Purchase Agreements / Tendor / Requisition from CRM Opportunity
by Probuse Consulting Service Pvt. Ltd.$ 56.03
| Required Apps |
•
Inventory (stock)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) • CRM (crm) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies |
crm_opportunity_purchase
|
| Technical Name |
crm_opportunity_tendor
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction:
The "Purchase Agreements / Tender / Requisition from CRM Opportunity" module for Odoo enhances the CRM experience by enabling users to generate purchase agreements, tenders, or requisitions directly from CRM opportunities. This integration streamlines the procurement process, allowing for a seamless transition from sales to purchasing, and ensuring that procurement teams have the necessary information to proceed with vendor negotiations and order placements.
Key Features:
Generate purchase agreements, tenders, or requisitions directly from CRM opportunities.
Automatically group product lines by vendor when creating purchase documents.
Maintain a reference to the original CRM opportunity in the generated documents.
Facilitate a seamless workflow from sales to procurement.
Enhance visibility and tracking of procurement activities linked to sales opportunities.
Integrate smoothly with Odoo's Purchase, Inventory, and Invoicing modules.
User-friendly interface for easy navigation and operation.
Benefits:
Streamlines the transition from sales opportunities to procurement processes.
Reduces manual data entry and potential errors.
Enhances collaboration between sales and procurement teams.
Improves visibility and tracking of procurement activities.
Increases operational efficiency and responsiveness.
Compatibility & Technical Details:
Technical Name: crm_opportunity_tendor
License: Odoo Proprietary License v1.0
Required Modules: CRM (crm), Purchase (purchase), Inventory (stock), Invoicing (account), Discuss (mail), Calendar (calendar), Contacts (contacts)
Installation: Upload the module to the Odoo addons directory and update the module list to install.
Purchase Agreements Tender from CRM Pipeline Opportunity
Purchase Requisition [Tender] from CRM Opportunity / Pipeline
Purchase Requisition Tender from CRM App in Odoo
Create purchase tender requisition from CRM
Create purchase tender requisition from crm opportunity and pipelines.
This app allows your users to create Purchase Agreements / Purchase Tender / Requisition [Odoo Standard] from CRM Opportunity / Pipeline / Lead form.
Main Features:
-
Purchase Requisition / Agreement can be created based on Vendors selected on products line on Opportunity / Pipelines.
(All product lines will be grouped by vendor and multiple Purchase Requisitions will be created.). - Purchase agreement will show reference to lead/opportunity/pipeline.
- Please note that purchase requisition/tender/agreements showing / using here to create from CRM is Odoo standard feature. Our app just integrates both that means it allows your CRM users to create purchase requisition/tender/agreements from CRM pipelines.
- For more details please see below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
CRM Menu [Odoo Standard]
CRM Opportunity Form [Odoo Standard] with Create Purchase Requisition Button
Purchase Requisition will be created based on Vendors selected on the product line on Opportunity. (All product lines will be grouped by vendor and multiple Purchase Requisitions will be created.)
Created Purchase Requisition / Agreement - for Vendor Gemini Furniture Example
Created Purchase Requisition / Agreement - Vendor Deco Addict Example
Created Purchase Requisition / Agreement - Vendor Ready Mat Example
Pipeline / Opportunity Form with Purchase Requisition Smart Button
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
-
Odoo Implementation
-
Odoo Support
-
Odoo Customization
-
Odoo Migration
-
Odoo Training
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.