[IMP] inventory: update batch picking screenshots

closes odoo/documentation#5989

X-original-commit: 9b0f902c4e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst

@@ -28,6 +28,8 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes.
    :align: center
    :alt: Enabled lots and serial numbers setting.
 
+.. _inventory/serial_numbers/configure:
+
 Configure serial number tracking on products
 ============================================
 

content/applications/inventory_and_mrp/inventory/management/misc/batch_transfers.rst

@@ -1,124 +1,235 @@
-=======================
-Process Batch Transfers
-=======================
+=============
+Batch picking
+=============
 
-Batch picking allows a single picker to handle a batch of orders,
-reducing the number of times he must visit the same location. In Odoo,
-it means you can regroup several transfers into the same batch
-transfer, then process it, either via the barcode application or in the form view.
+*Batch picking* enables a single picker to handle multiple orders at once, reducing the time needed
+to navigate to the same location in a warehouse.
 
-Create a Batch Transfer
-=======================
+When picking in batches, orders are grouped and consolidated into a picking list. After the picking,
+the batch is taken to an output location, where the products are sorted into their respective
+delivery packages.
 
-To activate the batch picking option, go to :menuselection:`Inventory
---> Configuration --> Configuration` and enable *Batch Pickings*.
+.. seealso::
+   :ref:`Use Barcode app for pickings <inventory/management/barcode_picking>`
 
-.. image:: batch_transfers/batch_transfers_01.png
-    :align: center
-    :alt: View of the inventory settings. Process to enable the batch pickings option in the Odoo Inventory app
+Since orders *must* be sorted at the output location after being picked, this picking method suits
+businesses with a few products that are ordered often. Storing high-demand items in easily
+accessible locations can increase the number of orders that are fulfilled efficiently.
 
-Then, go to :menuselection:`Inventory --> Operations --> Batch
-Transfers` and hit the create button.
+Configuration
+=============
 
-.. image:: batch_transfers/batch_transfers_02.png
-    :align: center
-    :alt: View of the new menu, Batch Transfers, under operations
+To activate the batch picking option, begin by going to :menuselection:`Inventory app -->
+Configuration --> Settings`. Under the :guilabel:`Operations` section, check the :guilabel:`Batch
+Transfers` box.
 
-Now, determine the batch transfer responsible and the type of transfers
-you want to include in the batch. To add the types of transfers, click on *Add a line*.
+.. image:: batch_transfers/batch-transfer-checkbox.png
+   :align: center
+   :alt: Enable the *Batch Transfers* in Inventory > Configuration > Settings.
 
-.. image:: batch_transfers/batch_transfers_03.png
-    :align: center
-    :alt: View of a Batch Transfers form
+Since batch picking is a method to optimize the *pick* operation in Odoo, the :guilabel:`Storage
+Locations` and :guilabel:`Multi-Step Routes` options under the :guilabel:`Warehouse` heading must
+also be checked on this settings page. When finished, click :guilabel:`Save`.
 
-In the example below, a filter was applied to only see the transfers that are in the *Pick* step.
-After that, the different transfers that needed to be included in the batch transfer were selected.
+.. image:: batch_transfers/locations-routes-checkbox.png
+   :align: center
+   :alt: Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings.
 
-.. image:: batch_transfers/batch_transfers_04.png
-    :align: center
-    :alt: View of the list of transfers to choose for a single batch transfer and how to add them
-          to the batch transfer
+Lastly, enable the warehouse picking feature, by navigating to the warehouse settings page, which is
+accessible from :menuselection:`Inventory app --> Configuration --> Warehouses`.
 
-To see the products to pick for the different transfers, click on
-*Select*. If *Multi-locations* has been activated, the document also shows the locations they have
-been reserved from.
+From here, select the desired warehouse from the list. Then, from the radio options available for
+:guilabel:`Outgoing Shipments`, select either the :guilabel:`Send goods in output and then deliver
+(2 steps)` or :guilabel:`Pack goods, send goods in output and then deliver (3 steps)`.
 
-.. image:: batch_transfers/batch_transfers_05.png
-    :align: center
-    :alt: View of a batch transfer list. Products to pick with their source and target locations
+.. seealso::
+   - :ref:`Delivery in two steps <inventory/receipts_delivery_two_steps>`
+   - :ref:`Delivery in three steps <inventory/delivery_three_steps>`
 
-Create a Batch Transfer from the Transfers List View
-====================================================
+.. image:: batch_transfers/set-2-or-3-step-shipment.png
+   :align: center
+   :alt: Set up 2-step or 3-step outgoing shipments.
 
-From the *Transfers List View*, select transfers that should be
-included in the Batch. Then, select *Add to batch* from the *Action*
-list.
+Create batch transfers
+======================
 
-.. image:: batch_transfers/batch_transfers_06.png
-    :align: center
-    :alt: View of the process to add transfers to a batch transfer from the transfers list view
+Manually create batch transfers directly from the :menuselection:`Inventory app --> Operations -->
+Batch Transfers` page. Click the :guilabel:`New` button to begin creating a batch transfer.
 
