Tuesday, June 30, 2015

Odoo OpenERP 8 Sales and Purchase Forecast

This blog elaborates sales and purchase forecasting in Odoo 8. This modules considers sales and purchase quotations/ orders while computing forecast quantities.

Sales Forecast :

 Lets created some of the sales quotations or sales orders for future dates (for Month of Dec - 2015 ) through sales module.
 User can create a Sales Forecast records for any date range in order to calculate total probable sales for given date range.
In form view user need to define a date range for which forecast records is created

 In order to load lines from the sales quotations and order when user clicks on “Load Sales” button, system pops up a wizard where filter criteria can be set
 As per the set criteria system loads list of products with cumulative quantity in different sales Quotations/ Orders ordered.
 User can generate a automated procurement from the above forecast by clicking on “Create Procurement” button
 PO is created when above procurement records are processed.
 Purchase forecast :

User can club all the purchase orders generated for a specific date range using purchase forecast.

 When clicked on “Load Purchases” it loads all the purchase lines for a given date range