diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst index 3ddd1baed..bab3a74ed 100644 --- a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst +++ b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst @@ -1,267 +1,315 @@ -============================================================== -Create alternative requests for quotation for multiple vendors -============================================================== +================ +Alternative RfQs +================ + +.. _purchase/manage_deals/alternative-rfqs: + +.. |PO| replace:: :abbr:`PO (Purchase Order)` +.. |POs| replace:: :abbr:`POs (Purchase Orders)` +.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` +.. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)` Sometimes, companies might want to request offers from multiple vendors at the same time, by inviting those vendors to submit offers for similar goods or services all at once. This helps -companies to select the cheapest (and fastest) vendors, depending on their specific business needs. +companies to select the cheapest, fastest vendors, depending on their specific business needs. -In Odoo, this can be done by adding alternative requests for quotation (RFQs) for different -vendors. Once a response is received from each vendor, the product lines from each :abbr:`RFQ -(Request for Quotation)` can be compared, and a decision can be made for which products to purchase -from which vendors. +In Odoo, this can be done by creating alternative requests for quotation (RfQs) for different +vendors. Once a response is received from each vendor, the product lines from each |RfQ| can be +compared, and a decision can be made for which products to purchase from which vendors. -Sometimes referred to as a *call for tender*, this process is primarily used by organizations in -the public sector, who are legally bound to use it when making a purchase. However, private -companies can also use alternative :abbr:`RFQs (Requests for Quotation)` to spend money efficiently, -as well. +.. note:: + Sometimes referred to as a *call for tender*, this process is primarily used by organizations in + the public sector, who are legally bound to use it when making a purchase. However, private + companies can also use alternative |RfQs| to spend money efficiently. -.. seealso:: - :doc:`blanket_orders` +Configuration +============= -Configure purchase agreement settings -===================================== +To create alternative |RfQs|, the *Purchase Agreements* feature **must** be enabled in the +*Purchase* app settings. To enable the feature, navigate to :menuselection:`Purchase app --> +Configuration --> Settings`. Under the :guilabel:`Orders` section, click the checkbox for +:guilabel:`Purchase Agreements`. -To create alternative :abbr:`RFQs (Requests for Quotation)` directly from a quotation, the *Purchase -Agreements* feature first needs to be enabled in the settings of the *Purchase* app. To do this, go -to :menuselection:`Purchase --> Configuration --> Settings`, and under the :guilabel:`Orders` -section, click the checkbox next to :guilabel:`Purchase Agreements`. Doing so will enable the -ability to create alternative :abbr:`RFQs (Requests for Quotation)`, as well as the ability to -create *blanket orders*. +Then, click :guilabel:`Save` to apply the change. -.. image:: calls_for_tenders/calls-for-tenders-settings-page.png +Doing so enables the ability to create alternative |RfQs|, as well as *blanket orders*. + +.. image:: calls_for_tenders/calls-for-tenders-enabled-setting.png :align: center :alt: Purchase Agreements enabled in the Purchase app settings. .. tip:: - To save time on a *call for tender*, custom vendors, prices, and delivery lead times can be set - in the :guilabel:`Purchase` tab on a product form. To do so, navigate to - :menuselection:`Purchase --> Products --> Products`, and select a product to edit. From the - product form, click the :guilabel:`Purchase tab`, then click :guilabel:`Add a line`. From the - drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, and set a - :guilabel:`Price` and :guilabel:`Delivery Lead Time` if desired. Clicking the - :guilabel:`additional options (two-dots)` icon provides additional visibility options to add to - the line item. + To save time creating alternative |RfQs|, custom vendors, prices, and delivery lead times can be + set in the :guilabel:`Purchase` tab of a product form. -Create an :abbr:`RFQ (Request for Quotation)` -============================================= + To do that, navigate to :menuselection:`Purchase app --> Products --> Products`, and select a + product to edit. On the product form, click the :guilabel:`Purchase` tab, and click + :guilabel:`Add a line`. -To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app, -and click :guilabel:`New`. + From the drop-down menu, choose a vendor to set under the :guilabel:`Vendor` column, then set a + :guilabel:`Price` and :guilabel:`Delivery