Purchase Management（采購管理）

采購是公司或個人資產的一個方面，它處理以特定價格從供應商處獲得的產品、服務和商品。公司運營的操作大多是重復的，并且具有固定的批發價格，而供應商向客戶提供零售價格，以供個人購物時用于雜貨、日常使用的商品或家用產品。

Odoo 采購管理模塊將作為完整的管理解決方案來處理公司的采購方面，這些方面會沉迷于運營，例如供應商管理、供應商賬單、庫存更新、質量檢查和采購運營的其他所有方面在公司處理。

Odoo 采購管理可以為公司處理采購報價、訂單、憑證操作、MRP 管理、請購單以及公司采購操作的更多方面帶來穩定流暢的操作方法。 Odoo 采購模塊的主要優點是該平臺與 Odoo 中的其他公司運營模塊集成，這允許組合的運營方法，該方法將沉迷于涉及采購方面的公司運營的所有方面，例如銷售、庫存、維修、生產和會計。

Odoo 的購買模塊按照循序漸進的操作術語進行操作，例如：

• 最初允許用戶就向可用供應商供應產品和原材料進行招標。

• 根據投標報價請求(RFQ)正在發出。同意并驗證報價請求后，RFQ將轉換為采購訂單。

• 在確認采購訂單時，確認進貨

• 根據發貨，生成供應商賬單并完成付款。在某些情況下，供應商可能需要預付款，這將在供應商完成裝運之前觸發。

Product management（產品管理）

Odoo 平臺為用戶提供了一個高效的產品管理工具來描述產品、它們的變體以及在這方面的采購管理中分配的各種流程。 可以從主頁儀表板中的產品選項卡訪問購買模型的產品菜單。

3.2.1 Product creation（產品創新）

In the products menu the user can view all the products which are being listed out in the platform. The list of products can be viewed in list and kanban view. In addition, these had various default as well as customizable filtering options available which would add up to the data deduction aspects of the menu. The user can create a new product in the platform by accessing the creation window on selecting the create option available.（在產品菜單中，用戶可以查看平臺中列出的所有產品。?可以在列表和看板視圖中查看產品列表。?此外，它們具有各種默認值以及可自定義的過濾選項，這些選項可以添加到菜單的數據推斷方面。?用戶可以通過訪問創建窗口并選擇可用的創建選項來在平臺中創建新產品。）

In the product creation window the user can assign a name to the product, choose it be sold, purchase or expensed. There are smart button options available which would direct the user to the company website, product moves menu, the units being sold, the bill of materials menu if it’s a manufactured product, put away rules defined, quality points and the purchased unit’s menu.（在產品創建窗口中，用戶可以為產品指定一個名稱，選擇將其出售、購買或支出。有可用的智能按鈕選項，可以將用戶引導到公司網站、產品移動菜單、正在銷售的單位、材料清單菜單（如果是制成品）、定義的收起規則、質量點和購買的單位菜單。）

Under the general information tab, the user can assign the product to be consumable, storage or service product. The product operations Odoo entirely depends on these allocations as the settings on the operation vary as per this option. The product category can be assigned from the list available or the user can create a new one by selecting the product category menu.（在一般信息選項卡下，用戶可以將產品指定為消耗品、存儲或服務產品。產品操作?Odoo?完全取決于這些分配，因為操作的設置因此選項而異。可以從可用列表中分配產品類別，或者用戶可以通過選擇產品類別菜單創建一個新類別。）

Internal reference is for the in house operation of the product in the company and the user can name it accordingly per the company terminology. The Odoo platform supports the barcode operation which would be effectively established on the product by describing it in the product menu.（內部參考是針對產品在公司內部的運作，用戶可以根據公司的術語進行相應的命名。?Odoo?平臺支持條碼操作，通過在產品菜單中對其進行描述，可以在產品上有效地建立條碼操作。）

The sales price of the product can be assigned along with the extra prices allocated and the customer taxes to be added to the sales price. The cost of purchase can be mentioned as per the vendor bills. The company allocation can be made if the platform is operating on a multi company basis.（產品的銷售價格可以與分配的額外價格和要添加到銷售價格的客戶稅一起分配。購買成本可以根據供應商賬單提及。如果平臺在多公司基礎上運營，則可以進行公司分配。）

The unit of measure for the respective product can be defined based on how it should be described in the company and the unit of measure at the purchase of the product. The unit of menu conversion and the description can be defined in the unit of measure menu available in the module.（相應產品的計量單位可以根據公司中的描述方式和購買產品時的計量單位來定義。菜單轉換的單位和說明可以在模塊中可用的度量單位菜單中定義。）

