I am using Odoo 14 Ent. in the construction industry context. It is typical for a General Contractor (GC) to subcontract out part of a project to, for example, an electrician. In order to put our bid together, we need to get a quotation from the would-be subcontractor. We can use the Purchase module to issue the RFQ's (or tenders). When I have the information from the subcontractor(s), I would like to add that as a line item in my Quotation (Sales module). On larger construction projects, an award may not be made for several months...by which time all this work may be a vague memory and the subcontract would still need to be awarded. I would think that I could link an Purchase RFQ/tender to the Sales Quotation but, after watching many of the very informative training video on these modules, don't see a way to do this other than, perhaps, recording the RFQ/tender number into the item description on the Quotation. If someone knows of a way that these can be more directly linked, I would love to know how.
La domanda è stata contrassegnata
4049
Visualizzazioni
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
|
1
ott 22
|
3726 | ||
|
|
1
mar 26
|
2937 | ||
|
|
0
mag 24
|
2659 | ||
|
|
2
dic 22
|
3724 | ||
|
|
1
mag 22
|
3474 |