[ADD] purchase: Manage Blanket Orders
Original document: https://docs.google.com/document/d/1ECslIdtGVlwY6-x_Wj4GqlMpea4v5dBiiM2rPdsNji8/edit
This commit is contained in:
@@ -0,0 +1,66 @@
|
||||
=====================
|
||||
Manage Blanket Orders
|
||||
=====================
|
||||
|
||||
A Blanket Order is a purchase order which a customer places with its
|
||||
supplier to allow multiple delivery dates over a period of time, often
|
||||
negotiated to take advantage of predetermined pricing.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
For this feature to work, go to :menuselection:`Purchases -->
|
||||
Configuration --> Settings` and activate the *Purchase Agreements*
|
||||
feature
|
||||
|
||||
.. image:: media/blanket_orders01.png
|
||||
:align: center
|
||||
|
||||
Start a Blanket Order
|
||||
=====================
|
||||
|
||||
To use this feature go to :menuselection:`Purchases --> Purchase Agreements`.
|
||||
|
||||
Once you are creating the purchase agreement, access the *Agreement
|
||||
Type* drop down menu and select *Blanket Order*.
|
||||
|
||||
.. image:: media/blanket_orders02.png
|
||||
:align: center
|
||||
|
||||
You can then create your new blanket order, select your vendor, the
|
||||
product(s), agreement deadline, ordering date and delivery date.
|
||||
|
||||
When you are satisfied with your purchase agreement, confirm it. Its
|
||||
status will change from*Draft* to *Ongoing* and a new
|
||||
*RFQs/Orders* will appear in the top right corner of the document.
|
||||
|
||||
.. image:: media/blanket_orders03.png
|
||||
:align: center
|
||||
|
||||
RFQ from the Blanket Order
|
||||
--------------------------
|
||||
|
||||
From your blanket order you can create a new quotation, Odoo will
|
||||
auto-fill the document with the product(s) from your blanket order, you
|
||||
only have to choose the quantity and confirm the order.
|
||||
|
||||
When you will go back on the blanket order, you will see how many
|
||||
quantities you have already ordered from your blanket order.
|
||||
|
||||
Vendors prices on your product
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
When a blanket order is validated, a new vendor line is added in your
|
||||
product. You can see which one are linked to a blanket order and give
|
||||
priority to the ones you want with the arrows on the left of the vendor
|
||||
name.
|
||||
|
||||
Thanks to this, a blanket order can be used for automated replenishment
|
||||
(using *reordering rules* or *made to order* configuration).
|
||||
|
||||
.. image:: media/blanket_orders04.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
You can also create a *Request for Quotation* from the classic RFQ
|
||||
Menu and link them with an existing *Blanket Order*
|
||||
Reference in New Issue
Block a user