[REF] inventory: restructure shipping section
closes odoo/documentation#10699
X-original-commit: e9b954cfe0
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
@ -41,7 +41,7 @@ drop-down menu (most products will be set to :guilabel:`Units`).
|
||||
units, miles, nights, etc.). Go to :menuselection:`Sales app --> Configuration --> Settings` and
|
||||
ensure `Units of Measure` is enabled in the `Product Catalog` section. Click on the
|
||||
:guilabel:`Units of Measure` internal link to :doc:`view, create, and edit the units of measure
|
||||
<../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`.
|
||||
<../inventory_and_mrp/inventory/product_management/configure/uom>`.
|
||||
|
||||
.. image:: expenses/new-expense-product.png
|
||||
:align: center
|
||||
|
@ -175,7 +175,7 @@ Make sure your products are correctly configured so your e-invoices are valid:
|
||||
|
||||
- :guilabel:`Product Type`: storable products, consumables, or services.
|
||||
- :guilabel:`Unit of Measure`: if you also use Odoo Inventory and have enabled :doc:`Units of
|
||||
Measure <../../inventory_and_mrp/inventory/product_management/product_replenishment/uom>`.
|
||||
Measure <../../inventory_and_mrp/inventory/product_management/configure/uom>`.
|
||||
- :guilabel:`Barcode`: **GS1** or **EGS** barcode
|
||||
- :guilabel:`ETA Item code` (under the :menuselection:`Accounting` tab): if the barcode doesn't
|
||||
match your ETA item code.
|
||||
|
@ -237,7 +237,7 @@ options:
|
||||
|
||||
.. note::
|
||||
Products **must** be configured as :guilabel:`Can be sold` and shared between the companies. See
|
||||
:doc:`../inventory_and_mrp/inventory/product_management/product_tracking/type`.
|
||||
:doc:`../inventory_and_mrp/inventory/product_management/configure/type`.
|
||||
|
||||
.. example::
|
||||
:guilabel:`Synchronize invoice/bills`: an invoice posted on `JS Store Belgium`, for `JS Store
|
||||
|
@ -7,5 +7,5 @@ Product management
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
product_management/product_replenishment
|
||||
product_management/configure
|
||||
product_management/product_tracking
|
||||
|
@ -0,0 +1,14 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Configure product
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
configure/type
|
||||
configure/uom
|
||||
configure/package
|
||||
configure/packaging
|
||||
|
@ -23,9 +23,9 @@ to *Reusable Box* **only** when configuring packages for :ref:`cluster pickings
|
||||
<inventory/warehouses_storage/cluster-pack>`.
|
||||
|
||||
*Package type* is an optional feature used for :doc:`calculating shipping cost
|
||||
<../../shipping_receiving/setup_configuration/delivery_method>`, based on real shipping weight.
|
||||
Create package types to include the weight of the package itself (e.g. boxes, pallets, other
|
||||
shipping containers) in shipping cost calculations.
|
||||
<../../shipping_receiving/setup_configuration>`, based on real shipping weight. Create package types
|
||||
to include the weight of the package itself (e.g. boxes, pallets, other shipping containers) in
|
||||
shipping cost calculations.
|
||||
|
||||
.. note::
|
||||
While packages are commonly used in the :doc:`three-step delivery route
|
||||
@ -120,7 +120,7 @@ calculate package weights for shipping costs.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>`
|
||||
- :doc:`../../shipping_receiving/setup_configuration/delivery_method`
|
||||
- :doc:`../../shipping_receiving/setup_configuration`
|
||||
|
||||
On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The
|
||||
fields of the form are as follows:
|
||||
@ -185,8 +185,7 @@ following fields:
|
||||
:alt: Display package form to create a cluster pack.
|
||||
|
||||
.. seealso::
|
||||
:doc:`Using cluster packages
|
||||
<../../warehouses_storage/advanced_operations_warehouse/cluster_picking>`
|
||||
:doc:`Using cluster packages <../../shipping_receiving/picking_methods/cluster>`
|
||||
|
||||
View packages
|
||||
=============
|
Before Width: | Height: | Size: 23 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 4.2 KiB After Width: | Height: | Size: 4.2 KiB |
Before Width: | Height: | Size: 4.2 KiB After Width: | Height: | Size: 4.2 KiB |
Before Width: | Height: | Size: 5.2 KiB After Width: | Height: | Size: 5.2 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 6.4 KiB After Width: | Height: | Size: 6.4 KiB |
Before Width: | Height: | Size: 4.5 KiB After Width: | Height: | Size: 4.5 KiB |
@ -7,9 +7,9 @@ Product type
|
||||
Define *product types* in Odoo to track products in varying levels of detail.
