Agent skill · marketing growth · sickn33
odoo-purchase-workflow
Expert guide for Odoo Purchase: RFQ → PO → Receipt → Vendor Bill workflow, purchase agreements, vendor price lists, and 3-way matching.
Why this skill is useful
Provides detailed Odoo-specific workflows and configuration steps for purchase processes that the AI wouldn't reliably generate on its own.
What it needs
About 3k tokens when loaded. Last updated 2026-08-07. 44,571 stars on the source repository.
What this skill does
Odoo Purchase Workflow Overview This skill guides you through the complete Odoo Purchase workflow — from sending a Request for Quotation (RFQ) to receiving goods and matching the vendor bill. It also covers purchase agreements, vendor price lists on products, automated reordering, and 3-way matching controls. When to Use This Skill Setting up the purchase flow for a new Odoo instance. Implementing purchase order approval workflows (2-level approval). Configuring vendor price lists with quantity-based discounts. Troubleshooting billing/receipt mismatches in 3-way matching. How It Works 1. Activate: Mention @odoo-purchase-workflow and describe your purchasing scenario. 2. Configure: Receive exact Odoo menu paths and field-by-field configuration. 3. Troubleshoot: Describe a billing or receiving issue and get a root cause diagnosis. Examples Example 1: Standard RFQ → PO → Receipt → Bill Flow Example 2: Enable 2-Level Purchase Approval Example 3: Vendor Price List (Quantity Breaks on a Product) Best Practices ✅ Do: Enable Purchase Order Approval for orders above your company's approval threshold. ✅ Do: Use Purchase Agreements (Blanket Orders) for recurring vendors with pre-negotiated annual contracts. ✅ Do: Set a vendor lead time on products (Purchase tab) so Odoo can schedule arrival dates accurately. ✅ Do: Set the Bill Control policy to "Based on received quantities" (not ordered qty) for accurate 3-way matching. ❌ Don't: Confirm a PO before prices are agreed — use Draft/RFQ status to negotiate first. ❌ Don't: Post a vendor bill without linking it to a receipt — bypassing 3-way matching creates accounting discrepancies. ❌ Don't: Delete a PO that has received quantities — archive it instead to preserve the stock and accounting trail. Limitations Does not cover subcontracting purchase flows — those require the Manufacturing module and subcontracting BoM type. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sickn33/odoo-purchase-workflow