# Requests for quotation

> Odoo's requests for quotation (RFQs) feature in the Purchase app standardizes ordering products from multiple vendors with varying prices and delivery times.

Fonte: https://docs.kmee.com.br/en/odoo/18.0/modules/compras/solicitacao-de-cotacao/

Odoo's requests for quotation (RFQs) feature in the **Purchase** app standardizes ordering products from multiple vendors with varying prices and delivery times.

RFQs are documents companies send to vendors requesting product pricing. In Odoo, once the vendor approves the RFQ, the purchase order (PO) is confirmed to align on lead times and pricing.

## Configuration

### Product

To auto-populate product information and prices on an RFQ, configure products by going to **Purchase app -> Products -> Products**. Select an existing product, or create a new one by selecting **New**. Doing so opens the product form, where sales and purchasing data can be configured.

To configure purchasable products, tick the **Purchase** checkbox, under the product name. Next, go to the **Inventory** tab, and enable the **Buy** route.

Important

The **Inventory** tab and routes are only visible if using the Inventory app.

See also

Configure product types and track quantities

![Required configuration for purchasable products.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/rfq/product-vendor-pricelist-config.png)

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### Vendor pricelist

In the **Purchase** tab of the product form, click **Add a line** to input the vendor and their price, to have this information auto-populate on an RFQ each time the product is listed.

See also

Import vendor pricelist

Default columns include **Quantity**, **Unit Price**, and **Delivery Lead Time**, but other columns like, **Vendor Product Code** or **Discount (%)**, can also be enabled.

To enable or disable columns, click the ☷ **(additional options)** icon on the right side of the header row to reveal a drop-down menu of additional columns that can be added (or removed) from the **Purchase** tab.

Note

Alternatively, prices and delivery lead times for existing products can be added by going to **Purchase app -> Configuration -> Vendor Pricelists**. Click **New** in the top-left corner. In the **Vendor** section of the pricelist form that appears, add the product information as it pertains to the vendor.

## Order products

With products and prices configured, follow these steps to create and send RFQs to make purchases for the company.

### RFQ dashboard

To get started, navigate to **Purchase app -> Orders -> Requests for Quotation**.

The **Requests for Quotation** dashboard displays an overview of the company's RFQs, POs, and their status. The top of the screen breaks down all RFQs in the company, as well as individual ones (where the user is the buyer) with a summary of their status.

The top-right corner also provides a report of the company's recent purchases by total value, lead times, and number of RFQs sent.

Additionally, the dashboard includes buttons for:

- **To Send**: orders in the RFQ stage that have not been sent to the vendor.
- **Waiting**: RFQs that have been sent by email, and are waiting on vendor confirmation.
- **Late**: RFQs or POs where the **Order Deadline** has passed.

![RFQ dashboard with orders and order statuses.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/rfq/rfq-dashboard.png)

In addition to view options, the **Requests for Quotation** dashboard provides **Filters** and **Group By** options, accessible via the search bar drop-down menu.

See also

[Search, filter, and group records](https://docs.kmee.com.br/en/odoo/18.0/modules/primeiros-passos/pesquisar-e-filtrar-registros/)

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### Create a new RFQ

To create a new RFQ, click the **New** button on the top-left corner of the **Requests for Quotation** dashboard to reveal a new PO form.

Start by assigning a **Vendor**.

The **Vendor Reference** field points to the sales and delivery order numbers sent by the vendor. This comes in handy once products are received, and the PO needs to be matched to the delivery order.

With the [Purchase Agreements feature](https://docs.kmee.com.br/en/odoo/18.0/modules/compras/contratos-de-compra-com-fornecedores/) activated, the **Blanket Order** field appears, referring to long-term purchase agreements on recurring orders with set pricing. To view and configure blanket orders, head to **Purchase app -> Orders -> Purchase agreements**.

Important

The **Purchase agreements** view only appears if the **Blanket Order** setting is enabled. To do so, navigate to **Purchase app -> Configuration -> Settings**, then tick the **Blanket Orders** checkbox.

Next, configure an **Order Deadline**, which is the date by which the vendor must confirm their agreement to supply the products.

Note

After the **Order Deadline** is exceeded, the RFQ is marked as late, but the products can still be ordered.

**Expected Arrival** is automatically calculated based on the **Order Deadline** and vendor lead time. Tick the checkbox for **Ask confirmation** to ask the vendor to confirm the shipping date by email.

With the Storage Locations feature activated, the **Deliver to** field appears, which specifies which warehouse operation (set in the **Inventory** app) is used to receive the shipment.

Select the receiving warehouse address here, or select **Dropship** to indicate that this order is to be shipped directly to the end customer. When **Dropship** is selected, the **Dropship address** field is enabled. Contact names auto-populate here from the **Contacts** app.

Important

The **Dropship** options only appear if the **Dropshipping** setting is enabled in the **Inventory** app. To do so, navigate to **Inventory app -> Configuration -> Settings**, then tick the **Dropshipping** checkbox.

Tip

To create RFQs using different currencies, each currency needs to be enabled in the **Invoicing** app settings. See Foreign currencies to learn more.

#### Products tab

In the **Products** tab, add the products to be ordered. Click **Add a product**, and type in the product name, or select the item from the drop-down menu.

To create a new product and add it, type the new product name in the **Product** column, select **Create \[product name]** from the resulting drop-down menu and manually add the unit price. Alternatively, select **Create and edit...** to be taken to the product form for that new item.

**Catalog** can also be selected to navigate to a product menu from the chosen vendor. From here, products can be added to the cart.

Note

To make adjustments to products and prices, access the product form by clicking the oi-arrow-right **(right arrow)** icon that becomes available upon hovering over the **Product** name.

### Send the RFQ

Clicking **Send by Email** reveals a **Compose Email** pop-up window, with a **Purchase: Request for Quotation** template loaded, ready to send to the vendor's email address (configured in the **Contacts** app).

After crafting the desired message, click **Send**. Once sent, the RFQ moves to the **RFQ Sent** stage.

Clicking **Print RFQ** downloads a PDF of the RFQ.

See also

[Contacts](https://docs.kmee.com.br/en/odoo/18.0/modules/primeiros-passos/contatos/)

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### Confirm order

Clicking **Confirm Order** directly transforms the RFQ into an active PO.

Tip

Odoo tracks communications on each order through the chatter of the PO form. This shows the emails sent between the user and the contact, as well as any internal notes and activities. Messages, notes, and activities can also be logged on the chatter.

Once an RFQ is confirmed, it creates a PO.

On the new PO, the **Order Deadline** field changes to **Confirmation Date**, which displays the date and time the user confirmed the order.

Depending on the user's chosen configuration in the **Purchase** app settings, a *vendor bill* is created once products have been ordered or received. For more information, refer to the documentation on managing vendor bills.

Note

After an order is placed, clicking **Receive Products** records the reception of new products into the database.

Note

With the **Inventory** app installed, confirming a PO automatically creates a receipt document, with the product information and expected arrival dates automatically populated.

See also

Manage vendor bills