[REF] inventory: restructure shipping section

closes odoo/documentation#10698

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>
This commit is contained in:
Felicious 2024-07-25 21:00:38 +00:00
parent e0a197a088
commit 2399290177
271 changed files with 654 additions and 645 deletions

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@ -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

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@ -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.

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@ -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

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@ -7,5 +7,5 @@ Product management
.. toctree::
:titlesonly:
product_management/product_replenishment
product_management/configure
product_management/product_tracking

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@ -0,0 +1,14 @@
:nosearch:
=================
Configure product
=================
.. toctree::
:titlesonly:
configure/type
configure/uom
configure/package
configure/packaging

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@ -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
=============

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@ -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

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@ -1,13 +0,0 @@
:nosearch:
=====================
Product replenishment
=====================
.. toctree::
:titlesonly:
product_replenishment/strategies
product_replenishment/mto
product_replenishment/reordering_rules
product_replenishment/uom

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@ -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

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@ -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.

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@ -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
===============================================

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@ -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`

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@ -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`

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@ -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

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@ -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

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@ -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

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@ -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

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@ -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

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@ -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`

View File

@ -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`

View File

@ -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

View File

@ -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`

View File

@ -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:

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