# Create alternative requests for quotation for multiple vendors

> Sometimes, companies might want to request offers from multiple vendors at the same time. Step by step in Odoo 16 with the Brazilian localization, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/modules/compras/cotacoes-alternativas-de-fornecedores/

Sometimes, companies might want to request offers from multiple vendors at the same time, by inviting those vendors to submit offers for similar goods or services all at once. This helps companies to select the cheapest (and fastest) vendors, depending on their specific business needs.

In Odoo, this can be done by adding alternative requests for quotation (RFQs) for different vendors. Once a response is received from each vendor, the product lines from each RFQ can be compared, and a decision can be made for which products to purchase from which vendors.

Sometimes referred to as a *call for tender*, this process is primarily used by organizations in the public sector, who are legally bound to use it when making a purchase. However, private companies can also use alternative RFQs to spend money efficiently, as well.

See also

[Use blanket orders to create purchase agreements with vendors](https://docs.kmee.com.br/en/odoo/enterprise/modules/compras/contratos-de-compra-com-fornecedores/)

## Configure purchase agreement settings

To create alternative RFQs directly from a quotation, the *Purchase Agreements* feature first needs to be enabled in the settings of the *Purchase* app. To do this, go to **Purchase -> Configuration -> Settings**, and under the **Orders** section, click the checkbox next to **Purchase Agreements**. Doing so will enable the ability to create alternative RFQs, as well as the ability to create *blanket orders*.

![Purchase Agreements enabled in the Purchase app settings.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-settings-page.png)

Tip

To save time on a *call for tender*, custom vendors, prices, and delivery lead times can be set in the **Purchase** tab on a product form. To do so, navigate to **Purchase -> Products -> Products**, and select a product to edit. From the product form, click the **Purchase tab**, then click **Add a line**. From the drop-down menu, choose a vendor to set under the **Vendor** column, and set a **Price** and **Delivery Lead Time** if desired. Clicking the **additional options (two-dots)** icon provides additional visibility options to add to the line item.

## Create an RFQ

To create a new RFQ, navigate to the **Purchase** app, and click **New**.

Then, add information to the RFQ form: add a vendor from the drop-down next to the **Vendor** field, and click **Add a product** to select a product from the drop-down menu in the **Product** column. Then, set the desired purchase quantity in the **Quantity** column, and change the purchase price in the **Unit Price** column, if desired.

Clicking the **additional options (two-dots)** icon provides additional visibility options to add to the line item. Repeat these steps to add as many options as desired, including the **UoM** (Units of Measure) to purchase the products in, and the **Expected Arrival** date.

Once ready, click **Send by Email**. This causes a **Compose Email** pop-up window to appear, wherein the message to the vendor can be customized. Once ready, click **Send**. This turns the RFQ into a purchase order (PO), and sends an email to the vendor listed on the purchase order form.

![Compose and send quotation email pop-up.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-email-popup.png)

Note

Sending emails to each vendor can be useful when creating alternative RFQs, because vendors can confirm if their past prices still hold today, which can help companies choose the best offers for them.

## Create alternatives to an RFQ

Once a PO is created and sent by email to a vendor, alternative RFQs can be created and sent to additional, alternate vendors to compare prices, delivery times, and other factors to make a decision from which vendors to order which products.

To create alternative RFQs, click the **Alternatives** tab from the purchase order form, then click **Create Alternative**. When clicked, a **Create alternative** pop-up window appears.

![Calls for tenders pop-up to create alternative quotation.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-alternatives-popup.png)

From this window, select a new/different vendor from the drop-down menu next to the **Vendor** field to assign this alternative quotation to.

Next to this, there is a **Copy Products** checkbox that is selected by default. When selected, the product quantities of the original PO are copied to the alternative. For this first alternative quotation, leave the checkbox checked. Once finished, click **Create Alternative**. This creates (and navigates to) a new PO.

Since the **Create Alternative** checkbox was left checked, this new purchase order form is already populated with the same products, quantities, and other details as the previous, original PO.

Note

When the **Copy Products** checkbox is selected while creating an alternative quotation, additional products do not need to be added on the purchase order form unless desired. However, if a chosen vendor is listed in the **Vendor** column under the **Purchase** tab on a product form included in the purchase order, the values set on the product form carry over to the PO, and have to be changed manually, if desired.

Once ready, create a second alternative quotation by clicking the **Alternatives** tab, and once again, click **Create Alternative**. This causes the **Create alternative** pop-up window to appear again. This time, choose a different vendor from the drop-down menu next to **Vendor**, and this time, *uncheck* the **Copy Products** checkbox. Then, click **Create Alternative**.

Tip

If an alternative quotation needs to be removed from the **Alternatives** tab, they can be individually removed by clicking on the **Remove (X)** icon at the end of their row.

This creates a third, new purchase order. But, since the product quantities of the original PO were *not* copied over, the product lines are empty, and new products need to be added by clicking **Add a product**, and selecting the desired products from the drop-down menu. Once the desired number of products are added, click **Send by Email**.

![Blank alternative quotation with alternatives in breadcrumbs.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-blank-alternative.png)

This causes a **Compose Email** pop-up window to appear, wherein the message to the vendor can be customized. Once ready, click **Send** to send an email to the vendor listed on the purchase order form.

