[IMP] purchase: update alternative rfq doc

closes odoo/documentation#8524

X-original-commit: aae54dedd2
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Brandon Seltenrich (BRSE) 2024-03-20 13:38:51 -04:00
parent 95ecde8cac
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==============================================================
Create alternative requests for quotation for multiple vendors
==============================================================
================
Alternative RfQs
================
.. _purchase/manage_deals/alternative-rfqs:
.. |PO| replace:: :abbr:`PO (Purchase Order)`
.. |POs| replace:: :abbr:`POs (Purchase Orders)`
.. |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 (and fastest) vendors, depending on their specific business needs.
companies to select the cheapest, fastest vendors, depending on their specific business needs.
In Odoo, this can be done by adding alternative requests for quotation (RFQs) for different
vendors. Once a response is received from each vendor, the product lines from each :abbr:`RFQ
(Request for Quotation)` can be compared, and a decision can be made for which products to purchase
from which vendors.
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
compared, and a decision can be made for which products to purchase from which vendors.
Sometimes referred to as a *call for tender*, this process is primarily used by organizations in
the public sector, who are legally bound to use it when making a purchase. However, private
companies can also use alternative :abbr:`RFQs (Requests for Quotation)` to spend money efficiently,
as well.
.. note::
Sometimes referred to as a *call for tender*, this process is primarily used by organizations in
the public sector, who are legally bound to use it when making a purchase. However, private
companies can also use alternative |RfQs| to spend money efficiently.
.. seealso::
:doc:`blanket_orders`
Configuration
=============
Configure purchase agreement settings
=====================================
To create alternative |RfQs|, the *Purchase Agreements* feature **must** be enabled in the
*Purchase* app settings. To enable the feature, navigate to :menuselection:`Purchase app -->
Configuration --> Settings`. Under the :guilabel:`Orders` section, click the checkbox for
:guilabel:`Purchase Agreements`.
To create alternative :abbr:`RFQs (Requests for Quotation)` directly from a quotation, the *Purchase
Agreements* feature first needs to be enabled in the settings of the *Purchase* app. To do this, go
to :menuselection:`Purchase --> Configuration --> Settings`, and under the :guilabel:`Orders`
section, click the checkbox next to :guilabel:`Purchase Agreements`. Doing so will enable the
ability to create alternative :abbr:`RFQs (Requests for Quotation)`, as well as the ability to
create *blanket orders*.
Then, click :guilabel:`Save` to apply the change.
.. image:: calls_for_tenders/calls-for-tenders-settings-page.png
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 on a *call for tender*, custom vendors, prices, and delivery lead times can be set
in the :guilabel:`Purchase` tab on a product form. To do so, navigate to
:menuselection:`Purchase --> Products --> Products`, and select a product to edit. From the
product form, click the :guilabel:`Purchase tab`, then click :guilabel:`Add a line`. From the
drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, and set a
:guilabel:`Price` and :guilabel:`Delivery Lead Time` if desired. Clicking the
:guilabel:`additional options (two-dots)` icon provides additional visibility options to add to
the line item.
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.
Create an :abbr:`RFQ (Request for Quotation)`
=============================================
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`.
To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app,
and click :guilabel:`New`.
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.
Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the
drop-down 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.
.. _purchase/manage_deals/create-rfq:
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 options as desired, including the
:guilabel:`UoM` (Units of Measure) to purchase the products in, and the :guilabel:`Expected Arrival`
date.
Create an |RfQ|
===============
Once ready, click :guilabel:`Send by Email`. This causes a :guilabel:`Compose Email` pop-up window
to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send`.
This turns the :abbr:`RFQ (Request for Quotation)` into a purchase order (PO), and sends an email
to the vendor listed on the purchase order form.
To create a new |RfQ|, navigate to the :menuselection:`Purchase` app, and click :guilabel:`New`.
.. image:: calls_for_tenders/calls-for-tenders-email-popup.png
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
:abbr:`RFQs (Requests for Quotation)`, because vendors can confirm if their past prices still
hold today, which can help companies choose the best offers for them.
