Home -> Shop -> Purchase -> About Purchase
Purchase in Odoo is a well organised activity. This is activated from Inventory and Manufacturing modules also when required. Purchase Order generation is a key process in Purchase module.
Creating PO should be attempted when all necessary configuration is done. To create PO choose the 'Purchase Order' option from the Orders menu located in the module's main menu bar to generate a direct buy order. The user will receive a list of purchase orders along with their current status.
Po has fields like reference number, confirmation date, vendor, company, receipt date, purchase representative, next activity, source document, total price, and billing status information will all be shown in the preview. To view a purchase order in detail or to make changes, simply select the relevant purchase order.
Just like with any other Odoo module, this platform offers many data views and sorting choices.
The process of generating a new purchase order begins with the same steps as creating an RFQ. In the designated fields, include information about the vendor, vendor reference, and purchase agreement. In the corresponding fields, include the Order Deadline, Receipt Date, and Deliver to Address information. Attach the product list you wish to buy along with any additional purchase order details beneath the form's designated tabs.
By selecting "Send by Email," just like we did when creating the RFQ, you may email this to the chosen vendor as a request for a quote. You can use the "Confirm Order" button to instantly confirm the transaction and carry out the purchase. You can see that the status is Purchase Order. You can automatically lock confirmed orders to prevent editing by activating the Lock Confirmed Orders feature from the Settings menu.
You can click the Unlock button to make any modifications to the confirmed order. You can see the "Create Bill" button to generate the bill on the payment after creating the purchase order.
Receive Products
The merchandise will be sent to the location listed on the purchase order once the order has been confirmed. Using the Receive Products button, you can note product specifics at the time of delivery. To obtain information about the incoming package, you may also click the Receipt Smart button.
By selecting the Validate option, you can accept the merchandise and verify the receipt. Once you verify the receipt, the delivery will be finished and the new goods will be added to the inventory.
Vendor-bills
You can create vendor bills in Odoo based on delivered and ordered quantities in accordance with business regulations. To set the Bill Control policies, navigate to the Purchase module's Settings menu.
The Bill Control option can be found on the Invoicing tab. This section will assist you in specifying the method for creating purchase invoices. The default bill control policy that you select here will be applied to all items. Subsequently, you can modify a product's invoicing policy from its form view.
You can create bills both before and after delivery here. You can choose the Ordered Quantities as the Bill Control if you wish to create vendor bills for each and every order quantity. You can create bills for each quantity specified in the purchase order by choosing this option. Odoo, however, will only bill for the delivered amounts in the case of the Received Quantities.
From each product's form view, the control policy can be set. You will see the appropriate option under the Purchase tab.
Creating Vendor Bill
This is initiated through the appropriate button. The vendor, bill reference, accounting date, payment reference, receipt bank, payment items, and journal are all included in the draft bill. In order to verify the bill, provide the Bill Date. The tabs for Invoice Lines, Journal Items, and Other Info will have more information. On Confirming the bill, button for Payment for your vendor bill will be available.
Other features:
Purchase-agreement
A purchase agreement might outline the terms and conditions that are intended to be agreed upon by the vendor and the client. Both parties must accept the terms and conditions outlined in the purchase agreement before drafting a purchase order. To handle these kinds of purchase agreements, Odoo provides with a dedicated platform, purchasing orders can be made using these purchasing agreements.
The Purchase Agreements option from the Settings menu must first be enabled. It will be accessible through the Orders tab.
From the Settings menu, turn on this function. Odoo 17 offers two different kinds of purchasing agreements:
Blanket Orders and
Call for Tenders
Blanket orders are a useful tool for establishing contracts with your frequent clients. You can make personalized price lists and goods for your loyal customers by using this function. If you regularly buy from the same supplier, for the same product from other vendors, or for different products from the same source within a regular time frame, this kind of purchase agreement will be beneficial.
Blanket order contains Reference, Purchase Representative, Company, Ordering Date, Agreement Deadline, Source Document, and Status will all be displayed in the Blanket Orders list view. To start a new blanket order, click the New button.
A new form view will appear for you to create a blanket order. In the corresponding fields, mention the vendor, agreement type, and purchase representative. You can enter the currency that was used in the transaction between the parties in the provided space. To specify the agreement's expiration date, you can create an Agreement Deadline. You can enter the Source Document, Company, Ordering Date, and Delivery Date in the respective fields.
To include product details like the product, custom description, quantity, ordered quantity, UoM, and unit price, use the Add a Line button. There will be an extra space where you can specify the terms and conditions that apply to the purchase order.
After selecting the Confirm option, the status will now read "Ongoing."
When it reaches the Agreement Deadline, it will be changed to the Closed status. You can now utilize this when drafting fresh buy quotes.
The purchase order's corresponding fields will automatically display the information specified in the purchase agreement.
1. Purchase Analysis Dashboard
You can create reports on the processes associated with your purchases by selecting the Reports tab. By enhancing your company's purchase-related performance, you can improve overall productivity by analyzing these reports. Click the Purchase menu from the Reports tab to see the Purchase Analysis window.
- Displays graphical and analytical views of purchase data.
- Common visualizations include line graphs showing untaxed totals over time.
- X-axis: Confirmation Dates
- Y-axis: Untaxed Amounts
The Bar Graph, Line Graph, and Pie Chart icons are located in the upper left section of the window. Select the view based on your personal taste. You can also see the icons for stacked, cumulative, descending, and ascending next to these options. Depending on how you want your graph to be arranged, choose any option. The two icons for Graph view and Pivot view are located in the upper right corner, from which you can select the desired option.
To find and examine particular records, use the Filters and Group By options. A drop-down list of options, including Requests for Quotation, Purchase Orders, Confirmation Date Last Year, Order Date, Confirmation Date, and Add Custom Filter, appears when you click on "Filters." Decide whatever criteria you wish to use to separate your records. Vendor, Vendor Country, Purchase Representative, Product, Product Category, Status, Company, Order Date, Confirmation Date, and Add Custom Group are among the options available in the Group By area. They provide options for organizing your data according to the parameters of your choosing.
The Purchase analysis has a pivot view which contain:
Average Cost, Days to Confirm, Days to Receive, Gross Weight, Order, Quantity Billed, Ordered, Received, Quantity to be Billed, Total, Untaxed Total, Volume, and Count are among the accessible metrics for the analysis