[IMP] inventory: delivery orders and incoming shipments restructure

closes odoo/documentation#4336

X-original-commit: bea00ecb40
Related: odoo/odoo#120535
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>

content/applications/inventory_and_mrp/inventory/management.rst

@@ -11,8 +11,7 @@ Warehouse Management
    management/products
    management/warehouses
    management/inventory_adjustments
-   management/delivery
-   management/incoming
+   management/shipments_deliveries
    management/misc
    management/planning
    management/lots_serial_numbers

content/applications/inventory_and_mrp/inventory/management/delivery.rst

@@ -1,16 +0,0 @@
-:nosearch:
-
-===============
-Delivery Orders
-===============
-
-.. toctree::
-   :titlesonly:
-   :glob:
-
-   delivery/inventory_flow
-   delivery/one_step
-   delivery/two_steps
-   delivery/three_steps
-   delivery/dropshipping
-   delivery/label_type

content/applications/inventory_and_mrp/inventory/management/delivery/inventory_flow.rst

@@ -1,52 +0,0 @@
-=================================================================
-How to choose the right inventory flow to handle delivery orders?
-=================================================================
-
-Depending on factors such as the type of items you sell, the size of
-your warehouse, the number of orders you register everyday... the way you
-handle deliveries to your customers can vary a lot.
-
-Odoo allows you to handle shipping from your warehouse in 3 different
-ways:
-
--  **One step (shipping)**: Ship directly from stock
-
--  **Two steps (pick + ship)**: Bring goods to output location before
-   shipping
-
--  **Three steps (pick + pack + ship)**: Make packages into a dedicated
-   location, then bring them to the output location for shipping
-
-For companies having a rather small warehouse and that do not require
-high stock of items or don't sell perishable items, a one step shipping
-is the simplest solution, as it does not require a lot of configuration
-and allows to handle orders very quickly.
-
-Using inventory methods such as FIFO, LIFO and FEFO require to have at
-least two steps to handle a shipment. The picking method will be
-determined by the removal strategy, and the items removed will then be
-shipped to the customer. This method is also interesting if you hold
-larger stocks and especially when the items you stock are big in size.
-
-The three steps system becomes useful in more specific situations, the
-main one being for handling very large stocks. 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.
-
-Configuration
-=============
-
-One step flow
--------------
-
-Please read documentation on :doc:`one_step`
-
-Two steps flow
---------------
-
-Please read documentation on :doc:`two_steps`
-
-Three steps flow
-----------------
-
-Please read documentation on :doc:`three_steps`

content/applications/inventory_and_mrp/inventory/management/delivery/label_type.rst

@@ -1,53 +0,0 @@
-================================
-How can I change the label type?
-================================
-
-Overview
-========
-
-With Odoo, you can choose among different types of labels for your
-delivery orders. Follow the steps below and give an appropriate label
-type to your delivery.
-
-Configuration
-=============
-
-In the **Inventory** module, Go to **Configuration** and click on
-**Delivery methods**.
-
-Choose a delivery method and then click on **Edit**.
-
-.. image:: label_type/label_type01.png
-    :align: center
-
-In the **Pricing** tab, under **Fedex label stock type**, you can choose
-one of the label types available. The availability will vary depending
-on the carrier.
-
-.. image:: label_type/label_type02.png
-    :align: center
-
-Once this is done, you can see the result if you go to the Sales module
-and you create a new sale order.
-
-As you confirm the sale and validate the delivery with the carrier for
-which you have modified the label type, The label will appear in your
-history.
-
-.. image:: label_type/label_type03.png
-    :align: center
-
-.. image:: label_type/label_type04.png
-    :align: center
-
-.. image:: label_type/label_type05.png
-    :align: center
-
-The default label type is paper letter, and if you choose the label type
-bottom half for example, here is the difference :
-
-.. image:: label_type/label_type06.png
-    :align: center
-
-.. image:: label_type/label_type07.png
-    :align: center

content/applications/inventory_and_mrp/inventory/management/delivery/one_step.rst

@@ -1,55 +0,0 @@
-==============================================
-Process Delivery Orders in one Step (Shipping)
-==============================================
-
-There is no configuration needed to deliver in one step. The default
-outgoing shipments are configured to be directly delivered from the
-stock to the customers.
-
-However, if advanced routes have been activated and you set another
-shipping configuration on your warehouse, you can set it back to the
-one-step delivery configuration. Go to :menuselection:`Inventory --> Configuration --> Warehouses`
-and edit the warehouse in question.
-
-Then, choose *Deliver goods directly* as your *Outgoing Shipments*
-strategy.
-
-.. image:: one_step/one_step_01.png
-    :align: center
-
-Create a Sales Order
-====================
-
-In the *Sales* application, create a quotation with some storable
-products to deliver and confirm it.
-
-Notice that we now see 1 delivery associated with this *sales order*
-in the stat button above the sales order. If you click on the 1 Delivery
-stat button, you should now see your delivery order.
-
-.. image:: one_step/one_step_02.png
-    :align: center
-
-Process a Delivery
-==================
-
-You can also find the *delivery order* directly from the *Inventory*
-application. In the dashboard, you can click the *1 TO PROCESS* button
-under the Delivery Orders Kanban card.
-
-.. image:: one_step/one_step_03.png
-    :align: center
-
-Enter the picking that you want to process. You will be able to click on
-*Validate* to complete the move if you have products in stock.
-
-.. image:: one_step/one_step_04.png
-    :align: center
-
-Once you *Validate* the delivery order, the products leave your
-*WH/Stock location* and are moved to the *Customer location*. You
-can easily see that the delivery took place thanks to the status of the
-document which is now *Done*.
-
-.. image:: one_step/one_step_05.png
-    :align: center

content/applications/inventory_and_mrp/inventory/management/delivery/three_steps.rst

