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Call for Tenders | Odoo Purchase

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Call for Tenders | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to create Call for Tenders in Odoo Purchase.

Other lessons related to this video:
- Purchase Basics and your First Request for Quotation:
- Purchase Lead Times:
- Reordering Rules:
- Blanket Orders:
- 3-way Matching:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at

Odoo Tips - Odoo Purchase Agreement - ( call for tender )

Odoo Tips - Odoo Purchase Agreement

Here we are discussing the second type of purchase agreement call for tender: these agreements allow us to obtain the most interesting price from multiple vendors

Watch Odoo Purchase Agreement - 1 ( Blanket Order ) -

#purchase_agreement #call_for_tender #odoo
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Merge Call For Bids / Tender Process in Odoo

Purchase Tender Supplier Price Comparison

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Odoo Purchase Tutorial: Blanket Orders & Purchase Tenders

Learn how to manage blanket orders, create purchase tenders, and more!
Click here to learn more:
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Purchase Lead Times | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to configure purchase lead times in Odoo.

Other lessons related to this video:
- Purchase Basics and your First Request for Quotation:
- Reordering Rules:
- Call for Tenders:
- Blanket Orders:
- 3-way Matching:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at
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Display Top Vendors From Purchase Order in Odoo v12

Download this module:
More Odoo Modules:
Contact this module maintainer for any question, need support or request for the new feature :

* Riken Bhorania
Call/WhatsApp: +91 9427425799
Skype: riken.bhorania
Email: riken.bhorania@asceticbs.com
LinkedIn:

* Bhaumin Chorera
Call/WhatsApp: +91 8530000384
Skype: bhaumin.chorera
Email: bhaumin.chorera@asceticbs.com
LinkedIn:

Ascetic Business Solution LLP
Helping people implementing Odoo and develop mobile applications
Odoo | iOS | Android - Consulting and development services

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Purchase Basics and Your First Request for Quotation | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to create your first request for quotation in Odoo Purchase.

Other lessons related to this video:
- Purchase Lead Times:
- Reordering Rules:
- Call for Tenders:
- Blanket Orders:
- 3-way Matching:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at

Purchase Agreements

Manage Purchase Quotation / Order / Receipt / Invoices into Odoo 9

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Top Buying Products by Quantity and Purchase Amount in odoo v11

Download this module:
More Odoo Modules:
Contact this module maintainer for any question, need support or request for the new feature :

* Riken Bhorania
Call/WhatsApp: +91 9427425799
Skype: riken.bhorania
Email: riken.bhorania@asceticbs.com
LinkedIn:

* Bhaumin Chorera
Call/WhatsApp: +91 8530000384
Skype: bhaumin.chorera
Email: bhaumin.chorera@asceticbs.com
LinkedIn:

Ascetic Business Solution LLP
Helping people implementing Odoo and develop mobile applications
Odoo | iOS | Android - Consulting and development services

Website:
Portfolio:
Youtube:
LinkedIn:
Facebook:
Twitter:

Purchase - Launch Calls for Bids in odoo

how to Launch Calls for Bids in odoo
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Purchase module Odoo 10

Purchase module provides any industry or business with various options to maintain records of any purchase related to company including the bills of vendors,customers details and also the invoices.

In Odoo using Purchase module you can manage each and every record of Purchase of your company at few clicks.

Step 1:- Create Request for Quotation (RfQ) for the product.

Step 2:- Send the RfQ to vendor associated with the product by clicking the tab Send RFQ by Email or print RFQ.

Step 3:- RfQ is converted to Purchase as we click on tab Confirm Order.

Step 4:- This will get the tab for Shipment or Receive product.
Click on the tab.

Step 5:- Validate the shipment by clicking the tab Validate and further processing will be done by Odoo.

Step 6:- Can check the received quantity updated by going to Products.

Step 7:- Incoming products can be viewed by going to Purchase
module - Control - Incoming products.

Step 8:- Vendors bills can be created by going to Purchase module - Control - Vendors Bills or by going to Purchase order and selecting the Invoices tab.

