[IMP] purchase: update blanket orders doc

closes odoo/documentation#8201

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -1,96 +1,107 @@
-=============================================================
+==============
-Use blanket orders to create purchase agreements with vendors
+Blanket orders
-=============================================================
+==============
+
+.. _purchase/manage_deals/blanket-orders:
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |UoM| replace:: :abbr:`UoM (Unit of Measure)`
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)`
 
 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
+on a recurring basis with predetermined pricing.
-always purchased from the same vendor, but in different quantities at different times.
+
+Blanket orders are helpful when products are consistently purchased from the same vendor, but in
+different quantities, and 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
+To create blanket orders, enable the *Purchase Agreements* feature from the *Purchase* app settings.
-settings of the *Purchase* app. To do this, go to :menuselection:`Purchase --> Configuration -->
+Navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and under the
-Settings`, and under the :guilabel:`Orders` section, click the checkbox next to :guilabel:`Purchase
+:guilabel:`Orders` section, click the checkbox for :guilabel:`Purchase Agreements`. Then click
-Agreements`. Doing so will enable the ability to create blanket orders, as well as alternative
+:guilabel:`Save` to implement the changes.
-requests for quotation (RFQs).
 
-.. image:: blanket_orders/blanket-orders-settings-page.png
+.. note::
+   In addition to creating blanket orders, the *Purchase Agreements* setting also allows users to
+   create alternative requests for quotation (RfQs).
+
+.. image:: blanket_orders/blanket-orders-enabled-setting.png
    :align: center
-   :alt: Purchase Agreements enabled in the Purshase app settings.
+   :alt: Purchase Agreements enabled in the Purchase app settings.
 
-To create a blanket order, go to :menuselection:`Purchase --> Orders --> blanket orders`, and click
+To create a blanket order, go to :menuselection:`Purchase app --> Orders --> Blanket Orders`, and
-:guilabel:`New`. This creates (and navigates to) a new blanket order form.
+click :guilabel:`New`. This opens a new blanket order form.
 
-From this new blanket order form, different fields and settings can be configured, so there are
+Configure the following fields in the new blanket order form to establish predetermined rules for
-pre-determined rules that the recurring long-term agreement must follow:
+the recurring long-term agreement:
 
-- :guilabel:`Purchase Representative`: is the user assigned to this specific blanket order. By
+- :guilabel:`Purchase Representative`: the user assigned to this specific blanket order. By default,
-  default, this is the user who created the agreement; the user can be changed directly from the
+  this is the user who created the agreement; the user can be changed directly from the drop-down
-  drop-down menu next to this field.
+  menu next to this field.
-- :guilabel:`Agreement Type`: is the type of purchase agreement this blanket order is classified
+- :guilabel:`Agreement Type`: the type of purchase agreement this blanket order is classified as. In
-  as. In Odoo, blanket orders are the only official purchase agreement.
+  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
+- :guilabel:`Vendor`: 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
+- :guilabel:`Currency`: the agreed-upon currency to 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
+- :guilabel:`Agreement Deadline`: the date that this purchase agreement will be set to expire on. If
-  (if desired). If this blanket order should not expire, leave this field blank.
+  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
+- :guilabel:`Ordering Date`: the date that this blanket order should be placed on if a new quotation
-  quotation is created directly from the blanket order form. If a new quotation is created, this
+  is created directly from the blanket order form. If a new quotation is created, this value
-  value will automatically populate the *Order Deadline* field on the :abbr:`RFQ (Request for
+  automatically populates the *Order Deadline* field on the |RfQ|.
-  Quotation)`.
+- :guilabel:`Delivery Date`: the expected delivery date that the products included in an |RfQ| are
-- :guilabel:`Delivery Date`: is the expected delivery date that the products included in an
+  expected, if created directly from a blanket order form. If a new quotation is created, this value
-  :abbr:`RFQ (Request for Quotation)` created directly from the blanket order form will be expected
+  automatically populates the *Expected Arrival* field on the |RfQ|.
-  to arrive. If a new quotation is created, this value will automatically populate the *Expected
+- :guilabel:`Source Document`: the source purchase order (PO) that this blanket order is tied to. If
-  Arrival* field on the :abbr:`RFQ (Request for Quotation)`.
+  this blanket order should not be tied to any existing |PO|, leave this field blank.
-- :guilabel:`Source Document`: is the source purchase order (PO) that this blanket order will be
+- :guilabel:`Company`: the company assigned to this specific blanket order. By default, this is the
-  tied to. If this blanket order should not be tied to any existing :abbr:`POs (Purchase Orders)`,
+  company that the user creating the blanket order is listed under. If the database is not a
-  leave this field blank.
+  multi-company database, this field **cannot** be changed, and defaults to the only company listed
-- :guilabel:`Company`: is the company assigned to this specific blanket order. By default, this is
+  in the database.
-  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
+the :guilabel:`Product` column. Then, in the :guilabel:`Quantity` column, change the quantity of
-:guilabel:`Quantity` column (if desired), and set a price in the :guilabel:`Unit Price` column.
+each product, 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
+   When adding products to a new blanket order, the pre-existing prices of products are not
-   added automatically to the product lines. The prices must be manually assigned by changing the
+   automatically added to the product lines. Instead, the prices **must** be manually assigned, by
-   value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed vendor.
+   changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed
-   Otherwise, the price will remain **0**.
+   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
+blanket order form, click the :guilabel:`➡️ (right arrow)` icon that becomes visible when hovering
-:guilabel:`Agreement Type` field where :guilabel:`Blanket Order` is listed. This navigates to the
+over the :guilabel:`Agreement Type` field, where :guilabel:`Blanket Order` is listed. This navigates
-blanket order settings.
+to the blanket order settings.
+
+.. image:: blanket_orders/blanket-orders-internal-link-arrow.png
+   :align: center
+   :alt: Internal link arrow next to Agreement Type field on blanket order form.
 
