Odoo Purchase Workflow

Odoo Purchase Workflow

Selective Reading Rule

Start with:

• references/senior-master-standard.md
• references/usage-routing.md
• references/quality-checklist.md

Then load only the inherited docs, scripts, assets, or examples that match the user's actual task.

Overview

This skill guides you through the complete Odoo Purchase workflow — from sending a Request for Quotation (RFQ) to receiving goods and matching the vendor bill. It also covers purchase agreements, vendor price lists on products, automated reordering, and 3-way matching controls.

When to Use This Skill

• Setting up the purchase flow for a new Odoo instance.
• Implementing purchase order approval workflows (2-level approval).
• Configuring vendor price lists with quantity-based discounts.
• Troubleshooting billing/receipt mismatches in 3-way matching.

How It Works

1. Activate: Mention @odoo-purchase-workflow and describe your purchasing scenario.
2. Configure: Receive exact Odoo menu paths and field-by-field configuration.
3. Troubleshoot: Describe a billing or receiving issue and get a root cause diagnosis.

Examples

Example 1: Standard RFQ → PO → Receipt → Bill Flow

Step 1: Create RFQ
  Menu: Purchase → Orders → Requests for Quotation → New
  Vendor: Acme Supplies
  Add product lines with quantity and unit price

Step 2: Send RFQ to Vendor
  Click "Send by Email" → Vendor receives PDF with RFQ details

Step 3: Confirm as Purchase Order
  Click "Confirm Order" → Status changes to "Purchase Order"

Step 4: Receive Goods
  Click "Receive Products" → Validate received quantities
  (partial receipts are supported; PO stays open for remaining qty)

Step 5: Match Vendor Bill (3-Way Match)
  Click "Create Bill" → Bill pre-filled from PO quantities
  Verify: PO qty = Received qty = Billed qty
  Post Bill → Register Payment

Example 2: Enable 2-Level Purchase Approval

Menu: Purchase → Configuration → Settings

Purchase Order Approval:
  ☑ Purchase Order Approval
  Minimum Order Amount: $5,000

Result:
  Orders ≤ $5,000  → Confirm directly to PO
  Orders > $5,000  → Status: "Waiting for Approval"
                     A purchase manager must click "Approve"

Example 3: Vendor Price List (Quantity Breaks on a Product)

Vendor price lists are configured per product, not as a global menu.

Menu: Inventory → Products → [Select Product] → Purchase Tab
  → Vendor Pricelist section → Add a line

Vendor: Acme Supplies
Currency: USD
Price:    $12.00
Min. Qty: 1

Add another line for quantity discount:
Min. Qty: 100 → Price: $10.50   (12.5% discount)
Min. Qty: 500 → Price:  $9.00   (25% discount)

Result: Odoo automatically selects the right price on a PO
based on the ordered quantity for this vendor.

Best Practices

• ✅ Do: Enable Purchase Order Approval for orders above your company's approval threshold.
• ✅ Do: Use Purchase Agreements (Blanket Orders) for recurring vendors with pre-negotiated annual contracts.
• ✅ Do: Set a vendor lead time on products (Purchase tab) so Odoo can schedule arrival dates accurately.
• ✅ Do: Set the Bill Control policy to "Based on received quantities" (not ordered qty) for accurate 3-way matching.
• ❌ Don't: Confirm a PO before prices are agreed — use Draft/RFQ status to negotiate first.
• ❌ Don't: Post a vendor bill without linking it to a receipt — bypassing 3-way matching creates accounting discrepancies.
• ❌ Don't: Delete a PO that has received quantities — archive it instead to preserve the stock and accounting trail.

Limitations

• Does not cover subcontracting purchase flows — those require the Manufacturing module and subcontracting BoM type.
• EDI-based order exchange (automated PO import/export) requires custom integration — use @odoo-edi-connector for that.
• Vendor pricelist currency conversion depends on the active currency rate in Odoo; rates must be kept current for accuracy.
• The 2-level approval is a binary threshold; more complex approval matrices (department-based, multi-tier) require custom development or the Approvals app.