Training · Purchase
Odoo Purchase training: from request for quotation to vendor bill
A one-day in-company course, remote or at your premises, to run the whole procurement cycle in Odoo.
This Odoo Purchase training makes your buyers and planners self-sufficient in the Purchase app: vendor records, requests for quotation, orders, receipts and bill control. Open to all levels, seven effective hours, remote or at your premises, led by a senior ANOR consultant.
Odoo Purchase training at a glance
All levels
No prior Odoo practice needed. Being comfortable with a web browser is enough.
One day
Seven effective hours, a break every two hours and a one-hour lunch break.
Remote or on site
By video conference or at your premises, one to one, in pairs or in a small team.
Who is this Odoo Purchase training for?
Anyone involved in the procurement process:
- Purchasing or supply manager.
- Internal functional project manager.
- Key user or Odoo champion within the company.
Prerequisites
Being comfortable with a web browser. Basic knowledge of purchasing and supply chain processes is a plus. Prior experience with Odoo is not required.
What will you be able to do by the end of the day?
This training is part of acquiring or strengthening operational skills on Odoo. By the end of the session, each participant can:
- Run the procurement process in Odoo.
- Set up vendor and product master data.
- Handle the complete vendor order cycle, from request for quotation to bill.
- Build and use purchasing indicators.
- Master the configuration options of the Purchase app.
Expected outcome: you are self-sufficient in the Odoo Purchase app, with your own vendors and your own products.
Detailed programme of the Odoo Purchase training
Round table
- Introduction of the ANOR consultant.
- Gathering each participant's goals and business context.
Framing the session
- Learning objectives and schedule of the day.
- Where the Purchase app sits alongside the Inventory and Accounting apps.
Purchase app
- Vendor master data: creating and configuring contacts, payment terms, delivery addresses.
- Product catalogue and categories: purchasable products, purchase units, vendor lead times.
- Pricing conditions: vendor prices per product, minimum quantities, discounts.
- Requests for quotation: sending by email, comparing alternative offers, choosing the vendor.
- Purchase agreements: blanket orders and purchase templates for recurring supplies.
- Order cycle: purchase order, receipt in the Inventory app, receipt reminder to the vendor.
- Billing: bill control on ordered or on received quantities, vendor credit notes.
- Replenishment rules and flows: reordering rules, buy to order, minimum stock.
- Dashboards and reports: purchase analysis by vendor, by product and by period.
- Advanced configuration: two-level approval of orders above an amount, locking confirmed orders, access rights.
Hands-on practice
- Practical cases on a demo environment: you run a complete purchasing cycle, from request for quotation to bill.
How does enrolment work?
1
Scoping call
Thirty minutes to clarify your needs, the number of participants and where the session takes place.
2
Quote and agreement
The terms are set out in the quote. The usual lead time is two weeks to one month from signature of the training agreement.
3
Training day
At your premises or remotely. Each participant has a workstation connected to the internet.
4
Certificate and follow-up
Each participant receives an individual training certificate. Your questions in the first weeks are answered by Odoo assistance.
Odoo training terms: training organisation, teaching resources and assessment
Venue and organisation
Sessions take place at your premises or remotely, depending on your organisation. If the session is hosted in a third-party venue, the related costs are borne by the training sponsor. Our training organisation is based at 121 rue d'Aguesseau, 92100 Boulogne-Billancourt, France. The training is led by a senior ANOR consultant, business expert and certified Odoo project manager. Invoicing is based on a prior quote, with payment on receipt of the invoice. Any cancellation notified less than seven working days before the start of the session results in the full training fee being invoiced, which cannot be charged to professional training funds.
Teaching resources
- A course handout with the detailed programme of the day.
- The key concepts of the Purchase app.
- Demonstrations on a dedicated Odoo environment, accessible over the internet.
- Practical exercises to validate the acquisition of each feature.
Assessment
The consultant assesses each participant on the correct completion of the practical exercises and on their ability to reproduce the processes independently. Each participant assesses the session on the clarity of the explanations, the relevance of the exercises to their business context and the overall organisation of the day.
Accessibility for people with disabilities
Our training mostly takes place at the customer's premises, which lets us adapt the arrangements case by case. Contact us before enrolling so that we can find the most suitable solution together.
Frequently asked questions about Odoo Purchase training
No. The training is open to all levels. Being comfortable with a web browser is enough. Basic knowledge of purchasing processes helps you get the most out of the exercises.
Yes when your Odoo project is under way: we use your test database with your vendors and your products. Otherwise, the exercises run on a dedicated demo environment.
Yes. Sessions are organised one to one, in pairs or in a small team. Each participant has a workstation connected to the internet.
It covers receiving orders in the Inventory app and the reordering rules linked to purchasing. Full warehouse management is the subject of a tailored course.
The usual lead time is two weeks to one month from signature of the training agreement.
Yes: Sales, CRM and Accounting, as well as tailored courses built on your processes. The full catalogue is on our Odoo training page.
We issue a training agreement and an individual certificate, the documents funders usually request. Funding conditions depend on your OPCO: check them before enrolling and we provide the required documents.
The training covers the tool. When the flow itself is in question, our organisation consulting reviews it with your managers before the session, after a complimentary situation audit. Participants then learn on rules that have already been settled.
The Odoo apps involved
Are your buyers ready to work in Odoo?
Thirty minutes is enough to frame the session: participants, venue, date and working data.