Module basics in Odoo
Setting the configuration in your database is the first step in... Some parameters to set up are:
- Purchase Basics and Request for Quotation
BUY AND RECEIVE - Purchase Lead Times
- Reordering Rules
MANAGE DEALS - Call for Tenders
- Blanket Orders
- Bill Control
In this section are shown concepts, tips and other valuable information to set the Purchase module.
RFQs: to send, waiting or late
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-KPIs at the top right
-can ask the vendor for confirmation
-receipt reminder in the contact sales / purchase tab
products in purchase tab display vendors prices and lead time involved
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-can lock the PO to avoid editing and also unlock
-backorders can be generated if not receiving all products
Lead time per product per vendor (in purchase tab)
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-set customer lead delivery time in the inventory tab
-Deadline is the date promised to the customer
-Scheduled date is previous and stands for for the first part of the shipment to be processed
Min and max Qty
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-can run the scheduler for triggering the reordering rules for every product (chron programmed to run once a day by default)
Activate purchase agreements in config.
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-set agreement type
can be multiple or exclusive to exclude other RFQs
done in purchase / blanket orders
confirm agreement to have the consecutive #
create new quotation
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-RFQs smart button
-confirm to be in the Bid selection stage
-compare options
-non selected POs are cancelled if exclusive agreement
-then the stage goes to closed
-PO displays source in the dashboard
Requires purchase agreement option
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-will have the Qty of the B. order vs the Qty purchased or confirmed (ordered) in the POs
-price will be set in the purchase tab in the product
-click close button to finish the BO process but have to confirm or cancel the remaining orders
Invoicing set for received Qty
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-error message if there is nothing (received) to INV
-back order created
-if changes Qty in the bill the "Should Be Paid" field in the Other info tab will change from Yes to "Exception"
-Bill can be paid
-Billing status is now fully billed
-can create multiple bills for different orders at the same time
