From 0f5fb247a6a348e0b24644ff2a5c981ee7061e4b Mon Sep 17 00:00:00 2001
From: Martin Trigaux <mat@odoo.com>
Date: Wed, 9 Sep 2015 17:37:01 +0200
Subject: [PATCH] [ADD] purchase: difference between purchase order, tender and
 rfq

Based on https://docs.google.com/document/d/1X0kBpPsN1pkKyqKfX3JTXB7Tam2rgaYFkmHgV0TeP7Q/edit#
---
 _static/banners/purchase.png                  | Bin 0 -> 4101 bytes
 applications.rst                              |   1 +
 purchase.rst                                  |  11 +++
 purchase/overview.rst                         |   9 ++
 purchase/overview/difference.rst              |  91 ++++++++++++++++++
 purchase/overview/from_po_to_invoice.rst      |   4 +
 purchase/purchases.rst                        |   9 ++
 purchase/purchases/rfq.rst                    |   8 ++
 purchase/purchases/rfq/create.rst             |   4 +
 purchase/purchases/tender.rst                 |   8 ++
 .../tender/manage_multiple_offers.rst         |   4 +
 11 files changed, 149 insertions(+)
 create mode 100644 _static/banners/purchase.png
 create mode 100644 purchase.rst
 create mode 100644 purchase/overview.rst
 create mode 100644 purchase/overview/difference.rst
 create mode 100644 purchase/overview/from_po_to_invoice.rst
 create mode 100644 purchase/purchases.rst
 create mode 100644 purchase/purchases/rfq.rst
 create mode 100644 purchase/purchases/rfq/create.rst
 create mode 100644 purchase/purchases/tender.rst
 create mode 100644 purchase/purchases/tender/manage_multiple_offers.rst

diff --git a/_static/banners/purchase.png b/_static/banners/purchase.png
new file mode 100644
index 0000000000000000000000000000000000000000..cf4e4b5a6d833b3b6ee0600905872f44eab44aa1
GIT binary patch
literal 4101
zcmd5<XH-*Ll)hk85Rr}op#^DDq&Ja(kB+p^VhmvDQVcy5se<(Qs3OuH<q4(`q)Sr}
z5K$1NNS7}1AP*u0f`p0AubCgSX8z5(=iI&SzWZBee|ztB_Bm-bRwnG{1kV8gz;0%0
z2xG{%za|Sa;|<Z#9%KlRw}GVr0MtKX`-wWu_!e_Fg;@eXloSBOCjkJBp^E<o0AWf1
z@cj+|=oA9L#lYg1wz`ZTXWT4I41tqhPkHCFT!w}<(DYUa04PfQnoJSZ&~S$GY^a%~
z(b<L5XZW<hGlmXR0B~W%%+SC-VtQ-tmOpYm?9~prn5?MUyJ&-KwBgn?D_F5?zI>aF
zP_19oY&&yVUldVpDVoFY^LdqEBue{~!tXPhqNo1BBB4>nrqL%sL*HF2ka@<|;}#4u
zRUkZ=V-_^3NbFtg3?WlX^pLRnzCMYK(l*tVL-7mebH!46q3iR9!_Hqv6p?l}s@NN1
z0k?o05{Qk}g7oMA2NC#!)?d!6KLI^Pm{iGBqMgYkeOW-sFk8|hZ~RfGNIZ<?tC$b)
z{K(F^o0L<<?C$QDj-AiLSP+-X{WIF$Obi=(K{DUj;<-WuzaKI?J|l73`#bo&A9mXg
zbh>L@OL`q*)13T1)#tgOYe{W!Cp3frZe>wSBv>GAQrhFhYhKyl9=OiUhn3@gkfaa?
