Odoo 16 Community Book

Purchase

You can manage all the operations related to purchasing your products in the Purchase module. The advanced purchase management system in Odoo 16 makes purchase order tracking, product configuration, vendor management, and pricing of products/services effortless. Besides, you can supervise the requests for purchase orders and quotations using this module. Integrating the functionalities of the Purchase module with the other modules in Odoo 16, like Accounting, Inventory, Sales, and Invoicing, guarantees a hassle-free purchasing process.

Product Management

Odoo 16 has provisions for configuring and managing products in the Purchase module using its advanced features. The Products menu in this module allows you to govern the products list, variant details, and their cost. You have the options – Products and Product Variants – under the Products tab, where you can assess and alter the details of your company’s products/services and their variants.

If you click on ‘Products’ from the dropdown list of the Products menu, you will get a window displaying the entire list of products already created. This window’s view will be Kanban by default, but you can change it to the List view according to your convenience. In the Kanban view, the product previews display details like name, internal product reference, price, and product image. The Filters and Group By buttons help you locate a specific product entry based on the variables you apply.

Click on the Create button to add a new product to this list. A window will appear where you can fill in the details of the new product.

Assign the Product Name in the respective field. Click on the camera icon to upload a picture of the product. You can also see three options – Can be Sold, Can be Purchased, and Can be Expensed. Choose the ones applicable to the product.

The dropdown list of ‘Product Type’ shows options like Consumable, Service, Storable Product, Event Ticket, Course, and Event Booth. Select the type of your product from these options. In the field of Invoicing Policy, you can choose between ‘Ordered Quantities’ and ‘Delivered Quantities.’ Select ‘Ordered Quantities’ if you want to generate an invoice when someone orders a product. If you want to produce an invoice when a product is delivered, click on ‘Delivered Quantities.’

Fill in the fields – Unit of Measure, Purchase UoM, Sales Price, Customer Taxes, Cost, Product Category, Internal Reference, Bar Code, and Product Tags – applicable to the product. You can select your organization's name from the dropdown list of ‘Company,’ which will configure the product to that particular company.

If the product has variants, you can add them under the Attributes & Variants tab. We already detailed the configuration products in the Sales module. You can follow the same method to configure a new product in the Purchase module also. Under the Purchase tab, you can mention the Vendors of the product one by one using the Add a Line button. You can assign multiple vendors for a product under this tab.

In the respective fields, mention the Price to purchase this product, Currency, and Delivery lead time. The default taxes used when buying this product can be specified in the Vendor Taxes field. The Control Policy for this particular product can be set on Ordered Quantity or Delivered Quantity.

If you want to set a default Control Policy for all products in the Purchase module, you can go to the Settings menu. Here, you will get the Bill Control option to set the bill control policy for all products.

This will be applied to all new products as default. You can change the control policy of a particular product from the form view of that product.

If you want to add any notes on purchase orders, you can specify it in the Purchase Description field. You can set a warning under the Purchase tab. This will help you to generate warning messages when purchasing this product.

In order to get this feature, you need to activate the Warnings option from the Settings menu. Now, let’s check how to create a new vendor in the Purchase module.