|
||||
|
||||
Classify products as *storable* to track stock counts, allowing users to trigger :doc:`reordering
|
||||
rules <../product_replenishment/reordering_rules>` for generating purchase orders. *Consumable*
|
||||
products are assumed to always be in stock, and *service* products are performed and served by the
|
||||
business.
|
||||
rules <../../warehouses_storage/replenishment/reordering_rules>` for generating purchase orders.
|
||||
*Consumable* products are assumed to always be in stock, and *service* products are performed and
|
||||
served by the business.
|
||||
|
||||
.. seealso::
|
||||
`Odoo Tutorials: Product Type <https://www.youtube.com/watch?v=l6j0ZkP5mLM>`_
|
||||
@ -87,7 +87,7 @@ to detailed sections.
|
||||
- :ref:`Yes* <inventory/product_management/transfer-store>`
|
||||
- :ref:`Yes* <inventory/product_management/transfer-con>`
|
||||
- :ref:`No* <inventory/product_management/transfer-serv>`
|
||||
* - :doc:`Lot/serial number tracking <differences>`
|
||||
* - :doc:`Lot/serial number tracking <../product_tracking>`
|
||||
- Yes
|
||||
- No
|
||||
- No
|
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 2.0 KiB After Width: | Height: | Size: 2.0 KiB |
Before Width: | Height: | Size: 4.0 KiB After Width: | Height: | Size: 4.0 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 34 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@ -1,13 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
=====================
|
||||
Product replenishment
|
||||
=====================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
product_replenishment/strategies
|
||||
product_replenishment/mto
|
||||
product_replenishment/reordering_rules
|
||||
product_replenishment/uom
|
@ -1,18 +1,111 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
|
||||
================
|
||||
Product tracking
|
||||
================
|
||||
|
||||
*Lots* and *serial numbers* are the two ways to identify and track products in Odoo. While there are
|
||||
similarities between the two traceability methods, there are also notable differences that affect
|
||||
receipts, deliveries, and inventory reports.
|
||||
|
||||
A *lot* usually indicates a specific batch of an item that was received, is currently stored, or was
|
||||
shipped from a warehouse. However, it can also pertain to a batch of products manufactured in-house,
|
||||
as well.
|
||||
|
||||
A *serial number* is a unique identifier assigned incrementally (or sequentially) to an item or
|
||||
product, used to distinguish it from other items or products.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`product_tracking/lots`
|
||||
- :doc:`product_tracking/serial_numbers`
|
||||
|
||||
Enable lots & serial numbers
|
||||
============================
|
||||
|
||||
To track products using lots and serial numbers, the *Lots & Serial Numbers* feature must be
|
||||
enabled.
|
||||
|
||||
To do that, go to the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to
|
||||
the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`.
|
||||
Then, click the :guilabel:`Save` button to save changes.
|
||||
|
||||
.. image:: product_tracking/product_tracking/differences-enabled-setting.png
|
||||
:align: center
|
||||
:alt: Enabled lots and serial numbers feature in inventory settings.
|
||||
|
||||
When to use lots
|
||||
================
|
||||
|
||||
Lots are useful for products that are manufactured or received in large quantities, such as clothes
|
||||
or food. Lots and can be used to trace a product back to a group, which is especially useful when
|
||||
managing product recalls or expiration dates.
|
||||
|
||||
.. example::
|
||||
.. image:: product_tracking/product_tracking/differences-lot.png
|
||||
:align: center
|
||||
:alt: Created lot with quantity of products in it.
|
||||
|
||||
Manufacturers assign lot numbers to groups of products that have common properties; this can lead to
|
||||
multiple goods sharing the same lot number. This helps identify a number of products in a single
|
||||
group, and allows for end-to-end traceability of these products through each step in their life
|
||||
cycles.
|
||||
|
||||
When to use serial numbers
|
||||
==========================
|
||||
|
||||
The goal of assigning serial numbers to individual products is to make sure every item's history is
|
||||
identifiable when it travels through the supply chain. This can be especially useful for
|
||||
manufacturers that provide after-sales services related to products they sell and deliver.
