Table of Contents

Confirm a Purchase Order - Foreign

Thandekile Updated by Thandekile

Introduction

Once an order has been confirmed with the Vendor, the vendor will provide a Proforma invoice (PI) . Using this invoice, the Purchase Order (PO) can then be updated and confirmed on Odoo accordingly.

Responsible Team

  • Logistics Co-Ordinator
  • Order Planner
  • Brand Manager
  • Procurement Clerk

Navigate to your Odoo dashboard and click on this application: Purchase

Navigate as follows to get to the correct screen

Orders / Purchase Orders

On the search bar at the top, type in the RFQ Reference, you should now land on a screen that looks like this:

Process

  1. Select the PO RFQ Reference. You should now land on a screen that looks like this:
  1. Click [EDIT].
  2. Update and review the information under the following fields, as per the PI, i.e.
  • Update the product quantities under the field labelled Quantity
  • Update the Planned Shipment Date
  • Update the Bill of Lading Date
  • Update the Planned Delivery Date- Durban
  • Update the Arrival Delivery Date- Durban,
  • Update the ETA Warehouse
  1. Under the 'Purchase Order Type' Field, there are additional fields for the estimated landed costs, before confirming, ensure that each of these fields have been populated with a estimated value, in ZAR, namely:
    1. Freight Non Vatable
    2. Clearance Agent Charges Non Vatable
    3. Customs Duty
    4. Trade Finance Commission
    5. Trade Finance Interest
    6. Buying Agency Commission
      1. The Buying Agency Commission field is a calculated field and it is auto-populated, you do not need to enter a value here.
      2. The buying agency Commission code [9991] under the products line is directly multiplied by the order factor to get the 'Estimated buying agency commission' value in ZAR.
  2. Click on the Other Information tab and enter information required as per the PI, your screen should look like this:
  1. Click [EDIT]
  2. Once you've entered the correct data as requested, click [SAVE].
  3. Click [PRINT], to print the Purchase Order.
  4. Click [CONFIRM ORDER].
  5. Once the PO has been confirmed, the Procurement and the warehouse team should now await the arrival of the stock.

How did we do?

Create a Request for Quotation - Foreign

Creating a Receipt - Foreign

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