Purchase Tender Access Rights
Users can manage Purchase Tenders based on their assigned access rights in Odoo. The module provides separate permissions for Purchase Tender Manager and Purchase Tender User groups to control tender-related activities.
Purchase Tender Configuration
Configure Purchase Tender settings from Purchase → Configuration → Settings to manage vendor followers automatically. Enable the "Auto add vendors as followers" option to automatically add selected vendors as followers when creating a purchase tender.
Purchase Tender Type
Users can create and manage different tender types from Purchase → Configuration → Purchase Tender Type in Odoo.
Purchase Tender Menu
Users can access the Purchase Tender feature from the Purchase → Orders → Purchase Tender menu in Odoo.
Purchase Tender Filter By : Order Date
Users can filter purchase tenders based on the Order Date to quickly find tenders created within a specific time period.
Purchase Tender Group By : Purchase Representative
Users can group purchase tenders based on the Purchase Representative assigned to each tender.
Purchase Tender Group By : Purchase Tender Type
Users can group purchase tenders based on the Purchase Tender Type configured in Odoo.
Purchase Tender Group By : Vendor
Users can group purchase tenders based on the Vendor involved in the tender process.
Purchase Tender Group By : Purchase Tender Deadline Date
Users can group purchase tenders based on the Purchase Tender Deadline Date.
Purchase Tender Form View
Users can manage created purchase tenders from the Purchase Tender form view.
From the tender form, users can view and update important tender details such as Purchase Representative, Tender Type, Order Date, Delivery Date, Vendor and multiple Vendor selections. Users can also add required products with their quantity and unit price to create and manage the purchase tender process efficiently in Odoo.
Confirm Purchase Tender
Users can confirm a purchase tender by clicking the "Confirm" button from the tender form header. Once confirmed, the purchase tender moves from the Draft stage to the Confirmed stage, allowing users to proceed with the next steps of the tender process.
After confirming the purchase tender, the tender status is updated from Draft to Confirmed. When the Auto Add Vendors as Followers configuration is enabled, all selected vendors in the purchase tender are automatically added as followers.
Create Purchase Tender Quotation
The purchase tender manager can create a quotation for the selected purchase tender by clicking the "Purchase New Quotation" button from the tender form.
Received Purchase Tender Quotations
Users can view all received quotations for a purchase tender from the "Received Quotation" button available on the tender form.
Purchase Tender Send By Email
Users can send purchase tender details to vendors by clicking the "Send Email" button from the purchase tender form.
Email Recipients Added as Purchase Tender Followers
When a purchase tender is sent by email, the email recipients are automatically added as followers of the purchase tender.
Purchase Tender Email
User can see purchase tender email.
Validate Purchase Tender
Users can validate a purchase tender by clicking the "Validate" button from the tender form. After validation, the purchase tender status is moved from Confirmed to Bid Selection stage.
Inspect RFQ
Users can review the vendor quotation details for a purchase tender by clicking the "Inspect RFQ" button.
The inspection view displays all received RFQ lines with important details such as vendor, product, unit price, quantity, subtotal and quotation status. This helps purchase managers compare vendor offers and select the most suitable quotation for the tender.
Users can perform actions on each RFQ line:
- Click "Update Qty" to modify the required product quantity.
- Click "PO Confirm" to confirm the selected RFQ line and proceed with purchase order creation.
- Click "Cancel" to cancel an RFQ line that is not required.
Update Quantity
When the user clicks the "Update Qty" button from the RFQ line, a Change Quantity wizard opens. The user can enter the required quantity in the Quantity field and click the "Change Quantity" button to update the selected RFQ line with the new quantity.
Generate Purchase Order
Users can create a purchase order from the selected RFQ lines in the Inspect RFQ view by clicking the "Create Purchase Order" option from the Actions menu.
After selecting RFQ lines, users can configure purchase order creation options from the Create Purchase Order wizard. Users can enable the "Group By" option to create separate purchase orders grouped by vendor.
The wizard also provides options to manage existing RFQs:
- Select "Cancel Old RFQ's of Tender" to cancel previous RFQs created for the selected purchase tender.
- Select "Cancel Old RFQ's of Selected Tender of Partner" to cancel existing RFQs only for the selected vendor.
After selecting the required options, users can click the "Create Purchase Order" button to generate purchase orders from the selected tender lines.
After creating purchase orders from the purchase tender, users can view the generated purchase orders through the "Selected Purchase Order" smart button available on the tender form.
Inspect Multiple Tender
Users can review multiple purchase tender RFQ lines at once from Purchase > Orders > Inspect Multiple Tenders menu.
This view allows users to check RFQ details from multiple tenders, including vendor, product, unit price, quantity, subtotal and tender reference in a single screen.
Tender Line Pivot View
User can also view tender line in pivot view.
Purchase Tender Report
User can print purchase tender pdf report.
Inspect Quotation Report
User can also print inspect quotation pdf report.
Close Purchase Tender
Users can close a purchase tender after completing the vendor quotation review and selection process by clicking the "Closed" button available on the tender form.
Set to Draft Purchase Tender
Users can move a completed purchase tender back to the draft stage by clicking the "Set To Draft" button available on the tender form.
Purchase Tenders in the Portal
Portal users can access available purchase tenders from the My Account section of the website.
Purchase Tender Form View in Portal
Portal users can open purchase tenders in form view to review complete tender details. Portal users can also communicate directly through the chatter history.
Download Purchase Tenders in PDF and XLS
Format.
Purchase Tenders in PDF Format
Purchase Tenders in XLS Format
User can see printed purchase tender in XLS format based on selected multiple vendor.
Requests for Quotation in the Portal
Portal users can access their Requests for Quotation (RFQs) from the portal dashboard and also download RFQ in PDF and XLS file format.
