Merge Purchase Order

Combine multiple RFQ or Purchase Order

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    Odoo removed the possibility to merge RFQ and automatically do it when required.

    CLUEDOO BEHAVIOUR

    You have the possibility under some constraints to merge several RFQ into one in order to organize your purchase order as you wish.


    MODULE+

    Purchaser controls how he wants to manage the order with his suppliers.

    CLUEDOO RECOMMENDATION
    • Installation : 100% of the database.
    • Recommendation / Best practice : to be combined with the procurement request module and ensure good task segregation between the one who request and the purchaser who select Supplier + Price.

    OUR FEATURES AS SOLUTION

    Combine multiple RFQ

    HOW TO USE THIS MODULE ?

    Step 1:

    Go to Purchase > Request for Quotation. On Purchase tree/list view, we are able to merge RFQ with same partner, same currency, and same warehouse. For example, select two RFQs, click Action, Merge Request for Quotations.


    Step 2:

    When clicking Merge Request for Quotation, it will show the wizard

    1. Create new order and cancel all selected purchase orders 

    2. Create new order and delete all selected purchase order 

    3. Merge order on existing selected order and cancel others: select existing order and add other orders by cancelling rest of the selected orders.  

    Merge order on existing selected order and delete others: select order and add other orders then rest of the selected orders will be deleted.  


    Step 3:

    The status of old RFQs is cancelled. New RFQ is created with new number


    Step 4:

    RFQs with different partner cannot be merged and it will show the warning message
    Also, RFQs that have different warehouse location or different currency cannot be merged.