How to Manage Call for Tendor in Odoo 17 Purchase App | Purchase Agreement in Odoo 17 | Odoo 17
5A "call for tendor" is a formal invitation or request made by an organization or a company to prospective suppliers or service providers to submit their bids or proposals for the supply of goods, services, or the execution of a specific project. It is a common process used in procurement and contracting to ensure transparency, competitiveness, and fairness in selecting the best supplier or contractor.
The process typically involves the following steps:
Preparation of Tender Documents:
The organization preparing the tender documents outlines the specifications, requirements, terms, and conditions for the goods or services they are seeking.
Publication of the Call for Tender:
The call for tendor is announced or published, often through public channels such as government procurement portals, industry publications, or the organization's website.
Expression of Interest:
Interested suppliers or contractors respond by expressing their interest in participating in the tender process.
Distribution of Tender Documents:
The complete tender documents, including all relevant information and instructions, are provided to the interested parties.
Submission of Bids or Proposals:
Suppliers or contractors submit their sealed bids or proposals within a specified deadline.
Bid Opening:
The organization publicly opens and reviews the submitted bids. The opening process is typically witnessed by representatives from the participating companies.
Evaluation of bids:
The received bids are evaluated based on predefined criteria, which may include price, quality, delivery time, technical specifications, and other relevant factors.
Selection of Winning Bid:
The organization selects the winning bid based on the evaluation results and awards the contract to the chosen supplier or contractor.
How to configure a call for Tendor:
Create a purchase tendor:
Go to the 'Purchase' module.
Click on 'Purchase -- Requests for Quotation.'
Click on 'Create' to create a new tender.
Fill in Tender Information:
Fill in the necessary details for the tender, such as the tender name, supplier, and other relevant information.
Add Products/Services:
Add the products or services for which you are requesting quotes.
You can add products manually or use the product catalog.
Set Tendor Deadline:
Set a deadline for suppliers to submit their quotations.
Send Tendor to Suppliers:
Once you've configured the tendor, you can send it to your selected suppliers.
Click on the 'Send RFQ' button to send the request for quotation to the chosen suppliers.
Receive and Evaluate Quotations:
Suppliers will respond with their quotations.
You can review and compare the quotations received.
Select Supplier and Confirm Order:
Once you've evaluated the quotations, select the preferred supplier.
Confirm the order with the chosen supplier.
Generate Purchase Order:
After confirming the order, Odoo will generate a purchase order for the selected supplier.
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