Step 9:- Reports can be seen in form of Line chart, Bar charts or Pie charts using various filters.

This is how you can use purchase module in Odoo 10.

Blanket Orders | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to create blanket orders in Odoo Purchase.

Other lessons related to this video:
- Purchase Basics and your First Request for Quotation:
- Purchase Lead Times:
- Reordering Rules:
- Call for Tenders:
- 3-way Matching:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at

3-Way Matching | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to configure 3-way matching in Odoo Purchase.

Other lessons related to this video:
- Purchase Basics and your First Request for Quotation:
- Purchase Lead Times:
- Reordering Rules:
- Call for Tenders:
- Blanket Orders:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at
x

Reordering Rules | Odoo Purchase

Learn everything you need to grow your business with Odoo, the best management software to run a company at

In this video, learn how to configure reordering rules in Odoo.

Other lessons related to this video:
- Purchase Basics and your First Request for Quotation:
- Purchase Lead Times:
- Call for Tenders:
- Blanket Orders:
- 3-way Matching:

Need more information about Odoo apps?


Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at

Sales Purchase process on Odoo 11

Hello Guys!

Greetings from silent infotech!

Today we will discuss the purchase management system in odoo.

Now, First, we will go through the Vendor section.

Vendor:
As you can see hare the already created vendors and if you want to create new then click on the create button and add the information in the given form.

You can see here there are two options individual and company. If you select the company then you can add vendor as a company or you can create a person as a vendor.

After information filled up you can click on save button to add a record to the database.

In case if you want to edit the information then click on the “Edit” button and fill up the remaining information you want.

You can see here the additional information like contacts & Address, internal notes, sales & purchase, invoicing.

You can create the new contact with the relevant customer address like you can add the invoice address, shipping address and the other address.

If I choose any given options then you can see the standard information is available. Here if I select the customer then you can see that it shows the customer name, title, job position, email, phone, mobile notes etc. Otherside if I choose the invoice address then you can see here the address, contact name, email, phone, mobile notes. This will apply to all remaining two options shipping address and other address.

You can add the internal notes because you need to add and modify the added information.
In the sales & purchase, you can modify the customer is either salesperson or vendor.

You can also add the payment invoicing details of the respective customer.

Product:
you can see here the already created products and for now, I will create the new product.

Click on the products and just fill up the information like name, image, general information etc.

You can set product type as a consumable or service or stackable products and click on save to add information. If you want to change the product information or update it just click on the edit button and change or update the information.

In the variant section, you can manage or add the product variants like colour, size etc.

In the sales section, you can manage the product sales history.

In the purchase section, you can manage the variety seller. You need to fill the given information and you can see here the created vendor.

In the Inventory section, you can update the routes and customer lead time information.

In the invoice section, you can manage the payable and receivable taxes, invoicing policies and the purchase bill policies.

In the notes section, you can add the notes about customers, vendors, delivery orders etc.

After adding all these information just click on save button and update or add the information.

Purchase Agreements:

In this section, you can manage the purchase agreement for a particular product.

As usual click on create button and add the information and sill up to the given information.

Tender name, responsible person, agreement type, vendor, agreement deadline ordering date, delivery date, vendor and the product information.

After adding the information just click on save button and add the record.

You can see here the added record.

Request for quotation:

You can see that there are many RFQs are created here and now we will create quick RFQ for our product.

To create the new RFQ just click on create button and add a new record.

We can create the quick-vendor and product here for quick RFQ.

To add RFQ just fill up all the information and click on save button to add the record.

You can send the RFQ by email to the relevant client and you can also print the RFQ.

You can see that the stage is right now on RFQ but when I click on confirm order it changed in the purchase order.

Purchase Order:

You can see here the purchase order and when I click on receive product you can see that it will go in the warehouse. The number shows the warehouse product number.

When I click on validate the stage will be done it means the purchase order will be done.

If you want to return the product then click on return and it will back invalidate process.

When I click on unreserve it will go in the waiting process, it will check the weather product is available or not.

