--- name: odoo-purchase-workflow-343ac2663d89 description: "Expert guide for Odoo Purchase: RFQ → PO → Receipt → Vendor Bill workflow, purchase agreements, vendor price lists, and 3-way matching." risk: safe source: "self" --- # Odoo Purchase Workflow ## Overview This skill guides you through the complete Odoo Purchase workflow — from sending a Request for Quotation (RFQ) to receiving goods and matching the vendor bill. It also covers purchase agreements, vendor price lists on products, automated reordering, and 3-way matching controls. ## When to Use This Skill - Setting up the purchase flow for a new Odoo instance. - Implementing purchase order approval workflows (2-level approval). - Configuring vendor price lists with quantity-based discounts. - Troubleshooting billing/receipt mismatches in 3-way matching. ## How It Works 1. **Activate**: Mention `@odoo-purchase-workflow` and describe your purchasing scenario. 2. **Configure**: Receive exact Odoo menu paths and field-by-field configuration. 3. **Troubleshoot**: Describe a billing or receiving issue and get a root cause diagnosis. ## Examples ### Example 1: Standard RFQ → PO → Receipt → Bill Flow ```text Step 1: Create RFQ Menu: Purchase → Orders → Requests for Quotation → New Vendor: Acme Supplies Add product lines with quantity and unit price Step 2: Send RFQ to Vendor Click "Send by Email" → Vendor receives PDF with RFQ details Step 3: Confirm as Purchase Order Click "Confirm Order" → Status changes to "Purchase Order" Step 4: Receive Goods Click "Receive Products" → Validate received quantities (partial receipts are supported; PO stays open for remaining qty) Step 5: Match Vendor Bill (3-Way Match) Click "Create Bill" → Bill pre-filled from PO quantities Verify: PO qty = Received qty = Billed qty Post Bill → Register Payment ``` ### Example 2: Enable 2-Level Purchase Approval ```text Menu: Purchase → Configuration → Settings Purchase Order Approval: ☑ Purchase Order Approval Minimum Order Amount: $5,000 Result: Orders ≤ $5,000 → Confirm directly to PO Orders > $5,000 → Status: "Waiting for Approval" A purchase manager must click "Approve" ``` ### Example 3: Vendor Price List (Quantity Breaks on a Product) ```text Vendor price lists are configured per product, not as a global menu. Menu: Inventory → Products → [Select Product] → Purchase Tab → Vendor Pricelist section → Add a line Vendor: Acme Supplies Currency: USD Price: $12.00 Min. Qty: 1 Add another line for quantity discount: Min. Qty: 100 → Price: $10.50 (12.5% discount) Min. Qty: 500 → Price: $9.00 (25% discount) Result: Odoo automatically selects the right price on a PO based on the ordered quantity for this vendor. ``` ## Best Practices - ✅ **Do:** Enable **Purchase Order Approval** for orders above your company's approval threshold. - ✅ **Do:** Use **Purchase Agreements (Blanket Orders)** for recurring vendors with pre-negotiated annual contracts. - ✅ **Do:** Set a **vendor lead time** on products (Purchase tab) so Odoo can schedule arrival dates accurately. - ✅ **Do:** Set the **Bill Control** policy to "Based on received quantities" (not ordered qty) for accurate 3-way matching. - ❌ **Don't:** Confirm a PO before prices are agreed — use Draft/RFQ status to negotiate first. - ❌ **Don't:** Post a vendor bill without linking it to a receipt — bypassing 3-way matching creates accounting discrepancies. - ❌ **Don't:** Delete a PO that has received quantities — archive it instead to preserve the stock and accounting trail. ## Limitations - Does not cover **subcontracting purchase flows** — those require the Manufacturing module and subcontracting BoM type. - **EDI-based order exchange** (automated PO import/export) requires custom integration — use `@odoo-edi-connector` for that. - Vendor pricelist currency conversion depends on the active **currency rate** in Odoo; rates must be kept current for accuracy. - The **2-level approval** is a binary threshold; more complex approval matrices (department-based, multi-tier) require custom development or the Approvals app. --- Source attribution: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-purchase-workflow/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2026 Antigravity User Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: ASoudy Original project: https://github.com/ASoudy/AGS/blob/cd1d94757d590093507ef8ac26299eab8bc20478/AGAS/plugins/antigravity-awesome-skills-claude/skills/odoo-purchase-workflow/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Operations, Product Management, Sales Roles: Accountant, Business Development, Operations Manager, Product Manager, Sales Development Rep (SDR) Specialties: Specialty not specified Tools: Odoo Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: d8d8b5f6d3571fd78dd205bf49b20b1dee179137543abeeb1aeb147492130909