[ADD] inventory: New doc about sending automated sms at delivery
@ -9,5 +9,4 @@ Miscellaneous Operations
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misc/scrap
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misc/scrap
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misc/owned_stock
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misc/owned_stock
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misc/email_delivery
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misc/email_delivery
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misc/schedulers
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misc/sms_delivery
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misc/immediate_planned_transfers
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Immediate & Planned Transfers
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=============================
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In Odoo, you can create two types of transfers: immediate or planned
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transfers.
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Immediate Transfers
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-------------------
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When you create a transfer manually, it is by default an immediate
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transfer.
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In the case of an immediate transfer, you directly encode the products
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and quantities you are processing, there is no reservation that applies.
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This is why the column "Initial Demand" is not editable. You only fill
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in the column "Done" for the quantities.
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This is for example used when you are transferring goods from a location
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A to a location B and that this is not planned (you are processing the
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transfer right now).
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Planned Transfers
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-----------------
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When a transfer is generated automatically (from a sales order or
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purchase order for example), it is a planned transfer. This means that
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there is an initial demand and that reservation applies on this initial
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demand.
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If you want to create a planned transfer manually, you can do it from
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the inventory dashboard.
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.. image:: media/immediate_planned_transfers01.png
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:align: center
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In that case, you will have to enter the initial demand first (how many
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units are you supposed to proceed), then to mark your transfer as to do.
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Once this is done, you will be able to reserve the products and to
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process the transfer.
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inventory/management/misc/media/sms_delivery_01.png
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inventory/management/misc/media/sms_delivery_04.png
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inventory/management/misc/media/sms_delivery_05.png
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@ -1,63 +0,0 @@
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====================================
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How to configure and run schedulers?
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====================================
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What is a scheduler
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===================
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The scheduler is the calculation engine which plans and prioritises
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production and purchasing automatically according to the rules defined
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on products. By default, the scheduler is set to run once a day (Odoo
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automatically creates a **Scheduled Action** for this).
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Calculating Requirements / Scheduling
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-------------------------------------
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Scheduling only validates procurements that are confirmed but not yet
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started. These procurement reservations will themselves start
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production, tasks or purchases depending on the configuration of the
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requested product.
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You take into account the priority of operations when starting
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reservations and procurements. Urgent requests, those with a date in the
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past, or requests with a date earlier than the others will be started
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first. In case there are not enough products in stock to satisfy all the
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requests, you can be sure that the most urgent requests will be produced
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first.
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Configure and run the scheduler
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===============================
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Run the scheduler manually
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--------------------------
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This feature is not visible by default. You have to enable **debug mode** to
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see this. To enable debug mode, go to :menuselection:`Help --> About` and click on
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**Activate the developer mode**.
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You can also start the scheduler manually from the menu
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:menuselection:`Inventory --> Schedulers --> Run Schedulers`. The scheduler
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uses all the relevant parameters defined for products, suppliers
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and the company to determine the priorities between the different
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production orders, deliveries and supplier purchases.
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.. image:: media/schedulers02.png
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:align: center
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Configure and run the scheduler (only for advanced users)
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---------------------------------------------------------
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This feature is not visible by default. You have to enable **debug mode** to
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see this. To enable debug mode, go to :menuselection:`Help -> About` and click on
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**Activate the developer mode**.
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You can set the starting time of the scheduler by modifying the
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corresponding action in the menu
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:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
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Modify the Run mrp Scheduler configuration.
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.. image:: media/schedulers01.png
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:align: center
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.. seealso::
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* :doc:`../delivery/scheduled_dates`
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43
inventory/management/misc/sms_delivery.rst
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@ -0,0 +1,43 @@
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==============================
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Send Automated SMS at Delivery
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==============================
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Configuration
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=============
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To send automated SMS, you need to activate the *SMS Confirmation*
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feature. To do so, go to the *Inventory* app *Settings* and enable
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the feature. In multi-company, this feature is company-specific.
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.. image:: media/sms_delivery_01.png
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:align: center
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Of course, an SMS template already exists by default in Odoo. You can
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modify it by clicking on the arrow on the right.
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.. image:: media/sms_delivery_02.png
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:align: center
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Send SMS at delivery validation
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===============================
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To use this feature, try to *Create* a delivery order for a specific
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partner and add some products to it. Then, *Validate* the delivery.
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.. image:: media/sms_delivery_03.png
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:align: center
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Now, the automated SMS that has been sent appears in the chatter.
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.. image:: media/sms_delivery_04.png
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:align: center
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.. note::
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The partner which is set on the transfer needs to have a phone number
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specified in its contact form for the SMS to be sent.
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If you work with a shipping method, and then have a tracking link, it
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will be included in the SMS template.
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.. image:: media/sms_delivery_05.png
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:align: center
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