implementation partners prepare structured and consistent implementation estimates. It enables estimation consultants to capture client requirements module-wise, review standard implementation tasks, and arrive at realistic effort estimates based on applicable scope.

✨ Key Features

1. Task-based module masters — each module contains predefined implementation tasks with scope details, involved DocTypes, and default effort estimates.
2. Dynamic estimation — selecting modules automatically loads relevant tasks into the estimation document, where partners can mark applicability and add client-specific tasks.
3. Effort and cost calculation — cumulative configuration effort, other effort, total hours, and cost are calculated based on applicable tasks and selected rates.
4. Print format — generate a structured estimation summary that can be shared with customers.

🛠 Installation

Using bench, install ERPNext as mentioned here.

Once ERPNext is installed, add PRM app to your bench by running

$ bench get-app erpnext_price_estimation https://github.com/frappe/erpnext_price_estimation.git

📘 User Guide

ERPNext_Price_Estimation.mov

1. Estimation

Go to the "ERPNext Price Estimation" module, or create via awesomebar.

1. Start a new estimate

2. Select the modules

Once you select the module, the estimate will be auto-updated. Edit as required.

3. Add custom tasks if applicable

4. Set your hourly rate

5. Add the Frappe Cloud details

6. Add the AMC details

7. Review and Save

2. Generating Print Formats

Go to the "Print Formats" section. Select "Price Estimation PF" Customize the print format if needed and generate the document.

🤝 Contributing

Please raise a pull request to add enhancements!

📜 License

MIT See license.txt for more information.