Cancel RFQ

In this video, you’ll learn how to easily cancel a Request for Quotation (RFQ) in Odoo18, helping you maintain a clean and accurate procurement pipeline by removing unnecessary or duplicate entries.

• Navigating to RFQs: The video starts by accessing the Purchase module and opening the list of Requests for Quotation (RFQs).
• Identifying RFQs to Cancel: The narrator explains how to identify specific RFQs that are no longer needed, such as duplicates, draft entries, or those with zero value.
• Using Filters: A powerful feature demonstrated is the use of the Search and Filter tools to quickly isolate RFQs by vendor or status, making it easier to select the correct records.
• Selecting Records for Cancellation: The video shows how to select multiple RFQs at once from the list view for efficient batch cancellation.
• Executing the Cancellation: The narrator clicks the Cancel button, and a confirmation dialog appears to ensure the action is intentional before the status is updated.
• Benefits of RFQ Cancellation: The video concludes by highlighting how regularly canceling unnecessary RFQs simplifies the list of quotations to be converted into Purchase Orders, improving procurement workflow.