Odoo For Purchase Tender Management

Multiple Purchase Tender Management Odoo Apps

Purchase Tender Management and Vendor Purchase Bidding odoo app helps users to create and manage purchase tender. Users can create and manage multiple purchase tender with different tender types having different products with different quantity and price. Users can confirm tender, create quotations from the tender, inspect created RFQ, inspect multiple RFQ easily. Users have the option to confirm or cancel line, update quantity, and generate purchase order or RFQ from the Purchase Tender. Users have also the option to group by or cancel all RFQ or selected partners RFQ, also close tender and set to draft. User can access the purchase tender from the portal and easily communicate with the chatter. Users can also easily send purchase tender by email and print inspect RFQ report and tender report in PDF and XLS format.

User Access Control

Access control based on user roles for both tender participants and managers, with specific actions clearly outlined for each role to ensure proper management and oversight.

Vendor Management

Include several vendors in a tender process; these vendors will automatically be added as followers to receive timely updates and notifications regarding any changes or developments.

Communication Tools

Distribute tenders through email, ensuring that all necessary attachments are included, and facilitate effective communication with vendors using the chatter feature for seamless interaction.

Portal Access

Facilitate access for both vendors and users to view and engage with purchase tenders through the dedicated portal.

Reporting

Generate comprehensive tender reports, carefully review all quotations received, and effortlessly export your detailed findings in both PDF and XLS formats for easy sharing and analysis.

Advanced Tools

Feel free to filter and organize your tenders, wrap up any that you no longer need, or simply reset them to draft mode for a smoother and more enjoyable tender management experience!

Benefits of Purchase Tender Management

Streamlined Tender Process

Easily create, manage, and track purchase tenders with multiple types, products, and vendors in one system.

Better Vendor Collaboration

Add multiple vendors to tenders, auto-follow updates, and communicate seamlessly through portal and chatter.

Simplified Quotation Handling

Generate, inspect, and compare multiple RFQs/quotations at once with options to confirm, cancel, or update lines.

Comprehensive Reporting

Print and export tender and quotation reports in PDF or XLS format for clear insights and documentation.

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 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.

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.

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.

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.