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Odoo Purchase & Vendor Management
Course Overview
This course covers the complete purchasing workflow in Odoo, from vendor setup and quotation requests to purchase orders, receipts, and vendor bills. Participants will learn how to manage suppliers efficiently and control procurement operations.
Course Objectives
By the end of this course, participants will be able to:
- Configure purchase and vendor settings in Odoo
- Manage vendors and supplier information
- Create and manage requests for quotation (RFQs)
- Convert RFQs into purchase orders
- Track deliveries and vendor bills
- Analyze purchasing performance and costs
Target Audience
This course is ideal for:
- Procurement and purchasing teams
- Supply chain managers
- Business owners and operations managers
- Odoo functional consultants
- ERP users involved in purchasing processes
Prerequisites
- Completion of Odoo Fundamentals (Beginner Level) or equivalent knowledge
- Basic understanding of procurement processes
Course Outline
Module 1: Purchase Management Overview
- Purchase workflow in Odoo
- Integration with inventory and accounting
- Purchase configuration overview
Module 2: Vendor & Product Setup
- Creating and managing vendors
- Vendor pricelists
- Supplier lead times
- Product vendor information
Module 3: Requests for Quotation (RFQ)
- Creating RFQs
- Managing multiple vendor quotations
- Comparing vendor prices and terms
Module 4: Purchase Orders Workflow
- Confirming purchase orders
- Purchase order lifecycle
- Delivery and receipt tracking
Module 5: Vendor Bills & Cost Control
- Creating vendor bills
- Matching bills with purchase orders
- Landed costs overview
Module 6: Replenishment & Purchase Automation
- Reordering rules linked to purchases
- Make-to-order vs make-to-stock
- Automated purchase flows
Practical Coverage / Hands-On Work
- Setting up vendors and supplier data
- Creating RFQs and purchase orders
- Receiving products from vendors
- Managing vendor bills
- Reviewing purchase reports
Learning Outcome
Participants will be able to manage end-to-end purchasing operations in Odoo, ensuring effective vendor management, cost control, and seamless integration with inventory and accounting.