@@ -1,104 +0,0 @@
-===========================================================
-Process Delivery Orders in three Steps (Pick + Pack + Ship)
-===========================================================
-
-When an order goes to the shipping department for final delivery, Odoo
-is set up by default to utilize a one-step operation: once all goods are
-available, they are able to be shipped in a single delivery order.
-However, that process may not reflect reality and your company could
-require more steps before shipping.
-
-With the delivery in 3 steps (Pick + Pack + Ship), the items will be
-picked to be transferred to a packing area. Then, they will be moved to
-an output location before being effectively shipped to the customers.
-
-Activate Multi-Step Routes
-==========================
-
-The first step is to allow using *multi-step routes*. Indeed, routes
-provide a mechanism to chain different actions together. In this case,
-we will chain the picking step to the shipping step.
-
-To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
-activate the option. Note that activating *Multi-Step
-Routes* will also activate *Storage Locations*.
-
-.. image:: three_steps/three_steps_01.png
-    :align: center
-
-Configure Warehouse for Delivery in 3 Steps
-===========================================
-
-Once *Multi-Step Routes* has been activated, you can go to
-:menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which will use
-delivery in 3 steps. You can then select the option *Pack goods, send
-goods in output and then deliver (3 steps)* for *Outgoing Shipments*.
-
-.. image:: three_steps/three_steps_02.png
-    :align: center
-
-Activating this option will lead to the creation of two new locations,
-*Output* and *Packing Zone*. If you want to rename it go to :menuselection:`Inventory -->
-Configuration --> Locations`, *Select* the one you want to rename and update its name.
-
-Create a Sales Order
-====================
-
-In the *Sales* application, you can create a quotation with some
-storable products to deliver. Once you confirm the quotation, three
-pickings will be created and automatically linked to your sale order.
-
-.. image:: three_steps/three_steps_03.png
-    :align: center
-
-If you click the button, you should now see three different pickings:
-
-1. The first one with a reference PICK to designate the picking process,
-
-2. The second one with the reference PACK that is the packing process,
-
-3. The last one with a reference OUT to designate the shipping process.
-
-.. image:: three_steps/three_steps_04.png
-    :align: center
-
-Process the Picking, Packing, and Delivery
-==========================================
-
-The picking operation is the first one to be processed and has a
-*Ready* status while the other ones are *Waiting Another Operation*.
-The Packing operation will become *Ready* as soon as the picking one
-is marked as done.
-
-You can enter the picking operation from here, or access it through the
-inventory dashboard.
-
-.. image:: three_steps/three_steps_05.png
-    :align: center
-
-In case you have the product in stock, it has automatically been
-reserved and you can simply validate the picking document.
-
-.. image:: three_steps/three_steps_06.png
-    :align: center
-
-Once the picking has been validated, the packing order is ready to be
-processed. Thanks to the fact that the documents are chained, the
-products which have been previously picked are automatically reserved on
-the packing order which can be directly validated.
-
-.. image:: three_steps/three_steps_07.png
-    :align: center
-
-.. image:: three_steps/three_steps_08.png
-    :align: center
-
-Once the packing has been validated, the delivery order is ready to be
-processed. Here again, it is directly ready to be validated in order to
-transfer the products to the customer location.
-
-.. image:: three_steps/three_steps_09.png
-    :align: center
-
-.. image:: three_steps/three_steps_10.png
-    :align: center

content/applications/inventory_and_mrp/inventory/management/delivery/two_steps.rst

@@ -1,92 +0,0 @@
-==================================================
-Process Delivery Orders in two Steps (Pick + Ship)
-==================================================
-
-When an order goes to the shipping department for final delivery, Odoo
-is set up by default to utilize a one-step operation: once all goods are
-available, they are able to be shipped in a single delivery order.
-
-However, your company's business process may have one or more steps that
-happen before shipping. In the two steps process, the products which are
-part of the delivery order are picked in the warehouse and brought to an
-output location before being effectively shipped.
-
-Activate Multi-Step Routes
-==========================
-
-The first step is to allow using *multi-step routes*. Indeed, routes
-provide a mechanism to chain different actions together. In this case,
-we will chain the picking step to the shipping step.
-
-To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
-activate the option. Note that activating *Multi-Step Routes* will also
-activate *Storage Locations*.
-
-.. image:: two_steps/two_steps_01.png
-    :align: center
-
-Warehouse configuration
-=======================
-
-Once *Multi-Step Routes* has been activated, you can go to :menuselection:`Inventory -->
-Configuration --> Warehouse` and enter the warehouse which will use
-delivery in 2 steps. You can then select the option *Send goods in
-output and then deliver (2 steps)* for Outgoing Shipments.
-
-.. image:: two_steps/two_steps_02.png
-    :align: center
-
-Activating this option will lead to the creation of a new *Output*
-location. If you want to rename it go to :menuselection:`Inventory --> Configuration -->
-Locations`, Select Output and update its name.
-
-.. image:: two_steps/two_steps_03.png
-    :align: center
-
-Create a Sales Order
-====================
-
-In the *Sales* application, you can create a quotation with some
-storable products to deliver. Once you confirm the quotation, two
-pickings will be created and automatically linked to your sale order.
-
-.. image:: two_steps/two_steps_04.png
-    :align: center
-
-If you click on the *2 Delivery* button, you should now see two
-different pickings, one with a reference *PICK* to designate the
-picking process and another one with a reference *OUT* to designate
-the shipping process.
-
-.. image:: two_steps/two_steps_05.png
-    :align: center
-
-Process the Picking and the Delivery
-====================================
-
-The picking operation is the first one to be processed and has a
-*Ready* status while the delivery operation will only become *Ready*
-once the picking operation has been marked as done.
-
-You can enter the picking operation from here, or access it through the
-inventory dashboard.
-
-.. image:: two_steps/two_steps_06.png
-    :align: center
-
-In case you have the product in stock, it has automatically been
-reserved and you can simply validate the picking document.
-
-.. image:: two_steps/two_steps_07.png
-    :align: center
-
-Once the picking has been validated, the delivery order is ready to be
-processed. Thanks to the fact that the documents are chained, the
-products which have been previously picked are automatically reserved on
-the delivery order.
-
-.. image:: two_steps/two_steps_08.png
-    :align: center
-
-.. image:: two_steps/two_steps_09.png
-    :align: center

