Vendor management
The Odoo platform's effective vendor management tool allows the user to manage the
operations of the vendors being listed out in the platform. The user can describe
multiple vendors to a product and service in the Odoo purchase management tool.
This multiple vendor aspect of the Odoo platform will add up to the user interface
and operations ability of the Odoo in the real time operations of the company.
The vendors described in the platform are listed out in the vendor menu accessible
from the orders tab of the module. The vendor list available is described and the
user can view the menu in the kanban format or the list view. In addition, the data
available can be sorted out using the various filtering options available in the
platform.
In the instance of a new vendor creation to the platform the user can access the
creation window by selecting the create option available.
In the vendor creation window the user can provide the vendor name , mention it
as the company or an individual, allocate the company address and the taxation details
as per the region of operation. Describe the contact details of the company such
as mobile, office number, email ID, website links and the tags allocated with the
vendor for the in house operations. In the contacts and address menu the user and
add the respective address and the location details of the vendor. A vendor can
have multiple addresses and location details in Odoo.
Under the sales and the purchase menu the user can assign the sales person, delivery
method, payment terminologies and the price list operations of the vendor. Under
the purchase details of the menu the user can define the payment terms and the receipt
reminder operations of the module. The point of sale options for the vendor can
be described based on the barcode details and the loyalty points on the product
sales achieved. The fiscal position can be defined under the fiscal information
tab. The miscellaneous information has the reference details, company, website and
the industry type descriptions can also be provided.
The accounting aspect of the vendors can be described under the accounting menu
of the respective vendor. The bank accounts of the vendor along with the details
of the accounts can be allocated. The accounting entries within the platform operation
for the receivable and payable chart of accounts can be described.
Under the internal notes menu the user can provide a vendor description which will
be mentioned internally only. In addition, in case of warning messages to be generated
at instances of operation in Odoo involving the respective vendor can also be customized
here.
Vendor price list
The important aspect of a vendor management is setting the price list for the different
products available and are supplied by each vendor. The vendor price list menu can
be accessed from the configuration tab of the purchase module. In the menu the user
can view all the price list options being described in the platform. The data can
be viewed in list and kanban view which can be sorted, filtered and grouped by based
on the different parameters available.
The user can create a new price list by selecting the create option available in
the window. In the creation window the user can provide the vendor details, vendor
product name, vendor product code and assign the delivery lead time. In the pricelist
section of the menu the user can assign the product information such as product
name, variant, quantity and the unit price along with the validity of the respective
price list.
