[IMP] purchase: split purchase agreements docs

closes odoo/documentation#4290

X-original-commit: a217787ad3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/purchase/manage_deals.rst

@@ -7,6 +7,7 @@ Manage deals
 .. toctree::
    :titlesonly:
 
-   manage_deals/agreements
+   manage_deals/blanket_orders
+   manage_deals/calls_for_tenders
    manage_deals/control_bills
    manage_deals/manage

content/applications/inventory_and_mrp/purchase/manage_deals/agreements.rst

@@ -1,153 +0,0 @@
-=========================================================
-Purchase agreements: blanket orders and calls for tenders
-=========================================================
-
-There are two main types of purchase agreements preconfigured in Odoo: blanket orders and call for
-tenders.
-
-#. Blanket orders are long-term agreements between a company and a vendor to deliver products on a
-   recurring basis with predetermined pricing. Your company should consider using them when you
-   frequently purchase the same products from the same vendor in varying quantities and/or at
-   different times. Among their many benefits, you can save time as the ordering process is
-   simplified, and money thanks to more advantageous bulk pricing.
-
-#. Calls for tenders use a special procedure to request offers from multiple vendors at the same
-   time. While public sector organizations are often legally bound to release calls for tenders when
-   they want to purchase goods or services, private organizations can also use them to get the best
-   deal among several vendors.
-
-Enable purchase agreements
-==========================
-
-From the Purchase app, go to :menuselection:`Configuration --> Settings` and activate *Purchase
-Agreements*.
-
-.. image:: agreements/agreements-enable-purchase-agreements.png
-   :align: center
-   :alt: Enable purchase agreements in Odoo Purchase
-
-Configure or create new types of purchase agreements
-====================================================
-
-Before you start using purchase agreements, make sure they are configured the way you want by going
-to :menuselection:`Configuration --> Purchase Agreement Types`. From there, you can edit the way
-blanket orders and calls for tenders or *Create* a new type of purchase agreement. You can configure
-the:
-
-#. Agreement Type: the name you want to give to the agreement.
-
-#. Agreement Selection Type: you can either select multiple offers using *Select multiple RFQ
-   (non-exclusive)*, which is the default setting for both blanket orders and calls for tenders, or
-   a single offer using *Select only one RFQ (exclusive)*, which is sometimes needed for calls for
-   tenders where you only want to select a single vendor.
-
-#. Lines: generally, you would always want to select *Use lines of agreement*, which are the
-   different product lines you can configure when you set up your purchase agreement. However, you
-   can select *Do not create RfQ lines automatically* if you don't want your requests for quotations
-   to be pre-filled in with that information.
-
-#. Quantities: if you use lines of agreements, you can also specify independently if the products'
-   quantities should be used to pre-fill new requests for quotations. The default option for blanket
-   orders is *Set quantities manually*, while for calls for tenders are set to *Use quantities of
-   agreement*.
-
-.. image:: agreements/agreements-configure-types.png
-   :align: center
-   :alt: Configure purchase agreements types in Odoo Purchase
-
-Set up a blanket order
-======================
-
-Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Blanket Order*
-as your *Agreement Type*. Next, select the vendor. The other fields aren't mandatory.
-
-Next, add the products you want to order and their price. Note that you can also add a *Quantity*
-for each product, for example, if you have agreed with your vendor to order a specific minimum
-quantity each time or in total. If you have configured your blanket order to *Set quantities
-manually*, this is only used for informational purposes.
-
-.. image:: agreements/agreements-set-blanket-order.png
-   :align: center
-   :alt: Set up a blanket order in Odoo Purchase
-
-You can also write any *Terms and Conditions* at the bottom of the agreement. Once you are satisfied
-with your blanket order, click on *Confirm*. Its status then changes from *Draft* to *Ongoing* and
-it's ready to be used.
-
-Create requests for quotation from the blanket order
-----------------------------------------------------
-
-You can now create new quotations from the blanket order whenever you need it by clicking on *New
-Quotation*. Odoo automatically fills in requests for quotation with the information initially
-defined when you set up the blanket order. Depending on the way you configured the *Purchase
-Agreement Type*, product lines can also be pre-filled.
