How Can We Manage Blanket Orders in Odoo 17

What are Blanket Orders?

A Blanket Order is like a ready-made shopping list that outlines the products to be bought, along with the quantities and prices agreed upon with specific vendors. It's a pre-approved template that simplifies the purchasing process and ensures timely fulfilment within set deadlines.

Odoo allows us to manage blanket orders based on various features. 

Let us explore it: 

To use the functionality of blanket orders enable the feature “purchase agreements”.

Navigate to purchase > configuration > settings > purchase agreements > enable it.

To create blanket orders first, we can opt for specific features in agreement types of blanket orders.

To do so, navigate to purchase application > orders > blanket orders > and creating a blanket order we can select the internal link of agreement types to configure further.

From this internal link of agreement type, we can configure more blanket orders as well as we can create new agreement types for blanket order.

Agreement Type: The type of blanket order should be blanket orders only.

Agreement Selection Type: There are two options for the blanket orders as either “select only one RFQ (exclusive) or select multiple RFQ (non-exclusive).

• Select only one RFQ(exclusive): It means a user can create a multiple RFQ for a vendor and by selecting one RFQ and confirming it the other RFQ’s related to this blanket order will be auto-cancelled.
• Select multiple RFQ (non-exclusive):select RFQ means for the blanket orders we can create multiple RFQ’s and can confirm the order, remaining RFQ’s will be in draft stage.

Lines: For the blanket orders lines we can choose “use lines of agreement” and “Do not create RFQ lines automatically”.

• Use lines of agreement: If we select the option to use lines of agreement, whenever we create a RFQ for the blanket orders the products with defined rate and quantity will be auto-fetched.
• Do not create RFQ lines automatically: This allows us to add product lines manually with quantity and price.

Quantities: quantities can be managed either “use quantities of agreement” or “set quantities manually”.

• use quantities of agreement: It means when we create a RFQ related to this blanket order, quantities of the product line will be auto-fetched.
• set quantities manually: If we select set quantities manually the system will allow us to enter the quantities manually.

 Subscribe our Newsletter to receive the latest updates ​on ERPNext.

Create Blanket Order: Step by Step Guide

To create a blanket order, navigate to purchase application > orders > blanket orders:

Description of Fields:

• Purchase representative: This is a person who is assigned to this specific blanket order.
• Agreement type: A blanket order can be selected here.
• Vendor: A vendor can be selected here to whom we have tied up the purchase contract.
• Currency: The currency can be selected in case of multi currency.
• Agreement deadline: we can set a specific date to expire the blanket order, if the blanket order does not have any expiry leave the field blank.
• Ordering date: ordering date can be assigned, whenever we create related RFQ the system will take the order deadline as the ordering date defined on the blanket order.
• Delivery date: Delivery date for new RFQ can be defined and when further orders are created the delivery date will be auto populated based on the blanket order delivery date.

• Company: A company can be selected in case of a multi-company environment.

Use Case: Create Blanket Order for Specific Item in Odoo

Ammy Ltd. wants to create blanket orders for specific items. Let's see how it can be done in Odoo.

Navigate to purchase > blanket orders > create- we may add related details of purchase representative, vendor ,currency, agreement deadline and more and confirm the blanket order.

Next step is to send the quotation to the vendor, so we can click on a new quotation and create it. Related RFQ will be shown on the RFQ/orders button for the blanket order.

If we want to close the blanket order button, we can click on the “close button” and the order will be closed. This is how we can manage blanket orders in Odoo.

Get In Touch with Odoo Experts

Frequently Asked Question