odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.md

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+---
+title: "Procurement expenses report"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.html"
+---
+
+===========================
+# Procurement expenses report
+
+.. |RFQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RFQs| replace:: :abbr:`RfQs (Requests for Quotation)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+.. |per| replace:: procurement expenses report
+
+With the *Purchase* application, users can monitor procurement expenses over time. This report helps
+companies track and analyze spending, identify cost-saving opportunities, and ensure efficient
+budget management.
+
+# Create procurement expenses report
+
+To create a |per|, first navigate to :menuselection:`Purchase app --> Reporting --> Purchase` to
+open the :guilabel:`Purchase Analysis` dashboard.
+
+By default, the dashboard displays a line chart overview of the :guilabel:`Untaxed Total` of
+:guilabel:`Purchase Orders` (POs) with a :guilabel:`Confirmation Date` for the current month, or of
+Requests for Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*.
+
+## Add filters and groups
+
+On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon to switch to pivot view.
+
+> **tip**:
+>    While the |per| can also be :ref:`viewed <purchase/view-results>` as a :icon:`fa-bar-chart`
+   :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart`
+   :guilabel:`(pie chart)`, the pivot view provides the most detailed view of the data, and is the
+   recommended starting point.
+
+Remove any default filters from the :guilabel:`Search...` bar. Then, click the |caret| to open the
+drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns.
+
+> **note**:
+>    Unless otherwise specified, the report displays data from both |RFQs| and |POs|. This can be
+   changed by selecting either :guilabel:`Requests for Quotation` or :guilabel:`Purchase Orders`
+   under the :guilabel:`Filters` column.
+
+Under the :guilabel:`Filters` column, select a time frame to use for comparison. The report can be
+filtered by either :guilabel:`Order Date` or :guilabel:`Confirmation Date`. Choose one from the
+list, and click the |caret| to specify the date range, either by month, quarter, or year.
+
+Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. Then, select
+:guilabel:`Product Category`, which is also located in the :guilabel:`Group By` column.
+
+> **note**:
+>    The selections under the :guilabel:`Group By` heading can be altered, depending on the needs of
+   the individual company. For example, selecting :guilabel:`Product`, instead of :guilabel:`Product
+   Category`, provides a more in depth look at the performance of specific items, in place of an
+   entire category.
+
+Next, make a selection under the :guilabel:`Comparison` heading that appears. These options are only
+available after the date range is selected under the :guilabel:`Filters` column, and vary based on
+that range. :guilabel:`Previous Period` adds a comparison to the previous period, such as the last
+month or quarter. :guilabel:`Previous Year` compares the same time period from the previous year.
+
+> **note**:
+>    While multiple time-based filters can be added at once, only one comparison can be selected at a
+   time.
+
+.. figure:: procurement_expenses_report/filters-groups.png
+   :align: center
+   :alt: The drop-down menu of filters, group by and comparison options for the procurement expenses
+         report.
+
+   The filter for Q2, comparison for **Previous Period**, and group-by for **Vendor** and **Product
+   Category** were selected.
+
+## Add measures
+
+After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Comparison` settings,
+click out of the drop-down menu.
+
+By default, the report displays data with the following measures: :guilabel:`Order`,
+:guilabel:`Total`, :guilabel:`Untaxed Total`, and :guilabel:`Count`. Click :guilabel:`Measures` at
+the top-left to open the drop-down list of available measures.
+
+Click the following specific measures to include additional columns for the procurement expenses
+report:
+
+- :guilabel:`Total` and :guilabel:`Untaxed Total`: can include one or both measures. These are
+  included for overall spending analysis.
+- :guilabel:`Average Cost`: included to evaluate cost efficiency.
+- :guilabel:`Days to Confirm` and :guilabel:`Days to Receive`: used to assess supplier performance.
+- :guilabel:`Qty Ordered` and :guilabel:`Qty Received`: used to understand order efficiency.
+- :guilabel:`Qty Billed` and :guilabel:`Qty to be Billed`: used to track order accuracy.
+
+> **tip**:
+>    Additional measures can be included in the report, if desired, to provide additional insights.
+   For example, :guilabel:`Gross Weight` and :guilabel:`Volume` may be included for further
+   logistics and management analysis.
+
+After selecting all necessary measures, click out of the drop-down menu.
+
+.. _purchase/view-results:
+
+# View results
+
+After all of the filters and measures have been selected, the report generates in the selected view.
+
+.. image:: procurement_expenses_report/sample-per-report.png
+   :align: center
+   :alt: A sample version of the procurement expenses report.
+
+Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet format
+within the *Documents* app.
+
+> **important**:
+>    The :guilabel:`Insert in Spreadsheet` option is **only** available if the *Documents Spreadsheet*
+   module is installed.
