Purchase Additional Info

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Add attachment, contact and allow to archive quotation on RFQ on Purchase Order

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

    This combination does not exist.

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    Purchase Additional Info

    Add attachment, contact and allow to archive quotation on RFQ on Purchase Order

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      A purchase order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.

      CLUEDOO BEHAVIOR

      To ensure good communication with supplier, the added the following information :
      - Title : to ensure an explicit communication with your supplier and not a communication based on document number that the supplier does not know (and does not care about)
      - Attachment : to track all the signed quotation and/or supplier purchase order and ensure that you have a contractual document for all the purchase order your are working on.
      - Archive : to keep clean the list view and hide all the closed purchase order.
      MODULE +

      Strongly improve the management of your RFQ and purchase order.



      CLUEDOO RECOMMENDATION

      We install this module on 100% of our database. Very useful to improve communication with supplier and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, Which attachment to add,...).

      OUR FEATURES AS SOLUTION

      Purchase Order : Title, Attachment, Archive

      HOW TO USE THIS MODULE ?

      TITLE

      Your RfQ / Purchase Order summary, it will make easier to search the order.


      REFERENCE ATTACHMENT

      You can attach file related to supplier




      ARCHIVE

      Hide done or unused order



      GROUP BY

      You can group by Commercial Partner or Parent Company



      SEND EMAIL WITH TITLE

      When sending an Email, in the email subject, it will add the Purchase Order Title.



      TRANSFER TITLE FROM SO

      1
      Create quotation for MTO product, add title on the quotation, then confirm.

      Note: to add title on Sale Order, you need to install Sales Additional Info







      2
      RFQ is created with title from SO