From 0e69c63dc24eddec8f79bbe12642a3f65ef25242 Mon Sep 17 00:00:00 2001 From: Yannick Tivisse Date: Fri, 30 Oct 2015 15:58:28 +0100 Subject: [PATCH] [ADD] inventory: How to choose the right inventory flow to handle delivery orders? https://docs.google.com/document/d/1F8Qkdc5sf80kBEjpaTEA3rn1NXLBWglCWcmns-Vl5G4/edit#heading=h.1zfr3egfv9rc PS : Fix typo --- .../multicurrencies/invoices_payments.rst | 2 +- crm/overview/main_concepts/terminologies.rst | 2 +- crm/reporting/analysis.rst | 2 +- inventory.rst | 1 + inventory/delivery.rst | 12 +++++ inventory/delivery/inventory_flow.rst | 52 +++++++++++++++++++ inventory/delivery/one_step.rst | 3 ++ inventory/delivery/three_steps.rst | 3 ++ inventory/delivery/two_steps.rst | 3 ++ .../adjustment/min_stock_rule_vs_mto.rst | 2 +- .../difference_warehouse_location.rst | 2 +- 11 files changed, 79 insertions(+), 5 deletions(-) create mode 100644 inventory/delivery.rst create mode 100644 inventory/delivery/inventory_flow.rst create mode 100644 inventory/delivery/one_step.rst create mode 100644 inventory/delivery/three_steps.rst create mode 100644 inventory/delivery/two_steps.rst diff --git a/accounting/others/multicurrencies/invoices_payments.rst b/accounting/others/multicurrencies/invoices_payments.rst index 5243bc7fd..08010334d 100644 --- a/accounting/others/multicurrencies/invoices_payments.rst +++ b/accounting/others/multicurrencies/invoices_payments.rst @@ -7,7 +7,7 @@ Overview Odoo provides multi-currency support with automatic currency gross or loss entry adjustment. There are a few things Odoo has been to ease the -user’s life. +user's life. All the account transactions will be done using the company currency. However you can see two extra fields with the journal entry where diff --git a/crm/overview/main_concepts/terminologies.rst b/crm/overview/main_concepts/terminologies.rst index b556539ea..3e6d395c3 100644 --- a/crm/overview/main_concepts/terminologies.rst +++ b/crm/overview/main_concepts/terminologies.rst @@ -25,7 +25,7 @@ Odoo CRM Terminologies - **Lead :** Someone who becomes aware of your company or someone who - you decide to pursue for a sale, even if they don’t know about + you decide to pursue for a sale, even if they don't know about your company yet. - **Opportunity :** diff --git a/crm/reporting/analysis.rst b/crm/reporting/analysis.rst index 45635b594..64ba4bc58 100644 --- a/crm/reporting/analysis.rst +++ b/crm/reporting/analysis.rst @@ -2,7 +2,7 @@ How to analyze the sales performance of your team and get customize reports =========================================================================== -As a manager, you need to constantly monitor your team’s performance +As a manager, you need to constantly monitor your team's performance in order to help you take accurate and relevant decisions for the company. Therefore, the **Reporting** section of **Odoo Sales** represents a very important tool that helps you get a better understanding of where diff --git a/inventory.rst b/inventory.rst index 0e60bbf69..6e2209dd2 100644 --- a/inventory.rst +++ b/inventory.rst @@ -8,5 +8,6 @@ Inventory :titlesonly: inventory/overview + inventory/delivery inventory/settings inventory/management diff --git a/inventory/delivery.rst b/inventory/delivery.rst new file mode 100644 index 000000000..cf22130d7 --- /dev/null +++ b/inventory/delivery.rst @@ -0,0 +1,12 @@ +=============== +Delivery Orders +=============== + +.. toctree:: + :titlesonly: + :glob: + + delivery/inventory_flow + delivery/one_step + delivery/two_steps + delivery/three_steps \ No newline at end of file diff --git a/inventory/delivery/inventory_flow.rst b/inventory/delivery/inventory_flow.rst new file mode 100644 index 000000000..0675dd711 --- /dev/null +++ b/inventory/delivery/inventory_flow.rst @@ -0,0 +1,52 @@ +================================================================= +How to choose the right inventory flow to handle delivery orders? +================================================================= + +Depending on factors such as the type of items you sell, the size of +your warehouse, the number of orders you register everyday... the way you +handle deliveries to your customers can vary a lot. + +Odoo allows you to