===========================
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.

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When creating the product, pay attention to the **Product Type** field,
since 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 recommended 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)

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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:

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Navigating this route will take you to a list of all orders waiting to
be received.

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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 can also
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.

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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.

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The first thing you will need to do upon creating a vendor bill is to
select the appropriate vendor, since doing so will also pull up any associated
accounting or pricelist information. From there, you can choose to
specify 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.

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While the invoice is in a 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:

   #. Your vendor is in back-order and is sending you invoices as they ship the products.
   #. 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 quantities that do not match
the quantities automatically populated by Odoo, 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.

- 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.

- 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**.

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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. Odoo
will add the additional line items from the purchase orders you select. 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.