Lead Time`, if necessary. Clicking the + :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header row, + provides additional column options to add to the line item. -Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the -drop-down next to the :guilabel:`Vendor` field, and click :guilabel:`Add a product` to select a -product from the drop-down menu in the :guilabel:`Product` column. Then, set the desired purchase -quantity in the :guilabel:`Quantity` column, and change the purchase price in the :guilabel:`Unit -Price` column, if desired. +.. _purchase/manage_deals/create-rfq: -Clicking the :guilabel:`additional options (two-dots)` icon provides additional visibility options -to add to the line item. Repeat these steps to add as many options as desired, including the -:guilabel:`UoM` (Units of Measure) to purchase the products in, and the :guilabel:`Expected Arrival` -date. +Create an |RfQ| +=============== -Once ready, click :guilabel:`Send by Email`. This causes a :guilabel:`Compose Email` pop-up window -to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send`. -This turns the :abbr:`RFQ (Request for Quotation)` into a purchase order (PO), and sends an email -to the vendor listed on the purchase order form. +To create a new |RfQ|, navigate to the :menuselection:`Purchase` app, and click :guilabel:`New`. -.. image:: calls_for_tenders/calls-for-tenders-email-popup.png +On the blank |RfQ| form, add a vendor from the drop-down menu, next to the :guilabel:`Vendor` field. +Then, click :guilabel:`Add a product`, in the :guilabel:`Products` tab, to select a product from the +drop-down menu in the :guilabel:`Product` column. + +Then, set the desired quantity to purchase in the :guilabel:`Quantity` column, and change the +purchase price in the :guilabel:`Unit Price` column, if necessary. + +Clicking the :guilabel:`(optional columns drop-down toggle)` icon, at the top right of the header +row, provides additional column options to add to the line item. + +Repeat these steps to add as many column options in the :guilabel:`Products` tab as desired, +including the :guilabel:`UoM` (Units of Measure) to purchase the products in, and the +:guilabel:`Expected Arrival` date. + +Once ready, click :guilabel:`Send by Email`. + +This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be +customized, and attachments can be added, if needed. Once ready, click :guilabel:`Send`. + +This sends an email to the vendor listed on the |RfQ| form. + +.. image:: calls_for_tenders/calls-for-tenders-compose-email.png :align: center :alt: Compose and send quotation email pop-up. .. note:: - Sending emails to each vendor can be useful when creating alternative - :abbr:`RFQs (Requests for Quotation)`, because vendors can confirm if their past prices still - hold today, which can help companies choose the best offers for them. + Sending emails to each vendor can be useful when creating alternative |RfQs|, because vendors can + confirm if their past prices still hold today, which helps companies choose the best offers. -Create alternatives to an :abbr:`RFQ (Request for Quotation)` -============================================================= +.. _purchase/manage_deals/create-alternatives: -Once a :abbr:`PO (Purchase Order)` is created and sent by email to a vendor, alternative :abbr:`RFQs -(Requests for Quotation)` can be created and sent to additional, alternate vendors to compare -prices, delivery times, and other factors to make a decision from which vendors to order which -products. +Create alternative |RfQs| +========================= -To create alternative :abbr:`RFQs (Requests for Quotation)`, click the :guilabel:`Alternatives` tab -from the purchase order form, then click :guilabel:`Create Alternative`. When clicked, a -:guilabel:`Create alternative` pop-up window appears. +Once a |PO| is created and sent to a vendor, alternative |RfQs| can be created for additional +vendors to compare prices, delivery times, and other factors, to help make a decision for the order. -.. image:: calls_for_tenders/calls-for-tenders-alternatives-popup.png +To create alternative |RfQs| from the original, click the :guilabel:`Alternatives` tab. Then, click +:guilabel:`Create Alternative`. When clicked, a :guilabel:`Create alternative` pop-up window +appears. + +.. image:: calls_for_tenders/calls-for-tenders-create-alternative.png :align: center :alt: Calls for tenders pop-up to create alternative quotation. -From this window, select a new/different vendor from the drop-down menu next to the -:guilabel:`Vendor` field to assign this alternative quotation to. +From this window, select an alternative vendor from the drop-down menu next to the +:guilabel:`Vendor` field, to whom the alternative quotation is assigned. Next to this, there is a :guilabel:`Copy Products` checkbox that is selected by default. When -selected, the product quantities of the original :abbr:`PO (Purchase Order)` are