+
+> **note**:
+>    The |per| is also available in graph view. Click the :icon:`fa-area-chart` :guilabel:`(area
+   chart)` icon to change to graph view. Click the corresponding icon at the top of the report to
+   switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line
+   chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`.
+
+.. seealso::
+   To save this report as a *favorite*, see :ref:`search/favorites`.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.md

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+---
+title: "Vendor costs report"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.html"
+---
+
+===================
+# Vendor costs report
+
+.. |RFQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RFQs| replace:: :abbr:`RfQs (Requests for Quotation)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+
+With the *Purchase* application, users can track the fluctuation of vendor costs over time. This
+allows users to identify the most expensive vendors, and track seasonal changes.
+
+# Create vendor costs reports
+
+To create a vendor costs report, first navigate to :menuselection:`Purchase app --> Reporting -->
+Purchase` to open the :guilabel:`Purchase Analysis` dashboard. By default, the dashboard displays a
+line chart overview of the :guilabel:`Untaxed Total` of POs (Purchase Orders) with a
+:guilabel:`Confirmation Date` for the current month, or of RFQs (Requests for Quotation) with a
+status of *Draft*, *Sent, or *Cancelled*.
+
+.. _purchase/vender-cost-report-filters:
+
+## Add filters and groups
+
+On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon to switch to pivot view.
+
+Remove any default filters from the :guilabel:`Search...` bar. Then, click the |caret| to open the
+drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns.
+
+> **note**:
+>    Unless otherwise specified, the report displays data from both |RFQs| and |POs|. This can be
+   changed by selecting either :guilabel:`Requests for Quotation` or :guilabel:`Purchase Orders`
+   under the :guilabel:`Filters` column.
+
+Under the :guilabel:`Filters` column, select a date range to use for comparison. The report can be
+filtered by either :guilabel:`Order Date` or :guilabel:`Confirmation Date`. Choose one from the
+list, and click the |caret| to specify the date range, either by month, quarter, or year.
+
+Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. Then, select
+:guilabel:`Product`, which is also located in the :guilabel:`Group By` column.
+
+> **note**:
+>    Selecting :guilabel:`Product` is **not** required for this report. However, it is recommended, as
+   it provides additional insight into the performance of individual vendors. Additional selections
+   can be made under the :guilabel:`Group by` heading as well, including :guilabel:`Product
+   Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`.
+
+   To ensure the report is generated correctly, make sure that :guilabel:`Vendor` is the **first**
+   selection made under the :guilabel:`Group By` column.
+
+Next, make a selection under the :guilabel:`Comparison` heading. These options are only available
+after the date range is selected under the :guilabel:`Filters` column, and vary based on that range.
+:guilabel:`Previous Period` adds a comparison to the previous period, such as the last month or
+quarter. :guilabel:`Previous Year` compares the same time period from the previous year.
+
+> **note**:
+>    While multiple time-based filters can be added at once, only one comparison can be selected at a
+   time.
+
+.. image:: vendor_costs_report/filters-groups.png
+   :align: center
+   :alt: The drop-down menu of filters, group by and comparison options for the vendor costs report.
+
+## Add measures
+
+After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Comparison` settings,
+click out of the drop-down menu.
+
+By default, the report displays with the following measures: :guilabel:`Order`, :guilabel:`Total`,
+:guilabel:`Untaxed Total`, and :guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open
+the drop-down list of available measures. Click :guilabel:`Average Cost` to add it to the report.
+Select any additional measures to add to the report, or click on any of the already selected
+measures to remove them, if desired.
+
+> **tip**:
+>    It is recommended to run the report with at least :guilabel:`Average Cost`, :guilabel:`Total`, or
+   :guilabel:`Untaxed Total` selected from the :guilabel:`Measures` list. Additional measures, such
+   as :guilabel:`Days to Receive`, can be added to provide additional insights.
+
+# View results
+
+After all of the :ref:`filters and measures have been selected
+<purchase/vender-cost-report-filters>`, the report generates in the pivot view. Click
+:guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet format within
+the *Documents* app.
+
+> **important**:
+>    The :guilabel:`Insert in Spreadsheet` option is only available if the *Documents Spreadsheet*
+   module is installed.
+
+.. image:: vendor_costs_report/sample-vendor-report.png
+   :align: center
+   :alt: A sample of a vendor costs report with the measures set as total and average costs.
+
+> **note**:
+>    The vendor costs report is also available in *graph* view. Click the :icon:`fa-area-chart`
+   :guilabel:`(area chart)` icon to change to graph view. Click the corresponding icon at the top of
+   the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart`
+   :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`.
