|
| 1 | +========================================================= |
| 2 | +Request for Quotation, Purchase Tender or Purchase Order? |
| 3 | +========================================================= |
| 4 | + |
| 5 | +Although they are intimately related, Requests for Quotation, Purchase |
| 6 | +Tenders and Purchase Orders are not the same. |
| 7 | + |
| 8 | +A **Request for Quotation** (RfQ) is used when you plan to purchase |
| 9 | +some products and you would like to receive a quote for those |
| 10 | +products. In Odoo, the Request for Quotation is used to send your list |
| 11 | +of desired products to your supplier. Once your supplier has answered |
| 12 | +your request, you can choose to go ahead with the offer and purchase |
| 13 | +or to turn down the offer. |
| 14 | + |
| 15 | +A **Purchase Tender** (PT), also known as Call for Bids, is used to |
| 16 | +drive competition between several suppliers in order to get the best |
| 17 | +offer for a list of products. In comparison to the RfQ, a Purchase |
| 18 | +Tender is sent to multiple suppliers, stating each are competing with |
| 19 | +one another, and that the best offer will win. The main interest is th
8000
at |
| 20 | +it usually leads to better offers. |
| 21 | + |
| 22 | +The **Purchase Order** (PO) is the actual order that you place to the |
| 23 | +supplier that you chose, either through a RfQ, a Purchase Tender, or |
| 24 | +simply when you already know which supplier to order from. |
| 25 | + |
| 26 | +When to use? |
| 27 | +============ |
| 28 | + |
| 29 | +A **RfQ** is interesting when you have never purchased the products with |
| 30 | +that supplier before and therefore don’t know their price. It is also |
| 31 | +useful if you want to challenge your suppliers once you have a |
| 32 | +well-established relationship with them. You can also use it to assess |
| 33 | +the cost of a project and see if it makes it feasible. |
| 34 | + |
| 35 | +A **Purchase Tender** is used for public offers that require an open |
| 36 | +offering from several suppliers. It is also useful when you need to make |
| 37 | +a one-off order for a product and you would like to get the best offer, |
| 38 | +no matter which supplier it is. It may be used when your supplier has |
| 39 | +not been up to your standards and you would like to either push them to |
| 40 | +deliver a better service, or find a replacement in their competitors. |
| 41 | + |
| 42 | +When not to use? |
| 43 | +================ |
| 44 | + |
| 45 | +**RfQ**\ s become unnecessary once you have established your favorite |
| 46 | +supplier for each item, and will only increase the delay in the delivery |
| 47 | +of your items. In that case, the process will be simpler by starting |
| 48 | +straight from a Purchase Order. |
| 49 | + |
| 50 | +**Purchase Tenders** are a long and tedious process that will likely |
| 51 | +take more than several weeks in the best cases. If you need a quick |
| 52 | +delivery, this is not the way to go. Also, if you have a |
| 53 | +well-established relationship with one supplier, think twice before you |
| 54 | +initiate a PT with them as it might tear the relationship and finally |
| 55 | +lead to less interesting deals. |
| 56 | + |
| 57 | +Example |
| 58 | +======= |
| 59 | + |
| 60 | +My company builds wooden furniture. For the new series of table we are |
A3E2
| 61 | +designing, we need some screws, metal frames and rubber protections. |
| 62 | + |
| 63 | +I create a Request for Quotation in Odoo with those products to my usual |
| 64 | +supplier, and send it by email. He answers back with an offer. However, |
| 65 | +I am not convinced by the offer, and I want to see if anyone can give a |
| 66 | +better one. |
| 67 | + |
| 68 | +I decide to push competition a bit and set up a Purchase Tender, that |
| 69 | +Odoo will send to a list of suppliers I specified. Out of the 8 offers I |
| 70 | +receive, one gets my attention and I decide to go ahead with that one. |
| 71 | + |
| 72 | +I confirm the order to the supplier by creating a Purchase Order from |
| 73 | +the PT, and Odoo automatically asks delivery of the items to the |
| 74 | +supplier. |
| 75 | + |
| 76 | +Configuration |
| 77 | +============= |
| 78 | + |
| 79 | +If you want to know how to create a **Purchase Order**, read the |
| 80 | +documentation on :doc:`from_po_to_invoice` |
| 81 | + |
| 82 | +If you want to know how to create a **RfQ**, read the documentation |
| 83 | +on :doc:`../purchases/rfq/create` |
| 84 | + |
| 85 | +If you want to know how to create a **Purchase Tender**, read the |
| 86 | +documentation on :doc:`../purchases/tender/manage_multiple_offers` |
| 87 | + |
| 88 | +.. rst-class:: text-muted |
| 89 | + |
| 90 | +| Written by Samuel Cabodi (Odoo) |
| 91 | +| Proofread by Geoffrey Bressan (Odoo) |
0 commit comments