Odoo 14 Community Edition


Creating request for quotation

Now let us discuss how to create a request for quotation on the platform. The request for quotation is the finest way to send the request for required products to your supplier. If the supplier is interested in your request and answered for your request, you can either accept or reject the offer. The request for quotation window can be accessed from the Orders menu of the Purchase module. The image of the window is depicted below.

Odoo 14 Purchase

In this window you can view all the requests for quotations described in the platform along with the Reference number, Vendor details, Company, Purchase representative, Order deadline, Next activity, Total amount, and Status. The window can be viewed in List, Kanban, and Pivot views. Moreover, the window can be filtered and grouped by using the default as well as customizable sorting options.

For creating a new RFQ, you can click on the create icon available on the top left corner of the window. The image of the window is depicted below.

Odoo 14 Purchase

In this RFQ creation window, you can allocate the Vendor first. Then you can provide the Vendor Reference. It is the reference of the sales order or bid sent by the vendor. It is used to do the matching when you receive the products as this reference is usually written on the delivery order sent by your vendor. After allocating the vendor reference you can define the Purchase Agreement, Currency along with the Order Deadline and Receipt Date. Order Deadline depicts the date within which the quotation should be confirmed and converted into a purchase order. Now come to the Receipt Date option. It is the delivery date promised by the vendor. This date is used to determine the expected arrival of products.

Under the Products tab, you can add a product along with the Description, Quantity, unit price, and taxes. You also have the provision to add a section and a note by selecting the respective menu.

In the Other Information tab, you can assign the Purchase Representative, Deliver To, Incoterms, Payment Terms, and Fiscal Position. Additionally, you can enable the Print Variant Grids option. If enabled with this option, the matrix of configurable products will be shown on the report of this order.

After providing all the required data, you can save the details by selecting the Save button available. Now the RFQ can be sent to the vendor via emails and also the platform allows you to take a printout of the RFQ and send it to the vendor.

Odoo 14 Purchase

If you click on the Send by Email button, you will be depicted with an email creation window as shown below.

Odoo 14 Purchase

An automated email template is created and you have the provision to make desirable changes in the description details as per your requirements. Then you can send the email by selecting the Send button.

When the RFQ is confirmed, you can confirm the order by selecting the Confirm Order button.

We now understand how to create requests for quotation in the purchase module and now let us discuss the Purchase Agreement aspects of this module.



Cybrosys Technologies Pvt. Ltd.
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Kerala, India - 673635



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SE1 1LB, United Kingdom



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



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Dickenson Road,
Bangalore, India - 560042

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