ODOO'S FUNCTION
Odoo's automated process of generating Purchase Orders from Sales Orders ensures streamlined procurement but does not record the SO details in the PO line.
CLUEDOO'S FUNCTION
Cluedoo enhances the functionality of generated Purchase Orders by introducing:
1️⃣ A "Sales Order" field in the Purchase Order line to show the reference number of the linked Sales Order.
2️⃣ An "Origin Sales Item" field in the Purchase Order line to show the name and code of the item being sold.
This allows for the direct recording and visibility of originating Sales Order details on each Purchase Order line, improving traceability.
NOTE: it doesn't work with Product with Dropship route
1. Create a quotation. Upon confirming the quotation, a Purchase Order will be automatically generated for the product, matching the exact quantity specified in the Sales Order. Users can access the linked Purchase Order through the Smart button "Purchase". Notes: Ensure that products are configured for procurement within Inventory and verify that the correct vendors have been assigned in the product settings. |  |
2. The necessary sales items will be batched into other existing Purchase Orders with the same vendors. However, the "Sales Order" and "Origin Sales Items" fields will be recorded and marked to indicate that these products were purchased for the linked sales order. |  |