Direct PO Creation from SQ Comparison Report — A Small Customisation, Big Impact
We’ve been working with several HVAC companies on ERPNext implementations, and we’ve consistently observed that each industry has unique workflow needs, and ERPNext sometimes requires a small push to meet them effectively.
One such customisation we recently made is to the Supplier Quotation Comparison Report.
The SQ Comparison Report is already a powerful tool; it lets you compare multiple suppliers’ side by side on rates and quantity. But here’s the gap we noticed: comparing is only half the job. The real work is making the decision and acting on it.
In the standard flow, a user compares suppliers in the report, then has to navigate to Purchase Order, re-enter the vendor, item details, and rates, an extra step that costs time and introduces room for error.
What we did: We added a direct Create Purchase Order button right inside the SQ Comparison Report. Now, the owner or purchase manager can compare vendors, select the best one, and raise a PO, all from a single screen, without switching context.
The result:
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One less step in the procurement workflow
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Faster decision-to-order turnaround
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Less chance of manual entry errors
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Purchase managers stay focused instead of jumping between screens
While we built this for HVAC, honestly this applies to any industry using ERPNext for procurement, retail, construction, pharma, food processing, anyone comparing suppliers will benefit.
Small customisations like this are often what make the difference between a system people use and a system people tolerate.
Would love to hear your thoughts. Have you faced similar friction points in your ERPNext workflows? Drop them in the comments, and we’d be happy to help or discuss further!
Team Satat| Official Frappe Partner | ERPNext Implementers
