Odoo 13 in Managing Tenders in Purchase

A Purchase Tender, is used to drive competition between several suppliers in order to get the best offer for a product or list of products. In comparison to the RFQ, a Purchase Tender is sent to multiple suppliers, stating each are competing with one another, we can select the vendor who gave the product in best offer. The main interest is that it usually leads to better offers. Moreover, the method makes the purchase process transparent and economically profitable. Therefore, such purchase tenders are efficiently managed in Odoo13. In this blog we discuss in detail Odoo13 Purchase Tender Management.

Now let's see how to manage purchase tenders in Odoo 13

Installation

Firstly, Activate the Purchase Agreements option in the Purchase settings.
Purchase->Configuration->Settings->Orders->

Then Put the tick mark on the Purchase Agreements and Save-> the changes. Then go to the Purchase Agreement Types.

Configuration->Purchase Agreement Types->

Here we can see the Types of Purchase Agreement.

To create a new Agreement go to the Purchase Agreements window.

Orders->Purchase Agreements->

Select the Create-> button to create new agreement.

Enter the details and select a product and quantity to purchase. Then Save-> the form and Confirm-> it.

Create Two quotations
New Quotation->

Select the vendor and other details then send the quotation to the vendor by email.
Send by Email->

Send-> the email.
create another quotation for another vendor by the same steps.

Then, send the email to the vendor and go back to the created agreement.

Go to the RFQ/Orders-> to see the created RFQ.

We can see the created two RFQs.
Click the first RFQ to open.

If the corresponding vendor can sell the product in 700 rs.

Edit the form and enter 700 in Unit Price.

Then Save-> the RFQ.

Edit the next RFQ and enter the price as 750 rs.

Then, Save-> the second RFQ and go back to the agreement.

Then Validate-> the agreement and go to the RFQ ( RFQ/Orders->)menu to accept any one of the RFQ.

Here we are selecting the best offered RFQ that is 700 rs for unit. Click to open the RFQ.

Select the Confirm Order-> button to confirm the order and Receive Product->.

Change the Done quantities from 0 to 10 and Save-> the changes. Then Validate-> the order.
Go back to the agreement.

Here we can see the status as Closed.
Go to the RFQ menu in Orders, Orders-> Request for Quotations->

Here we can see a purchase order is created. Click to open the order.

Now, we want to create the bill for the order.
Create Bill->

Click to Post-> the bill.

Select Register Payment-> to register the payment.

Then, Validate-> the payment.

The Purchase is done by Tender.

In conclusion, we hope the blog help in understanding Odoo13 Purchase Tender Management.