diff --git a/_static/banners/purchase.png b/_static/banners/purchase.png new file mode 100644 index 000000000..cf4e4b5a6 Binary files /dev/null and b/_static/banners/purchase.png differ diff --git a/applications.rst b/applications.rst index ccf6806de..819a5629e 100644 --- a/applications.rst +++ b/applications.rst @@ -8,5 +8,6 @@ Applications accounting crm expenses + purchase recruitment warehouse diff --git a/purchase.rst b/purchase.rst new file mode 100644 index 000000000..29f240c9f --- /dev/null +++ b/purchase.rst @@ -0,0 +1,11 @@ +:banner: banners/purchase.png + +======== +Purchase +======== + +.. toctree:: + :titlesonly: + + purchase/overview + purchase/purchases diff --git a/purchase/overview.rst b/purchase/overview.rst new file mode 100644 index 000000000..0e786f7ae --- /dev/null +++ b/purchase/overview.rst @@ -0,0 +1,9 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/difference + overview/from_po_to_invoice diff --git a/purchase/overview/difference.rst b/purchase/overview/difference.rst new file mode 100644 index 000000000..c62279f78 --- /dev/null +++ b/purchase/overview/difference.rst @@ -0,0 +1,91 @@ +========================================================= +Request for Quotation, Purchase Tender or Purchase Order? +========================================================= + +Although they are intimately related, Requests for Quotation, Purchase +Tenders and Purchase Orders are not the same. + +A **Request for Quotation** (RfQ) is used when you plan to purchase +some products and you would like to receive a quote for those +products. In Odoo, the Request for Quotation is used to send your list +of desired products to your supplier. Once your supplier has answered +your request, you can choose to go ahead with the offer and purchase +or to turn down the offer. + +A **Purchase Tender** (PT), also known as Call for Bids, is used to +drive competition between several suppliers in order to get the best +offer for a list of products. In comparison to the RfQ, a Purchase +Tender is sent to multiple suppliers, stating each are competing with +one another, and that the best offer will win. The main interest is that +it usually leads to better offers. + +The **Purchase Order** (PO) is the actual order that you place to the +supplier that you chose, either through a RfQ, a Purchase Tender, or +simply when you already know which supplier to order from. + +When to use? +============ + +A **RfQ** is interesting when you have never purchased the products with +that supplier before and therefore don’t know their price. It is also +useful if you want to challenge your suppliers once you have a +well-established relationship with them. You can also use it to assess +the cost of a project and see if it makes it feasible. + +A **Purchase Tender** is used for public offers that require an open +offering from several suppliers. It is also useful when you need to make +a one-off order for a product and you would like to get the best offer, +no matter which supplier it is. It may be used when your supplier has +not been up to your standards and you would like to either push them to +deliver a better service, or find a replacement in their competitors. + +When not to use? +================ + +**RfQ**\ s become unnecessary once you have established your favorite +supplier for each item, and will only increase the delay in the delivery +of your items. In that case, the process will be simpler by starting +straight from a Purchase Order. + +**Purchase Tenders** are a long and tedious process that will likely +take more than several weeks in the best cases. If you need a quick +delivery, this is not the way to go. Also, if you have a +well-established relationship with one supplier, think twice before you +initiate a PT with them as it might tear the relationship and finally +lead to less interesting deals. + +Example +======= + +My company builds wooden furniture. For the new series of table we are +designing, we need some screws, metal frames and rubber protections. + +I create a Request for Quotation in Odoo with those products to my usual +supplier, and send it by email. He answers back with an offer. However, +I am not convinced by the offer, and I want to see if anyone can give a +better one. + +I decide to push competition a bit and set up a Purchase Tender, that +Odoo will send to a list of suppliers I specified. Out of the 8 offers I +receive, one gets my attention and I decide to go ahead with that one. + +I confirm the order to the supplier by creating a Purchase Order from +the PT, and Odoo automatically asks delivery of the items to the +supplier. + +Configuration +============= + +If you want to know how to create a **Purchase Order**, read the +documentation on :doc:`from_po_to_invoice` + +If you want to know how to create a **RfQ**, read the documentation +on :doc:`../purchases/rfq/create` + +If you want to know how to create a **Purchase Tender**, read the +documentation on :doc:`../purchases/tender/manage_multiple_offers` + +.. rst-class:: text-muted + +| Written by Samuel Cabodi (Odoo) +| Proofread by Geoffrey Bressan (Odoo) diff --git a/purchase/overview/from_po_to_invoice.rst b/purchase/overview/from_po_to_invoice.rst new file mode 100644 index 000000000..a7fce4b3f --- /dev/null +++ b/purchase/overview/from_po_to_invoice.rst @@ -0,0 +1,4 @@ +============================================= +From purchase order to invoice and receptions +============================================= + diff --git a/purchase/purchases.rst b/purchase/purchases.rst new file mode 100644 index 000000000..e1638b8e3 --- /dev/null +++ b/purchase/purchases.rst @@ -0,0 +1,9 @@ +========= +Purchases +========= + +.. toctree:: + :titlesonly: + + purchases/rfq + purchases/tender diff --git a/purchase/purchases/rfq.rst b/purchase/purchases/rfq.rst new file mode 100644 index 000000000..4d8c27e36 --- /dev/null +++ b/purchase/purchases/rfq.rst @@ -0,0 +1,8 @@ +======================== +Request for Quotatations +======================== + +.. toctree:: + :titlesonly: + + rfq/create diff --git a/purchase/purchases/rfq/create.rst b/purchase/purchases/rfq/create.rst new file mode 100644 index 000000000..ad9b882c7 --- /dev/null +++ b/purchase/purchases/rfq/create.rst @@ -0,0 +1,4 @@ +====================================== +How to create a Request for Quotation? +====================================== + diff --git a/purchase/purchases/tender.rst b/purchase/purchases/tender.rst new file mode 100644 index 000000000..a61e10032 --- /dev/null +++ b/purchase/purchases/tender.rst @@ -0,0 +1,8 @@ +================ +Purchase Tenders +================ + +.. toctree:: + :titlesonly: + + tender/manage_multiple_offers diff --git a/purchase/purchases/tender/manage_multiple_offers.rst b/purchase/purchases/tender/manage_multiple_offers.rst new file mode 100644 index 000000000..b86963f1b --- /dev/null +++ b/purchase/purchases/tender/manage_multiple_offers.rst @@ -0,0 +1,4 @@ +=================================================================== +How to manage multiple offers from suppliers with purchase tenders? +=================================================================== +