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v 17.0 Third Party
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
LicenseOPL-1
Websitehttps://cluedoo.com/shop/lic-clu-set-srm-0001-supplier-relationship-management-srm-4179
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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
LicenseOPL-1
Websitehttps://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

Based on CRM principle, you can manage your suppliers for different are:

- Call to tender management with pre-planned activities.

- Automatic & manual notations.

- Certification & audit follow-up.

- Notation manual or automatic.

- Supplier qualification based on configurable conditions.

- Supplier pipeline.

MODULE+

Open apps to choose your strategy to manage supplier relationship: call to tender oriented, ranking, audit,...

CLUEDOO RECOMMENDATION

In addition of all the features proposed in this app, SRM has his own dedicated apps in order to put Supplier Relationship as a key topic in the company organization.  As CRM on customer side, it's fully required to manage the relationship with your supplier and not only send order - make payments. It's the foundation for a long term collaboration.

OUR FEATURES AS SOLUTION

SRM Pipeline View


Purchase Team


Create proposal


HOW TO USE THIS MODULE ?


Create Purchase Agreement

Employee create Purchase Agreement without putting any Vendor

Proposal

From this Agreement, many proposals from different vendors can be created

Purchase Team Choose Best Proposal

Purchase team can choose the best proposal for that agreement and mark as won then start to create RFQ



On SRM → Configuration → Settings, we can have Proposals option to add a qualification step before creating an agreement


On Purchase Teams, we can create a purchase team and set it to be shown on Proposals and on Pipeline


On Proposals menu, we can create a proposal. Give proposal name, set purchase team and fill other information


If we convert to agreement, it will show the wizard and we can set other information such as Responsible and Purchase Team, then click create agreement.

After clicking Convert to Agreement, you can find it on Pipeline.

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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