Show Quotation/Estimate Confirmed Quantity In Forecast

Odoo’s standard Product Forecast Report calculates Forecasted Quantity using the formula:

On Hand + Incoming - Outgoing = Forecasted Qty

1. Incoming includes Purchase Orders and Manufacturing Orders in Confirmed stages.
2. Outgoing includes only Sales Orders and Manufacturing Orders in Confirmed stages.
3. Quotation-stage sales (e.g., Estimates) are excluded from the Outgoing quantity.

This creates an inaccurate forecast when Estimates with a paid deposit indicate a strong customer commitment, even if the sales order isn’t fully confirmed.

The Show Quotation/Estimate Confirmed Quantity in Forecast feature enhances Odoo's forecasting engine by:

1. Including product quantities from Sales Estimates (in stages: Estimate, Estimate Sent, Estimate Confirmed, Quotation Sent)
2. Only including those with Deposit Status = PAID
3. Accurately reflecting committed demand in the Outgoing forecast quantity

This feature ensures that inventory planning considers real customer commitments earlier, leading to better replenishment and production planning.

Example Use Case

A business offers high-value products through Estimates before fully confirming a Sales Order.

1. A customer accepts the estimate and pays a deposit.
2. The estimate remains in "Estimate Confirmed" or "Quotation Sent" stage.
3. Without this feature, the product’s demand is not visible in the Forecast.
4. With this feature, the Outgoing quantity includes the estimate, allowing timely procurement and stock planning.

Key Benefits

1. Improved Forecast Accuracy
   Reflects paid estimates in demand, giving a more realistic picture of outgoing quantities.
2. Early Demand Visibility
   Recognizes customer intent earlier by including committed estimates.
3. Better Inventory Planning
   Helps prevent stockouts by considering forecast impact from paid quotations.
4. Customizable Logic
   Filters outgoing additions only to estimates where Deposit is PAID, ensuring precision.
5. Supports Sales Strategy
   Aligns inventory with sales practices where estimates are heavily used.

Conclusion

The Show Quotation/Estimate Confirmed Quantity in Forecast feature extends Odoo’s forecasting capability to recognize paid sales estimates as part of true demand. This supports businesses with long or estimate-driven sales cycles by ensuring their stock forecasting reflects real commitments—even before full sales order confirmation. It enables smarter purchasing and production decisions, reduces delays, and strengthens customer satisfaction.