Create Purchase Order in Odoo 15
- 1. www.cybrosys.com Create purchase order - Odoo 15
- 2. INTRODUCTION ❖ The Purchase Order is the business document between the buyer and the seller which includes the details such as Product and service information, delivery date, price details and other terms and conditions if any. ❖ The Odoo platform gives so much prominents to manage Purchase Orders. The Odoo platform allows you to create Purchase Orders based on the Request For Quotations being addressed. ❖ Odoo gives you the provision to validate RFQs and create purchase orders directly from the respective Request For Quotation menu. ❖ It is also possible in Odoo to create purchase orders directly without sending RFQs. This direct Purchase Order creation will be useful when dealing with the regularized purchase operations of your organization.
- 3. ❖ Now let’s create a purchase quotation.For that goto your Purchase module > orders > Request for quotation/purchase order > CREATE
- 4. ❖ 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.
- 5. ❖ In addition, under the other information tab the user can provide the payment terms, purchase representative, and get location details.
- 6. ❖ 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.
- 7. ❖ 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.
- 8. ❖ Click on Receive Products after confirming the Purchase Order
- 9. ❖ Upon clicking the RECEIVE PRODUCTS button, you will be navigated to a new window like below: ❖ Validate the stock picking.
- 10. ❖ 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.
- 11. ❖ Now let’s create bill for this purchase order.Click on CREATE BILL
- 12. ❖ Under Other journal Items tab: will get the journal Items for this purchase order.
- 13. ❖ After confirming Purchase order REGISTER PAYMENT for this vendor bill.This is how a request for quotation is created.
- 14. ❖ Provide your payment details and CREATE PAYMENT.
- 15. For More Details Check our company website for related blogs and Odoo book. Purchase - Odoo 15 Enterprise Book Check our YouTube channel for functional and technical videos in Odoo. How to Create a Purchase Order in Odoo 15
- 17. Thank You