Generate Purchase Order from Sales Estimate

Sales Estimate to PO

Estimate Driven Purchase Order Workflow

Link and Generate Purchase Orders from Sales Estimates

This module enables seamless integration between Sales Estimates and Purchase Orders in Odoo. It supports dynamic PO generation from estimates or individual lines, with vendor specific assignment and automatic vendor detection. All generated POs are traceable back to their originating estimates ensuring procurement transparency and operational efficiency.

Main Features:

• Sales Estimate to Purchase Order Linkage:
• Establishes a direct relationship between Sales Estimates and Purchase Orders.
• Enables tracking of all Purchase Orders generated from a specific Sales Estimate for complete traceability.
• Automated Purchase Order Creation:
• Introduces a Create PO button within the Sales Estimate form to initiate Purchase Order generation.
• Vendors based on:
• Vendors based on the estimate form.
• Vendors based on estimate lines.
• Vendor Selection:
• Vendors can be manually assigned at estimate line levels.
• Dynamic Purchase Order Line Mapping:
• Automatically generates PO lines from corresponding estimate lines, including material, labor, and overhead costs.
• Updates existing PO lines if the line is already present avoiding duplicates.
• Estimate Line Enhancements:
• Adds a Purchase Order? checkbox on estimate lines to control inclusion in the generated PO.
• Allows assigning different vendors per line for more flexible procurement handling.
• Enhanced User Interface with Custom Views:
• Sales Estimate Form Enhancements:
• Options to select PO creation mode and assign vendor tags.
• Displays a PO Statistics smart button to view related RFQs/POs.
• Purchase Order Form Enhancements:
• Shows the originating Sales Estimate reference.

Workflow:

• Sales Estimate Creation:
  • A Sales Estimate is created with product/service lines.
  • Vendors can be assigned globally (at the estimate level) or individually (per estimate line).
  • Estimate lines include quantity, unit price, and cost structure (e.g., labor, overhead).
• Line Level PO Control:
  • Each estimate line includes a boolean field Purchase Order? to mark whether it should be included in PO generation.
  • Individual vendor assignment per line provides granular control over purchasing.
• Purchase Order Generation Mode:
  • Two PO generation modes are available on the estimate form:
  • Vendors based on the estimate form.
  • Vendors based on estimate lines.
• Triggering PO Generation:
  • A Create PO button on the estimate form initiates PO creation logic.
  • Backend logic performs:
  • Filtering of eligible estimate lines.
  • Vendor grouping or separation based on selected mode.
  • Dynamic PO line creation including labor and overhead items.
  • Linking of created POs to the originating estimate and lines.
• Review and Manage Generated POs:
  • A smart button on the estimate form displays all related RFQs/POs.
  • Each Purchase Order form shows:
  • A reference to the originating Sales Estimate.
  • Dynamically generated lines based on estimate content.
• Post Creation Adjustments and Processing:
  • Purchase Orders can be reviewed and modified before confirmation.
  • The standard Odoo procurement workflow proceeds as normal from this stage.