[IMP] inventory: V13 changes for the "delivery orders in one step" doc
Before Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 5.6 KiB |
Before Width: | Height: | Size: 1.2 KiB |
BIN
inventory/management/delivery/media/one_step_01.png
Normal file
After Width: | Height: | Size: 18 KiB |
BIN
inventory/management/delivery/media/one_step_02.png
Normal file
After Width: | Height: | Size: 14 KiB |
BIN
inventory/management/delivery/media/one_step_03.png
Normal file
After Width: | Height: | Size: 5.8 KiB |
BIN
inventory/management/delivery/media/one_step_04.png
Normal file
After Width: | Height: | Size: 18 KiB |
BIN
inventory/management/delivery/media/one_step_05.png
Normal file
After Width: | Height: | Size: 19 KiB |
@ -1,67 +1,57 @@
|
|||||||
======================================================
|
=======================================
|
||||||
How to process delivery orders in one step (shipping)?
|
Process a Receipt in one step (Receipt)
|
||||||
======================================================
|
=======================================
|
||||||
|
|
||||||
Overview
|
There is no configuration needed to receive in one step. The default
|
||||||
========
|
incoming shipments are configured to be directly received from the
|
||||||
|
vendors to the stock.
|
||||||
|
|
||||||
When an order goes to the shipping department for final delivery, Odoo
|
However, if advanced routes have been activated and you set another
|
||||||
is set up by default to utilize a one-step operation: once all goods are
|
incoming configuration on your warehouse, you can set it back to the
|
||||||
available, they are able to be shipped in a single delivery order.
|
one-step receipt configuration. To do so, go to *Configuration >
|
||||||
|
Warehouses* and edit the warehouse in question.
|
||||||
|
|
||||||
Configuration
|
Set the *Incoming Shipments* option to *Receive goods directly (1
|
||||||
=============
|
step)*.
|
||||||
|
|
||||||
There is no configuration needed. The default outgoing shipments are
|
.. image:: media/one_step_01.png
|
||||||
configured to be directly delivered from the stock.
|
:align: center
|
||||||
|
|
||||||
However, if **advance routes** is activated and you set another shipping
|
Create a Purchase Order
|
||||||
configuration on your warehouse, you can set it back to the one-step
|
=======================
|
||||||
delivery configuration. Go to :menuselection:`Configuration --> Warehouses`
|
|
||||||
and edit the concerned warehouse.
|
|
||||||
|
|
||||||
Set the outgoing shippings the option to **Ship directly from stock
|
To create a *Request for Quotation*, go to the *Purchase*
|
||||||
(Ship Only)**
|
application and click on *Create*. Then, add some storable products to
|
||||||
|
receive and confirm the *RfQ*.
|
||||||
|
|
||||||
.. image:: media/one_step01.png
|
Notice that, now, we see 1 receipt associated with the purchase order
|
||||||
:align: center
|
you just created. If you click on the button, you will see your receipt
|
||||||
|
order.
|
||||||
|
|
||||||
Create a Sales Order
|
.. image:: media/one_step_02.png
|
||||||
====================
|
:align: center
|
||||||
|
|
||||||
Create a sales order (From quotation to sales order) with some products
|
Process a Receipt
|
||||||
to deliver.
|
=================
|
||||||
|
|
||||||
Notice that we now see ``1`` delivery associated with this sales order
|
You can also fin the receipt directly from the *Inventory* app. When
|
||||||
in the **stat button** above the sales order.
|
on the dashboard, you can click the *1 TO PROCESS* button under the
|
||||||
|
*Receipts* Kanban card. Then, you will see your receipt.
|
||||||
|
|
||||||
.. image:: media/one_step03.png
|
.. image:: media/one_step_03.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
If you click on the **1 Delivery** stat button, you should now see your
|
Now, enter the picking that you want to process. You will be able to
|
||||||
picking.
|
click on *Validate* to complete the move directly as products coming
|
||||||
|
from suppliers are considered as being always available.
|
||||||
|
|
||||||
Process a Delivery
|
.. image:: media/one_step_04.png
|
||||||
==================
|
:align: center
|
||||||
|
|
||||||
Go to **Inventory** and click on the **# TO DO** link under the
|
Once you *Validate* the receipt, the products leave the *Supplier
|
||||||
**Delivery Orders** kanban card.
|
Location* to enter your *WH/Stock Location*. You can easily see that
|
||||||
|
the receipt took place thanks to the status of the document, which is
|
||||||
|
now *Done*.
|
||||||
|
|
||||||
.. image:: media/one_step02.png
|
.. image:: media/one_step_05.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Click on the picking that you want to process.
|
|
||||||
|
|
||||||
Click on **Validate** to complete the move from **WH/Output** to the
|
|
||||||
**customer**.
|
|
||||||
|
|
||||||
This has completed the **Shipping Step** and the WH/OUT should now show
|
|
||||||
**Done** in the status column at the top of the page, which means the
|
|
||||||
product has been shipped to the customer.
|
|
||||||
|
|
||||||
|
|
||||||
.. todo::
|
|
||||||
Ajouter un lien vers ces pages quand elles existeront
|
|
||||||
- Process Overview: From sales orders to delivery orders
|
|
||||||
|
|
||||||
- Process Overview: From purchase orders to receptions
|
|