[ADD] purchase: Manage Call for Tender

https://docs.google.com/document/d/1s-OT7SDAGdGeKEWIW--EF9LTW6RBiPI7QQXgGcvhooU/edit
This commit is contained in:
Yannick Tivisse 2018-03-08 10:38:24 +01:00
parent 8eb05cffe8
commit 945fc7c8f2
6 changed files with 56 additions and 0 deletions

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@ -8,3 +8,4 @@ Purchase Agreements
tender/manage_multiple_offers
tender/partial_purchase
tender/blanket_orders
tender/call_for_tender

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======================
Manage Call for Tender
======================
A Call for Tender is a special procedure to request offers from multiple
vendors to obtain the most interesting price.
Configuration
=============
For this feature to work, go to :menuselection:`Purchases -->
Configuration --> Settings` and activate the *Purchase Agreements*
feature.
.. image:: media/call_for_tender01.png
:align: center
Create a Call for Tender
========================
To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
Create a new purchase agreement, access the *Agreement Type* drop down
menu and select *Call for Tender*.
When you are satisfied with your purchase agreement, confirm it will
move from *Draft* to *Confirmed* and a new *RFQs/Orders* appeared
in the top right corner of the document.
.. image:: media/call_for_tender02.png
:align: center
Request new quotations from the Call for Tender
-----------------------------------------------
From the Call for Tender, Odoo will auto-fill the RFQ with the product(s)
from your Call for Tender.
Select the best offer
=====================
The various RFQs and orders linked to the Call for Tenders will be under
the *RFQs/Orders* button where you can select and confirm the best
offer.
.. image:: media/call_for_tender03.png
:align: center
Close the Call for Tender
-------------------------
Once you're done with your *Call for Tender* don't forget to close it.
.. image:: media/call_for_tender04.png
:align: center

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