Purchase order automation, built to be trusted

Rule-based RFQ-to-PO automation with a dry-run preview, transparent risk scoring, and a full audit log — configure it without a consultant and verify it before and after it runs.

The problem

Procurement teams lose hours every week to mechanical, repetitive steps — confirming routine RFQs, creating and validating vendor bills, chasing goods receipt — and every manual hand-off adds delay and risk. Existing automation tools force an impossible choice: single-checkbox apps that treat every order identically, or feature-heavy suites with no preview, no audit trail, and reviews that cite implementation effort and required training.

The solution

Purchase Order Automation gives you a rule engine you build in a guided form — route orders by amount, vendor, tag, product category, or warehouse — with a dry-run preview before any rule goes live and an immutable audit log of every decision. Confirmed orders can auto-generate and validate vendor bills, gated on goods receipt, with the correct accounting journal applied automatically.

Capabilities

Everything you need to automate purchasing, safely

Every capability below is implemented in the module.

01

Rule-Based Routing Engine

Auto-confirm, route to approval, or hold RFQs based on amount, vendor, vendor tag, product category, or warehouse — evaluated first-match-wins, running in real time on RFQ creation or on an hourly schedule.

02

Dry-Run Preview

See exactly which open RFQs a rule would affect and what decision it would make on each, before you switch the rule on.

03

Full Audit Log

Every automation decision — confirmed, approved, held, skipped, or overridden — is recorded with a human-readable reason, ready for finance and compliance sign-off.

04

Approval-Step Escalation

Route high-value or high-risk orders to a named approver mid-flow, with an approval activity scheduled automatically on the order.

05

Transparent Risk Scoring

A rule-based 0-100 score built from order value, vendor history, and order complexity flags risk with a visible reason — advisory only, it never confirms an order on its own.

06

Auto Vendor Bill Creation

Confirmed orders generate a vendor bill automatically, with journal auto-routing and validation gated on full goods receipt.

07

Manual Auto Process Override

Trigger or bypass automation on any single RFQ with one click — automation never traps you.

08

Bulk Confirm Wizard

Confirm many RFQs in one pass with a per-order success/failure report; each order runs in its own savepoint, so one failure never rolls back the batch.

09

Rule Effectiveness Dashboard

Pivot and graph views of the audit log show how often each rule fires, is skipped, or escalates, so you can see automation working.

Workflow

How it works

1

Build a Rule

Define conditions — amount, vendor, tag, category, warehouse — and an action in a guided form.

2

Preview It

Run a dry-run to see exactly which open RFQs the rule would touch, before it goes live.

3

Let It Run

Activate the rule; it fires in real time on new RFQs or on the hourly schedule, creating bills and gating validation on receipt.

4

Review the Log

Check the audit log, pivot, and graph to see what fired, what was skipped, and why.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. On install, PO Automation ships with zero active rules — nothing runs until you create and activate a rule yourself, and you can preview its effect first with the dry-run wizard.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Purchase Order Automation

Automate RFQ-to-PO confirmation and vendor bill creation with configurable rules, a dry-run preview, and transparent risk scoring — plus a full decision log for every automated order.

Buy on Odoo App Store