How to Create and Confirm the Purchase Order, Generate Vendor Bills, and Make Payment In Odoo.

In Odoo, a purchase order is a document used to formalize the intent to purchase goods or services from a vendor. It is part of the Purchase Management module in Odoo and plays a crucial role in the procurement process.

Purchase Order Creation

Creating a Purchase order in odoo17 is a normal process. Users can navigate the “Purchase” Module. Here, users can access “purchase order” from the “Orders” menu. Here, under this menu, you can find a list of purchase orders that were created before. In this window of the purchase order, you can find information on vendors, buyers, confirmation date, total purchase amount, billing status, and expected arrival date.

In Odoo, a purchase order is a document used to formalize the intent to purchase goods or services from a vendor. It is part of the Purchase Management module in Odoo and plays a crucial role in the procurement process.

Purchase Order Creation

Creating a Purchase order in odoo17 is a normal process. Users can navigate the “Purchase” Module. Here, the user can access “purchase order” from the “Orders” menu. Here, under this menu, you can find a list of purchase orders that were created before. In this window of the purchase order, you can find information on vendors, buyers, confirmation date, total purchase amount, billing status, and expected arrival date.

Click on the “New” button, and it will open a one-form view of the purchase order. Fill in the necessary information.

To create a Purchase Order, enter the vendor name. The order deadline field is auto-completed. You can specify the vendor reference if the vendor is sending a bid or reference to the sale order; this will be used to do matching when you receive the products, as this reference is written on the delivery order. If the vendor can promise the delivery date, then you can configure that date as an expected arrival date. Click on the Ask Confirmation check box if you want to send a confirmation email to the vendor some days before the expected recipient date.

Click on the “confirm” button to approve the purchase order, and its status will change from RFQ to Purchase Order, which means the purchase order is confirmed.

Creation of a Vendor Bill

For the Creation of a Vendor bill, click on the “create bill” button. When you click on this button, it will open a form view of the vendor bills. There, you can find the details that were configured in the purchase order.

In this form view of the vendor bill, you can see one smart button of purchases there you can find your purchase order for this vendor bill. In this form view, you have to configure the bill date; otherwise, it will throw an error.

Click the Confirm button to approve the bill, and its status will change from Draft to Posted.

After conforming to the vendor bill, we can proceed with the payment procedure using the ‘Register Payment’ button. Odoo 17 allows users to attach relevant documents, such as invoices or receipts, directly to vendor bills. This feature streamlines document management, makes it easy to retrieve supporting materials when needed, and provides a comprehensive audit trail.

Choose the payment journal, payment method, recipient bank account, and other details from the displayed pop-up window and proceed with the payment using the ‘Create Payment’ button.

Are you looking for the best digital transformation solutions for your business? We will give you better service.