Currently, in odoo, you can't create a purchase order/request for quote from lead or opportunity. This module allows creating a purchase order/ request for quotation from CRM (lead/opportunity). You can convert lead/opportunity to RFQ/PO.
Features
Easy to create a purchase order/request for quote from lead or opportunity.
You can add direct products in a purchase order from CRM.
The PO/RFQ smart button will show the top right in the form view.
You can easily see RFQ/PO related to lead/pipeline and quickly view as well.
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
Version
- Initial Release
Request For Quotation Flow
You can add a product from the "Product For Purchase" tab. PO/RFQ smart button will show the top right in the form view. Click the "Purchase Order" button to create a direct purchase order from lead or opportunity.
After press the "Purchase Order" button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the request for quotation.
Click the PO/RFQ smart button to see created RFQ/PO.
PO/RFQ smart button list view looks like below.
In that form view, you can see the lead where PO/RFQ created directly and also can see product detail.
Purchase Order Flow
You can add a product from the "Product For Purchase" tab. PO/RFQ smart button will show the top right in the form view. Click the "Purchase Order" button to create a direct purchase order from lead or opportunity.
After press the "Purchase Order" button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the purchase order.
Click the PO/RFQ smart button to see created RFQ/PO.
PO/RFQ smart button list view looks like below.
You May Also Like!
