diff --git a/purchase.rst b/purchase.rst index 3ddd270b5..ab2f894df 100644 --- a/purchase.rst +++ b/purchase.rst @@ -7,6 +7,5 @@ Purchase .. toctree:: :titlesonly: - purchase/overview purchase/purchases purchase/replenishment diff --git a/purchase/overview.rst b/purchase/overview.rst deleted file mode 100644 index 86b4c9f01..000000000 --- a/purchase/overview.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/process diff --git a/purchase/overview/process.rst b/purchase/overview/process.rst deleted file mode 100644 index 12c754567..000000000 --- a/purchase/overview/process.rst +++ /dev/null @@ -1,8 +0,0 @@ -================ -Process Overview -================ - -.. toctree:: - :titlesonly: - - process/from_po_to_invoice.rst diff --git a/purchase/overview/process/from_po_to_invoice.rst b/purchase/overview/process/from_po_to_invoice.rst deleted file mode 100644 index ef29cf82d..000000000 --- a/purchase/overview/process/from_po_to_invoice.rst +++ /dev/null @@ -1,126 +0,0 @@ -============================================= -From purchase order to invoice and receptions -============================================= - -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 deleted file mode 100644 index d19d3bf73..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice01.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice02.png b/purchase/overview/process/media/from_po_to_invoice02.png deleted file mode 100644 index 3a58119bb..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice02.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice03.png b/purchase/overview/process/media/from_po_to_invoice03.png deleted file mode 100644 index cee57a10f..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice03.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice04.png b/purchase/overview/process/media/from_po_to_invoice04.png deleted file mode 100644 index c08995bd7..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice04.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice05.png b/purchase/overview/process/media/from_po_to_invoice05.png deleted file mode 100644 index 6c15e5f1a..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice05.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice06.png b/purchase/overview/process/media/from_po_to_invoice06.png deleted file mode 100644 index 6b5f4f420..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice06.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice07.png b/purchase/overview/process/media/from_po_to_invoice07.png deleted file mode 100644 index 2a6372a3f..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice07.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice08.png b/purchase/overview/process/media/from_po_to_invoice08.png deleted file mode 100644 index 2a6372a3f..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice08.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice09.png b/purchase/overview/process/media/from_po_to_invoice09.png deleted file mode 100644 index 6b5f4f420..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice09.png and /dev/null differ diff --git a/purchase/overview/process/media/from_po_to_invoice10.png b/purchase/overview/process/media/from_po_to_invoice10.png deleted file mode 100644 index 762c0fc86..000000000 Binary files a/purchase/overview/process/media/from_po_to_invoice10.png and /dev/null differ