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.
Create alternatives to an :abbr:`RFQ (Request for Quotation)`
=============================================================
.. _purchase/manage_deals/create-alternatives:
Once a :abbr:`PO (Purchase Order)` is created and sent by email to a vendor, alternative :abbr:`RFQs
(Requests for Quotation)` can be created and sent to additional, alternate vendors to compare
prices, delivery times, and other factors to make a decision from which vendors to order which
products.
Create alternative |RfQs|
=========================
To create alternative :abbr:`RFQs (Requests for Quotation)`, click the :guilabel:`Alternatives` tab
from the purchase order form, then click :guilabel:`Create Alternative`. When clicked, a
:guilabel:`Create alternative` pop-up window appears.
Once a |PO| is created and sent to a vendor, alternative |RfQs| can be created for additional
vendors to compare prices, delivery times, and other factors, to help make a decision for the order.
.. image:: calls_for_tenders/calls-for-tenders-alternatives-popup.png
To create alternative |RfQs| from the original, click the :guilabel:`Alternatives` tab. Then, click
:guilabel:`Create Alternative`. When clicked, a :guilabel:`Create alternative` pop-up window
appears.
.. image:: calls_for_tenders/calls-for-tenders-create-alternative.png
:align: center
:alt: Calls for tenders pop-up to create alternative quotation.
From this window, select a new/different vendor from the drop-down menu next to the
:guilabel:`Vendor` field to assign this alternative quotation to.
From this window, select an alternative vendor from the drop-down menu next to the
:guilabel:`Vendor` field, to whom the alternative quotation is assigned.
Next to this, there is a :guilabel:`Copy Products` checkbox that is selected by default. When
selected, the product quantities of the original :abbr:`PO (Purchase Order)` are copied to the
alternative. For this first alternative quotation, leave the checkbox checked. Once finished, click
:guilabel:`Create Alternative`. This creates (and navigates to) a new :abbr:`PO (Purchase Order)`.
selected, the product quantities of the original |RfQ| are copied over to the alternative. For this
first alternative quotation, leave the checkbox checked. Once finished, click :guilabel:`Create
Alternative`. This opens a new |RfQ| form.
Since the :guilabel:`Create Alternative` checkbox was left checked, this new purchase order form is
already populated with the same products, quantities, and other details as the previous, original
:abbr:`PO (Purchase Order)`.
Since the :guilabel:`Create Alternative` checkbox was left checked, the new form is already
pre-populated with the same products, quantities, and other details as the previous, original |RfQ|.
.. note::
When the :guilabel:`Copy Products` checkbox is selected while creating an alternative quotation,
additional products do not need to be added on the purchase order form unless desired. However,
if a chosen vendor is listed in the :guilabel:`Vendor` column under the :guilabel:`Purchase` tab
on a product form included in the purchase order, the values set on the product form carry over
to the :abbr:`PO (Purchase Order)`, and have to be changed manually, if desired.
additional products do **not** need to be added, unless desired.
Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, and
once again, click :guilabel:`Create Alternative`. This causes the :guilabel:`Create alternative`
pop-up window to appear again. This time, choose a different vendor from the drop-down menu next to
:guilabel:`Vendor`, and this time, *uncheck* the :guilabel:`Copy Products` checkbox. Then, click
:guilabel:`Create Alternative`.
However, if a chosen vendor is listed in the :guilabel:`Vendor` column under a specific product
form included in the order, the values set on the product form carry over to the |RfQ|, and
**must** be changed manually, if necessary.
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|,
leaving it blank. The specific products which should be ordered from this particular vendor can be
added in as needed.
Once ready, click :guilabel:`Create Alternative`.
.. tip::
If an alternative quotation needs to be removed from the :guilabel:`Alternatives` tab, they can
be individually removed by clicking on the :guilabel:`Remove (X)` icon at the end of their row.
