Receipt Reminder Odoo 18 Enterprise

Receipt Reminder Odoo 18 Enterprise
 
Introduction

Managing vendor relationships and ensuring timely deliveries are essential components of a smooth procurement process. Odoo’s Receipt Reminder feature streamlines this communication by sending automated email reminders to vendors about the expected receipt date. This small but impactful enhancement helps purchasing teams maintain transparency and stay ahead of delivery schedules.


Purpose of the Receipt Reminder Feature

The Receipt Reminder is designed to:

  • Notify vendors about the expected receipt date automatically.

  • Confirm delivery schedules and reduce follow-ups.

  • Improve accuracy in vendor communication.

  • Simplify the overall purchase order process.

This functionality ensures that vendors are aligned with your delivery expectations, leading to better planning and inventory control.

Step-by-Step Guide to Using the Receipt Reminder in Odoo

1. Enable the Receipt Reminder Feature

  • Navigate to the Purchase module.

  • Go to Configuration > Settings.

  • Enable the Receipt Reminder checkbox.

  • Save the changes

2. Create a New Request for Quotation (RFQ)

  • Go to Purchase > Requests for Quotation.

  • Click Create to initiate a new RFQ.

  • Fill in the vendor details and products

3. Configure Dates in the RFQ

  • In the RFQ form:

    • Set the Confirmation Date (e.g., 21/05/2025).

    • Update the Expected Arrival Date (e.g., 25/05/2025).

4. Access the Email Reminder Option

  • After entering the dates, check the Ask for Confirmation checkbox.

  • You will now see the icon for Reminder Email appear beside it.

  • A predefined receipt reminder date can be set for each partner in the partner form.



 5. Send the Reminder Email

  • Click the Reminder Email Icon.



  • Odoo will automatically send an email to the vendor with the order and expected receipt date details.




Conclusion

Odoo’s Receipt Reminder feature is a valuable tool for optimizing procurement workflows. By automating vendor communication, it reduces manual effort, avoids delivery delays, and ensures accurate tracking of purchase orders. With just a few clicks, your team can maintain clear, timely correspondence with vendors — saving both time and resources in the long run.


in Odoo
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