[ADD] inventory: From procurement to delivery

https://docs.google.com/document/d/1V6kRPZde_-W3wQ86oCmxNWnGu83SbuuppKtCC9H1kSo/edit?usp=sharing
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Yannick Tivisse 2015-11-13 14:09:17 +01:00
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====================================
From sales orders to delivery orders
====================================
============================
From procurement to delivery
============================
Overview
========
Inventory is the heart of your business. It can be really complicated,
but with Odoo, doing a receipt or a delivery has never been easier. We
will show you in this document how easy to do a full process, from the
receipt to the delivery.
Odoo inventory is fully integrated with other applications, such as
**Purchase**, **Sales** or **Inventory**. But is not limited to those processes, it
is also fully integrated with our **e-Commerce**, **Manufacturing** and **Repairs**
applications.
How to process a receipt ?
==========================
Install Purchase application
----------------------------
First, you will need to install the **Purchase Management** application. Go
to :menuselection:`Apps` and install it.
.. image:: media/sale_to_delivery01.png
:align: center
Make a purchase order
---------------------
Go to the **Purchases** applications. The first screen is the **Request for
Quotation** list. Click on the **Create** button.
Fill in the **Vendor** information and click on **Add an Item** to add some
products to your request for quotation.
.. image:: media/sale_to_delivery02.png
:align: center
Click on **Confirm order** when you are sure about the products, prices
and quantity.
Retrieve the Receipt
--------------------
You can retrieve the receipt order in 2 ways:
From the purchase order
~~~~~~~~~~~~~~~~~~~~~~~~
On the top right of your purchase order, you will see a button with the
related **Receipt**:
.. image:: media/sale_to_delivery03.png
:align: center
Click on it to see the **Transfer order**.
From the Inventory Dashboard
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When opening the **Inventory** application, click on **# to receive** to see
the list of your receipts to process.
.. image:: media/sale_to_delivery04.png
:align: center
In the list, click on the one related to the purchase order:
.. image:: media/sale_to_delivery05.png
:align: center
Process the Receipt
-------------------
.. image:: media/sale_to_delivery06.png
:align: center
To process the stock transfer. Simply click on **Validate** to complete
the transfer. A message will appear asking if you want to process the
whole order, accept it by clicking on **Apply**.
.. note::
Procurements can be automated. Please read our document
:doc:`../../management/adjustment/min_stock_rule_vs_mto`
for more information.
How to process a delivery order ?
=================================
Install Sales application
-------------------------
First, you will need to install the **Sales Management** application. Go to
:menuselection:`Apps` and install it.
.. image:: media/sale_to_delivery07.png
:align: center
Place a sale order
------------------
Go to the **Sales** applications. Click on the **Quotations** button of your
team.
.. image:: media/sale_to_delivery08.png
:align: center
You will get the list of all your quotations. Click on the **Create**
button.
Fill in the **Customer informations** and click on **Add an Item** to add
some products to your quotation.
.. image:: media/sale_to_delivery09.png
:align: center
Click on **Confirm sale** to place the order.
Retrieve the Delivery order
---------------------------
You can retrieve the delivery order in 2 ways:
From the sale order
~~~~~~~~~~~~~~~~~~~~
On the top right of your sale order, you will see a button with the
related **Delivery**:
.. image:: media/sale_to_delivery10.png
:align: center
Click on it to see the **Transfer order**.
From the Inventory Dashboard
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When opening the **Inventory** application, click on **# to do** to see the
list of your receipts to process.
.. image:: media/sale_to_delivery11.png
:align: center
In the list, click on the one related to the sale order:
.. image:: media/sale_to_delivery12.png
:align: center
.. note::
If the product is not in stock, the sale order will be listed as
**Waiting** on your dashboard.
Process the delivery
--------------------
.. image:: media/sale_to_delivery12.png
:align: center
To process the stock transfer. Simply click on **Vaidate** to complete
the transfer. A message will appear asking if you want to process the
whole order, accept it by clicking on **Apply**.
.. note::
E-Commerce orders are processed the same way.
.. tip::
You can easily integrate your delivery orders with different
delivery methods. Please read the document
:doc:`../../shipping/setup/delivery_method`.
Advanced flows
===============
In this document, the flows that are explained are the most simple ones.
Odoo also suit for companies having advanced warehouse management.
- By default, only **receipts** and **deliveries** are configured but you can
activate the use of multi-locations and multi-warehouses to do
**internal transfers**.
- **Routes**: you can automate flows with push and pull rules
- **Multi-step** receipts and deliveries can be easily configured for each
warehouse
- Much more: **Barcode scanning**, **serial numbers**, **lots**, **cross-docking**,
**dropshipping**, integration with a **third-party** shipper, **putaway** and
**removal** strategies.... All of it is possible with Odoo.