Author: |
Eficent Business and IT Consulting Services S.L. |
License: |
LGPL-3 |
Branch: |
10.0-dev-green |
Repository: |
ajinvn2019/eficent-odoo-addons |
Dependencies: |
decimal_precision,
product,
product_supplierinfo_editable,
product_supplierinfo_state,
purchase,
and
report |
Languages: |
Python (333, 30.3%),
XML (689, 62.6%),
and
reStructuredText (78, 7.1%) |
Other branches: |
10.0,
10.0-CB_demo_database,
10.0-add-project_wbs_set_date_end,
10.0-dev,
10.0-enh-analytic_resource_plan_purchase_request,
10.0-fix-analytic_resource_plan,
10.0-fix-project_location,
10.0-imp-analytic_location,
9.0,
and
9.0-mig-hr_timesheet_sheet_validators |
Other repositories: |
AaronHForgeFlow/eficent-odoo-addons,
ForgeFlow/eficent-odoo-addons,
ForgeFlow/purchase-workflow,
Gio666/eficent-odoo-addons,
GrupoAlvamex/eficent-odoo-addons,
Jarsa-dev/eficent-odoo-addons,
OpenPymeMx/eficent-odoo-addons,
RL-OtherApps/eficent-odoo-addons,
ajaychauhan727/eficent-odoo-addons,
amarildogolloshi/eficent-odoo-addons,
darshan-odoo/eficent-odoo-addons,
deepakkumarserpentcs/eficent-odoo-addons,
digitalsatori/eficent-odoo-addons,
dsasoftware/eficent-odoo-addons,
eksotama/eficent-odoo-addons,
ernestotejeda/eficent-odoo-addons,
espo-tony/eficent-odoo-addons,
hifly/eficent-odoo-addons,
kbentaleb/eficent-odoo-addons,
kit9/eficent-odoo-addons,
kittiu/eficent-odoo-addons,
leodoooca/eficent-odoo-addons,
marcelsavegnago/eficent-odoo-addons,
nikul-serpentcs/eficent-odoo-addons,
odoobgorg/eficent-odoo-addons,
one2pret/eficent-odoo-addons,
ovnicraft/eficent-odoo-addons,
peterxue/eficent-odoo-addons,
sadeqamin/eficent-odoo-addons,
sc4you/eficent-odoo-addons,
serpentcs-dev1/eficent-odoo-addons,
simmatica/eficent-odoo-addons,
skmezanul/eficent-odoo-addons,
sm2x/eficent-odoo-addons,
and
vidtsin/eficent-odoo-addons |
<a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
<a name="product-supplerinfo-tender"></a>
<h2>Product Supplerinfo Tender</h2>
<p>This module allows to manage Tenders and Bids associated to supplier pricelists.</p>
<a name="supplier-pricelist"></a>
<h3>Supplier Pricelist</h3>
<p>Represents a contractual agreement that the company maintains with a supplier
on a specific product or service, by which the supplier will supply for a
certain period of of time, at an agreed price per unit of measure. Tiered
pricing agreements can be held, based on the quantity being procured.</p>
<p>The Supplier pricelist is used in this module as related to Pricelist Bids.</p>
<a name="supplier-pricelist-tender"></a>
<h3>Supplier Pricelist Tender</h3>
<p>In order to find the best possible deal the company can initiate a Tendering
process to request to various companies to provide bids for a number of
products or services. The person responsible defines in the Tender the
products to include, estimated quantities, and the tender closing date.</p>
<p>The Tender is used as the basis to create Supplier Pricelist Bids.</p>
<a name="supplier-pricelist-bid"></a>
<h3>Supplier Pricelist Bid</h3>
<p>Represents the Bid provided from a supplier on a number of products or
services. A bid contains Supplier Pricelists.</p>
<a name="installation"></a>
<h4>Installation</h4>
<p>No external library is used.</p>
<a name="configuration"></a>
<h4>Configuration</h4>
<p>Two user groups are provided by default:
* <cite>Pricelist Tenders / User</cite>. Can create Tenders and Bids, but cannot close</p>
<blockquote>
the selection of the Tender, or set it back to draft once it is cancelled.</blockquote>
<ul class="simple">
<li><cite>Pricelist Tenders / Manager</cite>. Can completely manage Tenders and Bids.</li>
</ul>
<p>None of the above roles can create or change standalone Supplier Pricelists,
or change them once the associated Bid has been closed.</p>
<a name="usage"></a>
<h4>Usage</h4>
<ul class="simple">
<li>Go to <cite>Purchases / Pricelist Tenders</cite> and create a new Tender. Indicate the
products that you want to include, the person responsible for the Tender and
a closing date. Once the Tender is defined, press <cite>Confirm</cite>.</li>
<li>You can now request to suppliers to provide their Bids. As they provide
them, you can encode them from the Tender, pressing the button <cite>Encode Bids</cite>,
or from the menu, in <cite>Purchases / Pricelist Bids</cite>. For each Bid, indicate
the price that the supplier proposes, and the quantity associated with that
price.</li>
<li>Within the Tender, when the closing date is due, press <cite>Select Bids</cite>
to close the process of accepting bids, and start the selection process.
All the Supplier Pricelists for all Bids associated to the tender are
listed. Press the button <cite>Approve</cite> in each line to decide what are the
proposed prices that are approved.</li>
<li>When the selection process has finished, press <cite>Close Selection</cite>. The
Tender is now formally concluded.</li>
<li>Go to the Bids and send them to the Suppliers, so that they know what items
in their Bids have been finally approved.</li>
</ul>
<p>Other remarks:</p>
<ul class="simple">
<li>A Supplier Pricelist can only be throughout the process if the associated Bid
is open.</li>
<li>Once a Bid is closed, if the Supplier Pricelist was not approved, it's</li>
</ul>
<p>status will become <cite>Closed</cite>.</p>
<a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/142/9.0"><img alt="Try me on Runbot" src="https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas" /></a>
<a name="bug-tracker"></a>
<h4>Bug Tracker</h4>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/purchase-workflow/issues">GitHub Issues</a>. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smashing it by providing a detailed and welcomed feedback.</p>
<a name="credits"></a>
<h4>Credits</h4>
<a name="images"></a>
<h3>Images</h3>
<ul class="simple">
<li>Odoo Community Association: <a class="reference external" href="https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg">Icon</a>.</li>
</ul>
<a name="contributors"></a>
<h3>Contributors</h3>
<ul class="simple">
<li>Eficent Business and IT Consulting Services S.L. <<a class="reference external" href="mailto:contact@eficent.com">contact@eficent.com</a>></li>
</ul>
<a name="maintainer"></a>
<h3>Maintainer</h3>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>This module is maintained by the OCA.</p>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>