Procurement Request Management

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    Request a product through Procurement,
    Request menu or directly on Product


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    Price includes: Module - Maintenance - Migration
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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    To purchase new products, Odoo proposes to make a purchase order or a call to tender (RFQ) to the suppliers directly - which implies that we already know the suppliers and have purchase access rights.

    CLUEDOO BEHAVIOR

    You can make a request (a procurement request) for a product without making an official RFQ which requires the information on supplier and price. You only need to know which product you want to buy and how many of it. Then, it's the purchase department's responsibility to place an order to the supplier based on this information.

    MODULE +

    A must to split the notion of procurement request from RFQ (quotation) for all the companies, and especially for the factories, where the workshop people know the needs (ie. product + quantity) and the purchase department knows the conditions (ie. supplier & price).

    BUSINESS CASE

    The workshop manager needs some tools for his workshop. He directly makes a procurement request in the system. Then the purchase department receives the request and can make the order to the supplier.

    CLUEDOO RECOMMENDATIOn

    Installation: all the companies which make advanced purchases.

    Recommendation / Best practice: with this module, all the procurement request - even of office stuff - can be done by any employee (with enough access right) to the purchase department. By doing so, you can track the origin of a demand for any purchase, which is a key info in terms of traceability.

    OUR FEATURES AS SOLUTION

    Request a product through Procurement Request menu
    or directly on Product

    On Odoo default, when a user ask for a product, he/she create a Request for Quotation (RFQ) even for non purchase staff,
    which means other employee need to have a purchaser access right, which is not correct. With this module,
    employee can make a procurement request through the menu or directly from the product.
     

    Odoo Users
    C
    reate Request

    Validated by Manager

    RFQ

    Purchase Order

    HOW TO USE THIS MODULE ?

    1. Access Right for User and Manager

    Procurement Request- User:        Request a procurement

    Procurement Request -Manager: Approve the request




    2. Procurement Request User

    Create a procurement request from Procurement Request menu 


    Or create a procurement request directly from requested product


    3. Procurement Manager Approval

    All procurement request should be approved by manager first before RFQ


    4. Automatically Select Vendor

    Automatic choose vendor that is set in the product, or if it's not set, it will automatically choose Supplier To Be Defined


    5. Traceable

    You can track Procurement Request number on your Purchase order.