$ 20.95
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 165 |
| Technical Name |
kaz_crm_opportunity_purchase |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 165 |
| Technical Name |
kaz_crm_opportunity_purchase |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
Kaizen CRM Opportunity to RFQ & Purchase Order
for Odoo (CRM-Integrated)
Transform your sales pipeline into a seamless procurement engine. Capture product requests on each CRM opportunity, auto-group lines by supplier, and generate vendor-specific RFQs and purchase orders with a single click. Enjoy real-time on-hand stock visibility, full traceability back to the originating opportunity, and faster vendor engagementâall within your Odoo environment.
© 2025 Kaizen Principles
What's New in Kaizen CRM Opportunity to RFQ & Purchase Order for Odoo
Instant RFQ Dispatch
Automated Vendor Grouping
Real-Time Stock Levels
Opportunity Traceability
Actionable RFQ Dashboard
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Real-Time RFQ Insights
Supports Vendor Filtering
Pricing Transparency
Data-Driven Selection
Simplified Reporting
Kaizen's Top App Recommendations
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Stock Report PDF
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Kaizen CRM Opportunity to RFQ & Purchase Order
Get immediate visibility into RFQ statuses, vendor groupings, and on-hand stock levels. Generate comprehensive PDF reports for RFQs and purchase orders at any stage, ensuring your procurement activities are always transparent, traceable, and perfectly aligned with your sales pipeline.
Create Vendor RFQ from Opportunity
Review Draft RFQs & Purchase Orders
View and Manage RFQ Form from CRM
Trace RFQs Back to CRM Opportunities
Detailed View of Vendor RFQ with CRM Link
Create Vendor RFQ from Opportunity
Easily initiate the purchasing process by clicking the Create Vendor RFQ button from any CRM Opportunity. The system automatically groups product requests by vendor and generates draft RFQs for each supplier, directly linked to the sales pipeline. This ensures fast, organized procurementâright from your sales workflow.
View Linked RFQs & Purchase Orders
After generating RFQs from the CRM Opportunity, each product request line is automatically linked to its corresponding Purchase Order and Order Line. Easily track procurement progress, check RFQ status, and ensure traceabilityâright from the opportunity form. The RFQ counter also updates in real time.
Review Draft RFQs & Purchase Orders
After creation, all generated RFQs appear in a centralized list view in Draft status. You can easily review details such as vendor, order value, deadlines, and link back to the originating opportunity. This ensures a clear, actionable view before sending RFQs to vendors.
View and Manage RFQ Form from CRM
Access and manage the full RFQ or Purchase Order form generated from the CRM Opportunity. Review vendor, product, pricing, and delivery detailsâall prefilled from the CRM context. Linked opportunities are clearly visible, ensuring traceability from sales to procurement without switching modules.
Trace RFQs Back to CRM Opportunities
Each RFQ or Purchase Order created from a CRM Opportunity is clearly linked back to its source. This allows procurement users to instantly understand the sales context behind each requestâimproving collaboration between sales and purchasing teams and ensuring full process transparency.
Detailed View of Vendor RFQ with CRM Link
Access the full RFQ form, complete with vendor, deadline, pricing, and product detailsâall auto-filled from the CRM Opportunity. The form maintains a live link back to the opportunity, ensuring a seamless connection between the sales team and procurement activities.
Why Kaizen
You know us as the makers of the Odoo "Kaizen CRM Opportunity to RFQ & Purchase Order for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
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