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Purchase RFQ odoo-17 odoo18 purchaseordermodule
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Purchase RFQ odoo-17 odoo18 purchaseordermodule
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  1. Purchases
  2. Fórum

RFQ for Vendors

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Relm Construction of Arizona, LLC, Justin Naylor

Is there a way to create RFQ templates for Vendors within the Purchase App, similar to what can be done within the Sales App Module? Currently, I have to create a long RFQ for the same products which requires a vendor be selected to commence the RFQ process within the Purchase App. 

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Balagopal R
Best Answer

You can Duplicate the Purchase Orders and select the vendor you needed. When you duplicate, the new record will be on RFQ status only.

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Muhammad Ramzan
Best Answer

There is a best way of doing that.
If you are using Odoo 17 then in settings enable "Purchase Agreements". Now new menu will appear in Order-> Blanket Orders. 
Create new Blanket order and in Type field select search more because by default in Odoo 17 only "Blanket Order " Type is created. In new pop up select new and you will be redirected to new form.
Write name as per you need "Purchase Template"


Update settings as shown in Picture.
After saving it go to Blanket form again and make sure this type is selected.
Now in product lines add your products you want. Make sure no vendor is selected if you want to use it globally for all vendors. Image is attached below for your reference.

You don't need to set anything else in it.

Now when you will create new RFQ then in Blanket Type field select this template then all products and their quantities as described in template will be added you can manually change them as per your need. If you selected vendor in Blanket Order form then this template will only be shown on RFQ in which that vendor is selected.

If you are using Odoo18, menu will be this: orders-> Purchase Agreements
Create new purchase agreement and in Type select "Purchase Template", because its already created in Odoo18 and configure other things as you want and usage is same as described above.

Hope you will find this solution well suitable because it's the standard way.

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