Odoo ERP makes it easy to maintain your suppliers in a simple way. Every operation and process regarding your suppliers or vendors can be automated with the Odoo Purchase management tool. By efficiently managing your vendors, you can easily conduct contract negotiations and might be able to create and support standards for your vendors.

1. www.cybrosys.com
Create Vendor in Odoo 15

2. INTRODUCTION
❖ Creating and maintaining a solid relationship with Vendors is a pivotal aspect in the
purchase management.
❖ A good vendor management system helps you to facilitate quick access and convenience
for your vendors. So that you can keep a good relationship between your vendors and
your organization.
❖ By efficiently managing your vendors, you can easily conduct contract negotiation and
might be able to create and support standards for your vendors.
❖ Odoo ERP makes it easy to maintain your suppliers in a simple way. Every operation and
processes regarding your suppliers or vendors can be automated with the Odoo
Purchase management tool.

3. ❖ Vendors in the Odoo system will be listed and organized in the Vendor menu available under the
Orders tab of the Odoo Purchase module.
❖ Goto Purchasing > Orders > Vendors

4. ❖ In the Vendors window, Odoo will depict all the vendors defined in the Odoo system in a
beautifully arranged manner. Odoo allows you to view the record in two views such as Kanban
view and List view.

5. ❖ Odoo allows you to easily sort out your vendors based on various aspects. By default
Odoo gives some filtering options. So you can filter your vendors based on Individuals,
Companies, Customer Invoices, Vendor Bills, Subcontractors.
❖ In addition, you can add more custom filters by clicking on the Add Custom Filter option
available. For creating new Vendor Click CREATE button.

6. ❖ You have to fill up following details while creating a vendor :
❖ Name of the Vendor and you can mention whether it is an Individual or Company.
❖ Detailed Address of your vendor along with the Phone number, Mobile number, Email
Address.

7. ❖ Value Added Tax ( VAT ) can be given in the provided space. The tax identification
number must be given if the contact is subjected to the government taxes. The Website
link can be provided in the space given.
❖ Then you can have a Language option. All the emails and documents sent to this contact
will be translated into the selected language.
❖ Tags can be allocated to easily recognize your Vendor.
❖ In addition, the photograph related to this vendor can be given in the provided space. If
the vendor is a company, you can give the company’s logo or if it is an individual, you
can give the Photograph of the vendor.

8. ❖ Under the Contacts & Addresses tab, you can create contacts by clicking on the ADD
menu available.

9. ❖ Now let us move on to the Sales & Purchase tab.Here in Odoo Vendor and Customer
records are treated as contacts that are the same. So if you are creating a vendor it is not
required to provide the Sales related fields.

10. ❖ You can provide the Sales information such as:
○ Salesperson- internal user incharge of this vendor contact
○ Payment Terms so that these payment terms can be used instead of the default one for
the sale orders and customer invoices. Here you can set company specific values.
○ Delivery Method can be selected from the dropdown menu.
❖ Point of Sale details such as:
● Barcode - This barcode is used for identifying the vendor contact
● Loyalty Points in the given space

11. ❖ Miscellaneous details - Reference, Company, Website, Website Tags, Industry, SLA Policies
can be given in this field.
❖ Purchase information such as
● Payment terms - These payment terms are used instead of the default one for purchase
orders and vendor bills.
● Payment Method - can be selected from the dropdown menu available.
● Receipt Reminder - So that it will automatically send a confirmation email to the vendor.
You can specify the number of days for sending a reminder email before the promised
receipt date. This option was very helpful for confirming the exact date.
● Supplier Currency can be allocated along with the Fiscal Position.

12. ❖ Now let us move on to the Accounting tab available under the Vendors creation form.
Under this tab, you will have to provide Bank Accounts details.

13. ❖ Now let us move on to the Accounting tab available under the Vendors creation form.
Under this tab, you will have to provide Bank Accounts details.
❖ You can mention the Bank and Account number by selecting the Add a line option available.
❖ The Accounting Entries details can be given along with the other details. The Account receivable
field is used while making a customer invoice and Account payable field is used at the time of
creating a vendor bill.

14. ❖ Under the Internal Notes tab, you can include internal notes if any and the Warning on the
Purchase Order.

15. ❖ Under the Partner Assignment tab, you can include the Geo Location.

16. ❖ Then Create a PO order > Add vendor > And from Other Information tab we can see the
payment terms that provided in vendor form.

17. 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 Vendor in Odoo 15

19. Thank You