[IMP] accounting: manage vendor bills

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taskid:

content/applications/finance/accounting/payables/supplier_bills/manage.rst

@@ -2,30 +2,15 @@
 Manage vendor bills
 ===================
 
-The **Purchase** application allows you to manage your purchase orders,
-incoming products, and vendor bills all seamlessly in one place.
+Managing a vendor bill in Odoo can be summarized in four steps:
 
-If you want to set up a vendor bill control process, the first thing you
-need to do is to have purchase data in Odoo. Knowing what has been
-purchased and received is the first step towards understanding your
-purchase management processes.
+#. You begin with a **Request for Quotation (RFQ)** to send out to your vendor(s).
 
-Here is the standard work flow in Odoo:
+#. Once the vendor has accepted the RFQ, confirm the RFQ into a **Purchase Order (PO)**.
 
-1. You begin with a **Request for Quotation (RFQ)** to send out to your
-   vendor(s).
+#. Confirming the PO generates an **Incoming Shipment** if you purchased any storable products.
 
-2. Once the vendor has accepted the RFQ, confirm the RFQ into a
-   **Purchase Order (PO)**.
-
-3. Confirming the PO generates an **Incoming Shipment** if you purchased
-   any stockable products.
-
-4. Upon receiving a **Vendor Bill** from your Vendor, validate the bill
-   with products received in the previous step to ensure accuracy.
-
-This process may be done by three different people within the company,
-or only one.
+#. Upon receiving the **vendor bill** from your vendor, validate the bill.
 
 Configuration
 =============
@@ -33,132 +18,85 @@ Configuration
 Installing the Purchase and Inventory applications
 --------------------------------------------------
 
-From the **Apps** application, search for the **Purchase** module and
-install it. Due to certain dependencies, installing Purchase will
-automatically install the **Inventory** and **Accounting** applications.
+From the :guilabel:`Apps` application, search for the :guilabel:`Purchase` module and install it.
+Due to certain dependencies, installing **Purchase** automatically installs the **Inventory** and
+**Accounting** applications.
 
 Creating products
 -----------------
 
-Creating products in Odoo is essential for quick and efficient
-purchasing within Odoo. Simply navigate to the Products submenu under
-Purchase and click create.
+Creating products in Odoo allows for quick access to pre-configured products' information. To create
+a product, navigate to :menuselection:`Purchase app --> Products --> Products --> Create`.
 
-.. image:: manage/manage01.png
-  :align: center
+.. image:: manage/manage-create-products.png
+   :align: center
+   :alt: Products page of the purchase app.
 
-When creating the product, pay attention to the **Product Type** field,
-since it is important:
+When creating a product, pay attention to the :guilabel:`Product Type` field, as:
 
-- Products that are set as **Stockable or Consumable** will allow you
-  to keep track of their inventory levels. These options imply
-  stock management and will allow for receiving these kinds of
-  products.
+- Products that are set as :guilabel:`Storable` or :guilabel:`Consumable` allow to keep track of
+  their inventory levels. These options imply stock management and therefore make it possible to
+  click on the :guilabel:`Receive Product` button.
 
-- Conversely, products that are set as a **Service or Digital Product**
-  will not imply stock management, simply due to the fact that
-  there is no inventory to manage. You will not be able to receive
-  products under either of these designations.
+- Conversely, products that are set as :guilabel:`Service` or :guilabel:`Digital Product` do not
+  require stock management. You are therefore not able to receive products under either of these
+  categories.
 
 .. tip::
-   It is recommended that you create a **Miscellaneous** product for all purchases
-   that occur infrequently and do not require inventory valuation or management.
-   If you create such a product, it is recommended to set the product type to **Service**.
+   It is recommended to create a **Miscellaneous** product category for all purchases occurring
+   infrequently and that do not require inventory valuation or management. If you create such a
+   product, it is recommended to set the product type as :guilabel:`Service`.
 
-Managing your Vendor Bills
+Managing your vendor bills
 ==========================
 
 Purchasing products or services
 -------------------------------
 
-From the purchase application, you can create a purchase order with as
-many products as you need. If the vendor sends you a confirmation or
-quotation for an order, you may record the order reference number in the
-**Vendor Reference** field. This will enable you to easily match the PO
-with the the vendor bill later (as the vendor bill will probably include
-the Vendor Reference)
+From the purchase application, you can create a **purchase order** with as many products as you
+need. If the vendor sends you a quotation or confirmation for an order, you can record the **order
+reference number** in the :guilabel:`Vendor Reference` field. This enables you to easily match the
+PO with the vendor bill later on. Click on :guilabel:`Confirm Order` to confirm the purchase order.
 
