diff --git a/purchase.rst b/purchase.rst index 2059ac869..401f739d7 100644 --- a/purchase.rst +++ b/purchase.rst @@ -8,5 +8,5 @@ Purchase :titlesonly: purchase/products - purchase/agreements + purchase/manage_deals purchase/advanced diff --git a/purchase/agreements.rst b/purchase/agreements.rst deleted file mode 100644 index 6ac65158a..000000000 --- a/purchase/agreements.rst +++ /dev/null @@ -1,9 +0,0 @@ -=================== -Purchase Agreements -=================== - -.. toctree:: - :titlesonly: - - agreements/blanket_order - agreements/call_for_tender diff --git a/purchase/agreements/blanket_order.rst b/purchase/agreements/blanket_order.rst deleted file mode 100644 index a555f023d..000000000 --- a/purchase/agreements/blanket_order.rst +++ /dev/null @@ -1,66 +0,0 @@ -===================== -Manage blanket orders -===================== - -A Blanket Order is a purchase order which a customer places with its -supplier to allow multiple delivery dates over a period of time, often -negotiated to take advantage of predetermined pricing. - -Configuration -============= - -For this feature to work, go to :menuselection:`Purchases --> -Configuration --> Settings` and activate the *Purchase Agreements* -feature - -.. image:: media/blanket_orders01.png - :align: center - -Start a Blanket Order -===================== - -To use this feature go to :menuselection:`Purchases --> Purchase Agreements`. - -Once you are creating the purchase agreement, access the *Agreement -Type* drop down menu and select *Blanket Order*. - -.. image:: media/blanket_orders02.png - :align: center - -You can then create your new blanket order, select your vendor, the -product(s), agreement deadline, ordering date and delivery date. - -When you are satisfied with your purchase agreement, confirm it. Its -status will change from*Draft* to *Ongoing* and a new -*RFQs/Orders* will appear in the top right corner of the document. - -.. image:: media/blanket_orders03.png - :align: center - -RFQ from the Blanket Order --------------------------- - -From your blanket order you can create a new quotation, Odoo will -auto-fill the document with the product(s) from your blanket order, you -only have to choose the quantity and confirm the order. - -When you will go back on the blanket order, you will see how many -quantities you have already ordered from your blanket order. - -Vendors prices on your product -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -When a blanket order is validated, a new vendor line is added in your -product. You can see which one are linked to a blanket order and give -priority to the ones you want with the arrows on the left of the vendor -name. - -Thanks to this, a blanket order can be used for automated replenishment -(using *reordering rules* or *made to order* configuration). - -.. image:: media/blanket_orders04.png - :align: center - -.. tip:: - You can also create a *Request for Quotation* from the classic RFQ - Menu and link them with an existing *Blanket Order* diff --git a/purchase/agreements/call_for_tender.rst b/purchase/agreements/call_for_tender.rst deleted file mode 100644 index 389364ec8..000000000 --- a/purchase/agreements/call_for_tender.rst +++ /dev/null @@ -1,55 +0,0 @@ -======================== -Manage calls for tenders -======================== - -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/agreements/media/blanket_orders01.png b/purchase/agreements/media/blanket_orders01.png deleted file mode 100644 index 9ff7e3620..000000000 Binary files a/purchase/agreements/media/blanket_orders01.png and /dev/null differ diff --git a/purchase/agreements/media/blanket_orders02.png b/purchase/agreements/media/blanket_orders02.png deleted file mode 100644 index 83c7b632b..000000000 Binary files a/purchase/agreements/media/blanket_orders02.png and /dev/null differ diff --git a/purchase/agreements/media/blanket_orders03.png b/purchase/agreements/media/blanket_orders03.png deleted file mode 100644 index 97121c2f9..000000000 Binary files a/purchase/agreements/media/blanket_orders03.png and /dev/null differ diff --git a/purchase/agreements/media/blanket_orders04.png b/purchase/agreements/media/blanket_orders04.png deleted file mode 100644 index ae0c9f5ad..000000000 Binary files a/purchase/agreements/media/blanket_orders04.png and /dev/null differ diff --git a/purchase/agreements/media/call_for_tender01.png b/purchase/agreements/media/call_for_tender01.png deleted file mode 100644 index 9ff7e3620..000000000 Binary files a/purchase/agreements/media/call_for_tender01.png and /dev/null differ diff --git a/purchase/agreements/media/call_for_tender02.png b/purchase/agreements/media/call_for_tender02.png deleted file mode 100644 index 93cebb525..000000000 Binary files a/purchase/agreements/media/call_for_tender02.png and /dev/null differ diff --git a/purchase/agreements/media/call_for_tender03.png b/purchase/agreements/media/call_for_tender03.png deleted file mode 100644 index a6ef448e6..000000000 Binary files a/purchase/agreements/media/call_for_tender03.png and /dev/null differ diff --git a/purchase/agreements/media/call_for_tender04.png b/purchase/agreements/media/call_for_tender04.png deleted file mode 100644 index 82947cf8a..000000000 Binary files a/purchase/agreements/media/call_for_tender04.png and /dev/null differ diff --git a/purchase/manage_deals.rst b/purchase/manage_deals.rst new file mode 100644 index 000000000..e7352bf7f --- /dev/null +++ b/purchase/manage_deals.rst @@ -0,0 +1,8 @@ +============ +Manage deals +============ + +.. toctree:: + :titlesonly: + + manage_deals/agreements diff --git a/purchase/manage_deals/agreements.rst b/purchase/manage_deals/agreements.rst