How to Manage RFQ From Email/Portal in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18
0Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here's a breakdown of how it works:
RFQ Creation and Management:
Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due dates, and vendor selection criteria.
Assign Vendors: Assign relevant vendors to the RFQ, allowing them to view and respond to the request.
Track Progress: Monitor the status of RFQs, including whether vendors have responded, negotiations are ongoing, or orders have been placed.
Email Integration:
Send RFQs: Automatically send RFQs to vendors via email, including all necessary details and attachments.
Receive Responses: Receive vendor responses directly in your Odoo inbox, where you can view and manage them efficiently.
Track Communication: Maintain a record of all email communication related to the RFQ, ensuring transparency and accountability.
Portal Integration:
Vendor Portal Access: Grant vendors access to a dedicated portal where they can view RFQs, submit quotations, and track their progress.
Online Quotation Submission: Vendors can submit quotations directly through the portal, reducing manual paperwork and ensuring timely responses.
Self-Service: Vendors can access information about RFQs, their status, and past orders without requiring constant communication.
Customers can accept or decline requests for quotation from an email or the customer portal.
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