-
-From here, you can quickly view all the requests for quotations made under that blanket order by
-clicking on *RFQs/Orders*.
-
-.. image:: agreements/agreements-ongoing-blanket-order.png
-   :align: center
-   :alt: Create new quotations for an ongoing blanket order in Odoo Purchase
-
-.. tip::
-   You can also create a *Request for Quotation* the usual way and then link it to an existing
-   *Blanket Order*.
-
-Blanket orders and replenishment
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Blanket orders can be used for :doc:`automated replenishment <../../purchase/products/reordering>`,
-as once a blanket order is confirmed, a new vendor line is added to your product. Make sure the
-related vendor is in the first position if you have several vendors linked to your product.
-
-.. image:: agreements/agreements-blanket-order-replenishment.png
-   :align: center
-   :alt: Blanket order added to product configuration in Odoo Purchase
-
-Set up a call for tenders
-=========================
-
-Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Call for
-Tenders* as your *Agreement Type*. The other fields aren't mandatory, but you can add the date you
-want to be delivered and set an agreement deadline. You usually don't want to select a vendor for
-calls for tenders as you are looking to get quotations from multiple vendors.
-
-Next, add the products you want to order and in what quantity. For calls for tenders, you typically
-don't add a price, as the vendors should give you their best quote.
-
-You can also write any *Terms and Conditions* at the bottom of the agreement. Once you are ready,
-click on *Confirm*.
-
-.. image:: agreements/agreements-set-call-for-tenders.png
-   :align: center
-   :alt: Set up a call for tenders in Odoo Purchase
-
-Requests quotations from the call for tenders
----------------------------------------------
-
-You can now request new quotations from the call for tenders. Click on *New Quotation* and select
-one of your vendors you want to invite to the call for tenders. Product lines should also be
-pre-filled in, depending on how you configured the *Purchase Agreement Type*. Click on *Send by
-email* to send it to the vendor. Go back to the call for tenders and repeat this process for each
-vendor.
-
-.. image:: agreements/agreements-request-quotation.png
-   :align: center
-   :alt: Request a quotation from a call for tenders in Odoo Purchase
-
-Once you have sent a request for quotation to every vendor and receiving their quotes, click on
-*Validate* to proceed to the bid selection. Next, click on the RFQs/Orders smart button to view all
-your vendors' quotations.
-
-.. image:: agreements/agreements-validate-call-for-tenders.png
-   :align: center
-   :alt: Validate a call for tenders and view all quotations in Odoo Purchase
-
-Click on each request for quotation to add the price communicated by your vendors manually. When
-that's done, select the most advantageous offer and click on *Confirm Order*. This automatically
-closes the call for tenders. You can now proceed with the purchase order as you would for a regular
-one.
-
-.. image:: agreements/agreements-confirm-order.png
-   :align: center
-   :alt: Confirm an order in Odoo Purchase

content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst

@@ -0,0 +1,204 @@
+=============================================================
+Use blanket orders to create purchase agreements with vendors
+=============================================================
+
+Blanket orders are long-term purchase agreements between a company and a vendor to deliver products
+on a recurring basis with predetermined pricing. Using blanket orders are useful when products are
+always purchased from the same vendor, but in different quantities at different times.
+
+By simplifying the ordering process, blanket orders not only save time, they also save money, since
+they can be advantageous when negotiating bulk pricing with vendors.
+
+.. seealso::
+   :doc:`calls_for_tenders`
+
+Create a new blanket order
+==========================
+
+To create blanket orders, the *Purchase Agreements* feature first needs to be enabled in the
+settings of the *Purchase* app. To do this, go to :menuselection:`Purchase --> Configuration -->
+Settings`, and under the :guilabel:`Orders` section, click the checkbox next to :guilabel:`Purchase
+Agreements`. Doing so will enable the ability to create blanket orders, as well as alternative
+requests for quotation (RFQs).
