Purchase - Odoo 17 Enterprise Book

Vendor Management

Upholding a positive relationship with the suppliers of the goods you wish to buy is crucial when it comes to the management of purchasing operations in an organization. You may effectively create and maintain vendor contacts in your database with the help of the Odoo17 Purchase module. This will guarantee that you always have rapid access to the suppliers' information. Users of the Odoo17 ERP system may easily configure and maintain vendor lists, enabling them to manage vendors and activities linked to them in a single location.

The Purchase module's Orders menu provides access to the vendor management window for the user.

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Click the Vendors option under the Orders menu to open a new window with information about all configured vendors, as seen in the screenshot above. On this platform, users have access to both Kanban and List views, and they may choose the one they need from the icons in the top right corner of the screen. You can examine a preview of the vendor profile in the Kanban view, which also includes the vendor's name, address, email address, tags, the number of meetings that are currently scheduled, opportunities, purchases, sales, and many other facts.

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You can plan an activity with the specific seller by clicking on the tiny clock icon on their profile page.

This platform's list view displays the vendor's Name, Phone, Email, Salesperson, Activities, City, Country, and Company.

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By adding more fields from the list displayed in the above example, you can enlarge the list view preview.

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The accessible list of suppliers can be sorted according to your needs using the default and custom features of the Filters, Group By, and Favorites options. Use the New button to add a new vendor's configuration to your database.

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The process for setting up a new vendor in the Purchase module is the same as the process for setting up customers in the Sales module. By using the procedures we covered in the Sales chapter, you can fill out the Contacts & Addresses, Sales & Purchases, Accounting, Internal Notes, Partner Assignment, and Membership tabs.

After completing the configuration procedure, you will receive some more smart buttons on the vendor profile, as seen in the figure below.

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All appointments with this vendor will be listed under the Meetings button. The relevant smart buttons can be used to view the total number of opportunities, sales, subscriptions, events, tasks, and tickets generated by this vendor. Additional smart buttons, such as Purchases, On-time Delivery, Due, Invoiced amount, Vendor Bills, Ledger, Certificates, Documents, and Direct Debit Mandates, are displayed when you select the More option.

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Under the Action button, you can find a selection of unique operation tools. You can use this button to access the following features: Process Follow-ups, Duplicate, Delete, Send SMS Text Messages, Payslip lines, Download (vCard), Privacy Lookup, and Archive.

In the Purchase module, we handle vendors in a similar manner. Let's now discuss how to handle the vendor price list in Odoo 17.



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