Introduction
Odoo 18 provides a robust Purchase module that simplifies the procurement process, making it easy for businesses to manage and track purchase orders. In this guide, we’ll walk through the essential steps to create a purchase order in Odoo 18, with screenshots to illustrate the process.
Steps to Create a Purchase Order in Odoo 18
1. Navigate to the Purchase Module
To begin, open your Odoo dashboard and navigate to the Purchase module. This module provides all the tools you need for managing suppliers, purchase orders, and procurement settings.
2. Start a New Purchase Order
In the Purchase module, go to the Purchase Orders page and click on the Create button. This action will open a form where you can enter all relevant details for the new purchase order.
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3. Enter Supplier and Order Details
Fill out the purchase order form by selecting a supplier from your list. Once the supplier is chosen, add products or services, specifying quantities, unit prices, and any applicable taxes. Odoo 18 will automatically calculate the subtotal and total based on the data you provide.
4. Save and Confirm the Purchase Order
After entering all necessary details, click on Save to store the purchase order in draft form. When you’re ready to proceed, click Confirm to finalize the order. Confirming the order will update the status, and Odoo will initiate any configured workflows, such as stock or accounting actions.
5. Track and Manage the Purchase Order
Once confirmed, the purchase order will appear on the main Purchase Orders page, where you can monitor its status. Odoo 18 provides tracking features, such as real-time order status updates and receipt records, to help manage your procurement workflow effectively.
Conclusion
Creating a purchase order in Odoo 18 is a streamlined process that ensures efficient order management. By following these steps, you can quickly set up and track your purchase orders, making procurement easier and more organized. With regular use of the Purchase module, businesses can maintain control over their supply chain and optimize purchasing activities.
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