v 8.0 v 9.0 v 10.0 v 11.0 Third Party 12
Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
Included Dependencies
Technical Name product_selection_wizard_purchase
LicenseSee License tab
Also available in version v 9.0 v 11.0 v 8.0
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Required Apps Purchase Management (purchase)
Inventory Management (stock)
Invoicing (account)
Included Dependencies
Technical Name product_selection_wizard_purchase
LicenseSee License tab
Also available in version v 9.0 v 11.0 v 8.0
When you request products info from a supplier, you face serious troubles to pick up definite variants. Quick Odoo search results are too big to make a decision. Advanced Odoo search leads to zero results, and it is uncomfortable due to slowdowns and oversaturated interfaces. This app is the only solution to your problems. Purchase Screening is the fastest purchase manager tool to easily find and select products to purchase orders among broad list of goods. In case you have more than hundred of products, this tool is for you:
It is simple to use: a few clicks to achieve viable results. Keep yourself comfortable!
It is a source of all details: individual prices, suppliers, descriptions. Make a rational choice!
It is the fastest possible: it takes a few seconds to find the only required among thousands of product variants. Save time and nerves!
It is flexibly configurable: as search criteria you use any and only necessary attributes and custom fields. Your own choice without tech skills!
It motivates to find alternatives and accessories. Think of margins!

Easy to use

  1. Push the button 'Select products' on an request for quotation header to start screening. The button is available until an order is confirmed
  2. Only viable product fields and product attributes are included into the search by your own. Observe the'Simple configuration' section
  3. As soon as you enter a new criteria, all many2one fields and product attributes would not let you choose values which lead to zero results. It significantly increases user comfortability and speed of selection
  4. You can see the number of found products in a real time on the special 'Show' button
  5. As soon the search leads to a few feasible results, just push 'Show' and find products in a temporary results' table (the tab 'Found products'). Select any and press 'Add' to add it to the final products' table (the tab 'To add'), or firstly observe accessories and alternatives
  6. Search products as many times as you need to, define required quantity, then add them all to an RFQ at once
  7. Clear all filters with a single button "Reset" click, and start the search from scratch. The table 'To add' would not be cleared

Simple configuration

  1. As a filter you may add any product attribute. Just put the flag 'Sale Selection'. See the sales settings, the menu 'Product categories and attributes' > 'Attributes'. Attributes appear in the search wizard in the same order as they are there
  2. Assign any product fields for the Screening. See the sales settings, the menu 'Product categories and attributes' > 'Product fields' (do not forget to put 'Sale Selection'). Order of parameters are shown according to the 'Sequence' field. All fields of the following types are available for options (including custom ones):
    1. Boolean, Selection, Many2one fields. '=' and '!=' operators are of use. For many2one: '=' supports hierarchy. So when, you are searching for a category, all products of this category and of its child categories are found
    2. Integer, Float, Date and Datetime fields. '=', '!=', '<', '>' operators work.
    3. Char fields. Use the operators '=', '!=' and 'ilike'. The latter one let you find similar names
  3. Change attributes and fields of the Screening as soon as you decided. Just few clicks!
  4. Purchase managers are allowed to make configurations. No technical knowledge is needed

All Details to Make a Decision

  1. Right in the found products table: learn an individual supplier price with all discounts according to a pricelist
  2. Click on a line of found products to observe all possible descriptions (internal, purchase, sale) to make a rational choice
  3. Click on a line of found products to learn who else might supply a product
  4. Right in the found products table: be aware of sale price to make sure a purchase is profitable
  5. Already chosen goods are marked blue in new searches
  6. Check stocks in a warehouse or location. This is the extra feature provided by the app 'Stocks by locations' .

Think of margins

  1. Push "Alternatives" to consider purchasing better substitutes or with lesser costs.
  2. Have you found a required product? Are you sure, that no accessories are needed? No problems: observe them in a single click.
  3. If you don't require accessories and alternatives, just turn them off in the app's settings.

Fastest search possible

  1. The Screening if fully optimized using SQL operators in order to avoid slowdowns. It is in dozens times faster then standard Odoo tree view search
  2. Results are not shown each time you enter criteria to avoid picturing slowdowns. Simultaneously you might see the number of found products on the button 'Show'
  3. Search filters of attributes and many2one fields are restricted according to the previously chosen filters. It let you select only feasible options.

The search is tested on 30,000 SKUs, and provides results in seconds.

Screening Wizard

Odoo Screening Wizard

Add a few Products Simultaneously

Odoo Add a few Products Simultaneously

Make an RFQ

Odoo Make an RFQ

Alternatives for a Better Choice

Odoo Alternatives

Do not Forget Accessories

Odoo Accessories

Product attributes as search criteria

Odoo Product attributes as search criteria

Product fields used to select variants

Odoo Product fields used to select variants

Configure features visibility

Odoo Configure features visibility

Costs, Suppliers, Descriptions and - the extra feature - Stocks by Locations

Odoo Required Data

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/414m4k

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/djpo5a

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://faotools.com/s/v1vm6q

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/q4njbz

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.

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  • Purchase Screening restricts search for 'active' and 'purchase_ok' goods
  • In order the wizard view is updated, create a new field or a new attribute
  • Make sure users have an access to the Odoo purchase settings in order to configure fields and attributes as search filters
  • Entering the very first filter is the slowest, since it has to search over all Odoo products. That's why the optimal strategy is to fill/clear filters one by one gradually limiting a search scope. The app relies upon SQL requests: we think it is the fastest possible way

Required dependencies

Make sure you have installed: * the core module 'product_selection_wizard' (published in the Odoo official store) * the module 'product_accessories_and_alternatives' (published in the Odoo official store) * the module 'page_dynamic_values' (published in the Odoo official store) * the module 'purchase_attributes_conf' (published in the Odoo official store) * surely, the basic Odoo apps 'purchase' & 'product'

Potential improvements

  • Currently it is impossible to use the same field twice. For float and integer fields it is planned to introduce the operator 'between' for that case
  • Selection fields are not restricted based on the previous choices. Only many2one and product attributes criteria
  • We consider searching by inclusion into one2many & many2many fields, but we are not sure it makes sense. The same is for full-text searches
Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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Pricelists issue
Denis Baranov
on 9/7/17, 9:39 AM

Hello, thank you for your feedback. We just fixed the feature: now purchase price is correctly set. Besides in Odoo 10 you might edit it right from the screen 'To Add'

Vendor pricelist is not used in the purchase order
Stephen Chan
on 9/6/17, 4:44 AM

Hi, I'm evaluating your module and I found this case. For this product, I entered 3.99 in the product vendor pricelist for vendor Ironge. Product: internal reference 12184808B In the 'Found Products' detail, I can see the vendor Ironge is showing 3.99 unit price. I added this product and click the 'Select'. In the RFQ screen, the product is carried over. However, the unit price in the RFQ item is ZERO, instead of 3.99 Is it a bug or designed this way? Another question: In the 'Found products' tab, can the view XML be modified to add or remove some fields?