[ADD] purchase: RFQ

[ADD] purchase: RFQ

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closes odoo/documentation#10722

X-original-commit: db94a26e4f
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/purchase/manage_deals.rst

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

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

@@ -0,0 +1,187 @@
+======================
+Requests for quotation
+======================
+
+.. _purchase/manage_deals/rfq:
+
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |RFQ| replace:: :abbr:`RFQ (Request for Quotation)`
+.. |RFQs| replace:: :abbr:`RFQs (Requests for Quotation)`
+
+Odoo's requests for quotation (RFQs) feature in the **Purchase** app standardizes ordering products
+from multiple vendors with varying prices and delivery times.
+
+|RFQs| are documents companies send to vendors requesting product pricing. In Odoo, once the vendor
+approves the |RFQ|, the purchase order (PO) is confirmed to align on lead times and pricing.
+
+Configuration
+=============
+
+Product
+-------
+
+To auto-populate product information and prices on an |RFQ|, configure products by going to
+:menuselection:`Purchase app --> Products --> Products`. Select an existing product, or create a
+new one by selecting :guilabel:`New`. Doing so opens the product form, where various sales and
+purchasing data can be configured.
+
+To configure purchasable products, tick the :guilabel:`Can be purchased` checkbox, under the product
+name. Then, go to the :guilabel:`Inventory` tab, and enable the :guilabel:`Buy` route.
+
+.. image:: rfq/product-vendor-pricelist-config.png
+   :align: center
+   :alt: Required configuration for purchasable products.
+
+Vendor pricelist
+----------------
+
+In the :guilabel:`Purchase` tab of the product form, input the vendor and their price, to have this
+information auto-populate on an |RFQ| each time the product is listed.
+
+Default columns include :guilabel:`Quantity`, :guilabel:`Price`, and :guilabel:`Delivery Lead Time`,
+but other columns like, :guilabel:`Product Variant` or :guilabel:`Discounts`, can also be enabled.
+
+To enable or disable columns, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)`
+icon on the right side of the header row to reveal a drop-down menu of additional columns that can
+be added (or removed) from the :guilabel:`Purchase` tab.
+
+.. note::
+   Alternatively, prices and delivery lead times for existing products can be added in bulk by
+   going to :menuselection:`Purchase app --> Configuration --> Vendor Pricelists`. Click
+   :guilabel:`New` in the top-left corner. In the :guilabel:`Vendor` section of the pricelist form
+   that appears, add the product information as it pertains to the vendor.
+
+Order products
+==============
+
+With products and prices configured, follow these steps to create and send |RFQs| to make purchases
+for the company.
+
+|RFQ| dashboard
+---------------
+
+To get started, navigate to :menuselection:`Purchase app --> Orders --> Requests for Quotation`.
+
+The :guilabel:`Requests for Quotation` dashboard displays an overview of the company's |RFQs|,
+|POs|, and their status. The top of the screen breaks down all |RFQs| in the company, as well as
+individual ones (where the user is the buyer) with a summary of their status.
+
+The top-right corner also provides a quick report of the company's recent purchases by total value,
+lead times, and number of |RFQs| sent.
+
+Additionally, the dashboard includes buttons for:
+
+- :guilabel:`To Send`: orders in the |RFQ| stage that have not been sent to the vendor.
+- :guilabel:`Waiting`: |RFQs| that have been sent by email, and are waiting on vendor confirmation.
+- :guilabel:`Late`: |RFQs| or |POs| where the :guilabel:`Order Deadline` has passed.
+
+.. image:: rfq/rfq-dashboard.png
+   :align: center
+   :alt: RFQ dashboard with orders and order statuses.
+
+In addition to various view options, the :guilabel:`Requests for Quotation` dashboard provides
+:guilabel:`Filters` and :guilabel:`Group By` options, accessible via the search bar drop-down menu.
+
+.. seealso::
+   :doc:`../../../essentials/search`
+
+Create new |RFQ|
+----------------
+
+To create a new |RFQ|, click the :guilabel:`New` button on the top-left corner of the
