Table of Contents

Create a Request for Quotation

Introduction

All Requests for Quotations (RFQ) will be communicated by the Logistics co-ordinator in Demand Planning, via a Trello card detailing all the information about the Purchase order (PO), i.e. vendor, products, dates, quantities, etc.

Responsible Team

  • Logistics co-ordinator
  • Procurement & Stock Management Clerk
  • Procurement Manager
  • Warehouse Manager

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

Navigate as follows to get to the correct screen:

Orders/Request for Quotation

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

Process

  1. Click [CREATE], you should now see a screen that looks like this:
  2. Enter the Vendor's name in the 'Vendor' text field.
  3. Enter the Requested Shipment Date, ETA Warehouse as per the PO requirements.
  4. In the Products tab, click on 'Add a product' then capture each Product and Quantity as per the given PO instructions.
  5. Click [SAVE].
  6. On the 'Print' dropdown select 'Request for Quotation'.
  7. Select the PDF document that appears in your browser downloads and will look like the below:
  1. This PDF document can be attached to an email to the vendor. Once the confirmation from the vendor is received, the Request for quotation can be confirmed on Odoo

When can the RFQ be confirmed?
The vendor is given 24 hours from the time the RFQ is sent. Once a response is received and the order requirements are met, the RFQ can be updated as per response and confirmed, this RFQ will automatically become a purchase order.
Why can't I see my downloads?
Press the 'ctrl' + j keys on your keyboard simultaneously for it appear.

How did we do?

Confirm a Purchase Order

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