The product variants for the respective product can be described under the variants menu of the product description. In the menu the user can select the add a line option available which will allow the users to assign the products based on the variant attributes being described in the platform.（相應產品的產品變體可以在產品描述的變體菜單下進行描述。?在菜單中，用戶可以選擇添加行選項，這將允許用戶根據平臺中描述的變體屬性分配產品。）

Under the sales menu of the platform the user can describe the invoicing policy on which the product should be invoiced based on the ordered quantity or the delivered quantity. Additionally, the reinvoicing expenses can be assigned based on the company policies. The optional products can also be assigned based on the needs of the user as it should be mentioned in the ecommerce platform.（在平臺的銷售菜單下，用戶可以描述產品應根據訂購數量或交貨數量開票的開票政策。此外，可以根據公司政策分配重新開具發票的費用。可選產品也可以根據用戶的需求進行分配，因為它應該在電子商務平臺中提到。）

Under the point of sale menu, the user can enable the product to be mentioned in the point of sale or retail operation for the company. The category of the point of sale of the product can also be assigned.（在銷售菜單下，用戶可以使產品在公司的銷售點或零售操作中被提及。還可以指定產品銷售點的類別。）

The ecommerce description of the product can be made under the ecommerce menu of the product description tab. Under the ecommerce menu the user can assign the category of operation, alternative products being involved and the accessory of the products which will be allocated with the product description in the ecommerce platform.（產品的電子商務描述可以在產品描述選項卡的電子商務菜單下進行。?在電子商務菜單下，用戶可以指定操作類別、所涉及的替代產品以及將在電子商務平臺中與產品描述一起分配的產品配件。）

Under the purchase menu of the product the user can provide the various purchase details such as the vendor information. The vendor information can be described by selecting the add a line option available in the menu. The vendor bill description can also be described with attributes such as vendor taxes and the control policy of the bill generation in the Odoo platform. The user can also provide a custom made description of the respective product as per the vendor details being provided.（在產品的購買菜單下，用戶可以提供各種購買細節，例如供應商信息。?可以通過選擇菜單中可用的添加行選項來描述供應商信息。供應商賬單描述也可以用供應商稅費和Odoo平臺中賬單生成的控制策略等屬性來描述。用戶還可以根據所提供的供應商詳細信息提供相應產品的定制描述。）

The inventory aspects of the product can be described under the inventory menu of the respective product. The route operations of the product along with the packing aspects of the can be described with packaging details, contained product, unit of measure and the company allocated. In addition, the logistics operations required for the respective inventory operation can be described such as responsible employee, weight and volume of the product, manufacturing as well as the customer lead times can also be described in the menu.（產品的庫存方面可以在相應產品的庫存菜單下進行描述。產品的路線操作以及產品的包裝方面可以用包裝細節、所含產品、計量單位和分配的公司來描述。此外，還可以在菜單中描述相應庫存操作所需的物流操作，例如負責員工、產品的重量和體積、制造以及客戶交貨時間。）

The custom made product description on various aspects of inventory operations such as delivery orders, receipts and internal transfers can be provided in the menu itself.（可以在菜單本身中提供有關庫存操作各個方面的定制產品描述，例如交貨單、收據和內部轉移。）

The accounting descriptions of the respective product can be described in the accounting menu of the respective platform. Both the receive able as well as the payable aspects of the financial operations conducted on the product can be described. The accounts of receivable as well as the expenses and the price difference accounts can be specified from the list of charts of accounts being described in the platform.（各個產品的會計說明可以在各個平臺的會計菜單中進行描述。可以描述對產品進行的財務操作的可收賬款和應付賬款方面。可以從平臺中描述的會計科目表列表中指定應收賬款以及費用和差價科目。）

Product category（產品目錄）

Every product defined in the Odoo platform is allocated to a product category for the operations. The product category for a product is assigned when it's being created in the Odoo platform. The user can view all the product categories available in the platform by selecting the product category window accessible form the configuration menu. All the enlisted product categories will be listed out in the menu and the user can conduct modification by selecting the respective category.（Odoo?平臺中定義的每個產品都被分配到一個產品類別以進行操作。產品的產品類別是在?Odoo?平臺中創建時分配的。通過選擇可從配置菜單訪問的產品類別窗口，用戶可以查看平臺中可用的所有產品類別。所有入圍的產品類別都會在菜單中列出，用戶可以通過選擇相應的類別進行修改。）