content/applications/inventory_and_mrp/inventory/management/incoming.rst

@@ -1,14 +0,0 @@
-:nosearch:
-
-==================
-Incoming Shipments
-==================
-
-.. toctree::
-   :titlesonly:
-   :glob:
-
-   incoming/handle_receipts
-   incoming/one_step
-   incoming/two_steps
-   incoming/three_steps

content/applications/inventory_and_mrp/inventory/management/incoming/handle_receipts.rst

@@ -1,69 +0,0 @@
-================================================
-How to choose the right flow to handle receipts?
-================================================
-
-Overview
-========
-
-Depending on factors such as the type of items you receive, the size of
-your warehouse, the number of receipt you register everyday... the way you
-handle receipts to your customers can vary a lot.
-
-Odoo allows you to handle receipts from your warehouse in 3 different
-ways:
-
--  **One step**: Receive goods directly in stock.
-
--  **Two steps**: Unload in input location then go to stock.
-
--  **Three steps**: Unload in input location, go through a quality control
-   before being admitted in stock.
-
-Odoo uses **routes** to define exactly how you will handle the different
-receipt steps. The configuration is done at the level of the warehouse.
-In standard, the reception is a one step process, but changing the
-configuration can allow to have 2 or even 3 steps.
-
-The principles are the following:
-
-1. **One step**: You receive the goods directly in your stock.
-
-2. **Two steps**: You receive the goods in an input area then transfer them
-   from input area to your stock. As long as the goods are not
-   transferred in your stock, they will not be available for further
-   processing.
-
-3. **Three steps**: 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. Adding a quality control step in the goods receipt
-   process can become essential.
-
-   You receive the goods in an input area, then transfer them into
-   quality area for quality control. When your quality check
-   process finishes then 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.
-
-Configuration
-=============
-
-One step flow
--------------
-
-This is the default configuration in Odoo.
-
-Two steps flow
---------------
-
-Please read documentation on :doc:`two_steps`
-
-Three steps flow
-----------------
-
-Please read documentation on :doc:`three_steps`
-
-.. seealso::
-   - :doc:`../delivery/inventory_flow`
-   - :doc:`/applications/inventory_and_mrp/purchase/advanced/analyze`

content/applications/inventory_and_mrp/inventory/management/incoming/one_step.rst

@@ -1,62 +0,0 @@
-=======================================
-Process a Receipt in one step (Receipt)
-=======================================
-
-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.
-
-However, if advanced routes have been activated and you set another
-incoming configuration on your warehouse, you can set it back to the
-one-step receipt configuration. To do so, go to :menuselection:`Configuration -->
-Warehouses` and edit the warehouse in question.
-
-Set the *Incoming Shipments* option to *Receive goods directly (1
-step)*.
-
-.. image:: one_step/one_step_01.png
-   :align: center
-
-Create a Purchase Order
-=======================
-
-To create a *Request for Quotation*, go to the *Purchase*
-application and click on *Create*. Then, add some storable products to
-receive and confirm the *RfQ*.
-
-Notice that, now, we see 1 receipt associated with the purchase order
-you just created. If you click on the button, you will see your receipt
-order.
-
-.. image:: one_step/one_step_02.png
-   :align: center
-
-Process a Receipt
-=================
-
-You can also fin the receipt directly from the *Inventory* app. When
-on the dashboard, you can click the *1 TO PROCESS* button under the
-*Receipts* Kanban card. Then, you will see your receipt.
-
-.. image:: one_step/one_step_03.png
-   :align: center
-
-Now, enter the picking that you want to process. You will be able to
-click on *Validate* to complete the move directly as products coming
-from suppliers are considered as being always available.
-
-.. note::
-   If you have :guilabel:`Storage Locations` activated, you can click the hamburger menu next to
-   the :guilabel:`Done quantity` to specify the location(s) where you are storing the received
-   product(s).
-
-.. image:: one_step/one_step_04.png
-   :align: center
-
-Once you *Validate* the receipt, the products leave the *Supplier
-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:: one_step/one_step_05.png
-   :align: center

content/applications/inventory_and_mrp/inventory/management/incoming/three_steps.rst