zCjSC^8_?Md4zH8wAM>I96hVcPhuOz`Z23i+W4Y9>dR+S)MnM(^0?K)1s#nxA1Z0g2
z&0i0d5Ka-=;=029d=%xiirN+CoxwI&>_2YRptt9zx7!O?48-3`kz#Y4BS4;M)4Eg+
z40;p2bILvY5c5iaKRXzC^mUv3Bb*;Oz&&W?@R0Kr_bT|f{aQ1xaHaxzB2i8rvb%dY
zTIQ^08^0yI)o<=F^#}0BSU#m|Y>o>t^m6s<)Bq&-c=qkl#gh8J>|Bo%VdtD8R`c`a
z^@hSLnet#Mngy|;XqwffHsEG=d}A*J224}7kzEnTvr`KvpDt2Lz47A~6S$lz4@}00
z`3Olen3Ia(J;C_*gk*1^uZ@#Zc_9@dM}zIuI%kE(M(`K)a>tspKxR`zetL(OvMk?j
zRNLOV2cH|J_Uq#11%8PpQYs4<->WQ)wKev9!e&#Xi?w$O;zgCdArKfH{2hI=+1`sG
zOG7)x@(Wg`G$!^#!{~?TpVRxp*cH~e6;%zI3l6vLhD%r-w3e2K+#n1VE;c;#zK3mV
zL&CEVGr@iLt!ho4eW>D<*&|FYXoajIy!}QIaznT7N*L;5wrEiL0`+9guiLCFCN?*2
z<Qn{=mXOc~%E~iNey+O%X}y65?{BXjVM>tLRMYIrrZe^y&&}pV=8Fpb<yN==4`iVp
z5D)7L^!AOK5=J(Wx~fxK={02<@(`SJosN?TZRaV)&JJ5v*+;Ff^4VFvE5PC-pY0Et
zg1=ySLNJCpz&!}dNBOmbi=WYsav|9D+@`W)-l=|qowW%6t<8hB-Og*h-t*}=hpm@}
z`)S=paQ9LrdC2BU@aN@9&EZlhzozB4uxAI2(ySS&V5p{YXv~kETc_g@77j~Xk3{*i
zmyf8#Shd(4W*sc^pU>aG9`Q^pwXRK^eSFU~*1DaTxWbO(eDqvf9&$P!tGfT0!mzH2
zapf{|aFbL|-U~#k25-NA^D%6I>PeAyq#mLaGX3zKJHwCu9xxGxN)Me|3W>3Tvn?0-
zh8?`0S&eQfLEanWuHhVlE8vrZEIscX44@sPq;rBSCph40DSW-={pys@c7Hruzz^p?
z7MiRAJRDn%6+|a`TG!}vi>l~8)LUhu0VpdzRg8S<5)g0v{$Je(o;?hhs^-AMky0u5
z!hZGD!#gikT(c~NtxAz8oc5eXt731zGwBLCst})aD60i;pWkd<dt?<86t4HNXtQuL
z>;mtl7Yf?l;uoI&<$<K^<nLsxb2i=RU!W~sZ&x`?FpAMVpOMErKta34k{Pl2u0*WY
z=*`e1Tr3CLtRr0#D#u0!)R!L*FC0&$><LVYC4$eiKGZe@rKV~{(M!&jA#;PWOp_lV
za;q5>th2IA9UuzWw2Ewu^~mf?*=50O$a-!|oDx)h@j#w!(`~Njju)c6)St=dCFe?N
z*lS=_#^$ww75bw5W%<`Pdbt0WqGBFXA7{EfbDQJOsWh7>$&%D9=NT0?xf<hw6-6C9
z3qUD-I!GOs$9Mm1IRSTtj9{F#MT<_!)b!h0JFPFo9k-~qt=;rOS&le}ydPdeS`#&T
znG8<bBHyn!L;+8dSA9Yo!@=754^GDir_KJejW3vMzhO={;pXRfyZ<CV?Em8H|HKN?
