diff --git a/purchase/purchases/tender.rst b/purchase/purchases/tender.rst index 504cdc8b2..1d5a7d117 100644 --- a/purchase/purchases/tender.rst +++ b/purchase/purchases/tender.rst @@ -1,10 +1,10 @@ -================ -Purchase Tenders -================ +=================== +Purchase Agreements +=================== .. toctree:: :titlesonly: tender/manage_multiple_offers tender/partial_purchase - tender/manage_blanket_orders + tender/blanket_orders diff --git a/purchase/purchases/tender/blanket_orders.rst b/purchase/purchases/tender/blanket_orders.rst new file mode 100644 index 000000000..ad23dd3be --- /dev/null +++ b/purchase/purchases/tender/blanket_orders.rst @@ -0,0 +1,66 @@ +===================== +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* diff --git a/purchase/purchases/tender/manage_blanket_orders.rst b/purchase/purchases/tender/manage_blanket_orders.rst deleted file mode 100644 index 3f23aa02d..000000000 --- a/purchase/purchases/tender/manage_blanket_orders.rst +++ /dev/null @@ -1,88 +0,0 @@ -============================ -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 `__ -in our Online Demonstration. - -.. seealso:: - - :doc:`../../overview/process/from_po_to_invoice` - - :doc:`../../overview/process/difference` diff --git a/purchase/purchases/tender/media/blanket_orders01.png b/purchase/purchases/tender/media/blanket_orders01.png new file mode 100644 index 000000000..9ff7e3620 Binary files /dev/null and b/purchase/purchases/tender/media/blanket_orders01.png differ diff --git a/purchase/purchases/tender/media/blanket_orders02.png b/purchase/purchases/tender/media/blanket_orders02.png new file mode 100644 index 000000000..83c7b632b Binary files /dev/null and b/purchase/purchases/tender/media/blanket_orders02.png differ diff --git a/purchase/purchases/tender/media/blanket_orders03.png b/purchase/purchases/tender/media/blanket_orders03.png new file mode 100644 index 000000000..97121c2f9 Binary files /dev/null and b/purchase/purchases/tender/media/blanket_orders03.png differ diff --git a/purchase/purchases/tender/media/blanket_orders04.png b/purchase/purchases/tender/media/blanket_orders04.png new file mode 100644 index 000000000..ae0c9f5ad Binary files /dev/null and b/purchase/purchases/tender/media/blanket_orders04.png differ