[ADD] accounting: How to manage vendor Bills

https://docs.google.com/document/d/1W6ybn8fLr6Y9QDvbARCOG_z0H4sjxz222SmhnMM_kd8/edit

accounting/payables/supplier_bills.rst

@@ -5,5 +5,5 @@ Supplier Bills
 .. toctree::
    :titlesonly:
 
-   supplier_bills/overview
+   supplier_bills/manage
    supplier_bills/bills_or_receipts

accounting/payables/supplier_bills/manage.rst

@@ -0,0 +1,234 @@
+==========================
+How to manage vendor Bills
+==========================
+
+The **Purchase** application allows you to manage your purchase orders,
+incoming products, and vendor bills all seamlessly in one place.
+
+If you want to set up a vendor bill control process, the first thing you
+need to do is to have purchase data in Odoo. Knowing what has been
+purchased and received is the first step towards understanding your
+purchase management processes.
+
+Here is the standard work flow in Odoo:
+
+1. You begin with a **Request for Quotation (RFQ)** to send out to your
+   vendor(s).
+
+2. Once the vendor has accepted the RFQ, confirm the RFQ into a
+   **Purchase Order (PO)**.
+
+3. Confirming the PO generates an **Incoming Shipment** if you purchased
+   any stockable products.
+
+4. Upon receiving a **Vendor Bill** from your Vendor, validate the bill
+   with products received in the previous step to ensure accuracy.
+
+This process may be done by three different people within the company,
+or only one.
+
+Configuration
+=============
+
+Installing the Purchase and Inventory applications
+--------------------------------------------------
+
+From the **Apps** application, search for the **Purchase** module and
+install it. Due to certain dependencies, Installing Purchase will
+automatically install the **Inventory** and **Accounting** applications.
+
+Creating products
+-----------------
+
+Creating products in Odoo is essential for quick and efficient
+purchasing within Odoo. Simply navigate to the Products submenu under
+Purchase, and click create.
+
+.. image:: ./media/manage01.png
+  :align: center
+
+When creating the product, Pay attention to the **Product Type** field,
+as it is important:
+
+- Products that are set as **Stockable or Consumable** will allow you
+  to keep track of their inventory levels. These options imply
+  stock management and will allow for receiving these kinds of
+  products.
+
+- Conversely, products that are set as a **Service or Digital Product**
+  will not imply stock management, simply due to the fact that
+  there is no inventory to manage. You will not be able to receive
+  products under either of these designations.
+
+.. tip::
+
+	It is recommended that you create a **Miscellaneous** product for all purchases
+	that occur infrequently and do not require inventory valuation or management.
+	If you create such a product, it is recommend to set the product type to **Service**.
+
+Managing your Vendor Bills
+==========================
+
+Purchasing products or services
+-------------------------------
+
+From the purchase application, you can create a purchase order with as
+many products as you need. If the vendor sends you a confirmation or
+quotation for an order, you may record the order reference number in the
+**Vendor Reference** field. This will enable you to easily match the PO
+with the the vendor bill later (as the vendor bill will probably include
+the Vendor Reference)
+
+.. image:: ./media/manage02.png
+  :align: center
+
+Validate the purchase order and receive the products from the Inventory
+application.
+
+Receiving Products
+------------------
+
+If you purchased any stockable products that you manage the inventory
+of, you will need to receive the products from the Inventory application
+after you confirm a Purchase Order. From the **Inventory dashboard**, you
+should see a button linking you directly to the transfer of products.
+This button is outlined in red below:
+
+.. image:: ./media/manage03.png
+  :align: center
+
+Navigating this route will take you to a list of all orders awaiting to
+be received.
+
+.. image:: ./media/manage04.png
+  :align: center
+
+If you have a lot of awaiting orders, apply a filter using the search
+bar in the upper right. With this search bar, you may filter based on
+the Vendor (Partner), the product, or the source document, also known as
+the reference of your purchase order. You also have the capability to
+group the orders by different criteria under **Group By**. Selecting an
+item from this list will open the following screen where you then will
+receive the products.
+
+.. image:: ./media/manage05.png
+  :align: center
+
+Purchasing service products does not trigger a delivery order.
+
+Managing Vendor Bills
