PURCHASE - Odoo 17 Community Book

Vendor Management

A commercial organization handles many kinds of retail or wholesale purchasing. Keeping track of and managing the information from various vendors may be necessary, depending on the goods you have bought. You can set up all the vendors associated with a specific product in Odoo 17, which facilitates clients' ability to purchase from the vendor of their choosing. The versatile and sophisticated user interface of Odoo17 has made it easier to monitor the vendor directory and compile vendor attributes. Moreover, you may simply follow new purchase orders by connecting the vendor data to the relevant product.

Click the Vendors menu from the Orders tab's dropdown list to manage the vendor details. All of the vendors who have been added to the module will be shown in detail on the Kanban view.

Odoo 17 Expenses

The Kanban view provides access to a vendor's basic information. Name, tags, email address, and communication address are among the details. Icons for managing meetings, opportunities, and purchases allocated to the appropriate vendor will be provided to you.

Odoo 17 Expenses

Activities with the seller can be scheduled using the little clock icon. The view can be changed to display Name, Phone, Email, Salesperson, Activities, City, Country, and Company as a list.

Enabling appropriate parameters from the advanced toolbar will enlarge the list display. State, EIN, Partner Level, Activation, Tags, Next Partner Review, and Current Membership Status are all included.

Odoo 17 Expenses

When you click the New button, a new platform will open up where you can adjust the vendor's details. The vendor configuration process is identical to the customer configuration process that we covered in the Sales module. Thus, you can take the same actions here. Fill out the tabs for Partner Assignment, Contact & Addresses, Sales & Purchases, Invoicing, Internal Notes, and Membership.

In the Odoo 17 Purchase module, you can manage the Vendor Price List after setting up Vendors.



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