-Next, determine if you want to add the transfers to an existing draft
-batch transfer or create a new one.
+On the batch transfer form, fill the following fields out accordingly:
 
-.. image:: batch_transfers/batch_transfers_07.png
-    :align: center
-    :alt: Option to add a responsible to a batch transfer so it can be confirmed
+- :guilabel:`Responsible`: employee assigned to the picking. Leave this field blank if *any* worker
+  can fulfill this picking.
+- :guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the
+  picking is categorized.
+- :guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should
+  complete the transfer to the output location.
 
-Process a Batch Transfer
-========================
+Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to open the :guilabel:`Add:
+Transfers` window.
 
-While gathering the products, you can edit the batch transfer and update
-the *Quantity done* for each product. Once everything has been picked, select
-*Validate* so the different transfers contained in the batch are validated
-too.
+If the :guilabel:`Operation Type` field was filled, the list will filter transfer records matching
+the selected :guilabel:`Operation Type`.
 
-.. image:: batch_transfers/batch_transfers_08.png
-    :align: center
-    :alt: View of an in progress batch transfer
+Click the :guilabel:`New` button to create a new transfer.
 
-In case all the products cannot be picked, you can create backorders for each individual transfer
-which couldn’t be completely processed.
+Once the transfer records are selected, click :guilabel:`Confirm` to confirm the batch picking.
 
-.. image:: batch_transfers/batch_transfers_09.png
-    :align: center
-    :alt: How to handle batch transfers with unavailable products. Creation of a backorder inside
-          of a batch transfer
+.. example::
+   A new batch transfer assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick`
+   :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` is set to `August 11`.
 
-.. image:: batch_transfers/batch_transfers_10.png
-    :align: center
-    :alt: View of how backorders are handled in Odoo's batch transfers
+   .. image:: batch_transfers/batch-transfer-form.png
+      :align: center
+      :alt: View of *Batch Transfers* form.
 
-Process a Batch Transfer from the Barcode app
-=============================================
+   Clicking the :guilabel:`Add a line` button opens the :guilabel:`Add:Transfers` window,
+   displaying only pickings. This is because the :guilabel:`Operation Type` was set to `Pick` on the
+   batch transfer form.
 
-Enter the *Barcode* application, select the *Batch Transfers* menu.
+   Click the checkbox to the left of the transfers, `WH/PICK/00001` and `WH/PICK/00002`, to include
+   them in the new transfer. Then, click the :guilabel:`Select` button to close the
+   :guilabel:`Add:Transfers` window.
 
-.. image:: batch_transfers/batch_transfers_11.png
-    :align: center
-    :alt: View of the Odoo Barcode app dashboard
+   .. image:: batch_transfers/add-transfers-window.png
+      :align: center
+      :alt: Select multiple transfers from the *Add:Transfers* window.
 
-Then, you can enter the batch transfer on which you want to work. Batch
-transfers can easily be grouped per responsible if necessary.
+Add batch from transfers list
+-----------------------------
 
-.. image:: batch_transfers/batch_transfers_12.png
-    :align: center
-    :alt: View of the batch transfers dashboard inside of the Barcode app
+Another method of creating batch transfers is available using the :guilabel:`Add to batch` option in
+a list. Navigate to the :menuselection:`Inventory app --> Operations` drop-down menu, and select any
+of the :guilabel:`Transfers` to open a filtered list of transfers.
 
-In the batch transfer, products are classified per
-location. The source document is visible on each line and a color-code
-helps differentiate them.
+.. image:: batch_transfers/transfers-drop-down.png
+   :align: center
+   :alt: Show all transfer types in a drop-down menu: Receipts, Deliveries, Internal Transfers,
+         Manufacturings, Batch Transfers, Dropships.
 
-.. image:: batch_transfers/batch_transfers_13.png
-    :align: center
-    :alt: View of an in progress batch transfer with the Odoo Barcode application
+On the transfers list, select the checkbox to the left of the selected transfers to add in a batch.
+Next, navigate to the :guilabel:`Actions ⚙️ (gear)` button, and click :guilabel:`Add to batch` from
+the resulting drop-down menu.
 
-To see the products to pick from another location, click on the *Next*
-button.
+.. image:: batch_transfers/add-to-batch.png
+   :align: center
+   :alt: Use *Add to batch* button, from the *Action* button's list.
 
