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How to manage Purchase Tenders

Un appel d'offre (AO) est utilisé pour mener la compétition entre plusieurs fournisseurs dans le but d'obtenir la meilleur offre pour une liste d'articles. En comparaison avec la DP, un appel d'offre est envoyé à plusieurs fournisseurs, annonçant qu'ils sont en compétition l'un avec l'autre, et que la meilleur offre l'emportera. L'intérêt principal est que cela mène généralement à de meilleurs offres.

For more information on best uses, please read the chapter Request for Quotation, Purchase Tender or Purchase Order?

Activate the Purchase Tender function

Par défaut, les Appels d'Offres ne sont pas activés. Pour pouvoir utiliser les AOs, vous devez d'abord activer cette fonction.

In the Purchases module, open the Configuration menu and click on Settings. In the Purchase Order section, locate the Calls for Tenders and tick the box Allow using call for tenders... (advanced), then click on Apply.

Create a Purchase Tender

To create a new Purchase Tender, open Purchase ‣ Purchase Agreements (PA).

In the Purchase Agreements window, click on Create. A new Purchase Agreement window opens.

In the Agreement Type field, choose Purchase Tender.

The Agreement Deadline field tells the vendors when to have their offers submitted.

The Ordering Date field tells the vendors when we will submit a purchase order to the chosen vendor.

The Delivery Date field tells the vendors when the product will have to be delivered.

You do not have to define a Vendor.

In the Products section, click on Add an item. Select products in the Product list, then insert Quantity. You can add as many products as you wish.

Click on Confirm Call.

Now click on the button New Quotation. A RfQ is created with the products chosen on the PT. Choose a Vendor and send the RfQ to the vendor. Repeat this operation for each vendor.

Once all the RfQs are sent, you can click on Validate on the PT.

The vendors will send their offers, you can update the RfQs accordingly. Then, choose the ones you want to accept by clicking on Confirm Order on the RfQs and Cancel the others.

You can now click on Done on the PT.

View Purchase Tenders in our Online Demonstration.