copied to the -alternative. For this first alternative quotation, leave the checkbox checked. Once finished, click -:guilabel:`Create Alternative`. This creates (and navigates to) a new :abbr:`PO (Purchase Order)`. +selected, the product quantities of the original |RfQ| are copied over to the alternative. For this +first alternative quotation, leave the checkbox checked. Once finished, click :guilabel:`Create +Alternative`. This opens a new |RfQ| form. -Since the :guilabel:`Create Alternative` checkbox was left checked, this new purchase order form is -already populated with the same products, quantities, and other details as the previous, original -:abbr:`PO (Purchase Order)`. +Since the :guilabel:`Create Alternative` checkbox was left checked, the new form is already +pre-populated with the same products, quantities, and other details as the previous, original |RfQ|. .. note:: When the :guilabel:`Copy Products` checkbox is selected while creating an alternative quotation, - additional products do not need to be added on the purchase order form unless desired. However, - if a chosen vendor is listed in the :guilabel:`Vendor` column under the :guilabel:`Purchase` tab - on a product form included in the purchase order, the values set on the product form carry over - to the :abbr:`PO (Purchase Order)`, and have to be changed manually, if desired. + additional products do **not** need to be added, unless desired. -Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, and -once again, click :guilabel:`Create Alternative`. This causes the :guilabel:`Create alternative` -pop-up window to appear again. This time, choose a different vendor from the drop-down menu next to -:guilabel:`Vendor`, and this time, *uncheck* the :guilabel:`Copy Products` checkbox. Then, click -:guilabel:`Create Alternative`. + However, if a chosen vendor is listed in the :guilabel:`Vendor` column under a specific product + form included in the order, the values set on the product form carry over to the |RfQ|, and + **must** be changed manually, if necessary. + +Once ready, create a second alternative quotation by clicking the :guilabel:`Alternatives` tab, +followed by :guilabel:`Create Alternative`. + +.. note:: + An option to :guilabel:`Compare Product Lines` also appears. Clicking this navigates to the + :guilabel:`Compare Order Lines` page, where alternative |RfQs| can be compared, side-by-side. For + more information on this, refer to the :ref:`Compare Product Lines + ` section. + +This opens the :guilabel:`Create alternative` pop-up window. Once again, choose a different vendor +from the drop-down menu next to :guilabel:`Vendor`. For this particular |RfQ|, however, *uncheck* +the :guilabel:`Copy Products` checkbox. Doing so removes all products on the new alternative |RfQ|, +leaving it blank. The specific products which should be ordered from this particular vendor can be +added in as needed. + +Once ready, click :guilabel:`Create Alternative`. .. tip:: - If an alternative quotation needs to be removed from the :guilabel:`Alternatives` tab, they can - be individually removed by clicking on the :guilabel:`Remove (X)` icon at the end of their row. + If an alternative quotation should be removed from the :guilabel:`Alternatives` tab, they can be + individually removed by clicking on the :guilabel:`X (remove)` icon at the end of their row. -This creates a third, new purchase order. But, since the product quantities of the original -:abbr:`PO (Purchase Order)` were *not* copied over, the product lines are empty, and new products -need to be added by clicking :guilabel:`Add a product`, and selecting the desired products from the -drop-down menu. Once the desired number of products are added, click :guilabel:`Send by Email`. +This creates a third, new |RfQ|. But, since the product quantities of the original |RfQ| were +**not** copied over, the product lines are empty, and new products can be added as needed by +clicking :guilabel:`Add a product`, and selecting the desired products from the drop-down menu. -.. image:: calls_for_tenders/calls-for-tenders-blank-alternative.png +Once the desired number of specific products are added, click :guilabel:`Send by Email`. + +.. image:: calls_for_tenders/calls-for-tenders-blank-quotation.png :align: center :alt: Blank alternative quotation with alternatives in breadcrumbs. -This causes a :guilabel:`Compose Email` pop-up window to appear, wherein the message to the vendor -can be customized. Once ready, click :guilabel:`Send` to send an email to the vendor listed on the -purchase order form. +This opens a :guilabel:`Compose Email` pop-up window, wherein the message to the vendor can be +customized, and attachments can be added, if necessary. Once ready, click :guilabel:`Send`. -From this newest purchase order form, click the :guilabel:`Alternatives` tab. Under this tab, all -three purchase orders can be seen in the :guilabel:`Reference` column. Additionally, the