Introduction
Odoo, an integrated business application suite, simplifies managing the procurement process, allowing businesses to handle purchase orders, bills, and payments. Here are the steps to create a purchase bill and pay it in Odoo.
Steps to Create Purchase Bill and Pay in Odoo
1. Go to Request for Quotation (RFQ)
- Navigate to the Purchase module in Odoo.
- Select RFQs and click on one of the requests for quotation to open it.
Get a closer look – Here’s the feature at work.
2. Fill in the RFQ Details
- Complete all required fields, such as product, quantity, vendor, and pricing.
- Once the products are received, click on Received Products.
Get a closer look – Here’s the feature at work.
3. Validate the Receipt
After verifying that the received products match the order, click on the Validate button.
Get a closer look – Here’s the feature at work.
4. Convert RFQ to Purchase Order (PO)
Click on Order > Purchase Order to finalize the RFQ into a confirmed purchase order.
Get a closer look – Here’s the feature at work.
5. Check Status - Waiting for Bills
After validating the purchase, the status will change to Waiting Bills.
Get a closer look – Here’s the feature at work.
6. Confirm the Purchase Bill
- Click on Waiting Bills and review the bill.
- Click on the Confirm button to validate the bill.
Get a closer look – Here’s the feature at work.
7. Initiate Payment
Click on the Pay button to proceed with the payment process.
Get a closer look – Here’s the feature at work.
8. Select Payment Mode
- Choose your desired mode of payment (e.g., bank transfer, cash).
- Click on the Create Payment button to complete the payment.
Get a closer look – Here’s the feature at work.
9. Return to Purchase Order
Navigate back to Order > Purchase Order to view the order status.
Get a closer look – Here’s the feature at work.
10. Verify the Final Status
The status should now display Fully Billed, indicating the order is complete.
Get a closer look – Here’s the feature at work.
Conclusion
Creating a purchase bill and making payments in Odoo ensures a transparent and efficient procurement process. With each step—starting from the request for quotation to finalizing payments—Odoo provides businesses with streamlined control over their purchase operations. Following these steps helps ensure your vendors are paid on time and your purchase orders are accurately tracked.
Need Help Setting This Up in Odoo?
If you want this configured for your team or adapted to the way you work, our Odoo consultants can set it up, train your users and support you after go-live.