new file mode 100644 index 000000000..3f52c16ef --- /dev/null +++ b/purchase/manage_deals/agreements.rst @@ -0,0 +1,154 @@ +========================================================= +Purchase agreements: blanket orders and calls for tenders +========================================================= + +There are two main types of purchase agreements preconfigured in Odoo: blanket orders and call for +tenders. + +#. Blanket orders are long-term agreements between a company and a vendor to deliver products on a + recurring basis with predetermined pricing. Your company should consider using them when you + frequently purchase the same products from the same vendor in varying quantities and/or at + different times. Among their many benefits, you can save time as the ordering process is + simplified, and money thanks to more advantageous bulk pricing. + +#. Calls for tenders use a special procedure to request offers from multiple vendors at the same + time. While public sector organizations are often legally bound to release calls for tenders when + they want to purchase goods or services, private organizations can also use them to get the best + deal among several vendors. + +Enable purchase agreements +========================== + +From the Purchase app, go to :menuselection:`Configuration --> Settings` and activate *Purchase +Agreements*. + +.. image:: media/agreements-enable-purchase-agreements.png + :align: center + :alt: Enable purchase agreements in Odoo Purchase + +Configure or create new types of purchase agreements +==================================================== + +Before you start using purchase agreements, make sure they are configured the way you want by going +to :menuselection:`Configuration --> Purchase Agreement Types`. From there, you can edit the way +blanket orders and calls for tenders or *Create* a new type of purchase agreement. You can configure +the: + +#. Agreement Type: the name you want to give to the agreement. + +#. Agreement Selection Type: you can either select multiple offers using *Select multiple RFQ + (non-exclusive)*, which is the default setting for both blanket orders and calls for tenders, or + a single offer using *Select only one RFQ (exclusive)*, which is sometimes needed for calls for + tenders where you only want to select a single vendor. + +#. Lines: generally, you would always want to select *Use lines of agreement*, which are the + different product lines you can configure when you set up your purchase agreement. However, you + can select *Do not create RfQ lines automatically* if you don't want your requests for quotations + to be pre-filled in with that information. + +#. Quantities: if you use lines of agreements, you can also specify independently if the products' + quantities should be used to pre-fill new requests for quotations. The default option for blanket + orders is *Set quantities manually*, while for calls for tenders are set to *Use quantities of + agreement*. + +.. image:: media/agreements-configure-types.png + :align: center + :alt: Configure purchase agreements types in Odoo Purchase + +Set up a blanket order +====================== + +Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Blanket Order* +as your *Agreement Type*. Next, select the vendor. The other fields aren't mandatory, but you +usually want to define an *Agreement Deadline* after which the blanket order won't be valid anymore. + +Next, add the products you want to order and their price. Note that you can also add a *Quantity* +for each product, for example, if you have agreed with your vendor to order a specific minimum +quantity each time or in total. If you have configured your blanked order to *Set quantities +manually*, this is only used for informational purposes. + +.. image:: media/agreements-set-blanket-order.png + :align: center + :alt: Set up a blanket order in Odoo Purchase + +You can also write any *Terms and Conditions* at the bottom of the agreement. Once you are satisfied +with your blanket order, click on *Confirm*. Its status then changes from *Draft* to *Ongoing* and +it's ready to be used. + +Create requests for quotation from the blanket order +---------------------------------------------------- + +You can now create new quotations from the blanket order whenever you need it by clicking on *New +Quotation*. Odoo automatically fills in requests for quotation with the information initially +defined when you set up the blanket order. Depending on the way you configured the *Purchase +Agreement Type*, product lines can also be pre-filled. + +From here, you can quickly view all the requests for quotations made under that blanket order by +clicking on *RFQs/Orders*. + +.. image:: media/agreements-ongoing-blanket-order.png + :align: center + :alt: Create new quotations for an ongoing blanket order in Odoo Purchase + +.. tip:: + You can also create a *Request for Quotation* the usual way and then link it to an existing + *Blanket Order*. + +Blanket orders and replenishment +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Blanket orders can be used for :doc:`automated replenishment <../../purchase/products/reordering>`, +as once a blanket order is confirmed, a new vendor line is added to your product. Make sure the +related vendor is in the first position if you have several vendors linked to your product. + +.. image:: media/agreements-blanket-order-replenishment.png + :align: center + :alt: Blanket order added to product configuration in Odoo Purchase + +Set up a call for tenders +========================= + +Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Call for +Tenders* as your *Agreement