Table of Contents

Create a Request for Quotation - Foreign

Introduction

All foreign Purchase Orders will be communicated via a Trello Card detailing all the information about the PO, i.e. Vendor, Products, dates, quantities, etc. to be ordered.

Responsible Team

  • Logistics Co-ordinator
  • Brand Manager
  • Procurement & Stock Management Clerk
  • Procurement Manager

Navigate to your Odoo dashboard and click on this application: Purchase

Navigate as follows to get to the correct screen:

Orders/Requests for Quotation

You should now land on a screen that looks like this:

Process

  1. Click [CREATE] to for a new Request for Quotation
    You should now land on a screen that looks like this:
  2. Select the correct Vendor name under the heading Vendor , you'll notice that after selecting an international vendor, the currency will change from ZAR to USD, and more date options will appear, as shown on the screen below:

  1. Enter the vendor reference under the heading labelled Vendor Reference.
  2. Enter the following Dates, as per the RFQ requirements:
    1. Planned Shipment Date
    2. Bill of Lading Date
    3. Planned Delivery Date- Durban
    4. ETA Warehouse
    5. Vendor Payment Date
  3. In the Products Tab, click on Add a product then search for the product code or enter the product description of the items.
  4. Enter the requested order quantities, per item, under the Quantity input tab.
  5. Once products and quantities are added, enter the supplier commission, code 9991 (also falls under the Products tab).
    1. The quantity of the supplier commission is always 1.
    2. For the unit price of the supplier commission, type in [=total (value at the bottom of the order) * supplier commission/ 100].
  6. Once all the required fields are entered, click [Save].
  7. Click [Print RFQ].
  8. This PDF document can be attached to an email to the vendor. The RFQ is now complete

How did we do?

Confirm a Purchase Order - Foreign

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