@@ -1,109 +0,0 @@
-==========================================================
-Process a Receipt in three steps (Input + Quality + Stock)
-==========================================================
-
-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 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 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
-
-Activate Multi-Step Routes
-==========================
-
-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 enable *Multi-Step Routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
-activate the option.
-
-.. image:: three_steps/three_steps_01.png
-   :align: center
-   :alt: View of the features to enable in order to use multi-step routes for goods reception
-
-.. note::
-         By default, activating *Multi-Step Routes* also activates *Storage
-         Locations*.
-
-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:: three_steps/three_steps_02.png
-   :align: center
-   :alt: View of the incoming shipment strategy to choose to receive goods in three steps
-
-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.
-
-Create a Purchase 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:
-
-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:: three_steps/three_steps_03.png
-   :align: center
-   :alt: View of the three moves created by the purchase of products in three steps strategy
-
-Process the receipt, quality control and entry in stock
-=======================================================
-
-As the receipt operation is the first one to be processed, it has a *Ready* status while the others
-are *Waiting Another Operation*.
-
-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:: three_steps/three_steps_04.png
-   :align: center
-   :alt: View of the button to click to see the receipts that need to be processed
-
-In the receipt order, products are always considered available because they come from the supplier.
-Then, the receipt can be validated.
-
-.. image:: three_steps/three_steps_05.png
-   :align: center
-   :alt: View of the move (internal transfer) from the reception area to the warehouse input area
-
-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:: three_steps/three_steps_06.png
-   :align: center
-   :alt: View of the button to click to see the internal transfers that need to be processed
-
-.. image:: three_steps/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:: three_steps/three_steps_08.png
-   :align: center
-   :alt: View of the button to click to see the internal transfers that need to be processed
-
-.. image:: three_steps/three_steps_09.png
-   :align: center
-   :alt: View of the move (internal transfer) from the quality control area to the stock

content/applications/inventory_and_mrp/inventory/management/incoming/two_steps.rst

@@ -1,97 +0,0 @@
-==============================================
-Process a Receipt in two steps (Input + Stock)
-==============================================
-
-Configuration
-=============
-
-Odoo uses routes to define exactly how you will handle the different
-receipt steps. The configuration is done at the *Warehouse* level. By
-default, the reception is a one-step process, but changing the
-configuration can allow you to have 2 steps.
-
-The 2 steps flow is like this: you receive the goods in an input area,
-then transfer them to your stock. As long as the goods are not
-transferred in your stock, they will not be available for further
-processing.
-
-Activate Multi-Step Routes
-==========================
-
-The first step is to allow using *multi-step routes*. Indeed, routes
-provide a mechanism to chain different actions together. In this case,
-we will chain the unload step in the input area to the step entering the
-products in stock.
-
-To allow *multi-step routes*, go to :menuselection:`Configuration --> Settings` and
-activate the feature. By default, activating *multi-step routes* will
-also activate *Storage Locations*.
-
-.. image:: two_steps/two_steps_01.png
-   :align: center
-
-Configure warehouse for receipt in 2 steps
-==========================================
-
-Once *multi-step routes* is activated, you can go to :menuselection:`Configuration -->
-Warehouse` and enter the warehouse which will use receipt in 2 steps.
-Then, you can select the option *Receive goods in input and then stock
-(2 steps)* for *Incoming Shipments*.
-
-.. image:: two_steps/two_steps_02.png
-   :align: center
-
-Activating this option will lead to the creation of a new *Input*
-location. If you want to rename it, you can go to :menuselection:`Configuration -->
-Locations --> Select Input` and update its name.
-
-.. image:: two_steps/two_steps_03.png
-   :align: center
-
-Create a purchase order
-=======================
-
-In the *Purchase* application, you can create a *Request for
-Quotation* with some storable products to receive from a supplier. Once
-the *RfQ* is confirmed, the receipt picking will be created and
-automatically linked to your purchase order.
-
-.. image:: two_steps/two_steps_04.png
-   :align: center
-
-Now, by clicking on the *1 Receipt* button, you will see the first
-picking which will allow entering the product in the *input location*.
-Then, another picking, an internal transfer, has been created in order
-to move the products to *Stock*.
-
-Process the receipt and the internal transfer
-=============================================
-
-The receipt is the first one to be processed and has a *Ready* status
-while the internal transfer will only become *Ready* once the receipt
-has been marked as *Done*.
-
-You can enter the receipt operation from the purchase order, or access
-it through the inventory dashboard.
-
-.. image:: two_steps/two_steps_05.png
-   :align: center
-
-By default, a receipt is always considered as ready to be processed.
-Then, you will be able to directly click on *Validate* to mark it as
-done.
-
-.. image:: two_steps/two_steps_06.png
-   :align: center
-
-Once the receipt has been validated, the internal transfer is ready to
-be processed. As documents are chained, the products which have been
-received are automatically reserved on the internal transfer. Once the
-transfer is validated, those products enter the stock and you will be
-able to use them to fulfill customer deliveries or manufacture products.
-
-.. image:: two_steps/two_steps_07.png
-   :align: center
-
-.. image:: two_steps/two_steps_08.png
-   :align: center

content/applications/inventory_and_mrp/inventory/management/shipments_deliveries.rst

