Odoo Purchase Implementation Check List

This article will help you provide the general requirements needed for the implementation of Odoo Purchase Module. This list does not contain module specific requirements. Module specific requirements, are requested separately.

1. Purchase Order Approval:
   Do you want managers to approve orders above a minimum amount?
2. Warnings:
   Do you want to be able to set warning messages or block messages on purchases? This can be useful in cases when you want to get warnings in orders for products or vendors when you add a note on the product or the vendor. When set it to a warning, it will send you a warning message before purchasing to remind you of the alert. If you set it to a block warning, the purchase person will not be able to complete the transaction. He will receive a message that this product is blocked because we have a dispute with the vendor for example.
3. Receipt Reminder:
   Do you want Odoo to send automatic reminders of the receipt date to the vendor by email?
4. Lock Confirmed Orders:
   Do you want to automatically lock confirmed orders to prevent editing?
5. Purchase Agreements:
   Do you want to manage your purchase agreements (call for tenders, blanket orders)?
   This can be beneficial with long-term agreements between a company and a vendor to deliver products on a recurring basis with predetermined pricing.​ Calls for tenders use a special procedure to request offers from multiple vendors at the same time. While public sector organizations are often legally bound to release calls for tenders when they want to purchase goods or services, private organizations can also use them to get the best deal among several vendors.

Bill Control:

Choose your default vendor billing policy (On ordered quantities or On received quantities).

By selecting On ordered quantities, you can create a vendor bill as soon as you confirm an order. The quantities mentioned in the purchase order are used to generate the draft bill. If you choose On received quantities instead, you can only create one once you have at least received some of the products you have ordered. The quantities you have received are used to generate the draft bill. If you try to create one without having received any product, you get an error message.

1. Variants:
   Do you want to set product attributes (e.g. color, size) and to manage variants, there are pros and cons of activating this feature.
2. Variant Grid Entry
   Do you want to be able to add several variants to the purchase order from a grid, this can speed up purchase order creation. It can only be useful if variants are enabled.

Dropshipping:

Do you want to request your vendors to send directly to your customers?

A product set to dropship will create a request for quotation automatically once a sales order is confirmed, and it will set the delivery location to be the customer's address instead of your warehouse.

Import Vendors:

If you have a few vendors, you will be able to add them by yourself. If you would like us to import your vendors, we can also do that for you. You will have to provide us with an excel sheet containing information about your vendors.

Things that we will need in the excel sheet:

Vendor Individual or company (required)

Vendor Name (required)

Vendor Address

Vendor City (required)

Vendor Country (required)

Vendor Tax ID

Vendor Phone

Vendor Mobile

Vendor Website

Vendor Email