One click RFQ cancellation in odoo 18
Introduction
If you’ve installed a module that enables one-click cancellation of RFQs (Request for Quotations) in Odoo 18, here’s how you can use and implement it:
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Steps to Implement and Use One-Click RFQ Cancellation in Odoo 18
1. Verify Module Installation
- Go to the Apps Menu:
- Navigate to the Apps menu in Odoo.
- Search for the installed module that supports one-click RFQ cancellation (e.g., “RFQ Cancel Button”).
- Confirm Installation:
- Ensure the module is installed and ready to use.
2. Access RFQs
- Navigate to the Purchase App:
- Go to the Purchase module from the dashboard.
- View RFQs:
- Open the Request for Quotation section under the Purchase menu.
3. Locate the Cancellation Button
- Open an RFQ:
- Select an RFQ from the list to view its details.
- Check for the Cancel Button:
- A new button, often labeled “Cancel RFQ” or similar, should now appear in the RFQ form view or as an action button.
4. Cancel the RFQ
- Click the Cancel Button:
- Click on the Cancel RFQ button to initiate the cancellation.
- Confirm the Action (if prompted):
- If the system prompts for confirmation, confirm the cancellation.
- Review the Status:
- The RFQ status should now change to Cancelled, and it will no longer proceed in the purchase workflow.
5. Batch RFQ Cancellation (Optional)
- Select Multiple RFQs:
- In the RFQ list view, select multiple RFQs using checkboxes.
- Use the Action Dropdown:
- Click on the Action menu and choose Cancel RFQs if the module supports batch cancellations.
6. Verify and Test
- Check the RFQ List:
- Ensure the cancelled RFQs are listed with the status Cancelled.
- Review Workflow Behavior:
- Confirm that the cancellation does not interfere with other workflows, such as already confirmed purchase orders.
Optional: Configure Access Rights
- Ensure that only authorized users (e.g., purchase managers) have access to the Cancel RFQ button.
- Adjust user roles in Settings > Users & Companies > Users.
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Conclusion
The one-click RFQ cancellation feature simplifies the purchase management process by enabling users to quickly cancel unnecessary or outdated RFQs. After installing the module, these steps ensure you can effectively utilize the functionality while maintaining workflow integrity in Odoo 18.
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