Introduction
Odoo is a comprehensive ERP platform that streamlines business processes, including procurement. Creating a purchase order (PO) in Odoo involves several straightforward steps to ensure smooth tracking, supplier communication, and product delivery. This guide provides a step-by-step walkthrough on how to create and validate a purchase order in Odoo.
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Steps to Create a Purchase Order in Odoo
1. Click on the Purchase Module
Log in to Odoo and navigate to the Purchase module from the dashboard.
Get a closer look – Here’s the feature at work.
2. Click on New Purchase
In the Purchase Orders section, click the New Purchase button to initiate a new purchase order.
Get a closer look – Here’s the feature at work.
3. Fill in the Details and Click on No On-Time Delivery Data
- Enter the essential details, such as the vendor, purchase date, and order deadline.
- Click the No On-Time Delivery Data link to analyze the vendor’s delivery performance.
Get a closer look – Here’s the feature at work.
4. Show the Page: On-Time Delivery Analysis
You will be directed to the On-Time Delivery Analysis page, which provides historical data on the vendor’s performance and delivery timelines. Use this insight to evaluate the vendor’s reliability.
Get a closer look – Here’s the feature at work.
5. Click on Add Product
After closing the delivery analysis, return to the purchase order and click Add Product.
Get a closer look – Here’s the feature at work.
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6. Fill in the Product Details and Click on Confirm Order
- Provide the product name, quantity, unit price, and any applicable taxes.
- Once all details are complete, click Confirm Order to finalize the purchase order.
Get a closer look – Here’s the feature at work.
7. Show the New Purchase
After confirmation, the newly created purchase order will appear in the Purchase Orders list with the current status.
Get a closer look – Here’s the feature at work.
8. Click on Received Products
Open the purchase order and click Received Products to record the goods received from the vendor.
Get a closer look – Here’s the feature at work.
9. Click on Validate
Verify the product quantity and details. If everything is correct, click Validate to confirm that the products have been received and the process is complete.
Get a closer look – Here’s the feature at work.
Conclusion
Creating a purchase order in Odoo is a systematic process that not only facilitates smooth procurement but also provides visibility into vendor performance. By following the above steps, businesses can efficiently manage purchase orders, track product delivery, and maintain accurate inventory records. This structured approach ensures that products are received on time and helps build better supplier relationships.
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