|
||||
|
||||
.. example::
|
||||
.. image:: product_tracking/product_tracking/differences-serial-numbers.png
|
||||
:align: center
|
||||
:alt: List of serial numbers for product.
|
||||
|
||||
Serial numbers can contain many different types of characters: numbers, letters, typographical
|
||||
symbols, or a mixture of all three types.
|
||||
|
||||
Traceability
|
||||
============
|
||||
|
||||
Manufacturers and companies can refer to traceability reports to see the entire life cycle of a
|
||||
product. These reports include vital information, like where it came from (and when), where it was
|
||||
stored, and to whom it was sent.
|
||||
|
||||
To see the full traceability of a product, or group products by lots and/or serial numbers, go to
|
||||
:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the
|
||||
:guilabel:`Lots/Serial Numbers` dashboard.
|
||||
|
||||
From here, products with lots or serial numbers assigned to them are listed by default. They can
|
||||
also be expanded to show what lots or serial numbers have been specifically assigned to them.
|
||||
|
||||
To group by lots or serial numbers, first remove any default filters from the search bar in the
|
||||
upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which
|
||||
reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`,
|
||||
and click :guilabel:`Apply`.
|
||||
|
||||
Doing so reveals all existing lots and serial numbers, and each can be expanded to show all product
|
||||
quantities with that assigned number. For unique serial numbers that are *not* reused, there should
|
||||
*only* be one product per serial number.
|
||||
|
||||
.. image:: product_tracking/product_tracking/differences-tracking.png
|
||||
:align: center
|
||||
:alt: Reporting page with drop-down lists of lots and serial numbers.
|
||||
|
||||
.. tip::
|
||||
For additional information regarding an individual lot number or serial number, click the line
|
||||
item for the lot or serial number to reveal that specific number's :guilabel:`Lot` or
|
||||
:guilabel:`Serial Number` form. From this form, click the :guilabel:`Location` and
|
||||
:guilabel:`Traceability` smart buttons to see all stock on-hand using that serial number. Any
|
||||
operations made using that lot or serial number can be found here, as well.
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
product_tracking/type
|
||||
product_tracking/differences
|
||||
product_tracking/create_sn
|
||||
product_tracking/serial_numbers
|
||||
product_tracking/create_sn
|
||||
product_tracking/lots
|
||||
product_tracking/reassign
|
||||
product_tracking/expiration_dates
|
||||
product_tracking/package
|
||||
product_tracking/packaging
|
||||
|
||||
|
@ -1,98 +0,0 @@
|
||||
==========================================
|
||||
Difference between lots and serial numbers
|
||||
==========================================
|
||||
|
||||
*Lots* and *serial numbers* are the two ways to identify and track products in Odoo. While there are
|
||||
similarities between the two traceability methods, there are also notable differences that affect
|
||||
receipts, deliveries, and inventory reports.
|
||||
|
||||
A *lot* usually indicates a specific batch of an item that was received, is currently stored, or was
|
||||
shipped from a warehouse. However, it can also pertain to a batch of products manufactured in-house,
|
||||
as well.
|
||||
|
||||
A *serial number* is a unique identifier assigned incrementally (or sequentially) to an item or
|
||||
product, used to distinguish it from other items or products.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`lots`
|
||||
- :doc:`serial_numbers`
|
||||
|
||||
Enable lots & serial numbers
|
||||
============================
|
||||
|
||||
To track products using lots and serial numbers, the *Lots & Serial Numbers* feature must be
|
||||
enabled.
|
||||
|
||||
To do that, go to the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to
|
||||
the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`.
|
||||
Then, click the :guilabel:`Save` button to save changes.
|
||||
|
||||
.. image:: differences/differences-enabled-setting.png
|
||||
:align: center
|
||||
:alt: Enabled lots and serial numbers feature in inventory settings.
|
||||
|
||||
When to use lots
|
||||
================
|
||||
|
||||
Lots are useful for products that are manufactured or received in large quantities, such as clothes
|
||||
or food. Lots and can be used to trace a product back to a group, which is especially useful when
|
||||
managing product recalls or expiration dates.
|
||||
|
||||
.. example::
|
||||
.. image:: differences/differences-lot.png
|
||||
:align: center
|
||||
:alt: Created lot with quantity of products in it.
|
||||
|
||||
Manufacturers assign lot numbers to groups of products that have common properties; this can lead to
|
||||
multiple goods sharing the same lot number. This helps identify a number of products in a single
|
||||
group, and allows for end-to-end traceability of these products through each step in their life
|
||||
cycles.
