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Document Centralization - Purchase

Centralize files attached to Purchase Order
86.10 € 86.10 € (Tax excluded)
US$ 100.00 (Tax excluded)

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ODOO'S FUNCTION

Odoo's Documents app can centralize files from various applications like Fleet, HR, and Accounting. However, this native functionality does not cover documents attached to Purchase Orders, leaving important procurement-related files disconnected from the central management system.


CLUEDOO'S FUNCTION

Cluedoo enhances document management for the procurement process by introducing:  

1️⃣ Direct synchronization of all attachments from Purchase Orders to the central Documents app.

2️⃣ Automatic and structured filing of these procurement documents for easy management.

This allows users to fully manage all their purchasing documents in one place, ensuring better traceability and accessibility for the entire procurement team.


1. Go to Settings > Enable Purchase Centralization > fill in Workspace and Default Tags

2. Go to Purchase > Choose or create a purchase order > Fill in information and attach a file


3. Go to Documents > You can see your file in your selected location.