Purchase management with Odoo V8
3.8 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Purchase management with Odoo V8

A guide for configuring and using the purchase to invoice process in Odoo V8
3.8 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
49 students enrolled
Created by Eva Pinter
Last updated 2/2015
English
Price: $25
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Create suppliers, products and purchase orders
Create calls for bid, manage the suppliers answers and choose the best offer
Manage purchasing data
View Curriculum
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
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!

Who 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
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Curriculum For This Course
Expand All 25 Lectures Collapse All 25 Lectures 03:08:39
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Before you start
1 Lecture 05:59

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

Preview 05:59
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The purchasing process
7 Lectures 46:16

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

Run through a purchase from purchase order to payment of invoice
02:36

Explain the five steps of the purchasing process

Understanding the steps in the purchasing process
7 pages

See the basis of creating a product in Odoo

Creating products in Odoo
15:01

Add photos, update the stock, messaging around the product

Managing purchase products in Odoo
08:34

Learn how to create product variants in Odoo

Working with product variants
05:19

Learn how to create a supplier in odoo

Create a supplier in Odoo
09:20

Learn how to create companies and contacts within a company

Managing complex suppliers
05:26
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Quotation and Purchase orders
6 Lectures 45:21

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

Create single request for quotation
17:23

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

Create purchase order from quotation
06:07

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

Create purchase order directly
05:45

Show multiple ways of receiving purchased goods in Odoo

Receive goods entirely
09:16

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

Receive goods partially
03:56

Cancel and delete a purchase order

Cancel a purchase order
02:54
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Invoice control for purchasing
4 Lectures 20:32

Describes the basic principles behind invoice control in Odoo V8

The principles of invoice control
2 pages

Generate a draft invoice automatically from the purchase order

Automatically create draft invoices
06:21

Chose the PO lines to invoice

Create invoices for single PO lines
05:59

automatically create the invoice for incoming shipments

Create invoices based on Incoming shipment​
08:12
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Managing Pricelists and foreign currencies
1 Lecture 05:06

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

Purchasing in a foreign currency
05:06
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Special processes in purchasing
4 Lectures 32:06

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

Creating a Call for bid
10:53

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

Managing bids from a call
10:55

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

Two level approvals
03:00

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

Preview 07:18
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Data management for Odoo purchasing
2 Lectures 24:19
Importing and Exporting Data to and from Odoo V8
14:15

Mass Update of data
10:04
About the Instructor
Eva Pinter
3.9 Average rating
19 Reviews
145 Students
5 Courses
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.