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Purchase templates

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Purchase templates let a business create ready-to-use requests for quotation (RFQs) for products bought regularly, without re-entering the same details every time. Unlike a blanket order, which is tied to a single vendor, a template can be reused with multiple vendors.

Before you start: enable Purchase Agreements

  1. Go to Purchase > Configuration > Settings.
  2. In the Orders section, tick Purchase Agreements and click Save. This is required before purchase templates can be used.

How to create a purchase template

  1. Go to Purchase > Orders > Purchase Agreements and click New.
  2. Select a Vendor, or leave the field blank to use the template with more than one vendor.
  3. In Agreement Type, select Purchase Template.
  4. Under the Products tab, click Add a line, choose a product, and set the Quantity and Unit Price manually, since prices are not pulled in automatically.
  5. Click Confirm once the template is ready.

Create an RFQ from a template

  1. Open the confirmed purchase template and click New Quotation to open a pre-filled RFQ.
  1. If no vendor was set on the template, choose one now, and add or remove products as needed.
  2. Click Send by Email to send it, or Confirm Order once terms are agreed.

Tips

  • Leave the Vendor field blank on a template that will be reused across several suppliers.
  • Remember to set the Unit Price manually, as it is not carried over from the product form.

Frequently asked questions

Do purchase templates have to be tied to one vendor?

No, leave the Vendor field blank when creating the template so it can be used to raise RFQs with several vendors.

Do product prices carry over automatically?

No, the Unit Price must be entered manually on each template line, the same as with blanket orders.

How is a purchase template different from a blanket order?

A blanket order is a single agreement with one vendor for recurring deliveries, while a purchase template can be reused to create RFQs with multiple vendors.

Need help?

Need help setting up purchase templates in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

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