The moduleOdoo Purchasingis much more than just a tool for creating purchase orders. It allows you to manage the entire procurement cycle, centralize communications with suppliers, and automate many administrative tasks.

However, like any ERP, its effectiveness primarily depends on how it is used.

Many companies already have the Purchasing module, but only utilize a portion of its features: creating orders without managing supplier pricing, manual restocking, unused purchasing agreements, or dashboards that are rarely consulted.

Atraining on the Odoo Purchasing moduleallows you to quickly gain autonomy and adopt best practices from the very first uses.

In this guide, we present the objectives of training, the skills you can acquire, and how it can help you optimize your daily purchasing management.

Key Takeaway:A good mastery of the Purchasing module is not just about knowing how to create a purchase order. It allows you to automate processes, secure supplies, and sustainably improve your company's management.

📌 Key Points to Remember

✔ The moduleOdoo Purchasingallows you to centralize the entire procurement process, from price requests to supplier invoices.

✔ Training helps you quickly gain autonomy and apply best practices for using the module.

✔ You will learn to manage suppliers, create orders, receive goods, automate replenishments, and analyze your expenses.

✔ A good mastery of the Purchasing module improves data quality, reduces input errors, and facilitates team work.

✔ This training is aimed at both SME leaders and purchasing managers, buyers, and Odoo users.

Why take a training course on the Odoo Purchasing module?

The Purchasing module is often one of the first modules used after implementing an ERP.

However, many users limit themselves to the most basic functionalities, without exploiting the many possibilities offered by Odoo.

Training allows you to go much further.

You will learn not only to use the different features of the module but also to understand their logic in order to adopt the right working methods from the start.

This skills enhancement helps avoid many errors that frequently occur during the first months of use.

Gain autonomy in your daily use of Odoo

The goal of training is not just to present the software menus.

It should enable you to independently perform the main operations related to purchasing:

• create a price request;
• convert a request into a supplier order;
• receive goods;
• record a supplier invoice;
• consult the purchase history;
• track performance indicators.

By becoming self-sufficient, you reduce your dependence on an external provider for day-to-day operations.

Understand the logic of the purchasing cycle in Odoo.

The Purchasing module works closely with several other modules of the ERP.

Training allows you to understand how information flows between:

• the modulePurchasing ;
• Inventory ;
• Accounting ;
• Products ;
• Replenishments.

This overall view is essential to avoid configuration errors and ensure data consistency in your ERP.

Apply best practices from the start.

It is much easier to adopt good habits from the beginning than to correct poorly configured processes several months later.

During the training, participants will discover:

✔ how to structure their supplier database;

✔ how to manage supplier price lists;

✔ how to avoid duplicates;

✔ how to organize their order validations;

✔ how to leverage integrated dashboards.

These best practices save valuable time and secure procurement operations.

Who is this Odoo Purchasing training for?

The training is aimed at anyone involved in the company's purchasing process.

Depending on your role, the objectives may vary.

Purchasing managers and buyers

You will learn to effectively manage your supplier orders, negotiate your commercial terms, and track the performance of your supplies.

Stock managers

You will discover how purchasing is directly linked to stock movements, goods receipts, and automatic replenishment rules.

SME leaders

This training helps you better understand how the module works in order to manage your business with reliable data and support your teams in the daily use of Odoo.

Odoo administrators and referents

You will deepen your understanding of the module's configuration, interactions with other Odoo applications, and best practices to ensure a coherent operation of your ERP.

What benefits according to your profile?

Your profile	What you will learn
SME leader	Understand purchasing indicators and manage expenses
Purchasing manager	Manage suppliers, orders, and purchasing agreements
Buyer	Automate replenishments and secure stocks
Stock manager	Synchronize purchases, receipts, and inventory
Odoo referent	Configure the module and support users

Trainer's advice

Do not try to memorize every button in the Purchasing module.

First, focus on the logic of thepurchasing cycle: request for quotation → supplier order → receipt → invoice → analysis.

Once this logic is understood, the various features of Odoo become much more intuitive.

Do you want to improve your skills in the Odoo Purchasing module?

Our training sessions are designed for Odoo users who want to gain autonomy, secure their purchasing processes, and fully leverage the features of the module.

👉 Book a session with a Nuformations trainerto build a path tailored to your level and the needs of your business.

The skills you will develop during the Odoo Purchasing training

An effective training does not consist of just discovering the software menus.