+
+.. seealso::
+   To save this report as a *favorite*, see :ref:`search/favorites`.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/advanced.md

@@ -0,0 +1,16 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/advanced.html"
+---
+
+:nosearch:
+# 
+# Advanced
+
+.. toctree::
+   :titlesonly:
+
+   advanced/analyze
+   advanced/vendor_costs_report
+   advanced/procurement_expenses_report
+   advanced/edi

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.md

@@ -0,0 +1,185 @@
+---
+title: "Blanket orders"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.html"
+---
+
+==============
+# Blanket orders
+
+.. _purchase/manage_deals/blanket-orders:
+
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |UoM| replace:: :abbr:`UoM (Unit of Measure)`
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)`
+
+Blanket orders are long-term purchase agreements between a company and a vendor to deliver products
+on a recurring basis with predetermined pricing.
+
+Blanket orders are helpful when products are consistently purchased from the same vendor, but in
+different quantities, and at different times.
+
+By simplifying the ordering process, blanket orders not only save time, they also save money, since
+they can be advantageous when negotiating bulk pricing with vendors.
+
+# Create a new blanket order
+
+To create blanket orders, enable the *Purchase Agreements* feature from the *Purchase* app settings.
+Navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and under the
+:guilabel:`Orders` section, click the checkbox for :guilabel:`Purchase Agreements`. Then click
+:guilabel:`Save` to implement the changes.
+
+> **note**:
+>    In addition to creating blanket orders, the *Purchase Agreements* setting also allows users to
+   create alternative requests for quotation (RfQs).
+
+.. image:: blanket_orders/blanket-orders-enabled-setting.png
+   :align: center
+   :alt: Purchase Agreements enabled in the Purchase app settings.
+
+To create a blanket order, go to :menuselection:`Purchase app --> Orders --> Blanket Orders`, and
+click :guilabel:`New`. This opens a new blanket order form.
+
+Configure the following fields in the new blanket order form to establish predetermined rules for
+the recurring long-term agreement:
+
+- :guilabel:`Purchase Representative`: the user assigned to this specific blanket order. By default,
+  this is the user who created the agreement; the user can be changed directly from the drop-down
+  menu next to this field.
+- :guilabel:`Agreement Type`: the type of purchase agreement this blanket order is classified as. In
+  Odoo, blanket orders are the only official purchase agreement.
+- :guilabel:`Vendor`: the supplier to whom this agreement is tied, either once or on a recurring
+  basis. The vendor can be selected directly from the drop-down menu next to this field.
+- :guilabel:`Currency`: the agreed-upon currency to be used for this exchange. If multiple
+  currencies have been activated in the database, the currency can be changed from the drop-down
+  menu next to this field.
+- :guilabel:`Agreement Deadline`: the date that this purchase agreement will be set to expire on. If
+  this blanket order should not expire, leave this field blank.
+- :guilabel:`Ordering Date`: the date that this blanket order should be placed on if a new quotation
+  is created directly from the blanket order form. If a new quotation is created, this value
+  automatically populates the *Order Deadline* field on the |RfQ|.
+- :guilabel:`Delivery Date`: the expected delivery date that the products included in an |RfQ| are
+  expected, if created directly from a blanket order form. If a new quotation is created, this value
+  automatically populates the *Expected Arrival* field on the |RfQ|.
+- :guilabel:`Source Document`: the source purchase order (PO) that this blanket order is tied to. If
+  this blanket order should not be tied to any existing |PO|, leave this field blank.
+- :guilabel:`Company`: the company assigned to this specific blanket order. By default, this is the
+  company that the user creating the blanket order is listed under. If the database is not a
+  multi-company database, this field **cannot** be changed, and defaults to the only company listed
+  in the database.
+
+.. image:: blanket_orders/blanket-orders-new-agreement.png
+   :align: center
+   :alt: New blanket order purchase agreement with added products.
+
+Once all relevant fields have been filled out, click :guilabel:`Add a line` to add products under
+the :guilabel:`Product` column. Then, in the :guilabel:`Quantity` column, change the quantity of
+each product, and set a price in the :guilabel:`Unit Price` column.
+
+> **important**:
+>    When adding products to a new blanket order, the pre-existing prices of products are not
+   automatically added to the product lines. Instead, the prices **must** be manually assigned, by
+   changing the value in the :guilabel:`Unit Price` column to an agreed-upon price with the listed
+   vendor. Otherwise, the price will remain `0`.
+
+To view and change the default purchase agreement settings for blanket orders directly from the
+blanket order form, click the :guilabel:`➡️ (right arrow)` icon that becomes visible when hovering
+over the :guilabel:`Agreement Type` field, where :guilabel:`Blanket Order` is listed. This navigates
+to the blanket order settings.