@@ -0,0 +1,101 @@
+:show-content:
+:show-toc:
+
+======================================
+Incoming shipments and delivery orders
+======================================
+
+There are several ways to handle how a warehouse receives products (receipts) and ships products
+(deliveries). Depending on several factors, such as the type of products stocked and sold, warehouse
+size, and the amount of daily confirmed receipts and delivery orders, the way products are handled
+when coming in and out of the warehouse can vary a lot. Different settings can be configured for
+receipts and deliveries; they do not have to be configured to have the same number of steps.
+
+.. seealso::
+   - `Using Routes (eLearning Tutorial) <https://www.odoo.com/slides/slide/using-routes-1018>`_
+   - `Push & Pull Rules (eLearning Tutorial)
+     <https://www.odoo.com/slides/slide/push-pull-rules-1024>`_
+
+Choosing the right inventory flow to handle receipts and deliveries
+===================================================================
+
+By default, Odoo handles shipping and receiving in three different ways: in one, two, or three
+steps. The simplest configuration is one step, which is the default. Each additional step required
+for a warehouse for either the receiving or shipping process will add an additional layer of
+operations to perform before a product is either received or shipped. These configurations depend
+entirely on the requirements for the products stored, such as performing quality checks on received
+products, or using special packaging on shipped products.
+
+One-step flow
+-------------
+
+The receiving and shipping rules for a one-step configuration are as follows:
+
+- **Receipt**: Receive products directly into stock. No intermediate steps between receipt and stock
+  occur, such as a transfer to a quality control location.
+- **Shipping**: Ship products directly from stock.  No intermediate steps between stock and shipping
+  occur, such as a transfer to a packing location.
+- Can only be used if not using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First
+  Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategies.
+- Receipts and/or deliveries are handled quickly.
+- Recommended for small warehouses with low stock levels, and for non-perishable items.
+- Items are received or shipped directly into/from stock.
+
+.. seealso::
+   :ref:`Process receipts and deliveries in one step <inventory/receipts_delivery_one_step>`
+
+Two-step flow
+-------------
+
+The receiving and shipping rules for a two-step configuration are as follows:
+
+- **Input + stock**: Bring products to an input location *before* moving into stock. Products can be
+  organized by different internal storage locations, such as various shelves, freezers, and locked
+  areas, before being stocked in the warehouse.
+- **Pick + ship**: Bring products to an output location before shipping. Packages can be organized
+  by different carriers or shipping docks before being shipped.
+- Minimum requirement to use lot numbers or serial numbers to track products with a
+  :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)` or
+  :abbr:`FEFO (First Expired, First Out)` removal strategy.
+- Recommended for larger warehouses with high stock levels, or when stocking large items (such as
+  mattresses, large furniture, heavy machinery, etc.).
+- Products received will not be available for manufacturing, shipping, etc., until they are
+  transferred into stock.
+
+.. seealso::
+   :ref:`Process receipts and deliveries in two steps <inventory/receipts_delivery_two_steps>`
+
+Three-step flow
+---------------
+
+The receiving and shipping rules for a three-step configuration are as follows:
+
+- **Input + quality + stock**: Receive products at the input location, transfer them to a quality
+  control area, and move the ones that pass inspection into stock.
+- **Pick + pack + ship**: Pick products according to their removal strategy, pack them in a
+  dedicated packing area, and bring them to an output location for shipping.
+- Can be used when tracking products by lot or serial numbers when using a :abbr:`FIFO (First In,
+  First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal
+  strategy.
+- Recommended for very large warehouses with very high stock levels.
+- Required for any warehouse needing to perform quality control inspections before receiving items
+  into stock.
+- Products received will not be available for manufacturing, shipping, etc., until they are
+  transferred into stock.
+
+.. seealso::
+   - :ref:`Process receipts in three steps <inventory/receipts_three_steps>`
+   - :ref:`Process deliveries in three steps <inventory/delivery_three_steps>`
+
+Inventory flow table of contents
+================================
+
+.. toctree::
+   :titlesonly:
+   :glob:
+   :name: inventory_flow_toc
+
+   shipments_deliveries/receipts_delivery_one_step
+   shipments_deliveries/receipts_delivery_two_steps
+   shipments_deliveries/receipts_three_steps
+   shipments_deliveries/delivery_three_steps