z&=BgF09XfR_(Kq@yhbJaX*RgHYomdv1Xw;vP=Erz%Oz{#K2LExkojQ0W~aMaWZH%u
zjwV($<@BFp11i3B(B5OWvFx_~zW3)K5R=Wb4Grs1I_PnS%B_mxO?pqph<0k#w~ab}
z14Clvz_xXVrtXpsw)kQj-k8n8Vfouo%7ycK?KAM(%lkvz;;&Y->oG(m1seTW7a;ZX
zhS1CCw5#h#&18I@xyToeg_D2h9@QNY{VwBI)g0kz9t(X4*z>=ib|D~R)A;)-aM(Kp
zj{oH3u4t)b);n%b%ucP;$5fQ0lZio+plf}+scdpQF4ofCT-;4i;meA_yRcwK@gera
z<RnSBDLm0gV%uFZT5-?_>r1;2*^7+U9W=4KC1~2kVtWOxJc&0xFLxNmR3kW9&kv1j
zvbNHrU6!NC#mTn)L%AX-FAoEhv^6!aJIS79nrOv()_#rV@bYpx(1KgENI%<U?BFr9
zMtoD>{a9aOV*GA@pkx+bf#kdB`IatfKeUtHzkK{oUlul>6BY;wR<m-t61TfWuHkic
z)90#9B;S%lDb&^Xn8P7^pl*_bYsO7Mi^?WOt{C*%m1N^A2g|!W+6;al8@5Rv3*jYh
z=h=AijY+2Fw_X$uc4|!|tVEgs78<zTzSi)00|Wm|@eFh53&RqyUQ^^BGe^CZF0~F9
z@+^d9lYs`x>wcJ-1o!ACs$x}M_1J>MG1wYzm}+w&argd57k}FyPs+p&Tc8K|S8o=q
z-<xeG>tOwrKc6Z1R-Mp=E~WKVi(1f!Pr1wWLuTyLCFNo7Mx%U*D)c)QonLm}$~o>%
zHV_(?MPtc+JgeG}oJG_09BCe4Izxdt;kyB2lRf?2#YVxT-{4NvTAM~P3#ai;@@DVV
zAA6h%lp+g5!63WaX&X$bD|$vl0U%ahWJzsO0W#}mI|PaPRdpSQuT8qce%6o`Db6{f
z@Nm)rzELU@sIM-wDsTpMt(P&{^}ERVy%~(l$zXLISg-Zd6RsCxF5VAKPZhUAuOn)k
zwTj4Nrv0lAJt}@)g+?5$y{R(38HbP-$(8&B@SuKlKIPF14gm3Fq9oTBEI&BV8QsiV
z@q9JGUjPEC5j?6Zn=Qp=J?KCeMmWtAstbxw7QcOQy}!O7{mwJXCoS`X|M)#&2*f>L
z7omPTt1Bk#XO#9^zYj4T9K|$T_cDD-%}tv{qdA{`;1suU5E3my$5;dxgQaaaOoTk%
zA7<~6tw5iXBH6>V((xiF*=jYnOMT;7)7_OPV{%u?3!@8D2z)P<FE=Eg%}I~G*d)ZE
zvBx_z4X&X5gB{z5kas6+`izV}erT+S6#Xv4-xA)4DM;6zB#fMbr}W4a72+~yJA~KH
zU30xQW$UXNG(NEj`jaO7?eVN*$Jc0p({MC@=c$*yBIpeZr|k24|7^vD{|oXFHX4so
z+#Wk(fmu|gs>Lryp36hh#ljjRSnh$(Y_(JO!MZmMrP9B5cocs4YcLPrmYX9k&Ia&+
zgvzGc15V^LG}2*Onj1mtOUmS>K_(f99eayzcimC)<D0y)OS)QKp4=0H%;l;6V083h
zzGZZ&Dypz}@9Cg>Hfe$dAWdBHi+0ie)aLF4emFIZlEgQOwFQcc?TcLRLPev&X8?gR
zDG8MNbwDWy?_78Ct$xCCE{Icq`f+M3Gq+>NDSaM?xf`fE|9bq@DRDul;)*0nU0q*o
z{NvRo_VcAbG6+GJG)x`LdwgBuFQuR?yeD6MWgQrKQZudPAj^s~W4Z$dRc{Bxm|*{!
