Security Groups

The module provides a three-tier role model:

Assign users via :menuselection:`Settings --> Users & Companies --> Users`, then select the appropriate group under the Purchase eSourcing category.

Creating a Sourcing Event

1. Navigate to :menuselection:`Purchase --> eSourcing --> eSourcing Events`
2. Click :guilabel:`New`
3. Set the Sourcing Type:
   • :guilabel:`Simple RFQ` — generates one native Odoo RFQ per supplier on publish
   • :guilabel:`Complex Tender` — delegates to the Tender Management engine on publish
4. Add products on the Products tab with quantity and an internal target price (used for savings calculation)
5. Set the Deadline and optionally configure Max Rounds
6. Enable Blind Bidding (on by default) to hide prices until the event closes
7. Add invited suppliers on the Suppliers tab
8. Click :guilabel:`Save`

Publishing and Receiving Bids

1. Click :guilabel:`Publish` — supplier invitation emails are sent automatically
2. In Simple RFQ mode, one purchase.order RFQ is created per supplier and linked to the event
3. Click :guilabel:`Open` to mark bidding as active
4. Bids are received as grev.purchase.esourcing.bid records on the Bids tab
5. The event auto-closes when the deadline passes (hourly cron) or click :guilabel:`Close`

Multi-Round Bidding

To run a second (or subsequent) round:

1. Ensure :guilabel:`Max Rounds` > 1 on the event form
2. After the current round closes or is evaluated, click :guilabel:`New Round`
3. In the wizard:
   • Select the shortlisted suppliers for the next round (must be a subset of current)
   • Set a new deadline
   • Add optional round notes for suppliers
4. Click :guilabel:`Start Round` — current_round increments, event reverts to Open, and supplier notifications are sent

Scoring and Evaluation

1. After closing the event, click :guilabel:`Score & Rank`

2. In the Score Weights Wizard, adjust the percentage weights for each dimension (must total 100%):

   Dimension	Default Weight	Direction
   Price	40%	Lower is better
   MOQ	20%	Lower is better
   Lead Time	20%	Lower is better
   Quality	10%	Higher is better
   Reliability	10%	Higher is better

3. Click :guilabel:`Score & Rank` — min-max normalization runs across all submitted bids; each bid receives a total_score (0–100) and a rank (1 = best)

4. The event transitions to Evaluated and a scoring summary is posted to the chatter

5. Review per-dimension scores on the Scoring Details tab

Awarding the Event

Simple RFQ mode — confirm the winning purchase.order RFQ directly:

• The system creates or updates the bid record from the RFQ lines
• All sibling RFQs are cancelled automatically
• The event transitions to Awarded

Complex Tender mode — use the Award Wizard:

1. Click :guilabel:`Award`
2. In the Award Justification Wizard:
   • Select the winning bid
   • Choose a rationale: Lowest Price, Best Score, Best Quality, Lead Time, Strategic, or Other
   • Enter a written justification (minimum 20 characters)
   • Confirm the Approver (defaults to current user)
3. Click :guilabel:`Confirm Award`
   • Winner bid transitions to accepted; all others to rejected
   • Event transitions to Awarded
   • Full decision record (approver, rationale, justification) posted to chatter

Sending to Negotiation

1. From an Evaluated or Awarded event, click :guilabel:`Send to Negotiation`
2. The event transitions to Negotiation state
3. Full traceability is maintained: eSourcing Event → Negotiation Session

Event Lifecycle

Models

Key Fields

Sourcing Event (grev.purchase.esourcing.event)

• name — auto-generated reference (ESO-00001)
• event_type — rfq | tender | auction
• sourcing_type — rfq (Simple) | tender (Complex)
• state — lifecycle state (see table above)
• blind_bidding — hide prices until closed (default True)
• bid_prices_visible — computed; True when state in closed/evaluated/awarded/negotiation/cancelled or blind_bidding=False
• deadline_date — submission deadline (required)
• current_round / max_rounds — round counters
• total_target_value — sum of target_price × quantity across all lines (stored computed)
• purchase_order_ids — linked Odoo RFQs (Simple RFQ mode)
• awarded_purchase_order_id — the confirmed Purchase Order
• tender_call_id — linked grev.tender.call (Complex Tender mode)

Supplier Bid (grev.purchase.esourcing.bid)

• name — auto-generated reference (BID-00001)
• partner_id — supplier
• round_number — bidding round this bid belongs to
• state — draft | submitted | accepted | rejected
• moq — minimum order quantity
• lead_time — days
• validity_date — offer expiry
• total_score — weighted composite score (0–100)
• rank — rank within event (1 = best)
• savings_amount — total savings vs target prices
• savings_pct — savings as % of event total target value

Scheduled Actions

Integration Points

Upstream (optional):

• grev_od_purchase_intel — supplier recommendations and performance scores
• grev_od_spend_analytics — historical spend data

Downstream (optional):

• grev_od_purchase_negotiation — price negotiation after award
• grev_od_purchase_supplier_portal — portal bid submission by suppliers

Required dependency:

• grev_od_tender_management — provides grev.tender.call for Complex Tender mode