Receipt Reminder in Odoo 17 Purchase | Odoo 17 Purchase Tutorials | Odoo 17 Functional Videos

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Published on March 6, 2024 11:15:04 AM ● Video Link: https://www.youtube.com/watch?v=gOw4lKEzOEA

Duration: 4:40

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In Odoo, the receipt reminder is a feature within the Purchase module that helps improve communication and streamline the purchase order process

Automatically reminding vendors about the expected receipt date of their delivered goods or services.
Optionally requesting confirmation from vendors before the receipt date, ensuring clarity and reducing potential delays.

Prerequists
Ensure you have the Odoo Purchase module installed and configured.
Set up your Outgoing Email Server in Odoo under Settings - General Settings - Outgoing Mail Server. This allows Odoo to send automated emails.

Steps:
Enable the "Receipt Reminder" feature:
Go to Purchases - Configuration - Settings.
Under the "Orders" section, check the box for "Receipt Reminder".
Click "Save".
Create a purchase order:

Go to Purchases - Orders - Create.
Add the necessary details for your purchase order, including the vendor and products.
In the purchase order form, set the "Expected Receipt Date".
Enable the "Ask Confirmation" option (optional):

Below the "Expected Receipt Date,"  you'll find the "Ask Confirmation" checkbox.
Checking this box will send an email to the vendor X days before the receipt date, reminding them of the upcoming delivery and requesting confirmation.
You can specify the number of days for the reminder in the "Delay (days)" field.

Save the purchase order.
Functionality
Once you save the purchase order with the "Receipt Reminder" enabled, Odoo will automatically send an email notification to the vendor on the expected receipt date.

If you also enabled "Ask Confirmation," Odoo will send an additional email X days before the receipt date, requesting confirmation from the vendor.
The vendor can then confirm the receipt date by replying to the email. Odoo will reflect the confirmation on the purchase order.

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