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[IMP] purchase: call for tenders 17.0 updates

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closes odoo/documentation#10865

X-original-commit: 2cd893938a
Signed-off-by: Kara Ekiss (kaek) <kaek@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-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>
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Sam Lieber (sali) 2024-07-26 18:24:24 +00:00 committed by kekiss
parent 1ae6cc202d
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119
content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst
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@ -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
<https://www.youtube.com/watch?v=o_uI718P1Dc>`_
.. _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
<purchase/manage_deals/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

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