Requests for Quotation

3. In the Products tab, add the products to be ordered, along with quantities and any expected delivery date.
4. Click Send by Email to send the RFQ to the vendor, or leave it as a draft to finish later.

4. When the vendor replies, update prices or terms on the RFQ as needed.
5. Click Confirm Order to accept the quotation and turn the RFQ into a purchase order.
6. Track delivery and billing from the purchase order once it is confirmed.

Tips

• Use vendor pricelists so product prices auto-populate on new RFQs.
• Add clear terms, attachments and delivery conditions to avoid misunderstandings with vendors.
• Use the Purchase Analysis report to compare vendor prices, lead times and reliability over time.

Why use RFQs

Sending RFQs rather than placing orders directly gives a clear record of vendor communication in the chatter of each order, and makes it easy to compare offers before spending money. Every RFQ and the purchase order it becomes stays linked, making it straightforward to trace an order from quotation through to payment.

Frequently asked questions

Can I save an RFQ before sending it?

Yes, an RFQ can be saved as a draft and edited later before it is sent or confirmed.

How do I compare quotes from several vendors?

Use the call for tenders workflow to create alternative RFQs for different vendors and compare their product lines on one page.

What happens when I confirm an RFQ?

Clicking Confirm Order turns the RFQ into a purchase order, ready for receiving goods and creating a vendor bill.

Need help?

Need help managing RFQs in Odoo Purchase? Contact support@thoughtlogik.com or see our Odoo implementation services.