77 lines
2.5 KiB
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77 lines
2.5 KiB
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======================================
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How to create a Request for Quotation?
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======================================
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A Request for Quotation (RfQ) is used when you plan to purchase some
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products and you would like to receive a quote for those products. In
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Odoo, the Request for Quotation is used to send your list of desired
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products to your supplier. Once your supplier has answered your request,
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you can choose to go ahead with the offer and purchase or to turn down
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the offer.
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For more information on best uses, please read the chapter
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:doc:`../../overview/process/difference`
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Configuration
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=============
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Creating a Request for Quotation
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--------------------------------
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In the Purchases module, open :menuselection:`Purchase --> Requests for Quotation`
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and click on **Create**.
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.. image:: ./media/image04.png
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:align: center
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Select your supplier in the **Vendor** menu, or create it on-the-fly by
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clicking on **Create and Edit**. In the **Order Date** field, select
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the date to which you wish to proceed to the actual order.
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.. demo:fields:: purchase.purchase_rfq
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.. demo:action:: purchase.purchase_rfq
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View *Request for Quotation* in our Online Demonstration
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In **Products**, click on Add an item. Select the product you wish to order
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in the **Product** menu. Specify the **Quantity** by inserting the
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number and selecting the unit of measure. In the **Unit Price** field,
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specify the price you would like to be offered (you can also leave the
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field blank if you don't know what the price should be) , and add the
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expected delivery date in the Scheduled Date field. Click on **Save**, then
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**Print Rfq** or **Send Rfq by email** (make sure an email address is specified
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for this supplier or enter a new one).
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.. image:: ./media/image08.png
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:align: center
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After having clicked on **Send**, you will notice that the RFQ's status will
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switch from **Draft** to **RFQ Sent**.
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.. image:: ./media/image06.png
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:align: center
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Once your supplier has replied with an offer, update the RfQ by clicking
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on **Edit** to fit the quotation (prices, taxes, expected delivery lead
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time, payment terms, etc.), then click on **Save** to issue a Purchase
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Order.
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To proceed with the order, click on **Confirm Order** to send the order to
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the supplier. The RfQ's status will switch to **Purchase Order**.
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.. image:: ./media/image11.png
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:align: center
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The status of the RfQ will change to PURCHASE ORDER. Tabs in the upper
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right corner of the order will show 1 Shipment and 0 Invoice.
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.. image:: ./media/image10.png
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:align: center
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.. seealso::
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:doc:`../../overview/process/from_po_to_invoice`
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