diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst index ec4e19f28f..1948c46d73 100644 --- a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst +++ b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst @@ -22,40 +22,50 @@ Product ------- To auto-populate product information and prices on an |RFQ|, configure products by going to -:menuselection:`Purchase app --> Products --> Products`. Select an existing product, or create a -new one by selecting :guilabel:`New`. Doing so opens the product form, where various sales and -purchasing data can be configured. +:menuselection:`Purchase app --> Products --> Products`. Select an existing product, or create a new +one by selecting :guilabel:`New`. Doing so opens the product form, where sales and purchasing data +can be configured. -To configure purchasable products, tick the :guilabel:`Can be purchased` checkbox, under the product -name. Then, go to the :guilabel:`Inventory` tab, and enable the :guilabel:`Buy` route. +To configure purchasable products, tick the :guilabel:`Purchase` checkbox, under the product name. +Next, go to the :guilabel:`Inventory` tab, and enable the :guilabel:`Buy` route. + +.. important:: + The :guilabel:`Inventory` tab and routes are only visible if using the :doc:`Inventory app + <../../inventory>`. + +.. seealso:: + :doc:`Configure product types and track quantities + <../../../inventory_and_mrp/inventory/product_management/configure>` .. image:: rfq/product-vendor-pricelist-config.png - :align: center :alt: Required configuration for purchasable products. + .. _purchase/manage_deals/vendor-pricelist: Vendor pricelist ---------------- -In the :guilabel:`Purchase` tab of the product form, input the vendor and their price, to have this -information auto-populate on an |RFQ| each time the product is listed. +In the :guilabel:`Purchase` tab of the product form, click :guilabel:`Add a line` to input the +vendor and their price, to have this information auto-populate on an |RFQ| each time the product is +listed. .. seealso:: :doc:`../products/pricelist` -Default columns include :guilabel:`Quantity`, :guilabel:`Price`, and :guilabel:`Delivery Lead Time`, -but other columns like, :guilabel:`Product Variant` or :guilabel:`Discounts`, can also be enabled. +Default columns include :guilabel:`Quantity`, :guilabel:`Unit Price`, and :guilabel:`Delivery Lead +Time`, but other columns like, :guilabel:`Vendor Product Code` or :guilabel:`Discount (%)`, can also +be enabled. To enable or disable columns, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon on the right side of the header row to reveal a drop-down menu of additional columns that can be added (or removed) from the :guilabel:`Purchase` tab. .. note:: - Alternatively, prices and delivery lead times for existing products can be added in bulk by - going to :menuselection:`Purchase app --> Configuration --> Vendor Pricelists`. Click - :guilabel:`New` in the top-left corner. In the :guilabel:`Vendor` section of the pricelist form - that appears, add the product information as it pertains to the vendor. + Alternatively, prices and delivery lead times for existing products can be added by going to + :menuselection:`Purchase app --> Configuration --> Vendor Pricelists`. Click :guilabel:`New` in + the top-left corner. In the :guilabel:`Vendor` section of the pricelist form that appears, add + the product information as it pertains to the vendor. Order products ============== @@ -72,8 +82,8 @@ The :guilabel:`Requests for Quotation` dashboard displays an overview of the com |POs|, and their status. The top of the screen breaks down all |RFQs| in the company, as well as individual ones (where the user is the buyer) with a summary of their status. -The top-right corner also provides a quick report of the company's recent purchases by total value, -lead times, and number of |RFQs| sent. +The top-right corner also provides a report of the company's recent purchases by total value, lead +times, and number of |RFQs| sent. Additionally, the dashboard includes buttons for: @@ -82,10 +92,9 @@ Additionally, the dashboard includes buttons for: - :guilabel:`Late`: |RFQs| or |POs| where the :guilabel:`Order Deadline` has passed. .. image:: rfq/rfq-dashboard.png - :align: center :alt: RFQ dashboard with orders and order statuses. -In addition to various view options, the :guilabel:`Requests for Quotation` dashboard provides +In addition to view options, the :guilabel:`Requests for Quotation` dashboard provides :guilabel:`Filters` and :guilabel:`Group By` options, accessible via the search bar drop-down menu. .. seealso:: @@ -93,8 +102,8 @@ In addition to various view options, the :guilabel:`Requests for Quotation` dash .. _purchase/manage_deals/create-new-rfq: -Create new |RFQ| ----------------- +Create a new |RFQ| +------------------ To create a new |RFQ|, click the :guilabel:`New` button on the top-left corner of the :guilabel:`Requests for Quotation` dashboard to reveal a new |PO| form. @@ -105,11 +114,15 @@ The :guilabel:`Vendor Reference` field points to the sales and delivery order