+
+.. image:: blanket_orders/blanket-orders-settings-page.png
+   :align: center
+   :alt: Purchase Agreements enabled in the Purshase app settings.
+
+To create a blanket order, go to :menuselection:`Purchase --> Orders --> blanket orders`, and click
+:guilabel:`New`. This creates (and navigates to) a new blanket order form.
+
+From this new blanket order form, different fields and settings can be configured, so there are
+pre-determined rules that the recurring long-term agreement must follow:
+
+- :guilabel:`Purchase Representative`: is the user assigned to this specific blanket order. By
+  default, this is the user who created the agreement; the user can be changed directly from the
+  drop-down menu next to this field.
+- :guilabel:`Agreement Type`: is the type of purchase agreement this blanket order is classified
+  as. In Odoo, blanket orders are the only official purchase agreement.
+- :guilabel:`Vendor`: is the supplier to whom this agreement is tied, either once or on a recurring
+  basis. The vendor can be selected directly from the drop-down menu next to this field.
+- :guilabel:`Currency`: is the agreed-upon currency that will be used for this exchange. If multiple
+  currencies have been activated in the database, the currency can be changed from the drop-down
+  menu next to this field.
+- :guilabel:`Agreement Deadline`: is the date that this purchase agreement will be set to expire on
+  (if desired). If this blanket order should not expire, leave this field blank.
+- :guilabel:`Ordering Date`: is the date that this blanket order should be placed on if a new
+  quotation is created directly from the blanket order form. If a new quotation is created, this
+  value will automatically populate the *Order Deadline* field on the :abbr:`RFQ (Request for
+  Quotation)`.
+- :guilabel:`Delivery Date`: is the expected delivery date that the products included in an
+  :abbr:`RFQ (Request for Quotation)` created directly from the blanket order form will be expected
+  to arrive. If a new quotation is created, this value will automatically populate the *Expected
+  Arrival* field on the :abbr:`RFQ (Request for Quotation)`.
+- :guilabel:`Source Document`: is the source purchase order (PO) that this blanket order will be
+  tied to. If this blanket order should not be tied to any existing :abbr:`POs (Purchase Orders)`,
+  leave this field blank.
+- :guilabel:`Company`: is the company assigned to this specific blanket order. By default, this is
+  the company that the user creating the blanket order is listed under. If the database is not a
+  multi-company database, this field can not be changed, and will default to the only company
+  listed in the database.
+
+.. image:: blanket_orders/blanket-orders-new-agreement.png
+   :align: center
+   :alt: New blanket order purchase agreement with added products.
+
+Once all relevant fields have been filled out, click :guilabel:`Add a line` to add products under
+the :guilabel:`Product` column. Then, change the quantity of each product in the
+:guilabel:`Quantity` column (if desired), and set a price in the :guilabel:`Unit Price` column.
+
+.. important::
+   When adding products to a new blanket order, the pre-existing prices of products will not be
+   added automatically to the product lines. 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**.
+
+To view and change the default purchase agreement settings for blanket orders directly from the
+blanket order form, click the :guilabel:`internal link (arrow icon)` next to the
+:guilabel:`Agreement Type` field where :guilabel:`Blanket Order` is listed. This navigates to the
+blanket order settings.
+
+From here, the settings for blanket orders can be edited. Under the :guilabel:`Agreement Type`
+section, the name of the :guilabel:`Agreement Type` can be changed (if desired), and the
+:guilabel:`Agreement Selection Type` can be changed, as well. There are two options that can be
+activated for the type of selection:
+
+- :guilabel:`Select only one RFQ (exclusive)`: when a purchase order is confirmed, the remaining
+  purchase orders will be canceled.
+- :guilabel:`Select multiple RFQ (non-exclusive)`: when a purchase order is confirmed, remaining
+  purchase orders will ***not** be canceled. Instead, multiple purchase orders are allowed.
+
+Under the :guilabel:`Data For New Quotations` section, the settings for how product lines and
+quantities will be populated on new quotations using this purchase agreeement can be changed next
+to the :guilabel:`Lines` and :guilabel:`Quantities` fields.
