Create Purchase Order and Quotation via Portal User

by
Odoo

130.12

v 16.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Discuss (mail)
Invoicing (account)
Lines of code 583
Technical Name ingenuity_portal_quotaion_and_rfq
LicenseOPL-1
Websitehttps://ingenuityinfo.in
Versions 16.0 17.0 15.0 14.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Purchase (purchase)
Discuss (mail)
Invoicing (account)
Lines of code 583
Technical Name ingenuity_portal_quotaion_and_rfq
LicenseOPL-1
Websitehttps://ingenuityinfo.in
Versions 16.0 17.0 15.0 14.0

Create Purchase Order and Quotation via Portal User without publishing the products

This module will allow to create purchase order and quotation/sale orders via portal user without publishing the products on website. Portal user can create the sale order or purchase order directlly no need to publish the products on website.

No need to publish your product still you can able to create the purchase order and sale order.


Features

  • This module is user-friendly.
  • This module reduces human effort.
  • Allows user to create Purchase Order and Quotation orders from Web Portal.
  • No need to publishing the products on website.
  • Portal user can create the Purchase order without any extra rights.
  • Newly created records will be visible in Sale/Quotation and Purchase menu on My Profile.

Release Note

Latest Version 16.0.0.0
INITIAL 16.0.0.0
Initial Release

Screenshots

View all the screenshots for the module.

First, log in with the Portal User and Go to My Account. Here you can see two buttons, one for Create Sale Quotations and Create Purchase Order. To create the Sale Order click on Create Quotation button.

Here, you can see the Create Quotation form will appear. click on the Product selection to select the Product as per your choice.

As per the below screenshot, you can adjust the Product Quantity as per your need. After that, you need to click on the Add Product button to add the product to your order line.

Here, we can see if you want to Delete the product line you need to click on the Delete button.

At the last, the Place Order button once you click on it your order will created and you will redirected to an order confirmation page.

Here, we can see the order confirmation page. You can click on the Open Orders button to open the Quotation List view.

Quotation List View for Portal User.

Quotation Form View for Portal User.


First, log in with the Portal User and Go to My Account. Here you can see the Create Purchase Order buttons. Click on it to Create a Purchase Order.

Here, you can see the Product where the Vendor is defined with its Purchase Price. This configuration is on the backend Product form.

You can select the Product here so the respective Vendor Price will automatically updated on the PO Line. Also if you have defined the Purchase UOM on Product then it will also update automatically on PO Line.

Product Price will be fetched based on the login user, if the login user is added as a vendor on the selected product and the Price defined for that vendor then the system will fetch that Vendor Price, or else it will fetch price Sales Price.

As per the below screenshot, you can adjust the Product Quantity as per your need. After that, you need to click on the Add Product button to add the product to your purchase order line.

At the bottom, there is one button called Place Purchase Order, once you click on it your order will created and you will redirected to an order confirmation page.

Here, we can see the order confirmation page. You can click on the Open Purchase Orders button to open the Purchase Order List view.

Purchase Order List View for Portal User.

Purchase Order Form View for Portal User.


Services

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Support

Need help? Get in touch.

Website

https://ingenuityinfo.in


Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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