Odoo
Implementation
Sale Qutotation & Purchase RFQ Creation From Portal | Portal Order Management | Portal Sales & Purchase Creator | Portal SO/PO Creation
by Creyox Technologies https://www.creyox.com
Odoo
$ 69.82
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Website (website) • Invoicing (account) • Discuss (mail) |
| Lines of code | 967 |
| Technical Name |
cr_portal_quote_and_rfq |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Website (website) • Invoicing (account) • Discuss (mail) |
| Lines of code | 967 |
| Technical Name |
cr_portal_quote_and_rfq |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Sale Order & Purchase Order Creation From Portal
Overview
Sale Order & Purchase Order Creation From Portal is an Odoo module that enables both customers and vendors to create and manage Sale Orders and Purchase Orders directly from the portal. With this module, authenticated portal users gain self-service capabilities to initiate orders without requiring internal users to intervene. Customers can submit sale orders for products or services, while vendors can place purchase orders seamlessly from their portal accounts.
The module ensures smooth and secure order processing by integrating with Odoo’s native sales and purchasing workflows. Users can view order status, download order documents, and track order progress in real time. This reduces administrative effort, speeds up the order cycle, and enhances user satisfaction through greater autonomy.
Hot Features
Create Sale Quotation
Create Purchase RFQ
Easy To Create New Customer
No login or authentication required
Self-managed orders via portal
Download order documents from portal
Features
Customers and Vendors to create orders directly from the Odoo portal.
Customers can create and submit sale orders for products.
Vendors can place purchase orders via their portal accounts.
Download order-related documents directly from the portal. Reduces administrative delays and accelerates order processing.
Reduces administrative delays and accelerates order processing.
Work Flow Of SO & PO Creation From Portal
- User need to navigate to Website >> My Account here user will see 2 menus Create a Sale Quotation & Create a Purchase RFQ.
- Further when user click on Create a Sale Quotation will open a form ask certain values & buttons for adding product & generating the sale quotation.
- User need to select customer & product, on selecting product will set the unit of measure & price automatically and quantity is to be set manually and then clicking on + Add Product add line into the table below.
- Lastly user need to click on Generate Quotation.
- Here for any reason if user has not selected the customer will show a alert message.
- On clicking Generate Quotation will create a quotation showing a success page with button Access Sale Order to redirect to created sale quotation.
- Clicking Access Sale Order will open a created sale quotation.
- User can also access the created sale quotation from portal My Account having menu Quotation to Review.
- If for any case user don't find name in customer field in sale quotation search then user can select + Add New Customer option.
- + Add New Customer option selection will open a popup asking details.
- With the details field user need to click Create Customer button & i will create customer with entered details showing a success message.
- Similarly when user will click on Create a Purchase RFQ will again open a form asking certain values.
- Similarly like sale quotation when user will select customer, product & click on + Add Product will add a line into table.
- Clicking on Generate Purchase RFQ will create a purchase RFQ record showing a success page with button Access Purchase Order.
- Clicking on Access Purchase Order will open a purchase order.
- User can also access the purchase rfq created from the portal My Account having menu Request For Quotation.
- Similarly if for any case user don't find name in customer field search in purchase rfq then user can select + Add New Customer option.
- + Add New Customer option selection will open a popup asking details.
- With the details field user need to click Create Customer button & i will create customer with entered details showing a success message.
Our Services
- The app is designed to help customers & vendors to create sale quotation or purchase RFQ for any product or service from the portal.
- Yes, the module allows user to create new customer if not a customer or vendor.
- No, there no such limitations on sale quotation or purchase rfq creation per user or customer.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
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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