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CRM Opportunity Purchase
The CRM Opportunity Purchase module extends the functionality of Odoo CRM by seamlessly connecting sales opportunities with the purchasing process. It allows users to generate Request for Quotations (RFQs) or Purchase Orders directly from CRM Opportunities or Pipeline records, ensuring that product requirements identified during the sales process can be quickly converted into procurement actions.
Features
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Features
Create RFQs or Purchase Orders from CRM Opportunities
This module enables users to initiate procurement directly from CRM Opportunities or Pipeline records using a dedicated action button. Instead of switching between modules and re-entering product information, users can instantly generate RFQs or Purchase Orders based on the products already defined in the opportunity. This significantly reduces repetitive tasks and accelerates the transition from sales discussions to procurement planning
Automatic Grouping of Products by Vendor
When multiple products from an opportunity are linked to different vendors, the module automatically groups the products according to their respective suppliers. This intelligent grouping ensures that RFQs are generated accurately and efficiently for each vendor without requiring manual sorting.
Smart RFQ/PO Tracking from Opportunities
A smart button is added to the CRM Opportunity or Pipeline form, providing quick access to all RFQs and Purchase Orders created from that opportunity. This feature ensures complete traceability between sales activities and procurement records. Users can quickly review related purchasing documents, monitor procurement progress, and maintain better coordination between departments.
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1.) CRM Opportunity / Pipeline Form
The opportunity or pipeline form includes a dedicated Create Vendor RFQ option, enabling users to initiate procurement directly while working on a sales opportunity. This integration allows product requirements identified during the sales process to be instantly converted into purchasing actions without leaving the CRM interface.
2.) RFQs and Purchase Orders from CRM Pipelines
Once RFQs or Purchase Orders are created, they can be accessed through a smart button associated with the opportunity or pipeline record. This provides quick visibility of all procurement documents related to that opportunity, making it easy to track and manage vendor requests.
Navigation : CRM → Reporting → Pipline
3.) Draft List View of Created RFQs and Purchase Orders
All RFQs and Purchase Orders generated from CRM opportunities appear in a structured list view while they are in the draft stage. This centralized view helps procurement teams review, manage, and update vendor quotations efficiently before confirming the purchasing process.
4.) Detailed RFQ or Purchase Order View
The detailed form of a generated RFQ or Purchase Order clearly organizes product lines according to their respective vendors. This ensures that products associated with a specific supplier appear within the same purchase order, simplifying vendor communication and purchase management.
5.) Purchase Order Additional Information
The purchase order includes a reference to the originating CRM opportunity within the Other Information section. This connection ensures full traceability between sales and procurement activities, allowing users to easily identify which opportunity triggered the purchase request.
User Guide
