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Advance Product Search and Selection In Purchase Order
The Advance Product Search and Selection in Purchase Order module streamlines the procurement process by enabling users to quickly and accurately add products to purchase orders. Leveraging advanced filtering options and attribute-based product selection, the module reduces manual search time, minimizes errors, and enhances efficiency.
Features
Screenshots
Support
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Features
Multi-Field Type Support
The module supports a variety of field types including Char, Integer, Float, Boolean, Many2one, and Selection. This flexibility ensures that products can be searched and filtered using any relevant attribute, giving users full control over their search criteria and making the product selection process highly versatile.
Product Template & Variant Support
Both product templates and product variants are fully supported, allowing users to search, filter, and select items regardless of how they are structured in the inventory.
Smart Filtering Options
Users can apply advanced filters with operators such as =, !=, like, ilike, and not like. This smart filtering capability enables precise searches and helps purchasing teams quickly identify the exact products they need, saving time and reducing errors.
Simple Product Filtering for RFQs/Orders
The module makes it easy to filter products and add them directly to RFQs or purchase orders. Users can quickly find relevant items and include them in their procurement documents, streamlining the workflow from search to order creation.
Easy Quantity Addition
Once products are selected, users can quickly add quantities directly within the module. This feature simplifies order preparation, ensuring that purchase orders reflect accurate quantities with minimal effort.
Selective Product Selection Functionality
A new selection function allows users to pick specific products or select all search results at once. This improves efficiency, especially when dealing with bulk orders or large product lists, by minimizing repetitive tasks and clicks.
Screenshot
1.) Purchase Order Form View
The main purchase order interface with the Select Product Advance button highlighted for product selection.
Navigation : Purchase → Orders → Request for Quotations
2.) Select Product Advance Pop-Up View
A wizard appears with filters, fields, and buttons for product selection, featuring comparison operators and 'Filter' and 'Reset' buttons.
3.) Add Product to Selection
Users can add products to the selection by clicking the "Add" button next to the desired product in the search results.
4.) Automatic Product Addition
Once products are selected in the wizard, they are automatically added to the purchase order lines along with their quantities.
User Guide
