Purchases
Last update:
07/21/2026
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In this topic
Purchases Overview
- Introduction to Purchases
- Vendor Management & Price Lists
- Creating & Confirming Purchase Orders
- Purchase Analysis Report
- Purchases Settings Deep Dive
- Receiving Goods
- Vendor Bills from Purchases
Vendors
Purchase Orders
Reporting & Analysis
Introduction to Purchases
The Purchases Module
The Purchases module manages procurement - from requesting quotes to receiving goods and paying vendor bills. It integrates with Inventory (stock replenishment), Accounting (vendor bills), and Manufacturing (raw material procurement).
Core Concepts
| Concept | Model | Description |
|---|---|---|
| Request for Quotation (RFQ) | purchase.order (state=draft) | Sent to vendors to get pricing. Becomes a PO when confirmed. |
| Purchase Order (PO) | purchase.order (state=purchase) | Confirmed order. Triggers receipt and billing. |
| Receipt | stock.picking | Goods received from vendor. Validated in Inventory. |
| Vendor Bill | account.move (type=in_invoice) | Invoice received from vendor. Posted in Accounting. |
| Vendor Price List | product.supplierinfo | Pricing agreements per vendor per product. |
| Reordering Rule | stock.warehouse.orderpoint | Min/max stock rules that auto-create RFQs. |
Procurement Flow
- Need Identified - Manual request, reordering rule trigger, or MTO from sales.
- RFQ Created - Sent to preferred vendor(s).
- PO Confirmed - Vendor accepts. Order is confirmed.
- Goods Received - Receipt validated in Inventory. Stock updated.
- Bill Received - Vendor invoice posted in Accounting.
- Payment - Bill paid according to payment terms.
Menu Structure
- Orders - Requests for Quotation, Purchase Orders, Receipts, Vendor Bills.
- Products - Products (shared catalog), Vendor Price Lists.
- Configuration - Settings, Purchase Teams, Product Categories.
- Reporting - Purchase Analysis (pivot/graph).
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