• Lead/Pipeline Product To RFQ/PO
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  • About Module


    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


    • 1) Easy to create a purchase order/request for quote from lead or opportunity.
    • 2) You can add direct products in a purchase order from CRM.
    • 3) The PO/RFQ smart button will show the top right in the form view.
    • 4) You can easily see RFQ/PO related to lead/pipeline and quickly view as well.
    • 5) No special configuration required, install it, use it.
    • 6) This module saves your important time.
    • 7) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0

    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_crm_products_po’.

    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_crm_products_po’.

    7) Click on ‘Install’ to install it.

    Workflow


    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.

    Support

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