This document provides an overview of Odoo 15's purchase management module. It describes the key components and functionality of the purchase process including request for quotations (RFQs), purchase orders, vendor management, pricing, purchase agreements, product configuration, and purchase reporting. The document outlines the various stages, views, filters and settings available in Odoo to effectively manage purchasing from vendors and analyze purchase performance.

1. Odoo 15 Purchase
Management
Enterprise
www.cybrosys.com

2. INTRODUCTION
❖ Purchase management is an inevitable and significant components.
❖ It handle all purchase related operations.
❖ The procurement process are handle by purchase department and buying materials,
services and other goods require for manufacturing the product that has to be delivered to
customers is a responsibility of the purchase department of the company.
❖ So through effective purchase management product cost can be reduced and we can
improve the savings.

3. ❖ Goto Purchase

4. ❖ Different Stages of RFQs,
1. To send

5. 2.Waiting

6. 3.Late

7. ❖ Users can manage their own RFQs
❖ Lot of views of RFQs
1.List

8. ❖ Lot of filters and grouping for request for quotation

9. 2.Kanban

10. 3.Pivot

11. 4.Graph

12. 5.Calendar

13. ❖ Goto Request for Quotation > Click on Create
❖ Click on Send By Email

14. ❖ Click on Send

15. ❖ Click on Confirm Order

16. ❖ Click on Receive Products

17. ❖ Provide lot or serial number

18. ❖ Click on Validate

19. ❖ Go back to purchase order
❖ Click on Create Bill

20. ❖ Provide Bill Date
❖ Click on Confirm

21. ❖ Click on Register Payment

22. ❖ Click on Create Payment

23. ❖ Goto Orders > Purchase Orders

24. ❖ Goto Orders > Vendors

25. ❖ Click on Create

26. ❖ Goto Orders > Purchase Orders
❖ Click on Create
❖ The content added inside the vendor is automatically added.

27. ❖ Goto Configuration > Vendor Pricelists
❖ We can create set of price rules for specific group of buyers and for specific lead of time or for
specific product.

28. ❖ Purchase agreement are the kind of contract or agreement between the customer and supplier
which deals with the terms and conditions regarding the business transaction.
❖ So this agreement must be agreed by both parties that is vendor and customers.
❖ Goto Configuration > Settings
❖ Activate Purchase agreement

29. ❖ Agreement Types are,
1. Call for Tenders
Generate RFQs for different vendors for a given set of products and compare the offers and
most appropriate one.
1. Blanket Orders
Create an agreement with selected vendor.
❖ Goto Configuration > Purchase Agreement Types

30. ❖ Goto Orders > Purchase Agreements

31. ❖ Goto Orders > Request for Quotations
❖ Click on Create
❖ Choose purchase agreement
❖ The content added inside the purchase agreement is automatically added.

32. ❖ Goto Products

33. ❖ Goto Products > Product Variants

34. ❖ Goto Configuration > Product Categories
❖ Category can be set inside the product form

35. ❖ Goto Configuration > Units of Measure Categories
❖ Set as a default uom for purchase from the product form

36. ❖ Goto Products > Open one
❖ Units of measure can be set inside the product form

37. ❖ Goto Orders > Purchase Orders
❖ Click on Create

38. ❖ Goto Reporting > Purchase
❖ Different views of purchase analysis report
1. Pivot
❖ We can analyse the performance of your purchase by linking at report.
❖ If a company regularly purchases the product and we have several reasons track and analyse
your performance.

39. ❖ Click on Insert in Spreadsheet

40. 2. Graph
Bar Chart

41.  Line Chart

42.  Pie Chart

43. ❖ Lot of measures and comparison option for purchase analysis report

44. 3. Dashboard

45. ❖ Goto Reporting > Dashboard
❖ This report help you to get better forecast and plan your future orders.

46. ❖ Goto Configuration > Settings

47. ❖ 3-way matching is done by comparing the quantities and purchase order reception and vendor
bills.
❖ Dropshipping is used to directly deliver goods from vendors to customers. In the case we are
not storing the product in our stock.

48. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
Odoo 15 Purchase Management

50. Thank You