> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sheetmetalconnect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QF2Odoo: from quotation to Odoo

> See how a QuotationFactory project becomes an Odoo draft and how each system supports the work that follows.

QF2Odoo carries a QuotationFactory project into Odoo as a draft quotation. Products, multilevel bills of materials, operations and attachments come with it, so your team can review the work without rebuilding its structure by hand.

[Nederlands](https://docs.sheetmetalconnect.com/nl/qf2odoo/overview.md)

## Start with your task

> [card] [Make a quotation](https://docs.sheetmetalconnect.com/qf2odoo/workflow.md#a-customer-uses-the-portal)
>
> Follow a portal, email or internal request into Odoo.

> [card] [Prepare an assembly](https://docs.sheetmetalconnect.com/qf2odoo/workflow.md#prepare-a-part-or-assembly-before-an-order)
>
> Find the imported products, bills of materials and operations.

> [card] [Process an order](https://docs.sheetmetalconnect.com/qf2odoo/workflow.md#from-quotation-to-payment)
>
> Review and confirm the draft, then follow production and delivery.

> [card] [Revise a quotation](https://docs.sheetmetalconnect.com/qf2odoo/workflow.md#revisions-and-feedback)
>
> Understand a changed export and an identical replay.

See [imported data](https://docs.sheetmetalconnect.com/qf2odoo/imported-data.md) for field destinations and prerequisites.

## How the pieces connect

The official QuotationFactory Edge Connector links the cloud to the QF2Odoo service. That service imports the project through the required Odoo integration add-on. An optional Odoo workspace adds views and reports.

```mermaid theme={null}
flowchart LR
  Q["QuotationFactory cloud"] <--> E["Official QF Edge Connector"]
  E <--> S["QF2Odoo service"]
  S <--> O["Odoo integration add-on"]
  O --> D["Odoo draft quotation"]
```

The service builds on QuotationFactory's official Edge exchange: QuotationFactory supplies its export and receives the result through that route, while the Odoo add-on handles the Odoo side. Keeping those responsibilities separate allows the optional workspace and exchanges to be added where needed. This direct integration does not require a Unified Namespace (UNS).

After confirmation, Odoo's own procurement rules determine how work proceeds. Manufactured products created by the connector use manufacture and replenishment on order; existing purchased products keep their Odoo routes. The setup can also use an explicit subcontracting flow where configured.

## What happens next?

QuotationFactory holds the quotation project and calculation. Odoo holds customer, supplier and catalogue master data, and owns order confirmation, production, delivery and accounting.

A successful import returns its result and Odoo reference to QuotationFactory. Marking a project **Ordered** in QuotationFactory does not confirm the Odoo quotation or create manufacturing demand. Your team reviews and confirms it in Odoo.

Optional exchanges let QuotationFactory request selected master-data snapshots and receive configured production and delivery statuses. Invoicing, payment and reconciliation remain standard Odoo processes.

## What changes in Odoo?

The core add-on adds QF information to the quotation, manufacturing order and work order when relevant. The optional workspace adds **Sales → Orders → QF Projects**, source and production links, and a **QuotationFactory** tab. The quotation itself remains the normal Odoo form.

> [!NOTE]
>
> These guides describe Odoo 19. Screens and exchanges depend on your installed release and configuration.

Follow the [daily workflow](https://docs.sheetmetalconnect.com/qf2odoo/workflow.md), explore [settings](https://docs.sheetmetalconnect.com/qf2odoo/settings.md), or find a [missing result](https://docs.sheetmetalconnect.com/qf2odoo/troubleshooting.md). See also [QF2Odoo on the website](https://sheetmetalconnect.com/integratie-qf2odoo?lang=en).


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