content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst

@@ -0,0 +1,138 @@
+=================================
+Process deliveries in three steps
+=================================
+
+.. _inventory/delivery_three_steps:
+
+Some companies process large amounts of deliveries every day, many of which include multiple
+products or require special packaging. To make this efficient, a packing step is needed before
+shipping out products. For this, Odoo has a three step process for delivering goods.
+
+In the default three-step delivery process, products that are part of a delivery order are picked in
+the warehouse according to their removal strategy, and brought to a packing zone. After the items
+have been packed into the different shipments in the packing zone, they are brought to an output
+location before being shipped. These steps can be modified if they do not fit the needs of the
+business.
+
+Configuration
+=============
+
+Odoo is configured by default to :ref:`receive and deliver goods in one step
+<inventory/receipts_delivery_one_step>`, so the settings need to be changed in order to utilize
+three step deliveries. First, make sure the *Multi-Step Routes* option is enabled in
+:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
+:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
+
+.. image:: delivery_three_steps/multi-step-routes.png
+   :align: center
+   :alt: Activate multi-step routes and storage locations in inventory settings.
+
+Next, the warehouse needs to be configured for three step deliveries. To do this, go to
+:menuselection:`Inventory --> Configuration --> Warehouses`, and click :guilabel:`Edit` to edit the
+:guilabel:`Warehouse`. Then, select :guilabel:`Pack goods, send goods in output and then deliver
+(3 steps)` for :guilabel:`Outgoing Shipments`. Then :guilabel:`Save` the changes.
+
+.. image:: delivery_three_steps/three-step-warehouse-config.png
+   :align: center
+   :alt: Set outgoing shipment option to deliver in three steps.
+
+Activating three-step receipts and deliveries will create two new internal locations: a
+*Packing Zone* (WH/Packing Zone), and *Output* (WH/Output). To rename these locations, go to
+:menuselection:`Configuration --> Locations`, select the :guilabel:`Location` to change, click
+:guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`.
+
+Process a delivery order in three steps (pick + pack + ship)
+============================================================
+
+Create a sales order
+--------------------
+
+In the :menuselection:`Sales` application, create a new quote by clicking :guilabel:`Create`. Select
+a :guilabel:`Customer`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm`.
+
+A :guilabel:`Delivery` smart button will appear in the top right. Clicking on it will show the
+picking order, packing order, and the delivery order, which are all associated with the sales order.
+
+.. image:: delivery_three_steps/three-step-delivery-so.png
+   :align: center
+   :alt: After confirming the sales order, the Delivery smart button appears showing three items
+         associated with it.
+
+Process a picking
+-----------------
+
+The picking, packing, and delivery orders will be created once the sales order is confirmed.  To
+view these transfers, go to :menuselection:`Inventory --> Operations --> Transfers`.
+
+.. image:: delivery_three_steps/three-step-delivery-transfers.png
+   :align: center
+   :alt: Ready status for the pick operation while the packing and delivery operations are waiting
+         another operation.
+
+The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
+before it can be packed. The status of the packing order and delivery order will both be
+:guilabel:`Waiting Another Operation`, since the packing and delivery cannot happen until the
+picking is completed. The status of the delivery order will only change to :guilabel:`Ready` when
+the packing has been marked :guilabel:`Done`.
+
+The receipt can also be found in the *Inventory* application. In the :guilabel:`Overview` dashboard,
+click the :guilabel:`1 To Process` smart button in the :guilabel:`Pick` kanban card.
+
+.. image:: delivery_three_steps/three-step-kanban-pick.png
+   :align: center
+   :alt: The pick order can be seen in the Inventory Kanban view.
+
+Click on the picking to process. If the product is in stock, Odoo will automatically reserve the
+product. Click :guilabel:`Validate` to mark the picking as done, and complete the transfer to the
+:guilabel:`Packing Zone`. Then the packing order will be ready. Since the documents are linked, the
+products which have been previously picked are automatically reserved on the packing order.
+
+.. image:: delivery_three_steps/validate-three-step-pick.png
+   :align: center
+   :alt: Validate the picking by clicking Validate.
+
+Process a packing
+-----------------
+
+The packing order will be ready to be processed once the picking is completed, and can be found in
+the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
+Process` smart button in the :guilabel:`Pack` kanban card.
+
+.. image:: delivery_three_steps/three-step-kanban-pack.png
+   :align: center
+   :alt: The packing order can be seen in the Inventory kanban view.
+
+Click on the packing order associated with the sales order, then click on :guilabel:`Validate` to
+complete the packing.
+
+.. image:: delivery_three_steps/validate-three-step-pack.png
+   :align: center
+   :alt: Click Validate on the packing order to transfer the product from the packing zone to the
+         output location.
+
+Once the packing order is validated, the product leaves the :guilabel:`WH/Packing Zone` location and
+moves to the :guilabel:`WH/Output` location. Then, the status of the document will change to
+:guilabel:`Done`.
+
+Process a delivery
+------------------
+
+The delivery order will be ready to be processed once the packing is completed, and can be found in
+the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
+Process` smart button in the :guilabel:`Delivery Orders` kanban card.
+
+.. image:: delivery_three_steps/three-step-kanban-delivery.png
+   :align: center
+   :alt: The delivery order can be seen in the Delivery Orders Kanban view.
+
+Click on the delivery order associated with the sales order, then click on :guilabel:`Validate` to
+complete the move.
+
+.. image:: delivery_three_steps/three-step-delivery-out.png
+   :align: center
+   :alt: Click Validate on the delivery order to transfer the product from the output location to
+         the customer location.
+
+Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location and
+moves to the :guilabel:`Partners/Customers` location. Then, the status of the document will change
+to :guilabel:`Done`.

