Procure-to-Pay (P2P) in Odoo
A brief overview of the Procurement to Payment process in Odoo
Request for Quotation (RFQ) to Purchase Order (PO)
This part should be done by the Purchasing department.
To create new RFQ, you can go to Purchase module, then press create button on the RFQ page. Then, fill in the appropriate information. After done, press confirm order. At this stage, the RFQ has been confirmed, and the purchase order has been released.
Inventory Receiving
This part should be done by the Warehouse department.
To receive inventory, go to the inventory module, then press receipts. Here, locate the related receipt according the the Purchase Order number in the Source Document column.
To confirm the amount that has been received, update the “done” column to match the received items. After done, press validate.
Supplier Invoice
This part should be done by the Purchasing department.
To release vendor bill, go to Purchase module, then click on the previous Purchase Order reference. After that, press the create bill button on the top left corner. Now, the vendor bill has been created.
Payment
This part should be done by the Finance department
To pay the vendor bill, go to the Invoicing module → Vendor → Bills. Then, choose the vendor bills that you want to pay. Then, make sure the Bill Date has been filled. After that, press the confirm button. Then, press the register payment button, make sure all fields are filled accordingly, and finally, press on create payment.