+
+.. image:: blanket_orders/blanket-orders-edit-agreement-type.png
+   :align: center
+   :alt: Purchase Agreement type edit screen for blanket orders.
+
+There are two options that can be activated for :guilabel:`Lines`:
+
+- :guilabel:`Use lines of agreement`: when creating a new quotation, the product lines will
+  pre-populate with the same products listed on the blanket order, if said blanket order is chosen
+  on the new quotation.
+- :guilabel:`Do not create RfQ lines automatically`: when creating a new quotation and selecting
+  an existing blanket order, the settings will carry over to the new quotation, but the product
+  lines will not populate.
+
+And, there are two options that can be activated for :guilabel:`Quantities`:
+
+- :guilabel:`Use quantities of agreement`: when creating a new quotation, the product quantities
+  listed on the blanket order will pre-populate on the product lines, if said blanket order is
+  chosen on the new quotation.
+- :guilabel:`Set quantities manually`: when creating a new quotation and selecting an existing
+  blanket order, the product lines will pre-populate, but all quantities will be set to **0**. The
+  quantities will need to be manually set by the user.
+
+Once the desired changes have been made (if any), click :guilabel:`New` (via the breadcrumbs, at
+the top of the page) to navigate back to the blanket order form, and click :guilabel:`Confirm` to
+save this new purchase agreement. Once confirmed, the blanket order changes from *Draft* to
+*Ongoing*, meaning this agreement can be selected and used when creating new :abbr:`RFQs (Requests
+for Quotation)`.
+
+.. tip::
+   After creating and confirming a blanket order, products, quantities, and prices can still be
+   edited, added, and removed from the purchase agreement.
+
+Create a new :abbr:`RFQ (Request for Quotation)` from the blanket order
+=======================================================================
+
+After confirming a blanket order, new quotations can be created directly from the blanket order
+form that will use the rules set on the form and pre-populate the new quotation with the correct
+information. Additionally, this new quotation will be automatically linked to this blanket order
+form via the :guilabel:`RFQs/Orders` smart button at the top right of the form.
+
+To create a new quotation from the blanket order form, click :guilabel:`New Quotation`. This
+creates (and navigates to) a new :abbr:`RFQ (Request for Quotation)`, that is pre-populated with
+the correct information, depending on the settings configured on the blanket order form.
+
+From the new :abbr:`RFQ (Request for Quotation)` 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 (PO).
+
+.. image:: blanket_orders/blanket-orders-new-quotation.png
+   :align: center
+   :alt: New quotation with copied products and rules from blanket order.
+
+Once the :abbr:`PO (Purchase Order)` has been confirmed, click back to the blanket order form (via
+the breadcrumbs, at the top of the page). From the blanket order form, there is now one :abbr:`RFQ
+(Request for Quotation)` listed in the :guilabel:`RFQs/Orders` smart button at the top right of the
+form. Click the :guilabel:`RFQs/Orders` smart button to see the purchase order that was just created.
+
+.. image:: blanket_orders/blanket-orders-rfq-smart-button.png
+   :align: center
+   :alt: RFQs and Orders smart button from blanket order form.
+
+Create a new blanket order from an :abbr:`RFQ (Request for Quotation)`
+======================================================================
+
+To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app,
+and click :guilabel:`New`.
+
+Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the
+drop-down menu next to the :guilabel:`Vendor` field, and click :guilabel:`Add a product` to select
+a product from the drop-down menu in the :guilabel:`Product` column. Then, set the desired purchase
+quantity in the :guilabel:`Quantity` column, and change the purchase price in the :guilabel:`Unit
+Price` column, if desired.
+
+Clicking the :guilabel:`additional options (two-dots)` icon provides additional visibility options
+to add to the line item. Repeat these steps to add as many additional options as desired, including
+the :guilabel:`UoM` (Units of Measure) to purchase the products in, and the :guilabel:`Expected
+Arrival` date.