+:guilabel:`Requests for Quotation` dashboard to reveal a new |PO| form.
+
+Start by assigning a :guilabel:`Vendor`.
+
+The :guilabel:`Vendor Reference` field points to the sales and delivery order numbers sent by the
+vendor. This comes in handy once products are received, and the |PO| needs to be matched to the
+delivery order.
+
+The :guilabel:`Blanket Order` field refers to long-term purchase agreements on recurring orders with
+set pricing. To view and configure blanket orders, head to :menuselection:`Purchase app --> Orders
+--> Purchase agreements`.
+
+The :guilabel:`Currency` can be changed, if purchasing products from a vendor in another country.
+
+Next, configure an :guilabel:`Order Deadline`, which is the date by which the vendor must confirm
+their agreement to supply the products.
+
+.. note::
+   After the :guilabel:`Order Deadline` is exceeded, the |RFQ| is marked as late, but the products
+   can still be ordered.
+
+:guilabel:`Expected Arrival` is automatically calculated based on the :guilabel:`Order Deadline`
+and vendor lead time. Tick the checkbox for :guilabel:`Ask confirmation` to ask for signage at
+delivery.
+
+With the :doc:`Storage Locations feature
+<../../inventory/warehouses_storage/inventory_management/use_locations>` activated,
+the :guilabel:`Deliver to` field appears, with options for the order shipment.
+
+Select the receiving warehouse address here, or select :guilabel:`Dropship` to indicate that this
+order is to be shipped directly to the end customer. When :guilabel:`Dropship` is selected, the
+:guilabel:`Dropship address` field is enabled. Contact names auto-populate here from the
+**Contacts** app.
+
+Products tab
+~~~~~~~~~~~~
+
+In the :guilabel:`Products` tab, add the products to be ordered. Click :guilabel:`Add a product`,
+and type in the product name, or select the item from the drop-down menu.
+
+To create a new product and add it, type the new product name in the :guilabel:`Product` column,
+select :guilabel:`Create [product name]` from the resulting drop-down menu, and manually add the
+unit price. Or, select :guilabel:`Create and edit...` to be taken to the product form for that new
+item.
+
+:guilabel:`Catalog` can also be selected to navigate to a product menu from the chosen vendor. From
+here, products can be added to the cart.
+
+.. note::
+   To make adjustments to products and prices, access the product form by clicking the
+   :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon that becomes available upon hovering over
+   the :guilabel:`Product` name.
+
+Send |RFQ|
+----------
+
+Clicking :guilabel:`Send by Email` reveals a :guilabel:`Compose Email` pop-up window, with a
+:guilabel:`Purchase: Request for Quotation` template loaded, ready to send to the vendor's email
+address (configured in the **Contacts** app).
+
+After crafting the desired message, click :guilabel:`Send`. Once sent, the |RFQ| moves to the
+:guilabel:`RFQ Sent` stage.
+
+Clicking :guilabel:`Print RFQ` downloads a PDF of the |RFQ|.
+
+Confirm order
+-------------
+
+Clicking :guilabel:`Confirm Order` directly transforms the |RFQ| into an active |PO|.
+
+.. tip::
+   Odoo tracks communications on each order through the chatter of the |PO| form. This shows the
+   emails sent between the user and the contact, as well as any internal notes and activities.
+   Messages, notes, and activities can also be logged on the chatter.
+
+Once an |RFQ| is confirmed, it creates a |PO|.
+
+On the new |PO|, the :guilabel:`Order Deadline` field changes to :guilabel:`Confirmation Date`,
+which displays the date and time the user confirmed the order.
+
+Depending on the user's chosen configuration in the **Purchase** app settings, a *vendor bill* is
+created once products have been ordered or received. For more information, refer to the
+documentation on :doc:`managing vendor bills <manage>`.
+
+.. note::
+   After an order is placed, clicking :guilabel:`Receive Products` records the reception of new
+   products into the database.
+
+.. note::
+   With the **Inventory** app installed, confirming a |PO| automatically creates a receipt document,
+   with the product information and expected arrival dates automatically populated.
+
+.. seealso::
+   :doc:`manage`
+