From sale order to purchase order without retyping a single line

Turns every confirmed sales order into the exact purchase orders it needs — split by vendor, previewed before creation, and checked for margin — so procurement never re-keys an order again.

The problem

Sales confirms an order, then someone in procurement manually rebuilds the same product list, quantities, and prices as a new purchase order or RFQ to the supplier. Every re-typed line is a chance to get a quantity, SKU, or vendor wrong, and there is rarely any visible link back to the sales order that started it all — so mismatches surface only after the supplier has already been contacted.

The solution

One button on the sales order opens a wizard that lets you tick exactly which lines to buy, splits them automatically by vendor, warns you before a line would lose money, and shows the purchase orders it will create before anything is committed. The reverse flow works just as confidently, turning an incoming purchase order into a sales order with a clear, configurable customer mapping.

Capabilities

Everything a confident SO to PO conversion needs

Every capability below is implemented in the module.

01

One-click SO to PO or RFQ

A header button on the sales order form opens a guided wizard that creates either a confirmed purchase order or a draft RFQ, so procurement chooses the right document type for every order.

02

Tick lines without edit mode

Every sale order line carries a quick Buy toggle and an auto-detected Vendor column right in the order grid, so you select exactly what to procure without ever entering edit mode.

03

Automatic multi-vendor splitting

Lines are grouped by each product's vendor and converted into one purchase order per supplier automatically, or consolidated onto a single PO per vendor — no manual re-sorting of a mixed-supplier order.

04

Preview before you commit

The wizard shows exactly which purchase orders will be created, with line-level quantities, costs, and vendors, before a single record is saved — convert with confidence instead of clicking and hoping.

05

Margin guard at the decision point

Each line is checked against its sale price, and any line where the purchase cost would exceed what the customer is paying is flagged in the wizard with a clear warning banner before you proceed.

06

Bidirectional audit trail

Every purchase order line created is linked back to its originating sale order line, lighting up Odoo's native Purchase and Sales smart buttons on both documents so the connection is always visible.

07

Reverse: PO to SO with vendor mapping

Turn an incoming purchase order into a draft sales order with one click, using a configurable per-vendor customer mapping so the right customer is chosen automatically instead of guessed.

08

Batch conversion from the list view

Select multiple sales orders from the list view and convert them all to purchase orders in one action, with a clear summary of how many orders converted and how many were skipped and why.

09

Guardrails against bad data

Locked, cancelled, or already-converted orders are blocked with a clear explanation instead of silently creating duplicate or orphaned purchase orders, and every conversion default is configurable from Settings.

Workflow

How it works

1

Open the wizard

Click Create Purchase Order on a confirmed sales order to launch the conversion wizard.

2

Select & review

Tick the lines to buy, confirm the auto-detected vendor per line, and choose RFQ or confirmed PO.

3

Preview the result

Check the per-vendor purchase order preview and resolve any margin warnings before committing.

4

Confirm & track

Create the purchase order(s) and follow their status from the native smart button on the sales order.

Questions

Frequently asked

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

Yes. The app links purchase order lines back to sale order lines the same way Odoo's built-in sale-purchase integration does, so it coexists with MTO procurement instead of conflicting with it.

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.

Quick Sale Order to Purchase Order

Tick the lines to buy, split them automatically by vendor, and see the purchase orders — with a margin warning — before anything is committed, plus the reverse flow from PO to SO with vendor mapping.

Buy on Odoo App Store