|
||||
|
||||
When to use serial numbers
|
||||
==========================
|
||||
|
||||
The goal of assigning serial numbers to individual products is to make sure every item's history is
|
||||
identifiable when it travels through the supply chain. This can be especially useful for
|
||||
manufacturers that provide after-sales services related to products they sell and deliver.
|
||||
|
||||
.. example::
|
||||
.. image:: differences/differences-serial-numbers.png
|
||||
:align: center
|
||||
:alt: List of serial numbers for product.
|
||||
|
||||
Serial numbers can contain many different types of characters: numbers, letters, typographical
|
||||
symbols, or a mixture of all three types.
|
||||
|
||||
Traceability
|
||||
============
|
||||
|
||||
Manufacturers and companies can refer to traceability reports to see the entire life cycle of a
|
||||
product. These reports include vital information, like where it came from (and when), where it was
|
||||
stored, and to whom it was sent.
|
||||
|
||||
To see the full traceability of a product, or group products by lots and/or serial numbers, go to
|
||||
:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the
|
||||
:guilabel:`Lots/Serial Numbers` dashboard.
|
||||
|
||||
From here, products with lots or serial numbers assigned to them are listed by default. They can
|
||||
also be expanded to show what lots or serial numbers have been specifically assigned to them.
|
||||
|
||||
To group by lots or serial numbers, first remove any default filters from the search bar in the
|
||||
upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which
|
||||
reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`,
|
||||
and click :guilabel:`Apply`.
|
||||
|
||||
Doing so reveals all existing lots and serial numbers, and each can be expanded to show all product
|
||||
quantities with that assigned number. For unique serial numbers that are *not* reused, there should
|
||||
*only* be one product per serial number.
|
||||
|
||||
.. image:: differences/differences-tracking.png
|
||||
:align: center
|
||||
:alt: Reporting page with drop-down lists of lots and serial numbers.
|
||||
|
||||
.. tip::
|
||||
For additional information regarding an individual lot number or serial number, click the line
|
||||
item for the lot or serial number to reveal that specific number's :guilabel:`Lot` or
|
||||
:guilabel:`Serial Number` form. From this form, click the :guilabel:`Location` and
|
||||
:guilabel:`Traceability` smart buttons to see all stock on-hand using that serial number. Any
|
||||
operations made using that lot or serial number can be found here, as well.
|
@ -223,7 +223,7 @@ alerts will be created.
|
||||
Removal strategies can also be set on :guilabel:`Product Categories`.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../warehouses_storage/removal_strategies`
|
||||
:doc:`../../shipping_receiving/removal_strategies`
|
||||
|
||||
View expiration dates for lots & serial numbers
|
||||
===============================================
|
||||
|
@ -186,7 +186,7 @@ should be taken from multiple lots, change the :guilabel:`Quantity` directly.
|
||||
on-hand quantity is enough to fulfill the order.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../warehouses_storage/removal_strategies`
|
||||
:doc:`../../shipping_receiving/removal_strategies`
|
||||
|
||||
Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`, and click
|
||||
:guilabel:`Save` to close the pop-up window. Lastly, click the :guilabel:`Validate` button on the
|
||||
@ -377,4 +377,4 @@ smart button.
|
||||
:alt: Show the Traceability Report for a lot, that displays the stock moves.
|
||||
|
||||
.. seealso::
|
||||
:doc:`differences`
|
||||
:doc:`../product_tracking`
|
||||
|
Before Width: | Height: | Size: 51 KiB After Width: | Height: | Size: 51 KiB |
Before Width: | Height: | Size: 54 KiB After Width: | Height: | Size: 54 KiB |
Before Width: | Height: | Size: 60 KiB After Width: | Height: | Size: 60 KiB |
Before Width: | Height: | Size: 47 KiB After Width: | Height: | Size: 47 KiB |
@ -290,4 +290,4 @@ just one product per serial number.
|
||||
number.
