How to Create Request for Quotations in Odoo 18 Purchase Module شرح

  Рет қаралды 555

Ahmed Ghazy

Ahmed Ghazy

Күн бұрын

How to Create Request for Quotations (RFQs) and Add Sections in Odoo 17 Purchase Module
Understanding RFQs in Odoo
A Request for Quotation (RFQ) is a formal document sent to potential suppliers to request pricing and other details for goods or services. Odoo's purchase module provides a streamlined way to create and manage RFQs.
Creating a New RFQ
Navigate to the Purchase App: Go to the "Purchase" app in your Odoo dashboard.
Create a New RFQ: Click on the "Create" button.
Select Vendor: Choose the vendor you want to send the RFQ to from the dropdown menu.
Add Products:
Click "Add a product" to add items to the RFQ.
Select the product from the dropdown, specify the quantity, and adjust the unit price if needed.
Add Sections (Optional):
Click "Add a section" to create a new section for grouping products.
Give the section a name to categorize the items.
Add Notes (Optional):
Click "Add a note" to include additional information or specifications.
Set Deadlines and Other Details:
Specify the RFQ deadline, payment terms, and other relevant information.
Send RFQ: Once completed, click "Send" to send the RFQ to the selected vendor.
Key Points
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#accountingsoftware
#taxcompliance
#audit
#financialreporting
#budgeting
#forecasting

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