VENDOR MANAGEMENT
Monitoring your vendors or merchants can be a tedious task in everyday business life. Costs can change and you may have a few providers for one item. With Odoo you can straightly get linked with merchants with the corresponding product/item and indicate the costs when you make a purchase.
Since Odoo Sales and Purchase module is related with CRM, there is no different vendor management in purchase, rather it gets to Partner management subsystem simply like in the Sales module. Utilizing this module, one can add people to their framework whom can act either as Customer or Vendor or Both. In purchase module one can get to this feature under Purchase > Orders> Vendors.
CREATING VENDOR
Upon clicking the CREATE button, a creation form will appear like below:
Odoo gets you with two types of vendors:
- Individual
- Company
- Contact and Address Tab: Here you have the option to completely configure a new vendor of yours via adding his name, address, phone, mobile, email id, website links, tags ( specializations) etc.
Under Sales and Purchase Tab:
Under Sales you have-
Salesperson: The internal user in charge of this product.
Delivery Method: Default delivery method used in sales order.
Payment Terms: This payment term will be used instead of the default one for sales orders and customer invoices.
Price lists: The selected price list will be used instead of default one, for sales to the current partner.
Under Purchase-
Payment Terms: This payment term will be used instead of the default one for purchase orders and vendor bills.
Supplier Currency: This currency will be used instead of the default one for purchases from current partner.
Under Point of Sale-
Fiscal Position: The fiscal position determines the taxes/accounts used for this contract.
Barcode: Use a barcode to identify this contract from the point of sale.
Loyalty Points: These are the points that user won as a part of loyalty program.
Under Inventory
Customer Location: The stock location used as destination when sending goods to this contract.
Vendor Location: The stock location used as source when receiving goods from this contract.
Subcontractor Location: The stock location used as source and destination when sending goods to this contract during a subcontracting process.
Under Accounting Tab
Enables to add the basic accounting details pertaining to the customer. The creation form will look like:
- Bank: The name of the bank, where the customer holds the account.
- Account number: The customer’s registered account number.
- Account Receivable: This account will be used instead of the default one as the receivable account for the current partner.
- Account Payable: The account will be used instead of the default one as the payable account for the current partner.
Internal Notes Tab
Internal note is a functional feature that you put comment without disturbing followers. If you want to notify a particular seller, rather than disturbing all others, you can insert an internal note in the customer form.
Under Membership Tab
- Free Member: Tick the option if you want to give free membership option to the vendor.
- Current Membership Status: Indicates the membership state ( Non-Member/Cancelled Member/ Old Member/Waiting Member/Invoiced Member/Paying Member etc).
- Associate Member: A member with whom you want to associate your membership. It will consider the membership state of the associated member.
VENDOR PRICELISTS
Importing the vendor pricelists can be of great advantage when it comes to staying abreast with product pricing for a business organization.
Configuration
To enable the feature, go to Purchases ‣ Configuration ‣ Vendor Pricelists.
Upon clicking the CREATE button, you can create new VENDOR PRICELISTS.
The creation form will look like below:
- Vendor: Vendor of this product.
- Vendor Product Name:This vendor’s product name will be used when printing a request for quotation.Keep empty to use the internal one.
- Vendor Product Code: This vendor’s product code will be used when printing a request for quotation.Keep empty to use the internal one.
- Product Variant: If not set, the vendor price will apply to all variants of this product.
- Delivery Lead Time: Lead time in days between the confirmation of the purchase order and the receipt of the products in your warehouse. Used by the scheduler for automatic computation of the purchase order planning.
IMPORTING A PRICELIST
To import a pricelist you can click on the Import button next to the create button under Purchase ‣ Vendor Pricelists.
Load your file, then you can check if everything is correct before clicking import.
See below a template of the columns used.