Vendor Portal

This module lets purchasing teams send requests for quotation to several vendors and collect their prices through the Odoo portal. Buyers create a vendor RFQ with a product, quantity and closing date, invite registered vendors, compare the quotes and turn the winning one into a purchase quotation. Vendors log in to the portal to submit their price and delivery date. It plugs into Purchase, Portal and Email. The benefit is a transparent, paperless tendering process.

1. 1

   Register vendors for the portal

   On the partner form a Register Vendor smart button opens a wizard that creates a portal user for the vendor and can send a password-reset link. An email address is required or a validation error is shown. Registered vendors get an Is Registered Vendor flag and a filter in the Vendors menu.

   • Wizard: create portal user
   • Email required
   • Registered Vendors filter
2. 2

   Create a vendor RFQ

   Under Vendor Portal > Vendor Quotations the buyer creates an RFQ with product, quantity, UoM, estimated quote, delivery date, closing date and a set of vendors. The reference comes from a sequence. Chatter and activities are available.

   • Product, quantity, UoM
   • Closing and delivery dates
   • Vendor tags
3. 3

   Send the RFQ to vendors

   The Send by Mail button emails each selected vendor using a template, and the Pending button moves the RFQ to In Progress. The status bar shows Draft, In Progress and Done. A cron job closes RFQs after the closing date.

   • Buttons: Send by Mail, Pending
   • Statuses: Draft, In Progress, Done
   • Cron closes overdue RFQs
4. 4

   Vendor submits a quote in the portal

   The vendor opens the RFQ in the portal and submits a price, estimate date and note. Each submission is stored in Vendor Quote History with the price and currency. Configurable messages confirm submission, acceptance or rejection.

   • Price, estimate date, note
   • Quote history record
   • Configurable portal messages
5. 5

   Pick the best quote

   The Done button opens a wizard listing the vendor quotes with price and estimate date so the buyer picks the winner. The chosen vendor is stored as Approved Vendor and the RFQ is closed.

   • Wizard lists quotes
   • Approved Vendor recorded
   • RFQ closed
6. 6

   Create the purchase quotation

   The Create Quotation button generates a Purchase quotation for the approved vendor, and a smart button opens the linked order. Settings choose whether RFQs are completed by date or manually. Buyers then follow the normal purchase flow.

   • Button: Create Quotation
   • Smart button to the order
   • Settings: done based on

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