diff --git a/purchase/overview/process/from_po_to_invoice.rst b/purchase/overview/process/from_po_to_invoice.rst index c86acd09f..ef29cf82d 100644 --- a/purchase/overview/process/from_po_to_invoice.rst +++ b/purchase/overview/process/from_po_to_invoice.rst @@ -2,4 +2,125 @@ From purchase order to invoice and receptions ============================================= -*Coming soon...* \ No newline at end of file +For most of your everyday purchases, chances are you already know where +to purchase and at what price. For these cases, a simple Purchase Order +(PO) will allow you to handle the whole process. + +In Odoo, a purchase order can be created as is, but can also be the +result of a Request for Quotation or of a Purchase Tender. Therefore, +every purchase made in Odoo has a PO. + +The PO will generate an invoice, and depending on the contract with your +supplier, you will be required to pay the invoice before or after +delivery. + +Install the Purchase Management application +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +From the **Apps** application, search and install the +**Purchase Management** application. + +.. image:: media/from_po_to_invoice01.png + :align: center + +Creating a Purchase Order +~~~~~~~~~~~~~~~~~~~~~~~~~ + +In the **Purchases** app, open the **Purchase** menu and +click on **Purchase Orders**. + +In the **Purchase Orders** window, click on **Create**. + +.. image:: media/from_po_to_invoice02.png + :align: center + +From the new window, insert the **Vendor** and type in the **Order +Date**. + +In the **Products** section, click on **Add an item**. + +.. image:: media/from_po_to_invoice03.png + :align: center + +Select your product from the list and add a description if necessary. + +The **Scheduled Date** menu corresponds to the expected delivery date. + +Type in the quantity which you wish to purchase, then click on **Save** and +on **Confirm Order**. + +.. note:: + If you wish to go through the complete flow and create a **Request for + Quotation** for this order, refer to the document on + :doc:`../../purchases/rfq/create` + +As you can see, the status of the PO has switched to ``Purchase Order``. + +.. image:: media/from_po_to_invoice04.png + :align: center + +Registering invoice, payments and receiving products +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Depending on the contract you have with your supplier, you can either +pay for the purchase upon delivery of the goods, or get the goods +delivered after payment. + +Payment upon or after reception +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Still from your purchase order, click on **Receive Products**. + +In the next page, check that the number of products received corresponds +to the number ordered, then manually enter the delivered quantity and +click on **Validate**. + +.. image:: media/from_po_to_invoice05.png + :align: center + +Go back to the PO. In the PO, a **Shipment** and an **Invoice** button have +appeared. + +.. image:: media/from_po_to_invoice06.png + :align: center + +Click on the **Invoices** button, then click on **Validate**. +The invoice is now registered in the system. Click on **Register Payment**, +insert the detail of the payment, and click on **Validate**. + +.. image:: media/from_po_to_invoice07.png + :align: center + +Your products are now ready for picking and storage, and the invoice is +marked as paid. + +Upfront payment +^^^^^^^^^^^^^^^ + +From the **Purchase Order** page, open the **Invoices** tab, then click on +**Create**. + +In the next page, click on **Validate**. The invoice is now registered in +the system. Click on **Register Payment**, insert the detail of the payment, +and click on **Validate**. + +.. image:: media/from_po_to_invoice08.png + :align: center + +Go back to the PO. In the PO, a **Shipment** tab and an **Invoice** tab have +appeared. + +.. image:: media/from_po_to_invoice09.png + :align: center + +Click on **Receive Products**, then in the new page, click on **Validate**. + +.. image:: media/from_po_to_invoice10.png + :align: center + +A window will appear, asking if you wish to process every item at once. +Click on **Apply**. + +Your products are now ready for picking and storage, and the invoice is +marked as paid. + diff --git a/purchase/overview/process/media/from_po_to_invoice01.png b/purchase/overview/process/media/from_po_to_invoice01.png new file mode 100644 index 000000000..d19d3bf73 Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice01.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice02.png b/purchase/overview/process/media/from_po_to_invoice02.png new file mode 100644 index 000000000..3a58119bb Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice02.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice03.png b/purchase/overview/process/media/from_po_to_invoice03.png new file mode 100644 index 000000000..cee57a10f Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice03.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice04.png b/purchase/overview/process/media/from_po_to_invoice04.png new file mode 100644 index 000000000..c08995bd7 Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice04.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice05.png b/purchase/overview/process/media/from_po_to_invoice05.png new file mode 100644 index 000000000..6c15e5f1a Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice05.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice06.png b/purchase/overview/process/media/from_po_to_invoice06.png new file mode 100644 index 000000000..6b5f4f420 Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice06.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice07.png b/purchase/overview/process/media/from_po_to_invoice07.png new file mode 100644 index 000000000..2a6372a3f Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice07.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice08.png b/purchase/overview/process/media/from_po_to_invoice08.png new file mode 100644 index 000000000..2a6372a3f Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice08.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice09.png b/purchase/overview/process/media/from_po_to_invoice09.png new file mode 100644 index 000000000..6b5f4f420 Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice09.png differ diff --git a/purchase/overview/process/media/from_po_to_invoice10.png b/purchase/overview/process/media/from_po_to_invoice10.png new file mode 100644 index 000000000..762c0fc86 Binary files /dev/null and b/purchase/overview/process/media/from_po_to_invoice10.png differ