SRM
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-srm-0001-supplier-relationship-management-srm-4179
Odoo
$ 295.94
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 3539 |
| Technical Name |
fal_srm |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-srm-0001-supplier-relationship-management-srm-4179 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 3539 |
| Technical Name |
fal_srm |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-srm-0001-supplier-relationship-management-srm-4179 |
Supplier Relationship Management
Manage and maintain your relationship with supplier
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not propose any SRM module.
CLUEDOO BEHAVIOR
CLuedooâs SRM module works like a âCRM but for suppliers.â Instead of only handling purchase orders. It helps companies manage tenders with planned activities, follow up on certifications and audits, manually or automatically score suppliers, and qualify them based on configurable rules - all within a clear pipeline view.
OUR FEATURES AS SOLUTION
SRM Pipeline View
Purchase Team
Create proposal
HOW TO USE THIS MODULE?
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1.
Go to SRM > Configuration > Settings > Check the Proposals checkbox |
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2.
Go to Configuration > Purchase Teams > Create new Purchase Team > check on Pipeline and Proposals checkbox > Set Team Leader, Team Type, Team Members |
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3.
Go to Proposals > Create a new Proposal > Fill in proposal name, set Purchase Team , and other information |
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4.
Click on the Convert to Agreement button. A wizard will pop up and we can set other information, such as Responsible person and Purchase Team > Create Agreement |
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5.
Go to Pipeline , and you can see the Proposal is there |
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6.
In the pipeline, we can mark it as Won or Lost , and can also add the Purchase agreement, such as a blanket order |
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7.
The proposal can be found in the selected blanket order's Proposal(s) smart button |
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8.
Go to Contacts > Select the vendor for the agreement, and you can also see the agreement in the smart button Note: If you don't have the purchase access right, you cannot access SRM |
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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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