Sales - Purchase Integration Enhancements
Smarter and faster connection between Sales and Purchasing
This module improves the communication between sales and procurement teams by automatically creating purchase requests when products are out of stock, merging duplicate requests to the same vendor, and providing clear navigation between related documents.
Instead of creating RFQs manually or checking product availability line by line, the system identifies missing quantities and immediately prepares vendor requests. It also helps procurement users consolidate multiple RFQs into a single vendor request, reducing administrative work and avoiding duplicated documents.
What this module does for you
Automatically prepares RFQs for missing stock
When a Sales Order is confirmed, the system checks which products are not available in stock. It then automatically prepares purchase requests for the exact missing quantities, grouped by vendor. This saves time and prevents delays in fulfillment.
Merge multiple RFQs for the same vendor
Procurement teams often receive several requests for the same vendor. This module allows you to merge them into one clean RFQ, combining quantities and linking the document to all related Sales Orders. This reduces duplicate emails, repetitive communication, and manual consolidation work.
Clear traceability between Sales and Purchase
Every automatically created RFQ is linked back to the Sales Order that triggered it, and vice-versa. Users can easily move between documents to understand why a purchase was created, for which customer, and for which items. This creates a transparent workflow with no missing context.
Refresh purchase lines based on the Sales Order
If a purchase request needs to be aligned with its related Sales Order, the system can rebuild the lines based on the sales details. This avoids manual updates and ensures that quantities, descriptions, and pricing always match the customer's order.
How it works â Manual Linking & Syncing
Step 1: Open a Sale Order and use the Purchases button
After adding products to your Sale Order, click the Purchases smart button. It shows how many purchase requests are already linked to this order and lets you quickly create a new one.
Step 2: Create a new purchase order
You are taken to a list of purchase orders linked to this Sale Order. If none exist, the list will be empty. Click New to create a new RFQ. The module will automatically link this RFQ to the Sale Order without requiring any manual setup.
Step 3: Select a vendor and sync order lines
Inside the new RFQ, choose the vendor. Then open the Action menu and click "Sync order lines from SO". The system instantly fills in the purchase lines based on the Sale Order, including quantities and key details.
Step 4: Navigate easily between the SO and PO
Both the Sale Order and the Purchase Order display improved smart buttons that let users move between the connected documents with one click. This makes navigation smooth and helps users understand how each purchase request relates to the customer order.
Step 5: Update quantities and resync the Purchase Order
When product quantities change on the Sale Order, simply update the line values and save. Then open the linked Purchase Order and use the "Sync order lines from SO" action again. The system immediately updates quantities and amounts in the Purchase Order, keeping both documents perfectly aligned.
How it works â Automatic RFQ Generation
Step 1: Enable the feature in Settings
Go to Settings â Sales and activate the option "Automatic Generation of RFQs." This tells the system to create purchase requests automatically when sales require products that are not currently in stock.
Step 2: Create a new Sale Order
Create a Sale Order and add one or more products. The system will later check stock availability for each product once the order is confirmed.
Step 3: Confirm the order
When you confirm the Sale Order, the module automatically reviews product quantities. Any items that are out of stock are added to a new vendor RFQ (purchase order) created automatically and linked directly to the Sale Order.
Step 4: Review the generated RFQs
Open the Purchases smart button on the Sale Order to see automatically created RFQs. Each RFQ is grouped by vendor and clearly linked back to the Sale Order for easy tracking and fulfillment.
How it works â Merging RFQs by Vendor
Step 1: Select RFQs and open the Merge option
Go to Purchase â Requests for Quotation. From the list view, select two or more draft RFQs that belong to the same vendor. Then open the Actions menu and click "Merge RFQs." This feature combines selected RFQs into one document, simplifying vendor management.
Step 2: Review the merged RFQ
After merging, a new RFQ is automatically created with combined product lines and updated quantities. The form shows a "Merged" ribbon for easy identification, and a Sales smart button that links back to all related Sales Orders. This ensures full traceability between customer demand and vendor purchase requests.
Why you'll love this
Saves hours of repetitive work
Automatic RFQ creation eliminates manual data entry for every sale. Purchase requests appear instantly when stock runs low, already linked to their Sales Orders.
Keeps Sales and Purchasing connected
Smart buttons and syncing tools create a smooth connection between Sales Orders and Purchase Orders, giving both teams instant access to each other's documents.
Simplifies vendor communication
Merging RFQs by vendor reduces clutter and prevents suppliers from receiving duplicate requests, while keeping all related Sales Orders linked for full traceability.
Clear visibility and control
Every RFQ shows which Sales Orders it originated from, and merged requests are clearly labeled. Teams always know what needs to be purchased and why.
Cleaner, more accurate purchasing
Consolidated and automatically generated RFQs reduce errors, speed up approval cycles, and help maintain a well-organized procurement pipeline.
Installation
- Place the module in your custom addons folder.
- Update the Apps list from the Apps menu.
- Install the module named "Sales Purchase Addons by ERPGO".
Use cases
Fast-moving products: Automatically generate RFQs when stock runs out.
Wholesalers or distributors: Consolidate vendor requests to reduce duplicated work.
Custom fulfillment: Clear link between customer orders and their related purchases.
Procurement planning: Organize vendor communication with fewer manual steps.
Technical requirements
- Version: 18.0.1.8.0
- License: LGPL-3
- Depends on: Sales, Purchase, Base
- Odoo version: 18.0
Support
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