采购协议:一揽子订单和招标

在Odoo中预配置了两种主要的采购协议:一揽子订单和招标。

  1. 一揽子订单是公司和供应商之间的长期协议,以预定价格定期交付产品。当您经常从同一供应商处购买不同数量和/或不同时间的相同产品时,您的公司应该考虑使用它们。在它们的诸多优点中,您可以通过简化订购过程节省时间,并通过更有利的批量定价节省资金。

  2. 招标使用特殊程序同时向多个供应商请求报价。虽然公共部门组织在购买商品或服务时通常在法律上有义务发出招标,但私营组织也可以利用它们在几个供应商中获得最佳交易。

启用采购协议

从采购进入:菜单选择:`配置–>设置`并激活*购买协议*。

Enable purchase agreements in Odoo Purchase

配置或创建新类型的采购协议

在开始使用采购协议之前,请确保按照您想要的方式对其进行配置,方法是:菜单选择:配置-->采购协议类型。从那里,你可以编辑一揽子订单和招标的方式,或者*创建*一种新型的采购协议。您可以配置:

  1. 协议类型:要为协议指定的名称。

  2. 协议选择类型:您可以使用*选择多个询价单(非排他性)*选择多个报价,这是一揽子订单和招标的默认设置,也可以使用*选择一个询价单(独家)*选择单个报价,在您只想选择单个供应商的招标中,有时需要此选项。

  3. Lines: generally, you would always want to select Use lines of agreement, which are the different product lines you can configure when you set up your purchase agreement. However, you can select Do not create RfQ lines automatically if you don’t want your requests for quotations to be pre-filled in with that information.

  4. Quantities: if you use lines of agreements, you can also specify independently if the products’ quantities should be used to pre-fill new requests for quotations. The default option for blanket orders is Set quantities manually, while for calls for tenders are set to Use quantities of agreement.

Configure purchase agreements types in Odoo Purchase

建立一揽子订单

Go to Orders ‣ Purchase Agreements and click on Create. Select Blanket Order as your Agreement Type. Next, select the vendor. The other fields aren’t mandatory.

接下来,添加您想要订购的产品及其价格。请注意,您还可以为每个产品添加*数量*,例如,如果您已与供应商约定每次或总共订购特定的最小数量。如果您已将一揽子订单配置为*手动设置数量*,则这仅用于提供信息。

Set up a blanket order in Odoo Purchase

You can also write any Terms and Conditions at the bottom of the agreement. Once you are satisfied with your blanket order, click on Confirm. Its status then changes from Draft to Ongoing and it’s ready to be used.

从一揽子订单中创建报价请求

现在,您可以在需要时通过单击*新报价*,从一揽子订单中创建新报价。Odoo会自动使用您设置一揽子订单时最初定义的信息填写报价请求。根据您配置*采购协议类型*的方式,还可以预填充产品线。

从这里,您可以通过单击*询价单/订单*快速查看该一揽子订单下的所有报价请求。

Create new quotations for an ongoing blanket order in Odoo Purchase

小技巧

你也可以用通常的方式创建一个*询价单*,然后将其链接到现有的*一揽子订单*。

一揽子订单和补货

一揽子订单可用于:doc:自动补货 <../../purchase/products/reordering>,因为一旦确认一揽子订单,就会向产品中添加新的供应商行。如果有多个供应商链接到您的产品,请确保相关供应商位于第一位。

Blanket order added to product configuration in Odoo Purchase

设置招标

Go to Orders ‣ Purchase Agreements and click on Create. Select Call for Tenders as your Agreement Type. The other fields aren’t mandatory, but you can add the date you want to be delivered and set an agreement deadline. You usually don’t want to select a vendor for calls for tenders as you are looking to get quotations from multiple vendors.

Next, add the products you want to order and in what quantity. For calls for tenders, you typically don’t add a price, as the vendors should give you their best quote.

你也可以在协议底部写下任何条款和条件。准备好后,单击*确认*。

Set up a call for tenders in Odoo Purchase

请求招标报价

您现在可以从招标中请求新的报价。点击*新报价*并选择您想要邀请参加招标的供应商之一。产品线也应预先填写,具体取决于您如何配置*采购协议类型*。单击*通过电子邮件发送*将其发送给供应商。返回招标,对每个供应商重复此过程。

Request a quotation from a call for tenders in Odoo Purchase

Once you have sent a request for quotation to every vendor and receiving their quotes, click on Validate to proceed to the bid selection. Next, click on the RFQs/Orders smart button to view all your vendors’ quotations.

Validate a call for tenders and view all quotations in Odoo Purchase

Click on each request for quotation to add the price communicated by your vendors manually. When that’s done, select the most advantageous offer and click on Confirm Order. This automatically closes the call for tenders. You can now proceed with the purchase order as you would for a regular one.

Confirm an order in Odoo Purchase