diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals.rst b/content/applications/inventory_and_mrp/purchase/manage_deals.rst index 21b99f0ab..7c19b3d62 100644 --- a/content/applications/inventory_and_mrp/purchase/manage_deals.rst +++ b/content/applications/inventory_and_mrp/purchase/manage_deals.rst @@ -10,5 +10,6 @@ Manage deals manage_deals/rfq manage_deals/blanket_orders manage_deals/calls_for_tenders + manage_deals/purchase_templates manage_deals/control_bills manage_deals/manage diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst new file mode 100644 index 000000000..38e1c0d78 --- /dev/null +++ b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst @@ -0,0 +1,80 @@ +================== +Purchase templates +================== + +.. |Pts| replace:: Purchase templates +.. |pt| replace:: purchase template +.. |RFQ| replace:: :abbr:`RFQ (request for quotation)` +.. |RFQs| replace:: :abbr:`RFQs (requests for quotation)` + +*Purchase templates* are an agreement type that allow for the repeated creation of requests for +quotations (RFQs) for recurring purchases. Products can then be added and quantities can be changed, +as needed. |Pts| can be used for multiple vendors, saving time and simplifying the |RFQ| process. + +|Pts| differ from *blanket orders* in that a :doc:`blanket order ` is a large order +split into several deliveries, therefore all |RFQs| must be for the same vendor. |PTs| can be +replicated for multiple vendors, and can copy over quantities, which is useful when placing frequent +orders. + +Configuration +------------- + +First, navigate to :menuselection:`Purchase app --> Configuration --> Settings`. Under the +:guilabel:`Orders` section, tick the :guilabel:`Purchase Agreements` checkbox. Click +:guilabel:`Save` to save the changes. + +.. image:: purchase_templates/purchase-agreements-setting.png + :alt: The Purchase agreements setting in the Purchase app. + +Create a new template +--------------------- + +Navigate :menuselection:`Purchase app --> Orders --> Purchase Agreements` and click :guilabel:`New`. + +Select a :guilabel:`Vendor` from the drop-down list. + +.. tip:: + To make this template available to use with multiple vendors, leave the :guilabel:`Vendor` field + blank. + +In the :guilabel:`Agreement Type` field, select :guilabel:`Purchase Template` from the drop-down. + +Confirm the information in the remaining fields is correct, or update as needed. + +On the :guilabel:`Products` tab, click :guilabel:`Add a line`, and select the desired product. +Update the :guilabel:`Quantity`, and set the :guilabel:`Unit Price`. + +.. important:: + When adding products to a new blanket order, the pre-existing prices of products are not + automatically added to the product lines. Instead, the prices **must** be manually assigned, by + changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed + vendor. Otherwise, the price will remain `0`. + +After adding all necessary products, click :guilabel:`Confirm`. + +Create a new RFQ from a purchase template +========================================= + +After confirming a |pt|, new quotations can be created directly from the |pt| form. |RFQs| using +this form are pre-populated with information based on the rules set in the form. Additionally, new +quotations are automatically linked to this |pt| form, via the :icon:`fa-list-alt` +:guilabel:`RFQs/Orders` smart button at the top of the form. + +To :ref:`create a new quotation `, click :guilabel:`New +Quotation`. This opens a new |RFQ|, that is pre-populated with the correct information, depending on +the settings configured on the |pt| form. + +If there was no vendor identified on the |pt|, choose a :guilabel:`Vendor` from the drop-down list. +Products can be added to the |RFQ| by clicking :guilabel:`Add a product` in the :guilabel:`Products` +tab. To remove a product, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon at the far-right of +the product line. + +From the new |RFQ| form, click :guilabel:`Send by Email` to compose and send an email to the listed +vendor. Click :guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once ready, +click :guilabel:`Confirm Order` to confirm the purchase order. + +After confirming the order, return to the |pt| via the breadcrumbs. The :icon:`fa-list-alt` +:guilabel:`RFQs/Orders` smart button has been updated to list the confirmed order. + +.. image:: purchase_templates/rfq-smart-button.png + :alt: The RFQ smart button on a purchase template. diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/purchase-agreements-setting.png b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/purchase-agreements-setting.png new file mode 100644 index 000000000..48a382c6c Binary files /dev/null and b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/purchase-agreements-setting.png differ diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/rfq-smart-button.png b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/rfq-smart-button.png new file mode 100644 index 000000000..510a8683f Binary files /dev/null and b/content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates/rfq-smart-button.png differ diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst index e7ab2adbc..ec4e19f28 100644 --- a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst +++ b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst @@ -91,6 +91,8 @@ In addition to various view options, the :guilabel:`Requests for Quotation` dash .. seealso:: :doc:`../../../essentials/search` +.. _purchase/manage_deals/create-new-rfq: + Create new |RFQ| ----------------