The user can create new product categories. In the creation window product category name can be allocated and assigned to the parent category. In the logistics menu the user can assign the routes of operation and the force removal strategy if any. Additionally, the inventory valuation as well as the costing method can be assigned. The product to the respective category can be selected in the products menu accessible from the window. The puts away rules of operation can also be assigned based on the company operational terminologies.（用戶可以創建新的產品類別。?在創建窗口產品類別名稱可以分配并分配給父類別。在后勤菜單中，用戶可以分配操作路線和強制撤除策略（如果有）。此外，可以分配庫存評估以及成本核算方法。可以在可從窗口訪問的產品菜單中選擇相應類別的產品。也可以根據公司的運營術語來分配收貨操作規則。）

Product attributes（產品屬性）

The Odoo platform allows the users to define the various attributes which will define the product variants in the platform. The product attribute will define the various standards of the same products in terms of size, color material and more. The product attributes menu can be accessed from the configuration menu of the purchase module where all the product attributes will be listed out. The user can edit the ones available and create new ones by selecting the create option available.（Odoo?平臺允許用戶定義各種屬性，這些屬性將定義平臺中的產品變體。商品屬性將定義同一商品在尺寸、色料等方面的各種標準。可以從購買模塊的配置菜單訪問產品屬性菜單，其中將列出所有產品屬性。用戶可以通過選擇可用的創建選項來編輯可用的和創建新的。）

In the attributes creation window the user can specify the name of the attribute, the mode of display and the variant creation mode on how the attribute should be displayed in the product category window. The attribute values can be assigned by selecting the add a line option available.（在屬性創建窗口中，用戶可以指定屬性的名稱、顯示模式和關于屬性應如何在產品類別窗口中顯示的變體創建模式。可以通過選擇可用的添加行選項來分配屬性值。）

Vendor management（供應商管理）

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.（Odoo?平臺有效的供應商管理工具允許用戶管理平臺中列出的供應商的操作。?用戶可以在?Odoo?采購管理工具中描述一個產品和服務的多個供應商。?Odoo?平臺的這種多供應商方面將增加?Odoo?在公司實時運營中的用戶界面和運營能力。）

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.（平臺中描述的供應商列在可從模塊的訂單選項卡訪問的供應商菜單中。?描述了可用的供應商列表，用戶可以以看板格式或列表視圖查看菜單。?此外，可以使用平臺中可用的各種過濾選項對可用數據進行分類。）

In the instance of a new vendor creation to the platform the user can access the creation window by selecting the create option available.（在為平臺創建新供應商的情況下，用戶可以通過選擇可用的創建選項來訪問創建窗口。）

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.（在供應商創建窗口中，用戶可以提供供應商名稱，將其作為公司或個人提及，根據運營區域分配公司地址和稅收詳細信息。?描述公司的聯系方式，例如手機、辦公室號碼、電子郵件?ID、網站鏈接和分配給供應商用于內部運營的標簽。在聯系人和地址菜單中，用戶并添加供應商的相應地址和位置詳細信息。供應商可以在?Odoo?中擁有多個地址和位置詳細信息。）

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.（在銷售和采購菜單下，用戶可以指定銷售人員、交貨方式、付款條件和供應商的價目表操作。在菜單的購買明細下，用戶可以定義模塊的付款條件和收款提醒操作。供應商的銷售點選項可以根據條形碼詳細信息和實現的產品銷售的忠誠度積分來描述。可以在財務信息選項卡下定義財務頭寸。雜項信息有參考詳細信息，也可以提供公司、網站和行業類型描述。）

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.（供應商的會計方面可以在相應供應商的會計菜單下進行描述。可以分配供應商的銀行帳戶以及帳戶的詳細信息。可描述平臺操作內的應收應付帳目表的會計分錄。）

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.（在內部注釋菜單下，用戶可以提供僅在內部提及的供應商描述。?此外，如果在涉及相應供應商的?Odoo?操作實例中生成警告消息，也可以在此處進行自定義。）

Vendor price list（供應商價目表）

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.（供應商管理的重要方面是為每個供應商提供的不同產品設置價目表。可以從采購模塊的配置選項卡訪問供應商價目表菜單。在菜單中，用戶可以查看平臺中描述的所有價目表選項。可以在列表和看板視圖中查看數據，這些視圖可以根據可用的不同參數進行排序、過濾和分組。）

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.（用戶可以通過選擇窗口中可用的創建選項來創建新的價目表。?在創建窗口中，用戶可以提供供應商詳細信息、供應商產品名稱、供應商產品代碼并分配交貨提前期。在菜單的價目表部分，用戶可以分配產品信息，例如產品名稱、變型、數量和單價以及相應價目表的有效性。）