content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_one_step.rst

@@ -0,0 +1,128 @@
+===========================================
+Process receipts and deliveries in one step
+===========================================
+
+.. _inventory/receipts_delivery_one_step:
+
+By default, incoming shipments are configured to be received directly into stock, and outgoing
+shipments are configured to be delivered directly from stock to the customer; the default setting
+for warehouses in Odoo is one step receipts and deliveries.
+
+.. note::
+   Incoming and outgoing shipments do not need to be configured with the same steps. For example,
+   products can be received in one step, but shipped in three steps.
+
+In the following example, one step will be used for both receipts and deliveries.
+
+Configure the warehouse
+=======================
+
+If another receiving or shipping configuration is set on the warehouse, they can easily be set back
+to the one step setting.
+
+Begin by navigating to :menuselection:`Inventory --> Configuration -->
+Warehouses`, click on the desired warehouse, and click :guilabel:`Edit`. Next, on the
+:guilabel:`Warehouse Configuration` tab, under the :guilabel:`Shipments` section, select
+:guilabel:`Receive goods directly (1 step)` for :guilabel:`Incoming Shipments` and/or
+:guilabel:`Deliver goods directly (1 step)` for :guilabel:`Outgoing Shipments`, and :guilabel:`Save`
+the changes to finish.
+
+.. image:: receipts_delivery_one_step/one-step-warehouse-config.png
+   :align: center
+   :alt: Set incoming and outgoing shipment options to receive and deliver in one step.
+
+Receive goods directly (1 step)
+===============================
+
+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
+storable :guilabel:`Product` to the order lines, and click :guilabel:`Confirm Order` to finalize the
+quote as a new 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 for the purchase order.
+
+.. image:: receipts_delivery_one_step/one-step-po-receipt.png
+   :align: center
+   :alt: Receipt smart button appears on the confirmed purchase order.
+
+.. tip::
+   Purchase order receipts can also be found in the :menuselection:`Inventory` application. In
+   the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
+   :guilabel:`Receipts` kanban card.
+
+   .. image:: receipts_delivery_one_step/one-step-to-process-btn.png
+      :align: center
+      :alt: Receipt kanban card's 1 to Process smart button.
+
+Process the receipt
+-------------------
+
+When viewing the receipt (associated with the purchase order above), click :guilabel:`Validate` to
+then complete the receipt.
+
+.. image:: receipts_delivery_one_step/one-step-po-validate.png
+   :align: center
+   :alt: Validate the purchase order via the Validate smart button.
+
+.. note::
+   If :guilabel:`Storage Locations` are activated, clicking the :guilabel:`≣ (bullet list)` details
+   icon next to the :guilabel:`🗑️ (trash)` delete icon enables the :guilabel:`Detailed Operations`
+   screen to pop-up. This allows the location(s) to be specified for the received product(s).
+
+   .. image:: receipts_delivery_one_step/receive-storage-location.png
+      :align: center
+      :alt: Select the Storage Location for the products being received in the Detailed Operations
+            pop-up.
+
+Once the receipt is validated, the product leaves the :guilabel:`Supplier Location` and enters the
+:guilabel:`WH/Stock Location`. Once it arrives here, it will be available for manufacturing, sales,
+etc. Then, the status of the document will change to :guilabel:`Done`, thus completing the reception
+process in one step.
+
+Deliver goods directly (1 step)
+===============================
+
+Create a sales order
+--------------------
+
+Start my navigating to the main :menuselection:`Sales` app dashboard, and make a new quote by
+clicking :guilabel:`Create`. Then select (or create) a :guilabel:`Customer` from the drop-down
+field, add a storable :guilabel:`Product` that is in stock to the order lines, and click
+:guilabel:`Confirm` to finalize the quotation as a sales 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 for the purchase 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 order for the sales order.
+
+.. image:: receipts_delivery_one_step/one-step-sales-order.png
+   :align: center
+   :alt: The Delivery smart button appears after the sales order is confirmed.
+
+.. tip::
+   Delivery orders can also be found in the :menuselection:`Inventory` application. In the
+   :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
+   :guilabel:`Delivery Orders` kanban card.
+
+   .. image:: receipts_delivery_one_step/one-step-delivery-to-process.png
+      :align: center
+      :alt: Delivery Orders kanban card's 1 to Process smart button.
+
+Process the delivery
+--------------------
+
+When viewing the delivery order (associated with the sales order above), click :guilabel:`Validate`
+to then complete the delivery.
+
+.. image:: receipts_delivery_one_step/validate-one-step-sales-order.png
+   :align: center
+   :alt: Validate the delivery order.
+
+Once the picking order is validated, the product leaves the :guilabel:`WH/Stock location` and moves
+to the :guilabel:`Partners/Customers location`. Then, the status of the document will change to
+:guilabel:`Done`, thus completing delivery in one step.

