[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
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@ -7,7 +7,7 @@ Overview
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Odoo provides multi-currency support with automatic currency gross or
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Odoo provides multi-currency support with automatic currency gross or
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loss entry adjustment. There are a few things Odoo has been to ease the
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loss entry adjustment. There are a few things Odoo has been to ease the
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user’s life.
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user's life.
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All the account transactions will be done using the company currency.
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All the account transactions will be done using the company currency.
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However you can see two extra fields with the journal entry where
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However you can see two extra fields with the journal entry where
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@ -25,7 +25,7 @@ Odoo CRM Terminologies
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- **Lead :**
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- **Lead :**
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Someone who becomes aware of your company or someone who
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Someone who becomes aware of your company or someone who
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you decide to pursue for a sale, even if they don’t know about
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you decide to pursue for a sale, even if they don't know about
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your company yet.
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your company yet.
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- **Opportunity :**
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- **Opportunity :**
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@ -2,7 +2,7 @@
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How to analyze the sales performance of your team and get customize reports
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How to analyze the sales performance of your team and get customize reports
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===========================================================================
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===========================================================================
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As a manager, you need to constantly monitor your team’s performance
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As a manager, you need to constantly monitor your team's performance
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in order to help you take accurate and relevant decisions for the
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in order to help you take accurate and relevant decisions for the
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company. Therefore, the **Reporting** section of **Odoo Sales** represents a
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company. Therefore, the **Reporting** section of **Odoo Sales** represents a
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very important tool that helps you get a better understanding of where
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very important tool that helps you get a better understanding of where
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@ -8,5 +8,6 @@ Inventory
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:titlesonly:
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:titlesonly:
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inventory/overview
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inventory/overview
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inventory/delivery
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inventory/settings
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inventory/settings
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inventory/management
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inventory/management
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12
inventory/delivery.rst
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inventory/delivery.rst
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===============
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Delivery Orders
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===============
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.. toctree::
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:titlesonly:
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:glob:
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delivery/inventory_flow
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delivery/one_step
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delivery/two_steps
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delivery/three_steps
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52
inventory/delivery/inventory_flow.rst
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inventory/delivery/inventory_flow.rst
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=================================================================
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How to choose the right inventory flow to handle delivery orders?
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=================================================================
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Depending on factors such as the type of items you sell, the size of
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your warehouse, the number of orders you register everyday... the way you
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handle deliveries to your customers can vary a lot.
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Odoo allows you to handle shipping from your warehouse in 3 different
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ways:
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- **One step (shipping)**: Ship directly from stock
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- **Two steps (pick + ship)**: Bring goods to output location before
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shipping
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- **Three steps (pick + pack + ship)**: Make packages into a dedicated
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location, then bring them to the output location for shipping
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For companies having a rather small warehouse and that do not require
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high stock of items or don't sell perishable items, a one step shipping
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is the simplest solution, as it does not require a lot of configuration
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and allows to handle orders very quickly.
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Using inventory methods such as FIFO, LIFO and FEFO require to have at
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least two steps to handle a shipment. The picking method will be
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determined by the removal strategy, and the items removed will then be
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shipped to the customer. This method is also interesting if you hold
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larger stocks and especially when the items you stock are big in size.
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The three steps system becomes useful in more specific situations, the
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main one being for handling very large stocks. The items are transferred
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to a packing area, where they will be assembled by area of destination,
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and then set to outbound trucks for final delivery to the customers.
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Configuration
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=============
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One step flow
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-------------
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Please read documentation on :doc:`one_step`
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Two steps flow
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--------------
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Please read documentation on :doc:`two_steps`
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Three steps flow
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----------------
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Please read documentation on :doc:`three_steps`
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3
inventory/delivery/one_step.rst
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inventory/delivery/one_step.rst
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======================================================
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How to process delivery orders in one step (shipping)?
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======================================================
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3
inventory/delivery/three_steps.rst
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inventory/delivery/three_steps.rst
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===================================================================
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How to process delivery orders in three steps (pick + pack + ship)?
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===================================================================
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3
inventory/delivery/two_steps.rst
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==========================================================
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How to process delivery orders in two steps (pick + ship)?
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==========================================================
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@ -49,7 +49,7 @@ the **Inventory submenu**, do not forget to select a supplier.
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:align: center
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:align: center
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.. tip::
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.. tip::
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Don’t forget to select the right product type in the product form.
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Don't forget to select the right product type in the product form.
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A consumable can not be stocked and will thus not be accounted for in the stock valuation.
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A consumable can not be stocked and will thus not be accounted for in the stock valuation.
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Make to Order
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Make to Order
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@ -18,7 +18,7 @@ There are 3 types of locations:
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warehouses for which you are the owner. They can be the loading and
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warehouses for which you are the owner. They can be the loading and
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unloading area of your warehouse, a shelf or a department, etc.
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unloading area of your warehouse, a shelf or a department, etc.
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- The **Partner Locations** are spaces within a customer and/or vendor’s
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- The **Partner Locations** are spaces within a customer and/or vendor's
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warehouse. They work the same way as Physical Locations with the only
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warehouse. They work the same way as Physical Locations with the only
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difference being that you are not the owner of the warehouse.
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difference being that you are not the owner of the warehouse.
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