Bill Control | Odoo Purchase

foreign ERS now welcome back now let's face it paying bills is an unavoidable part of managing any business it is exceptionally hard if you are a failing business now at stealthy wood where we are a successful business we always aim to pay our suppliers right on time now not just because it's the right thing to do but because our business depends on their goods also arriving on time that's the best way to ensure our customers stay happy and our business stays ever so profitable now with odoo we can Define when vendor Bills should be paid

for each purchase order either before receiving our products or after they're already delivered now at stealthywood we often reach an agreement with our vendors to wait on sending payment until the products are delivered we like to do a little bit of a QC if you catch my drift now doing so ensures we don't pay for those missing parts or incur the same cost multiple times now we also have the ability to quickly identify incorrect vendor bills which helps us maintain our Financial Health we don't want to run red now thankfully the odoo purchase app automatically

matches information between the purchase order the vendor bill and the receipt ensuring we only pay for received products at the agreed upon price so as I will always tell you oh doers enough Chit Chat let's jump into our database to see how easy it is to manage our vendor bills with odoo's purchase app all right so first things first let's make sure the default build control policy is set correctly for our products now to do that we'll actually go over here to configurations we're in settings at this point invoicing section build control and make sure

that it's set to received quantities perfect now receive quantities is Now the default setting for every new product we configure now this means when we order products ODU will only let us create a bill after we have received at least part of the total order now if we'd selected ordered quantities instead we could create a vendor bill as soon as we confirmed a purchase order and and this is especially cool since we have our control policy set to receive quantities our vendor bills will display a should be paid field letting us know if we have

to pay all some or the best kind none of what we owe on a draft Bill and that's just based on what we've actually received now to have this though you'll need to make sure three-way matching is enabled in your purchase settings as well so make sure that you do that right there so what if one or more products needs a different build control policy than what we see here we can simply override the default Bill control policy by going to the product tab on a product's template form and then modifying the value in the

control policy field so remember that now for right now though we're all set so let's save our changes in this case and move on to the flow now alright now let's see what happens when we order products with our build control policy set to received quantities so we're going to click orders purchase orders new in this case we always need a vendor who do I love over here Azure interior they're a great company and we're going to add a product in our case chair floor protection and then once we're done we confirm this all right

now let's try to create a bill directly so we're going to click and as you can see oh doers we get an error message stating that there is nothing to invoice since the product's bill control policy is actually set to received quantities and we haven't received anything yet looks like the policy is working so far so we're going to click that out so as you can see with that policy in place it's actually impossible for us to create a bill at the moment oh no we have no bills to pay and if we go to

the other information tab over here we notice the orders billing status is set to nothing to Bill Now to create a bill we first need to receive at least some of the products so let's see what happens when we receive the first half of the order I bet something cool happens now how do we do that well we'll actually click the receipt smart button and then Mark the done quantity says five great I hope you're following then we'll validate and click create a backorder and this is an important note a back order in odoo is

an order that's created when some or all of the products included in a purchase order can't be received with the most common reason being that it's out of stock with the supplier hence back order not front order anyways sorry for the terrible joke all right once that's done we'll go back over here via the breadcrumbs and today it is Wonder Bread for my Americans all right we're gonna go into the products tab now we can see that the receive column shows that we've received 5 out of 10 total units for our chair protection product and

on the other information tab we see the billing status has changed to waiting bills meaning we need to create a bill so we're finally going to pay a bill let's do that now doers now when we click create Bill Odo will take us to the draft Bill where we'll click on the other info tab now I'm going to make a quick note here now here this should be paid field displays whether the bill is a waiting payment or not in this case it says yes because we have received five items and now we can be

billed only for five items not all of them so we're gonna go over here into the lines tab now before we confirm this however let's manually change the quantity just to see what happens so I'm going to set it to that now this should be paid field displays exception now this happens because while odoo recognizes something is wrong with the bill o to a scene assumes actually that you have a good reason for making changes to the draft bill so if we go back over here you'll notice let's change the quantity back to five and

at a build date let's say today then we can confirm register the payment and create payments now the bill is marked in what oh doers it is marked in payments however this should be paid field inside of the other info tab what does that say it says it's not going to be set to no until after we actually send the payment to the vendor and mark the bill as paid since we're not sending a real payment though let me show you how we can manually change the should be paid field so where are we going

to go doers we're actually going to go to should be paid no and then the four status option should be you know left checked over here now manually save just to lock that in perfect now let's say mysteriously and somehow this always happens we've received the rest of the order throughout this 10 minute flow they're that fast we'll go back over here to the purchase order via the breadcrumbs which is still Wonder Bread because it's wonderful go ahead and click receive products and we're going to click into the receipt with the ready status we're marking

this done and we'll validate and we're going to go back again via the purchase orders via the breadcrumbs now what can we do outdoers well if one followed my flow we can now create a second bill for the back order so we're gonna do that and then what else can we do of doers well now that we have our second bill we can add a bill date let's go with today's date again because we're that great and then confirm this great now we can also see an overview of all of our purchase orders and their

billing statuses by going over here to orders and purchase orders now that we've received all the products and we've built everything what happens the billing status for our latest purchase order is now fully billed because we pay all of our bills now while we're here let me show you a very quick tip we're going to call this a Jose Ignacio quick tip although that is a mouthful now if we select all the purchase orders that are currently set to waiting bills and we either you know click over here on create bills up here or if

we go to action and create vendor bills we can actually create bills for all of the selected orders in a single click and that's insanely convenient because one time clicks are the best now well that's all for this video we saw how odoo handles build price matching and how we can make sure we're always on good payment terms with our vendors now to learn more I encourage you to check out our other awesome tutorials on odu's purchase app now thank you for watching I'll see you next time Bro Doers go grab a snack