Odoo Invoicing (procurement, sales, warehousing) Getting Started tutorial-Next

Reprint Address: http://blog.csdn.net/wangnan537/article/details/46475105

2. Invoicing Practice 2.1 Sales Products

Lee Carefree received a customer in Suzhou Mei Shang neighborhood supermarket purchase 10 music buckle box request, log in System, click the menu [Sales--sales---quotation], click New , set the customer as "Suzhou Mei Shang Neighborhood supermarket", in the Order Details tab click Add a project , the product is set to "Le Buckle buckle Trolley Box", the number is set to 10, this time will prompt not enough inventory, this is because there is no inventory in the warehouse (if the product's route has been checked to order, then do not have this hint), turn off this prompt, the rest of the information left the default settings, Then click Save .

Figure 2.1 Sales quotation

Send a quote to the customer (which can be sent via the system or printed as a pdf), after the customer confirms the quote, clicks on the Confirmation order , and the quote is converted into a sales order, and the invoice is automatically generated, and the sales order status becomes pending invoicing.
Click to view the invoice, you can see the status of the invoice is "to be out of the Library party confirmation", click Check Available , the invoice remains in this state, indicating insufficient inventory.
Click Generate Invoice , select "Invoice entire sales order" in the pop-up window, then click Create and view Invoice , at which time the internal invoice is generated and the status is "draft". Generated internal invoices, accountants can be queried through the menu [customer-client invoice, accounting---.
At this point, the pre-sales work completed, the next need to purchase products warehousing and arrange delivery.

2.2 Purchase Replenishment

This is the way the system generates the RFQ, and of course it can be manually created by the purchasing staff.
We have set the re-ordering rules of the product in the previous steps, the librarian login system, click the menu [Warehouse---plan, run scheduling], click on the run schedule, the system will be based on the reorder rules and sales orders and inventory situation automatically generated purchase inquiry form.
Tips: In the system set up the MRP schedule cycle, the system will periodically run the MRP Generate Purchase inquiry form, we use the manual run scheduling method to generate inquiry form.
Purchasing Personnel Princes Login system, click on the menu [Purchase, Purchase, inquiry form], you can see the purchase inquiry form generated, click Open,

Figure 2.2 Purchase Inquiry Form

Tips: When the route in the product is not marked with MTO, the schedule is run to generate the RFQ (the purchase order is checked in the setup in real time, why is it not effective?), the number of purchases takes into account the minimum inventory rules, the number of purchase lines generated in this case is 20, and the purchase quantity does not consider the minimum inventory rule The number of purchase order lines is 10.
After the supplier confirms the RFQ information, princes clicks on the confirmation order , when the RFQ is converted into a purchase order, the system automatically generates inbound and internal invoices, and the sales order status changes to "Purchase orders confirmation".
Click Storage , you can see the inbound order status is "ready to move."
Click on the invoice you received and you can see the invoice status as "draft". The generated internal invoice can be queried by the accountant through the menu [supplier-to-vendor invoice].
At this point, the procurement of pre-work completed, waiting for warehouse receipts.

2.3 Product Storage

Lok Buckle Daily Necessities (Suzhou) Co., Ltd. to send the goods to the warehouse, warehouse teacher Login system, click the menu [Warehouse---operation, all operations],

Figure 2.3 Type of operation

Click the arrow to position it, then open the inbound order,

Figure 2.4 Inbound Orders

Click on the move , in the pop-up box to confirm the goods information, click on the application , this time the storage is complete, the storage order status changed to "moved".
After the receipt confirmation, the system will automatically generate the accounting entries, at this time Cai Wenji login System, click the menu [Accounting entry, accounting entry, accounting entries], you can see the generated accounting entries.

Figure 2.5 Inbound Accounting entries

Click postings to post the accounting vouchers.
Tips: The system automatically generates accounting entries based on the two settings we made earlier: (1) in the warehouse, tick the "inventory changes automatically generated accounting entries" (2) in the product, set up the inventory accounting as "real-time (automatic)."

2.4 Payment processing

Cai Wenji after receiving the actual invoice issued by Le Buckle Daily Necessities (Suzhou) Co., Ltd., it is necessary to check with the draft of the vendor invoice that was generated earlier in the system. Click the menu [Accountant---supplier-vendor invoice], open the invoice, click Billing , approve the invoice.

Figure 2.6 Approving vendor invoices

After the invoice is approved, the system automatically generates an accounting entry with the status of "billed."

Figure 2.7 Purchase Invoice Accounting entry

After the company agrees to pay, Cai Wenji clicks on the payment in the vendor invoice, selects the actual payment method (cash or bank entry) in the pop-up payment window, this case is selected as "bank entry", then click Register to pay .

Figure 2.8 Payment

After payment, the system automatically generates accounting entries, clicks Postings , and posts the accounting vouchers.

Figure 2.9 Payment Accounting entries

At this point, the vendor payment is completed and the procurement process is completed.

2.5 Product out-of-stock

After the purchase of the trolley box warehousing, the warehouse teacher click on the check out of the list is available, because there is sufficient inventory, this time the outbound status will become "ready to move."

Figure 2.10 Checking out the library list

When you're ready to deliver, click Move , confirm the message in the pop-up box, click Apply , and when the outbound is complete, the out-of-stock status changes to "moved".
After the confirmation of the list, the system will automatically generate the accounting entries, at this time Cai Wenji login System, click the menu [accounting entries, such as accounting entries], you can see the generated accounting entries, click Posting, the accounting vouchers posted.

2.6 Collection Processing

After the warehouse personnel delivery, CAI Wenji click the menu [Accounting--customer-customer invoice], open the invoice, click Billing , approve the invoice. After the invoice is approved, the system automatically generates an accounting entry with the status of "billed."
Cai Wenji received customer payment, in the customer invoice click to Register Payment , select the actual payment method, and then click on the registration payment , the system will automatically generate accounting entries, click Post, the accounting vouchers posted.
At this point, the customer payment is completed, the sales process is over.

3. Conclusion

In order to let beginners quickly understand odoo, this article on the procurement, sales, warehousing, Accounting module introduction is only a generalities, in order to view the effectiveness of the.
In fact, Odoo's function is far more complex and powerful than mentioned in the article, and the actual application scenario of the enterprise is also flexible and changeable. How to maximize the use of odoo standardized business processes, how to two times based on Odoo development to meet enterprise non-standard process, is the implementation of Odoo's focus and direction.

4. References

[1] OpenERP Implementation Record http://www.cnblogs.com/eastson/archive/2013/06/10/3121314.html
[2] Odoo8.0 Initialization Settings http://shine-it.net/index.php?topic=16538.msg28681

Odoo Invoicing (procurement, sales, warehousing) Getting Started tutorial-Next