diff --git a/content/applications/inventory_and_mrp/inventory/management.rst b/content/applications/inventory_and_mrp/inventory/management.rst index f000f8fb7..eb06edb90 100644 --- a/content/applications/inventory_and_mrp/inventory/management.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery.rst b/content/applications/inventory_and_mrp/inventory/management/delivery.rst deleted file mode 100644 index 85390259a..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/delivery.rst +++ /dev/null @@ -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 diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/inventory_flow.rst b/content/applications/inventory_and_mrp/inventory/management/delivery/inventory_flow.rst deleted file mode 100644 index 2c9009230..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/inventory_flow.rst +++ /dev/null @@ -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` diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type.rst b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type.rst deleted file mode 100644 index 90d542b17..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type.rst +++ /dev/null @@ -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 diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type01.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type01.png deleted file mode 100644 index de409cbf3..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type02.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type02.png deleted file mode 100644 index 86029c077..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type03.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type03.png deleted file mode 100644 index a83f8535d..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type04.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type04.png deleted file mode 100644 index bf4c8b55a..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type04.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type05.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type05.png deleted file mode 100644 index 50078c08e..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type05.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type06.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type06.png deleted file mode 100644 index 6e60a4e20..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type06.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type07.png b/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type07.png deleted file mode 100644 index fe2770472..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/label_type/label_type07.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step.rst b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step.rst deleted file mode 100644 index e713bc5a6..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step.rst +++ /dev/null @@ -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 diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_01.png b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_01.png deleted file mode 100644 index b0b708550..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_02.png b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_02.png deleted file mode 100644 index 2b9c1c19c..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_03.png b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_03.png deleted file mode 100644 index 213b907a5..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_04.png b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_04.png deleted file mode 100644 index 8b53120b9..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_04.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_05.png b/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_05.png deleted file mode 100644 index 911275901..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/delivery/one_step/one_step_05.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/three_steps.rst b/content/applications/inventory_and_mrp/inventory/management/delivery/three_steps.rst deleted file mode 100644 index 1b22c5694..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/three_steps.rst +++ /dev/null @@ -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. 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-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. 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-================================================ - -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` diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step.rst b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step.rst deleted file mode 100644 index 37f2f24f7..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step.rst +++ /dev/null @@ -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 diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_01.png b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_01.png deleted file mode 100644 index 4a1db3dde..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_02.png b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_02.png deleted file mode 100644 index 7b8057038..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_03.png b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_03.png deleted file mode 100644 index ad0b56210..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_04.png b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_04.png deleted file mode 100644 index 211448adb..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_04.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_05.png b/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_05.png deleted file mode 100644 index 3705a4ee0..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/one_step/one_step_05.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps.rst b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps.rst deleted file mode 100644 index 8866bd080..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps.rst +++ /dev/null @@ -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 diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_01.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_01.png deleted file mode 100644 index ff3377e77..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_01.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_02.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_02.png deleted file mode 100644 index 5320536cf..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_02.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_03.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_03.png deleted file mode 100644 index 65477b699..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_03.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_04.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_04.png deleted file mode 100644 index 56d35c599..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_04.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_05.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_05.png deleted file mode 100644 index c317fbafe..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_05.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_06.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_06.png deleted file mode 100644 index 05164f6ba..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_06.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_07.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_07.png deleted file mode 100644 index 7583b01cf..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_07.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_08.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_08.png deleted file mode 100644 index 030e8bbd6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_08.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_09.png b/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_09.png deleted file mode 100644 index 1a1ee6883..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/incoming/three_steps/three_steps_09.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/incoming/two_steps.rst b/content/applications/inventory_and_mrp/inventory/management/incoming/two_steps.rst deleted file mode 100644 index 95fa2be98..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/incoming/two_steps.rst +++ /dev/null @@ -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. 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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) `_ + - `Push & Pull Rules (eLearning Tutorial) + `_ + +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 ` + +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 ` + +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 ` + - :ref:`Process deliveries in 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 diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst new file mode 100644 index 000000000..bc5c59129 --- /dev/null +++ b/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 +`, 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. 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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`. 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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 +`, 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. 