Request for quotation purchase order（供應商管理）

The request for the quotation on the various causes to be made can be created in the purchase module. This would allow the vendors to send out the quotation to the user and then generate purchase orders based on the quotation being spent and considering the company requirements.（可以在采購模塊中創建對各種原因的報價請求。這將允許供應商將報價發送給用戶，然后根據所花費的報價并考慮公司要求生成采購訂單。）

A request for quotation(RFQ) is sent by a company to multiple vendors and on considering the response the various purchase orders are created and sent to these respective vendors. The purchase orders are sent out considering the various aspects of the RFQ and the vendor such as the quantity, quality, cost and reliability of the product. Additionally, the history of the company, the payment terminologies and various other aspects of the company which will recognize a vendor as trustworthy.（報價請求?(RFQ)?由一家公司發送給多個供應商，并在考慮響應后創建各種采購訂單并將其發送給這些相應的供應商。發出采購訂單時會考慮?RFQ?和供應商的各個方面，例如產品的數量、質量、成本和可靠性。此外，公司的歷史、支付術語和公司的其他各個方面都會將供應商視為值得信賴的。）

The request for quotations window can be accessed from the orders menu of the purchase module. In the menu the user can view all the questions being sent out and a tabular description on the RQF analytics of the company. The menu can be viewed in list, Kanban, pivot, graph and calendar views. In addition, in case of large numbers of quotations being described to filter out the required one the Odoo platform provides various default as well as customizable sorting options.（可以從采購模塊的訂單菜單訪問報價請求窗口。在菜單中，用戶可以查看發出的所有問題以及公司?RQF?分析的表格描述。可以在列表、看板、透視、圖形和日歷視圖中查看菜單。此外，在描述大量引用以過濾掉所需引用的情況下，Odoo?平臺提供了各種默認以及可自定義的排序選項。）

To create a new RFQ the user can access the creation window by selecting the create option available. In the creation window the user can assign the vendor, tax details based on the region, vendor reference and purchase agreement being described in the platform. The order deadline along with the receipt date can be assigned to the RFQ. The products required can be mentioned in the product menu along with the variants and the required quantity. In addition, under the other description tab the user can provide the financial description on the same.（要創建新的詢價，用戶可以通過選擇可用的創建選項來訪問創建窗口。在創建窗口中，用戶可以分配供應商、基于區域的稅收詳細信息、供應商參考和平臺中描述的采購協議。訂單截止日期和收貨日期可以分配給?RFQ。所需的產品可以在產品菜單中提及，以及變體和所需數量。此外，在另一個描述選項卡下，用戶可以提供相同的財務描述。）

If the RFQ is created and verified it can be sent to the vendor via emails and there is a provision to take printout of the RFQ and send it in hard copy to the vendor. If the RFQ is to be sent by email the user will be depicted with the email creation window as shown below. An automated email template is generated and the user can edit the description details as per the need.（如果?RFQ?已創建并經過驗證，則可以通過電子郵件將其發送給供應商，并且可以打印出?RFQ?并將其以硬拷貝形式發送給供應商。如果要通過電子郵件發送詢價，用戶將看到電子郵件創建窗口，如下所示。生成自動電子郵件模板，用戶可以根據需要編輯描述詳細信息。）

If the RFQ is confirmed the user can confirm the order and the status of the RFQ change to order placed in the dashboard description.（如果詢價得到確認，用戶可以確認訂單，詢價的狀態將更改為儀表板描述中放置的訂單。）

Purchase agreements（采購協議）

采購協議是供應商和客戶商定的業務條款和術語的起草協議。?Odoo?平臺使用戶能夠就產品購買與供應商創建各種購買協議。?可以與供應商達成多項協議，也可以針對多種產品。

Creating a purchase agreement type（創建一個采購協議）

The platform has a separate menu under the purchase module which allows the users to create and manage the purchase agreements drafted by the consultation with the vendors. To use the purchase agreements in the platform the user should initially enable the purchase agreement option available in the setting menu under the orders tab.（該平臺在采購模塊下有一個單獨的菜單，允許用戶創建和管理與供應商協商后起草的采購協議。?要在平臺中使用購買協議，用戶應首先啟用訂單選項卡下設置菜單中可用的購買協議選項。）

On enabling the option, the user can view the purchase agreement type being displayed on the settings menu. Selecting this option, the user will be directed to the purchase agreements menu. The user also can access the purchase agreement menu form the configuration tab of the purchase module.（啟用該選項后，用戶可以查看顯示在設置菜單上的購買協議類型。?選擇此選項，用戶將被定向到購買協議菜單。?用戶還可以從購買模塊的配置選項卡訪問購買協議菜單。）

