135 lines
4.1 KiB
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135 lines
4.1 KiB
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===================================================================
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How to manage multiple offers from suppliers with purchase tenders?
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===================================================================
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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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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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Activating the Purchase Tender function
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---------------------------------------
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By default, the Purchase Tender is not activated. To be able to use PTs,
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you must first activate the option.
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In the Purchases module, open the Configuration menu and click on
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Settings. In the Purchase Order section, locate the **Calls for
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Tenders** and tick the box Allow using call for tenders… (advanced),
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then click on **Apply**.
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.. image:: ./media/image16.png
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:align: center
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Creating a Purchase Tender
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--------------------------
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To create a new Purchase Tender, open :menuselection:`Purchase --> Purchase Tenders`.
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.. image:: ./media/image19.png
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:align: center
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In the Purchase Tenders window, click on **Create**. A new Purchase Tenders
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window opens.
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By default, Odoo names PTs "TEXXXXX" but you can change it as you like.
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.. image:: ./media/image21.png
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:align: center
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In the **Responsible** field, you can select the person who will be in
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charge of the PT.
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In the **Tender Selection Type** menu, you can decide to:
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- select only one RfQ and automatically cancel all other bid: *Select only one RFQ (exclusive)*
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- allow multiple purchase orders for this PT: *Select multiple RFQ*
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Tick in the box **Multiple RFQ per vendor** if you wish to allow
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suppliers to send in more than one Request for Quotation.
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.. image:: ./media/image18.png
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:align: center
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In the **Tender Closing Deadline** field, select the date to bids are
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closed for suppliers.
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In the **Scheduled Ordering Date** field, select the date to which you
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will place the order.
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In the **Scheduled Date** field, select the date to which the products
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should be delivered.
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In the **Source Document** field, you can insert a previous PO to use as
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a template.
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.. image:: ./media/image15.png
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:align: center
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In the Products section, click on **Add an item**.
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Select the product in the **Product** list, then insert **Quantity**.
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You can add as many products as you wish.
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.. image:: ./media/image04.png
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:align: center
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Click on **Save**, then on **Confirm Call**. Two new RFQs/Bids and Request a
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Quotation tabs have appeared on the right side of the window.
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.. image:: ./media/image17.png
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:align: center
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Click on **Request a Quotation** and type in the names of the suppliers you
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wish to include in the PT, then click on **Create Request for Quotation**.
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.. image:: ./media/image12.png
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:align: center
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A list of suppliers has appeared in the **Requests for Quotation**
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section.
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.. image:: ./media/image09.png
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:align: center
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To send the RfQs to your suppliers, click on the green V icon. You can
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also review the RfQ before sending them by clicking on them.
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When you receive offers, click on the RFQs/Bids tab. In the list view,
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select the company and click on **Edit** to adapt the details as stated in
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the offer.
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.. image:: ./media/image20.png
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:align: center
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When you have edited all the corresponding fields, click on **Save**.
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When the deadline has been reached, click on **Close Call for Tenders**. The
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status of the PT is now **Bid Selection**. Open the RFQs/Bids tab and open
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the RfQ(s) you wish to proceed with.
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.. image:: ./media/image14.png
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:align: center
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Click on **Approve Order** to convert the RfQ into a Purchase Order, the go
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back to your PT and click on **Done** to close the PT.
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.. demo:action:: purchase_requisition.action_purchase_requisition
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View *Purchase Tenders* in our Online Demonstration
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.. seealso::
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:doc:`../../overview/process/from_po_to_invoice`
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:doc:`../../overview/process/difference`
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