52a1911e74
https://docs.google.com/document/d/1-d3hjWIfUm5Xoz7VIMIqAcS1rpDP52Rty9gLWetY6Rk/edit#heading=h.2mjdizz26oox
77 lines
2.7 KiB
ReStructuredText
77 lines
2.7 KiB
ReStructuredText
=======================================================================
|
|
How to purchase partially at two vendors for the same purchase tenders?
|
|
=======================================================================
|
|
|
|
For some Purchase Tenders (PT), you might sometimes want to be able to
|
|
select only a part of some of the offers you received. In Odoo, this is
|
|
made possible through the advanced mode of the **Purchase** module.
|
|
|
|
.. note::
|
|
If you want to know how to handle a simple **Purchase Tender**,
|
|
read the document on :doc:`manage_multiple_offers`.
|
|
|
|
Configuration
|
|
-------------
|
|
|
|
Install the Purchase Management module
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
From the **Apps** menu, install the **Purchase Management** app.
|
|
|
|
.. image:: media/partial_purchase02.png
|
|
:align: center
|
|
|
|
Activating the Purchase Tender and Purchase Tender advanced mode
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
In order to be able to select elements of an offer, you must activate
|
|
the advanced mode.
|
|
|
|
To do so, go into the **Purchases** module, open the **Configuration** menu and
|
|
click on **Settings**.
|
|
|
|
In the **Calls for Tenders** section, tick the option **Allow using call
|
|
for tenders to get quotes from multiple suppliers(...)**, and in the
|
|
**Advanced Calls for Tenders** section, tick the option **Advanced call
|
|
for tender (...)** then click on **Apply**.
|
|
|
|
.. image:: media/partial_purchase01.png
|
|
:align: center
|
|
|
|
Selecting elements of a RFQ/Bid
|
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
Go to :menuselection:`Purchase --> Purchase Tenders`.
|
|
Create a purchase tender containing
|
|
several products, and follow the usual sequence all
|
|
the way to the **Bid Selection** status.
|
|
|
|
When you closed the call, click on **Choose Product Lines** to access the
|
|
list of products and the bids received for all of them.
|
|
|
|
.. image:: media/partial_purchase04.png
|
|
:align: center
|
|
|
|
Unroll the list of offers you received for each product, and click on
|
|
the *v* symbol (**Confirm order**) next to the offers you wish to proceed
|
|
with. The lines for which you've confirmed the order turn blue. When
|
|
you're finished, click on **Generate PO** to create a purchase order for
|
|
each product and supplier.
|
|
|
|
.. image:: media/partial_purchase05.png
|
|
:align: center
|
|
|
|
When you come back to you purchase tender, you can see that the status has switched
|
|
to **PO Created** and that the **Requests for Quotations** now have a status
|
|
of **Purchase Order** or **Cancelled**.
|
|
|
|
.. image:: media/partial_purchase03.png
|
|
:align: center
|
|
|
|
.. tip::
|
|
From there, follow the documentation :doc:`../../overview/process/from_po_to_invoice`
|
|
to proceed with the delivery and invoicing.
|
|
|
|
.. seealso::
|
|
* :doc:`manage_multiple_offers`
|
|
* :doc:`../../overview/process/from_po_to_invoice` |