Blanket Order in Odoo 17 Purchase App - Odoo Slides
- 1. Blanket Order in Odoo 17 Purchase App Enterprise
- 2. Introduction Enterprise A Purchase Agreement is a contract outlining the terms and conditions of a transaction between a buyer and a seller, featured in the Odoo 17 purchase module. Customers request quotations from vendors, who then respond with quotes. To meet these needs, Odoo 17 introduces a Purchase Agreement function in the Purchase module. This feature ensures customers receive accurate and comprehensive information about their purchases. This slide will guide you through creating Purchase Agreements and Blanket Orders in Odoo 17.
- 3. Enterprise Configuring Purchase Agreements in Odoo 17 Purchase Agreements can be configured to create Blanket Orders using the "Configuration" menu. sudo adduser --system --home=/opt/odoo16 --group odoo16
- 4. Enterprise
- 5. Enterprise Go to the "Blanket Order" option under the "Orders" menu in order to make a new blanket order. sudo adduser --system --home=/opt/odoo16 --group odoo16
- 6. Enterprise Create a new Blanket Order Purchase Agreement.
- 7. Enterprise Press the "New" button to open the Blanket Order configuration form and start creating a new blanket order.
- 8. Enterprise Adding Products to a Blanket Order in Odoo 17 Use the "Products" tab to add the necessary items to your new blanket order. Click on "Add a line" and select the desired products from the dropdown list. sudo adduser --system --home=/opt/odoo16 --group odoo16
- 9. Enterprise Configuring Agreement Types sudo adduser --system --home=/opt/odoo16 --group odoo16
- 10. Enterprise After setting the "Agreement Types," return to the "Blanket Orders" window. Edit and save all order details, then confirm the blanket order using the "Confirm" button. Upon confirmation, a "New Quotation" button will appear in the form view, and an "RFQs/Orders" smart button will be displayed at the top, showing related RFQs/Orders.
- 11. Enterprise This will take you to the blanket order settings, where you can adjust the "AGREEMENT TYPE" and "DATA FOR NEW QUOTATIONS. sudo adduser --system --home=/opt/odoo16 --group odoo16
- 12. Enterprise sudo adduser --system --home=/opt/odoo16 --group odoo16
- 13. Enterprise Creating a New RFQ Order Click the "RFQs/Orders" smart button to manage or create RFQ orders and tenders. The RFQ dashboard will be displayed, but no quotations are currently available.
- 14. Enterprise Creating the Request for Quotation (RFQ) Click the “New” button to create an RFQ using the previously established Purchase Agreement.
- 15. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com