vendors -are listed under the :guilabel:`Vendor` column, and the order :guilabel:`Total` and -:guilabel:`Status` of the orders are in the rows, as well. +From this newest form, click the :guilabel:`Alternatives` tab. Under this tab, all three |RfQs| can +be seen in the :guilabel:`Reference` column. Additionally, the vendors are listed under the +:guilabel:`Vendor` column, and the order :guilabel:`Total` (and :guilabel:`Status`) of the orders +are in the rows, as well. -Link a new :abbr:`RFQ (Request for Quotation)` to existing quotations -===================================================================== +The date in the :guilabel:`Expected Arrival` column is calculated for each vendor, based on any +pre-configured lead times in the vendor and product forms. -Creating alternative quotations directly from a purchase order form under the -:guilabel:`Alternatives` tab is the easiest way to create and link quotations. However, separate -:abbr:`RFQs (Requests for Quotation)` can also be linked *after* the fact, even if they are created -completely separately at first. +.. _purchase/manage_deals/link-rfq: -To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the :menuselection:`Purchase` app, -and click :guilabel:`New`. +Link new |RfQ| to existing quotations +===================================== -Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a vendor from the -drop-down next to the :guilabel:`Vendor` field, and click :guilabel:`Add a product` to select a -product from the drop-down menu in the :guilabel:`Product` column. Then, set the desired purchase -quantity in the :guilabel:`Quantity` column, and change the purchase price in the -:guilabel:`Unit Price` column, if desired. +Even if a quotation is not created directly from the :guilabel:`Alternatives` tab of another |RfQ|, +it can still be linked to existing |RfQs|. -Once ready, click :guilabel:`Send by Email`. This causes a :guilabel:`Compose Email` pop-up window -to appear, wherein the message to the vendor can be customized. Once ready, click :guilabel:`Send` -to send an email to the vendor listed on the purchase order form. +To do that, begin by creating a new |RfQ|. Navigate to :menuselection:`Purchase app --> New`. Fill +out the |RfQ|, according to the :ref:`previous instructions `. -Then, click the :guilabel:`Alternatives` tab once more. Since this new :abbr:`PO (Purchase Order)` -was created separately, there are no other orders linked yet. To link this order with the -alternatives created previously, click :guilabel:`Link to Existing RfQ` on the first line in the -:guilabel:`Vendor` column. +Then, once ready, click the :guilabel:`Alternatives` tab. Since this new |RfQ| was created +separately, there are no other orders linked yet. -.. image:: calls_for_tenders/calls-for-tenders-link-existing-rfq.png +However, to link this |RfQ| with existing alternatives, click :guilabel:`Link to Existing RfQ` on +the first line in the :guilabel:`Vendor` column. + +.. image:: calls_for_tenders/calls-for-tenders-link-rfq-popup.png :align: center - :alt: pop-up to link new quotation to existing RFQs. + :alt: Pop-up to link new quotation to existing RFQs. -This causes an :guilabel:`Add: Alternative POs` pop-up window to appear. Select the three purchase -orders created previously, and click :guilabel:`Select`. All of these orders are now copied to this -:abbr:`PO (Purchase Order)` under the :guilabel:`Alternatives` tab. +This opens an :guilabel:`Add: Alternative POs` pop-up window. Select the desired previously-created +|RfQs|, and click :guilabel:`Select`. All of these orders are now copied to this |RfQ|, and can be +found under the :guilabel:`Alternatives` tab. .. tip:: - If a large number of purchase orders are being processed and the previous - :abbr:`POs (Purchase Orders)` can't be located, try clicking :menuselection:`Group By --> - Vendor` under the search bar at the top of the pop-up window to group by the vendors selected on - the previous orders. + If a large number of |POs| are being processed, and the previous |POs| can't be located, click + the :guilabel:`⬇️ (down arrow)` icon to the right of the search bar, at the top of the pop-up + window. + + Then, under the :guilabel:`Group By` section, click :guilabel:`Vendor`. Vendors are displayed in + their own nested drop-down lists, and each vendor's list can be expanded to view open |POs| for + that vendor. + +.. _purchase/manage_deals/compare-product-lines: Compare product lines ===================== -When there are multiple :abbr:`RFQs (Requests for Quotation)` linked as alternatives, they can be -compared side-by-side in order to determine which vendors offer the best deals on which products. -To compare each quotation, go to the :menuselection:`Purchase` app, and select one of the -quotations created previously. +Alternative |RfQs| can be compared side-by-side, in order to determine which vendors offer the best +deals on