Merge pull request #417 from odoo/13.0-inventory-initial_stock-lau
[ADD] inventory: new V13 doc about setting initial stock
@ -6,6 +6,6 @@ Process Overview
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:titlesonly:
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:glob:
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process/sale_to_delivery
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process/receive_in_stock
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process/deliver_from_stock
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process/initial_stock
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@ -18,7 +18,7 @@ forecasted number of units. If you want to include a product on
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receipts/deliveries but don’t need to track its stock, you can set it as
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*consumable*.
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.. image:: media/deliver_from_stock_02png
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.. image:: media/deliver_from_stock_02.png
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:align: center
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Deliver Products from Stock
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99
inventory/overview/process/initial_stock.rst
Normal file
@ -0,0 +1,99 @@
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========================
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Create Storable Products
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========================
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The first step to use the inventory application is to create products in
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your database via the menu *Master Data > Products*. Click the Create
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button and enter the name of your product.
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.. image:: media/initial_stock_01.png
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:align: center
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Set the product as *storable*, in order to track the stock for this
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product and be able to include it in an inventory adjustment.
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.. image:: media/initial_stock_02.png
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:align: center
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Set the product as *storable*, in order to track the stock for this
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product and be able to include it in an inventory adjustment.
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.. image:: media/initial_stock_02.png
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:align: center
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Inventory Adjustment for Multiple Products
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==========================================
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Once you have created all your *storable products*, you can create an
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*inventory adjustment* to determine their current stock level in Odoo.
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You therefore need to go to *Operations > Inventory Adjustments* and
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create a new one.
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.. image:: media/initial_stock_03.png
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:align: center
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You have to enter a title for your *inventory adjustment* and you can
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then decide if you want to proceed to the *inventory adjustment* of
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all products or only some of them. For a first *inventory adjustment*,
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I suggest you to keep the *Products* field empty. You can then *Start
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Inventory*.
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.. image:: media/initial_stock_04.png
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:align: center
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If you already have some products in stock, Odoo will add the lines with
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the theoretical quantity currently in stock. You can also add new lines
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with your other products.
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.. image:: media/initial_stock_05.png
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:align: center
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.. note::
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If your products are tracked by Serial/Lot numbers, you will have an
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additional column allowing you to specify those for the different units
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added to the inventory adjustment.
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Odoo will highlight in red the lines for which there is a difference
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between the theoretical quantity on hand, which is automatically
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computed by the system, and the counted quantity you manually entered.
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Once all the necessary products have been entered, you can hit
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*Validate Inventory* and the quantities on hand of your different
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products will be updated.
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Inventory Adjustment for one Product
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====================================
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On each storable product, you have access to the *Update Quantity*
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button.
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.. image:: media/initial_stock_06.png
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:align: center
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When clicking this button, you see the current stock you have for this
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product. You can edit the existing lines or create new ones to add stock
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of your product in different locations and/or add new serial/lot
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numbers.
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.. image:: media/initial_stock_07.png
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:align: center
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Once you come back to your product, you see that the quantity on hand as
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been updated taking your modification into account.
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.. image:: media/initial_stock_08.png
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:align: center
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.. note::
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If you work with product variants, the quantity on hand will show you
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the total quantity in stock for the product template, taking the
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different variants into account.
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By default, the quantity on hand of the product form will show you the
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number of products that are part of your warehouse view location,
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meaning which are part of an internal type sub-location of this
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warehouse. It means that if you have any product in a location that
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isn’t under the main warehouse location, they won’t appear in the stock
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on hand stat button.
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.. image:: media/initial_stock_09.png
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:align: center
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@ -1,191 +0,0 @@
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============================
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From procurement to delivery
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============================
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Overview
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========
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Inventory is the heart of your business. It can be really complicated,
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but with Odoo, doing a receipt or a delivery has never been easier. We
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will show you in this document how easy to do a full process, from the
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receipt to the delivery.
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Odoo inventory is fully integrated with other applications, such as
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**Purchase**, **Sales** or **Inventory**. But is not limited to those processes, it
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is also fully integrated with our **e-Commerce**, **Manufacturing** and **Repairs**
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applications.
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How to process a receipt ?
