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Community Enterprise Odoo.sh

Lead/Pipeline Product To RFQ/PO

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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

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  • 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.

Request For Quotation Flow

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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

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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.


Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • 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.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
CRM Extra Fields v15

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