diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst index 82bc44c66..9517cbba6 100644 --- a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst +++ b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst @@ -1,5 +1,5 @@ ================ -Alternative RfQs +Call for tenders ================ .. _purchase/manage_deals/alternative-rfqs: @@ -9,9 +9,9 @@ Alternative RfQs .. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` .. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)` -Sometimes, companies might want to request offers from multiple vendors at the same time, by -inviting those vendors to submit offers for similar goods or services all at once. This helps -companies to select the cheapest, fastest vendors, depending on their specific business needs. +Sometimes, companies might want to invite vendors to submit offers for similar goods or services all +at once. This helps companies select the cheapest, fastest vendors for their specific business +needs. In Odoo, this can be done by creating alternative requests for quotation (RfQs) for different vendors. Once a response is received from each vendor, the product lines from each |RfQ| can be @@ -32,60 +32,20 @@ Configuration --> Settings`. Under the :guilabel:`Orders` section, click the che Then, click :guilabel:`Save` to apply the change. -Doing so enables the ability to create alternative |RfQs|, as well as *blanket orders*. - .. image:: calls_for_tenders/calls-for-tenders-enabled-setting.png :align: center :alt: Purchase Agreements enabled in the Purchase app settings. -.. tip:: - To save time creating alternative |RfQs|, custom vendors, prices, and delivery lead times can be - set in the :guilabel:`Purchase` tab of a product form. - - To do that, navigate to :menuselection:`Purchase app --> Products --> Products`, and select a - product to edit. On the product form, click the :guilabel:`Purchase` tab, and click - :guilabel:`Add a line`. - - From the drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, then set a - :guilabel:`Price` and :guilabel:`Delivery Lead Time`, if necessary. Clicking the - :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header row, - provides additional column options to add to the line item. - .. _purchase/manage_deals/create-rfq: Create an |RfQ| =============== -To create a new |RfQ|, navigate to the :menuselection:`Purchase` app, and click :guilabel:`New`. +To create a new |RfQ|, follow the instructions in the :doc:`rfq` documentation. -On the blank |RfQ| form, add a vendor from the drop-down menu, next to the :guilabel:`Vendor` field. -Then, click :guilabel:`Add a product`, in the :guilabel:`Products` tab, to select a product from the -drop-down menu in the :guilabel:`Product` column. - -Then, set the desired quantity to purchase in the :guilabel:`Quantity` column, and change the -purchase price in the :guilabel:`Unit Price` column, if necessary. - -Clicking the :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header -row, provides additional column options to add to the line item. - -Repeat these steps to add as many column options in the :guilabel:`Products` tab as desired, -including the :guilabel:`UoM` (Units of Measure) to purchase the products in, and the -:guilabel:`Expected Arrival` date. - -Once ready, click :guilabel:`Send by Email`. - -This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be -customized, and attachments can be added, if needed. Once ready, click :guilabel:`Send`. - -This sends an email to the vendor listed on the |RfQ| form. - -.. image:: calls_for_tenders/calls-for-tenders-compose-email.png - :align: center - :alt: Compose and send quotation email pop-up. - -.. note:: - Sending emails to each vendor can be useful when creating alternative |RfQs|, because vendors can - confirm if their past prices still hold today, which helps companies choose the best offers. +.. seealso:: + `Odoo Tutorial: Purchase Basics and Your First Request for Quotation + `_ .. _purchase/manage_deals/create-alternatives: @@ -125,12 +85,6 @@ pre-populated with the same products, quantities, and other details as the previ Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, followed by :guilabel:`Create Alternative`. -.. note:: - An option to :guilabel:`Compare Product Lines` also appears. Clicking this navigates to the - :guilabel:`Compare Order Lines` page, where alternative |RfQs| can be compared, side-by-side. For - more information on this, refer to the :ref:`Compare Product Lines - ` section. - This opens the :guilabel:`Create alternative` pop-up window. Once again, choose a different vendor from the drop-down menu next to :guilabel:`Vendor`. For this particular |RfQ|, however, *uncheck* the :guilabel:`Copy Products` checkbox. Doing so removes all products on the new alternative |RfQ|, @@ -191,8 +145,8 @@ found under the :guilabel:`Alternatives` tab. .. tip:: If a large number of |POs| are being processed, and the previous |POs| can't be located, click - the :guilabel:`⬇️ (down arrow)` icon to the right of the search bar, at the top of the