-.. image:: manage/manage02.png
-  :align: center
+.. image:: manage/manage-vendor-reference.png
+   :align: center
+   :alt:
 
-Validate the purchase order and receive the products from the Inventory
-application.
-
-Receiving Products
+Receiving products
 ------------------
 
-If you purchased any stockable products that you manage the inventory
-of, you will need to receive the products from the Inventory application
-after you confirm a purchase order. From the **Inventory dashboard**, you
-should see a button linking you directly to the transfer of products.
-This button is outlined in red below:
+Purchased storable products have to be indicated as *received* once the delivery is made. From the
+**Purchase** app, select the purchase order corresponding to the delivery, click on the
+:guilabel:`Receive Products` button, and then validate the transfer.
 
-.. image:: manage/manage03.png
-  :align: center
-
-Navigating this route will take you to a list of all orders waiting to
-be received.
-
-.. image:: manage/manage04.png
-  :align: center
-
-If you have a lot of awaiting orders, apply a filter using the search
-bar in the upper right. With this search bar, you may filter based on
-the vendor (partner), the product, or the source document (also known as
-the reference of your purchase order). You can also
-group the orders by different criteria under **Group By**. Selecting an
-item from this list will open the following screen where you then will
-receive the products.
-
-.. image:: manage/manage05.png
-  :align: center
-
-Purchasing service products does not trigger a delivery order.
-
-Managing Vendor Bills
----------------------
-
-When you receive a vendor bill for a previous purchase, be sure to
-record it in the Purchases application under the **Control Menu**. You
-need to create a new vendor bill even if you already registered a
-purchase order.
-
-.. image:: manage/manage06.png
-  :align: center
-
-The first thing you will need to do upon creating a vendor bill is to
-select the appropriate vendor, since doing so will also pull up any associated
-accounting or pricelist information. From there, you can choose to
-specify one or multiple Purchase Orders to populate the Vendor Bill
-with. When you select a Purchase Order from the list, Odoo will pull any
-uninvoiced products associated to that Purchase Order and automatically
-populate that information below. If you are having a hard time finding
-the appropriate vendor bill, you may search through the list by
-inputting the vendor reference number or your internal purchase order
-number.
-
-.. image:: manage/manage07.png
-  :align: center
-
-While the invoice is in a draft state, you can make any modifications you
-need (i.e. remove or add product lines, modify quantities, and change
-prices).
+Alternatively, you can confirm the delivery of products through the **Inventory** app by going to
+:menuselection:`Inventory dashboard --> Receipts` *or* :menuselection:`Inventory app --> Operations
+--> Transfers`.
 
 .. note::
-   Your vendor may send you several bills for the same Purchase Order if:
+   Purchasing **service** products does not trigger a delivery order.
 
-   #. Your vendor is in back-order and is sending you invoices as they ship the products.
-   #. Your vendor is sending you a partial bill or asking for a deposit.
+Managing vendor bills
+---------------------
 
-Every time you record a new vendor bill, Odoo will automatically
-populate the product quantities based on what has been received from the
-vendor. If this value is showing a zero, this means that you have not
-yet received this product and simply serves as a reminder that the
+.. todo::
+   see with PO of purchase if it's still applicable
+
+Your vendor may send you **several bills** for the same purchase order if:
+
+#. Your vendor is in back-order and is sending you invoices as they ship the products;
+#. Your vendor is sending you a partial bill or asking for a deposit.
+
+Every time you record a new vendor bill, Odoo automatically populates the product quantities based
+on what has been previously received from the vendor. If the value is showing `0`, it means no
+deliveries for the product have been received yet.
+
+you have not yet received this product and simply serves as a reminder that the
 product is not in hand and you may need to inquire further into this. At
 any point in time, before you validate the Vendor Bill, you may override
 this zero quantity.
 
-Vendor Bill Matching
+Vendor bill matching
 ====================
 
 What to do if your vendor bill does not match what you received
@@ -208,7 +146,7 @@ select the product(s) you wish to modify, and you should see a new field appear,
 labeled **Control Purchase Bills**.
 
 .. image:: manage/manage08.png
-  :align: center
+   :align: center
 
 You can then change the default management method for the selected
 product to be based on either:
@@ -217,7 +155,7 @@ product to be based on either:
 
 - or Received quantities
 
-Batch Billing
+Batch billing
 -------------
 
 When creating a vendor bill and selecting the appropriate purchase