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”>
67 lines
2.1 KiB
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67 lines
2.1 KiB
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=====================
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Manage blanket orders
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=====================
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A Blanket Order is a purchase order which a customer places with its
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supplier to allow multiple delivery dates over a period of time, often
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negotiated to take advantage of predetermined pricing.
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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/blanket_orders01.png
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:align: center
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Start a Blanket Order
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=====================
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To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
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Once you are creating the purchase agreement, access the *Agreement
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Type* drop down menu and select *Blanket Order*.
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.. image:: media/blanket_orders02.png
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:align: center
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You can then create your new blanket order, select your vendor, the
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product(s), agreement deadline, ordering date and delivery date.
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When you are satisfied with your purchase agreement, confirm it. Its
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status will change from*Draft* to *Ongoing* and a new
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*RFQs/Orders* will appear in the top right corner of the document.
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.. image:: media/blanket_orders03.png
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:align: center
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RFQ from the Blanket Order
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--------------------------
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From your blanket order you can create a new quotation, Odoo will
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auto-fill the document with the product(s) from your blanket order, you
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only have to choose the quantity and confirm the order.
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When you will go back on the blanket order, you will see how many
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quantities you have already ordered from your blanket order.
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Vendors prices on your product
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When a blanket order is validated, a new vendor line is added in your
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product. You can see which one are linked to a blanket order and give
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priority to the ones you want with the arrows on the left of the vendor
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name.
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Thanks to this, a blanket order can be used for automated replenishment
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(using *reordering rules* or *made to order* configuration).
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.. image:: media/blanket_orders04.png
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:align: center
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.. tip::
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You can also create a *Request for Quotation* from the classic RFQ
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Menu and link them with an existing *Blanket Order*
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