[IMP] Inventory: New screenshots for reception in 3-steps (#634)

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Process a Receipt in three steps (Input + Quality + Stock)
==========================================================
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.
Quality is essential for most companies. To make sure we maintain quality throughout the supply
chain, it only makes sense that we assess the quality of the products received from suppliers.
To do so, we will add a quality control step.
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.
Odoo uses routes to define how to handle the different receipt steps.
Configuration of those routes is done at the warehouse level. By default, the reception is a
one-step process, but it can also be configured to have two-steps or three-steps processes.
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.
The three-steps flow works as follows: you receive the goods in your receiving area, then transfer
them into a quality area for quality control (QC). When the quality check is completed, the goods
that match the QC requirements are moved to stock
Multi-Step Routes
=================
Activate Multi-Step Routes
==========================
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.
The first step is to allow the use of *Multi-Step Routes*. Routes provide a mechanism to chain different
actions together. In this case, we will chain the picking step to the shipping step.
To activate *multi-step routes*, open the *inventory app*, and go to
:menuselection:`Configuration --> Settings` and activate the option. By default,
activating *multi-step routes* will also activate *Storage
Locations*.
To enable *Multi-Step Routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
activate the option.
.. image:: media/three_steps_01.png
:align: center
:alt: View of the features to enable in order to use multi-step routes for goods reception
Warehouse configuration
=======================
.. note::
By default, activating *Multi-Step Routes* also activates *Storage
Locations*.
Now that *Multi-Step Routes* is activated, go to :menuselection:`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*.
Configure warehouse for receipt in 3-steps
==========================================
Once *Multi-Step Routes* has been activated, go to :menuselection:`Inventory --> Configuration -->
Warehouse` and enter the warehouse which should work with the 3-steps reception. Then, select
*Receive goods in input, then quality and then stock (3 steps)* for *Incoming Shipments*.
.. image:: media/three_steps_02.png
:align: center
:alt: View of the incoming shipment strategy to choose to receive goods in three steps
Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Activating this option leads to the creation of two new locations: *Input* and *Quality Control*.
To rename them, go to :menuselection:`Inventory --> Configuration --> Locations` and select
the one you want to rename.
Of course, you can rename them if you want. To do so, go to
:menuselection:`Configuration --> Locations` and select the one you want to rename.
Change its name and hit save.
Create a Purchase Order
=======================
Create a Sales Order
====================
To start the 3-steps reception process, create a *Request for Quotation* from the *Purchase* app,
add some storable products to it and confirm. Then, three pickings are created with your *Purchase
Order* as the source document:
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.
1. The first one with a reference *IN* to designate the receipt
process;
2. The second one with a reference *INT*, which is the move to the
quality control zone;
3. The last one with a reference *INT* to designate the move to stock.
.. image:: media/three_steps_03.png
:align: center
:alt: View of the three moves created by the purchase of products in three steps strategy
Now, click on the button. You should see three different pickings:
Process the receipt, quality control and entry in stock
=======================================================
- The first one, with a reference PICK, designates the picking process;
As the receipt operation is the first one to be processed, it has a *Ready* status while the others
are *Waiting Another Operation*.
- The second one, with a reference PACK, is for the packing process;
- The third one, with a reference OUT, designates the shipping process.
To access the receipt operation, click on the button from the *Purchase Order* or go back to the
*Inventory* app dashboard and click on *Receipts*.
.. image:: media/three_steps_04.png
:align: center
:alt: View of the button to click to see the receipts that need to be processed
Process the picking, packing, and delivery
==========================================
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*.
You can enter the picking operation from here, or access it through the
inventory app.
In the receipt order, products are always considered available because they come from the supplier.
Then, the receipt can be validated.
.. image:: media/three_steps_05.png
:align: center
:alt: View of the move (internal transfer) from the reception area to the warehouse input area
Note that, if you have the product in stock, it will be automatically
reserved and you can validate the picking document.
Once the receipt has been validated, the transfer to quality becomes *Ready*. And, because the documents
are chained to each other, products previously received are automatically reserved on the
transfer. Then, the transfer can be directly validated.
.. image:: media/three_steps_06.png
:align: center
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.
:alt: View of the button to click to see the internal transfers that need to be processed
.. image:: media/three_steps_07.png
:align: center
:alt: View of the move (internal transfer) from the input area to the quality control area
Now, the transfer that enters the products to stock is *Ready*. Here, it is again ready to be
validated in order to transfer the products to your stock location.
.. image:: media/three_steps_08.png
:align: center
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.
:alt: View of the button to click to see the internal transfers that need to be processed
.. image:: media/three_steps_09.png
:align: center
.. image:: media/three_steps_10.png
:align: center
:alt: View of the move (internal transfer) from the quality control area to the stock