+---------------------
+
+When you receive a Vendor Bill for a previous purchase, be sure to
+record it in the Purchases application under the **Control Menu**. You
+need to create a new vendor bill even if you already registered a
+purchase order.
+
+.. image:: ./media/manage06.png
+  :align: center
+
+The first thing you will need to do upon creating a Vendor Bill is to
+select the appropriate Vendor as this will also pull up any associated
+accounting or pricelist information. From there, you can choose to
+specify any one or multiple Purchase Orders to populate the Vendor Bill
+with. When you select a Purchase Order from the list, Odoo will pull any
+uninvoiced products associated to that Purchase Order and automatically
+populate that information below. If you are having a hard time finding
+the appropriate Vendor bill, you may search through the list by
+inputting the vendor reference number or your internal purchase order
+number.
+
+.. image:: ./media/manage07.png
+  :align: center
+
+While the invoice is in draft state, you can make any modifications you
+need (i.e. remove or add product lines, modify quantities, and change
+prices).
+
+.. note::
+
+	Your vendor may send you several bills for the same Purchase Order if:
+	
+	1. Your vendor is in back-order and is sending you invoices as they ship the products.
+	2. Your vendor is sending you a partial bill or asking for a deposit.
+
+Every time you record a new vendor bill, Odoo will automatically
+populate the product quantities based on what has been received from the
+vendor. If this value is showing a zero, this means that you have not
+yet received this product and simply serves as a reminder that the
+product is not in hand and you may need to inquire further into this. At
+any point in time, before you validate the Vendor Bill, you may override
+this zero quantity.
+
+Vendor Bill Matching
+====================
+
+What to do if your vendor bill does not match what you received
+---------------------------------------------------------------
+
+If the bill you receive from the vendor has different quantities than
+what Odoo automatically populates as quantities, this could be due to
+several reasons:
+
+- the vendor is incorrectly charging you for products and/or services
+  that you have not ordered,
+
+- the vendor is billing you for products that you might not have
+  received yet, as the invoicing control may be based on ordered or
+  received quantities,
+
+- or the vendor did not bill you for previously purchased products.
+
+In these instances it is recommended that you verify that the bill, and
+any associated purchase order to the vendor, are accurate and that you
+understand what you have ordered and what you have already received.
+
+If you are unable to find a purchase order related to a vendor bill,
+this could be due to one of a few reasons:
+
+- the vendor has already invoiced you for this purchase order,
+  therefore it is not going to appear anywhere in the selection,
+
+- someone in the company forgot to record a purchase order for this
+  vendor,
+
+- or the vendor is charging you for something you did not order.
+
+
+
+How product quantities are managed
+----------------------------------
+
+By default, services are managed based on ordered quantities, while
+stockables and consumables are managed based on received quantities.
+
+If you need to manage products based on ordered quantities over received
+quantities, you will need to belong to the group **Purchase Manager**.
+Ask your system administrator to enable these access on :menuselection:`Settings
+--> Users --> Users --> Access Rights`. Once you belong to the correct group,
+select the product(s) you wish to modify, and you should see a new field appear,
+labeled **Control Purchase Bills**.
+
+.. image:: ./media/manage08.png
+  :align: center
+
+You can then change the default management method for the selected
+product to be based on either:
+
+- Ordered quantities
+
+- or Received quantities
+
+Batch Billing
+-------------
+
+When creating a vendor bill and selecting the appropriate purchase
+order, you may continue to select additional purchase orders and Odoo
+will add the additional line items from that purchase order.. If you
+have not deleted the previous line items from the first purchase order
+the bill will be linked to all the appropriate purchase orders.
+
+.. rst-class:: text-muted
+
+| Written by Fabien Pinckaers (Odoo)
+| Proofread by Richard Shall (Odoo)

accounting/payables/supplier_bills/overview.rst

@@ -1,3 +0,0 @@
-====================================
-Overview of the bill control process
-====================================