Sunday, 7 December 2014

Purchase Tender Process in Odoo (Formerly OpenERP)

Hello,
Here i would like to share with you how to manage Purchase Tender process in Odoo v8.
Goal : Choose the "Best supplier at the best price".

- Odoo provide a tremendous tender process(Calls for Bids Terminology) in v8.
- First you need to install "Purchase Requisition" module into Odoo.


-After installing it, go to purchase configuration and enable "Call For Bid" option then Apply it.



 Go to menu : Purchase > Purchase > Calls For Bids(Call as Tender)

Tender Process: 
a) I have created tender for 2 items(which we want to purchase from suppliers.) in draft stage.


b) Click to "Confirm Call" button  to confirm this tender, After confirmation you will see a button "Request a Quotation" left hand side below.

c) Click to "Request a Quotation" button,  you can choose supplier one by one which you want to generate quotation.(Don't forget to click on "create request for Quotation")



d) Here I have created 2 quotations for 2 suppliers("Rohan Nayani" and "CamptoCamp"), you can create multiple quotation depends on your business.


Supplier Quotation Process: 
- Odoo send default email to supplier (or we can send manually email to supplier) about to your quote has been generated from our company.
- Both Supplier will give full effort to win this BID(TENDER).
- Like, Rohan open his own quote and try to give best price and save it

- Same another side camptocamp open his own quote and try to give best price and save it

* Click Purchase Portal for more detail.

Close Tender Process
- We will go back to tender(call for bids).
- Tender bid deadline time is over so we will close this bid.


Bid Lines Selection Process(Supplier's Quotations Comparison Process).
- You will see button "Choose product lines" to choose best supplier with best price, click to this button, you will see tremendous feature for quotations lines selection.

- You will update qty for how many qty want to purchase from which supplier(Now selection are in your hand), then confirm it(By yellow true mark sign to confirm it).


- After completion of selection process click to "Generate PO" button to handle all process dynamically.



- Features:
    * Dynamically Change Quantity,
    * Generate Different order With Different Quantity,
    * Its like Real Time Tender Process.
    * Other all Quotation will  automatically Cancel by Odoo.
    * You can choose best supplier at best price.

Hope this help you To Build Your Business With TidyWay.

Email : contact@tidyway.in
Skype : tidyway.in
Visit Us : www.tidyway.in

13 comments:

  1. Great tutorial.

    As for this

    Supplier Quotation Process:
    - Odoo send default email to supplier (or we can send manually email to supplier) about to your quote has been generated from our company.
    - Both Supplier will give full effort to win this BID(TENDER).
    - Like, Rohan open his own quote and try to give best price and save it

    Few questions

    a. Let's say the emails are sent to 2 suppliers

    - supplier A
    - supplier B

    so how do these suppliers bid the price? Do they manually email us back their quotations and then I have to manually go into Odoo 8 and update the price for each supplier's RFQ?

    or could they access the portal directly to see the bidding process?

    As far I know the module portal_purchase is not available in Odoo 8. Thus, I wonder how could these suppliers actually compete each other in this bidding process.

    Any help to clarify this further? Thanks in advance.

    ReplyDelete
  2. Hello Eric,
    Thank you for your interest,

    you can use purchase portal from https://apps.openerp.com/apps/modules/master/portal_purchase/
    Little bit modification will be required to install this module into odoo v8.

    Thanks
    TidyWay Team


    ReplyDelete
  3. Yeah, I have some troubles getting that modules to be installed. Get errors popup.

    Do you have any one which I can download and get it working into v8?

    Looking to hear from you soon. Thanks.

    ReplyDelete
    Replies
    1. Hello Eric,
      Its very simple,
      1) you just replace all lines "base.group_portal" instead of "portal.group_portal".
      2) Temporally hide account.account_payment_term from csv.

      Delete
    2. if you need a perfect module then contact us at contact@tidyway.in

      Delete
  4. The above approach works, but the module has too many bugs :(

    ReplyDelete
    Replies
    1. For more info contact me at contact@tidyway.in

      Delete
  5. Hi Tidy Way..

    I have Followed your tutorial. But I stumbled the problem when generate PO and get message :

    Warning!

    You have no line selected for buying.

    even I have confirmed and selected the line. Can you help me?

    ReplyDelete
    Replies
    1. Hello, Thank you so much, Please go to purchase configuration and enable "Call For Bid" option then Apply it.(i have already mention in second screenshot).

      Delete
  6. Hi
    Please answer this question


    a. Let's say the emails are sent to 2 suppliers

    - supplier A
    - supplier B

    so how do these suppliers bid the price? Do they manually email us back their quotations and then I have to manually go into Odoo 8 and update the price for each supplier's RFQ?

    I want explanation for ( reply from supplier on some quotations ? How it work

    Please answer me

    ReplyDelete
    Replies
    1. Hello,
      you can use purchase portal from https://apps.openerp.com/apps/modules/master/portal_purchase/
      Little bit modification will be required to install this module into odoo v8.

      Thanks

      Delete
  7. As for me all i need is for IT department for instance to request material from be it Finance or SCM, thus the approval thereof. How do i automate this? seeing the Purchase Requisition module is no more there

    ReplyDelete
    Replies
    1. Please put a mail with your full scenario at contact@tidyway.in
      Sure, I will give you detail how to do it.

      Thank you so much.
      Rohan Nayani

      Delete