+
+Before confirming the new quotation and creating a purchase order, click the drop-down menu next to
+the :guilabel:`Blanket Order` field, and type a new name for the new blanket order. This creates a
+brand new purchase agreement, and saves the information entered in the fields of the purchase order
+form, as well as the product information entered on the product lines.
+
+From the new :abbr:`RFQ (Request for Quotation)` 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 :abbr:`PO (purchase
+order)`.
+
+.. image:: blanket_orders/blanket-orders-new-blanket-order.png
+   :align: center
+   :alt: New blanket order created directly from quotation.
+
+.. note::
+   To see the newly-created blanket order purchase agreement, go to :menuselection:`Orders -->
+   Blanket Orders`, and click into the new blanket order. From here, settings and rules can be
+   changed, if desired.
+
+Blanket orders and replenishment
+================================
+
+Once a blanket order is confirmed, a new vendor line is added under the :guilabel:`Purchase` tab of
+of the products included in the :abbr:`BO (Blanket Order)`. This makes blanket orders useful with
+:doc:`automated replenishment <../../purchase/products/reordering>`, because information about the
+:guilabel:`Vendor`, :guilabel:`Price`, and the :guilabel:`Agreement` are referenced on the vendor
+line. This information is used to determine where, when, and for what price this product could be
+replenished.
+
+.. image:: blanket_orders/blanket-orders-automated-replenishment.png
+   :align: center
+   :alt: Product form with replenishment agreement linked to blanket order.

content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst

@@ -0,0 +1,267 @@
+==============================================================
+Create alternative requests for quotation for multiple vendors
+==============================================================
+
+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 (and fastest) vendors, depending on their specific business needs.
+
+In Odoo, this can be done by adding alternative requests for quotation (RFQs) for different
+vendors. Once a response is received from each vendor, the product lines from each :abbr:`RFQ
+(Request for Quotation)` can be compared, and a decision can be made for which products to purchase
+from which vendors.
+
+Sometimes referred to as a *call for tender*, this process is primarily used by organizations in
+the public sector, who are legally bound to use it when making a purchase. However, private
+companies can also use alternative :abbr:`RFQs (Requests for Quotation)` to spend money efficiently,
+as well.
+
+.. seealso::
+   :doc:`blanket_orders`
+
+Configure purchase agreement settings
+=====================================
+
+To create alternative :abbr:`RFQs (Requests for Quotation)` directly from a quotation, the *Purchase
+Agreements* feature first needs to be enabled in the settings of the *Purchase* app. To do this, go
+to :menuselection:`Purchase --> Configuration --> Settings`, and under the :guilabel:`Orders`
+section, click the checkbox next to :guilabel:`Purchase Agreements`. Doing so will enable the
+ability to create alternative :abbr:`RFQs (Requests for Quotation)`, as well as the ability to
+create *blanket orders*.
+
+.. image:: calls_for_tenders/calls-for-tenders-settings-page.png
+   :align: center
+   :alt: Purchase Agreements enabled in the Purchase app settings.
+
+.. tip::
+   To save time on a *call for tender*, custom vendors, prices, and delivery lead times can be set
+   in the :guilabel:`Purchase` tab on a product form. To do so, navigate to
+   :menuselection:`Purchase --> Products --> Products`, and select a product to edit. From the
+   product form, click the :guilabel:`Purchase tab`, then click :guilabel:`Add a line`. From the
+   drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, and set a
+   :guilabel:`Price` and :guilabel:`Delivery Lead Time` if desired. Clicking the
+   :guilabel:`additional options (two-dots)` icon provides additional visibility options to add to
+   the line item.
+
+Create an :abbr:`RFQ (Request for Quotation)`
+=============================================
+
+To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app,
+and click :guilabel:`New`.
+
+Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the
+drop-down next to the :guilabel:`Vendor` field, and click :guilabel:`Add a product` to select a
+product from the drop-down menu in the :guilabel:`Product` column. Then, set the desired purchase
+quantity in the :guilabel:`Quantity` column, and change the purchase price in the :guilabel:`Unit
+Price` column, if desired.
