1- ===================================================================
2- How to manage multiple offers from suppliers with purchase tenders?
3- ===================================================================
1+ ==============================
2+ How to manage Purchase Tenders
3+ ==============================
44
55A **Purchase Tender ** (PT), also known as Call for Bids, is used to
66drive competition between several suppliers in order to get the best
@@ -9,123 +9,66 @@ Tender is sent to multiple suppliers, stating each are competing with
99one another, and that the best offer will win. The main interest is that
1010it usually leads to better offers.
1111
12- For more information on best uses, please read the chapter
13- :doc: `../../overview/process/difference `
12+ For more information on best uses, please read the chapter `Request for
13+ Quotation, Purchase Tender or Purchase
14+ Order? <https://www.odoo.com/documentation/user/10.0/purchase/overview/process/difference.html> `__
1415
15- Configuration
16- =============
17-
18- Activating the Purchase Tender function
19- ---------------------------------------
16+ Activate the Purchase Tender function
17+ -------------------------------------
2018
2119By default, the Purchase Tender is not activated. To be able to use PTs,
2220you must first activate the option.
2321
2422In the Purchases module, open the Configuration menu and click on
2523Settings. In the Purchase Order section, locate the **Calls for
26- Tenders ** and tick the box Allow using call for tenders… (advanced),
24+ Tenders ** and tick the box Allow using call for tenders... (advanced),
2725then click on **Apply **.
2826
29- .. image :: ./media/image16.png
30- :align: center
31-
32- Creating a Purchase Tender
33- --------------------------
34-
35- To create a new Purchase Tender, open :menuselection: `Purchase --> Purchase Tenders `.
36-
37- .. image :: ./media/image19.png
38- :align: center
39-
40- In the Purchase Tenders window, click on **Create **. A new Purchase Tenders
41- window opens.
42-
43- By default, Odoo names PTs "TEXXXXX" but you can change it as you like.
44-
45- .. image :: ./media/image21.png
46- :align: center
47-
48- In the **Responsible ** field, you can select the person who will be in
49- charge of the PT.
50-
51- In the **Tender Selection Type ** menu, you can decide to:
52-
53- - select only one RfQ and automatically cancel all other bid: *Select only one RFQ (exclusive) *
54-
55- - allow multiple purchase orders for this PT: *Select multiple RFQ *
56-
57- Tick in the box **Multiple RFQ per vendor ** if you wish to allow
58- suppliers to send in more than one Request for Quotation.
59-
60- .. image :: ./media/image18.png
61- :align: center
62-
63- In the **Tender Closing Deadline ** field, select the date to bids are
64- closed for suppliers.
65-
66- In the **Scheduled Ordering Date ** field, select the date to which you
67- will place the order.
68-
69- In the **Scheduled Date ** field, select the date to which the products
70- should be delivered.
71-
72- In the **Source Document ** field, you can insert a previous PO to use as
73- a template.
74-
75- .. image :: ./media/image15.png
27+ .. image :: media/manage_multiple_offers00.png
7628 :align: center
7729
78- In the Products section, click on **Add an item **.
30+ Create a Purchase Tender
31+ ------------------------
7932
80- Select the product in the ** Product ** list, then insert ** Quantity **.
81- You can add as many products as you wish .
33+ To create a new Purchase Tender, open :menuselection: ` Purchase --> Purchase Agreements
34+ (PA) ` .
8235
83- .. image :: ./ media/image04 .png
36+ .. image :: media/manage_multiple_offers01 .png
8437 :align: center
8538
86- Click on **Save **, then on **Confirm Call **. Two new RFQs/Bids and Request a
87- Quotation tabs have appeared on the right side of the window.
88-
89- .. image :: ./media/image17.png
90- :align: center
39+ In the Purchase Agreements window, click on **Create **. A new Purchase
40+ Agreement window opens.
9141
92- Click on **Request a Quotation ** and type in the names of the suppliers you
93- wish to include in the PT, then click on **Create Request for Quotation **.
42+ In the **Agreement Type ** field, choose Purchase Tender.
9443
95- .. image :: ./media/image12.png
96- :align: center
44+ You do not have to define a **Vendor **.
9745
98- A list of suppliers has appeared in the **Requests for Quotation **
99- section.
46+ In the **Products ** section, click on **Add an item **. Select products
47+ in the Product list, then insert **Quantity **. You can add as many
48+ products as you wish.
10049
101- .. image :: ./ media/image09 .png
50+ .. image :: media/manage_multiple_offers02 .png
10251 :align: center
10352
104- To send the RfQs to your suppliers, click on the green V icon. You can
105- also review the RfQ before sending them by clicking on them.
53+ Click on **Confirm Call **.
10654
107- When you receive offers, click on the RFQs/Bids tab. In the list view,
108- select the company and click on ** Edit ** to adapt the details as stated in
109- the offer .
55+ Now click on the button ** New Quotation **. A RfQ is created with the
56+ products chosen on the PT. Choose a ** Vendor ** and send the RfQ to the
57+ vendor. Repeat this operation for each vendor .
11058
111- .. image :: ./ media/image20 .png
59+ .. image :: media/manage_multiple_offers03 .png
11260 :align: center
11361
114- When you have edited all the corresponding fields, click on **Save **.
115-
116- When the deadline has been reached, click on **Close Call for Tenders **. The
117- status of the PT is now **Bid Selection **. Open the RFQs/Bids tab and open
118- the RfQ(s) you wish to proceed with.
119-
120- .. image :: ./media/image14.png
121- :align: center
62+ Once all the RfQs are sent, you can click on **Validate ** on the PT.
12263
123- Click on **Approve Order ** to convert the RfQ into a Purchase Order, the go
124- back to your PT and click on **Done ** to close the PT.
64+ The vendors will send their offers, you can update the RfQs accordingly.
65+ Then, choose the ones you want to accept by clicking on **Confirm
66+ Order ** on the RfQs and **Cancel ** the others.
12567
126- .. demo : action :: purchase_requisition.action_purchase_requisition
68+ You can now click on ** Done ** on the PT.
12769
128- Purchase Tenders * in our Online Demonstration
70+ View `Purchase Tenders <https://demo.odoo.com/?module=purchase_requisition.action_purchase_requisition >`__
71+ in our Online Demonstration.
12972
13073.. seealso ::
13174
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