Purchase templates

Estimated reading: 2 minutes 14 views

Introduction

Managing repeated purchases from vendors can be time-consuming  but not with Purchase Templates in Odoo. These templates help streamline the process by allowing you to create ready-to-use requests for quotations (RFQs) that you can reuse anytime. Whether you work with one supplier or many, purchase templates reduce manual entry and save valuable time.

Unlike blanket orders, which are tied to a single vendor, purchase templates offer flexibility by letting you use the same template across multiple suppliers.

Let’s walk through how to set up and use purchase templates in Odoo.

Step-by-Step Instructions

  1. Enable Purchase Templates in Odoo

To begin using purchase templates:

  • Go to Purchases app
  • Click Configuration > Settings
  • In the Orders section, check the box next to Purchase Agreements
  • Click Save

Note: Enabling Purchase Agreements is required to use purchase templates.

  1. Create a Purchase Template
  • Open the Purchases app
  • Go to Orders > Purchase Agreements
  • Click New to create a new agreement

Then:

  • Select a Vendor from the dropdown

💡 Want to use this template with multiple vendors? Leave this field blank.

  • In the Agreement Type field, select Purchase Template
  • Fill out the remaining details as needed

Now add products:

  • Under the Products tab, click Add a line
  • Choose your product, enter the Quantity, and Unit Price

⚠️ Important: Product prices are not automatically pulled in. You must manually enter the Unit Price for each item.

  • When done, click Confirm
  1. Create an RFQ from a Purchase Template

Once your template is confirmed:

  • Open the purchase template
  • Click New Quotation

This will open a new, pre-filled Request for Quotation (RFQ) based on your template.

Next steps:

  • If no vendor was selected earlier, choose a Vendor now
  • Add or remove products as needed using the Products tab
  • Click:
    • Send by Email to email the RFQ to your vendor
    • Print RFQ to generate a printable PDF
    • Confirm Order to finalize the purchase

To track all RFQs linked to the template, use the RFQs/Orders smart button at the top of the

Tips

  • Multiple Vendors? Leave the vendor field blank when creating the template
  • Keep It Updated: Regularly review templates to ensure products, quantities, and pricing are accurate
  • Avoid Errors: Always manually enter product prices when creating a new template

Related Articles

Overview - Previous Blanket orders Next - Overview Import vendor pricelist

Recently Viewed articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success