[REM] purchase: Purchase partially at two vendors for the same purchase tenders
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@ -6,6 +6,5 @@ Purchase Agreements
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:titlesonly:
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tender/manage_multiple_offers
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tender/partial_purchase
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tender/blanket_orders
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tender/call_for_tender
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===============================================================
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Purchase partially at two vendors for the same purchase tenders
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===============================================================
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For some Purchase Tenders (PT), you might sometimes want to be able to
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select only a part of some of the offers you received. In Odoo, this is
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made possible through the advanced mode of the **Purchase** module.
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.. note::
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If you want to know how to handle a simple **Purchase Tender**,
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read the document on :doc:`manage_multiple_offers`.
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Configuration
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-------------
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Install the Purchase Management module
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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From the **Apps** menu, install the **Purchase Management** app.
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.. image:: media/partial_purchase02.png
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:align: center
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Activating the Purchase Tender and Purchase Tender advanced mode
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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In order to be able to select elements of an offer, you must activate
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the advanced mode.
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To do so, go into the **Purchases** module, open the **Configuration** menu and
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click on **Settings**.
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In the **Calls for Tenders** section, tick the option **Allow using call
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for tenders to get quotes from multiple suppliers(...)**, and in the
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**Advanced Calls for Tenders** section, tick the option **Advanced call
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for tender (...)** then click on **Apply**.
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.. image:: media/partial_purchase01.png
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:align: center
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Selecting elements of a RFQ/Bid
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Purchase --> Purchase Tenders`.
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Create a purchase tender containing
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several products, and follow the usual sequence all
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the way to the **Bid Selection** status.
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When you closed the call, click on **Choose Product Lines** to access the
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list of products and the bids received for all of them.
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.. image:: media/partial_purchase04.png
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:align: center
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Unroll the list of offers you received for each product, and click on
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the *v* symbol (**Confirm order**) next to the offers you wish to proceed
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with. The lines for which you've confirmed the order turn blue. When
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you're finished, click on **Generate PO** to create a purchase order for
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each product and supplier.
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.. image:: media/partial_purchase05.png
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:align: center
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When you come back to you purchase tender, you can see that the status has switched
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to **PO Created** and that the **Requests for Quotations** now have a status
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of **Purchase Order** or **Cancelled**.
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.. image:: media/partial_purchase03.png
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:align: center
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.. seealso::
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* :doc:`manage_multiple_offers`
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