Path :- Purchase → Configuration → Vendor Pricelists

This is the main list of all vendor pricelists configured in the system, showing every vendor-product price combination along with company, unit price, lead time, and the vendor's overall rating. Click the New button here to create a new vendor pricelist entry, which is the starting point for linking a specific price to a specific vendor and product before placing any purchase order.

Path :- Purchase → Configuration → Vendor Pricelists → Search by Vendor

Using the search bar, you can filter the Vendor Pricelist list by vendor name (here, "test vendor") to quickly find all products and prices associated with a specific supplier. This is useful before creating a purchase order, to confirm what price is currently on record for a vendor-product pair.

Path :- Purchase → Orders → Requests for Quotation → [Open RFQ] → Confirm Order

After adding products and quantities to a Request for Quotation (RFQ) for a vendor, clicking Confirm Order converts the RFQ into an official Purchase Order. This is the step where, depending on your configured "Update Vendor Pricelist" policy, the prices entered on this order can be pushed back into the vendor's pricelist.

Path :- Purchase → Orders → [Confirmed PO]

Once confirmed, the document becomes a Purchase Order and a Receipt smart button appears in the top-right corner, linking to the incoming shipment (stock picking) that was automatically generated for this order. Clicking this button takes you to the receipt where the goods will eventually be received and evaluated.

Path :- Purchase Order → Receipt smart button → [Receipt Form] → Validate

This is the incoming receipt (stock.picking) linked to the purchase order, currently in the "Ready" state. Clicking Validate confirms that the products have physically arrived and moves the receipt to the "Done" state — this is also the trigger point for the "Validate Receipt" vendor pricelist update policy, if configured.

Path :- Receipt Form (Done state) → Generate Evaluation

Once a receipt reaches the "Done" state, a new Generate Evaluation button appears in the header. Clicking it creates the vendor evaluation for this specific receipt, generating one rating line for every active Receipt Evaluation Medium configured in the system (Communication, Delivery, Quality, etc.).

Path :- Receipt Form → Evaluation tab

After generating the evaluation, a new Evaluation tab appears on the receipt showing one row per evaluation medium. Each row has an editable star-rating widget under "Evaluation" — clicking the stars sets the score for that criterion. The "Overall Rating" and "Ratings" fields at the top automatically recalculate as a weighted summary of all the lines entered here. You can also add additional custom evaluation lines using "Add a line."

Path :- Receipt Form (Done, Evaluated) → Header buttons

Once the evaluation is generated and rated, three action buttons become available in the header: Generate Evaluation (to regenerate if needed), Send Evaluation (to email the report to the vendor), and Receipt Evaluation (to print the PDF report). This screenshot highlights the Receipt Evaluation button, which produces a printable summary of the ratings.

Path :- Receipt Form → Receipt Evaluation button (PDF output)

This is the generated PDF report triggered by the "Receipt Evaluation" button. It includes company letterhead, the receipt reference, vendor name, scheduled/effective dates, source purchase order, a full breakdown of star ratings per evaluation criterion, the overall rating score, and the list of products received — making it ready to share internally or attach to vendor performance records.

Path :- Receipt Form → Send Evaluation

Clicking Send Evaluation without a vendor email address configured triggers an "Invalid Operation" popup stating that an email address must be set on the vendor before the evaluation report can be sent. This is a built-in safeguard that prevents the system from attempting to email an evaluation to a vendor with no valid contact email.

Path :- Settings (Technical) → Email → Emails → [Failed Email]

This is the technical email log (mail.mail) for the evaluation attempt that failed to send because no vendor email was set, shown in the "Delivery Failed" state. It includes the full rendered email body — subject, recipient, and a formatted table of evaluation ratings — confirming the email template itself was generated correctly even though delivery failed due to the missing recipient address.

Path :- Purchase → Orders → Vendors → [Vendor record]

After adding an email address to the vendor's contact record, this page shows the vendor's "Overall Rating" and star "Rating" fields, computed from all evaluated receipts linked to this vendor. A new Rating Details smart button also appears in the header, giving quick access to every individual evaluation tied to this vendor.

Path :- Vendor Form → Rating Details smart button

Clicking the "Rating Details" smart button opens a list of every receipt evaluation associated with this vendor, showing the reference (receipt number), contact, source document (purchase order), star rating, and status. This gives a complete audit trail of how a vendor's overall rating was built up over time.

Path :- Purchase → Orders → Vendors

The standard Vendors list view now includes a Rating column showing each vendor's star rating at a glance, alongside their email, phone, country, and activity status. This allows purchasing teams to quickly compare and sort vendors by performance directly from the main vendor list.

Path :-Inventory → Operations → Receipts (Kanban view)

In the Receipts kanban view, any receipt that has been evaluated displays its star rating and numeric score (e.g., "★★★☆☆ (3.00/5)") directly on the card, right below the receipt status badge. This gives warehouse and purchasing staff an immediate visual cue of vendor performance without opening each receipt individually.

Path :- Purchase → Orders → Requests for Quotation (Kanban view)

The Purchase kanban dashboard, which already tracks RFQ/PO statistics like "Late RFQ" and "Not Acknowledged," now also displays the vendor's rating directly on each order card (e.g., "Rating ★★★☆☆ (3.00/5)") wherever an evaluation exists. This lets buyers factor in vendor performance while reviewing open orders, without leaving the dashboard.

Path :- Purchase → Configuration → Vendor Pricelists → Search by Vendor

Filtering the Vendor Pricelist list by vendor confirms that unit prices reflect the latest values pushed from purchase orders, based on the configured update policy. This view is the reference point to verify that automatic price syncing between purchase orders and vendor pricelists is working correctly.

Path :- Purchase → Orders → Requests for Quotation → [New RFQ] → Confirm Order

A new RFQ is created for the same vendor and products, still showing the previously recorded pricelist prices (150.00 and 790.00) before confirmation. This sets up the next step, where prices will be manually changed after confirmation to demonstrate price-change tracking.

Path :- Confirmed Purchase Order → Products tab → Unit Price field

After the purchase order is confirmed, the unit prices on the order lines are manually edited (150.00 → 160.00, and 790.00 → 810.00). Because the configured policy is "Purchase Confirm," this price change is automatically detected and logged into the vendor's price history, and also propagated to update the vendor pricelist.

Path :- Vendor Pricelist record → Price Changes smart button

Opening the vendor pricelist for this product now shows the updated Unit Price (810.00) reflecting the latest purchase order change, along with a Price Changes smart button in the header showing a count of "2" — confirming that two price changes have been recorded for this vendor-product pricelist so far.

Path :- Vendor Pricelist → Price Changes smart button → Price History

Clicking the "Price Changes" button opens a read-only list of every price change recorded for this vendor-product combination, showing the date, source purchase order, vendor, product, old price, new price, currency, and an "Updated By" badge indicating whether the change was triggered by "Purchase Confirm" or "Validate Receipt." This is the full audit trail of vendor pricing over time.

Path :- Price History list → [Open a record]

Opening an individual price history entry shows its full detail in a clean two-column layout: the "Reference" section (purchase order, vendor, product, company, date, and update trigger) and the "Price Change" section (old price, new price, and currency). This level of detail is useful for auditing exactly when and why a specific price changed.