content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst

@@ -0,0 +1,221 @@
+============================================
+Process receipts and deliveries in two steps
+============================================
+
+.. _inventory/receipts_delivery_two_steps:
+
+Depending on a company's business processes, multiple steps may be needed before receiving or
+shipping products. In the two-step receipt process, products are received in an input area, then
+transferred to stock. Two-step receipts work best when various storage locations are being used,
+such as locked or secured areas, freezers and refrigerators, or various shelves.
+
+Products can be sorted according to where they are going to be stored, and employees can stock all
+the products going to a specific location. The products are not available for further processing
+until they are transferred into stock.
+
+In the two-step delivery process, products that are part of a delivery order are picked from the
+warehouse according to their removal strategy, and brought to an output location before being
+shipped.
+
+One situation where this would be useful is when using either a :abbr:`FIFO (First In, First Out)`,
+:abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategy,
+where the products that are being picked need to be selected based on their receipt date or
+expiration date.
+
+Odoo is configured by default to :ref:`receive and deliver goods in one step
+<inventory/receipts_delivery_one_step>`, so the settings need to be changed in order to utilize
+two-step receipts and deliveries. Incoming and outgoing shipments do not need to be set to have the
+same steps. For example, products can be received in two steps, but shipped in one step. In the
+following example, two steps will be used for both receipts and deliveries.
+
+Configure multi-step routes
+===========================
+
+First, make sure the :guilabel:`Multi-Step Routes` option is enabled in :menuselection:`Inventory
+--> Configuration --> Settings`, under the ::guilabel:`Warehouse` heading. After enabling the
+setting, :guilabel:`Save` the changes.
+
+.. note::
+   Activating the :guilabel:`Multi-Step Routes` setting will also activate the :guilabel:`Storage
+   Locations` feature.
+
+.. image:: receipts_delivery_two_steps/multi-step-routes.png
+   :align: center
+   :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
+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.
+
+.. image:: receipts_delivery_two_steps/two-step-warehouse-config.png
+   :align: center
+   :alt: Set incoming and outgoing shipment options to receive and deliver in two steps.
+
+.. tip::
+   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.
+
+Process a receipt in two steps (input + stock)
+==============================================
+
+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
+storable :guilabel:`Product` to the order lines, and click :guilabel:`Confirm Order` to finalize the
+quote as a new purchase order.
+
+.. important::
+   For businesses with multiple warehouses that have different step configurations, the
+   :guilabel:`Deliver To` field on the ::abbr:`PO (Purchase Order)` form may need to be specifed as
+   the correct *input location* connected to the two-step warehouse, which can be done by selecting
+   the warehouse from the drop-down selection that includes the `Receipts` label at the end of the
+   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.
+
+.. image:: receipts_delivery_two_steps/two-step-po-receipt.png
+   :align: center
+   :alt: After confirming a purchase order, a Receipt smart button will appear.
+
+.. tip::
+   Purchase order receipts can also be found in the :menuselection:`Inventory` application. In
+   the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
+   :guilabel:`Receipts` kanban card.
+
+   .. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png
+      :align: center
+      :alt: One receipt ready to process in the Inventory Overview kanban view.
+
+Process the receipt
+-------------------
+
+The receipt and internal transfer will be created once the purchase order is confirmed. The status
+of the receipt will be :guilabel:`Ready`, since the receipt must be processed first. The status of
+the internal transfer will be :guilabel:`Waiting Another Operation`, since the transfer cannot
+happen until the receipt is completed. The status of the internal transfer will only change to
+:guilabel:`Ready` once the receipt has been marked as :guilabel:`Done`.
+
+Click on the :guilabel:`Receipt` associated with the purchase order, then click :guilabel:`Validate`
+to complete the receipt and move the product to the :guilabel:`Input Location`.
+
+.. image:: receipts_delivery_two_steps/validate-two-step-receipt.png
+   :align: center
+   :alt: Validate the receipt by clicking Validate, then the product will be transferred to the
+         WH/Input location.
+
+Process the internal transfer
+-----------------------------
+
+Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the
+product into stock. Navigate to the :menuselection:`Inventory` app, and on the :guilabel:`Inventory
+Overview` dashboard, click the :guilabel:`# To Process` smart button in the :guilabel:`Internal
+Transfers` kanban card.
+
+.. image:: receipts_delivery_two_steps/transfer-two-step-kanban.png
+   :align: center
+   :alt: One Internal Transfer ready to process in the Inventory Overview kanban view.
+
+Click on the :guilabel:`Transfer` associated with the purchase order, then click
+:guilabel:`Validate` to complete the receipt and move the product to stock. Once the transfer is
+validated, the product enters the stock and is available for customer deliveries or manufacturing
+orders.
+
+.. image:: receipts_delivery_two_steps/two-step-validate-transfer.png
+   :align: center
+   :alt: Validate the internal transfer to move the item to stock.
+
+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
+click :guilabel:`Confirm`.
+
+After confirming the ::abbr:`SO (Sales Order)`, a :guilabel:`Receipt` smart button will appear in
+the top-right corner of the :abbr:`PO (Sales Order)` form — click it to reveal the associated
+receipt.
+
+.. image:: receipts_delivery_two_steps/two-step-sales-quote.png
+   :align: center
+   :alt: After confirming the sales order, the Delivery smart button appears showing two items
+         associated with it.
+
+.. tip::
+   Sales order receipts can also be found in the :menuselection:`Inventory` application. In the
+   :guilabel:`Overview` dashboard, click the :guilabel:`# To Process` smart button in the
+   :guilabel:`Pick` kanban card.
+
+   .. image:: receipts_delivery_two_steps/two-step-pick-kanban.png
+      :align: center
+      :alt: The pick order can be seen in the Inventory kanban view.
+
+Process the picking
+-------------------
+
+The picking and delivery order will be created once the sales order is confirmed. When the
+:guilabel:`Delivery` smart button appears, click it to arrive to the :guilabel:`Transfers`
+dashboard, which lists both the picking and the delivery orders.
+
+The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
+before it can be shipped. The status of the delivery order will be :guilabel:`Waiting Another
+Operation`, since the delivery cannot happen until the picking is completed. The status of the
+delivery order will only change to :guilabel:`Ready` once the picking has been marked as
+:guilabel:`Done`.
+
+.. image:: receipts_delivery_two_steps/two-step-status.png
+   :align: center
+   :alt: Ready status for the pick operation while the delivery operation is Waiting Another
+         Operation.
+
+Click on the picking delivery order to begin processing it. If the product is in stock, Odoo will
+automatically reserve the product. Click :guilabel:`Validate` to mark the picking as
+:guilabel:`Done`, then the delivery order will be ready for processing. Since the documents are
+linked, the products which have been previously picked are automatically reserved on the delivery
+order.
+
+.. image:: receipts_delivery_two_steps/validate-two-step-pick.png
+   :align: center
+   :alt: Validate the picking by clicking Validate.
+
+Process the delivery
+--------------------
+
+The delivery order will be ready to be processed once the picking is completed, and can be found in
+the :menuselection:`Inventory` application, on the :guilabel:`Inventory Overview` dashboard. Click
+the :guilabel:`# To Process` smart button in the :guilabel:`Delivery Orders` kanban card to begin.
+
+.. tip::
+   The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by
+   clicking on the ::guilabel:`Delivery` smart button again, and choosing the delivery order on the
+   ::guilabel:`Transfers` page (which should now be marked as ::guilabel:`Ready`).
+
+.. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png
+   :align: center
+   :alt: The delivery order can be seen in the Inventory Kanban view.
+
+Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then click on
+:guilabel:`Validate` to complete the move.
+
+.. image:: receipts_delivery_two_steps/validate-two-step-delivery.png
+   :align: center
+   :alt: Click Validate on the delivery order to transfer the product from the output location to
+         the customer location.
+
+Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the
+:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then,
+the status of the document will change to :guilabel:`Done`.