It should enable each participant to acquire the right reflexes to use the Purchasing module autonomously in their daily activities.

Throughout the training, you will learn to manage the entire supply chain by applying best practices used by companies that fully utilize their ERP.

Create and manage supplier requests for quotations

The first step in the purchasing process is to create a request for quotation.

You will learn to:

• create a new request for quotation;
• select the appropriate supplier;
• add products and quantities;
• manage multiple suppliers for the same product;
• track the status of ongoing requests.

We will also see how to organize your requests to quickly find each file.

💡 Trainer's advice

A well-informed price request facilitates comparisons between suppliers and limits errors during order validation.

Transform a price request into a supplier order

Once the terms are validated with your supplier, the price request becomes an order.

During the training, you will learn to:

✔ confirm an order;

✔ modify an already created order;

✔ track its progress;

✔ manage multiple product lines;

✔ easily find the purchase history.

You will also discover how Odoo automatically remembers negotiated prices to simplify your future purchases.

Receive goods and check deliveries

An order does not stop at its dispatch.

Receiving products is an essential step to maintain reliable stock.

You will learn to:

• receive a delivery;
• check the quantities received;
• manage a partial receipt;
• identify delivery discrepancies;
• understand the impact on stock.

We will also explain how inventory movements are automatically generated in Odoo.

Record supplier invoices

Once the delivery is made, it is necessary to account for the supplier invoice.

You will discover how to:

• create an invoice from an order;
• check the amounts;
• check the billed quantities;
• avoid double entries;
• automatically transmit information to accounting.

This section helps to understand the link between the modulesPurchasingandAccounting.

Set up suppliers and price lists

The Purchasing module allows you to keep all the useful information about your suppliers.

During the training, you will learn to:

• create a supplier record;
• register multiple suppliers for the same product;
• define specific prices;
• provide lead times;
• use negotiated discounts.

These parameters then allow Odoo to automatically propose the right conditions when creating an order.

Automate replenishments

Automation is one of the main productivity gains of the Purchasing module.

We will see how to:

• define a minimum stock;
• create replenishment rules;
• automatically generate orders;
• limit stockouts;
• optimize your inventory levels.

This feature is particularly useful for companies that manage a large number of references.

Leverage dashboards and Purchasing KPIs

The training ends with a hands-on session with the integrated analysis tools.

You will learn in particular how to track:

• expenses by supplier;
• ordered volumes;
• delivery times;
• budget variances;
• supplier performance.

The goal is to enable purchasing managers to manage their activities with reliable and up-to-date data.

Odoo Purchasing Module Training Program

Our course is designed to alternate between theory, demonstrations, and practical applications.

Module	Learning objectives
Module 1	Discover the interface of the Purchasing module
Module 2	Create and manage requests for quotes
Module 3	Validate a supplier order
Module 4	Receive goods
Module 5	Manage supplier invoices
Module 6	Set up suppliers and pricing
Module 7	Automate replenishments
Module 8	Utilize dashboards and KPIs

The most common errors of Odoo users

Even with a high-performing ERP, certain errors occur regularly.

Training helps to avoid them.

Create multiple records for the same supplier

Duplicates complicate order tracking and skew analyses.

During the training, we explain how to properly structure your supplier database.

Neglecting supplier price lists

Many users re-enter prices with each order.

By properly configuring price lists, Odoo automatically applies the negotiated terms.

You save time while reducing the risk of errors.

Forgetting supply lead times

Supplier lead times play a crucial role in calculating needs.

Poor configuration can lead to stockouts or orders placed too late.

Not using replenishment rules

Some companies continue to monitor their inventory manually.

However, Odoo can automatically generate purchasing needs based on defined thresholds.

It is a productivity lever that is often underutilized.

Best practices recommended by our trainers

Through the training sessions conducted with Odoo users, several best practices emerge.

We particularly recommend to:

✔ maintain a clean and up-to-date supplier database;

✔ systematically provide delivery times;

✔ use price lists instead of external files;

✔ check receipts before validation;

✔ regularly analyze purchasing indicators;

✔ automate replenishments when relevant.

These good habits facilitate daily work and ensure better data quality in your ERP.

The skills acquired at the end of the training

Skill	Mastery
Create a price request	✅
Manage supplier orders	✅
Receive goods	✅
Create a supplier invoice	✅
Set up suppliers	✅
Manage price lists	✅
Automate replenishments	✅
Leverage Purchasing KPIs	✅

Practical case: complete a full purchasing cycle in Odoo

AtNuformations, we believe that training is effective when it allows participants to directly manipulate Odoo.

