Business Performance Consulting Sdn Bhd User Guides
02

Request for Quotation

Odoo 19 Enterprise · Purchase

A Request for Quotation (RFQ) is sent to a vendor to ask for their pricing before committing to a purchase.

Process lifecycle

RFQ RFQ Sent Purchase Order Received Billed
1

Create an RFQ

Purchase ▸ Orders ▸ Requests for Quotation ▸ NEW

Click New to create a new RFQ. Select the vendor and add the products you want to quote. The vendor pricelist fills in prices automatically if configured.

RFQ header fields
Vendor * The supplier you are requesting a quote from. Their currency, payment terms, and lead time apply automatically.
Vendor Reference The vendor's quote or reference number. Used for matching when the bill arrives.
Order Date Date of the RFQ. Defaults to today.
Delivery Date Expected date for goods to arrive. Drives inventory planning.
Purchase Representative Internal buyer responsible for this order.
Company Your company (relevant in multi-company setups).
2

Add order lines

Under the Order Lines tab, add products to the RFQ. Select a product — the description, quantity, unit price, and taxes fill automatically from the vendor pricelist if configured. Edit any field before sending.

Order line fields
Product * Select the product to purchase.
Description Description of the product. Auto-filled from product configuration.
Quantity * Number of units to order.
Unit of Measure UoM for this product.
Unit Price Price quoted by the vendor. Auto-filled from vendor pricelist if available.
Scheduled Date Expected delivery date for this specific line.
Taxes Purchase taxes applied on this line.
Analytic Account Link this expense to a cost centre or project.
3

Send to vendor

SEND RFQ BY EMAIL

Click Send RFQ by Email to send the RFQ to the vendor. Odoo uses a pre-configured email template with the RFQ PDF attached. Status changes to RFQ Sent. When the vendor responds with their quote, update the prices and confirm.

4

Confirm the purchase order

CONFIRM ORDER

Once the vendor pricing is agreed, click Confirm Order. The RFQ becomes a Purchase Order (PO). Status changes to Purchase Order. A receipt is automatically created in Inventory. The PO number changes to PO-XXXXX format.

Order approval Purchase orders above a configurable amount can require a second-level approval before confirmation. Enable this in Purchase → Configuration → Settings → Purchase Order Approval and set the minimum order amount.
← Purchase Overview
Download PDF
Receiving Goods →