handle shipping from your warehouse in 3 different +ways: + +- **One step (shipping)**: Ship directly from stock + +- **Two steps (pick + ship)**: Bring goods to output location before + shipping + +- **Three steps (pick + pack + ship)**: Make packages into a dedicated + location, then bring them to the output location for shipping + +For companies having a rather small warehouse and that do not require +high stock of items or don't sell perishable items, a one step shipping +is the simplest solution, as it does not require a lot of configuration +and allows to handle orders very quickly. + +Using inventory methods such as FIFO, LIFO and FEFO require to have at +least two steps to handle a shipment. The picking method will be +determined by the removal strategy, and the items removed will then be +shipped to the customer. This method is also interesting if you hold +larger stocks and especially when the items you stock are big in size. + +The three steps system becomes useful in more specific situations, the +main one being for handling very large stocks. The items are transferred +to a packing area, where they will be assembled by area of destination, +and then set to outbound trucks for final delivery to the customers. + +Configuration +============= + +One step flow +------------- + +Please read documentation on :doc:`one_step` + +Two steps flow +-------------- + +Please read documentation on :doc:`two_steps` + +Three steps flow +---------------- + +Please read documentation on :doc:`three_steps` \ No newline at end of file diff --git a/inventory/delivery/one_step.rst b/inventory/delivery/one_step.rst new file mode 100644 index 000000000..18f10627f --- /dev/null +++ b/inventory/delivery/one_step.rst @@ -0,0 +1,3 @@ +====================================================== +How to process delivery orders in one step (shipping)? +====================================================== \ No newline at end of file diff --git a/inventory/delivery/three_steps.rst b/inventory/delivery/three_steps.rst new file mode 100644 index 000000000..5983163ba --- /dev/null +++ b/inventory/delivery/three_steps.rst @@ -0,0 +1,3 @@ +=================================================================== +How to process delivery orders in three steps (pick + pack + ship)? +=================================================================== \ No newline at end of file diff --git a/inventory/delivery/two_steps.rst b/inventory/delivery/two_steps.rst new file mode 100644 index 000000000..97b57d095 --- /dev/null +++ b/inventory/delivery/two_steps.rst @@ -0,0 +1,3 @@ +========================================================== +How to process delivery orders in two steps (pick + ship)? +========================================================== \ No newline at end of file diff --git a/inventory/management/adjustment/min_stock_rule_vs_mto.rst b/inventory/management/adjustment/min_stock_rule_vs_mto.rst index f94c8b283..794b97c27 100644 --- a/inventory/management/adjustment/min_stock_rule_vs_mto.rst +++ b/inventory/management/adjustment/min_stock_rule_vs_mto.rst @@ -49,7 +49,7 @@ the **Inventory submenu**, do not forget to select a supplier. :align: center .. tip:: - Don’t forget to select the right product type in the product form. + Don't forget to select the right product type in the product form. A consumable can not be stocked and will thus not be accounted for in the stock valuation. Make to Order diff --git a/inventory/settings/warehouses/difference_warehouse_location.rst b/inventory/settings/warehouses/difference_warehouse_location.rst index 9805980ea..e75ed06b6 100644 --- a/inventory/settings/warehouses/difference_warehouse_location.rst +++ b/inventory/settings/warehouses/difference_warehouse_location.rst @@ -18,7 +18,7 @@ There are 3 types of locations: warehouses for which you are the owner. They can be the loading and unloading area of your warehouse, a shelf or a department, etc. -- The **Partner Locations** are spaces within a customer and/or vendor’s +- The **Partner Locations** are spaces within a customer and/or vendor's warehouse. They work the same way as Physical Locations with the only difference being that you are not the owner of the warehouse.