|
||||
|
||||
.. seealso::
|
||||
:doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/differences`
|
||||
:doc:`../product_tracking`
|
||||
|
@ -7,7 +7,9 @@ Shipping and receiving
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
shipping_receiving/setup_configuration
|
||||
shipping_receiving/daily_operations
|
||||
shipping_receiving/setup_configuration
|
||||
shipping_receiving/reservation_methods
|
||||
shipping_receiving/picking_methods
|
||||
shipping_receiving/removal_strategies
|
||||
shipping_receiving/advanced_operations_shipping
|
||||
|
@ -7,10 +7,8 @@ Advanced operations
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
advanced_operations_shipping/scheduled_dates
|
||||
advanced_operations_shipping/invoicing
|
||||
advanced_operations_shipping/multipack
|
||||
advanced_operations_shipping/label_type
|
||||
advanced_operations_shipping/print_on_validation
|
||||
advanced_operations_shipping/dropshipping
|
||||
advanced_operations_shipping/cancel
|
||||
|
@ -291,9 +291,9 @@ and tick the :guilabel:`Package Contents` checkbox.
|
||||
|
||||
.. important::
|
||||
If the option is not available, enable the :doc:`Packages
|
||||
<../../product_management/product_tracking/package>` feature, by going to
|
||||
:menuselection:`Inventory app --> Configuration --> Settings`, ticking the :guilabel:`Packages`
|
||||
checkbox, and clicking :guilabel:`Save`.
|
||||
<../../product_management/configure/package>` feature, by going to :menuselection:`Inventory app
|
||||
--> Configuration --> Settings`, ticking the :guilabel:`Packages` checkbox, and clicking
|
||||
:guilabel:`Save`.
|
||||
|
||||
After enabling the feature in the :guilabel:`Hardware` tab, validating the operation prints a PDF of
|
||||
the package contents.
|
||||
@ -316,7 +316,7 @@ clicking the *Put in Pack* button.
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Put in Pack` button is available **only** when the :doc:`Packages
|
||||
<../../product_management/product_tracking/package>` feature is enabled in
|
||||
<../../product_management/configure/package>` feature is enabled in
|
||||
:menuselection:`Inventory app --> Configuration --> Settings`.
|
||||
|
||||
After it is enabled, the :guilabel:`Put in Pack` button is available on all inventory operations
|
||||
|
@ -1,14 +1,103 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
|
||||
================
|
||||
Daily operations
|
||||
================
|
||||
==========================
|
||||
Inbound and outbound flows
|
||||
==========================
|
||||
|
||||
There are several ways to handle how a warehouse receives products (receipts) and ships products
|
||||
(deliveries). Depending on several factors, such as the type of products stocked and sold, warehouse
|
||||
size, and the amount of daily confirmed receipts and delivery orders, the way products are handled
|
||||
when coming in and out of the warehouse can vary a lot. Different settings can be configured for
|
||||
receipts and deliveries; they do not have to be configured to have the same number of steps.
|
||||
|
||||
.. seealso::
|
||||
- `Using Routes (eLearning Tutorial) <https://www.odoo.com/slides/slide/using-routes-1018>`_
|
||||
- `Push & Pull Rules (eLearning Tutorial)
|
||||
<https://www.odoo.com/slides/slide/push-pull-rules-1024>`_
|
||||
|
||||
Choosing the right inventory flow to handle receipts and deliveries
|
||||
===================================================================
|
||||
|
||||
By default, Odoo handles shipping and receiving in three different ways: in one, two, or three
|
||||
steps. The simplest configuration is one step, which is the default. Each additional step required
|
||||
for a warehouse for either the receiving or shipping process will add an additional layer of
|
||||
operations to perform before a product is either received or shipped. These configurations depend
|
||||
entirely on the requirements for the products stored, such as performing quality checks on received
|
||||
products, or using special packaging on shipped products.
|
||||
|
||||
One-step flow
|
||||
-------------
|
||||
|
||||
The receiving and shipping rules for a one-step configuration are as follows:
|
||||
|
||||
- **Receipt**: Receive products directly into stock. No intermediate steps between receipt and stock
|
||||
occur, such as a transfer to a quality control location.
|
||||
- **Shipping**: Ship products directly from stock. No intermediate steps between stock and shipping
|
||||
occur, such as a transfer to a packing location.
|
||||
- Can only be used if not using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First
|
||||
Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategies.
|
||||
- Receipts and/or deliveries are handled quickly.
|
||||
- Recommended for small warehouses with low stock levels, and for non-perishable items.
|
||||
- Items are received or shipped directly into/from stock.
|
||||
|
||||
.. seealso::
|
||||
:doc:`daily_operations/receipts_delivery_one_step`
|
||||
|
||||
Two-step flow
|
||||
-------------
|
||||
|
||||
The receiving and shipping rules for a two-step configuration are as follows:
|
||||
|
||||
- **Input + stock**: Bring products to an input location *before* moving into stock. Products can be
|
||||
organized by different internal storage locations, such as various shelves, freezers, and locked
|
||||
areas, before being stocked in the warehouse.
