In general, the process of purchasing goods from a supplier can be divided into the following stages:
- Creating a request for quotation and converting it to an order status
- Receiving goods into the warehouse
- Creating an invoice from a supplier
1. Creating a request for quotation
To create a request for quotation, go to the "Purchases" module:
In the new window, click the "New" button:
In the "Supplier" line, indicate the name of the partner.
In the "Currency" line, the order currency will automatically be displayed from the partner's settings. You can change it if necessary.
The "Deliver to" line indicates the type of operation with the warehouse receiving the goods.
The "Deliver to" line indicates the type of operation with the warehouse receiving the goods.
The "Issued" field is filled in if it is necessary to issue a power of attorney; it is from it that information about the recipient of the power of attorney will be retrieved.
The "Issued" field is filled in if it is necessary to issue a power of attorney; it is from it that information about the recipient of the power of attorney will be retrieved.
In the "Other Information" tab, you can specify the payment terms for the order (counting is from the moment the invoice is issued):
Please note that in the Odoo system it is possible to send an order by mail to the supplier directly from Odoo. To do this, click on the "Send by mail" button. The text of the letter will be generated automatically according to the template.
The supplier's responses to the order letter will automatically be entered into the Odoo system and displayed in the "Discussion" panel:
When the necessary information is entered and the Purchase Request is agreed with the supplier, click the "Confirm Order" button:
At the moment of confirmation, the document will change to the status "Purchase Order" and a document for receiving the goods into the warehouse will be automatically created:
2. Receiving goods into the warehouse
As we mentioned above, after confirming the Request for Quotation in Odoo, an order for receiving the goods will be automatically generated.
It will be available in two modules:
- Directly in the supplier's order (Purchases module)
By clicking on the "Receipt" or "Receive goods" button, the document itself will open:
- In the "Warehouse" module, the "Receipt" operations of the corresponding warehouse:
In the Receipt document itself, you must indicate the received quantity of goods in the "Completed" field, or click the "Set quantities" button - then the quantity will be filled in automatically from the "Demand" column:
After that, click "Confirm". This will mean that we have received the goods in the warehouse and the document will change to the "Completed" status:
After posting the "Receipt" document, we create a "Supplier Invoice" (invoice from the supplier).
Creating an invoice
We return to "Request a commercial offer", click "Create account":
The document will be filled in automatically. We just check the days, indicate the date, and confirm:
