Purchase Tender Access Rights
User with group "Purchase Tender : Manager", and "Purchase Tender : User" can perform different action for purchase tender.
Purchase Tender Configuration
Under Purchase > Configuration > Settings menu user need to enable "Auto add vendors as followers?" so the selected vendors on purchase tender automatically added as followers.
Purchase Tender Type
Under Purchase > Configuration > Purchase Tender Type menu user can create and view tender type.
Purchase Tender Menu
Under Purchase > Orders menu user can see "Purchase Tender" menu.
Purchase Tender Filter By : Order Date
User can filter purchase tender by order date.
Purchase Tender Group By : Purchase Representative
User can group purchase tender by purchase representative.
Purchase Tender Group By : Purchase Tender Type
User can group purchase tender by purchase tender type.
Purchase Tender Group By : Vendor
User can group purchase tender by vendor.
Purchase Tender Group By : Purchase Tender Deadline Date
User can group purchase tender by purchase tender deadline date.
Purchase Tender Group By : Purchase Tender Order Date
User can group purchase tender by purchase tender order date.
Purchase Tender Group By : Purchase Tender Delivery Date
User can group purchase tender by purchase tender delivery date.
Purchase Tender Group By : Status
User can group purchase tender by purchase tender status.
Purchase Tender Form View
User can see created purchase tender in form view as shown bellow image. User can select "Purchase Representative", "Tender Type", "Vendor", and can all multiple "Vendors", Also select product, quantity and price for tender product.
Confirm Purchase Tender
User can confirm purchase tender by clicking "CONFIRM" button on header.
User can see purchase tender state changed to "CONFIRMED" state and added vendors are added as followers of tender.
Create Purchase Tender Quotation
Purchase tender manager can create quotation for purchase tender by clicking "NEW PURCHASE QUOTATION" button.
User can select vendor and add product, price and quantity for product.
Received Quotations
User can see all received quotation for purchase tender and view from "Received Quotation" button on tender.
Purchase Tender Send By Email
User can send purchase tender by email by clicking "SEND EMAIL" button.
User can add "Recipients" for email and change subject or message for mail, user can also see attached tender PDF report.
Email Recipients as Followers
User can see email recipients are added as purchase tender followers.
Purchase Tender Email
User can see purchase tender email.
Validate Purchase Tender
By clicking on "VALIDATE" button user can validate purchase tender and see state moved to "BID SELECTION".
Inspect RFQ
User can inspect request for quotation of purchase tender by clicking "INSPECT RFQ" button, user will see all line of rfq for product with vendor, product, price, and quantity.
User can click on "Cart" button to update quantity, "Cancel" button to cancel line, and "Check" button to confirm line.
Update Quantity
On clicking "Cart" button new wizard will open and user need to enter quantity and will updated for line.
Generate Purchase Order
User can generate purchase order from inspect rfq line by clicking "Generate Purchase Order" button under "Action" menu.
User can enable "Group By" option so purchase order will create group by vendor, If user select "Cancel Old RFQ's of Tender" option then rfq of selected order will cancelled, If user select "Cancel Old RFQ's of Selected Tender of Partner" then rfq of partner are cancelled.
User can see create purchase order for tender and access from "Selected Order" smart button.
Purchase Tender Selected Order
User can also see that old rfq of tender also cancelled.
Inspect Multiple Tender
User can inspect multiple tender at once from "Purchase > Orders > Inspect Multiple Tender menu, here user can see multiple tender rfq line and generate purchase order from here also.
Tender Line Pivot View
User can also view tender line in pivot view.
Purchase Tender Report
User can print purchase tender pdf report.
Inspect Quotation Report
User can also print inspect quotation pdf report.
Close Purchase Tender
User can see "CLOSED" button on purchase tender and click to close.
Set to Draft Purchase Tender
User can also set purchase tender to draft by clicking "SET TO DRAFT" button.
Purchase Tender on Purchase Order.
Purchase Tenders in the Portal
User can see the purchase tenders in the portal.
Purchase Tenders in List View
Purchase Tenders in Form View
User can see the purchase tenders in form view and also can communicate with the chatter.
Download Purchase Tenders in PDF and XLS Format.
Purchase Tenders in PDF Format
Purchase Tenders in XLS Format
User can see printed purchase tender in XLS format based on selected multiple vendor.
Requests for Quotation in the Portal
User can see the requests for quotation in the portal and also download RFQ in PDF and XLS file format.
