Lead/Pipeline Product To RFQ/PO

by
Odoo

22.45

v 11.0 v 12.0 Third Party
Live Preview
Required Apps CRM (crm)
Purchase Management (purchase)
Inventory Management (stock)
Technical Name sh_crm_products_po
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0
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Required Apps CRM (crm)
Purchase Management (purchase)
Inventory Management (stock)
Technical Name sh_crm_products_po
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0
Lead/Pipeline Product To RFQ/PO

Currently, in odoo, you can't create a purchase order/request for quote from lead or opportunity. This module allows creating a purchase order/ request for quotation from CRM (lead/opportunity). You can convert lead/opportunity to RFQ/PO.

Features


Easy to create a purchase order/request for quote from lead or opportunity.

You can add direct products in a purchase order from CRM.

The PO/RFQ smart button will show the top right in the form view.

You can easily see RFQ/PO related to lead/pipeline and quickly view as well.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v11.0.1 (24th February 2020)
  • Initial Release

Request For Quotation Flow

You can add a product from the "Product For Purchase" tab. PO/RFQ smart button will show the top right in the form view. Click the "Purchase Order" button to create a direct purchase order from lead or opportunity.


After press the "Purchase Order" button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the request for quotation.


Click the PO/RFQ smart button to see created RFQ/PO.


PO/RFQ smart button list view looks like below.


In that form view, you can see the lead where PO/RFQ created directly and also can see product detail.


Purchase Order Flow

You can add a product from the "Product For Purchase" tab. PO/RFQ smart button will show the top right in the form view. Click the "Purchase Order" button to create a direct purchase order from lead or opportunity.


After press the "Purchase Order" button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the purchase order.


Click the PO/RFQ smart button to see created RFQ/PO.


PO/RFQ smart button list view looks like below.


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