e98c22f19e
Most of the docs removed were easy/basic and explained under Odoo Learn. As many docs were removed, it was necessary to restructre and rename the docs that I kept. Kept docs will be updated next. Co-authored-by: Xavier (xpl) <“xpl@odoo.com”>
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1.5 KiB
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56 lines
1.5 KiB
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Manage calls for tenders
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========================
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A Call for Tender is a special procedure to request offers from multiple
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vendors to obtain the most interesting price.
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Configuration
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=============
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For this feature to work, go to :menuselection:`Purchases -->
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Configuration --> Settings` and activate the *Purchase Agreements*
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feature.
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.. image:: media/call_for_tender01.png
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:align: center
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Create a Call for Tender
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========================
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To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
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Create a new purchase agreement, access the *Agreement Type* drop down
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menu and select *Call for Tender*.
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When you are satisfied with your purchase agreement, confirm it will
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move from *Draft* to *Confirmed* and a new *RFQs/Orders* appeared
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in the top right corner of the document.
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.. image:: media/call_for_tender02.png
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:align: center
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Request new quotations from the Call for Tender
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-----------------------------------------------
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From the Call for Tender, Odoo will auto-fill the RFQ with the product(s)
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from your Call for Tender.
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Select the best offer
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=====================
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The various RFQs and orders linked to the Call for Tenders will be under
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the *RFQs/Orders* button where you can select and confirm the best
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offer.
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.. image:: media/call_for_tender03.png
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:align: center
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Close the Call for Tender
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-------------------------
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Once you're done with your *Call for Tender* don't forget to close it.
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.. image:: media/call_for_tender04.png
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:align: center
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