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One click RFQ cancellation in odoo 18

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

  1. 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”).
  2. Confirm Installation:
    • Ensure the module is installed and ready to use.

2. Access RFQs

  1. Navigate to the Purchase App:
    • Go to the Purchase module from the dashboard.
  2. View RFQs:
    • Open the Request for Quotation section under the Purchase menu.

3. Locate the Cancellation Button

  1. Open an RFQ:
    • Select an RFQ from the list to view its details.
  2. 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

  1. Click the Cancel Button:
    • Click on the Cancel RFQ button to initiate the cancellation.
  2. Confirm the Action (if prompted):
    • If the system prompts for confirmation, confirm the cancellation.
  3. 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)

  1. Select Multiple RFQs:
    • In the RFQ list view, select multiple RFQs using checkboxes.
  2. Use the Action Dropdown:
    • Click on the Action menu and choose Cancel RFQs if the module supports batch cancellations.

6. Verify and Test

  1. Check the RFQ List:
    • Ensure the cancelled RFQs are listed with the status Cancelled.
  2. 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RFQ cancellation feature simplifies the purchase management process by enabling users to quickly cancel unnecessary or outdated RFQs.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.

How SDLC CORP Can help to One click RFQ cancellation in odoo 18 ?

SDLC Corp offers expert Odoo development services to help businesses optimize their operations with tailored solutions. As one of the top Odoo development companies, they specialize in Odoo custom development, Odoo application development, and Odoo ecommerce development, providing scalable, integrated solutions to meet specific business needs. Whether you want to hire Odoo developers or hire Odoo experts, SDLC Corp ensures seamless implementation and support, helping businesses fully leverage Odoo for growth and efficiency.

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