The purchase operations are automated and this will eventually result in quick documentation. Generation of RFQ and purchase orders are easily carried out securely in the Odoo 15 Purchase module. Odoo 15’s Purchase module assists you in managing the purchase processes of the company. Blanket Order is used for such products which are repeatedly bought from the vendor and look forward to having purchased from the same supplier for a long term.
2. INTRODUCTION
❖ While purchasing goods from any vendor, the company keeps forward an agreement that
outlines the terms and conditions related to the purchase of goods.
❖ This legal contract between the vendor and the company is called Purchase Agreement.
With a proper purchase agreement, the risk of breach of contract can be eradicated during
purchases.
❖ The purchase operations are automated and this will eventually result in quick
documentation. Generation of RFQ and purchase orders are easily carried out securely in the
Odoo 15 Purchase module.
❖ Odoo 15’s Purchase module assists you in managing the purchase processes of the
company.Blanket Order is used for such products which are repeatedly bought from the
vendor and look forward to having purchased from the same supplier for a long term.
3. ❖ Goto your Purchase module > Configuration > Settings.
4. ❖ To allow the creation and usage of purchase agreements, you will need to enable the
purchase agreement option from the Settings.
❖ After selecting the Settings tab, under the Orders menu, you will be able to see the Purchase
Agreements option. Enable the option to manage purchase agreements.
5. ❖ After enabling Purchase Agreements from the Settings, you can view Agreement Types
options below it. By selecting it you will be redirected to the Purchase Agreement Types menu.
Or you can select the Purchase Agreements option from the Orders tab to view the Purchase
Agreements
6. ❖ Existing Purchase Agreement Types are listed on the screen. By default you can see two
agreement types already recorded, which are Call for Tender and Blanket Order.
❖ With the Call for Tender option, you can select a vendor by inviting multiple tenders from the
vendors. Blanket Order is used for such products which are repeatedly bought from the
vendor and look forward to having purchased from the same supplier for a long term.
7. ❖ Enter the name of the agreement type at the space provided.
❖ You can select the Agreement Selection Type by either Select only one RFQ (exclusive) or
Select Multiple RFQ (non exclusive).
❖ You can enable either Use Lines of Agreement or Do not create RFQ Lines Automatically, for
the Lines option and for the Quantities option enable either Use Quantities of Agreement or
Set Quantities Manually.
❖ After entering the data, click SAVE to save the created Purchase Agreement Type. The saved
type will be added to the list of existing types.
8. ❖ Existing Purchase Agreements are displayed in a list with details such as Reference Number,
Purchase Representative, name of the Company, Ordering Date, Agreement Deadline, Source
Document, and Status. Specific Agreements based on My Agreements, Draft, Confirmed and
Done can be displayed using the Filters option.
❖ Also agreements can be grouped and displayed on the basis of Purchase Representative,
Status and Ordering Date. you can view the Purchase Agreements in List view or Kanban
view.
9. ❖ Now let’s create a purchase agreements,by CREATE button.
❖ Then add the details such as Purchase Representative, Agreement Type, name of the Vendor, Currency
used, date of the Agreement Deadline, Ordering Date, expected and scheduled Delivery Date of receiving
the products, Source Documents, and name of the Company.
❖ After entering you can
either SAVE the
Purchase Agreement or
click CONFIRM if the
agreement is confirmed
by both vendor and the
company.
10. ❖ Now create a new quotation by clicking NEW QUOTATION button.
11. ❖ Then create quotations as per your need.You can send the quotation by using SEND BY MAIL
and confirm the order by CONFIRM
12. ❖ Now you will get the updations in quantity after creating purchase order.
13. ❖ To view created purchase order click on this smart button.
14. ❖ The list view for the purchase orders created.
15. For More
Details
Check our company website for related blogs and Odoo book.
Purchase Agreement Management in Odoo 15 Purchase
Module
Check our YouTube channel for functional and technical videos
in Odoo.
Odoo 15 Purchase Agreement Blanket Order
