diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst index af5f0c734..fab6b1655 100644 --- a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst +++ b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst @@ -44,12 +44,12 @@ setting, :guilabel:`Save` the changes. :alt: Activate multi-step routes and storage locations in inventory settings. Next, the warehouse needs to be configured for two-step receipts and deliveries. Go to -:menuselection:`Inventory --> Configuration --> Warehouses`, and click :guilabel:`Edit` to change +:menuselection:`Inventory --> Configuration --> Warehouses`, and click on the warehouse to change the warehouse settings. Then, select :guilabel:`Receive goods in input and then stock (2 steps)` for :guilabel:`Incoming Shipments`, and :guilabel:`Send goods in output and then deliver (2 steps)` for :guilabel:`Outgoing -Shipments`. :guilabel:`Save` the changes to finish. +Shipments`. .. image:: receipts_delivery_two_steps/two-step-warehouse-config.png :align: center @@ -59,9 +59,8 @@ Shipments`. :guilabel:`Save` the changes to finish. Activating two-step receipts and deliveries will create new *input* and *output* locations, which by default, are labeled :guilabel:`WH/Input` and :guilabel:`WH/Output`, respectively, on the :guilabel:`Locations` dashboard. To rename these locations, go to :menuselection:`Configuration - --> Locations`, select the :guilabel:`Location` to change, and then click :guilabel:`Edit`. On - the location form, update the :guilabel:`Location Name`, make any other changes (if necessary) - and :guilabel:`Save` the changes. + --> Locations`, and select the :guilabel:`Location` to change. On the location form, update the + :guilabel:`Location Name`, and make any other changes (if necessary). Process a receipt in two steps (input + stock) ============================================== @@ -70,7 +69,7 @@ Create a purchase order ----------------------- On the main :menuselection:`Purchase` application dashboard, start by making a new quote by clicking -:guilabel:`Create`. Then, select (or create) a :guilabel:`Vendor` from the drop-down field, add a +:guilabel:`New`. Then, select (or create) a :guilabel:`Vendor` from the drop-down field, add a storable :guilabel:`Product` to the order lines, and click :guilabel:`Confirm Order` to finalize the quote as a new purchase order. @@ -82,8 +81,7 @@ quote as a new purchase order. name. After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in -the top-right corner of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated -receipt. +the top of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated receipt. .. image:: receipts_delivery_two_steps/two-step-po-receipt.png :align: center @@ -142,13 +140,13 @@ Process a delivery order in two steps (pick + ship) Create a sales order -------------------- -In the :menuselection:`Sales` application, create a new quote by clicking :guilabel:`Create`. Select -or create a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then +In the :menuselection:`Sales` application, create a new quote by clicking :guilabel:`New`. Select +(or create) a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then click :guilabel:`Confirm`. After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart button will appear in -the top-right corner of the :abbr:`SO (Sales Order)` form. Click it to reveal the associated -delivery forms. +the top, above the :abbr:`SO (Sales Order)` form. 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