|
||||
- **Pick + ship**: Bring products to an output location before shipping. Packages can be organized
|
||||
by different carriers or shipping docks before being shipped.
|
||||
- Minimum requirement to use lot numbers or serial numbers to track products with a
|
||||
:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)` or
|
||||
:abbr:`FEFO (First Expired, First Out)` removal strategy.
|
||||
- Recommended for larger warehouses with high stock levels, or when stocking large items (such as
|
||||
mattresses, large furniture, heavy machinery, etc.).
|
||||
- Products received will not be available for manufacturing, shipping, etc., until they are
|
||||
transferred into stock.
|
||||
|
||||
.. seealso::
|
||||
:doc:`daily_operations/receipts_delivery_two_steps`
|
||||
|
||||
Three-step flow
|
||||
---------------
|
||||
|
||||
The receiving and shipping rules for a three-step configuration are as follows:
|
||||
|
||||
- **Input + quality + stock**: Receive products at the input location, transfer them to a quality
|
||||
control area, and move the ones that pass inspection into stock.
|
||||
- **Pick + pack + ship**: Pick products according to their removal strategy, pack them in a
|
||||
dedicated packing area, and bring them to an output location for shipping.
|
||||
- Can be used when tracking products by lot or serial numbers when using a :abbr:`FIFO (First In,
|
||||
First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal
|
||||
strategy.
|
||||
- Recommended for very large warehouses with very high stock levels.
|
||||
- Required for any warehouse needing to perform quality control inspections before receiving items
|
||||
into stock.
|
||||
- Products received will not be available for manufacturing, shipping, etc., until they are
|
||||
transferred into stock.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`daily_operations/receipts_three_steps`
|
||||
- :doc:`daily_operations/delivery_three_steps`
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
daily_operations/shipments_deliveries
|
||||
daily_operations/use_routes
|
||||
daily_operations/receipts_delivery_one_step
|
||||
daily_operations/receipts_delivery_two_steps
|
||||
daily_operations/receipts_three_steps
|
||||
daily_operations/delivery_three_steps
|
||||
daily_operations/putaway
|
||||
daily_operations/storage_category
|
||||
daily_operations/cross_dock
|
||||
daily_operations/stock_warehouses
|
||||
daily_operations/owned_stock
|
||||
daily_operations/dropshipping
|
||||
|
Before Width: | Height: | Size: 60 KiB After Width: | Height: | Size: 60 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 7.7 KiB After Width: | Height: | Size: 7.7 KiB |
Before Width: | Height: | Size: 6.1 KiB After Width: | Height: | Size: 6.1 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
@ -1,8 +1,6 @@
|
||||
=================================
|
||||
Process deliveries in three steps
|
||||
=================================
|
||||
|
||||
.. _inventory/delivery_three_steps:
|
||||
===================
|
||||
Three-step delivery
|
||||
===================
|
||||
|
||||
Some companies process large amounts of deliveries every day, many of which include multiple
|
||||
products or require special packaging. To make this efficient, a packing step is needed before
|
||||
@ -17,11 +15,10 @@ business.
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Odoo is configured by default to :ref:`receive and deliver goods in one step
|
||||
<inventory/receipts_delivery_one_step>`, so the settings need to be changed in order to utilize
|
||||
three step deliveries. First, make sure the *Multi-Step Routes* option is enabled in
|
||||
:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
|
||||
:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
|
||||
To change delivery settings from :doc:`one step <receipts_delivery_one_step>` to three steps, make
|
||||
sure the *Multi-Step Routes* option is enabled in :menuselection:`Inventory app --> Configuration
|
||||
--> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes` will also activate
|
||||
*Storage Locations*.
