| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 492 |
| Technical Name |
eg_po_tender_management |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Tender Management - Purchase Order
This module allows you to efficiently manage tender requests for quotations (RFQs) with various stages like Draft, Confirm, Bid Selection, Close, and Cancel. It enables the consolidation of multiple RFQs into a single purchase order, especially when dealing with the same partner. You can also send tender PDF reports directly to your partner's email.
Highlight Tender Management - Purchase Order
Streamline tender management with multiple stages
Merge RFQs from the same partner into one purchase order
Email tender reports directly to partners
Assign tender management roles and track all orders in real time
Features
Screenshots
Support
Service
Features
Dedicated Tender Manager Role:
Assign a specific user to manage all tender activities, ensuring a streamlined and organized process.
Efficient Tender Management:
Easily configure and manage various tender types, simplifying organization and tracking.
Multiple RFQ Creation:
Generate multiple RFQs from a single tender, allowing vendor comparison and selection.
Consolidated Purchase Orders:
Merge multiple RFQs from the same vendor into one purchase order, reducing paperwork and errors.
Email Reporting:
Send automated tender reports to partners, ensuring clear communication and updates.
Screenshot
1) User Form View:
Navigate to User Settings and assign the 'Purchase Tender Manager' or 'User' group.
Navigation : Settings ➡ Users & Companies ➡ Users
22) Purchase Tender Type Form View:
Define various tender types to categorise tenders.
Navigation : Purchase ➡ Configuration ➡ Settings ➡ Purchase Tender Type
3) Purchase Tender Form View:
Create a purchase tender and click 'Confirm.' Choose vendors to view the tender, or leave it open for all if no vendors are selected.
Navigation : Purchase ➡ Orders ➡ Settings ➡ Purchase Tender
4) Confirm Tender and Create Quotation:
After confirming a tender, generate a new quotation and track all RFQs/POs using the 'Received Quotation' button.
5) Purchase Order Form View:
Automatically set the purchase tender in the RFQ upon creating a new quotation.
6) Validate Purchase Tender:
Track the number of RFQs/Purchase Orders and click 'Validate' to confirm the tender.
7) Bid Selection State:
After validation, the purchase tender enters the 'Bid Selection' state, revealing the 'Analyze RFQ' button.
8) Tender Line Tree View:
Displays the 'Tender Lines' tree view with options to update order quantity, confirm, or cancel RFQs.
9) Tender Line Tree View:
After clicking 'Analyze RFQ,' the 'Tender Lines' view appears. You will see three buttons for each line:
1) Cart Icon: Update the order quantity in the RFQ.
2) Check Mark: Confirm the RFQ, turning the line green.
3) Cross Mark: Cancel the RFQ, turning the line red.
10) Change Line Quantity Wizard:
Modify product quantities in the tender using the cart icon in the tree
11) Update RFQ Product Quantity:
Reflect updated product quantities in the tender line tree view.
12) Generate Purchase Order:
Select confirmed RFQs and generate a purchase order.
13) Generate Purchase Order Wizard View:
Choose RFQs/Purchase Orders to be included, and cancel the old ones if needed.
14) Grouped Purchase Order View:
Grouped purchase orders by customer with two smart buttons: 'Received Quotation' and 'Selected Order'.
15) View Selected Order:
Click 'Selected Order' to view grouped RFQs.
16) Individual Vendor RFQ Order:
Each vendor's RFQ generates a separate purchase order.
17) Purchase Tender Form View:
After finalising the purchase order, the product line will turn green. To close the tender, click âClose.â
18) Cancel Purchase Tender:
Click 'Cancel' to cancel the purchase tender if necessary.
19) Group RFQ by Tender:
Group RFQs based on tender criteria.
20) Group RFQ by Selected Orders:
Group RFQs by selected orders for better management.
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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