In the purchase agreement type menu, the user can view all the types which are being embedded in the platform. The agreement types can be edited by selecting the respective one. In addition, the user can create a new one by selecting the create option available.（在購買協議類型菜單中，用戶可以查看平臺中嵌入的所有類型。?可以通過選擇相應的協議類型來編輯協議類型。?此外，用戶可以通過選擇可用的創建選項來創建一個新的。）

In the new purchase agreement type creation window the user can specify the agreement type and the agreement selection be it based on single RFQ or multiple RFQ. Under the data for new quotations the user can assign the lines of agreement and the quantities associated with it.（在新建采購協議類型創建窗口中，用戶可以指定協議類型和協議選擇，無論是基于單個?RFQ?還是多個?RFQ。?在新報價的數據下，用戶可以分配協議行和與之相關的數量。）

Creating a new purchase agreement（創建新的采購協議）

The purchase agreements window can be accessed from the orders tab of the purchase module. In the menu the all purchase agreements will be listed out and the user can edit the ones available by selecting it. In addition, the creation window accessible form the menu will allow the users to create a new purchase agreement.（可以從采購模塊的訂單選項卡訪問采購協議窗口。在菜單中將列出所有購買協議，用戶可以通過選擇它來編輯可用的協議。此外，可從菜單訪問的創建窗口將允許用戶創建新的購買協議。）

In the creation window the user can assign the person responsible for the purchase, representative, the agreement type from the ones being specified in the agreement types window and the vendor to which the agreement is associated with. Additionally, the user can specify the agreement deadline, order date, delivery date, source document form which the agreement is made upon, operation type and the company of operation if the user is having multiple companies being managed in the Odoo platform.（在創建窗口中，用戶可以指定負責采購的人員、代表、協議類型窗口中指定的協議類型以及與協議關聯的供應商。此外，如果用戶在?Odoo?平臺上管理著多個公司，則用戶可以指定協議截止日期、訂單日期、交貨日期、簽訂協議的源文件形式、運營類型和運營公司。）

The mainly used purchase agreements in the window are based on call for tenders and blanket orders which follow the same operational methodology of sending out the RFQ based on the tender bidding and the previous agreements being discussed with the vendors respectively. Under the products menu the user can provide the product entails allocated with the agreement including cost and the number of quantities. The user can assign multiple products to an agreement. Once the agreement is confirmed the status changes to confirmed and the will be changed into bid selection and closed as per the operations conducted in the platform.（窗口中主要使用的采購協議基于招標和一攬子訂單，它們遵循相同的操作方法，即根據招標和先前分別與供應商討論的協議發出?RFQ。在產品菜單下，用戶可以提供與協議分配的產品需要，包括成本和數量。用戶可以將多個產品分配給一個協議。協議確認后狀態變為已確認，將根據平臺中的操作變為投標選擇和關閉。）

Once the agreement is confirmed the user can view the option to validate and generate new quotations straight from the window. On selecting to create a new quotation the user will be directed to the quotation creation window as shown in the below image. The vendor details and the purchase agreement is being auto filled based on the quotation. The taxes allocated, vendor reference, order deadlines and the receipt date can be mentioned in the quotation. The product description is auto filled and can be modified even new products can be added to the quotation.（確認協議后，用戶可以直接從窗口查看驗證和生成新報價的選項。?選擇創建新報價后，用戶將被引導至報價創建窗口，如下圖所示。?供應商詳細信息和采購協議將根據報價自動填寫。?可以在報價單中提及分配的稅款、供應商參考、訂單截止日期和收貨日期。?產品描述是自動填充的，即使新產品可以添加到報價中，也可以修改。）

If the RFQ is verified and needs to be sent the user can do it by emails or take spring out of the same. Additionally, there are options to create the purchase order by selecting the create option available. The user can cancel the quotation request by opting for the cancel option. On selecting to send the quotation by email the user will be depicted with the email creation window as shown below. The template for the emails is auto assigned and the user can create, edit the description and the subject being provided. The edited description can be saved as a template for further use.（如果?RFQ?已經過驗證并需要發送，用戶可以通過電子郵件進行發送或立即發送。?此外，還有通過選擇可用的創建選項來創建采購訂單的選項。用戶可以通過選擇取消選項來取消報價請求。選擇通過電子郵件發送報價后，用戶將看到電子郵件創建窗口，如下所示。電子郵件模板是自動分配的，用戶可以創建、編輯描述和所提供的主題。編輯后的描述可以保存為模板以供進一步使用。）