That’s why each session alternates between demonstrations, guided exercises, and practical cases based on real situations.

During the training, you will complete an entire purchasing cycle, just as you would in your company.

Exercise 1: create a price request

You will learn to:

• select a supplier;
• add products;
• enter quantities;
• define delivery times;
• record a price request.

This exercise helps to understand the logic of creating a purchase in Odoo.

Exercise 2: convert the request into a supplier order

You will then continue the process by:

• validating the order;
• modifying quantities if necessary;
• checking supplier information;
• verifying commercial conditions.

You will also discover how to quickly find all your orders using Odoo's search views.

Exercise 3: receiving goods

Once the order is confirmed, you will learn to:

• receive the products;
• check the quantities received;
• manage a partial delivery;
• identify any discrepancies.

You will also understand how this operation automatically updates your inventory.

Exercise 4: create the supplier invoice

The final step is to:

• generate the supplier invoice;
• verify the amounts;
• send the information to accounting;
• track the payment status.

At the end of this exercise, you will have completed a full purchasing cycle in Odoo.

What you will be able to do after this training

By the end of the training, you will be able to work independently on the Purchasing module.

You will be able to:

✅ create price requests;

✅ manage multiple suppliers;

✅ set up price lists;

✅ create and validate supplier orders;

✅ receive goods;

✅ manage supplier invoices;

✅ establish replenishment rules;

✅ analyze performance indicators.

The goal is for each participant to immediately apply the skills acquired in their work environment.

FAQ: Frequently Asked Questions about the Odoo Purchasing Module Training

Is this training suitable for beginners?

Yes. The training is accessible to users who are new to Odoo as well as those who wish to deepen their knowledge. The exercises are tailored to the participants' level.

Do you need to already use Odoo in your company?

Not necessarily.

The training can be taken before or after the deployment of Odoo to prepare teams to effectively use the Purchasing module.

Is the training customizable?

Yes.

Each company has its own purchasing processes.

Our trainers adapt the examples and exercises based on your business and the Odoo modules already in use.

Can we use our own Odoo database during the training?

When possible, we prefer an environment close to your daily use to make the training more concrete.

Depending on the objectives, we can also work on a demonstration database.

Can the training be conducted remotely?

Yes.

Our training sessions are offered:

• remotely via videoconference;
• at your premises;
• or directly at our premises.

How long does the training last?

The duration depends on the participants' level and the defined objectives.

Some companies want a half-day introduction, while others prefer more in-depth support spread over several sessions.

What are the prerequisites?

A general knowledge of the Odoo environment is a plus, but it is not essential.

Our trainers adjust the pace of the training according to the level of each participant.

Why take a training course when the module seems simple?

The Purchasing module is intuitive, but many features often remain unknown:

• management of purchase agreements;
• automation of replenishments;
• supplier price lists;
• analytical dashboards;
• integration with Inventory and Accounting.

Training allows you to fully leverage these features and avoid mistakes that can impact data quality or inventory management.

Continue to develop your skills on Odoo.

The Purchasing module is just one of the many applications available in Odoo.

To go further, also discover our dedicated training courses:

• Odoo Sales Training
• Odoo CRM Training
• Odoo Inventory Training
• Odoo Accounting Training
• Odoo Website Training
• Odoo Marketing Automation Training

By gradually mastering these different modules, you develop a consistent use of your ERP and sustainably improve your company's performance.

Conclusion: mastering the Purchasing module is a true performance lever.

The Odoo Purchasing module offers many features to centralize supplier orders, automate procurement, and track your company's expenses.

However, like any business tool, its value depends on how it is used.

Training not only allows you to gain autonomy but also to adopt best practices from the start, avoid common mistakes, and fully leverage the possibilities offered by Odoo.

Whether you are a manager, a purchasing officer, or a daily user, investing in the skill development of your teams is often the fastest way to improve your procurement processes.

Book your Odoo Purchasing training

Do you want to learn how to effectively use the Odoo Purchasing module or train your teams on real cases?

Our trainers provide personalized sessions tailored to your profession, your level, and your goals.

Book a discovery sessionwith a Nuformations trainer.

Also enjoy 1 hour of free trainingto discuss with an expert, ask your questions, and identify the features that will save you time on a daily basis.