Supplier Relationship Management (SRM)

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    Supplier Relationship Management

    Manage and maintain your relationship with supplier 

    Story behind this module

    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's 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 organisation.  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 feature 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 Create Agreement, you can find it on Pipeline.