ODOO 18 • PROCUREMENT MODULE
Purchase Bidding Platform
Run competitive vendor bids, auto-score submissions, and generate Purchase Orders
in one click — without vendors needing an Odoo account.
| No vendor login needed | Weighted auto-scoring | 5 email templates | One-click PO creation |
| Document upload | Vendor star rating | Auto-close cron | Private token links |
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8
WORKFLOW STATES
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5
EMAIL TEMPLATES
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3
SCORING CRITERIA
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0
VENDOR LOGIN NEEDED
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11
LIVE SCREENSHOTS
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1
CLICK PO CREATION
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CORE FEATURES
Everything for Competitive Procurement
A complete tender management system built natively inside Odoo 18.
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1
Bid Event Management
Create tender events with products, estimated prices, evaluation weights, and closing deadline. Full 8-state workflow with a manager approval gate before vendors are notified.
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2
Token-Based Vendor Portal
Each invited vendor receives a unique private link by email. They fill in prices and delivery days, upload documents, and submit — no Odoo account or password required.
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3
Weighted Auto-Scoring
Configure weights for Price, Delivery Time, and Quality (must total 100%). One click auto-computes all vendor scores — lowest price and fastest delivery each score 100 points.
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4
Vendor Star Rating
Set a 1–5 star quality rating once on the vendor's contact record. The Quality Score pre-fills automatically in every new bid event — zero manual entry per tender.
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5
One-Click PO Generation
The Award Wizard creates a confirmed Purchase Order in one click from the winning submission. All line items, quantities, and prices transfer automatically.
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6
Full Email Automation
Invitation, confirmation, deadline reminder, award, and rejection emails fire at each stage. All emails queue in Technical → Emails for visibility and retry.
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7
Document Attachments
Vendors upload ISO certificates, datasheets, or warranty documents alongside their bid on the portal. Attachments appear in the backend with a count badge on the smart button.
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8
Share Link + Copy Button
Every vendor row shows their private portal URL with a one-click copy button. Share via LINE, WhatsApp, or Email — even when the auto-invitation email did not reach them.
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9
Auto-Close + Deadline Reminder
An hourly cron auto-closes expired bid events. A separate cron emails vendors who have not submitted yet, X days before the closing deadline.
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WORKFLOW
Complete 7-Stage Bid Lifecycle
Every stage transition is logged in the chatter — full audit trail from creation to completion.
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DRAFT
1. Draft
Create event, add items and invited vendors
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> |
PENDING
2. Pending Approval
Submitted for manager review
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> |
LIVE
3. Published
Invitations sent to all vendors
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> |
CLOSED
4. Closed
No more submissions accepted
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> |
REVIEW
5. Evaluating
Compare bids and compute scores
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> |
AWARDED
6. Awarded
Winner selected, PO created
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> |
DONE
7. Completed
Procurement fully closed
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LIVE SYSTEM
11 Real Screenshots from a Live Odoo 18 Instance
Every image taken from an actual running system — no mockups.
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1
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Bid Events — List View
All tender events at a glance with coloured status badges. Full search, filter, and group-by support.
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Status badges:
Published
Evaluating
Awarded
Draft
— instant visual overview of all procurement events.
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2
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Bid Event Form — Header and Configuration
Status bar, smart buttons, auto-generated reference (BID/2026/XXX), deadline, officer, and evaluation weights in one screen.
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Key fields: Auto-generated reference • Days Remaining (computed) • Reminder days before deadline • Price / Delivery / Quality weight %
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3
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Items Tab — Products to Bid On
Add any purchasable product with quantity, unit of measure, and an internal estimated price. Vendors see the items but never the estimated price.
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Tip: Estimated price is internal only — hidden from vendors. Used post-evaluation to calculate actual cost savings.
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4
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Invited Vendors Tab — Status Tracking and Share Links
Track each vendor from Invited through Viewed, Submitted, to Awarded or Rejected. Unique portal URL per vendor with one-click copy.
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Status flow:
Invited
Viewed
Submitted
Awarded
Rejected
— Share via LINE / WhatsApp / Email
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5
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Submissions Tab — All Received Bids
All submitted bids in one table: reference, vendor, date, total amount, delivery days, computed score, and status.
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Click any row to open the full submission — line-item prices, evaluation notes, attachments, and the linked Purchase Order.
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6
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Bid Comparison Tab — Side-by-Side Analysis
Compare all vendors on Total Amount, Delivery Days, Quality Score, and Auto Score. Click "Compute Scores" for instant weighted ranking.
