diff --git a/purchase/purchases/rfq/bills.rst b/purchase/purchases/rfq/bills.rst index 65c5a1210..01bdbe166 100644 --- a/purchase/purchases/rfq/bills.rst +++ b/purchase/purchases/rfq/bills.rst @@ -1,227 +1,50 @@ -====================== -Control supplier bills -====================== +============ +Bill Control +============ -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. +With Odoo, you can define a setting to help the control of your bills. +*Bill Control* lets you choose if the supplier sends you the bill +before or after you receive the goods. 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/bills03.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/bills04.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/bills07.png - :align: center - -Navigating this route will take you to a list of all orders awaiting to -be received. - -.. image:: media/bills05.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** (or **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/bills02.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/bills06.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. +For this feature to work, go to :menuselection:`Purchases --> +Configuration --> Settings` and select which way you want to control your +bills. .. image:: media/bills01.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). +Change the control policy +========================= -.. note:: - Your vendor may send you several bills for the same purchase order if: +While the setting above will be your default method of bill control, you +can always select which way you want to invoice your product on each +product page under the *Purchase* tab. - 1. Your vendor is in back-order and is sending you invoices as they - ship the products. +You might want to use different settings for different types of +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 enable **Debug Mode** from the **About Odoo** -information. Once debug mode is activated, select the product(s) you -wish to modify, and you should see a new field appear, labeled **Control -Purchase Bills**. - -.. image:: media/bills08.png +.. image:: media/bills02.png :align: center -You can then change the default management method for the selected -product to be based on either: -- Ordered quantities +Verify your Vendor Bill +======================= -- Received quantities +If you didn’t receive any of your product yet on *Purchase Order* +under the *Shipment* tab, -Batch Billing -------------- +.. image:: media/bills03.png + :align: center + + +Depending on the billing policy defined above. If you're supposed to be +billed based on ordered quantity, Odoo will suggest a bill for the +number of units ordered. If you're supposed to be billed based on the +received quantities, Odoo will suggest a bill for 0 as shown above. + +.. image:: media/bills04.png + :align: center -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. diff --git a/purchase/purchases/rfq/media/bills01.png b/purchase/purchases/rfq/media/bills01.png index f325c8e82..c887d7883 100644 Binary files a/purchase/purchases/rfq/media/bills01.png and b/purchase/purchases/rfq/media/bills01.png differ diff --git a/purchase/purchases/rfq/media/bills02.png b/purchase/purchases/rfq/media/bills02.png index fb035b81a..bf7d958da 100644 Binary files a/purchase/purchases/rfq/media/bills02.png and b/purchase/purchases/rfq/media/bills02.png differ diff --git a/purchase/purchases/rfq/media/bills03.png b/purchase/purchases/rfq/media/bills03.png index 8a1271b7d..1da1a8ac3 100644 Binary files a/purchase/purchases/rfq/media/bills03.png and b/purchase/purchases/rfq/media/bills03.png differ diff --git a/purchase/purchases/rfq/media/bills04.png b/purchase/purchases/rfq/media/bills04.png index b265a15e3..58987f237 100644 Binary files a/purchase/purchases/rfq/media/bills04.png and b/purchase/purchases/rfq/media/bills04.png differ diff --git a/purchase/purchases/rfq/media/bills05.png b/purchase/purchases/rfq/media/bills05.png deleted file mode 100644 index 601be5590..000000000 Binary files a/purchase/purchases/rfq/media/bills05.png and /dev/null differ diff --git a/purchase/purchases/rfq/media/bills06.png b/purchase/purchases/rfq/media/bills06.png deleted file mode 100644 index 0b6cf091e..000000000 Binary files a/purchase/purchases/rfq/media/bills06.png and /dev/null differ diff --git a/purchase/purchases/rfq/media/bills07.png b/purchase/purchases/rfq/media/bills07.png deleted file mode 100644 index 99527066f..000000000 Binary files a/purchase/purchases/rfq/media/bills07.png and /dev/null differ diff --git a/purchase/purchases/rfq/media/bills08.png b/purchase/purchases/rfq/media/bills08.png deleted file mode 100644 index 751afa696..000000000 Binary files a/purchase/purchases/rfq/media/bills08.png and /dev/null differ