Purchase Screening

by

219.00 €

v 8.0 v 9.0 v 10.0 v 11.0 Third Party 12
Required Apps Purchase Management (purchase)
Warehouse Management (stock)
Included Dependencies
Technical Name product_selection_wizard_purchase
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/purchase-screening-76
Also available in version v 11.0 v 10.0 v 9.0
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Required Apps Purchase Management (purchase)
Warehouse Management (stock)
Included Dependencies
Technical Name product_selection_wizard_purchase
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/purchase-screening-76
Also available in version v 11.0 v 10.0 v 9.0

When you request products info from a supplier, you face serious troubles to pick up definite variants. Quick Odoo search results are too big to make a decision. Advanced Odoo search leads to zero results, and it is uncomfortable due to slowdowns and oversaturated interfaces. This app is the only solution to your problems. Purchase Screening is the fastest purchase manager tool to easily find and select products to purchase orders among broad list of goods. In case you have more than hundred of products, this tool is for you:

It is simple to use: a few clicks to achieve viable results. Keep yourself comfortable!
It is a source of all details: individual prices, suppliers, descriptions. Make a rational choice!
It is the fastest possible: it takes a few seconds to find the only required among thousands of product variants. Save time and nerves!
It is flexibly configurable: as search criteria you use any and only necessary attributes and custom fields. Your own choice without tech skills!
It motivates to find alternatives and accessories. Think of margins!
The module features depend on your Odoo version. Please select required one on the top right of this page

Easy to use

  1. Push the button 'Select products' on an request for quotation header to start screening. The button is available until an order is confirmed
  2. Only viable product fields and product attributes are included into the search by your own. Observe the'Simple configuration' section
  3. As soon as you enter a new criteria, all many2one fields and product attributes would not let you choose values which lead to zero results. It significantly increases user comfortability and speed of selection
  4. You can see the number of found products in a real time on the special 'Show' button
  5. As soon the search leads to a few feasible results, just push 'Show' and find products in a temporary results' table (the tab 'Found products'). Select any and press 'Add' to add it to the final products' table (the tab 'To add'), or firstly observe accessories and alternatives
  6. Search products as many times as you need to, define required quantity, then add them all to an RFQ at once
  7. Clear all filters with a single button "Reset" click, and start the search from scratch. The table 'To add' would not be cleared

Simple configuration

  1. As a filter you may add any product attribute. Just put the flag 'Sale Selection'. See the sales settings, the menu 'Product categories and attributes' > 'Attributes'. Attributes appear in the search wizard in the same order as they are there
  2. Assign any product fields for the Screening. See the sales settings, the menu 'Product categories and attributes' > 'Product fields' (do not forget to put 'Sale Selection'). Order of parameters are shown according to the 'Sequence' field. All fields of the following types are available for options (including custom ones):
    1. Boolean, Selection, Many2one fields. '=' and '!=' operators are of use. For many2one: '=' supports hierarchy. So when, you are searching for a category, all products of this category and of its child categories are found
    2. Integer, Float, Date and Datetime fields. '=', '!=', '<', '>' operators work.
    3. Char fields. Use the operators '=', '!=' and 'ilike'. The latter one let you find similar names
  3. Change attributes and fields of the Screening as soon as you decided. Just few clicks!
  4. Purchase managers are allowed to make configurations. No technical knowledge is needed

All Details to Make a Decision

  1. Right in the found products table: learn an individual supplier price with all discounts according to a pricelist
  2. Click on a line of found products to observe all possible descriptions (internal, purchase, sale) to make a rational choice
  3. Click on a line of found products to learn who else might supply a product
  4. Right in the found products table: be aware of sale price to make sure a purchase is profitable
  5. Already chosen goods are marked blue in new searches
  6. Check stocks in a warehouse or location. This is the extra feature provided by the app 'Stocks by locations' .

Think of margins

  1. Push "Alternatives" to consider purchasing better substitutes or with lesser costs.
  2. Have you found a required product? Are you sure, that no accessories are needed? No problems: observe them in a single click.
  3. If you don't require accessories and alternatives, just turn them off in the app's settings.

Fastest search possible

  1. The Screening if fully optimized using SQL operators in order to avoid slowdowns. It is in dozens times faster then standard Odoo tree view search
  2. Results are not shown each time you enter criteria to avoid picturing slowdowns. Simultaneously you might see the number of found products on the button 'Show'
  3. Search filters of attributes and many2one fields are restricted according to the previously chosen filters. It let you select only feasible options.

The search is tested on 30,000 SKUs, and provides results in seconds.

Product Management Interface

The tool to search, select and update product templates in batch

€ 92
Stocks by Locations

Inventory level by internal locations right on a product form

€ 36
Advanced Variant Prices

Product variants prices based on attributes extras and coefficients

€ 96
Stocks Access Rules

The tool to restrict users' access to stocks, locations and warehouse operations

€ 28
Vendor Products Portal

The tool to motivate vendors to prepare product catalogue in your Odoo

€ 144
Purchase Order Approval Check Lists

The tool to make sure a purchase order is ready for the next stage

€ 48 € 42
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228 € 198
OwnCloud / NextCloud Odoo Integration

Manage Odoo documents in OwnCloud/NextCloud (bilateral sync)

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
Screening Wizard
Odoo Screening Wizard
Add a few Products Simultaneously
Odoo Add a few Products Simultaneously
Make an RFQ
Odoo Make an RFQ
Alternatives for a Better Choice
Odoo Alternatives
Do not Forget Accessories
Odoo Accessories
Product attributes as search criteria
Odoo Product attributes as search criteria
Product fields used to select variants
Odoo Product fields used to select variants
Configure features visibility
Odoo Configure features visibility
Costs, Suppliers, Descriptions and - the extra feature - Stocks by Locations
Odoo Required Data

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

Peculiarities

  • Purchase Screening restricts search for 'active' and 'purchase_ok' goods
  • In order the wizard view is updated, create a new field or a new attribute
  • Make sure users have an access to the Odoo purchase settings in order to configure fields and attributes as search filters
  • Entering the very first filter is the slowest, since it has to search over all Odoo products. That's why the optimal strategy is to fill/clear filters one by one gradually limiting a search scope. The app relies upon SQL requests: we think it is the fastest possible way

Required dependencies

Make sure you have installed: * the core module 'product_selection_wizard' (published in the Odoo official store) * the module 'product_accessories_and_alternatives' (published in the Odoo official store) * the module 'page_dynamic_values' (published in the Odoo official store) * the module 'purchase_attributes_conf' (published in the Odoo official store) * surely, the basic Odoo apps 'purchase' & 'product'

Potential improvements

  • Currently it is impossible to use the same field twice. For float and integer fields it is planned to introduce the operator 'between' for that case
  • Selection fields are not restricted based on the previous choices. Only many2one and product attributes criteria
  • We consider searching by inclusion into one2many & many2many fields, but we are not sure it makes sense. The same is for full-text searches

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