• Request For Quotation-Portal
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  • About Module


    Nowadays in a competitive market, several vendors sell the same products and everyone has their own price so it will difficult to manage multiple RFQ's at a time even in odoo there is no kind of feature where you can manage multiple requests for quotations in a single list. Currently in odoo vendor can see a purchase order, the vendor can't able to see RFQ this module provides vendor to see RFQ, where the vendor can change the price from portal or website for RFQ's. You can see tender portal details from RFQ. You can sort by RFQ by newest, name & total. You can sort filter purchase orders by all, request for quotation & sent. You can communicate in RFQ chatter. This module helps in the online signature in the RFQ at the portal. You send RFQ and vendor view it, they accept and sign online. All changes automatically update in odoo backend.





    Features


    • 1) Update product price in RFQ (Request For Quotation).
    • 2) You can do the online signature in RFQ.
    • 3) You can sort by RFQ by newest, name & total.
    • 4) You can communicate in RFQ chatter.
    • 5) You can see tender details directly from RFQ.
    • 6) You can download the purchase quotation report.
    • 7) Easy to manage multiple RFQ.
    • 8) The vendor will get his/her all RFQ list.
    • 9) You can sort filter purchase orders by all, request for quotation & sent.
    • 10) All changes automatically update in odoo backend.
    • 11) No special configuration required, install it, use it.
    • 12) This module saves your important time.
    • 13) 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_rfq_portal’.

    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_rfq_portal’.

    7) Click on ‘Install’ to install it.

    Workflow


    In my account select RFQ (Request For Quotation).

    If you click the tender link you can see direct tender details.

    The tender view looks like this.

    You can sort by RFQ by newest, name & total.

    You can sort filter purchase orders by all, request for quotation & sent.

    Here, we open P00021 number RFQ, using the download button you can download the purchase quotation report, If you click on the tender link you can see tender details & You can change the unit price.

    You can communicate in RFQ chatter.

    Press the button "Accept & Sign" for online signature in the RFQ.

    After that one wizard opens, writes name & for the signature, you have 3 options: Draw, Auto & Load. After the press button "Accept Sign.

    The backend will be updated with the signature & full details.

    You can edit the unit price from here after that press on the "Update Bid" button.

    Now updated bid message looks like below.

    Unit price changed in odoo backend.

    After successfully bid updated, you can edit it from the "Edit Bid" button.

    The bid is updated.

    Support

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