This module allows the usage of crm module to manage leads coming from suppliers. The flow is similar to CRM. The main change is that leads be generated from customer or supplier request type. For supplier requests leads can be converted in purchases.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a supplier-side pipeline to Odoo CRM, letting purchasing teams track supplier leads and turn them into requests for quotation (RFQs) and purchase orders.
This module reuses the CRM lead/opportunity screens for supplier relationships. Each lead now carries a request type: Customer Lead or Supplier Lead. On a supplier lead, the partner field is labelled Supplier instead of Customer, and the sales quotation buttons are hidden.
A new SRM menu gives purchasing users a Purchases section with My Pipeline, Vendors and supplier Leads, plus Reporting with Leads and Pipeline analyses. From a supplier opportunity, a New RFQ button opens a small dialog where you choose to create a new vendor, link an existing one, or not link any vendor; confirming then opens a new request for quotation pre-filled with the vendor and the lead.
On the lead you see counters for the number of RFQs, the number of purchase orders and the untaxed total of confirmed purchase orders, converted to company currency. Purchase orders gain a link back to the originating lead, and only supplier opportunities can be selected there.
Business rules: the vendor dialog can only be launched from a lead, and the standard customer pipeline is filtered to customer leads so the two flows stay separate.
Depends on
Menus it adds
Models and fields (4)
- crm.lead · extends an existing modelteam_id, user_id (Responsible), request_type, purchase_order_ids (Purchase Orders), purchase_order_count (Number of Purchase Orders), purchase_amount_total (Sum of Purchase Orders), request_for_quotation_count (Number of Request for Quotations)
- crm.team · extends an existing model
- purchase.order · extends an existing modelopportunity_id
- srm.rfq.partner · new modelaction (RFQ Vendor), lead_id (Associated Lead), partner_id (Vendor)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/crm.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.