13d8e540f7
* Add chapter documenting the use of Blanket Order type Purchase Agreements * Clarify the proper usage and behavior of dates for Purchase Tender type Purchase Agreements
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2.9 KiB
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89 lines
2.9 KiB
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============================
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How to manage Blanket Orders
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============================
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A **Blanket Order** is a contract between you (the customer) and your supplier.
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It is used to negotiate a discounted price. The supplier is benefited by the
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economies of scale inherent in a large order. You are benefited by being allowed
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to take multiple smaller deliveries over a period of time, at a lower price,
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without paying for the large order immediately. Each small periodic delivery
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is called a release or call-off.
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As the blanket order is a contract, it will have some prearranged conditions.
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These usually include:
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- Total quantity of each product to be delivered
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- Completion deadline, by which you must take delivery of the total quantity
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- Unit price for each product
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- Delivery lead time in days for each release
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Activate the Purchase Agreements
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--------------------------------
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The Blanket Order function is provided by the Purchase Agreements feature.
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By default, the Purchase Agreements is not activated. To be able to use blanket orders,
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you must first activate the option.
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In the Purchases module, open the Configuration menu and click on
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Settings. In the **Orders** section, locate the **Purchase Agreements**
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and tick the box, then click on **Save**.
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.. image:: media/manage_multiple_offers00.png
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:align: center
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Create a Blanket Order
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----------------------
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To create a new blanket order, open :menuselection:`Purchase --> Purchase Agreements`.
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.. image:: media/manage_multiple_offers01.png
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:align: center
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In the Purchase Agreements window, click on **Create**. A new Purchase
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Agreement window opens.
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In the **Agreement Type** field, choose Blanket Order.
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Choose the **Vendor** with whom you will make the agreement.
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Set the **Agreement Deadline** as per the conditions of the agreement.
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Set the **Ordering Date** to the starting date of the contract.
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Leave the **Delivery Date** empty because we will have different delivery dates
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with each release.
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In the **Products** section, click on **Add an item**. Select products
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in the Product list, then insert **Quantity**. You can add as many
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products as you wish.
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.. image:: media/manage_multiple_offers02.png
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:align: center
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Click on **Confirm**.
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Now click on the button **New Quotation**. A RfQ is created for this vendor, with the
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products chosen on the PT. Repeat this operation for each release.
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Be careful to change the **Quantity** field on the RFQ. By default, the RFQ quantity
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will be for the entire remaining quantity. Your individual releases should be for some smaller
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quantity.
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.. image:: media/manage_multiple_offers03.png
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:align: center
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When all of the releases (purchase orders) have been delivered and paid, you can click on
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**Validate** and **Done**.
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View `Purchase Agreements <https://demo.odoo.com/?module=purchase_requisition.action_purchase_requisition>`__
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in our Online Demonstration.
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.. seealso::
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:doc:`../../overview/process/from_po_to_invoice`
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:doc:`../../overview/process/difference`
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