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RFQ-Purchase Order From CRM Opportunity

by
Odoo

28.94

v 18.0 Third Party 41
Live Preview
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
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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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
LicenseSee License tab
Websitehttp://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.

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