the products included in the orders. -Then, click the :guilabel:`Alternatives` tab to see all the linked -:abbr:`RFQs (Requests for Quotation)`. Next, under the :guilabel:`Create Alternative` tab, click -:guilabel:`Compare Product Lines`. This navigates to a Compare Order Lines page. +To compare alternative |RfQs|, navigate to the :menuselection:`Purchase` app, and select one of the +previously-created |RfQs|. -.. image:: calls_for_tenders/calls-for-tenders-compare-product-lines.png +Then, click the :guilabel:`Alternatives` tab to see all linked |RfQs|. Next, under the +:guilabel:`Create Alternative` option, click :guilabel:`Compare Product Lines`. This navigates to +the :guilabel:`Compare Order Lines` page. + +.. image:: calls_for_tenders/calls-for-tenders-compare-products.png :align: center :alt: Compare Product Lines page for alternative RFQs. -The Compare Order Lines page, by default, groups by :guilabel:`Product`. Each product included in -any of the :abbr:`RFQs (Requests for Quotation)` is displayed in its own drop-down, along with all -of the :abbr:`PO (Purchase Order)` numbers in the :guilabel:`Reference` column. +The :guilabel:`Compare Order Lines` page, by default, groups by :guilabel:`Product`. Each product +included in any of the |RfQs| is displayed in its own nested drop-down list, and features all of the +|PO| numbers in the :guilabel:`Reference` column. Additional columns on this page include the :guilabel:`Vendor` from which products were ordered, -the :guilabel:`Status` of the quotation (i.e., RFQ, RFQ Sent); the :guilabel:`Quantity` of products -ordered from each vendor; the :guilabel:`Unit Price` per product and :guilabel:`Total` price of the -order, and more. +:guilabel:`OTD`, the :guilabel:`Reference` number, the :guilabel:`Status` of the quotation (e.g., +:guilabel:`RFQ`, :guilabel:`RFQ Sent`, etc.), the product :guilabel:`Description`, the +:guilabel:`Expected Arrival` date, the :guilabel:`Quantity` of products ordered from each vendor, +the :guilabel:`Unit of Measure` used for each product (if any), the :guilabel:`Unit Price` per +product, the :guilabel:`Total` price of the order, and the :guilabel:`Currency` applied to the +order. .. note:: - To remove product lines from the Compare Order Lines page, click :guilabel:`Clear` at the far - right end of that product line's row. This removes this product as a chooseable option from the - page, and changes the :guilabel:`Total` price of that product on the page to **0**. On the - purchase order form in which that product was included, its ordered quantity is changed to - **0**, as well. + To remove product lines from the :guilabel:`Compare Order Lines` page, click :guilabel:`Clear` at + the far-right end of that product line's row. -Once the best offers have been identified, at the end of each row, individual products can be -selected by clicking :guilabel:`Choose`. Once all the desired products have been chosen, click -:guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to navigate back to -an overview of all :abbr:`RFQs (Requests for Quotation)`. + Doing so removes this specific product as a selectable option from the page, and changes the + :guilabel:`Total` price of that product on the page to `0`. + + Additionally, on the |RfQ| form, in which that product was included, its ordered quantity is also + changed to `0`. + +Once the best offers have been identified, individual products can be selected by clicking the +:guilabel:`Choose` button at the end of each corresponding row. + +Once all desired products have been chosen, click :guilabel:`Requests for Quotation` (in the +breadcrumbs, at the top of the page) to navigate back to an overview of all |RfQs|. + +.. _purchase/manage_deals/cancel-keep-alternatives: Cancel (or keep) alternatives ============================= -Now that the desired products have been chosen, based on which vendors provided the best offer, the -other :abbr:`RFQs (Requests for Quotation)` (from which no products were chosen) can be canceled. +Once the desired products have been chosen from the :guilabel:`Compare Order Lines` page, the +remaining |RfQs|, from which no products were chosen, can be canceled. -Under the :guilabel:`Total` column, at the far right of each row, the orders from which no products -were chosen have automatically had their total cost set to **0**. Although they haven't been -canceled yet, this means that they can ultimately be canceled without repercussions, *after* the -desired purchase orders have been confirmed. +The cost in the :guilabel:`Total` column for each product that wasn't chosen is automatically set to +`0`, indicated at the far-right of each corresponding row. -.. image:: calls_for_tenders/calls-for-tenders-canceled-quotes.png +Although they haven't been canceled yet, this indicates that each of those orders can be canceled +without having an effect on the other live orders, once those orders have been