84 lines
2.8 KiB
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84 lines
2.8 KiB
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==============================
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How to manage Purchase Tenders
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==============================
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A **Purchase Tender** (PT), also known as Call for Bids, is used to
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drive competition between several suppliers in order to get the best
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offer for a list of products. In comparison to the RfQ, a Purchase
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Tender is sent to multiple suppliers, stating each are competing with
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one another, and that the best offer will win. The main interest is that
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it usually leads to better offers.
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For more information on best uses, please read the chapter `Request for
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Quotation, Purchase Tender or Purchase
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Order? <https://www.odoo.com/documentation/user/11.0/purchase/overview/process/difference.html>`__
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Activate the Purchase Tender function
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-------------------------------------
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By default, the Purchase Tender is not activated. To be able to use PTs,
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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 Purchase Order section, locate the **Calls for
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Tenders** and tick the box Allow using call for tenders... (advanced),
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then click on **Apply**.
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.. image:: media/manage_multiple_offers00.png
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:align: center
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Create a Purchase Tender
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------------------------
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To create a new Purchase Tender, open :menuselection:`Purchase --> Purchase Agreements
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(PA)`.
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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 Purchase Tender.
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The **Agreement Deadline** field tells the vendors when to have their offers submitted.
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The **Ordering Date** field tells the vendors when we will submit a purchase order to the chosen vendor.
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The **Delivery Date** field tells the vendors when the product will have to be delivered.
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You do not have to define a **Vendor**.
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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 Call**.
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Now click on the button **New Quotation**. A RfQ is created with the
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products chosen on the PT. Choose a **Vendor** and send the RfQ to the
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vendor. Repeat this operation for each vendor.
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.. image:: media/manage_multiple_offers03.png
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:align: center
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Once all the RfQs are sent, you can click on **Validate** on the PT.
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The vendors will send their offers, you can update the RfQs accordingly.
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Then, choose the ones you want to accept by clicking on **Confirm
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Order** on the RfQs and **Cancel** the others.
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You can now click on **Done** on the PT.
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View `Purchase Tenders <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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