Purchase Additional Info

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

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    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