Purchase orders（采購訂單）

The purchase orders in Odoo are created based on the RFQs being sent out. The user can verify the RFQs and create a purchase order straight away from the respective RFQ menu. The Odoo platform also provides the user to create purchase orders straight away without sending out the RFQs, this will help the users to deal with the regularized purchase operations of the company.（Odoo?中的采購訂單是根據發出的?RFQ?創建的。用戶可以直接從相應的RFQ?菜單驗證?RFQ?并創建采購訂單。Odoo平臺還為用戶提供無需發送RFQ即可直接創建采購訂單，這將有助于用戶處理公司的正規采購業務。）

Under every RFP being sent to the vendors there are options to create a purchase order straight away from the RFQ window. The user can select the confirm order option available and the confirmed order request will be sent to the vendor.（在發送給供應商的每個?RFP?下，都有選項可以直接從?RFQ?窗口創建采購訂單。用戶可以選擇可用的確認訂單選項，確認訂單請求將發送給供應商。）

In the purchase order window after confirming the order there is an option for the user to lock the purchase order which would enable the user to avoid any further changes on the purchase order to be done by any other employee or the users of the platform. This automated option on the locking of confirmed orders in Odoo can be enabled or disabled in the settings window of the purchase module. The user can enable the option lock confirmed order which would automatically lock the orders form further modification after the order is confirmed. The user can also unlock the respective order by selecting the unlock option available.（在確認訂單后的采購訂單窗口中，用戶可以選擇鎖定采購訂單，這將使用戶避免任何其他員工或平臺用戶對采購訂單進行任何進一步更改。可以在購買模塊的設置窗口中啟用或禁用?Odoo?中鎖定已確認訂單的自動選項。用戶可以啟用選項鎖定確認訂單，該選項會在訂單確認后自動鎖定訂單進一步修改。用戶還可以通過選擇可用的解鎖選項來解鎖相應的訂單。）

Receiving products（采購訂單）

The final step of the purchase operations being conducted in a company are the product revival upon verification. The user can have customized quality checks being made at the receiving location which may or may not be indulging with the Odoo operations. Once the purchase order is confirmed and the products are sent to the company location from the vendor the users will be depicted with the receive product option on the respective purchase orders. The user can also select the receipt icon available in the window which would direct the user to the respective purchase orders receiver window.（公司進行采購操作的最后一步是經過驗證的更新產品。用戶可以在接收地點進行定制的質量檢查，這可能會或可能不會沉迷于?Odoo?操作。?確認采購訂單并將產品從供應商發送到公司位置后，用戶將在相應采購訂單上看到接收產品選項。用戶還可以選擇窗口中可用的收據圖標，這會將用戶引導到相應的采購訂單接收器窗口。）

In the receipt window the user can validate the delivery on verifying the details. If the user has enabled the tracking functionality of the respective product in the purchase order he/she will have to assign the serial or the lot numbers for the done quantities. This can be done by selecting the menu available next to the units of measure menu.（在收據窗口中，用戶可以在驗證詳細信息時驗證交付。如果用戶在采購訂單中啟用了相應產品的跟蹤功能，他/她將必須為完成的數量分配序列號或批號。這可以通過選擇度量單位菜單旁邊的可用菜單來完成。）

In the detailed operation window of the user can assign the costs or the serial numbers under the product quantity description and assign the done quantities of the operation. On confirmation the user will be depicted with the validate option on the receipt menu on selecting it the purchase order is completed and the status changes to done. As the purchase order is completed the products are added to the inventory and to the respective warehouse location.（在詳細操作窗口中，用戶可以在產品數量描述下分配成本或序列號，分配操作完成數量。確認后，用戶將在收據菜單上看到驗證選項，選擇它時采購訂單已完成，狀態更改為完成。采購訂單完成后，產品將添加到庫存和相應的倉庫位置。）

Warning messages（警告信息）

The Odoo platform allows the users to generate warning messages on certain vendors while operating on them. This would be helpful if the platform has multiple users and employees operating it in a company. A warning set by the user will be visible to other members of the company logging into the platform.（Odoo?平臺允許用戶在對某些供應商進行操作時生成關于它們的警告消息。?如果平臺有多個用戶和員工在公司中操作它，這將很有幫助。用戶設置的警告將對登錄平臺的公司其他成員可見。）

