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Module Purchases: Difference between revisions
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There was a mistake on my first publication of this article: i miss some points on Request quotations to suppliers section.
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m (There was a mistake on my first publication of this article: i miss some points on Request quotations to suppliers section.) |
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<strong> | <strong>Create order</strong>: finally, when we already have the prices that we were expecting from the different suppliers, or when we need to make an order, we will mark the circular box in the last column <u>Create order</u>. Actually, the way of working is like this: for each of the products that we have included in this purchase we will mark the offers of the suppliers that seem most appropriate. And without having to make that choice for all products, click on the button <u>Create orders</u> that are on top of the product table, and the page will display a new table with the orders to be created for each supplier, if there were several suppliers selected, and the products to ask each one: | ||
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Having said that, we must proceed in this way: | Having said that, we must proceed in this way: | ||
* once in our purchase we have built the list of products to buy | |||
* the system will automatically have added the prices of the suppliers that already exist in our system for those products | |||
This is how the web form for capturing prices for the provider looks: | * optionally, we can add more suppliers to a specific product (you can indicate as price "0" if you still do not have the price of these products) | ||
* then pressing the button <u>Send emails requesting quotation</u> will display a dialog box, from where with a single click on the new button <u>Send emails requesting quotation</u> these emails will be sent, at least to the suppliers for whom we have defined an email address. In the case of the picture below, only the first one. | |||
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[[File:DoliPurchasesMassiveSendEmailRequests.png|border]] | |||
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* In that email that the suppliers will receive they are specified IN THEIR LANGUAGE (while the Purchases module is translated in that language) the <b>list of products</b> that we are interested to be quoted to and <b>they are invited to visit a web form</b> where they can capture the prices themselves and terms. | |||
* <strong>We can visit this quotation web form</strong> by clicking on the <u>Form</u> buttons in the previous dialog box. <strong>Each form is unique for each purchase and supplier, and the parameters of the URL are encrypted</strong> to prevent them from manipulating the URL and accessing the prices of other suppliers. | |||
It is recommended that if the provider in question does not have email or send us their prices by other channels (phone, whatsapp, mail, etc ...) <strong>we should use the corresponding capture web form to enter the prices</strong> of this supplier for this purchase. In this way, we will see them marked in green (or in red, in case you do not have a product) in the price comparison table of this module. | |||
* This is how the web form for capturing prices for the provider looks: | |||
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It does not need many comments, because <strong>it has been intended to be self-explanatory</strong> so that providers feel as comfortable as possible. If we click on the <u>Extra information</u> button, the supplier has the option of adding a general comment on this "possible order", and can also provide us with more complete contact information. But it is an optional step: | It does not need many comments, because <strong>it has been intended to be self-explanatory</strong> so that providers feel as comfortable as possible. If we click on the <u>Extra information</u> button, the supplier has the option of adding a general comment on this "possible order", and can also provide us with more complete contact information. But it is an optional step: | ||
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