Merge Purchase Orders - Preview, Strategies & Traceability
by Cerevantix Technologies https://cerevantix.com$ 27.99
See the merge before you commit it — not after
Preview-driven, strategy-based consolidation of RFQs and purchase orders for the same vendor, with an impact calculator and per-line origin traceability — built on top of Odoo Purchase.
Buyers who order repeatedly from the same vendor end up with a pile of small, separate RFQs and purchase orders. Each one has to be opened, reconciled, and chased individually, and Odoo's standard flow gives no way to combine them, no preview of what a merge would produce, and no record of which line came from which original document.
A wizard-driven merge that flags candidates automatically, lets you pick a strategy in plain language, and shows the consolidated lines, quantities, and totals before anything changes. Every merged line keeps a record of the order it came from, and every original keeps a link back to the result.
Everything a merge should tell you upfront
Every capability below is implemented in the module.
Pre-merge preview
Open the wizard and see the consolidated lines, quantities, and totals before anything is created or cancelled — nothing commits until you confirm.
Before / after impact calculator
The wizard totals line counts, quantities, and untaxed amounts for the selected orders and for the merged result, side by side, before you commit.
Labeled merge strategies
Choose a new order or an existing one as the target, and cancel or keep the originals — each combination is described in plain language in the wizard itself, so there is no guessing what a strategy will do.
Automatic line consolidation
Identical products across the selected orders are summed into a single line instead of stacking duplicates, with a buyer-selectable price rule — lowest, highest, or quantity-weighted average.
Per-line origin traceability
Every merged line carries a "Merged From" tag naming the source order or orders it was built from, so the result can be audited line by line, long after the merge.
Proactive merge-candidate detection
An info banner appears on any open RFQ or order that has other mergeable documents for the same vendor, with a one-click "Review & Merge" button — no popups, no nagging.
Multi-select merge from the list
Select several RFQs or orders in the list view and launch "Merge Purchase Orders" straight from the Actions menu — no need to open each one first.
Merge beyond draft state
Optionally allow confirmed purchase orders into a merge, restricted to a Purchase Manager and automatically excluding locked orders or orders with a posted vendor bill.
Reverse link and smart button
The merge target shows a "Merged Sources" smart button counting its origins; each cancelled or kept source shows a direct link back to the order it was merged into.
How it works
Select the orders
Click the merge-candidate banner on an order, or multi-select several RFQs or orders in the list and choose "Merge Purchase Orders" from Actions.
Choose a strategy
Pick a new or existing target order, decide whether originals are cancelled or kept, and set the consolidation price rule — each option is explained in the wizard.
Review the preview
Check the consolidated lines, their origins, and the before/after impact calculator before confirming anything.
Confirm the merge
The target order is created or updated, originals are disposed of per your choice, and both sides keep a traceable link to the other.
See it in action
From spotting duplicate orders to a fully traceable, consolidated result.
The standard RFQ list, ready for multi-select merging straight from the Actions menu.
A quiet info banner flags other open orders for the same vendor, with a one-click "Review & Merge" button — no popups.
The wizard: strategy guide, before/after impact calculator, and a live preview of the consolidated lines with their source orders listed under "From".
The resulting order: a "Merged Sources" smart button and a "Merged From" column on every consolidated line.
A cancelled source order links straight back to the order it was merged into, so nothing is left orphaned or unexplained.
Set defaults from Purchase Settings: whether confirmed orders may be merged, the default disposition of originals, and the default price rule.
Frequently asked
Does this replace Odoo's native "Merge" action?
No. Odoo's built-in merge stays exactly where it is. This module adds a separate, wizard-driven flow with a pre-merge preview, a choice of strategies, an impact calculator, and per-line origin traceability — none of which the native action provides.
Can I merge confirmed purchase orders, not just draft RFQs?
Yes, if you enable it in Purchase Settings. Confirmed orders can only be merged into a new target, only by a Purchase Manager, and any order that is locked or has a posted vendor bill is excluded automatically.
What happens to the original orders after a merge?
You choose, per merge: cancel the originals once the target holds their lines, or keep them open. A default is configurable in Purchase Settings, and every original keeps a link back to whatever it was merged into.
Does it also merge vendor bills?
Not in this version. v1 covers RFQs and purchase orders for a single vendor, company, and currency. Orders with posted vendor bills are excluded from merging rather than touched.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Merge Purchase Orders adds preview-driven, strategy-based consolidation of RFQs and purchase orders for the same vendor to Odoo Purchase, with an impact calculator and full per-line origin traceability.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 696 |
| Technical Name |
cerevantix_merge_purchase_order |
| License | OPL-1 |
| Website | https://cerevantix.com |
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