In this video, learn how to create your first request for quotation in Odoo Purchase.
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What does it mean when the RFQ is in the ‘Waiting’ stage?
The RFQ form has been created, but is waiting for products to be added
The RFQ has been sent by email, and is waiting on vendor confirmation
The RFQ has been confirmed by the vendor, and is waiting for products to be delivered
The RFQ has been confirmed by the vendor, and is waiting for payment to be processed
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What happens when I confirm the RFQ?
3.
How do I add products to an RFQ?
Open the Inventory App >> Products page, and click “Add to.” Type in your RFQ name here
Open the Inventory App >> Products page in a separate tab, and drag the product into the RFQ
In the Products tab of your RFQ, start typing in the product name, and select from existing products, or create a new one
In your Purchase app dashboard, type the product name in the search bar, and drag it into your RFQ