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Define Quality Control Points
=============================
Quality is an important factor when it comes to products or services.
Nowadays, quality has become the differentiating factor for all goods
and services. It is vital for businesses to deliver products that meet
or exceed expectations. It also helps minimize waste.
That is why most manufacturers would not think of eliminating the
quality control from their manufacturing process. After all, removing
quality controls would dramatically increase the number of defective
products that the company then has to rework or scrap.
Then, using business applications to ensure data quality is important.
With Odoo insuring the rear, any major problem can be avoided before
occurring!
Quality Control Points
======================
If it is the first *Quality Control Point* that you create, know that
you need to open the *Quality* app. Then, go to :menuselection:`Quality Control -->
Control Points`. Once there, you have to define the product on which
the quality control will take place, as well as the operation at which
it should take place.
To create a *Quality Control Point*, go to :menuselection:`Quality
--> Quality Control --> Control Points`. Once there, define the product
on which the quality control point should take place. The operation at
which it takes place also is to be defined here.
The *Quality Control Points* can take place during transfers or during
the manufacturing process of the products. If you work with routings on
your *Bill of Materials*, you have to precise at which step of the
manufacturing process the quality control point should be applied.
The *Quality Control Points* take place during transfers or during the
manufacturing process of the products. If working with routings on
*Bill of Materials*, you have to precise at which step of the
manufacturing process the quality control point needs to be applied.
The control type defines at which frequency the quality checks should
take place:
The *Control Type* defines at which frequency the quality checks
should take place:
- All Operations: all the operations will generate quality checks to perform;
- **All operations**: all the operations automatically generate quality
checks to perform;
- Randomly: the quality checks will only be performed on x% of the operation. You must define the percentage yourself, on the control point;
- **Randomly**: the quality checks only perform on x% of the operation. The
percentage needs to be defined on the control point;
- Periodically: the quality checks will be performed periodically. The periodicity is based on the period you define (once a day, once a week).
- **Periodically**: the quality checks are performed periodically. The
periodicity is based on the defined period (once a day, once a
week).
.. image:: media/control_points_01.png
:align: center
:alt:
Quality Control Point Types
===========================
Now that the rest is configured, you need to define the type of quality
check.
Now, one thing remains to be configured: the type of quality check.
There are several types that can be used: text, take a picture,
pass-fail, take a measure, register consumed material, register
by-product, and print label.
.. note::
Some of the types are only available with the manufacturing application.
Some types are available only with the manufacturing application
installed.
Text
----
This control point type allows you to give instructions to your workers
during the transfer, or the manufacturing process.
This control point type allows giving instructions to workers during the
transfer or during the manufacturing process.
.. image:: media/control_points_01.png
:align: center
:alt:
.. image:: media/control_points_02.png
:align: center
:alt:
.. image:: media/control_points_03.png
:align: center
:alt:
Take a Picture
--------------
This control point type asks you to take a picture of the product in a
transfer, or when manufacturing it.
This control point type asks to take a picture of the product applied in
a transfer or when manufacturing it.
.. image:: media/control_points_04.png
:align: center
:alt:
.. image:: media/control_points_05.png
:align: center
:alt:
.. image:: media/control_points_06.png
:align: center
:alt:
.. tip::
This process can be simplified by using a connected :doc:`camera
<../../iot/devices/measurement_tool>`.
Pass-Fail
---------
This type of control point requires that you specify if the products
pass or fail a specific text. It can be applied for both transfers or
manufacturing orders.
*Pass-Fail* requires to specify if the products pass or fail specific
criteria. It can be applied for both transfers or manufacturing orders.
.. image:: media/control_points_07.png
:align: center
:alt:
For this kind of control point type, you have the possibility to define
a failure message that will give instructions to follow in case of
quality check failure.
For this kind of type, there is the possibility to define a failure
message giving instructions to follow in case of failure.
.. image:: media/control_points_08.png
:align: center
:alt:
.. image:: media/control_points_09.png
:align: center
:alt:
.. image:: media/control_points_10.png
:align: center
:alt:
Take a Measure
--------------
This control point type requires you to enter the products measurements
during a transfer, or during the manufacturing process.
Taking measures requires to enter the products measurements during a
transfer or during the manufacturing process.
To use it, it necessary to specify the norm for your products
measurements, but also a tolerance threshold. Doing so, all the products
with good measures can are automatically accepted.
.. image:: media/control_points_11.png
:align: center
:alt:
For this kind of control point type, you also have the possibility to
define a failure message that will give instructions to the worker.
As for *Pass-Fail*, this type allows defining a failure message that
gives instructions to the worker.
.. image:: media/control_points_12.png
:align: center
:alt:
.. image:: media/control_points_13.png
:align: center
:alt:
.. image:: media/control_points_14.png
:align: center
:alt:
.. tip::
This process can be simplified by using connected :doc:`measurement tools <../../iot/devices/camera>`.
Register Consumed Materials
---------------------------
This control point type requires you register the component serial/lot
numbers during the manufacturing process. It is only available if you
work with routings.
When using *Register Consumed Materials*, it is required to register
the components serial/lot numbers during the manufacturing process.
.. note::
This type is only available when working with routings.
.. image:: media/control_points_15.png
:align: center
:alt:
.. image:: media/control_points_16.png
:align: center
:alt:
Register By-Products
--------------------
With this control point type, you must register the serial/lot number of
the by-products that are manufactured. It is also only available with
routings.
With *Register By-Products*, it is required to register the serial/lot
number of the by-products that are manufactured.
.. note::
This type is only available when working with routings.
.. image:: media/control_points_17.png
:align: center
:alt:
.. image:: media/control_points_18.png
:align: center
:alt:
Print Label
-----------
This control point type allows you to print labels to add to the product
during the manufacturing process.
*Print Label*, as its name points out, allows printing labels to add
to the product during the manufacturing process.
.. image:: media/control_points_19.png
:align: center
:alt:
.. image:: media/control_points_20.png
:align: center
:align: center
:alt:
.. tip::
This process can be simplified by using a connected :doc:`printer <../../iot/devices/printer>`.

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