Revolutionize Your Purchasing Process with Sales Order Automation for Purchasing

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[Music] foreign welcome back oh doers now because ODU integrates operations between apps we can manage sales production and product deliveries without any discrepancies in the business flow now to make our lives even easier we can set up automatic actions in ODU triggered right when a customer buys a product now these actions can create purchase orders for example for when raw materials might run out during the manufacturing process at the same time manufacturing operations are automatically generated which instruct my employees which products they need to make as demand is generated or when materials arrive now this helps save time and your employees won't stand around like Steve waiting for missing materials when manufacturing has already begun so get up Steve it'll take some setup but automation is worth it alright Autobots roll out okay the doers we're now in our database starting in the manufacturing app now the first thing we need is a bill of materials for the product we're manufacturing so we're going to go up here to products fill the materials and we're working with the newest product which is our Optimus Prime toy now selecting it inside I actually want to check something else up so this is the products bill of materials but let's go into the product form using the internal link right there and we're going to make our way over to the inventory tab now I want to check over here in this operations area we need to check to make sure and specify that we want to manufacture this product so make sure that this little check box is checked now this lets odoo know that we make this Transformer in-house and since we're not reselling a product that someone else made we'll leave the buy unchecked if it was the reverse then obviously go that way everything looks good so let's go back to the Prime toy bomb using bread bread crumbs today it's just bread now I also want to automate my purchase order so that we don't run out of components now remember to do that I need to set up reordering rules so I'm going to select the Blue Block internal link I love these we just jump around all right now I need to make sure that the buyer out is selected so we're going over here perfect we're already there now we need that since we'll be purchasing this item from a vendor then under the purchase tab need to make sure that we have a vendor because that's how ODU knows who to buy from when I'm out of stock saw looks good so I need to configure some reordering rules to decide how many items need to be ordered so let's click on the smart button right here that says reordering rules perfect we don't have one so we'll create one we'll set our minimum to 10 Max to 30. it's all I can afford right now and once that we're done everything is all set up perfect all right now let's go back to the product again so in our case we're going back to the Prime toy via bread bread crumbs now I already configured reordering rules for the rest of the distinguished gentleman's components so we're all set there let's start this flow of doers all right I'll do it so up first we're actually gonna go immediately into the sales application gotta create a new one up here and our customer let's say that we have a customer named Sam woodwicky over here and they've broken their Prime toy and they need a new one so we're gonna help them out and confirm this real quick now you'll notice that once we did that we've created our sales order and we also have a delivery now and we select the delivery you'll see that right now there's something bad that's happened now if you couldn't tell by the red not available icon next to the product availability this product isn't in stock right now but let's see what happens when we try to validate it anyways oh no user error oh dupsies we don't have the product in stock as I just said now that's because we need to manufacture this item which is why the delivery is in the waiting stage now since my components must be bought though I need to create a purchase order which starts with an RFQ now I could manually create a request for quotation in the purchase app but I want to eliminate that extra step so let's automate it so to automate rfqcreation I need to go to the inventory application so we're going to go out of here in vote up oh doopsy right there inventory all right beautiful now that we're inside of here from the inventory app I'll select operations and replenishment now here I have an overview of all the replenishments that need processing I'm going to click on the automate orders for my Prime toy which will do two things first thing it'll generate an RFQ for the component since we set up reordering rules for the components second it'll create a manufacturing order for the final product more specifically clicking this button will create a zero minimum zero maximum reordering rule for the final product which will generate a corresponding Mo or manufacturing order every time a sales order is created with this product on it now going over again back over here to the purchase app I can see that look at that we have a new RFQ created and as you can tell this is containing all of the items that I need to manufacture so let's click in the road doers perfect boom now as you could tell this RFQ contains because I set the maximum of the Blue Block to 30. it's accounting that I will need 10 blue blocks in order to make the Prime toy that was just ordered because math now in our case I'm going to confirm this now it's a purchase order and then I will receive the products and then we'll validate this immediately boom and everything is done in ODU tells me that I received all the items that I ordered from this vendor now the product needs to be manufactured so we're gonna go back out of here manufacturing and where do we go doers well if we go up to our operations manufacturing orders we'll see that an ammo has been automatically created for my Prime toy and it's ready to go next we need to build this store so let's go over to work orders and what do we do of doers well we're going to basically start this and immediately pretty much say it's done and what do we do with doers we're going to click done now and finally mark this as done boom we're done now the very last step is to deliver the finished Optimus Prime to our patient customer so we're gonna now go back out of here again over to inventory and where do we go in hero doers we're going to go to our delivery orders kanban card and in our case if we click on that want to process boom let's give this a better view boom and there it is now here we can see that the stage has changed from waiting to ready so we'll go ahead and validate that apply boom we've shipped something out the toys out the door now with this setup we're ready to receive orders without being afraid of running out of component stock and we can save time by automating document creation and with that that concludes this tutorial but thanks for watching see you in the next one go grab a snack