Vendor Scoring and Evaluation
by faOtools https://faotools.com/apps/18.0/vendor-scoring-and-evaluation-18-0-vendor-scoring-1001$ 21.62
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 865 |
| Technical Name |
vendor_scoring |
| License | See License tab |
| Website | https://faotools.com/apps/17.0/vendor-scoring-and-evaluation-17-0-vendor-scoring-1003 |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 865 |
| Technical Name |
vendor_scoring |
| License | See License tab |
| Website | https://faotools.com/apps/17.0/vendor-scoring-and-evaluation-17-0-vendor-scoring-1003 |
| Versions | 17.0 18.0 |
Indicative rankings
Show or hide rating progress bars on kanban, tree, and form views. Search low, normal, and high-ranked suppliers using standard Odoo filters
Unlimited and specific questions
Introduce any number of evaluation points with various weights, answer bonuses, or answer penalties. Complete or change surveys right from a vendor form
Flexible survey points
Apply suitable question types: checkboxes (e.g., True - plus 5 points, False - minus 2), drop-down selections (e.g., option 1 - plus 10 points, option 2 - plus 5 points, option 3 - minus 5 points), rankings (e.g., one star - 1 point, 3 stars - 5, no stars - minus 5 points), or numbers (e.g., each 5 - plust one point, but no more than 20)
Automatic evaluation types
Configure the rules to assign scores based on auto rules: when a vendor suits specific filters (e.g., when a vendor has a particular tag, add 3 points), when a vendor has specific fields entered/not entered (e.g., no email or phone - minus 5 points), or calculate results based on complex and entirely flexible Python code
Your ranking levels
Define when a vendor should be ranked high, normal, or low. For example, from 80% - highly scored; from 60% - normally scored
Topical quantitative analysis
Optionally turn on evaluation for customers and/or vendors. Choose specific vendors to evaluate: others will be excluded from surveys.
Flexibly configurable surveys scoring points
Checkboxes
-
Use this question type when the answer is True or False (default)
-
Assign the score for both options: True - "Success Value Score" (e.g., +10); False - "Empty Value Score" (e.g., -5)
-
Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be -5 x 2 = -10 for the supplier with the unchecked flag
Dropdown selections
-
Use this question type when there are multiple options to select. For instance, the estimated reputation is chosen between three possible values
-
Assign the score for each option: Great (+10), Normal (+5), or Low (-5). The default value is empty (e.g., 0 points)
-
Assign the weight for this evaluation point, e.g., 3. For example, the calculated result would be 10 x 3 = 30 for a vendor with the "Great reputation"
Stars/Ratings
-
Use this question type when evaluating a specific parameter from 0 to a particular number up to 10. For example, "Compliance and ethics" to be scored from zero to three stars
-
Assign the score for each option: 1 star (-1), 2 stars (1), 3 stars (2). The default value is 0 (e.g., 0 points)
-
Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 3 x 2 = 6 for a vendor with 3 stars
Numbers
-
Use this question when users should enter an open-ended float number that is restricted only by a maximum. For example, the company revenue might be stated as any number in Millions, but the value for calculation is up to 10 Million
-
Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 3.5 x 2 = 7 for a vendor with 3 million revenue. However, if the revenue is 15, it will be 10 x 2, since 10 is the maximum for calculations
Filters
-
Use this question type to automatically assign a specific score based on whether a vendor suits particular rules. For example, when a supplier has a specific tag and/or fields entered
-
Assign the score for both possibilities: True - "Success Value Score" (e.g., +5); False - "Empty Value Score" (e.g., -5)
-
Assign the weight for this evaluation point, e.g., 1. For example, the calculated result would be -5 x 1 = -5 for the supplier that doesn't satisfy the filters
Fields entered
-
Use this question type to automatically assign a specific score based on whether a vendor has a particular field entered. For example, when a supplier has a phone in Odoo
-
Assign the score for both possibilities: True - "Success Value Score" (e.g., 0); False - "Empty Value Score" (e.g., -10)
-
Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be -10 x 2 = -20 for the supplier that has an empty phone field
Python code
-
Use this question type to calculate a score point automatically based on any Odoo data. For example, to find all paid invoices of the current vendor and get their untaxed total
-
Assign the weight for this evaluation point, e.g., 2. For example, the calculated result would be 2 x 2 = 4 for a vendor with the calculated result 2
-
Assign the maximum possible result. For example, if it is set as 5, the calculated result "7" will be replaced with 5. So, the score will be 5 x 2 = 10 (instead of 7 x 2 = 14)
-
Feature description and details in short
-
In the code use the variable "partner_id" that contains the currently evaluated Odoo supplier (res.partner instance). Also, Python date, datetime, and timedelta are available
-
Apply Odoo "env" to work with database data. For example, env["purchase.order"] for RFQs or env["account.move"] for bills
-
Save the calculation total in your code to the special "result" variable
Score calculations
-
Each scoring point is summed up for a currently evaluated vendor. For example, five existing questions led to the weighted scores: +10 - 5 + 2 + 7 + 5 = 19
-
All the scoring questions also have their maximum possible values. For instance, 10 + 10 + 10 + 20 + 5 = 55
-
Then, a specific customer score is calculated as total points divided by the maximum points. So, 19/55 = 34.55%
-
Based on the calculated score, the app lets you define the high (marked green, e.g., 75%) and normal (marked yellow, e.g., 30%) levels. Others are low (marked red). Then, in our calculation, a vendor is "normally" evaluated since 34.55% is between 30% and 75%.
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
No, we only distribute the tools through the official Odoo apps store.
Regretfully, we do not have the technical means to provide individual prices.
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
Evaluate and score Odoo vendors
Odoo vendor scoring: kanban
Odoo supplier scoring: list
Filter vendors by scoring levels
Flexibly configured evaluation forms
Scoring type: checkbox
Scoring type: selection
Scoring type: stars
Scoring type: filters
Scoring type: Python code
Scoring type: number
Scoring type: fields entered
Configure Odoo vendor scoring rules and views
Include/exclude vendors from scoring
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/0gkiro
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/nlx6ot
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/4c98z3
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/yjfo9r
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
About the team
faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.
You may like the tools
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system
398
The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.
398
The tool for time-based service management from booking appointments to sales and reviews
398
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. Dashboard designer. KPI charts
198
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
487
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
487
The tool combines users in roles and simplifies security group assigning. Access group management. Users mass updating
38
The tool to plan, share and control employees shifts in a form of weekly timetables. Work schedule. Work shift calendar
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.
Please log in to comment on this module