Request For Quotation-Portal

by
Odoo

37.88

v 14.0 Third Party 58
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 32806
Technical Name sh_rfq_portal
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 16.0 13.0 12.0 11.0 17.0 14.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 32806
Technical Name sh_rfq_portal
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 16.0 13.0 12.0 11.0 17.0 14.0 15.0
Request For Quotation-Portal

Nowadays in a competitive market, several vendors sell the same products and everyone has their own price so it will difficult to manage multiple RFQ's at a time even in odoo there is no kind of feature where you can manage multiple requests for quotations in a single list. Currently in odoo vendor can see a purchase order, the vendor can't able to see RFQ this module provides the vendor to see RFQ, where the vendor can change the price from the portal or website for RFQ's. You can sort by RFQ by newest, name & total. You can sort filter purchase orders by all, request for quotation & sent. You can communicate in RFQ chatter. You can easily access updates and alerts, with the Bell icon indicating new notifications.

Hot Features


Portal Access Management
Cancel RFQ/Create New
Supplier Note In RFQ Portal
Multi currency With RFQ
Manage Multiple RFQs In One List
Vendor See RFQs
Vendor Change RFQs Price From Portal
Communicate In RFQ Chatter
Suppliers Add Product Global Notes
Download Purchase Quotation Report
RFQ Buyer Notify When Supplier Update Bid

Features


Easy to print XLS report from the backend as well as portal.

Vendor can cancel old RFQ and create new RFQ using single button.

You can manage portal access with time limit.

You can manage RFQ with supplier notes.

You can manage RFQ with multi-currency.

Suppliers can add product global notes/comments in the RFQ portal.

Update product price in RFQ (Request For Quotation).

You can sort by RFQ by newest, name & total.

You can communicate in RFQ chatter.

You can download the purchase quotation report.

Easy to manage multiple RFQ.

The vendor will get his/her all RFQ list.

You can sort filter purchase orders by all, request for quotation & sent.

All changes automatically update in odoo backend.

The RFQ Buyer will notify when supplier updates bid from the portal. New

Version


v14.0.11 (16th September 2023)
  • New Notification Configuration Added For Purchase Buyer While Supplier Update Bid From Portal.
v 14.0.10 (7thJune 2022)
  • New RFQ XLS Report Added In Backend.
  • New RFQ XLS Report Added At Portal.
v 14.0.9 (23rd March 2022)
  • New Portal Access Management Feature Added.
  • New Cancel Old RFQ & Create New RFQ By Button.
v 14.0.8 (24thNovember 2021)
  • New Supplier note field added.
  • New Multi currency feature added.
v14.0.7 (15th July 2021)
  • Fixed Minor Bug Fixed
v14.0.6 (25th June 2021)
  • New Note/Comments added in the RFQ portal view.
v14.0.5 (19th February 2021)
  • Fixed Minor Bug Fixed
v14.0.4 (15th February 2021)
  • Fixed Small bug fixed.
v14.0.3 (10th February 2021)
  • Fixed Small bug fixed.
v 14.0.2 (8thFebruary 2021)
  • Update You can give a decimal value when updating the bid.
v14.0.1 (13th October 2020)
  • Initial Release

v 14.0.11


Enable the "Enable Bell Notification".


Enable the "Notify Purchase Buyer While Update Bid From Portal".
When you enable this options Buyer of RFQ will get notification about bid update from portal by the vendor.


Login as a vendor.
Here, you can see the RFQ details.
For the update bid, add the bid and click on the "Update Bid" button.


Click on the notification icon. While clicking on this icon you will redirect to the records. Click on the RFQ notification.
After that, you will redirect to the form view of the RFQ.
Note: The Buyer will get the notification.


v 14.0.10

Press "Export XLS" in RFQ at backend.


Click that button to print XLS report from portal.


XLS report looks like this.


v 14.0.9

RFQ with portal access.


Now vendor update the bid.


This button helps to cancel RFQ and create a new one, once a bid is updated then the vendor can not change that bid vendor need to cancel that RFQ and create one.


v 14.0.8

Portal view with multi currency, supplier note & terms-conditions.


v 14.0.6

Add note/comments in the RFQ (Request For Quotation).


Now updated bid with note/comments looks like below.


Also updated in the backend


v 14.0.2

The vendor can update a decimal value in the bid.


It shows an alert when you enter an invalid format.


The bid value is updated in the backend.


v 14.0.1

In my account select RFQ (Request For Quotation).


RFQ portal list view.


You can sort by RFQ by newest, name & total.


You can sort filter purchase orders by all, request for quotation & sent.


Here, we open RFQ, you can download the purchase quotation report using the download button & You can change the unit price.


You can edit the unit price from here after that press on the "Update Bid" button.


Now updated bid message looks like below.


Unit price changed in odoo backend.


After successfully bid updated, you can edit it from the "Edit Bid" button.


The bid is updated.


You can communicate in RFQ chatter.


You can communicate in RFQ chatter.


Multi-Languages


We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish

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Chatter messages
by
Giles Morant
on 5/20/21, 1:13 PM Confirmed Purchase

Hi, does the supplier see all items on the chatter?  We don't want internal messages on the chatter to be visible to the supplier.

Thanks!

Re: Chatter messages
by
Softhealer Technologies
on 5/21/21, 7:50 AM Author

They can not see internal log note. they can see all messages except internal log notes.


how to create a new quotation?
by
Terry
on 1/27/21, 5:54 AM

Hello, may I ask how to create a new quotation? I only see the quotation management in the background, so I don't understand how customers can add products to the quotation list

Re: how to create a new quotation?
by
Softhealer Technologies
on 1/28/21, 3:50 AM Author

Hello,

this module is not for customer, this for vendors, if you create rfq and you want your vendor apply their price than this module useful.

i think you looking for below functionality, below one is for customer
https://apps.odoo.com/apps/modules/14.0/sh_customer_rfq_portal/