2015-10-30 21:58:28 +07:00
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===================================================================
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How to process delivery orders in three steps (pick + pack + ship)?
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2015-11-02 16:57:43 +07:00
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===================================================================
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Overview
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========
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When an order goes to the shipping department for final delivery, Odoo
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is set up by default on a **one-step** operation: once all goods are
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available, they can be shipped in bulk in a single delivery order.
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However, that process may not reflect the reality and your company may
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require more steps before shipping.
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With the **three steps** process (**Pick + Pack + Ship**), the items are
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transferred to a packing area, where they will be assembled by area of
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destination, and then set to outbound trucks for final delivery to the
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customers.
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A few configuration steps are necessary in order to accomplish **Pick +
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Pack + Ship** in Odoo. These steps create some additional locations, which
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2015-11-03 16:06:59 +07:00
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by default are called **Output** and **Packing Zone**. So, if your warehouse's
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2015-11-02 16:57:43 +07:00
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code is ``WH``, this configuration will create a location called ``WH/Output``
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and another one called ``WH/Packing Zone``.
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Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step.
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Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be
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delivered from **WH/Output** to its **final destination**.
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.. note::
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Check out :doc:`inventory_flow` to determine if this inventory flow is
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the correct method for your needs.
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Configuration
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=============
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Install the Inventory module
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----------------------------
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From the **App** menu, search and install the **Inventory** module.
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.. image:: media/three_steps07.png
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:align: center
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You will also need to install the **Sales** module to be able to issue sales
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orders.
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Allow managing routes
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---------------------
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Odoo configures movement of delivery orders via **routes**. Routes
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provide a mechanism to link different actions together. In this case, we
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will link the picking step to the shipping step.
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To allow management of routes, go to :menuselection:`Configuration --> Settings`
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Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button
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**Advanced routing of products using rules**. Make sure that the option
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**Manage several locations per warehouse** is activated as well.
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.. image:: media/three_steps05.png
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:align: center
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Configure the warehouse for Pick + Pack + Ship
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-----------------------------------------------
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Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be
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used.
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For outgoing shippings, set the option to **Make packages into a
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dedicated location, bring them to the output location for shipping (Pick
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+ Pack + Ship).**
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.. image:: media/three_steps01.png
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:align: center
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Create a Sale Order
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===================
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From the **Sale** module, create a sales order with some products to deliver.
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Notice that we now see ``3`` transfers associated with this sales order
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in the **stat button** above the sales order.
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.. image:: media/three_steps06.png
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:align: center
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If you click the button, you should now see three different pickings:
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1. The first with a reference **PICK** to designate the picking process,
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2. The second one with the reference **PACK** that is the packing process,
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3. The last with a reference **OUT** to designate the shipping process.
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.. image:: media/three_steps04.png
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:align: center
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Process a Delivery
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==================
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How to Process the Picking Step?
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--------------------------------
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Ensure that you have enough product in stock and Go to **Inventory**
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and click on the **Waiting** link under the **Pick** kanban card.
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.. image:: media/three_steps08.png
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:align: center
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Click on the picking that you want to process.
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Click on **Reserve** to reserve the products if they are available.
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Click on **Validate** to complete the move from **WH/Stock** to **WH/Packing Zone**.
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This has completed the picking Step and the **WH/PICK** should now show
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**Done** in the status column at the top of the page. The product has
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been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the
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product available for the next step (Packing).
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How to Process the Packing Step?
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--------------------------------
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Go to **Inventory** and click on the **# TRANSFERS** link under the
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**Pack** kanban card.
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.. image:: media/three_steps03.png
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:align: center
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Click on the picking that you want to process.
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Click on **Validate** to complete the move from **WH/Packing Zone** to
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**WH/Output**.
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This has completed the packing step and the **WH/PACK** should now show
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**Done** in the status column at the top of the page. The product has
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been moved from **WH/Packing Zone** to **WH/Output location**, which makes the
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product available for the next step (Shipping).
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How to Process the Shipping Step?
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---------------------------------
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Go to **Inventory** and click on the **# TO DO** link under the
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**Delivery Orders** kanban card.
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.. image:: media/three_steps02.png
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:align: center
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Click on the picking that you want to process.
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Click on **Validate** to complete the move from **WH/Output** to the
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**customer** (Click **Apply** to assign the quantities based on the
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quantities listed in the **To Do** column).
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This has completed the shipping step and the **WH/OUT** should now show
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**Done** in the status column at the top of the page. The product has
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been shipped to the customer.
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.. todo::
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Link to these sections when available
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- Process Overview: From sales orders to delivery orders
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- Process Overview: From purchase orders to receptions
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