+
+Clicking the :guilabel:`additional options (two-dots)` icon provides additional visibility options
+to add to the line item. Repeat these steps to add as many options 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 causes a :guilabel:`Compose Email` pop-up window
+to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send`.
+This turns the :abbr:`RFQ (Request for Quotation)` into a purchase order (PO), and sends an email
+to the vendor listed on the purchase order form.
+
+.. image:: calls_for_tenders/calls-for-tenders-email-popup.png
+   :align: center
+   :alt: Compose and send quotation email pop-up.
+
+.. note::
+   Sending emails to each vendor can be useful when creating alternative
+   :abbr:`RFQs (Requests for Quotation)`, because vendors can confirm if their past prices still
+   hold today, which can help companies choose the best offers for them.
+
+Create alternatives to an :abbr:`RFQ (Request for Quotation)`
+=============================================================
+
+Once a :abbr:`PO (Purchase Order)` is created and sent by email to a vendor, alternative :abbr:`RFQs
+(Requests for Quotation)` can be created and sent to additional, alternate vendors to compare
+prices, delivery times, and other factors to make a decision from which vendors to order which
+products.
+
+To create alternative :abbr:`RFQs (Requests for Quotation)`, click the :guilabel:`Alternatives` tab
+from the purchase order form, then click :guilabel:`Create Alternative`. When clicked, a
+:guilabel:`Create alternative` pop-up window appears.
+
+.. image:: calls_for_tenders/calls-for-tenders-alternatives-popup.png
+   :align: center
+   :alt: Calls for tenders pop-up to create alternative quotation.
+
+From this window, select a new/different vendor from the drop-down menu next to the
+:guilabel:`Vendor` field to assign this alternative quotation to.
+
+Next to this, there is a :guilabel:`Copy Products` checkbox that is selected by default. When
+selected, the product quantities of the original :abbr:`PO (Purchase Order)` are copied to the
+alternative. For this first alternative quotation, leave the checkbox checked. Once finished, click
+:guilabel:`Create Alternative`. This creates (and navigates to) a new :abbr:`PO (Purchase Order)`.
+
+Since the :guilabel:`Create Alternative` checkbox was left checked, this new purchase order form is
+already populated with the same products, quantities, and other details as the previous, original
+:abbr:`PO (Purchase Order)`.
+
+.. note::
+   When the :guilabel:`Copy Products` checkbox is selected while creating an alternative quotation,
+   additional products do not need to be added on the purchase order form unless desired. However,
+   if a chosen vendor is listed in the :guilabel:`Vendor` column under the :guilabel:`Purchase` tab
+   on a product form included in the purchase order, the values set on the product form carry over
+   to the :abbr:`PO (Purchase Order)`, and have to be changed manually, if desired.
+
+Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, and
+once again, click :guilabel:`Create Alternative`. This causes the :guilabel:`Create alternative`
+pop-up window to appear again. This time, choose a different vendor from the drop-down menu next to
+:guilabel:`Vendor`, and this time, *uncheck* the :guilabel:`Copy Products` checkbox. Then, click
+:guilabel:`Create Alternative`.
+
+.. tip::
+   If an alternative quotation needs to be removed from the :guilabel:`Alternatives` tab, they can
+   be individually removed by clicking on the :guilabel:`Remove (X)` icon at the end of their row.
+
+This creates a third, new purchase order. But, since the product quantities of the original
+:abbr:`PO (Purchase Order)` were *not* copied over, the product lines are empty, and new products
+need to be added by clicking :guilabel:`Add a product`, and selecting the desired products from the
+drop-down menu. Once the desired number of products are added, click :guilabel:`Send by Email`.
+
+.. image:: calls_for_tenders/calls-for-tenders-blank-alternative.png
+   :align: center
+   :alt: Blank alternative quotation with alternatives in breadcrumbs.
+
+This causes a :guilabel:`Compose Email` pop-up window to appear, wherein the message to the vendor
+can be customized. Once ready, click :guilabel:`Send` to send an email to the vendor listed on the
+purchase order form.