-.. image:: batch_transfers/batch_transfers_14.png
-    :align: center
-    :alt: View of a ready and completed batch transfer inside of the Odoo Barcode application
+Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee
+:guilabel:`Responsible` for the picking can be assigned.
+
+Choose from the two radio options to add to :guilabel:`an existing batch transfer` or create
+:guilabel:`a new batch transfer`.
+
+To begin with a draft, select the :guilabel:`Draft` checkbox.
+
+Conclude the process by clicking :guilabel:`Confirm`.
+
+.. image:: batch_transfers/add-to-batch-window.png
+   :align: center
+   :alt: Show *Add to batch* window to create a batch transfer.
+
+Process batch transfer
+======================
+
+Handle batch transfers in the :menuselection:`Inventory app --> Operations --> Batch Transfers`
+page.
+
+From here, select the intended transfer from the list. Then, on the batch transfer form, input the
+:guilabel:`Done` quantities for each product, under the :guilabel:`Detailed Operations` tab.
+Finally, select :guilabel:`Validate` to complete the picking.
+
+.. tip::
+   Be certain the batch transfer is complete when the :guilabel:`Validate` button is highlighted in
+   purple. If the :guilabel:`Check Availability` button is highlighted instead, that means there are
+   items in the batch that are currently *not* available in-stock.
+
+.. _inventory/management/batch-transfers-example:
+
+.. example::
+   In a batch transfer involving products from pickings, `WH/PICK/00001` and `WH/PICK/00002`, the
+   :guilabel:`Detailed Operations` tab shows that the product, `Cabinet with Doors`, has been picked
+   because the :guilabel:`Done` column matches the value in the :guilabel:`Reserved` column.
+   However, `0.00` quantities have been picked for the other product, `Cable Management Box`.
+
+   .. image:: batch_transfers/process-batch-transfer.png
+      :align: center
+      :alt: Show batch transfer of products from two pickings in the *Detailed Operations* tab.
+
+Only in-stock products are visible in the :guilabel:`Detailed Operations` tab.
+
+To view the complete product list, switch to the :guilabel:`Operations` tab. On this list, the
+:guilabel:`Demand` column indicates the required quantity for the order. The :guilabel:`Reserved`
+column shows the available stock to fulfill the order. Lastly, the :guilabel:`Done` column specifies
+the products that have been picked, and are ready for the next step.
+
+.. example::
+   The product, `Desk Pad`, from the same batch as the :ref:`example above
+   <inventory/management/batch-transfers-example>`, is only visible in the :guilabel:`Operations`
+   tab because there are no :guilabel:`Reserved` quantities in-stock to fulfill the batch picking.
+
+   Click the :guilabel:`Check Availability` button to search the stock again for available products.
+
+   .. image:: batch_transfers/operations-tab.png
+      :align: center
+      :alt: Show unavailable reserved quantities in the *Operations* tab.
+
+Create backorder
+----------------
+
+On the batch transfer form, if the :guilabel:`Done` quantity of the product is *less* than the
+:guilabel:`Reserved` quantity, a pop-up window appears.
+
+This pop-up window provides the option: :guilabel:`Create Backorder?`.
+
+Clicking the :guilabel:`Create Backorder` button automatically creates a new batch transfer,
+containing the remaining products.
+
+Click :guilabel:`No Backorder` to finish the picking *without* creating another batch picking.
+
+Click :guilabel:`Discard` to cancel the validation, and return to the batch transfer form.
+
+.. image:: batch_transfers/create-backorder.png
+   :align: center
+   :alt: Show the *Create Backorder* pop-up.
+
+.. _inventory/management/barcode_picking:
+
+Process batch transfer: Barcode app
+===================================
+
+Created batch transfers are also listed in the :menuselection:`Barcode` app, accessible by selecting
+the :guilabel:`Batch Transfers` button.
+
+By default, confirmed batch pickings appear on the :guilabel:`Batch Transfers` page. On that page,
+click on the desired batch transfer to open the detailed list of products for the picking.
+
+.. image:: batch_transfers/barcode-batch-transfers.png
+   :align: center
+   :alt: Show list of to-do batch transfers in *Barcode* app.
+
+For the chosen batch transfer, follow the instructions at the top of the page in the black
+background. Begin by scanning the product's barcode to record a single product for picking. To
+record multiple quantities, click the :guilabel:`✏️ (pencil)` icon, and enter the required
+quantities for the picking.
+
+.. note::
+   Products from the same order are labeled with the same color on the left. Completed pickings are
+   highlighted in green.
+
+.. example::
+   In a batch transfer for 2 `Cabinet with Doors`, 3 `Acoustic Bloc Screens`, and 4 `Four Person
+   Desks`, the `3/3` and `4/4` :guilabel:`Units` indicate that the last two product pickings are
+   complete.
+
+   `1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product
+   barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the
+   unique serial number for :ref:`product tracking <inventory/serial_numbers/configure>`.
+
+   .. image:: batch_transfers/barcode-products.png
+      :align: center
+      :alt: Display products to be picked in barcode view.
+
+Once all the products have been picked, click on :guilabel:`Validate` to mark the batch transfer as
+:guilabel:`Done`.
 
-Once all the products have been picked, click on *Validate* (on the
-last page) to mark the batch transfer as done.