• Purchase Order-RFQ Automatic Workflow
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  • Purchase Order-RFQ Automatic Workflow

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  • About Module


    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.





    Features


    • 1) Easy to create the auto workflow for purchase order/ request for quotation.
    • 2) You can create an auto workflow based on requirements.
    • 3) No need to do each steps manually.
    • 4) You can set default workflow as per vendors.
    • 5) 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.
    • 6) This module saves your important time.


    Versions


    • v15.0
    • v14.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_purchase_auto_bill_workflow’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_purchase_auto_bill_workflow’.

    7) Click on ‘Install’ to install it.

    Workflow


    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.

    Based on workflow configuration all operations performed quickly.







    Support

    You will get free support and assistance in case of any issues