| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 986 |
| Technical Name |
purchase_vendor_evaluation |
| License | OPL-1 |
| Website | https://linktr.ee/Prof.M.Samy |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 986 |
| Technical Name |
purchase_vendor_evaluation |
| License | OPL-1 |
| Website | https://linktr.ee/Prof.M.Samy |
Vendor Performance & Evaluation
Track vendor incidents, manage supplier review cycles, monitor risk, and print scorecards from a single vendor workspace.
Description
Incident hub
Record late deliveries, defective goods, billing errors, and escalation cases with priority, follow-up, and status tracking.
Vendor scorecards
Create evaluations with quality, delivery, and pricing scores, then keep the vendor score updated automatically.
Full navigation
Use five menu groups with filtered entry points for overview, registry, incidents, evaluations, and monitoring.
Smart buttons
Jump directly from a vendor card into incidents, critical cases, evaluations, due reviews, and the printable scorecard.
Review planning
Store the next evaluation date, evaluation period, and lead time while keeping risk visible on the partner profile.
Reminder automation
A daily cron checks due vendors and emails the Purchasing Manager when an evaluation should be prepared.
Menu Structure
Overview
All Vendors, Approved Vendors, Due Reviews, High Risk Vendors.
Vendor Registry
New Vendor, Vendor Contacts, Low Risk Vendors, Critical Vendors.
Incidents
All Incidents, Pending Incidents, Critical Incidents, Follow-up Due.
Evaluations
All Evaluations, Top Rated, Watch List, Latest Evaluations.
Monitoring
Reminder Queue, High Risk Board, Medium Risk Vendors, Critical Vendors.
User Guides
English Guide
Quick workflow for purchasing teams.
- Open Purchases > Vendor Performance.
- Use Overview or Vendor Registry to review vendor health.
- Log incidents from the vendor form or the incidents menu.
- Create evaluations with quality, delivery, and pricing scores.
- Use the smart buttons to jump into incidents, evaluations, and the printable scorecard.
Troubleshooting
- If the PDF is empty, make sure the vendor has a scorecard and the report is opened from a vendor record.
- If reminder mail does not send, check the vendor reminder date and the Purchasing Manager email.
دليل المستخدم
مسار العمل السريع لفريق المشتريات.
- افتح المشتريات > أداء الموردين.
- استخدم نظرة عامة أو سجل الموردين لمراجعة حالة المورد.
- سجل الحوادث من بطاقة المورد أو من قائمة الحوادث.
- أدخل التقييمات مع درجات الجودة والتسليم والسعر.
- استخدم الأزرار الذكية للوصول إلى الحوادث والتقييمات وتقارير البطاقة.
التنقل داخل النظام
- توجد خمس مجموعات قوائم رئيسية للوصول السريع إلى الموردين والحوادث والتقييمات والمراقبة.
- يمكنك استخدام الأزرار الذكية من بطاقة المورد للوصول إلى السجلات المرتبطة مباشرة.
استكشاف الأخطاء
- إذا كان ملف PDF فارغا، تأكد من فتح التقرير من بطاقة مورد موجودة.
- إذا لم تصل رسالة التذكير، تحقق من تاريخ التذكير وبريد مدير المشتريات.
Top Sales & Support
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