|
||||
|
||||
.. image:: delivery_three_steps/delivery-three-steps-multi-step-routes.png
|
||||
:align: center
|
||||
|
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 40 KiB After Width: | Height: | Size: 40 KiB |
Before Width: | Height: | Size: 40 KiB After Width: | Height: | Size: 40 KiB |
Before Width: | Height: | Size: 23 KiB After Width: | Height: | Size: 23 KiB |
Before Width: | Height: | Size: 45 KiB After Width: | Height: | Size: 45 KiB |
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 8.6 KiB After Width: | Height: | Size: 8.6 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
@ -1,8 +1,6 @@
|
||||
===========================================
|
||||
Process receipts and deliveries in one step
|
||||
===========================================
|
||||
|
||||
.. _inventory/receipts_delivery_one_step:
|
||||
=============================
|
||||
One-step receipt and delivery
|
||||
=============================
|
||||
|
||||
.. |PO| replace:: :abbr:`PO (Purchase Order)`
|
||||
.. |SO| replace:: :abbr:`SO (Sales Order)`
|
||||
@ -146,4 +144,4 @@ product line, the quantity in the :guilabel:`Delivered` column now matches the o
|
||||
:guilabel:`Quantity`.
|
||||
|
||||
.. seealso::
|
||||
:doc:`shipments_deliveries`
|
||||
:doc:`../daily_operations`
|
||||
|
@ -1,8 +1,6 @@
|
||||
============================================
|
||||
Process receipts and deliveries in two steps
|
||||
============================================
|
||||
|
||||
.. _inventory/receipts_delivery_two_steps:
|
||||
=============================
|
||||
Two-step receipt and delivery
|
||||
=============================
|
||||
|
||||
.. |PO| replace:: :abbr:`PO (Purchase Order)`
|
||||
.. |SO| replace:: :abbr:`SO (Sales Order)`
|
||||
@ -226,4 +224,4 @@ Once ready, click :guilabel:`Validate`. Once validated, the delivery order moves
|
||||
:guilabel:`Done` stage.
|
||||
|
||||
.. seealso::
|
||||
:doc:`shipments_deliveries`
|
||||
:doc:`../daily_operations`
|
||||
|
@ -1,8 +1,6 @@
|
||||
===============================
|
||||
Process receipts in three steps
|
||||
===============================
|
||||
|
||||
.. _inventory/receipts_three_steps:
|
||||
==================
|
||||
Three-step receipt
|
||||
==================
|
||||
|
||||
Some companies require a quality control process before receiving goods from suppliers. To
|
||||
accomplish this, Odoo has a three-step process for receiving goods.
|
||||
@ -15,11 +13,11 @@ quality area and into stock.
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Odoo is configured by default to :ref:`receive and deliver goods in one step
|
||||
<inventory/receipts_delivery_one_step>`, so the settings need to be changed in order to utilize
|
||||
three-step receipts. First, make sure the *Multi-Step Routes* option is enabled in
|
||||
:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
|
||||
:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
|
||||
Odoo is configured by default to :doc:`receive and deliver goods in one step
|
||||
<receipts_delivery_one_step>`, so the settings need to be changed in order to utilize three-step
|
||||
receipts. First, make sure the *Multi-Step Routes* option is enabled in :menuselection:`Inventory
|
||||
--> Configuration --> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes`
|
||||
will also activate *Storage Locations*.
|
||||
|
||||
.. image:: receipts_three_steps/receipts-three-steps-multi-step-routes.png
|
||||
:align: center
|
||||
|
@ -1,97 +0,0 @@
|
||||
======================================
|
||||
Incoming shipments and delivery orders
|
||||
======================================
|
||||
|
||||
In Odoo, there are many different ways to process receipts and deliveries for products moving in and
|
||||
out of a warehouse.
|
||||
|
||||
A company's preferred method of receiving, or shipping, products depends on several factors, such as
|
||||
the type of products stocked and sold, the size of the warehouse, the amount of receipts and
|
||||
delivery orders processed daily, and so on.
|
||||
|
||||
Enabling the *Multi-Step Routes* feature in Odoo's *Inventory* app settings allows users to change
|
||||
the manner in which receipts and deliveries are processed in the database.
|
||||
|
||||
.. seealso::
|
||||
- `Using Routes (eLearning Tutorial) <https://www.odoo.com/slides/slide/using-routes-1018>`_
|
||||
- `Push & Pull Rules (eLearning Tutorial)
|
||||
<https://www.odoo.com/slides/slide/push-pull-rules-5789>`_
|
||||
|
||||
The default incoming and outgoing routes in Odoo are set to receive and deliver goods in one step.
|
||||
However, once the *Multi-Step Routes* feature is enabled, the incoming and outgoing routes can be
|
||||
changed to either two steps or three steps.
|
||||
|
||||
.. note::
|
||||
To activate the *Multi-Step Routes* feature, navigate to :menuselection:`Inventory app -->
|
||||
Configuration --> Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to
|
||||
:guilabel:`Multi-Step Routes`, and click :guilabel:`Save`.