confirmed. + +.. image:: calls_for_tenders/calls-for-tenders-zero-total.png :align: center :alt: Canceled quotations in the Purchase app overview. -To confirm a quotation that contains the chosen product quantities, click into one. Then, click -:guilabel:`Confirm Order`. This causes an :guilabel:`Alternative Warning` pop-up window to appear. -From there, either :guilabel:`Cancel Alternatives` or :guilabel:`Keep Alternatives` can be clicked. -If this :abbr:`PO (Purchase Order)` should *not* be confirmed, click :guilabel:`Cancel`. +To confirm an |RfQ| for which products were selected, click into one, and click :guilabel:`Confirm +Order`. -:guilabel:`Cancel Alternatives` automatically cancels the alternative purchase orders. -:guilabel:`Keep Alternatives` keeps the alternative purchase orders open, so they can still be -accessed if any additional product quantities need to be ordered. Once all products are ordered, -:guilabel:`Cancel Alternatives` can be selected from whichever :abbr:`PO (Purchase Order)` is open. +This causes a pop-up window reading :guilabel:`What about the alternative Requests for Quotations?` +to appear. From the pop-up window, two options are presented: :guilabel:`Cancel Alternatives` and +:guilabel:`Keep Alternatives`. -To view a detailed form of one of the :abbr:`RFQs (Requests for Quotation)` listed, click the line -item for that quotation. This causes an :guilabel:`Open: Alternative POs` pop-up window to appear, -from which all details of that particular quotation can be viewed. Click :guilabel:`Close` when -finished. +If this |PO| should **not** be confirmed, click :guilabel:`Discard`. -.. image:: calls_for_tenders/calls-for-tenders-keep-cancel-alternatives.png +Selecting :guilabel:`Cancel Alternatives` automatically cancels the alternative |RfQs|. Selecting +:guilabel:`Keep Alternatives` keeps the alternative |RfQs| open, so they can still be accessed, if +any additional product quantities need to be ordered later. + +Once all products are ordered, :guilabel:`Cancel Alternatives` can be selected from whichever |PO| +is open at that time. + +.. image:: calls_for_tenders/calls-for-tenders-keep-or-cancel.png :align: center :alt: Keep or cancel pop-up for alternative RFQs. -From the :guilabel:`Alternative Warning` pop-up window, click :guilabel:`Keep Alternatives` to keep -all alternative quotations open for now. Then, click :guilabel:`Requests for Quotation` (in the -breadcrumbs, at the top of the page) to navigate back to an overview of all :abbr:`RFQs (Requests -for Quotation)`. +To view a detailed form of one of the |RfQs| listed, click the line item for that quotation. This +opens an :guilabel:`Open: Alternative POs` pop-up window, from which all details of that particular +|RfQ| can be viewed. -Click into the remaining quotation(s) that contain products that need to be ordered, and click -:guilabel:`Confirm Order`. This causes the :guilabel:`Alternative Warning` pop-up window to appear -again. This time, click :guilabel:`Cancel Alternatives` to cancel all other alternative :abbr:`RFQs` -linked with this quotation. +Once ready, click :guilabel:`Close` to close the pop-up window. + +If all alternative |RfQs| should stay open, from the :guilabel:`What about the alternative Requests +for Quotations?` pop-up window, click :guilabel:`Keep Alternatives`. + +Then, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to +navigate back to an overview of all |RfQs|. + +Click into the remaining |RfQs| that contain products that need to be ordered, and click +:guilabel:`Confirm Order`. + +This opens the :guilabel:`What about the alternative Requests for Quotations?` pop-up window. If +desired, and the remaining alternative |RfQs| are no longer needed, click :guilabel:`Cancel +Alternatives` to cancel all other alternative |RfQs| linked with this order. Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at the top of the page) to -navigate back to an overview of all :abbr:`RFQs (Requests for Quotation)`. The canceled orders can -be seen greyed out and listed with a :guilabel:`Cancelled` status under the :guilabel:`Status` -column at the far right of their rows. +navigate back to an overview of all |RfQs|. -Now that all product quantities have been ordered, the purchase process can be followed, and -continued to completion, until the products are received into the warehouse. +The canceled orders can be seen, greyed out and listed with a :guilabel:`Cancelled` status, under +the :guilabel:`Status` column at the far-right of their respective rows. + +Now that all product quantities have been ordered, the purchase process can be completed, and the +products can be received into the warehouse. + +.. seealso:: + :doc:`blanket_orders` diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-alternatives-popup.png b/content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-alternatives-popup.png deleted 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