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(entirely & partially) -======================================================= \ No newline at end of file +======================================================= + +The **Purchase** app allows you to manage your purchase orders, to control +products to receive and to control supplier bills. + +If you want to get product forecasts and receptions under control, the +first thing to do is to deploy the Odoo purchase process. Knowing what +have been purchased is the basis of forecasting and controlling +receptions. + +Configuration +============= + +Install the Purchase and Inventory applications +----------------------------------------------- + +Start by installing the Purchase application from the **Apps** module. +This will automatically trigger the installation of the **Inventory** app +(among others), which is required with **Purchase**. + +.. image:: media/reception02.png + :align: center + +Create products +--------------- + +Then, you need to create the products you want to purchase. Go to the +**Purchase** app, then :menuselection:`Purchase --> Products`, +and click on **Create**. + +.. image:: media/reception05.png + :align: center + +When creating the product, the **Product Type** field is important: + +- **Stockable & Consumable**: products need to be received in the + inventory. + +- **Services & Digital Products** (only when the **eCommerce** app is + installed): there is no control about what you receive or not. + +.. tip:: + It's always good to create a **Miscellaneous** product for all + the products you purchased rarely and for which you don’t want + to manage the stocks or have purchase/sale statistics. + If you create such a product, we recommend to set his product + type field as **Service**. + +Control products receptions +=========================== + +Purchase products +----------------- + +From the purchase application, create a purchase order with a few +products. If the vendor sent you a sale order or a quotation, put its +reference in the **Vendor Reference** field. This will allow you to easily +do the matching with the delivery order later on (as the delivery order +will probably include the **Vendor Reference** of his sale order). + +.. image:: media/reception03.png + :align: center + +.. note:: + See the documentation page :doc:`../../overview/process/from_po_to_invoice` + for a full overview of the purchase process. + +Receive Products +---------------- + +If you purchased physical goods (stockable or consumable products), you +can receive the products from the **Inventory** application. From the +**Inventory** dashboard, you should see a button **X To Receive**, on the +receipt box of the related warehouse. + +.. image:: media/reception01.png + :align: center + +Click on this button and you access a list of all awaiting orders for +this warehouse. + +.. image:: media/reception07.png + :align: center + +If you have a lot of awaiting orders, you can use the filter bar to +search on the **Vendor** (also called **Partner** in Odoo), the product or the +source document, which is the reference of your purchase order. You can +open the document that matches with the received delivery order and +process all the lines within it. + +.. image:: media/reception04.png + :align: center + +You may validate the whole document at once by clicking on the +**Validate** button or you can control all products, one by one, by +manually change the **Done** quantity (what has actually been received). +When a line is green, it means the quantity received matches to what +have been expected. + +.. note:: + If you work with lots or serial numbers, you can not set + the processed quantity, but you have to provide all the + lots or serial numbers to record the quantity received. + +When you validate the reception, if you have received less products than +the initial demand, Odoo will ask youthe permission to create a +backorder. + +.. image:: media/reception06.png + :align: center + +If you plan to receive the remaining product in the future, select +**Create Backorder**. Odoo will create a new documents for the awaiting +products. If you choose **No Backorder**, the order is considered as +fulfilled. + +.. seealso:: + * :doc:`bills` + * :doc:`cancel`