nu vendor. This comes in handy once products are received, and the |PO| needs to be matched to the delivery order. -The :guilabel:`Blanket Order` field refers to long-term purchase agreements on recurring orders with -set pricing. To view and configure blanket orders, head to :menuselection:`Purchase app --> Orders ---> Purchase agreements`. +With the :doc:`Purchase Agreements feature ` activated, the :guilabel:`Blanket +Order` field appears, referring to long-term purchase agreements on recurring orders with set +pricing. To view and configure blanket orders, head to :menuselection:`Purchase app --> Orders --> +Purchase agreements`. -The :guilabel:`Currency` can be changed, if purchasing products from a vendor in another country. +.. important:: + The :guilabel:`Purchase agreements` view only appears if the :guilabel:`Blanket Order` setting is + enabled. To do so, navigate to :menuselection:`Purchase app --> Configuration --> Settings`, then + tick the :guilabel:`Blanket Orders` checkbox. Next, configure an :guilabel:`Order Deadline`, which is the date by which the vendor must confirm their agreement to supply the products. @@ -118,19 +131,30 @@ their agreement to supply the products. After the :guilabel:`Order Deadline` is exceeded, the |RFQ| is marked as late, but the products can still be ordered. -:guilabel:`Expected Arrival` is automatically calculated based on the :guilabel:`Order Deadline` -and vendor lead time. Tick the checkbox for :guilabel:`Ask confirmation` to ask for signage at -delivery. +:guilabel:`Expected Arrival` is automatically calculated based on the :guilabel:`Order Deadline` and +vendor lead time. Tick the checkbox for :guilabel:`Ask confirmation` to ask the vendor to confirm +the shipping date by email. With the :doc:`Storage Locations feature -<../../inventory/warehouses_storage/inventory_management/use_locations>` activated, -the :guilabel:`Deliver to` field appears, with options for the order shipment. +<../../inventory/warehouses_storage/inventory_management/use_locations>` activated, the +:guilabel:`Deliver to` field appears, which specifies which warehouse operation (set in the +**Inventory** app) is used to receive the shipment. Select the receiving warehouse address here, or select :guilabel:`Dropship` to indicate that this order is to be shipped directly to the end customer. When :guilabel:`Dropship` is selected, the :guilabel:`Dropship address` field is enabled. Contact names auto-populate here from the **Contacts** app. +.. important:: + The :guilabel:`Dropship` options only appear if the :guilabel:`Dropshipping` setting is enabled + in the **Inventory** app. To do so, navigate to :menuselection:`Inventory app --> Configuration + --> Settings`, then tick the :guilabel:`Dropshipping` checkbox. + +.. tip:: + To create |RFQs| using different currencies, each currency needs to be enabled in the + **Invoicing** app settings. See :doc:`../../../sales/sales/products_prices/prices/currencies` to + learn more. + Products tab ~~~~~~~~~~~~ @@ -138,9 +162,9 @@ In the :guilabel:`Products` tab, add the products to be ordered. Click :guilabel and type in the product name, or select the item from the drop-down menu. To create a new product and add it, type the new product name in the :guilabel:`Product` column, -select :guilabel:`Create [product name]` from the resulting drop-down menu, and manually add the -unit price. Or, select :guilabel:`Create and edit...` to be taken to the product form for that new -item. +select :guilabel:`Create [product name]` from the resulting drop-down menu and manually add the unit +price. Alternatively, select :guilabel:`Create and edit...` to be taken to the product form for that +new item. :guilabel:`Catalog` can also be selected to navigate to a product menu from the chosen vendor. From here, products can be added to the cart. @@ -150,8 +174,8 @@ here, products can be added to the cart. :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon that becomes available upon hovering over the :guilabel:`Product` name. -Send |RFQ| ----------- +Send the |RFQ| +-------------- Clicking :guilabel:`Send by Email` reveals a :guilabel:`Compose Email` pop-up window, with a :guilabel:`Purchase: Request for Quotation` template loaded, ready to send to the vendor's email @@ -162,6 +186,9 @@ After crafting the desired message, click :guilabel:`Send`. Once sent, the |RFQ| Clicking :guilabel:`Print RFQ` downloads a PDF of the |RFQ|. +.. seealso:: + :doc:`../../../essentials/contacts` + Confirm order ------------- @@ -191,4 +218,3 @@ documentation on :doc:`managing vendor bills `. .. seealso:: :doc:`manage` - diff --git a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq/product-vendor-pricelist-config.png b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq/product-vendor-pricelist-config.png index ac56dfd354..9fce1cc470 100644 Binary files a/content/applications/inventory_and_mrp/purchase/manage_deals/rfq/product-vendor-pricelist-config.png and b/content/applications/inventory_and_mrp/purchase/manage_deals/rfq/product-vendor-pricelist-config.png differ