Instant Purchase Order From Sale Order
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 34.67
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Purchase (purchase) • Invoicing (account) • Discuss (mail) |
| Lines of code | 596 |
| Technical Name |
scs_sale_purchase |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Purchase (purchase) • Invoicing (account) • Discuss (mail) |
| Lines of code | 596 |
| Technical Name |
scs_sale_purchase |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Instant Purchase Order From Sale Order
The Instant Purchase Order From Sale Order module allows users to quickly create purchase orders directly from quotations or sale orders in Odoo. A Create Purchase Order button opens a wizard that automatically loads the order lines from the sales document. Users can choose Single Vendor for all products or Multiple Vendors for different order lines, and also decide whether to create an RFQ or a confirmed Purchase Order. A Purchase smart button on the sale order form provides quick access to all related purchase orders. This module reduces manual work and streamlines the connection between sales and purchasing processes.
Features
Screenshots
FAQs
Highlighted Features
Purchase Order Creation
Easily generate purchase orders directly from quotations or sale orders with a single click. The system automatically loads the order lines from the selected sale order, allowing users to quickly create purchase orders without manual data entry, saving time and improving efficiency.
Single or Multiple Vendor Support
Flexibly create purchase orders using either a single vendor for all order lines or assign different vendors for each product line. This feature helps manage procurement more effectively when products are sourced from multiple suppliers.
Smart Button for Quick Access
A smart button is added to the sale order form view that allows users to instantly view and access all related purchase orders. This ensures better tracking, faster navigation, and improved visibility between sales and purchasing operations.
Flexible Order Type Selection
Users can choose whether to create a Request for Quotation (RFQ) or a confirmed Purchase Order while generating the purchase order from the sale order, providing greater flexibility in managing the procurement workflow.
Detailed Features
Create Purchase Orders from Sale Orders
A dedicated “Create Purchase Order” button is available on the quotation and sale order form view. When users click this button, a wizard opens that automatically loads the order lines from the selected sale order. This allows users to generate purchase orders quickly without manually re-entering product information, making the procurement process faster and more efficient.
Flexible Vendor Selection Options
The module provides flexible vendor selection while creating purchase orders. Users can choose to assign a single vendor for all order lines or different vendors for individual order lines. This flexibility helps manage procurement efficiently when products are sourced from multiple suppliers.
Create RFQ or Purchase Order Instantly
While generating purchase orders from the sale order, users can choose the order type based on their workflow. The system allows users to create either a Request for Quotation (RFQ) or a confirmed Purchase Order, giving businesses better control over their purchasing process.
Smart Button for Purchase Order Tracking
A smart button is added to the sale order form view that displays all related purchase orders created from that sale order. This feature allows users to quickly access and review purchase orders, improving visibility and simplifying order tracking between the sales and purchasing departments.
Screenshots
Create Purchase Order from Confirmed Sale Order
Path :- Sales → Orders → Sales Orders → Open Sales Order → Create Purchase Order
Once a quotation is confirmed and converted into a Sales Order, users can still create purchase orders directly from the sales order using the Create Purchase Order button. This feature ensures that procurement can be initiated even after the sales order is confirmed, allowing users to quickly generate purchase orders for the required products and streamline the purchasing process without leaving the sales workflow.
Purchase Order Creation Wizard
Path :- Sales → Orders → Sales Orders → Open Sales Order → Create Purchase Order → Purchase Order Wizard
When the Create Purchase Order button is clicked from the sales order, a Purchase Order Creation Wizard opens. In this wizard, users can select the Vendor Option such as Single Vendor or Multi Vendor, choose the appropriate Vendor, and review the automatically loaded order lines from the sales order. The wizard also displays details like Scheduled Date and Order Selection (RFQ), allowing users to easily generate purchase orders directly from the sales workflow with minimal manual effort.
Assign Different Vendors for Each Product
Path :- Sales → Orders → Sales Orders → Open Sales Order → Create Purchase Order → Select Multi Vendor
By selecting the Multi Vendor option in the purchase order wizard, users can assign different vendors for each product line directly within the order table. A dedicated Vendor column appears where users can choose the appropriate supplier for every product. This feature is especially useful when products from a single sales order need to be purchased from multiple suppliers, enabling the system to automatically generate separate purchase orders based on the selected vendors.
Quick Access to Generated Purchase Orders
Path :- Sales → Orders → Sales Orders → Open Sales Order → Purchase Smart Button
Once the purchase order is created from the sales order using the Create Purchase Order option, the system automatically links the generated purchase orders to the sales order. A Purchase smart button appears at the top of the sales order form, displaying the total number of purchase orders created. By clicking this button, users can quickly access and review the related purchase orders, ensuring smooth tracking of procurement activities directly from the sales order.
User Guide
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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