Purchase Title

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Add title on Purchase Order

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v16

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STORY BEHIND THE FEATURES

ODOO BEHAVIOR

A purchase order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.

CLUEDOO BEHAVIOR

To ensure good communication with supplier, the added the following information :
- Title : to ensure an explicit communication with your supplier and not a communication based on document number that the supplier does not know (and does not care about)
- Attachment : to track all the signed quotation and/or supplier purchase order and ensure that you have a contractual document for all the purchase order your are working on.
- Archive : to keep clean the list view and hide all the closed purchase order.
MODULE +

Strongly improve the management of your RFQ and purchase order.



CLUEDOO RECOMMENDATION

We install this module on 100% of our database. Very useful to improve communication with supplier and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, Which attachment to add,...).

OUR FEATURES AS SOLUTION

Purchase Order : Title, Attachment, Archive

HOW TO USE THIS MODULE ?

TITLE

Your RfQ / Purchase Order summary, it will make easier to search the order.


REFERENCE ATTACHMENT

You can attach file related to supplier




ARCHIVE

Hide done or unused order



GROUP BY

You can group by Commercial Partner or Parent Company



SEND EMAIL WITH TITLE

When sending an Email, in the email subject, it will add the Purchase Order Title.



TRANSFER TITLE FROM SO

1
Create quotation for MTO product, add title on the quotation, then confirm.

Note: to add title on Sale Order, you need to install Sales Additional Info







2
RFQ is created with title from SO