Use case - Selling Opportunity -> Supplier Request for Quotation

ERPNext User Forum
1
Hi,

I'm looking for suggestions on how best to support this use case with ERPNext;

Context is a contract manufacturer. 
  1. A customer asks for a quotation for a job.
  2. Sales user creates a new opportunity with the details of the job.
  3. Generates a Material Request record (?) and sends it to N Suppliers as a Request for Quotation.
  4. When each supplier replies with quotation, users inputs each supplier quotation as a 'Supplier Quotation'
  5. Sales person calculates customer price, updates Opportunity, Client accepts and places order.
  6. Sales user converts Opportunity to Sales Order
  7. From Sales Order user creates Purchase order, that is populated from the chosen supplier quotation.

Has anybody implemented this sort of work flow before? Any comments or plans?

Thanks,
-Jev



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2
Hello Jev,

You will need to adapt to workaround to map explained workflow with ERPNext. Please check my replies below.
  1. A customer asks for a quotation for a job.
  2. Sales user creates a new opportunity with the details of the job.

    Sales user creates Opportunity for that Customer. Quotation can be created against the Opportunity.
  1. Generates a Material Request record (?) and sends it to N Suppliers as a Request for Quotation.

    Opportunity is not directly linked with Material Request. You will need to reselect items in Material Request. However, you can link Opportunity by inserting custom link field in the Material Request form.

  2. When each supplier replies with quotation, users inputs each supplier quotation as a 'Supplier Quotation'.

    Available. You can create multiple Supplier Quotation against one Material Request.
  1. Sales person calculates customer price, updates Opportunity, Client accepts and places order.

    At this stage, user will convert Opportunity into Quotation, if not yet created. This quotation will be sent to customer, against order confirmation will be received.

  2. Sales user converts Opportunity to Sales Order

    Quotation will be converted into Sales Order.

    Opportunity >> Quotation >> Sales Order

  3. From Sales Order user creates Purchase order, that is populated from the chosen supplier quotation.

    You can create Purchase Order from Supplier Quotation which was used to determine selling price of an item.

    Items cannot be directly pulled from Sales Order to Purchase Order, but via Material Receipt. But in this case, Material receipt and Supplier Quotation will be created before Sales Order is generated. Hence, details in Purchase Order can be pulled from Supplier Quotation.


On Mon, Jan 6, 2014 at 4:36 AM, Jev Björsell <eb...@gmail.com> wrote:
Hi,

I'm looking for suggestions on how best to support this use case with ERPNext;

Context is a contract manufacturer.
  1. A customer asks for a quotation for a job.
  2. Sales user creates a new opportunity with the details of the job.
  3. Generates a Material Request record (?) and sends it to N Suppliers as a Request for Quotation.
  4. When each supplier replies with quotation, users inputs each supplier quotation as a 'Supplier Quotation'
  5. Sales person calculates customer price, updates Opportunity, Client accepts and places order.
  6. Sales user converts Opportunity to Sales Order
  7. From Sales Order user creates Purchase order, that is populated from the chosen supplier quotation.

Has anybody implemented this sort of work flow before? Any comments or plans?

Thanks,
-Jev



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Thanks and Regards,

Umair Sayyed
www.erpnext.com

3

Hi,

Can you do a video of this kind of workflow. Am working on something similar