[ADD] purchase: Manage Blanket Orders

Original document: https://docs.google.com/document/d/1ECslIdtGVlwY6-x_Wj4GqlMpea4v5dBiiM2rPdsNji8/edit
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Yannick Tivisse 2018-03-07 18:10:09 +01:00
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================
Purchase Tenders
================
===================
Purchase Agreements
===================
.. toctree::
:titlesonly:
tender/manage_multiple_offers
tender/partial_purchase
tender/manage_blanket_orders
tender/blanket_orders

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=====================
Manage Blanket Orders
=====================
A Blanket Order is a purchase order which a customer places with its
supplier to allow multiple delivery dates over a period of time, often
negotiated to take advantage of predetermined pricing.
Configuration
=============
For this feature to work, go to :menuselection:`Purchases -->
Configuration --> Settings` and activate the *Purchase Agreements*
feature
.. image:: media/blanket_orders01.png
:align: center
Start a Blanket Order
=====================
To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
Once you are creating the purchase agreement, access the *Agreement
Type* drop down menu and select *Blanket Order*.
.. image:: media/blanket_orders02.png
:align: center
You can then create your new blanket order, select your vendor, the
product(s), agreement deadline, ordering date and delivery date.
When you are satisfied with your purchase agreement, confirm it. Its
status will change from*Draft* to *Ongoing* and a new
*RFQs/Orders* will appear in the top right corner of the document.
.. image:: media/blanket_orders03.png
:align: center
RFQ from the Blanket Order
--------------------------
From your blanket order you can create a new quotation, Odoo will
auto-fill the document with the product(s) from your blanket order, you
only have to choose the quantity and confirm the order.
When you will go back on the blanket order, you will see how many
quantities you have already ordered from your blanket order.
Vendors prices on your product
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When a blanket order is validated, a new vendor line is added in your
product. You can see which one are linked to a blanket order and give
priority to the ones you want with the arrows on the left of the vendor
name.
Thanks to this, a blanket order can be used for automated replenishment
(using *reordering rules* or *made to order* configuration).
.. image:: media/blanket_orders04.png
:align: center
.. tip::
You can also create a *Request for Quotation* from the classic RFQ
Menu and link them with an existing *Blanket Order*

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============================
How to manage Blanket Orders
============================
A **Blanket Order** is a contract between you (the customer) and your supplier.
It is used to negotiate a discounted price. The supplier is benefited by the
economies of scale inherent in a large order. You are benefited by being allowed
to take multiple smaller deliveries over a period of time, at a lower price,
without paying for the large order immediately. Each small periodic delivery
is called a release or call-off.
As the blanket order is a contract, it will have some prearranged conditions.
These usually include:
- Total quantity of each product to be delivered
- Completion deadline, by which you must take delivery of the total quantity
- Unit price for each product
- Delivery lead time in days for each release
Activate the Purchase Agreements
--------------------------------
The Blanket Order function is provided by the Purchase Agreements feature.
By default, the Purchase Agreements is not activated. To be able to use blanket orders,
you must first activate the option.
In the Purchases module, open the Configuration menu and click on
Settings. In the **Orders** section, locate the **Purchase Agreements**
and tick the box, then click on **Save**.
.. image:: media/manage_multiple_offers00.png
:align: center
Create a Blanket Order
----------------------
To create a new blanket order, open :menuselection:`Purchase --> Purchase Agreements`.
.. image:: media/manage_multiple_offers01.png
:align: center
In the Purchase Agreements window, click on **Create**. A new Purchase
Agreement window opens.
In the **Agreement Type** field, choose Blanket Order.
Choose the **Vendor** with whom you will make the agreement.
Set the **Agreement Deadline** as per the conditions of the agreement.
Set the **Ordering Date** to the starting date of the contract.
Leave the **Delivery Date** empty because we will have different delivery dates
with each release.
In the **Products** section, click on **Add an item**. Select products
in the Product list, then insert **Quantity**. You can add as many
products as you wish.
.. image:: media/manage_multiple_offers02.png
:align: center
Click on **Confirm**.
Now click on the button **New Quotation**. A RfQ is created for this vendor, with the
products chosen on the PT. Repeat this operation for each release.
Be careful to change the **Quantity** field on the RFQ. By default, the RFQ quantity
will be for the entire remaining quantity. Your individual releases should be for some smaller
quantity.
.. image:: media/manage_multiple_offers03.png
:align: center
When all of the releases (purchase orders) have been delivered and paid, you can click on
**Validate** and **Done**.
View `Purchase Agreements <https://demo.odoo.com/?module=purchase_requisition.action_purchase_requisition>`__
in our Online Demonstration.
.. seealso::
:doc:`../../overview/process/from_po_to_invoice`
:doc:`../../overview/process/difference`

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