Tender (Bid / RFQ) Management in OpenERP

9,424 views

Published on

Published in: Technology
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
9,424
On SlideShare
0
From Embeds
0
Number of Embeds
6
Actions
Shares
0
Downloads
0
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Tender (Bid / RFQ) Management in OpenERP

  1. 1. Tender Tracking in OpenERP (module developed by Value Matrix in partnership with MillenniumSoft Inc)Business Case: Many companies in India use Tender Process (also known as RFQ or Bids in some countries) to procure products and services. This module helps companies create a Tender, assign and track its progress.
  2. 2. CRM & SRM Module : New tender lead1. Click on CRM &SRM
  3. 3. 2. Click on Tender Lead option. The Tender Lead list appears.
  4. 4. 3. Click on New button, New tender lead form appears.
  5. 5. 4. Enter Tender number field.
  6. 6. 5. Enter Bid sub due date field.
  7. 7. 6. Choose the client name from list, which appeared by clicking searchbutton.
  8. 8. 7. Enter the Project name field.
  9. 9. 8. Enter the General Information fields like Brief scope, Submitted in,Submitted in copy, Warranty details, Tender value, Validity of bid etc.,
  10. 10. 9. Choose Eligibility Criteria option and click on Save Parent Record.
  11. 11. 10. Next click on Create new record button.
  12. 12. 11. Enter Qualification criteria and click on update button to save.
  13. 13. 12. Choose Related cost lines option and click on Create New recordbutton.
  14. 14. 13. Enter Details, Amount, In Favour of, Media of Payment fields andclick on update button to save.
  15. 15. 14. Select Chronological Information and click on Create Newrecord button.
  16. 16. 15. Enter Details, Pre bid, for 2 parts, tech-com-bid fields andclick on update to save.
  17. 17. 16. Select Delivery Components option and click on Create New recordbutton.
  18. 18. 17. Enter Delivery component, PSS, Assoct/vender, Expect value details and click Update to to save.
  19. 19. 18. Select Payment terms and click on Create New record button.
  20. 20. 19. Enter Proposed stage / Deduction and Percentage fields and click on Update to save.
  21. 21. 20. Select Special terms and click on Create New record button.
  22. 22. 21. Enter the Terms and conditions and click on Update to save.
  23. 23. 22. After entering all the fields Click on Confirm Tender button.
  24. 24. 23.Next click on Approve tender button. Tender gets Approved.
  25. 25. 24. After clicking on Approve tender button the tender status changes toApproved.
  26. 26. 25. For Report generation Click on Tender Summary andcompliance.
  27. 27. Tender Summary and Compliance Report
  28. 28. Contact UsRama krishna Mashettysai@millenniumsoft.comwww.millenniumsoft.com

×