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=========================================================
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Request for Quotation, Purchase Tender or Purchase Order?
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=========================================================
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Although they are intimately related, Requests for Quotation, Purchase
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Tenders and Purchase Orders are not the same.
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A **Request for Quotation** (RfQ) is used when you plan to purchase
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some products and you would like to receive a quote for those
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products. In Odoo, the Request for Quotation is used to send your list
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of desired products to your supplier. Once your supplier has answered
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your request, you can choose to go ahead with the offer and purchase
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or to turn down the offer.
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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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The **Purchase Order** (PO) is the actual order that you place to the
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supplier that you chose, either through a RfQ, a Purchase Tender, or
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simply when you already know which supplier to order from.
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When to use?
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============
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A **RfQ** is interesting when you have never purchased the products with
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that supplier before and therefore don't know their price. It is also
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useful if you want to challenge your suppliers once you have a
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well-established relationship with them. You can also use it to assess
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the cost of a project and see if it makes it feasible.
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A **Purchase Tender** is used for public offers that require an open
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offering from several suppliers. It is also useful when you need to make
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a one-off order for a product and you would like to get the best offer,
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no matter which supplier it is. It may be used when your supplier has
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not been up to your standards and you would like to either push them to
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deliver a better service, or find a replacement in their competitors.
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When not to use?
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================
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**RfQ**\ s become unnecessary once you have established your favorite
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supplier for each item, and will only increase the delay in the delivery
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of your items. In that case, the process will be simpler by starting
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straight from a Purchase Order.
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**Purchase Tenders** are a long and tedious process that will likely
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take more than several weeks in the best cases. If you need a quick
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delivery, this is not the way to go. Also, if you have a
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well-established relationship with one supplier, think twice before you
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initiate a PT with them as it might tear the relationship and finally
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lead to less interesting deals.
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Example
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=======
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My company builds wooden furniture. For the new series of table we are
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designing, we need some screws, metal frames and rubber protections.
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I create a Request for Quotation in Odoo with those products to my usual
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supplier, and send it by email. He answers back with an offer. However,
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I am not convinced by the offer, and I want to see if anyone can give a
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better one.
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I decide to push competition a bit and set up a Purchase Tender, that
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Odoo will send to a list of suppliers I specified. Out of the 8 offers I
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receive, one gets my attention and I decide to go ahead with that one.
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I confirm the order to the supplier by creating a Purchase Order from
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the PT, and Odoo automatically asks delivery of the items to the
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supplier.
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Configuration
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=============
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If you want to know how to create a **Purchase Order**, read the
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documentation on :doc:`from_po_to_invoice`
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If you want to know how to create a **RfQ**, read the documentation
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on :doc:`../../purchases/rfq/create`
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If you want to know how to create a **Purchase Tender**, read the
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documentation on :doc:`../../purchases/tender/manage_multiple_offers`
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