From this newest purchase order form, click the **Alternatives** tab. Under this tab, all three purchase orders can be seen in the **Reference** column. Additionally, the vendors are listed under the **Vendor** column, and the order **Total** and **Status** of the orders are in the rows, as well.

## Link a new RFQ to existing quotations

Creating alternative quotations directly from a purchase order form under the **Alternatives** tab is the easiest way to create and link quotations. However, separate RFQs can also be linked *after* the fact, even if they are created completely separately at first.

To create a new RFQ, navigate to the **Purchase** app, and click **New**.

Then, add information to the RFQ form: add a vendor from the drop-down next to the **Vendor** field, and click **Add a product** to select a product from the drop-down menu in the **Product** column. Then, set the desired purchase quantity in the **Quantity** column, and change the purchase price in the **Unit Price** column, if desired.

Once ready, click **Send by Email**. This causes a **Compose Email** pop-up window to appear, wherein the message to the vendor can be customized. Once ready, click **Send** to send an email to the vendor listed on the purchase order form.

Then, click the **Alternatives** tab once more. Since this new PO was created separately, there are no other orders linked yet. To link this order with the alternatives created previously, click **Link to Existing RfQ** on the first line in the **Vendor** column.

![pop-up to link new quotation to existing RFQs.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-link-existing-rfq.png)

This causes an **Add: Alternative POs** pop-up window to appear. Select the three purchase orders created previously, and click **Select**. All of these orders are now copied to this PO under the **Alternatives** tab.

Tip

If a large number of purchase orders are being processed and the previous POs can't be located, try clicking **Group By -> Vendor** under the search bar at the top of the pop-up window to group by the vendors selected on the previous orders.

## Compare product lines

When there are multiple RFQs linked as alternatives, they can be compared side-by-side in order to determine which vendors offer the best deals on which products. To compare each quotation, go to the **Purchase** app, and select one of the quotations created previously.

Then, click the **Alternatives** tab to see all the linked RFQs. Next, under the **Create Alternative** tab, click **Compare Product Lines**. This navigates to a Compare Order Lines page.

![Compare Product Lines page for alternative RFQs.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-compare-product-lines.png)

The Compare Order Lines page, by default, groups by **Product**. Each product included in any of the RFQs is displayed in its own drop-down, along with all of the PO numbers in the **Reference** column.

Additional columns on this page include the **Vendor** from which products were ordered, the **Status** of the quotation (i.e., RFQ, RFQ Sent); the **Quantity** of products ordered from each vendor; the **Unit Price** per product and **Total** price of the order, and more.

Note

To remove product lines from the Compare Order Lines page, click **Clear** at the far right end of that product line's row. This removes this product as a chooseable option from the page, and changes the **Total** price of that product on the page to **0**. On the purchase order form in which that product was included, its ordered quantity is changed to **0**, as well.

Once the best offers have been identified, at the end of each row, individual products can be selected by clicking **Choose**. Once all the desired products have been chosen, click **Requests for Quotation** (in the breadcrumbs, at the top of the page) to navigate back to an overview of all RFQs.

## Cancel (or keep) alternatives

Now that the desired products have been chosen, based on which vendors provided the best offer, the other RFQs (from which no products were chosen) can be canceled.

Under the **Total** column, at the far right of each row, the orders from which no products were chosen have automatically had their total cost set to **0**. Although they haven't been canceled yet, this means that they can ultimately be canceled without repercussions, *after* the desired purchase orders have been confirmed.

![Canceled quotations in the Purchase app overview.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-canceled-quotes.png)

To confirm a quotation that contains the chosen product quantities, click into one. Then, click **Confirm Order**. This causes an **Alternative Warning** pop-up window to appear. From there, either **Cancel Alternatives** or **Keep Alternatives** can be clicked. If this PO should *not* be confirmed, click **Cancel**.

**Cancel Alternatives** automatically cancels the alternative purchase orders. **Keep Alternatives** keeps the alternative purchase orders open, so they can still be accessed if any additional product quantities need to be ordered. Once all products are ordered, **Cancel Alternatives** can be selected from whichever PO is open.

To view a detailed form of one of the RFQs listed, click the line item for that quotation. This causes an **Open: Alternative POs** pop-up window to appear, from which all details of that particular quotation can be viewed. Click **Close** when finished.

![Keep or cancel pop-up for alternative RFQs.](https://docs.kmee.com.br/odoo/referencias/img/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders/calls-for-tenders-keep-cancel-alternatives.png)

From the **Alternative Warning** pop-up window, click **Keep Alternatives** to keep all alternative quotations open for now. Then, click **Requests for Quotation** (in the breadcrumbs, at the top of the page) to navigate back to an overview of all RFQs.

Click into the remaining quotation(s) that contain products that need to be ordered, and click **Confirm Order**. This causes the **Alternative Warning** pop-up window to appear again. This time, click **Cancel Alternatives** to cancel all other alternative RFQs linked with this quotation.

Finally, click **Requests for Quotation** (in the breadcrumbs, at the top of the page) to navigate back to an overview of all RFQs. The canceled orders can be seen greyed out and listed with a **Cancelled** status under the **Status** column at the far right of their rows.

Now that all product quantities have been ordered, the purchase process can be followed, and continued to completion, until the products are received into the warehouse.