pop-up - window. + the :icon:`fa-chevron-down` :guilabel:`(chevron)` icon to the right of the search bar, at the top + of the pop-up window. Then, under the :guilabel:`Group By` section, click :guilabel:`Vendor`. Vendors are displayed in their own nested drop-down lists, and each vendor's list can be expanded to view open |POs| for @@ -221,14 +175,6 @@ The :guilabel:`Compare Order Lines` page, by default, groups by :guilabel:`Produ included in any of the |RfQs| is displayed in its own nested drop-down list, and features all of the |PO| numbers in the :guilabel:`Reference` column. -Additional columns on this page include the :guilabel:`Vendor` from which products were ordered, -:guilabel:`OTD`, the :guilabel:`Reference` number, the :guilabel:`Status` of the quotation (e.g., -:guilabel:`RFQ`, :guilabel:`RFQ Sent`, etc.), the product :guilabel:`Description`, the -:guilabel:`Expected Arrival` date, the :guilabel:`Quantity` of products ordered from each vendor, -the :guilabel:`Unit of Measure` used for each product (if any), the :guilabel:`Unit Price` per -product, the :guilabel:`Total` price of the order, and the :guilabel:`Currency` applied to the -order. - .. note:: To remove product lines from the :guilabel:`Compare Order Lines` page, click :guilabel:`Clear` at the far-right end of that product line's row. @@ -263,25 +209,11 @@ without having an effect on the other live orders, once those orders have been c :align: center :alt: Cancelled quotations in the Purchase app overview. -To confirm an |RfQ| for which products were selected, click into one, and click :guilabel:`Confirm -Order`. +To confirm an |RfQ| for which products were selected, click into an |RfQ|, and click +:guilabel:`Confirm Order`. -This causes a pop-up window reading :guilabel:`What about the alternative Requests for Quotations?` -to appear. From the pop-up window, two options are presented: :guilabel:`Cancel Alternatives` and -:guilabel:`Keep Alternatives`. - -If this |PO| should **not** be confirmed, click :guilabel:`Discard`. - -Selecting :guilabel:`Cancel Alternatives` automatically cancels the alternative |RfQs|. Selecting -:guilabel:`Keep Alternatives` keeps the alternative |RfQs| open, so they can still be accessed, if -any additional product quantities need to be ordered later. - -Once all products are ordered, :guilabel:`Cancel Alternatives` can be selected from whichever |PO| -is open at that time. - -.. image:: calls_for_tenders/calls-for-tenders-keep-or-cancel.png - :align: center - :alt: Keep or cancel pop-up for alternative RFQs. +This causes a :guilabel:`What about the alternative Requests for Quotations?` pop-up window +to appear. To view a detailed form of one of the |RfQs| listed, click the line item for that quotation. This opens an :guilabel:`Open: Alternative POs` pop-up window, from which all details of that particular @@ -289,20 +221,23 @@ opens an :guilabel:`Open: Alternative POs` pop-up window, from which all details Once ready, click :guilabel:`Close` to close the pop-up window. -If all alternative |RfQs| should stay open, from the :guilabel:`What about the alternative Requests -for Quotations?` pop-up window, click :guilabel:`Keep Alternatives`. +In the :guilabel:`What about the alternative Requests for Quotations?` pop-up window, two options +are presented: :guilabel:`Cancel Alternatives` and :guilabel:`Keep Alternatives`. -Then, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to -navigate back to an overview of all |RfQs|. +If this |PO| should **not** be confirmed, click :guilabel:`Discard`. -Click into the remaining |RfQs| that contain products that need to be ordered, and click -:guilabel:`Confirm Order`. +Selecting :guilabel:`Cancel Alternatives` automatically cancels the alternative |RfQs|. Selecting +:guilabel:`Keep Alternatives` keeps the alternative |RfQs| open, so they can still be accessed, if +any additional product quantities need to be ordered later. -This opens the :guilabel:`What about the alternative Requests for Quotations?` pop-up window. If -desired, and the remaining alternative |RfQs| are no longer needed, click :guilabel:`Cancel -Alternatives` to cancel all other alternative |RfQs| linked with this order. +Once all products are ordered, select :guilabel:`Cancel Alternatives` from whichever |PO| +is open at that time. -Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to +.. image:: calls_for_tenders/calls-for-tenders-keep-or-cancel.png + :align: center + :alt: Keep or cancel pop-up for alternative RFQs. + +Finally, using the breadcrumbs at the top of the page, click :guilabel:`Requests for Quotation` to navigate back to an overview of all |RfQs|. The cancelled orders can be seen, greyed out and listed with a :guilabel:`Cancelled` status, under diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-compose-email.png b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-compose-email.png deleted file mode 100644 index 80824aab7..000000000 Binary files a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-compose-email.png and /dev/null differ