Yannick Tivisse
33efc3954c
https://docs.google.com/document/d/1Z_4YcItrIrK05aLYc7ONyBvGKFsffpe1O9prccM9c4g/edit#heading=h.85s8qikbwxiy
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4.1 KiB
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122 lines
4.1 KiB
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=======================================================
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How to control product received? (entirely & partially)
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=======================================================
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The **Purchase** app allows you to manage your purchase orders, to control
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products to receive and to control supplier bills.
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If you want to get product forecasts and receptions under control, the
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first thing to do is to deploy the Odoo purchase process. Knowing what
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have been purchased is the basis of forecasting and controlling
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receptions.
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Configuration
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=============
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Install the Purchase and Inventory applications
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-----------------------------------------------
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Start by installing the Purchase application from the **Apps** module.
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This will automatically trigger the installation of the **Inventory** app
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(among others), which is required with **Purchase**.
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.. image:: media/reception02.png
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:align: center
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Create products
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---------------
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Then, you need to create the products you want to purchase. Go to the
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**Purchase** app, then :menuselection:`Purchase --> Products`,
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and click on **Create**.
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.. image:: media/reception05.png
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:align: center
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When creating the product, the **Product Type** field is important:
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- **Stockable & Consumable**: products need to be received in the
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inventory.
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- **Services & Digital Products** (only when the **eCommerce** app is
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installed): there is no control about what you receive or not.
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.. tip::
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It's always good to create a **Miscellaneous** product for all
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the products you purchased rarely and for which you don’t want
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to manage the stocks or have purchase/sale statistics.
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If you create such a product, we recommend to set his product
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type field as **Service**.
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Control products receptions
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===========================
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Purchase products
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-----------------
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From the purchase application, create a purchase order with a few
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products. If the vendor sent you a sale order or a quotation, put its
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reference in the **Vendor Reference** field. This will allow you to easily
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do the matching with the delivery order later on (as the delivery order
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will probably include the **Vendor Reference** of his sale order).
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.. image:: media/reception03.png
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:align: center
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.. note::
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See the documentation page :doc:`../../overview/process/from_po_to_invoice`
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for a full overview of the purchase process.
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Receive Products
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----------------
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If you purchased physical goods (stockable or consumable products), you
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can receive the products from the **Inventory** application. From the
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**Inventory** dashboard, you should see a button **X To Receive**, on the
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receipt box of the related warehouse.
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.. image:: media/reception01.png
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:align: center
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Click on this button and you access a list of all awaiting orders for
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this warehouse.
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.. image:: media/reception07.png
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:align: center
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If you have a lot of awaiting orders, you can use the filter bar to
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search on the **Vendor** (also called **Partner** in Odoo), the product or the
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source document, which is the reference of your purchase order. You can
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open the document that matches with the received delivery order and
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process all the lines within it.
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.. image:: media/reception04.png
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:align: center
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You may validate the whole document at once by clicking on the
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**Validate** button or you can control all products, one by one, by
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manually change the **Done** quantity (what has actually been received).
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When a line is green, it means the quantity received matches to what
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have been expected.
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.. note::
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If you work with lots or serial numbers, you can not set
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the processed quantity, but you have to provide all the
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lots or serial numbers to record the quantity received.
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When you validate the reception, if you have received less products than
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the initial demand, Odoo will ask youthe permission to create a
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backorder.
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.. image:: media/reception06.png
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:align: center
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If you plan to receive the remaining product in the future, select
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**Create Backorder**. Odoo will create a new documents for the awaiting
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products. If you choose **No Backorder**, the order is considered as
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fulfilled.
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.. seealso::
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* :doc:`bills`
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* :doc:`cancel`
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