zkix1i+>T318ow_lF!^Jj+7)FlOZt1_n!;Fa(zpj8cA=N(+}=WldJt@zxo|LU$6TgV
z+~V50%NN=b{rrG>)1RawLlscw^V?M6*$!%?-G^YL9UCi70Fdz`G<BYR6uNz1iV|e0
za2ap>IMa_;|76i!DC(%_x6fJtNy>O&3mS|M8=5e_#5`fz<BJ4*mYzQyqKaN0{WLW$
z_QxwhGdR013i%l!cu9AorCEKf^>2P|M+ru+PsR=>yym$_yi*~CGiO+_a4w7a%zc`R
zThV$+Osn*os-vl~;_3l?Fi0qh7RABN9G|uPcLYakUedTe<FK(l>>YIh4Dk~RVS!7q
z;!waFRO?+bg~5arR8`P^$(1LYB>1XF`}R2DXdfNBZ^Yw}J5%m?Oe#%J%5O>z%G%J5
zsPUUD?MvQUBQhMALTGts)Q~^=ZN;4WphB!oPRf7c!IFxg3hOyeza*sf|BBWNrg$kV
zctKPvs-oJ@E+os(R~+RDa9TEf=gT<tK$;RDB)DEo;5CEqH7gPClD~=SF7hFkd?~*T
z$N9wiQ8u%U)hBO*1}Hbj@|KGbrtrPoOuy-7>b|fb$nbOHZ&g@Mrk~E4a7Gzd)U^H1
z(szi!<Uf(&n-*sSz?w(DV#wdn7i39gyBZJ~>-wOqAs@n;@p(ydznL5tw!Gar<>FR1
zd|6(RV?ez#<;*o224DRvi}L&&SL-J+EAW}-Qgw~r9Q7Dgx)Kq4GRo7J^>lLncY3CQ
zo8Th_!m-Jtb<M`Q!Qc50WfEAvc>Ao&wT+7wmY8A3bh>DAu#S&s070E`+m#G8f`@vb
zLOpfdgFP7nP*GA=S5RUM4SQvE9ThblWeqtc6&)p|R4A?dzW@Tz9(TPW{~JJAO-D)f
zKLK=Zw#y8Fz^@hT&|aY!RIn#t;DL7Y6f+Azd3(Y<Q67;&gPy<c=75=zl_BxQoy7kD
DWyzBj

literal 0
HcmV?d00001

diff --git a/applications.rst b/applications.rst
index ccf6806de..819a5629e 100644
--- a/applications.rst
+++ b/applications.rst
@@ -8,5 +8,6 @@ Applications
    accounting
    crm
    expenses
+   purchase
    recruitment
    warehouse
diff --git a/purchase.rst b/purchase.rst
new file mode 100644
index 000000000..29f240c9f
--- /dev/null
+++ b/purchase.rst
@@ -0,0 +1,11 @@
+:banner: banners/purchase.png
+
+========
+Purchase
+========
+
+.. toctree::
+   :titlesonly:
+
+   purchase/overview
+   purchase/purchases
diff --git a/purchase/overview.rst b/purchase/overview.rst
new file mode 100644
index 000000000..0e786f7ae
--- /dev/null
+++ b/purchase/overview.rst
@@ -0,0 +1,9 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/difference
+   overview/from_po_to_invoice
diff --git a/purchase/overview/difference.rst b/purchase/overview/difference.rst
new file mode 100644
index 000000000..c62279f78
--- /dev/null
+++ b/purchase/overview/difference.rst
@@ -0,0 +1,91 @@
+=========================================================
+Request for Quotation, Purchase Tender or Purchase Order?
+=========================================================
+
+Although they are intimately related, Requests for Quotation, Purchase
+Tenders and Purchase Orders are not the same.
+
+A **Request for Quotation** (RfQ) is used when you plan to purchase
+some products and you would like to receive a quote for those
+products. In Odoo, the Request for Quotation is used to send your list
+of desired products to your supplier. Once your supplier has answered
+your request, you can choose to go ahead with the offer and purchase
+or to turn down the offer.
+
+A **Purchase Tender** (PT), also known as Call for Bids, is used to
+drive competition between several suppliers in order to get the best
+offer for a list of products. In comparison to the RfQ, a Purchase
+Tender is sent to multiple suppliers, stating each are competing with
+one another, and that the best offer will win. The main interest is that
+it usually leads to better offers.
+
+The **Purchase Order** (PO) is the actual order that you place to the
+supplier that you chose, either through a RfQ, a Purchase Tender, or
+simply when you already know which supplier to order from.
+
+When to use?
+============
+
+A **RfQ** is interesting when you have never purchased the products with
+that supplier before and therefore don’t know their price. It is also
+useful if you want to challenge your suppliers once you have a
+well-established relationship with them. You can also use it to assess
+the cost of a project and see if it makes it feasible.
