Turn vendor sourcing into confident quotations
Sales & Trade Inquiry Management gives trading and distribution teams a dedicated inquiry pipeline: source from vendors, compare prices and margin side by side, then convert to a quotation in one click.
The problem
When a customer asks for goods you do not stock, native Odoo has no home for the request while you source it. Sales reps juggle draft quotations, spreadsheets and email threads to get vendor pricing back from purchasing, hiding the trading margin until it is too late and leaving the inquiry-to-quote cycle untraceable.
The solution
Trade Inquiries give every unsourced request a dedicated record with its own pipeline. Generate RFQs to vendors, compare their responses side by side, watch the margin update live as prices come in, and convert the approved inquiry into a standard Sales Quotation with one click.
Everything a trading desk needs to source, compare and quote
Every capability below is implemented in the module.
Dedicated Trade Inquiries
A first-class record for every customer request you are still sourcing, kept completely separate from your committed Sales Quotations.
Visible Pipeline
Each inquiry moves through a clear stage pipeline — Draft, Sourcing, Vendor Quoted, To Approve, Approved, Converted — so nothing gets lost in a busy queue.
One-Click RFQ Generation
Generate real purchase orders for every vendor you need to source from, linked straight back to the inquiry, and lock them once confirmed.
Side-by-Side Vendor Comparison
Line up every vendor's response in a single grid and let the best price stand out automatically, instead of comparing quotes by hand.
Live Trading Margin
Cost, sale price and margin recalculate the moment a vendor price is entered, so you always know your number before you quote.
Value-Based Approval
Set a single monetary threshold: small inquiries convert straight away, larger ones route to a Trade Inquiry Manager for sign-off first.
One-Click Conversion
Turn an approved inquiry into a native Sales Quotation — optionally pre-filled from your chosen quotation template — with a single button.
Reusable Inquiry Templates
Save recurring request patterns as templates, complete with line items and notes, so standard inquiries are ready in seconds.
Guided Onboarding
An in-form guide explains exactly when to start a Trade Inquiry instead of a direct quotation, so new team members are productive from day one.
How it works
Capture the request
Log the customer and the items they are asking about, starting from a template if the request is a recurring pattern.
Source from vendors
Generate RFQs to the vendors you need and record each price as it comes back.
Compare and approve
Compare vendor responses side by side, watch the margin update live, and route larger inquiries for manager approval.
Convert and notify
Convert the approved inquiry into a Sales Quotation in one click, with an optional automatic notification to the customer.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
A Trade Inquiry is a separate record for a customer request you are still sourcing from vendors. It only becomes a Sales Quotation after vendors have responded and, if required, a manager has approved it — so your quotation pipeline never mixes committed deals with requests still being priced.
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.
Sales & Trade Inquiry Management
A dedicated inquiry pipeline for goods you don't stock, with one-click RFQs, side-by-side vendor comparison and live trading margin — converted to a quotation after value-based approval.
Buy on Odoo App Store