+
+From this newest purchase order form, click the :guilabel:`Alternatives` tab. Under this tab, all
+three purchase orders can be seen in the :guilabel:`Reference` column. Additionally, the vendors
+are listed under the :guilabel:`Vendor` column, and the order :guilabel:`Total` and
+:guilabel:`Status` of the orders are in the rows, as well.
+
+Link a new :abbr:`RFQ (Request for Quotation)` to existing quotations
+=====================================================================
+
+Creating alternative quotations directly from a purchase order form under the
+:guilabel:`Alternatives` tab is the easiest way to create and link quotations. However, separate
+:abbr:`RFQs (Requests for Quotation)` can also be linked *after* the fact, even if they are created
+completely separately at first.
+
+To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app,
+and click :guilabel:`New`.
+
+Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the
+drop-down next to the :guilabel:`Vendor` field, and click :guilabel:`Add a product` to select a
+product from the drop-down menu in the :guilabel:`Product` column. Then, set the desired purchase
+quantity in the :guilabel:`Quantity` column, and change the purchase price in the
+:guilabel:`Unit Price` column, if desired.
+
+Once ready, click :guilabel:`Send by Email`. This causes a :guilabel:`Compose Email` pop-up window
+to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send`
+to send an email to the vendor listed on the purchase order form.
+
+Then, click the :guilabel:`Alternatives` tab once more. Since this new :abbr:`PO (Purchase Order)`
+was created separately, there are no other orders linked yet. To link this order with the
+alternatives created previously, click :guilabel:`Link to Existing RfQ` on the first line in the
+:guilabel:`Vendor` column.
+
+.. image:: calls_for_tenders/calls-for-tenders-link-existing-rfq.png
+   :align: center
+   :alt: pop-up to link new quotation to existing RFQs.
+
+This causes an :guilabel:`Add: Alternative POs` pop-up window to appear. Select the three purchase
+orders created previously, and click :guilabel:`Select`. All of these orders are now copied to this
+:abbr:`PO (Purchase Order)` under the :guilabel:`Alternatives` tab.
+
+.. tip::
+   If a large number of purchase orders are being processed and the previous
+   :abbr:`POs (Purchase Orders)` can't be located, try clicking :menuselection:`Group By -->
+   Vendor` under the search bar at the top of the pop-up window to group by the vendors selected on
+   the previous orders.
+
+Compare product lines
+=====================
+
+When there are multiple :abbr:`RFQs (Requests for Quotation)` linked as alternatives, they can be
+compared side-by-side in order to determine which vendors offer the best deals on which products.
+To compare each quotation, go to the :menuselection:`Purchase` app, and select one of the
+quotations created previously.
+
+Then, click the :guilabel:`Alternatives` tab to see all the linked
+:abbr:`RFQs (Requests for Quotation)`. Next, under the :guilabel:`Create Alternative` tab, click
+:guilabel:`Compare Product Lines`. This navigates to a Compare Order Lines page.
+
+.. image:: calls_for_tenders/calls-for-tenders-compare-product-lines.png
+   :align: center
+   :alt: Compare Product Lines page for alternative RFQs.
+
+The Compare Order Lines page, by default, groups by :guilabel:`Product`. Each product included in
+any of the :abbr:`RFQs (Requests for Quotation)` is displayed in its own drop-down, along with all
+of the :abbr:`PO (Purchase Order)` numbers in the :guilabel:`Reference` column.
+
+Additional columns on this page include the :guilabel:`Vendor` from which products were ordered,
+the :guilabel:`Status` of the quotation (i.e., RFQ, RFQ Sent); the :guilabel:`Quantity` of products
+ordered from each vendor; the :guilabel:`Unit Price` per product and :guilabel:`Total` price of the
+order, and more.
+
+.. note::
+   To remove product lines from the Compare Order Lines page, click :guilabel:`Clear` at the far
+   right end of that product line's row. This removes this product as a chooseable option from the
+   page, and changes the :guilabel:`Total` price of that product on the page to **0**. On the
+   purchase order form in which that product was included, its ordered quantity is changed to
+   **0**, as well.
