ODOO BEHAVIOUR

Odoo's automated process of generating Purchase Orders from Sales Orders ensures streamlined procurement but does not record the SO details in the PO line.

CLUEDOO BEHAVIOUR

Cluedoo enhances the functionality of Odoo by introducing additional fields in the Purchase Order line to record linked Sales Order details.

MODULE+

Cluedoo introduces two additional fields in the Purchase Order line:

·        "Sales Order": reference number of the linked Sales Order

·        "Origin Sales Item": the name and code of the item being sold

CLUEDOO RECOMMENDATION

Install on 100% of the database

1.

Create a quotation.

Upon confirming the quotation, a Purchase Order will be automatically generated for the product, matching the exact quantity specified in the Sales Order. 

Users can access the linked Purchase Order through the Smart button "Purchase".

Notes: Ensure that products are configured for procurement within Inventory and verify that the correct vendors have been assigned in the product settings.

2.

The necessary sales items will be batched into other existing Purchase Orders with the same vendors. However, the "Sales Order" and "Origin Sales Items" fields will be recorded and marked to indicate that these products were purchased for the linked sales order.