[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>
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jero-odoo 2025-02-13 17:16:27 +00:00
parent 60f98d8fb3
commit cf6e013b8a
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@ -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

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@ -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.

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@ -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|
----------------