Create RFQs and Internal Transfers

Execution is explicit. Niyu Smart Stock prepares Odoo documents only when a Forecast Manager requests an action from eligible records.

Create or update a draft RFQ

1. Open Purchase Review or filter Action Lines for Ready for RFQ.
2. Review demand, stockout evidence, dated supply, selected rule, ordering cadence, transfer balance, Planner Purchase Quantity, vendor, dates, and UoM.
3. Click Create RFQ on one line or use the bulk Create / Update RFQ action on selected lines.
4. Open the generated draft and review product, purchase UoM, quantity, price, currency, destination, planned date, taxes, and terms.
5. Continue through the standard Odoo approval and confirmation process.

How RFQs are grouped

Compatible work can share a draft RFQ based on company, vendor, destination warehouse, currency, and schedule behavior. Purchase schedule batches can become dated lines on one draft or separate drafts according to the profile.

Which quantity is used

RFQ creation consistently uses the explicit Planner Purchase Quantity when set. Otherwise it follows System Suggested Purchase. The stock-UoM quantity is rounded through the central executable-quantity rules and converted to the purchase UoM.

Draft versus confirmed documents

• Draft RFQs can be updated only through an explicit planner action.
• Confirmed purchase orders are never silently altered.
• Existing eligible dated RFQs/POs can reduce a new requirement when the Planning Rule says to count them.
• Use Linked Documents to verify what the Action Line already tracks before creating more.

Create an internal transfer

1. Filter Action Lines for Ready for Transfer or open a Transfer / Transfer + Buy line.
2. Review every Transfer Plan allocation and source protection.
3. Click Create Transfer(s).
4. Open the linked internal pickings.
5. Reserve, process, and validate the physical movements through standard Inventory.

Live transfer safeguards

Before creating a picking, the planner rechecks current source stock, reservations, donor protection, policy, network, timing, UoM, existing outbound commitments, and duplicate documents. A stale transfer can be reduced or blocked.

Transfer + Buy

1. Create the timely internal transfers first.
2. Create the RFQ for the planned purchase balance.
3. Use Execution Status to track Pending, Partial, and Done.

The transfer and purchase quantities may use different UoM rules. Internal transfers use stock-UoM precision and do not inherit supplier case-pack constraints.

Reset Linked Docs

Use this only after inspecting the underlying RFQ, PO, or picking. Reset clears the Action Line's tracking links and step state. It does not delete, cancel, or reverse standard Odoo documents.