diff --git a/purchase/purchases/tender.rst b/purchase/purchases/tender.rst index 1d5a7d117..50863e619 100644 --- a/purchase/purchases/tender.rst +++ b/purchase/purchases/tender.rst @@ -8,3 +8,4 @@ Purchase Agreements tender/manage_multiple_offers tender/partial_purchase tender/blanket_orders + tender/call_for_tender diff --git a/purchase/purchases/tender/call_for_tender.rst b/purchase/purchases/tender/call_for_tender.rst new file mode 100644 index 000000000..dbd70dc41 --- /dev/null +++ b/purchase/purchases/tender/call_for_tender.rst @@ -0,0 +1,55 @@ +====================== +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 diff --git a/purchase/purchases/tender/media/call_for_tender01.png b/purchase/purchases/tender/media/call_for_tender01.png new file mode 100644 index 000000000..9ff7e3620 Binary files /dev/null and b/purchase/purchases/tender/media/call_for_tender01.png differ diff --git a/purchase/purchases/tender/media/call_for_tender02.png b/purchase/purchases/tender/media/call_for_tender02.png new file mode 100644 index 000000000..93cebb525 Binary files /dev/null and b/purchase/purchases/tender/media/call_for_tender02.png differ diff --git a/purchase/purchases/tender/media/call_for_tender03.png b/purchase/purchases/tender/media/call_for_tender03.png new file mode 100644 index 000000000..a6ef448e6 Binary files /dev/null and b/purchase/purchases/tender/media/call_for_tender03.png differ diff --git a/purchase/purchases/tender/media/call_for_tender04.png b/purchase/purchases/tender/media/call_for_tender04.png new file mode 100644 index 000000000..82947cf8a Binary files /dev/null and b/purchase/purchases/tender/media/call_for_tender04.png differ