[ADD] Purchase: Templates

X-original-commit: 5bb043bd3b
Co-authored-by: dikd-odoo <dikd@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/purchase/manage_deals.rst

@@ -10,5 +10,6 @@ Manage deals
    manage_deals/rfq
    manage_deals/blanket_orders
    manage_deals/calls_for_tenders
+   manage_deals/purchase_templates
    manage_deals/control_bills
    manage_deals/manage

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

@@ -0,0 +1,80 @@
+==================
+Purchase templates
+==================
+
+.. |Pts| replace:: Purchase templates
+.. |pt| replace:: purchase template
+.. |RFQ| replace:: :abbr:`RFQ (request for quotation)`
+.. |RFQs| replace:: :abbr:`RFQs (requests for quotation)`
+
+*Purchase templates* are an agreement type that allow for the repeated creation of requests for
+quotations (RFQs) for recurring purchases. Products can then be added and quantities can be changed,
+as needed. |Pts| can be used for multiple vendors, saving time and simplifying the |RFQ| process.
+
+|Pts| differ from *blanket orders* in that a :doc:`blanket order <blanket_orders>` is a large order
+split into several deliveries, therefore all |RFQs| must be for the same vendor. |PTs| can be
+replicated for multiple vendors, and can copy over quantities, which is useful when placing frequent
+orders.
+
+Configuration
+-------------
+
+First, navigate to :menuselection:`Purchase app --> Configuration --> Settings`. Under the
+:guilabel:`Orders` section, tick the :guilabel:`Purchase Agreements` checkbox. Click
+:guilabel:`Save` to save the changes.
+
+.. image:: purchase_templates/purchase-agreements-setting.png
+   :alt: The Purchase agreements setting in the Purchase app.
+
+Create a new template
+---------------------
+
+Navigate :menuselection:`Purchase app --> Orders --> Purchase Agreements` and click :guilabel:`New`.
+
+Select a :guilabel:`Vendor` from the drop-down list.
+
+.. tip::
+   To make this template available to use with multiple vendors, leave the :guilabel:`Vendor` field
+   blank.
+
+In the :guilabel:`Agreement Type` field, select :guilabel:`Purchase Template` from the drop-down.
+
+Confirm the information in the remaining fields is correct, or update as needed.
+
+On the :guilabel:`Products` tab, click :guilabel:`Add a line`, and select the desired product.
+Update the :guilabel:`Quantity`, and set the :guilabel:`Unit Price`.
+
+.. important::
+   When adding products to a new blanket order, the pre-existing prices of products are not
+   automatically added to the product lines. Instead, the prices **must** be manually assigned, by
+   changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed
+   vendor. Otherwise, the price will remain `0`.
+
+After adding all necessary products, click :guilabel:`Confirm`.
+
+Create a new RFQ from a purchase template
+=========================================
+
+After confirming a |pt|, new quotations can be created directly from the |pt| form. |RFQs| using
+this form are pre-populated with information based on the rules set in the form. Additionally, new
+quotations are automatically linked to this |pt| form, via the :icon:`fa-list-alt`
+:guilabel:`RFQs/Orders` smart button at the top of the form.
+
+To :ref:`create a new quotation <purchase/manage_deals/create-new-rfq>`, click :guilabel:`New
+Quotation`. This opens a new |RFQ|, that is pre-populated with the correct information, depending on
+the settings configured on the |pt| form.
+
+If there was no vendor identified on the |pt|, choose a :guilabel:`Vendor` from the drop-down list.
+Products can be added to the |RFQ| by clicking :guilabel:`Add a product` in the :guilabel:`Products`
+tab. To remove a product, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon at the far-right of
+the product line.
+
+From the new |RFQ| 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 purchase order.
+
+After confirming the order, return to the |pt| via the breadcrumbs. The :icon:`fa-list-alt`
+:guilabel:`RFQs/Orders` smart button has been updated to list the confirmed order.
+
+.. image:: purchase_templates/rfq-smart-button.png
+   :alt: The RFQ smart button on a purchase template.

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

@@ -91,6 +91,8 @@ In addition to various view options, the :guilabel:`Requests for Quotation` dash
 .. seealso::
    :doc:`../../../essentials/search`
 
+.. _purchase/manage_deals/create-new-rfq:
+
 Create new |RFQ|
 ----------------