• Tender Management - Portal
  • Join us and help disrupt the enterprise market!

  • Home

  • About Module


    Nowadays in a competitive market, several vendors sell the same products and everyone has their price so it will difficult to manage multiple tenders list at a time even in odoo there is no kind of feature where you can manage multiple tenders & RFQ's in a single list. Here the vendor can change the price from portal or website for tenders & RFQ's. Using this module you can easily confirm, cancel tender RFQs. This module provides many stages for manage tender like Draft, Confirm, Bid Selection, Close, Cancel, etc. You can see tender portal details from RFQ. You can communicate in chatter. This module helps in the online signature in the RFQ at the portal. You send RFQ and vendor view it, they accept and sign online. You can download a purchase tender PDF report. You can easily send a tender pdf report to your partner's email. All changes automatically update in odoo backend. You can print "Purchase Tender" & "Analyze Quotations" PDF report.




    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_po_tender_portal’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_po_tender_portal’.

    7) Click on ‘Install’ to install it.

    Workflow


    "Tender Management - Portal" includes the "Purchase Tender Management" module also, you can see that from the below links.


    Features


    • 1) Easy to get a quotation from multiple vendors.
    • 2) Vendors can update the price for quotations(RFQs).
    • 3) Vendors can see the tender list and apply for quotation(RFQs).
    • 4) Vendors can see their Quotations(RFQs).
    • 5) Update Bid In Purchase Tender.
    • 6) Easy to manage multiple tenders in a single list.
    • 7) All changes automatically update in odoo backend.
    • 8) You can do the online signature in RFQ.
    • 9) You can communicate in chatter.
    • 10) You can see tender details directly from RFQ.
    • 11) You can download the purchase tender report.
    • 12) No special configuration required, install it, use it.
    • 13) This module saves your important time.
    • 14) It reduces human efforts.

    Workflow


    In my account select purchase tenders.

    For add or update bid press on the "Add/Update Bid" button.

    Press the "Download" button to download the purchase tender report.

    You can communicate in the chatter.

    Press on the "Add/Update Bid" button to edit the unit price.

    You can edit the unit price from here, currently, the unit price is empty.

    Now we open the backend.

    You can see in the backend unit price is empty means 0(Zero).

    Here using the download button you can download the purchase tender PDF report, If you click on the tender link you can see tender details & You can change the unit price.

    Updated bid message looks like below, After successfully bid updated, you can edit it from the "Edit Bid" button.

    Unit price changed in odoo backend.

    Press the button "Accept & Sign" for online signature in the RFQ.

    After that one wizard opens, writes name & for the signature, you have 3 options: Draw, Auto & Load. After the press button "Accept Sign.

    The backend will be updated with the signature & full details.



    Features


    • 1) Update product price in RFQ (Request For Quotation).
    • 2) You can do the online signature in RFQ.
    • 3) You can sort by RFQ by newest, name & total.
    • 4) You can communicate in RFQ chatter.
    • 5) You can see tender details directly from RFQ.
    • 6) You can download the purchase quotation report.
    • 7) Easy to manage multiple RFQ.
    • 8) The vendor will get his/her all RFQ list.
    • 9) You can sort filter purchase orders by all, request for quotation & sent.
    • 10) All changes automatically update in odoo backend.
    • 11) No special configuration required, install it, use it.
    • 12) This module saves your important time.
    • 13) It reduces human efforts.

    Workflow


    In my account select RFQ (Request For Quotation).

    If you click the tender link you can see direct tender details.

    The tender view looks like this.

    You can sort by RFQ by newest, name & total.

    You can sort filter purchase orders by all, request for quotation & sent.

    Here, we open P00021 number RFQ, using the download button you can download the purchase quotation report, If you click on the tender link you can see tender details & You can change the unit price.

    You can communicate in RFQ chatter.

    Press the button "Accept & Sign" for online signature in the RFQ.

    After that one wizard opens, writes name & for the signature, you have 3 options: Draw, Auto & Load. After the press button "Accept Sign.

    The backend will be updated with the signature & full details.

    You can edit the unit price from here after that press on the "Update Bid" button.

    Now updated bid message looks like below.

    Unit price changed in odoo backend.

    After successfully bid updated, you can edit it from the "Edit Bid" button.

    The bid is updated.

    Support

    You will get free support and assistance in case of any issues