The odoo purchase management module will provide an act as the complete management solution to deal with the purchase aspects of the company that would indulge in operations such as vendor management, vendor bills, stock updation, quality checks, and the other aspects of the purchase operations to be dealt with in the company.
2. INTRODUCTION
❖ The Odoo purchase management module will provide an act as the complete management
solution to deal with the purchase aspects of the company that would indulge in operations
such as vendor management, vendor bills, stock updation, quality checks and the other all
aspects of the purchase operations to be dealt with in the company.
❖ For most of your everyday purchases, chances are you already know where to purchase
and at what price.
❖ For these cases, a simple Purchase Order (PO) will allow you to handle the whole process.
❖ The PO will generate an invoice, and depending on the contract with your supplier, you will
be required to pay the invoice before or after delivery.
3. ❖ From PURCHASE module you can see a dashboard with a lot of details including the status of
all RFQ’s. also contains Avg Order Value, Purchased Last 7 days(Total purchased last 7 days in
amount), Lead Time to purchase, count of RFQs sent in last 7 days. Also we can create next
activity and chat with representative from tree view.
4. ❖ Now let’s create a purchase quotation.For that goto your Purchase module > orders > Request
for quotation/purchase order > CREATE
5. ❖ In the creation form the user can assign the vendor, tax details based on the region, vendor
reference and purchase agreement being described in the platform. The order deadline along
with the receipt date can be assigned to the RFQ. The products required can be mentioned in
the product menu along with the variants and the required quantity.
6. ❖ In addition, under the other information tab the user can provide the payment terms, purchase
representative, and get location details.
7. ❖ Click CONFIRM ORDER to send the order to the supplier. As you soon as you confirm the
ORDER, the RFQ status gets changed to the Purchase Order.And there is a provision to sent
to the vendor via emails.
8. ❖ If the RFQ/PO is to be sent by email the user will be depicted with the email creation window
as shown below. An automated email template is generated and the user can edit the
description details as per the need.
9. ❖ Click on Receive Products after confirming the Purchase Order
10. ❖ Upon clicking the RECEIVE PRODUCTS button, you will be navigated to a new window like
below:
❖ Validate the stock picking.
11. ❖ After validating the stock picking.Here you can see various informations of the purchase
order you created. This includes- product location, received from, operation type, scheduled
date, source document and product info.
12. ❖ Now let’s create bill for this purchase order.Click on CREATE BILL
13. ❖ Under Other journal Items tab: will get the journal Items for this purchase order.
14. ❖ Click POST button for making journal entries for this vendor bill
15. ❖ After confirming Purchase order REGISTER PAYMENT for this vendor bill.This is how a
request for quotation is created.
17. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo 14 book
How to Manage Purchase Order With Odoo 14
Features of Odoo 14 Purchase Module
Check our YouTube channel for functional and technical
videos in Odoo.
How to Create Purchase Order in Odoo 14