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==========================
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Install Purchase application
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----------------------------
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First, you will need to install the **Purchase Management** application. Go
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to :menuselection:`Apps` and install it.
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.. image:: media/sale_to_delivery01.png
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:align: center
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Make a purchase order
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---------------------
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Go to the **Purchases** applications. The first screen is the **Request for
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Quotation** list. Click on the **Create** button.
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Fill in the **Vendor** information and click on **Add an Item** to add some
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products to your request for quotation.
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.. image:: media/sale_to_delivery02.png
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:align: center
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Click on **Confirm order** when you are sure about the products, prices
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and quantity.
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Retrieve the Receipt
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--------------------
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You can retrieve the receipt order in 2 ways:
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From the purchase order
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~~~~~~~~~~~~~~~~~~~~~~~~
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On the top right of your purchase order, you will see a button with the
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related **Receipt**:
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.. image:: media/sale_to_delivery03.png
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:align: center
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Click on it to see the **Transfer order**.
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From the Inventory Dashboard
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When opening the **Inventory** application, click on **# to receive** to see
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the list of your deliveries to process.
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.. image:: media/sale_to_delivery04.png
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:align: center
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In the list, click on the one related to the purchase order:
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.. image:: media/sale_to_delivery05.png
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:align: center
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Process the Receipt
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-------------------
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.. image:: media/sale_to_delivery06.png
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:align: center
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To process the stock transfer. Simply click on **Validate** to complete
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the transfer. A message will appear asking if you want to process the
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whole order, accept it by clicking on **Apply**.
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.. note::
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Procurements can be automated. Please read our document
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:doc:`../../management/adjustment/min_stock_rule_vs_mto`
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for more information.
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How to process a delivery order ?
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=================================
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Install Sales application
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-------------------------
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First, you will need to install the **Sales Management** application. Go to
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:menuselection:`Apps` and install it.
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.. image:: media/sale_to_delivery07.png
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:align: center
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Place a sale order
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------------------
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Go to the **Sales** applications. Click on the **Quotations** button of your
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team.
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.. image:: media/sale_to_delivery08.png
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:align: center
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You will get the list of all your quotations. Click on the **Create**
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button.
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Fill in the **Customer informations** and click on **Add an Item** to add
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some products to your quotation.
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.. image:: media/sale_to_delivery09.png
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:align: center
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Click on **Confirm sale** to place the order.
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Retrieve the Delivery order
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---------------------------
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You can retrieve the delivery order in 2 ways:
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From the sale order
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~~~~~~~~~~~~~~~~~~~~
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On the top right of your sale order, you will see a button with the
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related **Delivery**:
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.. image:: media/sale_to_delivery10.png
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:align: center
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Click on it to see the **Transfer order**.
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From the Inventory Dashboard
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When opening the **Inventory** application, click on **# to do** to see the
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list of your receipts to process.
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.. image:: media/sale_to_delivery11.png
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:align: center
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In the list, click on the one related to the sale order:
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.. image:: media/sale_to_delivery12.png
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:align: center
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.. note::
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If the product is not in stock, the sale order will be listed as
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**Waiting** on your dashboard.
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Process the delivery
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--------------------
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.. image:: media/sale_to_delivery12.png
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:align: center
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To process the stock transfer. Simply click on **Validate** to complete
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the transfer. A message will appear asking if you want to process the
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whole order, accept it by clicking on **Apply**.
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.. note::
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E-Commerce orders are processed the same way.
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.. tip::
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You can easily integrate your delivery orders with different
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delivery methods. Please read the document
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:doc:`../../shipping/setup/delivery_method`.
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Advanced flows
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===============
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In this document, the flows that are explained are the most simple ones.
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Odoo also suit for companies having advanced warehouse management.
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- By default, only **receipts** and **deliveries** are configured but you can
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activate the use of multi-locations and multi-warehouses to do
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**internal transfers**.
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- **Routes**: you can automate flows with push and pull rules
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- **Multi-step** receipts and deliveries can be easily configured for each
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warehouse
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- Much more: **Barcode scanning**, **serial numbers**, **lots**, **cross-docking**,
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**dropshipping**, integration with a **third-party** shipper, **putaway** and
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**removal** strategies.... All of it is possible with Odoo.
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