Supplier Relationship Management (SRM)
Supplier relationship management: Pipeline, Call to tender, Purchase Team.
Supplier Relationship Management
Manage and maintain your relationship with supplier
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not propose any SRM module.
CLUEDOO BEHAVIOR
Based on CRM principle, you can manage your suppliers for different are:
- Call to tender management with pre-planned activities.
- Automatic & manual notations.
- Certification & audit follow-up.
- Notation manual or automatic.
- Supplier qualification based on configurable conditions.
- Supplier pipeline.
MODULE+
Open apps to choose your strategy to manage supplier relationship: call to tender oriented, ranking, audit,...
CLUEDOO RECOMMENDATION
In addition of all the features proposed in this app, SRM has his own dedicated apps in order to put Supplier Relationship as a key topic in the company organization. As CRM on customer side, it's fully required to manage the relationship with your supplier and not only send order - make payments. It's the foundation for a long term collaboration.
OUR FEATURES AS SOLUTION
SRM Pipeline View
Purchase Team
Create proposal
HOW TO USE THIS MODULE ?
Create Purchase Agreement
Employee create Purchase Agreement without putting any Vendor
Proposal
From this Agreement, many proposals from different vendors can be created
Purchase Team Choose Best Proposal
Purchase team can choose the best proposal for that agreement and mark as won then start to create RFQ
On SRM → Configuration → Settings, we can have Proposals option to add a qualification step before creating an agreement
On Purchase Teams, we can create a purchase team and set it to be shown on Proposals and on Pipeline
On Proposals menu, we can create a proposal. Give proposal name, set purchase team and fill other information
If we convert to agreement, it will show the wizard and we can set other information such as Responsible and Purchase Team, then click create agreement.
After clicking Convert to Agreement, you can find it on Pipeline.