 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
+section, the name of the :guilabel:`Agreement Type` can be changed, and the :guilabel:`Agreement
-:guilabel:`Agreement Selection Type` can be changed, as well. There are two options that can be
+Selection Type` can be changed, as well. There are two options that can be activated for the type of
-activated for the type of selection:
+selection:
 
-- :guilabel:`Select only one RFQ (exclusive)`: when a purchase order is confirmed, the remaining
+- :guilabel:`Select only one RfQ (exclusive)`: when a purchase order is confirmed, the remaining
-  purchase orders will be canceled.
+  purchase orders are canceled.
-- :guilabel:`Select multiple RFQ (non-exclusive)`: when a purchase order is confirmed, remaining
+- :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.
+  purchase orders are **not** canceled. Instead, multiple purchase orders are allowed.
 
-Under the :guilabel:`Data For New Quotations` section, the settings for how product lines and
+Under the :guilabel:`Data For New Quotations` section, the :guilabel:`Lines` and
-quantities will be populated on new quotations using this purchase agreeement can be changed next
+:guilabel:`Quantities` fields can be edited. Doing so sets how new quotations should be populated
-to the :guilabel:`Lines` and :guilabel:`Quantities` fields.
+when using this purchase agreement.
 
 .. image:: blanket_orders/blanket-orders-edit-agreement-type.png
    :align: center
@@ -98,107 +109,76 @@ to the :guilabel:`Lines` and :guilabel:`Quantities` fields.
 
 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
+- :guilabel:`Use lines of agreement`: when creating a new quotation, the product lines pre-populate
-  pre-populate with the same products listed on the blanket order, if said blanket order is chosen
+  with the same products listed on the blanket order, if said blanket order is chosen for the new
-  on the new quotation.
+  quotation.
-- :guilabel:`Do not create RfQ lines automatically`: when creating a new quotation and selecting
+- :guilabel:`Do not create RfQ lines automatically`: when creating a new quotation, **and**
-  an existing blanket order, the settings will carry over to the new quotation, but the product
+  selecting an existing blanket order, the settings carry over to the new quotation, but the product
-  lines will not populate.
+  lines do **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
+  listed on the blanket order pre-populate on the product lines, if said blanket order is chosen for
-  chosen on the new quotation.
+  the new quotation.
-- :guilabel:`Set quantities manually`: when creating a new quotation and selecting an existing
+- :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
+  blanket order, the product lines pre-populate, but all quantities are set to `0`. The quantities
-  quantities will need to be manually set by the user.
+  **must** be manually set by the user.
 
-Once the desired changes have been made (if any), click :guilabel:`New` (via the breadcrumbs, at
+Once any desired changes have been made, click :guilabel:`New` (via the breadcrumbs, at the top of
-the top of the page) to navigate back to the blanket order form, and click :guilabel:`Confirm` to
+the page) to navigate back to the blanket order form. Then, click :guilabel:`Confirm` to save this
-save this new purchase agreement. Once confirmed, the blanket order changes from *Draft* to
+new purchase agreement.
-*Ongoing*, meaning this agreement can be selected and used when creating new :abbr:`RFQs (Requests
+
-for Quotation)`.
+Once confirmed, the blanket order's stage (in the upper-right corner) changes from :guilabel:`Draft`
+to :guilabel:`Ongoing`, meaning this agreement can be selected and used when creating new |RfQs|.
 
 .. 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
+Create a new |RfQ| 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
+form. |RfQs| using this form are pre-populated with information based on the rules set in the form.
-information. Additionally, this new quotation will be automatically linked to this blanket order
+Additionally, new quotations are automatically linked to this blanket order form, via the
-form via the :guilabel:`RFQs/Orders` smart button at the top right of the form.
+: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
+To create a new quotation from the blanket order form, click the :guilabel:`New Quotation` button.
-creates (and navigates to) a new :abbr:`RFQ (Request for Quotation)`, that is pre-populated with
+This opens a new |RfQ|, that is pre-populated with the correct information, depending on the
-the correct information, depending on the settings configured on the blanket order form.
+settings configured on the blanket order form.
 
-From the new :abbr:`RFQ (Request for Quotation)` form, click :guilabel:`Send by Email` to compose
+From the new |RfQ| form, click :guilabel:`Send by Email` to compose and send an email to the listed
-and send an email to the listed vendor; click :guilabel:`Print RFQ` to generate a printable PDF of
+vendor. Click :guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once ready,
-the quotation; or, once ready, click :guilabel:`Confirm Order` to confirm the purchase order (PO).
+click :guilabel:`Confirm Order` to confirm the |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
+Once the |PO| has been confirmed, click back to the blanket order form (via the breadcrumbs, at the
-the breadcrumbs, at the top of the page). From the blanket order form, there is now one :abbr:`RFQ
+top of the page). From the blanket order form, there is now one |RfQ| listed in the
-(Request for Quotation)` listed in the :guilabel:`RFQs/Orders` smart button at the top right of the
+:guilabel:`RFQs/Orders` smart button at the top-right of the form. Click the :guilabel:`RFQs/Orders`
-form. Click the :guilabel:`RFQs/Orders` smart button to see the purchase order that was just created.
+smart button to see the |PO| 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)`
+Replenishment
-======================================================================
+=============
-
-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
+the products included in the order.
-: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
+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
+dictates when, where, and at what price the product should be replenished.
+
+.. image:: blanket_orders/blanket-orders-product-form.png
    :align: center
    :alt: Product form with replenishment agreement linked to blanket order.
+
+.. seealso::
+   :doc:`calls_for_tenders`