| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1109 |
| Technical Name |
ak_bid_evaluation |
| License | LGPL-3 |
| Website | https://github.com/abdulah-khaleel |
| Versions | 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1109 |
| Technical Name |
ak_bid_evaluation |
| License | LGPL-3 |
| Website | https://github.com/abdulah-khaleel |
| Versions | 14.0 15.0 |
Bid Evaluation
Evaluate and Score Bids
Extend your bids review and selection process by evaluating bids (quotations) within Odoo. Build
multiple checklists and evaluation/scoring questions and use depending on the type of
the product or service being procured. Create purchase committees and invite users to take part
in the evaluation process.
The app has been tested on both the Community and
Enterprise versions.
How to Use the App
Specify when to enable bid evaluation
Enable the evaluation workflow by going to a purchase agreement type record under the configuration menu of the Purchase app and checking the 'Enable Bid Evaluation' field. Bid evaluation is only available for competitive bids and not blanket orders.
Setup an evaluation template
Create an evaluation template by going to the 'Evaluation Template' menu under Configuration. Specify the maximum score and create your bid checklist as well as the items to be scored/evaluated.
Conduct the evaluations
When creating a purchase agreement record, select the evaluation template and type in any guidelines relevant to how the evaluation should be conducted. In case you have enabled the purchase panels feature, you would also need to select the purchase panel placed right next to the template field.
Conclude the bid selection process and generate bid reports
Quotations that have been confirmed will automatically be added to the 'Selected Bids' list in your agreement record. A number of summary and comparative reports are available from within the agreement form and the evaluation form.
Optional: Purchase Panels
An optional workflow for purchase panels can be enabled from the purchase app settings. Once enabled, you can create panels from the 'Purchase Panel' menu under the configuration tab. Once a panel is specified on an agreement, an evaluation would need to be reviewed by all panel members before being fully validated. Panel member can be assigned the user group 'Purchase Panel Member' which will grant them read access to agreement and quotations that they have been invited to as well as their evaluation records. Members are notified through an activity created on each evaluation.
Important: make sure to download and install the 'Purchase Panels' module to enable this workflow. This can be enabled by either checking the 'Use Purchase Panels' option from the Purchase App settings, or by directly installing the app from your apps list.
Support
Please feel free to report any issues found through the issues tracker on the github repository for the app or through this link.
Also feel free to reach out through email in case of any questions, suggestions or requests and I will be sure to get back to you:
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