If an alternative quotation should be removed from the :guilabel:`Alternatives` tab, they can be
individually removed by clicking on the :guilabel:`X (remove)` icon at the end of their row.
This creates a third, new purchase order. But, since the product quantities of the original
:abbr:`PO (Purchase Order)` were *not* copied over, the product lines are empty, and new products
need to be added by clicking :guilabel:`Add a product`, and selecting the desired products from the
drop-down menu. Once the desired number of products are added, click :guilabel:`Send by Email`.
This creates a third, new |RfQ|. But, since the product quantities of the original |RfQ| were
**not** copied over, the product lines are empty, and new products can be added as needed by
clicking :guilabel:`Add a product`, and selecting the desired products from the drop-down menu.
.. image:: calls_for_tenders/calls-for-tenders-blank-alternative.png
Once the desired number of specific products are added, click :guilabel:`Send by Email`.
.. image:: calls_for_tenders/calls-for-tenders-blank-quotation.png
:align: center
:alt: Blank alternative quotation with alternatives in breadcrumbs.
This causes a :guilabel:`Compose Email` pop-up window to appear, wherein the message to the vendor
can be customized. Once ready, click :guilabel:`Send` to send an email to the vendor listed on the
purchase order form.
This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be
customized, and attachments can be added, if necessary. Once ready, click :guilabel:`Send`.
From this newest purchase order form, click the :guilabel:`Alternatives` tab. Under this tab, all
three purchase orders can be seen in the :guilabel:`Reference` column. Additionally, the vendors
are listed under the :guilabel:`Vendor` column, and the order :guilabel:`Total` and
:guilabel:`Status` of the orders are in the rows, as well.
From this newest form, click the :guilabel:`Alternatives` tab. Under this tab, all three |RfQs| can
be seen in the :guilabel:`Reference` column. Additionally, the vendors are listed under the
:guilabel:`Vendor` column, and the order :guilabel:`Total` (and :guilabel:`Status`) of the orders
are in the rows, as well.
Link a new :abbr:`RFQ (Request for Quotation)` to existing quotations
=====================================================================
The date in the :guilabel:`Expected Arrival` column is calculated for each vendor, based on any
pre-configured lead times in the vendor and product forms.
Creating alternative quotations directly from a purchase order form under the
:guilabel:`Alternatives` tab is the easiest way to create and link quotations. However, separate
:abbr:`RFQs (Requests for Quotation)` can also be linked *after* the fact, even if they are created
completely separately at first.
.. _purchase/manage_deals/link-rfq:
To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app,
and click :guilabel:`New`.
Link new |RfQ| to existing quotations
=====================================
Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the
drop-down 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.
Even if a quotation is not created directly from the :guilabel:`Alternatives` tab of another |RfQ|,
it can still be linked to existing |RfQs|.
Once ready, click :guilabel:`Send by Email`. This causes a :guilabel:`Compose Email` pop-up window
to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send`
to send an email to the vendor listed on the purchase order form.
To do that, begin by creating a new |RfQ|. Navigate to :menuselection:`Purchase app --> New`. Fill
out the |RfQ|, according to the :ref:`previous instructions <purchase/manage_deals/create-rfq>`.
Then, click the :guilabel:`Alternatives` tab once more. Since this new :abbr:`PO (Purchase Order)`
was created separately, there are no other orders linked yet. To link this order with the
alternatives created previously, click :guilabel:`Link to Existing RfQ` on the first line in the
:guilabel:`Vendor` column.
Then, once ready, click the :guilabel:`Alternatives` tab. Since this new |RfQ| was created
separately, there are no other orders linked yet.
.. image:: calls_for_tenders/calls-for-tenders-link-existing-rfq.png
However, to link this |RfQ| with existing alternatives, click :guilabel:`Link to Existing RfQ` on
the first line in the :guilabel:`Vendor` column.
.. image:: calls_for_tenders/calls-for-tenders-link-rfq-popup.png
:align: center
:alt: pop-up to link new quotation to existing RFQs.
