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Merge Purchase Order
The Merge Purchase Order module for Odoo streamlines procurement by allowing users to combine multiple Request for Quotations (RFQs) or draft purchase orders into a single consolidated order. Designed to optimize purchasing workflows, this module saves time, reduces administrative overhead, and ensures accurate tracking of supplier engagements. With flexible merge options, users can maintain, cancel, or delete original orders while creating new, unified purchase orders tailored to business needs.
Features
Screenshots
Support
Service
Features
Multi-RFQ Merge Capability
Users can seamlessly merge two or more RFQs from the same vendor, even if they have different order dates. This feature consolidates multiple purchase requests into one comprehensive order, minimizing duplication and simplifying vendor communications.
Flexible Merge Types
The module offers three merge strategies: create a new purchase order without affecting the old orders, cancel all selected orders, or delete them entirely. This flexibility empowers users to choose the most suitable approach for their workflow, whether preserving historical data or streamlining active orders.
Vendor Selection Control
When using the merge options that leave old orders untouched, users can select a different vendor for the new purchase order. In scenarios where cancellation or deletion is required, the module enforces consistency by ensuring all merged RFQs are from the same vendor.
Screenshot
1.) Initiating the Merge Process
The purchase order overview provides a seamless way to select multiple Requests for Quotation directly from the list view. Once the desired draft orders are checked, the "Action" menu reveals the specific tool needed to begin the consolidation, allowing for a quick transition from a fragmented list to the merge configuration stage.
2.) Merge Configuration and Type Selection
A dedicated workspace appears to help define how the new purchase document should be handled. Here, the vendor and order date are confirmed, and the user can choose the specific impact the merge will have on the original documents—whether they should be left as they are, canceled for record-keeping, or removed entirely to keep the system tidy.
3.) Minimum Order Requirement Alert
If an attempt is made to perform a merge with only a single document selected, the system provides an immediate notification. This ensures the user understands that the operation requires at least two separate purchase orders to successfully combine them into a single entity.
4.) Vendor Consistency Validation
When a consolidation involves canceling or deleting the original records, the system verifies that all selected items belong to the same supplier. If a discrepancy is found, a notification reminds the user to align the vendors, ensuring that the final merged order correctly represents a single transaction with a specific partner.
5.) Document State Verification
The tool specifically targets orders that are still in the preliminary stages of the procurement cycle. If a user accidentally includes a confirmed or locked purchase order in the selection, the system provides a helpful reminder that only documents in the RFQ or Draft state are eligible for consolidation.
User Guide
