How to Manage RFQ From Email Portal in Odoo 18
- 1. How to Manage RFQ From Email/Portal in Odoo 18 Enterprise
- 2. Enterprise Managing RFQs from email or portal in Odoo 18 simplifies procurement by centralizing vendor responses and automating follow- ups. RFQs received via email are auto-recorded in Odoo, reducing manual entry, while portal access allows vendors to view and respond to RFQs in real time. This integration saves time, reduces errors, and streamlines procurement by keeping all quotes in one place. Introduction
- 3. Enterprise Let us go into the RFQ menu in sales to create a new one from the purchase module Steps
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- 5. Enterprise Now after filling in all the details click on Send By Email to send the confirmation to the vendor . Steps
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- 8. Enterprise We can also see the email in the chatter Steps
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- 10. Enterprise We can click on accept which will confirm the order and redirect to the portal page Steps
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- 12. Enterprise This is the portal page, here we can see as we clicked on accept the rfq has been accepted . Steps
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- 14. Enterprise The vendor portal user can also sent message in the communication section which will be reflected in the chatter of the form view . Steps
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- 16. Enterprise From here onwards, we can follow the normal workflow of confirming the order and delivering the product . Steps
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- 18. Enterprise In conclusion, managing RFQs from email and portal in Odoo 18 enhances efficiency and accuracy in the procurement process. By centralizing vendor communication and automating data capture, businesses can streamline workflows, reduce manual errors, and ensure all RFQ details are consistently tracked in one system. This approach not only saves time but also empowers teams to make informed purchasing decisions based on organized and accessible data, ultimately strengthening vendor relationships and supporting a smoother procurement cycle. Conclusion
- 19. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com