+
+A **Purchase Tender** is used for public offers that require an open
+offering from several suppliers. It is also useful when you need to make
+a one-off order for a product and you would like to get the best offer,
+no matter which supplier it is. It may be used when your supplier has
+not been up to your standards and you would like to either push them to
+deliver a better service, or find a replacement in their competitors.
+
+When not to use?
+================
+
+**RfQ**\ s become unnecessary once you have established your favorite
+supplier for each item, and will only increase the delay in the delivery
+of your items. In that case, the process will be simpler by starting
+straight from a Purchase Order.
+
+**Purchase Tenders** are a long and tedious process that will likely
+take more than several weeks in the best cases. If you need a quick
+delivery, this is not the way to go. Also, if you have a
+well-established relationship with one supplier, think twice before you
+initiate a PT with them as it might tear the relationship and finally
+lead to less interesting deals.
+
+Example
+=======
+
+My company builds wooden furniture. For the new series of table we are
+designing, we need some screws, metal frames and rubber protections.
+
+I create a Request for Quotation in Odoo with those products to my usual
+supplier, and send it by email. He answers back with an offer. However,
+I am not convinced by the offer, and I want to see if anyone can give a
+better one.
+
+I decide to push competition a bit and set up a Purchase Tender, that
+Odoo will send to a list of suppliers I specified. Out of the 8 offers I
+receive, one gets my attention and I decide to go ahead with that one.
+
+I confirm the order to the supplier by creating a Purchase Order from
+the PT, and Odoo automatically asks delivery of the items to the
+supplier.
+
+Configuration
+=============
+
+If you want to know how to create a **Purchase Order**, read the
+documentation on :doc:`from_po_to_invoice`
+
+If you want to know how to create a **RfQ**, read the documentation
+on :doc:`../purchases/rfq/create`
+
+If you want to know how to create a **Purchase Tender**, read the
+documentation on :doc:`../purchases/tender/manage_multiple_offers`
+
+.. rst-class:: text-muted
+
+| Written by Samuel Cabodi (Odoo)
+| Proofread by Geoffrey Bressan (Odoo)
diff --git a/purchase/overview/from_po_to_invoice.rst b/purchase/overview/from_po_to_invoice.rst
new file mode 100644
index 000000000..a7fce4b3f
--- /dev/null
+++ b/purchase/overview/from_po_to_invoice.rst
@@ -0,0 +1,4 @@
+=============================================
+From purchase order to invoice and receptions
+=============================================
+
diff --git a/purchase/purchases.rst b/purchase/purchases.rst
new file mode 100644
index 000000000..e1638b8e3
--- /dev/null
+++ b/purchase/purchases.rst
@@ -0,0 +1,9 @@
+=========
+Purchases
+=========
+
+.. toctree::
+   :titlesonly:
+
+   purchases/rfq
+   purchases/tender
diff --git a/purchase/purchases/rfq.rst b/purchase/purchases/rfq.rst
new file mode 100644
index 000000000..4d8c27e36
--- /dev/null
+++ b/purchase/purchases/rfq.rst
@@ -0,0 +1,8 @@
+========================
+Request for Quotatations
+========================
+
+.. toctree::
+   :titlesonly:
+
+   rfq/create
diff --git a/purchase/purchases/rfq/create.rst b/purchase/purchases/rfq/create.rst
new file mode 100644
index 000000000..ad9b882c7
--- /dev/null
+++ b/purchase/purchases/rfq/create.rst
@@ -0,0 +1,4 @@
+======================================
+How to create a Request for Quotation?
+======================================
+
diff --git a/purchase/purchases/tender.rst b/purchase/purchases/tender.rst
new file mode 100644
index 000000000..a61e10032
--- /dev/null
+++ b/purchase/purchases/tender.rst
@@ -0,0 +1,8 @@
+================
+Purchase Tenders
+================
+
+.. toctree::
+   :titlesonly:
+
+   tender/manage_multiple_offers
diff --git a/purchase/purchases/tender/manage_multiple_offers.rst b/purchase/purchases/tender/manage_multiple_offers.rst
new file mode 100644
index 000000000..b86963f1b
--- /dev/null
+++ b/purchase/purchases/tender/manage_multiple_offers.rst
@@ -0,0 +1,4 @@
+===================================================================
+How to manage multiple offers from suppliers with purchase tenders?
+===================================================================
+