diff --git a/purchase/purchases/rfq/create.rst b/purchase/purchases/rfq/create.rst index ad9b882c7..73f205629 100644 --- a/purchase/purchases/rfq/create.rst +++ b/purchase/purchases/rfq/create.rst @@ -2,3 +2,79 @@ How to create a Request for Quotation? ====================================== +A Request for Quotation (RfQ) is used when you plan to purchase some +products and you would like to receive a quote for those products. In +Odoo, the Request for Quotation is used to send your list of desired +products to your supplier. Once your supplier has answered your request, +you can choose to go ahead with the offer and purchase or to turn down +the offer. + +For more information on best uses, please read the chapter :doc:`../../overview/difference` + +Configuration +============= + +Creating a Request for Quotation +-------------------------------- + +In the Purchases module, open :menuselection:`Purchase --> Requests for Quotation` +and click on **Create**. + +.. image:: ./media/image04.png + :align: center + +Select your supplier in the **Vendor** menu, or create it on-the-fly by +clicking on **Create and Edit**. In the **Order Date** field, select +the date to which you wish to proceed to the actual order. + +.. demo:fields:: purchase.purchase_rfq + +.. demo:action:: purchase.purchase_rfq + + View *Request for Quotation* in our Online Demonstration + +In **Products**, click on Add an item. Select the product you wish to order +in the **Product** menu. Specify the **Quantity** by inserting the +number and selecting the unit of measure. In the **Unit Price** field, +specify the price you would like to be offered (you can also leave the +field blank if you don't know what the price should be) , and add the +expected delivery date in the Scheduled Date field. Click on **Save**, then +**Print Rfq** or **Send Rfq by email** (make sure an email address is specified +for this supplier or enter a new one). + + + +.. image:: ./media/image08.png + :align: center + +After having clicked on **Send**, you will notice that the RFQ's status will +switch from **Draft** to **RFQ Sent**. + +.. image:: ./media/image06.png + :align: center + +Once your supplier has replied with an offer, update the RfQ by clicking +on **Edit** to fit the quotation (prices, taxes, expected delivery lead +time, payment terms, etc.), then click on **Save** to issue a Purchase +Order. + +To proceed with the order, click on **Confirm Order** to send the order to +the supplier. The RfQ's status will switch to **Purchase Order**. + +.. image:: ./media/image11.png + :align: center + +The status of the RfQ will change to PURCHASE ORDER. Tabs in the upper +right corner of the order will show 1 Shipment and 0 Invoice. + +.. image:: ./media/image10.png + :align: center + +.. seealso:: + + :doc:`../../overview/from_po_to_invoice` + +.. rst-class:: text-muted + +| Written by Samuel Cabodi (Odoo) +| Proofread by Geoffrey Bressan (Odoo) diff --git a/purchase/purchases/rfq/media/image04.png b/purchase/purchases/rfq/media/image04.png new file mode 100644 index 000000000..9409b6879 Binary files /dev/null and b/purchase/purchases/rfq/media/image04.png differ diff --git a/purchase/purchases/rfq/media/image06.png b/purchase/purchases/rfq/media/image06.png new file mode 100644 index 000000000..9d3f054b8 Binary files /dev/null and b/purchase/purchases/rfq/media/image06.png differ diff --git a/purchase/purchases/rfq/media/image08.png b/purchase/purchases/rfq/media/image08.png new file mode 100644 index 000000000..b90809324 Binary files /dev/null and b/purchase/purchases/rfq/media/image08.png differ diff --git a/purchase/purchases/rfq/media/image10.png b/purchase/purchases/rfq/media/image10.png new file mode 100644 index 000000000..51f92320f Binary files /dev/null and b/purchase/purchases/rfq/media/image10.png differ diff --git a/purchase/purchases/rfq/media/image11.png b/purchase/purchases/rfq/media/image11.png new file mode 100644 index 000000000..2f14f3800 Binary files /dev/null and b/purchase/purchases/rfq/media/image11.png differ