In the Odoo platform to create the warning messages the user can enable the option available in the settings menu of the purchase module. In the settings menu under the orders tab the user can enable the warning options available which can be described on the vendors as well as the products.（在?Odoo?平臺中創建警告消息的用戶可以啟用購買模塊設置菜單中可用的選項。?在訂單選項卡下的設置菜單中，用戶可以啟用可用的警告選項，這些選項可以在供應商和產品上進行描述。）

As the warnings are enabled in the platform the user can now allocate custom made messages for the products and the vendors. In case of the vendors under the vendor menu the user can choose a respective product and in the internal nodes of the respective vendor description the warnings on purchase and warnings on picking can be allocated. The warnings can be custom made and be provided as warning messages or blocking messages which can be closed as the warnings.（由于在平臺中啟用了警告，用戶現在可以為產品和供應商分配定制的消息。?在供應商菜單下的供應商的情況下，用戶可以選擇相應的產品，并且在相應供應商描述的內部節點中可以分配購買警告和揀貨警告。?警告可以定制并作為警告消息或阻止消息提供，這些消息可以作為警告關閉。）

Vendor bills（供應商賬單）

The billing or the payment for the purchases made are direct to the vendors. The user can generate vendor bills in the platform and provide payment for the respective ones. The vendor bills in Odoo can be derived based on the delivered quantity or the ordered quantity. This can be defined in the settings menu of the purchase module under the invoicing tab. In the menu the user can either choose the bill control to be based on ordered quantities or received quantities.（所進行的購買的帳單或付款直接給供應商。?用戶可以在平臺中生成供應商賬單，并為相應的賬單付款。?Odoo?中的供應商賬單可以根據交貨數量或訂購數量派生。這可以在發票選項卡下的采購模塊的設置菜單中定義。在菜單中，用戶可以選擇基于訂購數量或接收數量的賬單控制。）

3.11.1 Control policy（控制賬單）

The bill control policy of the product can be assigned in each product's window and allows the users to function based on the order parameters of the product being defined.（產品的賬單控制策略可以在每個產品的窗口中分配，并允許用戶根據定義的產品的訂單參數來運行。）

In the purchase menu of the respective product there is option for the users to define the control policy to be assigned based on ordered quantities or received quantities.（在相應產品的采購菜單中，用戶可以選擇根據訂購數量或接收數量定義要分配的控制策略。）

3 way matching purchase receptions and bills（3種匹配的方式購買收據和賬單）

The advance purchase operation terminology defined by the Odoo platform to ensure that the user company only pays the bills for the product being delivered to the company. This terminology in Odoo is predefined and the user can enable it in the platform by selecting the option in the settings menu.（Odoo?平臺定義的預購操作術語，以確保用戶公司只為交付給公司的產品支付賬單。Odoo?中的這個術語是預定義的，用戶可以通過選擇設置菜單中的選項在平臺中啟用它。）

In the settings menu under the invoicing tab the user can view the 3 way billing icon available which can be enabled to be established in the platform.（在發票選項卡下的設置菜單中，用戶可以查看可用的?3?種方式計費圖標，該圖標可以在平臺中建立。）

As the option is enabled the user can view the changes in the vendor bill operation. If a purchase order has been validated and the products are received the user can now generate the respective vendor bill for the purchase being done. In the vendor bill creation the prices of the products are auto assigned and the journal entries too are as they are described in the vendor description while creating the vendor in the platform. Under the other info tab of the accounting description the user can view the option should be paid depicted as yes, which is auto generated and its due to the enabling of the three way billing aspect in the platform.（啟用該選項后，用戶可以查看供應商帳單操作中的更改。?如果采購訂單已經過驗證并且收到了產品，用戶現在可以為正在進行的采購生成相應的供應商賬單。?在供應商賬單創建中，產品的價格是自動分配的，日記賬分錄也與在平臺中創建供應商時供應商描述中描述的一樣。?在會計描述的另一個信息選項卡下，用戶可以查看選項應該被描述為是，這是自動生成的，這是由于在平臺中啟用了三向計費方面。）

Drop shipping（代發貨）

Drop shipping is the terminology in Odoo where the user purchases the product but does not add it to the inventory. A separate location in the company is added where their products are unloaded and on sale they are directly loaded to the customer. This is done for the product which has customer demand but is not in stock at the instance but when it arrives there is no requirement to add these to the inventory rather they are all sold out with ease.（代發貨是?Odoo?中的術語，用戶購買產品但不將其添加到庫存中。在公司中添加了一個單獨的位置，在那里卸載他們的產品，并在銷售時將它們直接裝載給客戶。這是針對有客戶需求但在實例中沒有庫存的產品完成的，但是當它到達時，不需要將這些添加到庫存中，而是輕松地將它們全部售罄。）

