[ADD] inventory: New doc about sending automated sms at delivery

This commit is contained in:
lau-odoo 2019-10-16 13:35:12 +02:00
parent 3054d765f0
commit 2eb6359e98
12 changed files with 44 additions and 105 deletions

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@ -9,5 +9,4 @@ Miscellaneous Operations
misc/scrap
misc/owned_stock
misc/email_delivery
misc/schedulers
misc/immediate_planned_transfers
misc/sms_delivery

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Immediate & Planned Transfers
=============================
In Odoo, you can create two types of transfers: immediate or planned
transfers.
Immediate Transfers
-------------------
When you create a transfer manually, it is by default an immediate
transfer.
In the case of an immediate transfer, you directly encode the products
and quantities you are processing, there is no reservation that applies.
This is why the column "Initial Demand" is not editable. You only fill
in the column "Done" for the quantities.
This is for example used when you are transferring goods from a location
A to a location B and that this is not planned (you are processing the
transfer right now).
Planned Transfers
-----------------
When a transfer is generated automatically (from a sales order or
purchase order for example), it is a planned transfer. This means that
there is an initial demand and that reservation applies on this initial
demand.
If you want to create a planned transfer manually, you can do it from
the inventory dashboard.
.. image:: media/immediate_planned_transfers01.png
:align: center
In that case, you will have to enter the initial demand first (how many
units are you supposed to proceed), then to mark your transfer as to do.
Once this is done, you will be able to reserve the products and to
process the transfer.

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====================================
How to configure and run schedulers?
====================================
What is a scheduler
===================
The scheduler is the calculation engine which plans and prioritises
production and purchasing automatically according to the rules defined
on products. By default, the scheduler is set to run once a day (Odoo
automatically creates a **Scheduled Action** for this).
Calculating Requirements / Scheduling
-------------------------------------
Scheduling only validates procurements that are confirmed but not yet
started. These procurement reservations will themselves start
production, tasks or purchases depending on the configuration of the
requested product.
You take into account the priority of operations when starting
reservations and procurements. Urgent requests, those with a date in the
past, or requests with a date earlier than the others will be started
first. In case there are not enough products in stock to satisfy all the
requests, you can be sure that the most urgent requests will be produced
first.
Configure and run the scheduler
===============================
Run the scheduler manually
--------------------------
This feature is not visible by default. You have to enable **debug mode** to
see this. To enable debug mode, go to :menuselection:`Help --> About` and click on
**Activate the developer mode**.
You can also start the scheduler manually from the menu
:menuselection:`Inventory --> Schedulers --> Run Schedulers`. The scheduler
uses all the relevant parameters defined for products, suppliers
and the company to determine the priorities between the different
production orders, deliveries and supplier purchases.
.. image:: media/schedulers02.png
:align: center
Configure and run the scheduler (only for advanced users)
---------------------------------------------------------
This feature is not visible by default. You have to enable **debug mode** to
see this. To enable debug mode, go to :menuselection:`Help -> About` and click on
**Activate the developer mode**.
You can set the starting time of the scheduler by modifying the
corresponding action in the menu
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
Modify the Run mrp Scheduler configuration.
.. image:: media/schedulers01.png
:align: center
.. seealso::
* :doc:`../delivery/scheduled_dates`

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==============================
Send Automated SMS at Delivery
==============================
Configuration
=============
To send automated SMS, you need to activate the *SMS Confirmation*
feature. To do so, go to the *Inventory* app *Settings* and enable
the feature. In multi-company, this feature is company-specific.
.. image:: media/sms_delivery_01.png
:align: center
Of course, an SMS template already exists by default in Odoo. You can
modify it by clicking on the arrow on the right.
.. image:: media/sms_delivery_02.png
:align: center
Send SMS at delivery validation
===============================
To use this feature, try to *Create* a delivery order for a specific
partner and add some products to it. Then, *Validate* the delivery.
.. image:: media/sms_delivery_03.png
:align: center
Now, the automated SMS that has been sent appears in the chatter.
.. image:: media/sms_delivery_04.png
:align: center
.. note::
The partner which is set on the transfer needs to have a phone number
specified in its contact form for the SMS to be sent.
If you work with a shipping method, and then have a tracking link, it
will be included in the SMS template.
.. image:: media/sms_delivery_05.png
:align: center