diff --git a/purchase/purchases/tender/manage_multiple_offers.rst b/purchase/purchases/tender/manage_multiple_offers.rst index b86963f1b..fb86118ca 100644 --- a/purchase/purchases/tender/manage_multiple_offers.rst +++ b/purchase/purchases/tender/manage_multiple_offers.rst @@ -2,3 +2,137 @@ How to manage multiple offers from suppliers with purchase tenders? =================================================================== +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. + +For more information on best uses, please read the chapter :doc:`../../overview/difference` + +Configuration +============= + +Activating the Purchase Tender function +--------------------------------------- + +By default, the Purchase Tender is not activated. To be able to use PTs, +you must first activate the option. + +In the Purchases module, open the Configuration menu and click on +Settings. In the Purchase Order section, locate the **Calls for +Tenders** and tick the box Allow using call for tenders… (advanced), +then click on **Apply**. + +.. image:: ./media/image16.png + :align: center + +Creating a Purchase Tender +-------------------------- + +To create a new Purchase Tender, open :menuselection:`Purchase --> Purchase Tenders`. + +.. image:: ./media/image19.png + :align: center + +In the Purchase Tenders window, click on **Create**. A new Purchase Tenders +window opens. + +By default, Odoo names PTs "TEXXXXX" but you can change it as you like. + +.. image:: ./media/image21.png + :align: center + +In the **Responsible** field, you can select the person who will be in +charge of the PT. + +In the **Tender Selection Type** menu, you can decide to: + +- select only one RfQ and automatically cancel all other bid: *Select only one RFQ (exclusive)* + +- allow multiple purchase orders for this PT: *Select multiple RFQ* + +Tick in the box **Multiple RFQ per vendor** if you wish to allow +suppliers to send in more than one Request for Quotation. + +.. image:: ./media/image18.png + :align: center + +In the **Tender Closing Deadline** field, select the date to bids are +closed for suppliers. + +In the **Scheduled Ordering Date** field, select the date to which you +will place the order. + +In the **Scheduled Date** field, select the date to which the products +should be delivered. + +In the **Source Document** field, you can insert a previous PO to use as +a template. + +.. image:: ./media/image15.png + :align: center + +In the Products section, click on **Add an item**. + +Select the product in the **Product** list, then insert **Quantity**. +You can add as many products as you wish. + +.. image:: ./media/image04.png + :align: center + +Click on **Save**, then on **Confirm Call**. Two new RFQs/Bids and Request a +Quotation tabs have appeared on the right side of the window. + +.. image:: ./media/image17.png + :align: center + +Click on **Request a Quotation** and type in the names of the suppliers you +wish to include in the PT, then click on **Create Request for Quotation**. + +.. image:: ./media/image12.png + :align: center + +A list of suppliers has appeared in the **Requests for Quotation** +section. + +.. image:: ./media/image09.png + :align: center + +To send the RfQs to your suppliers, click on the green V icon. You can +also review the RfQ before sending them by clicking on them. + +When you receive offers, click on the RFQs/Bids tab. In the list view, +select the company and click on **Edit** to adapt the details as stated in +the offer. + +.. image:: ./media/image20.png + :align: center + +When you have edited all the corresponding fields, click on **Save**. + +When the deadline has been reached, click on **Close Call for Tenders**. The +status of the PT is now **Bid Selection**. Open the RFQs/Bids tab and open +the RfQ(s) you wish to proceed with. + +.. image:: ./media/image14.png + :align: center + +Click on **Approve Order** to convert the RfQ into a Purchase Order, the go +back to your PT and click on **Done** to close the PT. + +.. demo:action:: purchase_requisition.action_purchase_requisition + + View *Purchase Tenders* in our Online Demonstration + +.. seealso:: + + :doc:`../../overview/from_po_to_invoice` + + :doc:`../../overview/difference` + +.. rst-class:: text-muted + +| Written by Samuel Cabodi (Odoo) +| Proofread by Geoffrey Bressan (Odoo) diff --git a/purchase/purchases/tender/media/image04.png b/purchase/purchases/tender/media/image04.png new file mode 100644 index 000000000..3665c7706 Binary files /dev/null and b/purchase/purchases/tender/media/image04.png differ diff --git a/purchase/purchases/tender/media/image09.png b/purchase/purchases/tender/media/image09.png new file mode 100644 index 000000000..9c18c40aa Binary files /dev/null and b/purchase/purchases/tender/media/image09.png differ diff --git a/purchase/purchases/tender/media/image12.png b/purchase/purchases/tender/media/image12.png new file mode 100644 index 000000000..d3f71e500 Binary files /dev/null and b/purchase/purchases/tender/media/image12.png differ diff --git a/purchase/purchases/tender/media/image14.png b/purchase/purchases/tender/media/image14.png new file mode 100644 index 000000000..f94b7d402 Binary files /dev/null and b/purchase/purchases/tender/media/image14.png differ diff --git a/purchase/purchases/tender/media/image15.png b/purchase/purchases/tender/media/image15.png new file mode 100644 index 000000000..972fe3c99 Binary files /dev/null and b/purchase/purchases/tender/media/image15.png differ diff --git a/purchase/purchases/tender/media/image16.png b/purchase/purchases/tender/media/image16.png new file mode 100644 index 000000000..7ced8a591 Binary files /dev/null and b/purchase/purchases/tender/media/image16.png differ diff --git a/purchase/purchases/tender/media/image17.png b/purchase/purchases/tender/media/image17.png new file mode 100644 index 000000000..bd8760689 Binary files /dev/null and b/purchase/purchases/tender/media/image17.png differ diff --git a/purchase/purchases/tender/media/image18.png b/purchase/purchases/tender/media/image18.png new file mode 100644 index 000000000..cefe185a3 Binary files /dev/null and b/purchase/purchases/tender/media/image18.png differ diff --git a/purchase/purchases/tender/media/image19.png b/purchase/purchases/tender/media/image19.png new file mode 100644 index 000000000..b915a7327 Binary files /dev/null and b/purchase/purchases/tender/media/image19.png differ diff --git a/purchase/purchases/tender/media/image20.png b/purchase/purchases/tender/media/image20.png new file mode 100644 index 000000000..ed3df4df4 Binary files /dev/null and b/purchase/purchases/tender/media/image20.png differ diff --git a/purchase/purchases/tender/media/image21.png b/purchase/purchases/tender/media/image21.png new file mode 100644 index 000000000..d8ee12245 Binary files /dev/null and b/purchase/purchases/tender/media/image21.png differ