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a/inventory/management/delivery/three_steps.rst +++ b/inventory/management/delivery/three_steps.rst @@ -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 \ No newline at end of file