| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 119 |
| Technical Name |
eg_crm_opportunity_purchase |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 119 |
| Technical Name |
eg_crm_opportunity_purchase |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
CRM Opportunity Purchase
The CRM Opportunity Purchase module enhances the CRM functionality by allowing users to create Request for Quotations (RFQs) or Purchase Orders directly from the CRM Opportunity or Pipeline. This feature enables efficient management of vendor selections, streamlining the purchasing process based on products listed in the CRM.
Highlight CRM Opportunity Purchase
Generate RFQs or POs directly from CRM opportunities or pipelines.
Automatically group product lines by vendor for easier RFQ creation.
View all RFQs/POs directly within the CRM Opportunity form.
Features
Screenshots
Support
Service
Features
Create RFQ from CRM Opportunity:
Users can easily create an RFQ or Purchase Order using the "Create Vendor RFQ" button on the CRM Opportunity/Pipeline form.
Automatic Grouping by Vendor:
The module automatically groups product lines by vendor when generating RFQs from the opportunity form.
Smart Button for RFQs/POs:
A smart button on the Opportunity/Pipeline form allows users to view all created RFQs and Purchase Orders related to that opportunity.
CRM Reference Storage:
PThe CRM Opportunity reference is stored on the RFQ/Purchase Order form, ensuring easy traceability.
Screenshot
1) CRM Opportunity / Pipeline Form:
This screenshot shows the standard Odoo form with the "Create Vendor RFQ" button, enabling RFQ creation from the opportunity.
2) RFQs/POs from CRM Pipelines:
After creating RFQs/POs, users can see all created RFQs from the smart button on the opportunity/pipeline form
Navigation : CRM → Reporting → Pipline
3) Draft State List View of Created RFQs/POs:
Displays a list view of all created RFQs and Purchase Orders in a draft state.
4) Detailed View of Created RFQ/PO:
here user can see that in this Purchase Order, a product related to "Deco Addict" will come in the same purchase order. same for the other vendor too.
5) Purchase Order's Other Information view:
In this tab, the user can see the CRM opportunity by which they can identify the PO. The same for the other vendors.
User Guide
Suggested Products
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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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