:alt: Pop-up to link new quotation to existing RFQs.
This causes an :guilabel:`Add: Alternative POs` pop-up window to appear. Select the three purchase
orders created previously, and click :guilabel:`Select`. All of these orders are now copied to this
:abbr:`PO (Purchase Order)` under the :guilabel:`Alternatives` tab.
This opens an :guilabel:`Add: Alternative POs` pop-up window. Select the desired previously-created
|RfQs|, and click :guilabel:`Select`. All of these orders are now copied to this |RfQ|, and can be
found under the :guilabel:`Alternatives` tab.
.. tip::
If a large number of purchase orders are being processed and the previous
:abbr:`POs (Purchase Orders)` can't be located, try clicking :menuselection:`Group By -->
Vendor` under the search bar at the top of the pop-up window to group by the vendors selected on
the previous orders.
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.
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
that vendor.
.. _purchase/manage_deals/compare-product-lines:
Compare product lines
=====================
When there are multiple :abbr:`RFQs (Requests for Quotation)` linked as alternatives, they can be
compared side-by-side in order to determine which vendors offer the best deals on which products.
To compare each quotation, go to the :menuselection:`Purchase` app, and select one of the
quotations created previously.
Alternative |RfQs| can be compared side-by-side, in order to determine which vendors offer the best
deals on the products included in the orders.
Then, click the :guilabel:`Alternatives` tab to see all the linked
:abbr:`RFQs (Requests for Quotation)`. Next, under the :guilabel:`Create Alternative` tab, click
:guilabel:`Compare Product Lines`. This navigates to a Compare Order Lines page.
To compare alternative |RfQs|, navigate to the :menuselection:`Purchase` app, and select one of the
previously-created |RfQs|.
.. image:: calls_for_tenders/calls-for-tenders-compare-product-lines.png
Then, click the :guilabel:`Alternatives` tab to see all linked |RfQs|. Next, under the
:guilabel:`Create Alternative` option, click :guilabel:`Compare Product Lines`. This navigates to
the :guilabel:`Compare Order Lines` page.
.. image:: calls_for_tenders/calls-for-tenders-compare-products.png
:align: center
:alt: Compare Product Lines page for alternative RFQs.
The Compare Order Lines page, by default, groups by :guilabel:`Product`. Each product included in
any of the :abbr:`RFQs (Requests for Quotation)` is displayed in its own drop-down, along with all
of the :abbr:`PO (Purchase Order)` numbers in the :guilabel:`Reference` column.
The :guilabel:`Compare Order Lines` page, by default, groups by :guilabel:`Product`. Each product
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,
the :guilabel:`Status` of the quotation (i.e., RFQ, RFQ Sent); the :guilabel:`Quantity` of products
ordered from each vendor; the :guilabel:`Unit Price` per product and :guilabel:`Total` price of the
order, and more.
: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 Compare Order Lines page, click :guilabel:`Clear` at the far
right end of that product line's row. This removes this product as a chooseable option from the
page, and changes the :guilabel:`Total` price of that product on the page to **0**. On the
purchase order form in which that product was included, its ordered quantity is changed to
**0**, as well.
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.
Once the best offers have been identified, at the end of each row, individual products can be
selected by clicking :guilabel:`Choose`. Once all the desired products have been chosen, click
:guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to
an overview of all :abbr:`RFQs (Requests for Quotation)`.
Doing so removes this specific product as a selectable option from the page, and changes the
:guilabel:`Total` price of that product on the page to `0`.
Additionally, on the |RfQ| form, in which that product was included, its ordered quantity is also
changed to `0`.
Once the best offers have been identified, individual products can be selected by clicking the
:guilabel:`Choose` button at the end of each corresponding row.
Once all desired products have been chosen, click :guilabel:`Requests for Quotation` (in the
breadcrumbs, at the top of the page) to navigate back to an overview of all |RfQs|.