The drop shifting option in the platform can be enabled in the settings menu of the purchase module. Under the logistics menu the user has the drop shifting option which can be enabled or disabled.（平臺中的水滴轉移選項可以在購買模塊的設置菜單中啟用。在物流菜單下，用戶具有可以啟用或禁用的液滴轉移選項。）

The products which are needed to be allocated with the drop shifting terminology can be defined under the product description. In the product description menu under the inventory tab of allocation of routes option the user can view the option to select the routes and the user can view the drop ship option available.（需要分配的帶產品可以在產品描述下定義。在路線分配選項的庫存選項卡下的產品描述菜單中，用戶可以查看選擇路線的選項，用戶可以查看可用的代發貨選項。）

The drop shipping operations acne defined as per the rout description being provided in the inventory module. In the inventory module under the configuration tab the user can see the option to view the routes menu. In the routes menu the user can create a new route or edit the existing drop shipping route operations which are predefined.（根據庫存模塊中提供的路線描述定義的直接運輸操作acne。?在配置選項卡下的清單模塊中，用戶可以看到查看路線菜單的選項。?在路線菜單中，用戶可以創建新路線或編輯預定義的現有直運路線操作。）

Unit of measure（測量單位）

As mentioned earlier the operations of the product quantity are described based on the unit of measure being described and allocated to the respective products. The units of measure can be defined based on the regularization and the company standards in the unit of measure menu accessible form the configuration tab of the purchase module.（如前所述，產品數量的操作是根據所描述和分配給各個產品的計量單位來描述的。?計量單位可以根據可從采購模塊的配置選項卡訪問的計量單位菜單中的規則化和公司標準進行定義。）

In the menu the user can view all the units of measure being described in the platform and can undergo editing if required by selecting the ones available.（在菜單中，用戶可以查看平臺中描述的所有度量單位，如果需要，可以通過選擇可用的單位進行編輯。）

The new units of measure can be created in the creation window which can be accessed by selecting the create option. In the creation window the user can provide the name of the unit of measure, category of operation, the taxation allocation as the unit of measure operation is based on the localization and further on local taxation. The respective unit of measure can be activated or deactivated using the respective icon available. The rounding precisions for the unit of measure can also be defined.（可以在創建窗口中創建新的度量單位，通過選擇創建選項可以訪問該窗口。?在創建窗口中，用戶可以提供計量單位名稱、操作類別、稅收分配，因為計量單位操作基于本地化并進一步基于地方稅收。可以使用相應的可用圖標激活或停用相應的度量單位。還可以定義度量單位的舍入精度。）

Unit of measure categories（計量單位類別）

The units of measure categories of operation can be defined based on the user and the company specifications. The respective units of measure category can be defined under the unit of measure categories menu. The menu is accessible through the configuration tab and will list out the respective units of measure categories being defined in the platform.（可以根據用戶和公司規范定義操作的度量單位類別。?可以在度量單位類別菜單下定義相應的度量單位類別。?該菜單可通過配置選項卡訪問，并將列出平臺中定義的各個度量單位類別。）

The new unit of measure category can be created using the create options and the menu will provide provisional space to define the respective category of unit of measure.（可以使用創建選項創建新的計量單位類別，菜單將提供臨時空間來定義相應的計量單位類別。）

Reporting（報告）

Like every aspect of the Odoo platform the purchase management also allows the users to generate various analytical well as graphical reports on the aspects of purchase operations being conducted. The repeating menu is accessible from the purchase modules dashboard.（與?Odoo?平臺的各個方面一樣，購買管理還允許用戶生成有關正在執行的購買操作方面的各種分析和圖形報告。?重復菜單可從購買模塊儀表板訪問。）

The purchase reports can be created in the form of graphs, line charts and pie chart models. With the help of various measures and grouping functionalities which can be defined from the customizable as well as the default ones available in the platform. Additionally, the reports of the purchasing aspects of the company can be viewed in pivot and graphical view too.（可以以圖形、折線圖和餅圖模型的形式創建采購報告。?借助各種度量和分組功能，這些功能可以從可定制的以及平臺中可用的默認功能中定義。?此外，公司采購方面的報告也可以在透視和圖形視圖中查看。）

The Kanban view of the respective reporting module can be accessed by scrolling the reporting menu down. The Kanban view will allow the user to generate quantitative reports using the filtering, group by and measure functions available in the platform.（可以通過向下滾動報告菜單來訪問相應報告模塊的看板視圖。?看板視圖將允許用戶使用平臺中可用的過濾、分組和測量功能生成定量報告。）

總結

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