Sale with Multiple Operating Unit

Allow a unit to request internal quotes to another

Technical Name:
sale_multi_operating_unit
Version:
12.0
License:
Author:
Open Source Integrators, Serpent Consulting Services Pvt. Ltd.
  • Odoo Version

Sale with Multiple Operating Unit

Beta License: AGPL-3 OCA/operating-unit Translate me on Weblate Try me on Runbot

This module allows a user in an operating unit to request internal quote to another operating unit.

Table of contents

Usage

  • Go to Sales
  • Create a quotation for one of your OU customer
  • Enter lines using products from your OU catalog
  • Go to the "Internal Quotes" tab and enter the list of products and quantity that you need to quote from the other OU
  • Send the internal quote

As a user in the other OUs

  • Go to CRM
  • A new lead has been created for the internal customer
  • The description contains the delivery address and the list of products and quantity to quote
  • Create a sale order from the lead, add your products, quantity and price
  • Send the quote to the internal customer

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Open Source Integrators
  • Serpent Consulting Services Pvt. Ltd.

Other credits

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

max3903

This module is part of the OCA/operating-unit project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.