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:
- Open an existing service product (product type: Service) or create a new one.
- Go to the
Purchase tab and add a vendor for the product. - 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:
- 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.
- If the quantity on the sales order is increased, the quantity on the request for quotation will be updated automatically.
- If the quantity on the sales order is increased and the purchase order is already confirmed, a new request for quotation will be created.
- 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.