RFQ-Purchase Order From CRM Opportunity
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 29.32
| 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 |
crm_opportunity_purchase |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| 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 |
crm_opportunity_purchase |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Generate Purchase Orders and RFQs Directly from CRM Pipeline / Opportunity
Generate RFQs and Purchase Orders Directly from Odoo Lead / Opportunity Pipeline
Streamlined Purchase Order Creation from CRM Leads / Opportunities / Pipeline in Odoo
This app enables your sales team and users to efficiently generate Purchase Orders (PO) or Requests for Quotation (RFQ) directly from CRM Leads, Opportunities, or the Sales Pipeline, streamlining the process and eliminating the need for manual entry. As demonstrated in the screenshots below, users can seamlessly convert sales opportunities into procurement documents, improving workflow efficiency.
Main Features:
- RFQ / Purchase Order Creation from CRM Opportunity / Pipeline
Allows users to create Requests for Quotations (RFQs) or Purchase Orders (POs) directly from CRM Opportunities or the Sales Pipeline for selected vendors. This feature streamlines the transition from sales to procurement processes. - View Created RFQs / Purchase Orders via Smart Button
Provides a smart button on the Opportunity/Pipeline form to allow users to easily view all RFQs and Purchase Orders that have been created from the corresponding CRM opportunity. This ensures quick access and efficient tracking. - Vendor-based RFQ Creation
RFQs will be generated based on the vendors selected for each product line within the opportunity form. Each product line will be grouped by its respective vendor, ensuring that multiple RFQs are created when there are multiple vendors involved. - CRM Opportunity Reference on RFQ / Purchase Order
The CRM Opportunity reference will be automatically stored in the corresponding RFQ or Purchase Order form in Odoo, maintaining a clear link between the sales opportunity and the procurement document for easy tracking and management. - For additional information, please refer to the screenshots below and watch the video tutorial.
Edition Compatibility:
Enterprise Odoo.sh Community
Create Vendor RFQ Button in CRM Opportunity / Pipeline Form (Odoo Standard)
RFQ Creation Based on Vendor Selection in Product Lines on CRM Opportunity / Pipeline Form" RFQs will be generated based on the vendors selected for each product line within the Opportunity / Pipeline CRM Form. All product lines will be grouped by their respective vendors, and multiple RFQs will be created accordingly.
After Creating RFQ/PO from CRM Pipeline Form (Odoo Standard)
List View of Created RFQ(s) / Purchase Order(s) in Draft State
Created RFQ / Purchase Order Form View (Odoo Standard) from CRM
RFQ / Purchase Order Form (Odoo Standard) Created from CRM - View
View of Created RFQ / Purchase Order Form (Odoo Standard) from CRM
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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.
Please log in to comment on this module