BIDDING FUNCTIONALITY IN ODOO 13

Bid essentially means a quotation or a tender offer. It is used to get the maximum price out of your product or services as a seller. In Odoo, there is such functionality available through which a user can create a purchase request and call for bids. Let me show you how we can utilize the bidding functionality in Odoo v13.

Step 1:  Install module purchase_requisition:

• Go to menu > Apps.
• Remove Apps filter from the search bar.
• Search for module ‘purchase_requisition’.
• Click on Install.

Step 2: Configure Purchase Agreement Types to select multiple RFQ:

• Go to menu Purchases > Configurations > Purchase Agreement Types > Calls For Tender.
• Click on edit. 

• Select the option which is displayed in the above image. Selecting this option permits the user to allow multiple RFQ for a single purchase agreement, which means that multiple partners can bid on one purchase agreement(tender).  

Step 3: Create Purchase Agreements:

• Go to menu Purchases > Orders > Purchase Agreements.
• Create a new purchase agreement.
• Fill the details as per your requirements, an example agreement is shown below. 
• Vendor selection is optional. If you select the Vendor from here, then it will automatically fill in that Vendor in this RFQ.
• Now click on buttons “Confirm” and then on “Validate”.
• There will be a button called “New Quotation”, Press it to create a new quotation.
• You can also log an internal note, just click on Log note as mentioned in the below image. 
• As you can see in the below image we have 3 RFQ for purchase agreement TE00002. 
• You can select the one best for you and cancel the ones you don’t need. 
• If you want to check that to which agreement any specific quotation/order is linked, you can get that info from the fields mentioned in below image: 

That’s it from my side, please stay tuned for more helpful blogs like this!