Hello everyone,
I am using EspoCRM with the Sales Pack. I have the following workflow:
- I create a Quote.
- Once approved, I convert it into a Sales Order.
- From the Sales Order, I can deliver items even if I don’t have them in stock.
Here’s the issue:
If the Sales Order contains items that are not available in stock, I would like to automatically or manually generate a Purchase Order to procure these missing items from my vendors.
I checked the documentation here: Sales Orders — EspoCRM Documentation but I couldn’t find any mention of this feature.
My questions are:
- Is there a built-in way in EspoCRM (Sales Pack or another extension) to convert missing items in a Sales Order into a Purchase Order?
- If not, what is the recommended approach? Should I implement this via BPM/Workflow (Advanced Pack), or would a custom hook/service be required?
- Has anyone already built such a process or workaround?
Any guidance would be highly appreciated.