Spellbound - Odoo Implementation, Customization & Training

Purchase Call for Tender functionality

By: SpellBound Soft. Solutions Posted on: September 16, 2021 Tags:

Call for tender procedure allows you to make requests from various vendors, services and price.We can select the vendor as we want to approach.

  • First step is to make sure the Purchase Agreement checkbox is enabled.
  • PURCHASE -> CONFIGURATION -> SETTINGS -> ORDERS -> PURCHASE AGREEMENTS

  • Let me show you how the configuration of call for tender looks like.
  • PURCHASE -> CONFIG -> PURCHASE AGREEMENT TYPE

  • This is what Call for tender config looks like:

  • Lets create a new Purchase Agreement. 
  • PURCHASE -> ORDERS -> PURCHASE AGREEMENTS -> CREATE 

  • Here I have added one product that is Acoustic Block Screens. Once you have set the quantity and price CONFIRM IT. 

  • Once you have confirmed, you can add RFQ as you want and them to the vendors.Here, now you can see there is no RFQ. 

  • Let’s assume the vendor has sent me the price details and I have entered them into the RFQ’S. In one RFQ I have entered the unit price as $2000 while for another one $3000.
  • RFQ/ORDER (top right corner of your purchase agreement) -> CREATE

  • Below is the view for the RFQ’s. CONFIRM both of the RFQ’s which would lead to to updating the total value. 
  • Here’s the fist RFQ.

 

  • And here’s the other one. 

  • Here, you can see that the prices are updated.

  • Here you can see two RFQ.

  • Now let’s confirm the receipt. After doing so the values will be updated. 
  • PURCHASE AGREEMENT -> RFQ’s/ORDERS -> The quotation you choose -> RECEIPT -> VALIDATE

  • Now validate.

  • After confirming this one RFQ all the other RFQ will be cancelled.

  • The purchase order will be automatically created after this progress.
  • ORDER -> PURCHASE ORDER 
  • There you can see your purchase order which is automatically created.

  • This was it for today. Hope you learned something new. 

 

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