|
||||
|
||||
Doing so *also* enables the :guilabel:`Storage Locations` feature, if not already enabled.
|
||||
|
||||
Adding additional steps to receipts and deliveries moving in and out of the warehouse adds
|
||||
additional operations that must be completed *before* a product is finally received or shipped.
|
||||
|
||||
These configurations vary, depending on the needs of the business. They also depend on any
|
||||
requirements for the products stored, including the performance of quality control checks on
|
||||
received products, or the use of special packaging on shipped products.
|
||||
|
||||
One-step flow
|
||||
=============
|
||||
|
||||
The receiving and shipping rules for a one-step configuration are as follows:
|
||||
|
||||
- **Receipt**: receive products directly from vendors into stock. *No* intermediate steps between
|
||||
receipt and input to stock occur.
|
||||
- **Shipping**: ship products directly from warehouse stock to customer. *No* intermediate steps
|
||||
occur before shipping.
|
||||
- Can *only* be used if **not** using First In, First Out (FIFO), Last In, First Out (LIFO), or
|
||||
First Expired, First Out (FEFO) removal strategies.
|
||||
- Items are received or shipped directly into/from stock.
|
||||
- Suited for warehouses that require receipts and/or deliveries to be handled quickly.
|
||||
- Recommended for small warehouses with low stock levels, and for non-perishable items.
|
||||
|
||||
.. seealso::
|
||||
:doc:`receipts_delivery_one_step`
|
||||
|
||||
Two-step flow
|
||||
=============
|
||||
|
||||
The receiving and shipping rules for a two-step configuration are as follows:
|
||||
|
||||
- **Input + stock**: bring products to an input location *before* moving into stock. Products can be
|
||||
organized by different internal storage locations, such as various shelves, freezers, and locked
|
||||
areas, before being stocked in the warehouse.
|
||||
- **Pick + ship**: bring products to an output location before shipping. Packages can be organized
|
||||
by different carriers, or moved to shipping docks before being shipped.
|
||||
- Minimum requirement to use lot numbers, or serial numbers, to track products with a :abbr:`FIFO
|
||||
(First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First
|
||||
Out)` removal strategy.
|
||||
- Products received will not be available for manufacturing, shipping, etc., until they are
|
||||
transferred into warehouse stock.
|
||||
- Recommended for larger warehouses with high stock levels, or when stocking large items (e.g.,
|
||||
mattresses, large furniture, heavy machinery, etc.).
|
||||
|
||||
.. seealso::
|
||||
:doc:`receipts_delivery_two_steps`
|
||||
|
||||
Three-step flow
|
||||
===============
|
||||
|
||||
The receiving and shipping rules for a three-step configuration are as follows:
|
||||
|
||||
- **Input + quality + stock**: receive products at the input location, transfer them to a quality
|
||||
control area, and move the ones that pass inspection into stock.
|
||||
- **Pick + pack + ship**: pick products according to their removal strategy, pack them in a
|
||||
dedicated packing area, and bring them to an output location for shipping.
|
||||
- Can be used when tracking products by lot or serial numbers when using :abbr:`FIFO (First In,
|
||||
First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal
|
||||
strategy.
|
||||
- Products received will not be available for manufacturing, shipping, etc., until they are
|
||||
transferred into stock.
|
||||
- Required for any warehouse needing to perform quality control inspections before receiving items
|
||||
into stock.
|
||||
- Recommended for very large warehouses with very high stock levels.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`receipts_three_steps`
|
||||
- :doc:`delivery_three_steps`
|
@ -73,9 +73,9 @@ steps below to finish configuring the virtual parent warehouse.
|
||||
:alt: New warehouse form.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Warehouse configurations <../inventory_management/warehouses>`
|
||||
- :doc:`Warehouse configurations <../../warehouses_storage/inventory_management/warehouses>`
|
||||
- :ref:`Incoming and outgoing shipments <inventory/receipts_delivery_one_step/wh>`
|
||||
- :doc:`Resupply from another warehouse <../inventory_management/resupply_warehouses>`
|
||||
- :doc:`../../warehouses_storage/replenishment/resupply_warehouses`
|
||||
|
||||
.. _inventory/routes/child-wh:
|
||||
|
Before Width: | Height: | Size: 8.5 KiB After Width: | Height: | Size: 8.5 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 6.8 KiB After Width: | Height: | Size: 6.8 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |