| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 1104 |
| Technical Name |
apps_tender_management |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 1104 |
| Technical Name |
apps_tender_management |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
PURCHASE TENDER MANAGEMENT
A purchase tender management system assists users in efficiently handling procurement processes. It allows users to record details of multiple vendors and the required products, along with the quantities needed to raise separate purchase requests. This enables the system to obtain quotes from various vendors, facilitating the selection of the best price for generating a final purchase order to replenish our stock. Moreover, the system analyzes multiple requests for quotation (RFQ) to identify the most favorable option. Additionally, the system generates detailed PDF reports, streamlining the confirmation of the tender management process.
PURCHASE TENDER MANAGEMENT
Most Advanced Purchases Software
Purchase Tender Management Key Features
Purchase Tender Type: Create various types of tenders.
Manage purchase tenders:Effortlessly create and manage the purchase tender process.
Grant user access to Purchase Tenders:Granting access to users or managers for tender actions.
Send purchase tender via email:Users can send purchase tenders via email and include receipts.
Create and inspect quotations for the tender: Create quotations and analyze multiple ones simultaneously for the tender, considering both price and quantity.
Confirm, Cancel or Update Quantity of Quotation: During quotation analysis, users can cancel, confirm, or update quantities for each line.
Generate Purchase Order Option:Users can directly generate purchase orders from multiple analyzed RFQ lines.
Filter and Group By Option:Users have the ability to filter and group purchase tenders using different options.
Purchase Tender PDF Report:Users can print PDF reports for purchase tenders.
Inspect Quotations Report:Users can print PDF reports for inspecting quotations.
Purchase Tender Management Screenshots
Distinct Actions for Purchase Tender Users Based on Roles:
Users belonging to the 'Purchase Tender: Manager' and 'Purchase Tender: User' groups can perform
different actions for purchase tenders.
Accessing Purchase Tender Section in the Purchase Orders Menu:
Under the "Purchase
Orders" menu, users can access the "Purchase Tender" section.
Viewing and Managing Purchase Tenders in Form View:
Users can view created purchase tenders in a form view, where they can select the 'Purchase Representative', 'Tender Type', 'Vendor', and add multiple vendors. They can also specify products, quantities, and prices for tendered items.
Generating RFQs from Confirmed Purchase Tenders
After confirming the purchase tender order, clicking the 'New Proposal' button generates RFQs for selected vendors to confirm prices for chosen items. The smart button displays the count of received quotations and selected orders.
Purchase Tender Send By Email
User can send purchase tender by email by clicking "SEND EMAIL" button.
RFQ Generation and Price Update Based on Selected Vendor in Tender Screen.
In the tender screen, selecting the vendor generates the RFQ and updates the price for each item confirmed by the vendor.
Handling Vendor Mismatch in RFQ Screen and Tender Screen.
If the selected vendor in the RFQ screen does not match the selected vendor list in the tender screen, the system will display an alert message. Users can then select a new vendor to proceed with the RFQ and place an order
Analyzing and Confirming Multiple Tender Orders
Trigger the 'Analyze Multiple Tender' menu to review all new RFQ orders with specified quantities and negotiated prices per item. Confirm orders by clicking the confirmation icon. Additionally, use the 'Add' button to increase the quantity for vendor-specific prices from the dropdown list.
Generating Final RFQ from Confirmed RFQs
Select confirmed RFQs and trigger the 'Generate Purchase Order' option to create the final RFQ.
Purchase Tender Group By : Purchase Representative
Easily group purchase tenders by purchase representative.
Intra-Branch Transfer Tracking: Logging Emails and Operation Details
In the Purchase Tender screen, there are two options for generating PDF reports:
1.Purchase Agreement and
2. Analyze Quotation.
Purchase Agreement PDF Report
Analyze Quotation PDF Report
Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
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