Transfer Description from Approvals to RFQ
ensure any custom product description entered during the Approvals process is seamlessly transferred to the generated RFQ
Transfer Description from Approvals to RFQ
ensure any custom product description entered during the Approvals process is seamlessly transferred to the generated RFQ
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
In Odoo, when creating a request for quotation (RFQ) through Approvals, users can add a product and enter a custom description. However, after the approver reviews and approves the request, upon generating the RFQ, the custom description disappears and is replaced by the product's default description from the product master data. This leads to the loss of important details that may have been added during the approval process.
CLUEDOO BEHAVIOR
Cluedoo introduces a new feature that ensures any custom product description entered during the Approvals process is seamlessly transferred to the generated RFQ. This eliminates the issue of the description being overwritten by the default product description, preserving the details added by the requester.
MODULE +
Cluedoo's new feature enhances the consistency and accuracy of information by preserving custom descriptions from Approvals to RFQs. This reduces the risk of miscommunication, ensures key details are retained for purchasing, and saves time by avoiding manual re-entry of product information.
CLUEDOO RECOMMENDATION
HOW TO USE THIS MODULE
On the user's dashboard Go to Approvals > Create RFQ's > New Request > Fill in the necessary information and add a description to the product > Submit |
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On the approver's dashboard Go to Approvals > Create RFQ's/To review OR Manager/Approvals to Review > Choose the one(s) you want to review > Approve > Create RFQ's > A Request for Quotation has been created |
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The description that you add in Approvals is inherited in RFQ |
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