Key Features

1. Multi-lot tender architecture — each tender call contains independent lots, each with its own product requirements, fulfillment type, survey, and winning bid
2. Secure vendor portal — vendors submit bids through the standard Odoo portal; record rules enforce strict per-vendor data isolation
3. Survey-based qualification — mandatory or optional surveys gate bid submission at the tender level and at individual lot level
4. Weighted scoring engine — technical and financial scores (50/50 default) compute a final score automatically for evaluation ranking
5. Full state machine — tenders progress through Draft → Published → Evaluation → Awarded → Cancelled
6. Post-fulfillment vendor rating — score vendors after delivery for supplier performance tracking and future tender decisions

Prerequisites

• Odoo 19.0 Community or Enterprise
• Standard Odoo modules: base, mail, survey, portal

Steps

1. Copy the module directory to your Odoo addons path
2. Go to :menuselection:`Settings --> Technical --> Activate developer mode`
3. Go to :menuselection:`Apps --> Update Apps List`
4. Search for Tender Management — Core
5. Click :guilabel:`Install`

Security Groups

Three groups are created under the Purchases category:

To assign a group, go to :menuselection:`Settings --> Users & Companies --> Users`, open a user record, and select the appropriate group in the Purchases section.

Sequences

Bid references are auto-generated using the grev.tender.bid sequence (default format: BID/YYYY/NNNNN). To customise the format, go to :menuselection:`Settings --> Technical --> Sequences & Identifiers --> Sequences` and search for Tender Bid.

Creating a Tender Call

1. Go to :menuselection:`Tenders --> Tender Calls`
2. Click :guilabel:`Create`
3. Fill in the Reference (or let the sequence assign one) and Title
4. Set :guilabel:`Bid Deadline` — vendors cannot submit after this date
5. Optionally attach a :guilabel:`General Survey` required of all bidders
6. Save; the tender starts in Draft state

Managing Lots and Requirement Lines

Inside the tender form, open the :guilabel:`Lots` tab:

1. Click :guilabel:`Add a line` to create a lot
2. Enter the lot Name and optionally a description
3. Set :guilabel:`Fulfillment Type`:
   • Purchase Order — lot will be fulfilled via a PO (requires grev_od_tender_purchase)
   • Project Task — lot will be fulfilled via a project task (requires grev_od_tender_project)
4. Open the lot form to add Requirement Lines: specify product, quantity, unit of measure, specifications, and estimated price for each item in the lot

Publishing the Tender

When the tender is ready for vendor submissions:

1. Click :guilabel:`Publish` in the status bar
2. The tender transitions to Published state and becomes visible to portal users
3. The bid deadline is enforced — late submissions are blocked automatically

Vendor Bidding (Portal)

Vendors access tenders through the standard Odoo portal:

1. Vendor logs in at /web/login with their portal account
2. Navigates to :guilabel:`My Tenders` to see published tenders
3. Opens a tender and clicks :guilabel:`Submit a Bid`
4. Completes any mandatory surveys (submission is blocked until complete)
5. Adds bid lines for each lot-line they wish to bid on: price, delivery date, warranty months, and technical notes
6. Clicks :guilabel:`Submit Bid` to finalise

Survey Qualification

Surveys can be attached at two levels:

• Tender-level: a general survey required of all bidders (e.g. company registration, financial standing)
• Lot-level: a specific survey for a particular lot (e.g. technical certifications for that product category)

Set :guilabel:`Lot Survey Required` on the lot to make the survey mandatory. Bid submission is blocked until the required surveys are marked complete.

Evaluating Bids

Once the deadline passes, move the tender to Evaluation:

1. Click :guilabel:`Start Evaluation` on the tender
2. Go to :menuselection:`Tenders --> Bids` and open each submitted bid
3. Review the bid lines and survey responses
4. Enter :guilabel:`Technical Score` (0–100) and :guilabel:`Financial Score` (0–100)
5. Add :guilabel:`Evaluation Notes` to justify the scores
6. Click :guilabel:`Mark Evaluated`

The Final Score is computed automatically as (technical_score × 0.5) + (financial_score × 0.5).

Awarding a Lot

1. Open the lot you wish to award
2. Click :guilabel:`Award Bid`
3. The award wizard lists all evaluated bids for this lot, ranked by final score
4. Select the winning bid and confirm
5. The lot transitions to Awarded state; the winning bid is marked Won and all others Lost

Models

Security

Record rules enforce multi-company isolation on all models using:

['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]

Portal vendors are restricted by two additional rules on survey.user_input:

• Vendors see only their own survey responses
• Vendors see only bids they own