+
+Once the best offers have been identified, at the end of each row, individual products can be
+selected by clicking :guilabel:`Choose`. Once all the desired products have been chosen, click
+:guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to
+an overview of all :abbr:`RFQs (Requests for Quotation)`.
+
+Cancel (or keep) alternatives
+=============================
+
+Now that the desired products have been chosen, based on which vendors provided the best offer, the
+other :abbr:`RFQs (Requests for Quotation)` (from which no products were chosen) can be canceled.
+
+Under the :guilabel:`Total` column, at the far right of each row, the orders from which no products
+were chosen have automatically had their total cost set to **0**. Although they haven't been
+canceled yet, this means that they can ultimately be canceled without repercussions, *after* the
+desired purchase orders have been confirmed.
+
+.. image:: calls_for_tenders/calls-for-tenders-canceled-quotes.png
+   :align: center
+   :alt: Canceled quotations in the Purchase app overview.
+
+To confirm a quotation that contains the chosen product quantities, click into one. Then, click
+:guilabel:`Confirm Order`. This causes an :guilabel:`Alternative Warning` pop-up window to appear.
+From there, either :guilabel:`Cancel Alternatives` or :guilabel:`Keep Alternatives` can be clicked.
+If this :abbr:`PO (Purchase Order)` should *not* be confirmed, click :guilabel:`Cancel`.
+
+:guilabel:`Cancel Alternatives` automatically cancels the alternative purchase orders.
+:guilabel:`Keep Alternatives` keeps the alternative purchase orders open, so they can still be
+accessed if any additional product quantities need to be ordered. Once all products are ordered,
+:guilabel:`Cancel Alternatives` can be selected from whichever :abbr:`PO (Purchase Order)` is open.
+
+To view a detailed form of one of the :abbr:`RFQs (Requests for Quotation)` listed, click the line
+item for that quotation. This causes an :guilabel:`Open: Alternative POs` pop-up window to appear,
+from which all details of that particular quotation can be viewed. Click :guilabel:`Close` when
+finished.
+
+.. image:: calls_for_tenders/calls-for-tenders-keep-cancel-alternatives.png
+   :align: center
+   :alt: Keep or cancel pop-up for alternative RFQs.
+
+From the :guilabel:`Alternative Warning` pop-up window, click :guilabel:`Keep Alternatives` to keep
+all alternative quotations open for now. Then, click :guilabel:`Requests for Quotation` (in the
+breadcrumbs, at the top of the page) to navigate back to an overview of all :abbr:`RFQs (Requests
+for Quotation)`.
+
+Click into the remaining quotation(s) that contain products that need to be ordered, and click
+:guilabel:`Confirm Order`. This causes the :guilabel:`Alternative Warning` pop-up window to appear
+again. This time, click :guilabel:`Cancel Alternatives` to cancel all other alternative :abbr:`RFQs`
+linked with this quotation.
+
+Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to
+navigate back to an overview of all :abbr:`RFQs (Requests for Quotation)`. The canceled orders can
+be seen greyed out and listed with a :guilabel:`Cancelled` status under the :guilabel:`Status`
+column at the far right of their rows.
+
+Now that all product quantities have been ordered, the purchase process can be followed, and
+continued to completion, until the products are received into the warehouse.

redirects/16.0.txt

@@ -56,6 +56,9 @@ developer/howtos/discover_js_framework/04_miscellaneous.rst developer/tutorials/
 developer/howtos/discover_js_framework/05_custom_kanban_view.rst developer/tutorials/discover_js_framework/05_custom_kanban_view.rst                  # reorganize the developer doc
 developer/howtos/discover_js_framework/06_creating_view_from_scratch.rst developer/tutorials/discover_js_framework/06_creating_view_from_scratch.rst  # reorganize the developer doc
 developer/howtos/discover_js_framework/07_testing.rst developer/tutorials/discover_js_framework/07_testing.rst                                        # reorganize the developer doc
+# applications/purchase
+
+applications/inventory_and_mrp/purchase/manage_deals/agreements.rst applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst      # agreements.rst -> blanket_orders.rst
 
 # developer/reference/frontend