How to Manage Purchase Alternatives in Odoo 18
- 1. How to Manage Purchase Alternatives in Odoo 18 Enterprise
- 2. Enterprise Introduction Managing purchase alternatives is crucial for ensuring a smooth and cost-effective procurement process. Odoo 18 provides robust tools to handle alternative vendors and products, enabling businesses to maintain flexibility and mitigate supply chain disruptions. By efficiently managing purchase alternatives, companies can optimize their purchasing decisions and ensure timely availability of essential goods. In this slide, we’ll explore how to use Odoo 18 to manage purchase alternatives effectively.
- 3. Enterprise To manage the purchase alternatives, we can navigate to the settings of the purchase module and enable purchase agreements and the purchase alternatives.
- 4. Enterprise Next, we can create an RFQ by choosing a vendor and product. After that there is another tab called alternatives where we can add alternatives for this RFQ.
- 5. Enterprise We can see by clicking on Create alternatives, we can create a call for tender by adding alternative requests for quotation to different vendors.
- 6. Enterprise A wizard opens where we can create alternative to another vendor and we can add same products to this alternative RFQ by enabling copy products. Then we can click on Create Alternative button.
- 7. Enterprise In this RFQ we can change the unit price to a different amount.
- 8. Enterprise By going to Alternatives tab, we can add more alternatives by clicking on Link to existing RFQ also.
- 9. Enterprise From the existing RFQs we can choose and add and then compare them to find the best combination.
- 10. Enterprise By clicking on compare product lines, we can compare the order lines and the best option will show in green colour.
- 11. Enterprise Among the best combination we can choose the RFQ we needed by clicking on Choose button.
- 12. Enterprise Upon choosing an RFQ, other RFQ’s amount become null.
- 13. Enterprise Then we can confirm the purchase order by clicking on the confirm button.
- 14. Enterprise While confirming a wizard opens asking what to do with other alternatives. We can either keep the other alternatives or cancel them. For now we can cancel alternatives by clicking on Cancel Alternatives.
- 15. Enterprise If we go to the list view of RFQs, we can see the other alternative is cancelled and the one we choose is in purchase order state.
- 16. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com