+
+.. image:: blanket_orders/blanket-orders-internal-link-arrow.png
+   :align: center
+   :alt: Internal link arrow next to Agreement Type field on blanket order form.
+
+From here, the settings for blanket orders can be edited. Under the :guilabel:`Agreement Type`
+section, the name of the :guilabel:`Agreement Type` can be changed, and the :guilabel:`Agreement
+Selection Type` can be changed, as well. There are two options that can be activated for the type of
+selection:
+
+- :guilabel:`Select only one RfQ (exclusive)`: when a purchase order is confirmed, the remaining
+  purchase orders are cancelled.
+- :guilabel:`Select multiple RfQ (non-exclusive)`: when a purchase order is confirmed, remaining
+  purchase orders are **not** cancelled. Instead, multiple purchase orders are allowed.
+
+Under the :guilabel:`Data For New Quotations` section, the :guilabel:`Lines` and
+:guilabel:`Quantities` fields can be edited. Doing so sets how new quotations should be populated
+when using this purchase agreement.
+
+.. image:: blanket_orders/blanket-orders-edit-agreement-type.png
+   :align: center
+   :alt: Purchase Agreement type edit screen for blanket orders.
+
+There are two options that can be activated for :guilabel:`Lines`:
+
+- :guilabel:`Use lines of agreement`: when creating a new quotation, the product lines pre-populate
+  with the same products listed on the blanket order, if said blanket order is chosen for the new
+  quotation.
+- :guilabel:`Do not create RfQ lines automatically`: when creating a new quotation, **and**
+  selecting an existing blanket order, the settings carry over to the new quotation, but the product
+  lines do **not** populate.
+
+And, there are two options that can be activated for :guilabel:`Quantities`:
+
+- :guilabel:`Use quantities of agreement`: when creating a new quotation, the product quantities
+  listed on the blanket order pre-populate on the product lines, if said blanket order is chosen for
+  the new quotation.
+- :guilabel:`Set quantities manually`: when creating a new quotation, **and** selecting an existing
+  blanket order, the product lines pre-populate, but all quantities are set to `0`. The quantities
+  **must** be manually set by the user.
+
+Once any desired changes have been made, click :guilabel:`New` (via the breadcrumbs, at the top of
+the page) to navigate back to the blanket order form. Then, click :guilabel:`Confirm` to save this
+new purchase agreement.
+
+Once confirmed, the blanket order's stage (in the upper-right corner) changes from :guilabel:`Draft`
+to :guilabel:`Ongoing`, meaning this agreement can be selected and used when creating new |RfQs|.
+
+> **tip**:
+>    After creating and confirming a blanket order, products, quantities, and prices can still be
+   edited, added, and removed from the purchase agreement.
+
+# Create a new |RfQ| from the blanket order
+
+After confirming a blanket order, new quotations can be created directly from the blanket order
+form. |RfQs| using this form are pre-populated with information based on the rules set in the form.
+Additionally, new quotations are automatically linked to this blanket order form, via the
+:guilabel:`RFQs/Orders` smart button at the top-right of the form.
+
+To create a new quotation from the blanket order form, click the :guilabel:`New Quotation` button.
+This opens a new |RfQ|, that is pre-populated with the correct information, depending on the
+settings configured on the blanket order form.
+
+From the new |RfQ| form, click :guilabel:`Send by Email` to compose and send an email to the listed
+vendor. Click :guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once ready,
+click :guilabel:`Confirm Order` to confirm the |PO|.
+
+.. image:: blanket_orders/blanket-orders-new-quotation.png
+   :align: center
+   :alt: New quotation with copied products and rules from blanket order.
+
+Once the |PO| has been confirmed, click back to the blanket order form (via the breadcrumbs, at the
+top of the page). From the blanket order form, there is now one |RfQ| listed in the
+:guilabel:`RFQs/Orders` smart button at the top-right of the form. Click the :guilabel:`RFQs/Orders`
+smart button to see the |PO| that was just created.
+
+.. image:: blanket_orders/blanket-orders-rfq-smart-button.png
+   :align: center
+   :alt: RFQs and Orders smart button from blanket order form.
+
+# Replenishment
+
+Once a blanket order is confirmed, a new vendor line is added under the :guilabel:`Purchase` tab of
+the products included in the order.
+
+This makes blanket orders useful with :doc:`automated replenishment
+<../../purchase/products/reordering>`, because information about the :guilabel:`Vendor`,
+:guilabel:`Price`, and the :guilabel:`Agreement` are referenced on the vendor line. This information
+dictates when, where, and at what price the product should be replenished.
+
+.. image:: blanket_orders/blanket-orders-product-form.png
+   :align: center
+   :alt: Product form with replenishment agreement linked to blanket order.
+
+.. seealso::
+   :doc:`calls_for_tenders`