Overview

This app extends the standard Request for Quotation (RFQ) functionality in ERPNext by introducing enhancements to streamline the procurement process. It enables committee bid openings and the creation of committee notes based on predefined templates.

Configuration

• Navigate to RFQ Opening Settings and configure the necessary parameters.

• Set up the Quotation Opening and Evaluation committees under the Committee DocType, and select the templates to which the committees apply by ticking the necessary checkbox.

Usage

Create an RFQ

Go to Request for Quotation and create a new RFQ. Select the Quotation Opening Committee, specify the closing date, closing time, and minimum expected quotes. Add the suppliers who will receive the RFQ, include the items, then save and submit. When RFQs are sent to suppliers, a ToDo record is created for each committee member. On the opening date and time, committee members can access their ToDo records and open the submitted quotes against the RFQ.

Supplier Quotations Opening

Once the closing date and time for the RFQ are reached, committee members can access the RFQ and open the submitted quotes. Supplier quotations become accessible only after the minimum required number of members has opened them, as set for the RFQ.

Create Committee Note

Navigate to the Committee Note and create a new entry. Select the specific RFQ for which you want to create the Committee Note, choose the note type, and set the date (which defaults to today). The quotation opening committee will be fetched automatically from the selected RFQ. Three types of committee notes can be created from predefined templates:

• Opening Minutes: Records of the quotation opening committee's proceedings.

• Committee Register: A register of members present during the evaluation.

• Evaluation Minutes: Minutes documenting the evaluation of supplier quotations.

Manual Installation

Using bench, install ERPNext as mentioned here.

Once ERPNext is installed, add rfqopeningprocess app to your bench by running

$ bench get-app https://github.com/navariltd/rfq_opening_process.git

After that, you can install rfqopeningprocess app on required site by running

$ bench --site [site.name] install-app rfq_opening_process

Frappe Cloud Installation

Installation Steps

1. Log in to Frappe Cloud

   • Visit Frappe Cloud and sign in.

2. Setup a bench.

3. Go to the Apps Section of your bench

   • Open the bench dashboard and click on the Apps tab. Click on Add App and add RFQ Opening Process from marketplace or from GitHub.

   • Deploy the app.

4. On your bench, create a new site

5. Go to the Apps Section of your site

   • Browse available apps or search for RFQ Opening Process.

6. Click Install

   • Select the app and click the Install button.

7. Wait for Installation

   • The installation process will take a few moments. Once complete, the app will be available on your site.

8. Verify Installation

   • Open your site, navigate to the Modules section, and check if the app appears in the list.

License

GNU General Public License (v3)

Contact

For inquiries or support, please contact us at [support@navari.co.ke]