Purchase Document Management
This module is very useful to manage important documents of the purchase order(purchase order, request for quotation). It helps to send email notifications to vendors for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!
Tick the "Access Purchase Order Document" group.
Now go to the purchase order/request for quotation and attach the document.
You can see the document without download using the document smart button.
After press on the document smart button, it opens the document kanban view.
In the document form view tick, the "Expiry Date Notify?" to get expiry date email notification.
You can see the document without download that document.
You can send email notifications to multiple employees using the "Notify Email" option.
You can send the notification manually by modifying scheduled actions.
Manually sends email notifications without scheduled actions.
The email notification form view looks like this, you can see the document from here.
You can send multiple employee emails manually also.
Tick the "Notify Vendor" to send document expiry notification to the vendor only.
Email notification list view.
Email notification form view, you can also see the document from here.
You have to tick "Expiry Date Notify?" to get an email notification on the expiry date.
Tick/untick "On Expiry Date Notification" to enable/disable email notification on the expiry date.
It sends email notifications based on the configuration.
The email notification form view looks like this.
The email notification kanban view looks like this.
Go to "Tags".
You can create tags from here.
Now press "Document" smart button.
Documents kanban view with tags.
Documents form view with tags.
Documents list view with tags.
You can search documents by tags.
Version 15.0.2 | Released on : 16th March 2022
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.