Receipt Reminder Introduction in Odoo18
The steps below guide you through understanding and configuring the “Receipt Reminder” feature in Odoo18. This workflow covers enabling the feature, setting up the outgoing mail server for notifications, and understanding how reminders are sent to vendors based on expected receipt dates for purchase orders.
- Navigate to Purchase Settings: From the Odoo web application, go to the “Purchase” module and then to “Settings”.
- Enable Receipt Reminder: In the settings, locate and enable the “Receipt Reminder” checkbox. This feature automatically reminds vendors about receipt dates.
- Configure Outgoing Mail Server: Before reminders can be sent, configure the outgoing mail server. This involves going to “Settings” -> “General Settings” -> “Outgoing Email Servers” and providing the username and password for your mail server.
- Understand Receipt Reminder Functionality: The Receipt Reminder automatically sends an email to the vendor if the expected receipt date for a purchase order is missed.
- Locate Vendor Mail IDs: Vendor mail IDs are stored within the “Vendors” section under the “Purchase” module, ensuring the system can send reminders to the correct recipients.