Easy Buying with Odoo: Digitize Your Purchasing Processes

Procurement is one of the most critical processes for any business. But relying on manual quotes, inventory tracking, and invoicing can lead to inefficiencies and wasted time. The Odoo Purchase Module streamlines all these operations, helping businesses save time and achieve greater efficiency in their procurement workflows.

In this article, you’ll learn—step by step—how to optimize your purchasing process with Odoo.

What Does the Odoo Purchase Module Offer?

• Centralized Purchase Management: Handle all procurement operations from a single platform.
• Automated Workflows: Streamline the entire process from quotation to delivery.
• Enhanced Supplier Relationships: Build strong, long-term partnerships with your vendors.
• Real-Time Inventory and Invoice Tracking: Gain full transparency and up-to-date data at every step.

Step-by-Step Guide to Odoo Purchase Processes

Creating a Request for Quotation

The first step is to identify the products you want to purchase and prepare a Request for Quotation (RFQ).

• Fill out the RFQ form by entering the product details and quantities

• Forward your RFQ to your supplier by "Send by Email" capability.

Reviewing the Quotations and Confirming Orders

Collect quotations from suppliers directly through Odoo:

• Compare the offers and choose the most suitable one.
• Approve the selected quotation to create a purchase order.
• Once the order is confirmed, the product receipt and inventory intake steps are activated.

Inventory Management and Shipments

• Enter the quantity of received products using the Stock Movement form.

• If there’s a partial delivery, create a Backorder and track the remaining items through the process.

• Delivered products are added to inventory automatically.

4. Invoicing

You can create invoices for completed deliveries:

• Easily prepare the related purchase invoice by clicking the Create Invoice button.

• The invoice status is automatically updated by the system as “Pending,” “Nothing to Invoice,” or “Fully Invoiced.”

Purchase Orders and Record Tracking

The Odoo Purchase module records all transactions:

• Quick access to past purchase orders and supplier invoices.

• Recording purchase history and stock movements.

• Thanks to the detailed logging system, every step can be traced retrospectively.

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Blanket Orders

For large-volume and long-term purchases, you can use the Comprehensive Purchase Agreements feature in Odoo.

• Gather quotes from multiple suppliers and select the best offer.

• You can customize your purchasing process based on the approval type—single or multiple approvals.

• All orders are automatically updated after the approved quotations.

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Digital Transformation in Purchasing Processes with Odoo

With the Odoo Purchase Module:

• Save time and reduce costs.
• Speed up your processes while minimizing human error.
• Strengthen your supplier relationships.
• Gain full control over inventory and invoice management.

If you want to modernize your business’s purchasing operations and boost efficiency, Odoo Purchase solutions are definitely worth considering! Contact us for a comprehensive solution to your business's needs.

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