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.
This app is compatible with Odoo's Multi-Company Feature.
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.
