Auto-Create Purchase Orders for Subcontracted Services

When offering services that are subcontracted from a third party, it can be convenient to have a purchase order for the service automatically created when the sales order is confirmed.

In Odoo, this is a configurable workflow at the product level. The following steps are required to set it up:

  1. Open an existing service product (product type: Service) or create a new one.
  2. Go to the Purchase​ tab and add a vendor for the product.
  3. In the Reordering section of the Purchase tab, enable Subcontract Service​.

The next time the product is added to a sales order and the sales order is confirmed, a purchase order will be automatically created for the order, using the vendor set for the product.

A few things to consider regarding updates on confirmed sales orders:

  1. If the quantity on the sales order is decreased, the quantity on the request for quotation (not a confirmed purchase order) will not be updated automatically.
  2. If the quantity on the sales order is increased, the quantity on the request for quotation will be updated automatically.
  3. If the quantity on the sales order is increased and the purchase order is already confirmed, a new request for quotation will be created.
  4. If another service product is added to the sales order, it will be automatically added to an existing request for quotation if the vendor is the same; otherwise, a new request for quotation will be created.