56 lines
1.5 KiB
ReStructuredText
56 lines
1.5 KiB
ReStructuredText
======================
|
|
Manage Call for Tender
|
|
======================
|
|
|
|
A Call for Tender is a special procedure to request offers from multiple
|
|
vendors to obtain the most interesting price.
|
|
|
|
Configuration
|
|
=============
|
|
|
|
For this feature to work, go to :menuselection:`Purchases -->
|
|
Configuration --> Settings` and activate the *Purchase Agreements*
|
|
feature.
|
|
|
|
.. image:: media/call_for_tender01.png
|
|
:align: center
|
|
|
|
Create a Call for Tender
|
|
========================
|
|
|
|
To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
|
|
|
|
Create a new purchase agreement, access the *Agreement Type* drop down
|
|
menu and select *Call for Tender*.
|
|
|
|
When you are satisfied with your purchase agreement, confirm it will
|
|
move from *Draft* to *Confirmed* and a new *RFQs/Orders* appeared
|
|
in the top right corner of the document.
|
|
|
|
.. image:: media/call_for_tender02.png
|
|
:align: center
|
|
|
|
Request new quotations from the Call for Tender
|
|
-----------------------------------------------
|
|
|
|
From the Call for Tender, Odoo will auto-fill the RFQ with the product(s)
|
|
from your Call for Tender.
|
|
|
|
Select the best offer
|
|
=====================
|
|
|
|
The various RFQs and orders linked to the Call for Tenders will be under
|
|
the *RFQs/Orders* button where you can select and confirm the best
|
|
offer.
|
|
|
|
.. image:: media/call_for_tender03.png
|
|
:align: center
|
|
|
|
Close the Call for Tender
|
|
-------------------------
|
|
|
|
Once you're done with your *Call for Tender* don't forget to close it.
|
|
|
|
.. image:: media/call_for_tender04.png
|
|
:align: center
|