Purchase Order Automatic Workflow | Request For Quotation Automatic Workflow v18

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Purchase Order Automatic Workflow | Request For Quotation Automatic Workflow v18

Community Enterprise Odoo.sh

Purchase Order-RFQ Automatic Workflow

This module helps to create an auto workflow in purchase order/request for quotation. The purchase representative can quickly perform all purchase-related operations in one shoot. You can create workflows with automatization and apply it to purchase orders. When you create a request for quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration. You can configure auto workflow as per the requirement, for example, auto validate order, Automatically create & validate bill, default payment journal & default payment method, auto register payments etc.

Related Modules

Sale Order/Quotation Automatic Workflow

Automatic purchase orders Workflow

Different Workflow For Different Vendor

Auto-Validate Order

Auto Create & Validate Bill

Default Payment Journal

Default Payment Method

Features

Easy to create the auto workflow for purchase order/ request for quotation.
You can create an auto workflow based on requirements.
No need to do each steps manually.
You can set default workflow as per vendors.
We provide below options for auto workflow : Auto-validate order, Auto-create bill, Auto-validate bill, Default purchase journal, Auto-register payment, Default payment journal, Default payment method.
This module saves your important time.

Tick "Enable Auto Workflow" to create the auto workflow for purchase order/ request for quotation. You can choose the default workflow from here or you can choose workflow from request for quotation/purchase order.

Now go to the "Configuration" => "Auto Purchase Workflow".

Auto purchase workflow form view looks like this. We provide below options for auto workflow, Auto-validate order, Auto-create bill, Auto-validate bill, Default purchase journal, Auto-register payment, Default payment journal, Default payment method.

You can choose created workflow in the default workflow from here.

You can also choose workflow from request for quotation/purchase order.

When you create a request for quotation if you select auto workflow then press the "Confirm" button to proceed with workflow as per the configuration.