$ 24.65
| Required Apps |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies |
crm_opportunity_purchase
|
| Technical Name |
quick_crm_opportunity_purchase
|
| License | OPL-1 |
| Technical Name |
quick_crm_opportunity_purchase
|
| License | OPL-1 |
Introduction
The Quick CRM Opportunity Purchase module enhances Odoo's CRM functionality by allowing users to generate purchase orders directly from CRM opportunities. This integration streamlines procurement, reduces manual data entry, and ensures alignment between sales and purchasing teams.
Key Features
Generate purchase orders directly from CRM opportunities with a single click
Automatically group product lines by vendor when creating purchase orders
Access a smart button in the CRM opportunity form to view related purchase orders
Store CRM opportunity references on the purchase order for traceability
Seamless integration with Odoo's CRM and Purchase modules
Benefits
Save time by eliminating duplicate data entry between CRM and Purchase modules
Reduce errors by ensuring consistent information across CRM and Purchase records
Improve collaboration between sales and purchasing teams
Accelerate procurement by directly converting CRM opportunities into purchase orders
Compatibility & Technical Details
Technical Name: quick_crm_opportunity_purchase
License: OPL‑1 (Odoo Proprietary License)
Required Modules: CRM (crm), Purchase (purchase), Inventory (stock), Contacts (contacts), Calendar (calendar), Invoicing (account), Discuss (mail)
Installation Steps:
Install the Quick CRM Opportunity Purchase module in Odoo.
Navigate to the CRM module and open an opportunity.
Click the "Create Purchase Order" button to generate a purchase order from the opportunity.
Review and finalize the purchase order details before confirming it.
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.