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Advance Payment in Purchase
The Advance Payment in Purchase module enhances the standard Odoo Purchase workflow by enabling advance payment functionality directly within Purchase Orders. It allows organizations to manage upfront payments efficiently, ensuring financial commitments are tracked and processed seamlessly.
Features
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Features
User Access Control for Advance Payment
This feature allows managers to selectively grant advance payment privileges to specific users. By enabling a simple boolean flag under the user settings, administrators can control who is authorized to initiate or approve advance payments within the Purchase module.
Advance Payment Tab in Purchase Orders
The module introduces a dedicated "Advance Payment" tab within the Request for Quotation (RFQ) and Purchase Order forms. This integration ensures that advance payment options are seamlessly available during the procurement process, making it easier for users to record, manage, and track partial payments without leaving the Purchase workflow.
Advance Payment Pop-Up for Authorized Users
Authorized users can initiate advance payments through an intuitive pop-up interface directly within the Purchase Order. This feature simplifies the process of specifying payment amounts and conditions, ensuring that advance payments are captured accurately and efficiently.
Screenshot
1.) User Access Management
Access rights for advance payments are easily managed through a boolean toggle under each user settings. Managers can enable or disable advance payment privileges for individual users, ensuring secure and controlled access to this financial functionality.
Navigation : Settings → Users & Companies → Users
2.) Advance Payment Tab in RFQ
A dedicated tab within the Request for Quotation allows users to enter and monitor advance payments associated with each purchase.
Navigation : Purchase → Orders → Requests for Quotation
3.) Advance Payment Pop-Up
The module provides a pop-up interface for entering advance payment details.
Navigation : Purchase → Orders → Requests for Quotation
User Guide
