Purchase management with Odoo V8

A guide for configuring and using the purchase to invoice process in Odoo V8
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  • Lectures 25
  • Length 3 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2015 English

Course Description

This course will guide you, from the installation of the proper modules to the configuration of basic to complex purchase processes in Odoo.

This course is intended for anyone wanting to learn, implement or analyse purchasing with Odoo. If you are a beginner or if you already have some experience with Odoo, you will surely benefit from this course as it goes deep in the explanation of the processes and demonstrates each step in the system.

The best way to use this course is to have an Odoo system available in order to reproduce the examples shown.

Apart from the presentation that you will be able to download, you will also get access to have course related answers within 48 hours.

Register for this course and get started!

What are the requirements?

  • If you are evaluating Odoo, you do not need anything
  • If you want to try out the examples, you will have to install Odoo or to get an Odoo SAAS or XPansa SAAS account

What am I going to get from this course?

  • Create suppliers, products and purchase orders
  • Create calls for bid, manage the suppliers answers and choose the best offer
  • Manage purchasing data

What is the target audience?

  • If you are evaluating Odoo, this course can save you time
  • If you have already Odoo installed, you will benefit from this course as it goes through the whole process including procurement
  • If you want to understand the why's and how's in Odoo purchasing
  • If you want to understand how the processes are linked in Odoo and how Odoo V8 can help you streamline your internal processes

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Before you start
05:59

List the modules that will be used in the course and the basic settings needed to work with Odoo purchasing

Section 2: The purchasing process
02:36

Demonstrate how easy you can run through the whole purchasing process in Odoo

7 pages

Explain the five steps of the purchasing process

15:01

See the basis of creating a product in Odoo

08:34

Add photos, update the stock, messaging around the product

05:19

Learn how to create product variants in Odoo

09:20

Learn how to create a supplier in odoo

05:26

Learn how to create companies and contacts within a company

Section 3: Quotation and Purchase orders
17:23

Demonstrate how to create a single request for quotation, send it to the supplier and manage the incoming bid

06:07

The creation of PO once you have received the bid from your supplier

05:45

Demonstrate how to create a purchase order when you do not want to go through the RFQ process. Shows the messaging around the PO

09:16

Show multiple ways of receiving purchased goods in Odoo

03:56

Show what happens, when the shipment is not complete and you need to back order part of the goods

02:54

Cancel and delete a purchase order

Section 4: Invoice control for purchasing
2 pages

Describes the basic principles behind invoice control in Odoo V8

06:21

Generate a draft invoice automatically from the purchase order

05:59

Chose the PO lines to invoice

08:12

automatically create the invoice for incoming shipments

Section 5: Managing Pricelists and foreign currencies
05:06

Odoo allows you to purchase in foreign currency. Learn how to setup the system therefore.

Section 6: Special processes in purchasing
10:53

Learn how to send multiple requests for quotations using one single document called "Call for bids"

10:55

Manage the answers of the suppliers to your call for bids, select the best offers, automatically create the purchase order

03:00

You can force the system to require a second approval from a given amount

07:18

Alert the user when a product or a supplier should not be used

Section 7: Data management for Odoo purchasing
Importing and Exporting Data to and from Odoo V8
14:15
Mass Update of data
10:04

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Instructor Biography

Eva Pinter, ERP and Business Consultant and Trainer

Eva P. has worked more than 15 years as an ERP and business consultant in many top 500 companies around the globe, implementing SAP and Odoo. During this time, she acquired a profound knowledge of the business processes and best practices.

She has created a youtube channel offering free training videos that has become the reference in the Odoo world.

Next to the training activities, Eva P. supports the development of OCA modules as a tester and a business adviser.

Through her company YBO Services Ltd, Eva P. offers Odoo and SAP training as well as consulting services.

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