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Process Flow

The document outlines the process flow for sales and purchase order creation to payment in Odoo 18. It details the steps involved in creating and processing sales orders, including delivery, invoicing, and payment, as well as the steps for purchase orders from creation to vendor payment. Each step includes actions, state changes, and integrations with relevant modules, concluding with the completion of the sales or purchase order.

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hasanali unibrush
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7 views

Process Flow

The document outlines the process flow for sales and purchase order creation to payment in Odoo 18. It details the steps involved in creating and processing sales orders, including delivery, invoicing, and payment, as well as the steps for purchase orders from creation to vendor payment. Each step includes actions, state changes, and integrations with relevant modules, concluding with the completion of the sales or purchase order.

Uploaded by

hasanali unibrush
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Process Flow: Sales Order Creation to Payment in Odoo 18

- Step 1: Create Sales Order

- How: Go to Sales > Orders > Sales Orders > Click "New" (or confirm a quotation via
"Confirm").

- Details: Add customer, product lines, pricing, and terms.

- Confirm Sales order.

- Step 2: Process Delivery

- Action: A delivery order is automatically generated (linked to the Inventory module).

- State Change: Delivery order moves from "Waiting" to "Done" once shipped.

- Step 3: Create Invoice

- Action: From the Sales Order, click "Create Invoice."

- Step 4: Validate Invoice

- Action: Review the draft invoice, then click "Confirm" to validate it

- State Change: Invoice moves to "Open" state.

- Step 5: Register Payment

- Action: When the customer pays, record the payment via "Register Payment" on the
invoice.

- Enter payment details (amount, date, method).

- Match payment to the invoice.

- State Change: Invoice moves to "Paid" state once fully paid.

- Next: Proceeds to Step 6.

- Step 6: Sale Completion

- Outcome: Sales Order is marked as "Done" (and delivery order, if applicable, is completed).

- End Point: Process concludes with payment received and order fulfilled.
Process Flow: Purchase Order Creation to Payment in Odoo 18

- Step 1: Create Purchase Order

- Action: A user (e.g., purchasing manager) creates a purchase order.

- How: Go to Purchase > Orders > Purchase Orders > Click "New."

- Details: Select vendor, add products, quantities, prices-

- Step 2: Confirm Purchase Order

- Action: Review the draft and click "Confirm Order."

- State Change: Purchase Order moves to "Purchase Order" state

- Step 3: Receive Products

- Action: User records receipt in Odoo.

- How: Go to Purchase Order > Click "Receive Products" > Validate the delivery.

- State Change: Delivery status updates (e.g., "To Receive" to "Done" once fully received).

- Integration: Links to Inventory module to update stock levels.

-Step 4: Create Vendor Bill

- Action: Record the vendor’s invoice (bill) in Odoo.

- How: Go to Purchase Order > Click "Create Bill"

- Details: Match the bill to the purchase order; quantities and prices are auto-filled based
on ordered/received goods.

- State: Bill is created in "Draft" state.

- Step 5: Validate Vendor Bill

- Action: Review the draft bill and click "Confirm" to validate it.

- State Change: Bill moves to "Open" state, indicating it’s ready for payment.

- Step 6: Register Payment

- Action: Record the payment made to the vendor.

- How: From the bill, click "Register Payment" > Enter payment details (amount, date,
method).

- State Change: Bill moves to "Paid" state once fully paid.

- Integration: Links to Accounting module to update financial records.


- Step 7: Purchase Completion

- Outcome: Purchase Order is marked as "Done" once products are received and payment is
completed.

- End Point: Process concludes with vendor paid and goods received.

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