$ 13.95
| Required Apps |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
crm_opportunity_purchase
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The CRM Opportunity Purchase module for Odoo enhances the CRM functionality by allowing users to create Request for Quotations (RFQs) or Purchase Orders directly from CRM Opportunities or Pipelines. This integration streamlines the procurement process, ensuring efficient vendor selection and purchase management.
Key Features
Create RFQs/POs from CRM Opportunities: Users can easily generate RFQs or Purchase Orders from CRM Opportunities or Pipelines, facilitating seamless procurement.
Automatic Grouping by Vendor: The module automatically groups product lines by vendor when generating RFQs, simplifying the purchasing process.
Smart Button for RFQs/POs: A smart button on the Opportunity/Pipeline form allows users to view all created RFQs and Purchase Orders related to that opportunity.
CRM Reference Storage: The CRM Opportunity reference is stored on the RFQ/Purchase Order form, ensuring easy traceability.
Benefits
Streamlined Procurement Process: Directly creating RFQs or POs from CRM Opportunities reduces manual data entry and potential errors.
Improved Vendor Management: Automatic grouping by vendor enhances vendor selection and management.
Enhanced Traceability: Storing CRM references on RFQs/POs ensures clear traceability and accountability.
Increased Efficiency: The integration between CRM and procurement modules improves overall operational efficiency.
Compatibility & Technical Details
Required Modules: CRM (crm), Inventory (stock), Purchase (purchase), Calendar (calendar), Contacts (contacts), Discuss (mail), Invoicing (account).
License: Odoo Proprietary License v1.0.
Installation: Simple installation process with no complex configurations required.
Deployment: Compatible with both cloud and on-premise Odoo deployments.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.