[IMP] inventory: V13 changes for the "delivery orders in one step" doc
[IMP] inventory: V13 changes for the "delivery orders in one step" doc
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@ -1,67 +1,57 @@
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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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=======================================
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Process a Receipt in one step (Receipt)
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=======================================
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Overview
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========
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There is no configuration needed to receive in one step. The default
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incoming shipments are configured to be directly received from the
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vendors to the stock.
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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 to utilize a one-step operation: once all goods are
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available, they are able to be shipped in a single delivery order.
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However, if advanced routes have been activated and you set another
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incoming configuration on your warehouse, you can set it back to the
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one-step receipt configuration. To do so, go to *Configuration >
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Warehouses* and edit the warehouse in question.
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Configuration
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=============
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Set the *Incoming Shipments* option to *Receive goods directly (1
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step)*.
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There is no configuration needed. The default outgoing shipments are
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configured to be directly delivered from the stock.
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.. image:: media/one_step_01.png
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:align: center
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However, if **advance routes** is activated and you set another shipping
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configuration on your warehouse, you can set it back to the one-step
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delivery configuration. Go to :menuselection:`Configuration --> Warehouses`
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and edit the concerned warehouse.
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Create a Purchase Order
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=======================
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Set the outgoing shippings the option to **Ship directly from stock
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(Ship Only)**
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To create a *Request for Quotation*, go to the *Purchase*
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application and click on *Create*. Then, add some storable products to
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receive and confirm the *RfQ*.
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.. image:: media/one_step01.png
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:align: center
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Notice that, now, we see 1 receipt associated with the purchase order
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you just created. If you click on the button, you will see your receipt
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order.
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Create a Sales Order
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====================
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.. image:: media/one_step_02.png
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:align: center
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Create a sales order (From quotation to sales order) with some products
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to deliver.
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Process a Receipt
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=================
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Notice that we now see ``1`` delivery associated with this sales order
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in the **stat button** above the sales order.
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You can also fin the receipt directly from the *Inventory* app. When
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on the dashboard, you can click the *1 TO PROCESS* button under the
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*Receipts* Kanban card. Then, you will see your receipt.
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.. image:: media/one_step03.png
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:align: center
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.. image:: media/one_step_03.png
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:align: center
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If you click on the **1 Delivery** stat button, you should now see your
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picking.
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Now, enter the picking that you want to process. You will be able to
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click on *Validate* to complete the move directly as products coming
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from suppliers are considered as being always available.
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Process a Delivery
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==================
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.. image:: media/one_step_04.png
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:align: center
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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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Once you *Validate* the receipt, the products leave the *Supplier
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Location* to enter your *WH/Stock Location*. You can easily see that
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the receipt took place thanks to the status of the document, which is
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now *Done*.
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.. image:: media/one_step02.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**.
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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, which means the
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product has been shipped to the customer.
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.. todo::
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Ajouter un lien vers ces pages quand elles existeront
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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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.. image:: media/one_step_05.png
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:align: center
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