Introduction to Odoo Purchase App
Introduction
The Odoo Purchase App is a powerful tool designed to streamline and automate your purchasing process. Whether you’re handling purchase orders, vendor quotations, or reordering rules, Odoo makes it easy to stay organised and efficient.
In this guide, you’ll learn how to navigate key features of the Purchase App and make the most of its capabilities—from managing vendor price lists to analysing procurement expenses.
Step-by-step Instructions
How to manage your purchasing operations in Odoo step by step:
1. Get Started with the Purchase App
- Go to the Odoo dashboard
- Click on the Purchase app to open it
- Install the module if it's not already available
2. Create and Manage Purchase Orders
- Click Orders > Purchase Orders
- Select Create
- Fill in vendor, product details, and quantities
- Click Confirm Order when ready
3. Set Up Requests for Quotation (RFQs)
- Navigate to Orders > Requests for Quotation
- Click Create
- Enter supplier info and required items
- Send RFQ by email directly from Odoo
4. Use Purchase Agreements
- Go to Orders > Purchase Agreements
- Choose from options like Blanket Orders or Call for Tenders
- Add products and vendors
- Use this to streamline long-term or competitive sourcing
5. Import Vendor Pricelists
- Head to Products > Vendors
- Use the import feature to upload vendor pricing
- Helps with accurate and up-to-date cost tracking
6. Configure Reordering Rules
- Go to Products > Reordering Rules
- Set minimum stock levels and replenishment quantities
- Automate purchasing based on real-time inventory
7. Manage Vendor Bills
- Navigate to Orders > Vendor Bills
- Link bills to purchase orders
- Apply bill control policies to streamline accounts
8. Analyse Purchase Data
- Use built-in reports like:
- Purchase Analysis
- Vendor Costs
- Procurement Expenses
Go to Reporting > Select the desired report
Tips
- Use Purchase Templates: Save time by creating reusable templates for frequent purchases.
- Temporary Reordering Rules: Ideal for seasonal items or limited-time stock needs.
- Automate Replenishment: Enable automatic actions based on your inventory forecasts.
- Call for Tenders: Use this feature to get competitive quotes from multiple vendors.