When I click on check availability then it will check whether product relevant quantity is available or not.

Vendor Bills:

Here we will create the vendor bills.

go to the control menu and you can see that the menu item vendor bills.

Then click on the create button and add the information and click on save button.

When I validate the bill it will go on the open stage. When I click on Register payment it shows the pop up with the payment amount, journal, payment date and memo.

When I validate it will go jump into the paid section.

You can see here the bill status as a “paid”.

Purchase module in odoo 10

Purchase module in Odoo provides you the best way to handle your purchase and keep record for the same.

Using Purchase module it allows you to maintain the list of vendors for your company, bills associated with the vendor for product purchase,complete status of order generated.

Below are the steps for using Purchase module:-
1. Go to purchase module
Purchase - Request for Quotation - create quotation

2. Fill the required field and send the RFQ by mail to the vendor associated to the product.

3. Confirm the sale,which converts this quotation to Purchase Order.

4. Validate the order and receive the product.

5. Going to Purchase module - Control - incoming products
We can view the list of products that are to be received and their billing status.

6. By going to Purchase module - Control - Vendor Bills
You can create Bills for the vendors for the product purchased and maintain the track record of all those bills.

using the module one can also view Reports in different forms for the Purchase made by the company by different vendors.

Note:-this module also allows you to send multiple Rfq to different vendors for product purchase and also allows for Call for Tender for purchase of product.

This is how you can use Purchase module in Odoo and maintain the records.

Odoo Tips - Odoo Purchase Agreement - ( Blanket Order )

odoo purchase module contains mainly two types of purchase agreements. Here we are discussing blanket order which a customer places with the supplier to allow multiple delivery dates over a period of time.

Watch Odoo Purchase Agreement - ( call for tender ) -

#purchase_agreement #blanket_order #odoo
More video, Subscribe to our YouTube channel.

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Call For Bids in Odoo / OpenERP

Call For Bids

Step 1: For the purpose of doing this we have to install purchase management and Purchase requisition firstly. Purchase management handling with all the purchase related process and pruchase reequisition handles all the bidding process.

Step 2: If we want to buy a product , we need to check the price of that product in different shops and we will call bids from that shops. After that only we will decide that from where we have to purchase the product. That is nothing but the call for bids. For that we have create call for bids from the PURCHASE tab and then click on “call for bids” and then click on create button in the left top.

Step 3: Here a call for bids refference number will come automatically. And we have to enter the details of the bid we have to create like, who is responsible for the calling, bid selection type, bid submission deadline etc...

Step 4: In the bid selection type there is two options”select only one RFQ” and “select multiple RFQ”. Most of the time we will select the second one. Because we need to call bids from more than one company, then only we have to compare the bids and we can select the better one for our purpose. RFQ is nothing but the “Request For Quotation”. “ Bid submission deadline” is the closing date for the bid submission. “Scheduled ordering date” is the date that which we suppose to order for the product.And “Scheduled date” is the date which i need the product.

Step 5 : Next step is to add the items that we need to include in the purchase. For that click on the link “Add an item”. And enter the details that is product name and how much quantity we need. In the RFQ section under the addition of items, In that we can select the supplier and items we need to buy from this supplier. We can give more than one or how many we need in this section and so we can select from those which one is reliable and less expenses.

Step 6 : Save the call for bids, then you can have a view in next window, from there we can all them by clicking on “Confirm Call”. After getting all the bids from all the companies “close the call for bids”.

Step7: After that we can compare each products with company basis, then we can compare every products from each supplier and we can select as per our requiremnet. Then generate purchase order and see what happens...

Step 8: Then in the RFQ we can see the purcahse order for the products we selected. Then we can go to purchase order and select the purchase order from the list and and we can confirm the recieving the products and transfer it to the warehouse and then can recieve the invoice. Then “Validate” the invoice, then we can see the purchase order number in the Accounting section under supplier invoice.

Step 9: Then pay the amount and click on Register payment. Thus all the process for the call for bids and RFQ has completed

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