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i m in trading company.

this is my work flow with before use odoo:

1. Sales Unit receive request for quotation from customer for products

2.prepare list of products an send to Purchase Unit ,Purchase Unit send it to vendors

3.purchase unit find the best price and send to Sale Unit 

4.Sale Unit send it to customer  for confirm the price ,create bill for customer( cash or .....)

5.after that Purchase Unit confirm the vendor quotation and pay off

6.wait for product to deliver in my company

7.send to customer

Now in odoo :

1.i create SO according to the customer needs

2.create PO from SO to send to my vendors

3.send RFQ to vendor and after that receive prices(usually list have many Items that customer requested )

ONE OF MY PROBLEM IS THERE 

the price will not be updated in odoo until the product purchased and received .Now how can i set price in system and change SO 's price to send it to customer to confirm from customer.

what is the solution ? I know with customized solve any problem but i'm not developer.


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Best Answer

There are a few options in Odoo.  Here's one:

  1. Create a Quotation, but don't confirm it.

  2. Get the price from the vendor without issuing an RFQ in Odoo.  When you have the price, update the Purchase Price record (can upload from Excel). 

  3. Calculate sales price and enter or upload to the price list (you might consider using this third-party app: Product Price based on Vendor Price)

  4. Now confirm the Sales Order

  5. Assuming you are using "Buy to Order", Odoo will create the RFQ and it should use the Purchase Price you setup earlier. 

Or for a simpler solution, have you considered using Leads in CRM?  That would be one place to store information about a customer enquiry before you create a Quotation.

I realize that none of this is "perfect", and more could be done with development, but I hope it gives you some ideas on how to use Odoo.  

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Author

tnx lot for reply.but one problem remain always :

i create quotation then select products that have not sales price(up to dated),we imagine receive cost price from vendor and created price list before so will calculate sales price,in this time sales price's products in quotation will not update automatically .if i change quantity of each product ,sales price will update .what i can with this situation ?

Yes, I've noticed that. It makes some sense because if you have "quantity breaks" on price lists a change in quantity might require price to be recalculated.

I think it would be better if there was an option to "lock" prices. Can you ask a new question about that?

Author

Thanks for your reply.

I think I could not tell what I need !

in Odoo13, I need the sales price to be updated automatically after entering the vendor price to be able to quote the updated price to my customer.

but now it does not do automatically !

it only does when I manually change the QTY in the sales QUOTATION.

Is there any way to update the sales price automatically based on the vendor price?