Request for quotation purchase order
The request for the quotation on the various causes to be made can be created in
the purchase module. This would allow the vendors to send out the quotation to the
user and then generate purchase orders based on the quotation being spent and considering
the company requirements.
A request for quotation(RFQ) is sent by a company to multiple vendors and on considering
the response the various purchase orders are created and sent to these respective
vendors. The purchase orders are sent out considering the various aspects of the
RFQ and the vendor such as the quantity, quality, cost and reliability of the product.
Additionally, the history of the company, the payment terminologies and various
other aspects of the company which will recognize a vendor as trustworthy.
The request for quotations window can be accessed from the orders menu of the purchase
module. In the menu the user can view all the questions being sent out and a tabular
description on the RQF analytics of the company. The menu can be viewed in list,
Kanban, pivot, graph and calendar views. In addition, in case of large numbers of
quotations being described to filter out the required one the Odoo platform provides
various default as well as customizable sorting options.
To create a new RFQ the user can access the creation window by selecting the create
option available. In the creation window the user can assign the vendor, tax details
based on the region, vendor reference and purchase agreement being described in
the platform. The order deadline along with the receipt date can be assigned to
the RFQ. The products required can be mentioned in the product menu along with the
variants and the required quantity. In addition, under the other description tab
the user can provide the financial description on the same.
If the RFQ is created and verified it can be sent to the vendor via emails and there
is a provision to take printout of the RFQ and send it in hard copy to the vendor.
If the RFQ is to be sent by email the user will be depicted with the email creation
window as shown below. An automated email template is generated and the user can
edit the description details as per the need.
If the RFQ is confirmed the user can confirm the order and the status of the RFQ
change to order placed in the dashboard description.