[IMP] purchase: update alternative rfq doc

closes odoo/documentation#8523

X-original-commit: aae54dedd2
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

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

@@ -1,267 +1,315 @@
-==============================================================
-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`