Type*. The other fields aren't mandatory, but you can add the date you +want to be delivered and set an agreement deadline. You usually don't want to select a vendor for +calls for tenders as you are looking to get quotations from multiple vendors. + +Next, add the products you want to order and in what quantity. For calls for tenders, you typically +don't add a price, as the vendors should give you their best quote. + +You can also write any *Terms and Conditions* at the bottom of the agreement. Once you are ready, +click on *Confirm*. + +.. image:: media/agreements-set-call-for-tenders.png + :align: center + :alt: Set up a call for tenders in Odoo Purchase + +Requests quotations from the call for tenders +--------------------------------------------- + +You can now request new quotations from the call for tenders. Click on *New Quotation* and select +one of your vendors you want to invite to the call for tenders. Product lines should also be +pre-filled in, depending on how you configured the *Purchase Agreement Type*. Click on *Send by +email* to send it to the vendor. Go back to the call for tenders and repeat this process for each +vendor. + +.. image:: media/agreements-request-quotation.png + :align: center + :alt: Request a quotation from a call for tenders in Odoo Purchase + +Once you have sent a request for quotation to every vendor and receiving their quotes, click on +*Validate* to proceed to the bid selection. Next, click on the RFQs/Orders smart button to view all +your vendors' quotations. + +.. image:: media/agreements-validate-call-for-tenders.png + :align: center + :alt: Validate a call for tenders and view all quotations in Odoo Purchase + +Click on each request for quotation to add the price communicated by your vendors manually. When +that's done, select the most advantageous offer and click on *Confirm Order*. This automatically +closes the call for tenders. You can now proceed with the purchase order as you would for a regular +one. + +.. image:: media/agreements-confirm-order.png + :align: center + :alt: Confirm an order in Odoo Purchase \ No newline at end of file diff --git a/purchase/manage_deals/media/agreements-blanket-order-replenishment.png b/purchase/manage_deals/media/agreements-blanket-order-replenishment.png new file mode 100644 index 000000000..d5acbfe77 Binary files /dev/null and b/purchase/manage_deals/media/agreements-blanket-order-replenishment.png differ diff --git a/purchase/manage_deals/media/agreements-configure-types.png b/purchase/manage_deals/media/agreements-configure-types.png new file mode 100644 index 000000000..8b33fa93b Binary files /dev/null and b/purchase/manage_deals/media/agreements-configure-types.png differ diff --git a/purchase/manage_deals/media/agreements-confirm-order.png b/purchase/manage_deals/media/agreements-confirm-order.png new file mode 100644 index 000000000..1e3654d7b Binary files /dev/null and b/purchase/manage_deals/media/agreements-confirm-order.png differ diff --git a/purchase/manage_deals/media/agreements-enable-purchase-agreements.png b/purchase/manage_deals/media/agreements-enable-purchase-agreements.png new file mode 100644 index 000000000..58e9f7e21 Binary files /dev/null and b/purchase/manage_deals/media/agreements-enable-purchase-agreements.png differ diff --git a/purchase/manage_deals/media/agreements-ongoing-blanket-order.png b/purchase/manage_deals/media/agreements-ongoing-blanket-order.png new file mode 100644 index 000000000..1554d13c1 Binary files /dev/null and b/purchase/manage_deals/media/agreements-ongoing-blanket-order.png differ diff --git a/purchase/manage_deals/media/agreements-request-quotation.png b/purchase/manage_deals/media/agreements-request-quotation.png new file mode 100644 index 000000000..7c079961c Binary files /dev/null and b/purchase/manage_deals/media/agreements-request-quotation.png differ diff --git a/purchase/manage_deals/media/agreements-set-blanket-order.png b/purchase/manage_deals/media/agreements-set-blanket-order.png new file mode 100644 index 000000000..7fcc5294c Binary files /dev/null and b/purchase/manage_deals/media/agreements-set-blanket-order.png differ diff --git a/purchase/manage_deals/media/agreements-set-call-for-tenders.png b/purchase/manage_deals/media/agreements-set-call-for-tenders.png new file mode 100644 index 000000000..804061170 Binary files /dev/null and b/purchase/manage_deals/media/agreements-set-call-for-tenders.png differ diff --git a/purchase/manage_deals/media/agreements-validate-call-for-tenders.png b/purchase/manage_deals/media/agreements-validate-call-for-tenders.png new file mode 100644 index 000000000..52de4a640 Binary files /dev/null and b/purchase/manage_deals/media/agreements-validate-call-for-tenders.png differ diff --git a/purchase/manage_deals/media/agreements-view-all-quotations.png b/purchase/manage_deals/media/agreements-view-all-quotations.png new file mode 100644 index 000000000..b3ba84051 Binary files /dev/null and b/purchase/manage_deals/media/agreements-view-all-quotations.png differ diff --git a/redirects.txt b/redirects.txt index e85b2f015..20179337c 100644 --- a/redirects.txt +++ b/redirects.txt @@ -180,3 +180,6 @@ crm/optimize/setup.rst general/voip/asterisk.rst # crm/optimize/ crm/optimize/mail_client_extension.rst crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension crm/optimize/google_calendar_credentials.rst general/calendars/google/google_calendar_credentials.rst # (#765) + +purchase/purchases/tender/blanket_orders.rst purchase/manage_deals/agreements.rst # (#823) +purchase/purchases/tender/call_for_tender.rst purchase/manage_deals/agreements.rst # (#823) \ No newline at end of file