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Auto Score = (Price x 60%) + (Delivery x 30%) + (Quality x 10%). Lowest price = 100 pts. Fastest delivery = 100 pts.
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7
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Submission Detail — Line Items and Pricing
Full itemised breakdown of each vendor's unit prices, subtotals, delivery days per line, and overall total. Smart buttons for portal link, documents, and created PO.
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Smart buttons: Portal Link • Docs (attachment count badge) • Purchase Order — direct one-click navigation to the generated PO.
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8
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Evaluation Tab — Quality Score and Auto Score
Quality Score pre-fills from the vendor's master star rating set once in Contacts. Auto Score shows the weighted result. Chatter shows full status history.
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Quality Score pre-filled from vendor star rating (set once, used forever). Auto Score computed on demand. Chatter: Submitted → Awarded history.
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9
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Invited Vendors — Copy and Share Portal Links
Procurement staff can copy any vendor's private link and share via messaging apps. Critical when an invitation email bounces or goes to spam.
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Copy button copies the URL to clipboard silently. Open button opens the vendor portal in a new tab. Links are private and vendor-specific.
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10
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Vendor Portal — Bid Submission Form (No Login Required)
Professional portal with event details, product table, price inputs, delivery days, terms, document upload, and submit button. Fully mobile-responsive.
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Vendor journey: Receive email → Click unique link → Enter prices → Upload documents → Submit. No Odoo account. No password. Token-protected URL per vendor.
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11
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Vendor Portal — Submission Summary and Award Notification
After submission vendors see a read-only bid summary. Awarded vendors see a congratulations banner. Rejected vendors see a polite thank-you message.
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Awarded: "Congratulations! Your bid has been selected." (green banner).
Not selected: "Thank you for your participation." (grey banner).
HOW SCORING WORKS
Transparent Weighted Scoring
Objective, auditable evaluation — no subjective manual decisions.
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Configure Weights (must total 100%)
Price Score = Lowest Price / Vendor Price x 100
Delivery Score = Fastest Days / Vendor Days x 100 Auto Score = (P x 60%) + (D x 30%) + (Q x 10%) |
Example — 3 Vendors Compared
Jackson Group wins despite the highest price because of the fastest delivery (5 days = 100/100 delivery score). You control the weight balance.
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NOTIFICATIONS
5 Automated Email Templates
Emails queue in Technical → Email → Emails for full visibility, retry, and audit. Requires outgoing mail server to be configured.
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INV
Vendor Invitation
Sent when the event is Published. Contains the vendor's unique private portal link.
On Publish
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ACK
Bid Received
Confirmation sent to the vendor after they successfully submit via the portal.
On Submit
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REM
Deadline Reminder
Auto-sent to vendors who have not submitted yet, X days before the closing date.
Hourly Cron
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WIN
Award Notification
Congratulations email sent to the winning vendor immediately after award.
On Award
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REJ
Rejection Notice
Polite thank-you email sent to all non-winning vendors upon event award.
On Award
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VENDOR QUALITY
Vendor Rating — Set Once, Used Forever
Set the rating in Contacts → Purchase tab. The Quality Score pre-fills in every bid event automatically — zero manual entry per tender.
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5 Stars
Excellent
100 pts
ISO certified, always on time, zero issues
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4 Stars
Good
80 pts
Reliable with only minor occasional issues
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3 Stars
Average
60 pts
Acceptable performance, occasional delays
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2 Stars
Below Average
40 pts
Frequent issues — use with care
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1 Star
Poor
20 pts
Last resort only — high risk
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Get Started in 3 Steps
Works with any Odoo 18 Community or Enterprise instance that has Purchase and Portal modules active.
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1
Copy the sc_purchase_bid_platform folder into your Odoo addons directory
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2
Update the Apps list and search for "Purchase Bidding Platform"
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3
Click Install, then go to Purchase → Bidding Platform
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Required dependencies (auto-installed by Odoo):
purchase
portal
mail
Need Help or Customisation?
We respond quickly to support requests, feature ideas, and custom development enquiries.
sales@odoovansalesolution.com
miachelscofield060@gmail.com
Purchase Bidding Platform
Version 18.0.1.1 | License LGPL-3 | Odoo 18 Community and Enterprise
Built by SCR — smart procurement, simplified.
Version 18.0.1.1 | License LGPL-3 | Odoo 18 Community and Enterprise
Built by SCR — smart procurement, simplified.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Purchase (purchase) • Invoicing (account) |
| Lines of code | 2054 |
| Technical Name |
sc_purchase_bid_platform |
| License | OPL-1 |
| Website | https://vansalesolution.odoo.com |
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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