.. _purchase/manage_deals/cancel-keep-alternatives:
Cancel (or keep) alternatives
=============================
Now that the desired products have been chosen, based on which vendors provided the best offer, the
other :abbr:`RFQs (Requests for Quotation)` (from which no products were chosen) can be canceled.
Once the desired products have been chosen from the :guilabel:`Compare Order Lines` page, the
remaining |RfQs|, from which no products were chosen, can be canceled.
Under the :guilabel:`Total` column, at the far right of each row, the orders from which no products
were chosen have automatically had their total cost set to **0**. Although they haven't been
canceled yet, this means that they can ultimately be canceled without repercussions, *after* the
desired purchase orders have been confirmed.
The cost in the :guilabel:`Total` column for each product that wasn't chosen is automatically set to
`0`, indicated at the far-right of each corresponding row.
.. image:: calls_for_tenders/calls-for-tenders-canceled-quotes.png
Although they haven't been canceled yet, this indicates that each of those orders can be canceled
without having an effect on the other live orders, once those orders have been confirmed.
.. image:: calls_for_tenders/calls-for-tenders-zero-total.png
:align: center
:alt: Canceled quotations in the Purchase app overview.
To confirm a quotation that contains the chosen product quantities, click into one. Then, click
:guilabel:`Confirm Order`. This causes an :guilabel:`Alternative Warning` pop-up window to appear.
From there, either :guilabel:`Cancel Alternatives` or :guilabel:`Keep Alternatives` can be clicked.
If this :abbr:`PO (Purchase Order)` should *not* be confirmed, click :guilabel:`Cancel`.
To confirm an |RfQ| for which products were selected, click into one, and click :guilabel:`Confirm
Order`.
:guilabel:`Cancel Alternatives` automatically cancels the alternative purchase orders.
:guilabel:`Keep Alternatives` keeps the alternative purchase orders open, so they can still be
accessed if any additional product quantities need to be ordered. Once all products are ordered,
:guilabel:`Cancel Alternatives` can be selected from whichever :abbr:`PO (Purchase Order)` is open.
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`.
To view a detailed form of one of the :abbr:`RFQs (Requests for Quotation)` listed, click the line
item for that quotation. This causes an :guilabel:`Open: Alternative POs` pop-up window to appear,
from which all details of that particular quotation can be viewed. Click :guilabel:`Close` when
finished.
If this |PO| should **not** be confirmed, click :guilabel:`Discard`.
.. image:: calls_for_tenders/calls-for-tenders-keep-cancel-alternatives.png
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.
From the :guilabel:`Alternative Warning` pop-up window, click :guilabel:`Keep Alternatives` to keep
all alternative quotations open for now. Then, click :guilabel:`Requests for Quotation` (in the
breadcrumbs, at the top of the page) to navigate back to an overview of all :abbr:`RFQs (Requests
for Quotation)`.
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
|RfQ| can be viewed.
Click into the remaining quotation(s) that contain products that need to be ordered, and click
:guilabel:`Confirm Order`. This causes the :guilabel:`Alternative Warning` pop-up window to appear
again. This time, click :guilabel:`Cancel Alternatives` to cancel all other alternative :abbr:`RFQs`
linked with this quotation.
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`.
Then, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to
navigate back to an overview of all |RfQs|.
Click into the remaining |RfQs| that contain products that need to be ordered, and click
:guilabel:`Confirm Order`.
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.
Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to
navigate back to an overview of all :abbr:`RFQs (Requests for Quotation)`. The canceled orders can
be seen greyed out and listed with a :guilabel:`Cancelled` status under the :guilabel:`Status`
column at the far right of their rows.
navigate back to an overview of all |RfQs|.
Now that all product quantities have been ordered, the purchase process can be followed, and
continued to completion, until the products are received into the warehouse.
The canceled orders can be seen, greyed out and listed with a :guilabel:`Cancelled` status, under
the :guilabel:`Status` column at the far-right of their respective rows.
Now that all product quantities have been ordered, the purchase process can be completed, and the
products can be received into the warehouse.
.. seealso::
:doc:`blanket_orders`

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