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By: Anusha

Call for bids or tender process in Odoo

When there is more than one supplier of the same product, competitive tenders are often invoked by the buyers. The method makes the purchase process transparent and economically profitable.  Such purchase tenders are efficiently managed in Odoo by 'Purchase Tender' option in Purchase module. In this blog, I will be explaining about activating and managing purchase tenders in Odoo

 

Configuration

Go to Purchase -> Settings-> Call for Tenders( Activate Allow using call for tenders… (advanced))



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Now Go to

Purchase->Configuration->Purchase Agreement type


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Agreement Selection  Type

If you select only one RFQ (exclusive) option then the system will select only one RFQ from received RFQ’s and automatically cancel all other bids. Select multiple RFQ  would allow the system to select multiple purchase orders for this Purchase Tender

 

Lines

Use lines of Agreement

Activate this option to automatically add the products to RFQs while creating a purchase tender.

Do not create RFQ lines automatically

It just do the opposite, here we have to add the products in the RFQs manually.

Quantity

Use quantities of agreement

Tick this option and the purchase order lines quantities will be same as in the quotation

Set quantities manually

Purchase order line quantity will be zero for all products initially. We need to set the quantity in purchase order

 

 

Working

Create a purchase agreement from Purchase-> Purchase Agreements-> Create.


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Agreement Deadline

The date at which the tender process will expire


Delivery Date

The expected and scheduled delivery date


Don’t specify the vendor. Fill all the products and click on confirm  button to start the tender process.

Now click on New Quotation to create as many quotations as you need.


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Once the quotation has been generated, send the quotation to the parties by mail. Then validate the purchase agreement. When the vendors send their updated RFQ, the sender can confirm the RFQ which meets his criteria and cancel other RFQs.


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Once the RFQ has been selected click on Done to confirm the purchase agreement. A purchase order for the confirmed quotation with the  tender reference will be created in the purchase orders view.


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Now deal the Purchase order like the normal purchase order.








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