[IMP] inventory: V13 changes for the "three-steps delivery" doc

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lau-odoo 2019-10-14 14:34:42 +02:00
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@ -1,163 +1,114 @@
===================================================================
How to process delivery orders in three steps (pick + pack + ship)?
===================================================================
==========================================================
Process a Receipt in three steps (Input + Quality + Stock)
==========================================================
Overview
========
In many companies, it is necessary to assess the received good. The goal
is to check that the products correspond to the quality requirements
agreed with the suppliers. Therefore, adding a *quality control step*
in the goods receipt process can become essential.
When an order goes to the shipping department for final delivery, Odoo
is set up by default on a **one-step** operation: once all goods are
available, they can be shipped in bulk in a single delivery order.
However, that process may not reflect the reality and your company may
require more steps before shipping.
Odoo uses routes to define exactly how you will handle the different
receipt steps. The configuration is done at the level of the warehouse.
By default, the reception is a one-step process, but changing the
configuration can allow having 3 steps.
With the **three steps** process (**Pick + Pack + Ship**), the items are
transferred to a packing area, where they will be assembled by area of
destination, and then set to outbound trucks for final delivery to the
customers.
The 3-steps flow is as follows: You receive the goods in an input area,
then transfer them into a quality area for *quality control*. When the
quality check has been processed, you can move the goods from QC to
stock. Of course, you may change the quantity and only transfer to stock
the quantity that is valid and decide that you will return the quantity
that is not good.
A few configuration steps are necessary in order to accomplish **Pick +
Pack + Ship** in Odoo. These steps create some additional locations, which
by default are called **Output** and **Packing Zone**. So, if your warehouse's
code is ``WH``, this configuration will create a location called ``WH/Output``
and another one called ``WH/Packing Zone``.
Multi-Step Routes
=================
Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step.
Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be
delivered from **WH/Output** to its **final destination**.
First, you will need to activate the *multi-step routes* option.
Indeed, routes provide a mechanism to chain different actions together.
Here, we will chain the picking to the shipping.
.. note::
Check out :doc:`inventory_flow` to determine if this inventory flow is
the correct method for your needs.
To activate *multi-step routes*, open the *inventory app*, and go to
*Configuration > Settings* and activate the option. By default,
activating *multi-step routes* will also activate *Storage
Locations*.
Configuration
=============
.. image:: media/three_steps_01.png
:align: center
Install the Inventory module
----------------------------
Warehouse configuration
=======================
From the **App** menu, search and install the **Inventory** module.
Now that *Multi-Step Routes* is activated, go to *Configuration >
Warehouse* and open the one you will use to deliver in 3 steps. Then,
you can select the option *Pack good, send goods in output and then
deliver (3 steps)* as *Outgoing Shipments*.
.. image:: media/three_steps07.png
:align: center
.. image:: media/three_steps_02.png
:align: center
You will also need to install the **Sales** module to be able to issue sales
orders.
Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Allow managing routes
---------------------
Of course, you can rename them if you want. To do so, go to
*Configuration > Locations* and select the one you want to rename.
Change its name and hit save.
Odoo configures movement of delivery orders via **routes**. Routes
provide a mechanism to link different actions together. In this case, we
will link the picking step to the shipping step.
Create a Sales Order
====================
To allow management of routes, go to :menuselection:`Configuration --> Settings`
In the *Sales* app, create a quotation with storable products to
deliver. Then, confirm it and three pickings will be created and linked
to your sale order.
Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button
**Advanced routing of products using rules**. Make sure that the option
**Manage several locations per warehouse** is activated as well.
.. image:: media/three_steps_03.png
:align: center
.. image:: media/three_steps05.png
:align: center
Now, click on the button. You should see three different pickings:
Configure the warehouse for Pick + Pack + Ship
-----------------------------------------------
- The first one, with a reference PICK, designates the picking process;
Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be
used.
- The second one, with a reference PACK, is for the packing process;
For outgoing shippings, set the option to **Make packages into a
dedicated location, bring them to the output location for shipping (Pick
+ Pack + Ship).**
- The third one, with a reference OUT, designates the shipping process.
.. image:: media/three_steps01.png
:align: center
.. image:: media/three_steps_04.png
:align: center
Create a Sale Order
===================
Process the picking, packing, and delivery
==========================================
From the **Sale** module, create a sales order with some products to deliver.
The first operation to be processed is the picking and has a *Ready*
status, while the others are *Waiting Another Operation*. The packing
will become *Ready* as soon as the picking is marked as *Done*.
Notice that we now see ``3`` transfers associated with this sales order
in the **stat button** above the sales order.
You can enter the picking operation from here, or access it through the
inventory app.
.. image:: media/three_steps06.png
:align: center
.. image:: media/three_steps_05.png
:align: center
If you click the button, you should now see three different pickings:
Note that, if you have the product in stock, it will be automatically
reserved and you can validate the picking document.
1. The first with a reference **PICK** to designate the picking process,
.. image:: media/three_steps_06.png
:align: center
2. The second one with the reference **PACK** that is the packing process,
Now that the picking has been validated, the packing order is ready to
be processed. Since the documents are chained, the products that have
been picked are automatically reserved on the packing order so you can
directly validate it.
3. The last with a reference **OUT** to designate the shipping process.
.. image:: media/three_steps_07.png
:align: center
.. image:: media/three_steps04.png
:align: center
.. image:: media/three_steps_08.png
:align: center
Process a Delivery
==================
Then, you can validate your packing. In doing so, the delivery order can
be processed. Once again, it will be ready to be validated so you can
transfer the products to the customer location.
How to Process the Picking Step?
--------------------------------
.. image:: media/three_steps_09.png
:align: center
Ensure that you have enough product in stock and Go to **Inventory**
and click on the **Waiting** link under the **Pick** kanban card.
.. image:: media/three_steps08.png
:align: center
Click on the picking that you want to process.
Click on **Reserve** to reserve the products if they are available.
Click on **Validate** to complete the move from **WH/Stock** to **WH/Packing Zone**.
This has completed the picking Step and the **WH/PICK** should now show
**Done** in the status column at the top of the page. The product has
been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the
product available for the next step (Packing).
How to Process the Packing Step?
--------------------------------
Go to **Inventory** and click on the **# TRANSFERS** link under the
**Pack** kanban card.
.. image:: media/three_steps03.png
:align: center
Click on the picking that you want to process.
Click on **Validate** to complete the move from **WH/Packing Zone** to
**WH/Output**.
This has completed the packing step and the **WH/PACK** should now show
**Done** in the status column at the top of the page. The product has
been moved from **WH/Packing Zone** to **WH/Output location**, which makes the
product available for the next step (Shipping).
How to Process the Shipping Step?
---------------------------------
Go to **Inventory** and click on the **# TO DO** link under the
**Delivery Orders** kanban card.
.. image:: media/three_steps02.png
:align: center
Click on the picking that you want to process.
Click on **Validate** to complete the move from **WH/Output** to the
**customer** (Click **Apply** to assign the quantities based on the
quantities listed in the **To Do** column).
This has completed the shipping step and the **WH/OUT** should now show
**Done** in the status column at the top of the page. The product has
been shipped to the customer.
.. todo::
Link to these sections when available
- Process Overview: From sales orders to delivery orders
- Process Overview: From purchase orders to receptions
.. image:: media/three_steps_10.png
:align: center