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To +accomplish this, Odoo has a three-step process for receiving goods. + +In the three-step receipt process, products are received in an input area, then transferred to a +quality area for inspection. Products that pass the quality inspection are then transferred into +stock. The products are not available for further processing until they are transferred out of the +quality area and into stock. + +Configuration +============= + +Odoo is configured by default to :ref:`receive and deliver goods in one step +`, so the settings need to be changed in order to utilize +three-step receipts. 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:: receipts_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 receipts. Go to :menuselection:`Inventory +--> Configuration --> Warehouses`, and click :guilabel:`Edit` to edit the warehouse. Then, select +:guilabel:`Receive goods in input, then quality and then stock (3 steps)` for :guilabel:`Incoming +Shipments`. Then, :guilabel:`Save` the changes. + +.. image:: receipts_three_steps/three-step-receipt-settings.png + :align: center + :alt: Set incoming shipment option to receive in three steps. + +Activating three-step receipts and deliveries will create two new internal locations: +*Input* (WH/Input), and *Quality Control* (WH/Quality Control). 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 receipt in three steps (input + quality + stock) +========================================================== + +Create a purchase order +----------------------- + +In the :menuselection:`Purchase` application, create a new quote by clicking :guilabel:`Create`. +Select a :guilabel:`Vendor`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm +Order`. + +A :guilabel:`Receipt` smart button will appear in the top right, and the receipt will be associated +with the purchase order. Clicking on the :guilabel:`Receipt` smart button will show the receipt +order. + +.. image:: receipts_three_steps/three-step-purchase-receipt.png + :align: center + :alt: After confirming a purchase order, a Receipt smart button will appear. + +Process a receipt +----------------- + +One receipt and two internal transfers (one transfer to quality, and a subsequent transfer to stock) +will be created once the purchase order is confirmed. To view these transfers, go to +:menuselection:`Inventory --> Operations --> Transfers`. + +.. image:: receipts_three_steps/three-step-transfers.png + :align: center + :alt: The status of the three receipt transfers will show which operation is ready and which ones + are waiting another operation. + +The status of the receipt transferring the product to the input location will be :guilabel:`Ready`, +since the receipt must be processed before any other operation can occur. The status of the two +internal transfers will be :guilabel:`Waiting Another Operation`, since the transfers cannot be +processed until the linked step before each transfer is completed. + +The status of the first internal transfer to *quality* will only change to :guilabel:`Ready` when +the receipt has been marked :guilabel:`Done`. The status for the second internal transfer to *stock* +will be marked :guilabel:`Ready` only after the transfer to quality has been marked +:guilabel:`Done`. + +The receipt can also be found in the :menuselection:`Inventory` application. In the +:guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` smart button in the +:guilabel:`Receipts` kanban card. + +.. image:: receipts_three_steps/three-step-receive-kanban.png + :align: center + :alt: One Receipt ready to process in the Inventory Overview kanban view. + +Click on the 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_three_steps/validate-three-step-receipt.png + :align: center + :alt: Validate the receipt by clicking Validate, and the product will be transferred to the + WH/Quality location. + +Process a transfer to Quality Control +------------------------------------- + +Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the +product to :guilabel:`Quality Control`. In the :menuselection:`Inventory` :guilabel:`Overview` +dashboard, click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` +kanban card. + +.. image:: receipts_three_steps/three-step-quality-transfer.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 transfer and move the product to the :guilabel:`Quality +Control` location. Once the transfer is validated, the product is ready for the quality inspection, +but is not available for manufacturing or delivery orders. + +.. image:: receipts_three_steps/validate-three-step-quality-move.png + :align: center + :alt: Validate the internal transfer to move the item to the Quality Control location. + +Process a transfer to stock +=========================== + +Once the product is in the :guilabel:`Quality Control` location, the final internal transfer is +ready to move the product to :guilabel:`Stock`. In the :guilabel:`Inventory` overview dashboard, +click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` Kanban card. + +Click on the final :guilabel:`Transfer` associated with the purchase order, then click +:guilabel:`Validate` to complete the transfer 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. diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/multi-step-routes.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/multi-step-routes.png new file mode 100644 index 000000000..c8f016b1e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/multi-step-routes.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-purchase-receipt.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-purchase-receipt.png new file mode 100644 index 000000000..7751b64c1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-purchase-receipt.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-quality-transfer.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-quality-transfer.png new file mode 100644 index 000000000..77a119b49 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-quality-transfer.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receipt-settings.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receipt-settings.png new file mode 100644 index 000000000..3e3299c6a Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receipt-settings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receive-kanban.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receive-kanban.png new file mode 100644 index 000000000..5587598a7 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-receive-kanban.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-transfers.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-transfers.png new file mode 100644 index 000000000..5134743e9 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/three-step-transfers.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-quality-move.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-quality-move.png new file mode 100644 index 000000000..91690e987 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-quality-move.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-receipt.png b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-receipt.png new file mode 100644 index 000000000..cbeff7b56 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps/validate-three-step-receipt.png differ diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst b/content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst index 58a524c73..3ba75bad0 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst @@ -52,10 +52,8 @@ Shipments` and :guilabel:`Outgoing Shipments` by selecting between the :guilabel procurement process, and might differ for individual products or product categories. .. seealso:: - - :doc:`How to choose the right flow to handle receipts? - ` - - :doc:`How to choose the right inventory flow to handle delivery orders? - ` + - :doc:`How to choose the right flow to handle receipts and deliveries? + ` Under the :guilabel:`Resupply` heading, configure the method(s) for how the warehouse resupplies its inventory: diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation.rst b/content/applications/inventory_and_mrp/inventory/shipping/operation.rst index 433e4957b..0dfd89352 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping/operation.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping/operation.rst @@ -11,4 +11,6 @@ Shipping Operations operation/invoicing operation/multipack operation/labels + operation/label_type + operation/dropshipping operation/cancel diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst similarity index 77% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst index f5117b42e..af298fe7d 100644 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst @@ -11,13 +11,14 @@ inventory costs, including the price of operating warehouses. Configure products to be dropshipped ==================================== -To use dropshipping as a fulfillment strategy, navigate to the :guilabel:`Purchase` app and select -:menuselection:`Configuration --> Settings`. Under the :guilabel:`Logistics` heading, click the -:guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish. +To use dropshipping as a fulfillment strategy, navigate to the :menuselection:`Purchase` app and +select :menuselection:`Configuration --> Settings`. Under the :guilabel:`Logistics` heading, click +the :guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish. -Next, go to the :guilabel:`Sales` app, click :menuselection:`Products --> Products` and choose an -existing product or select :guilabel:`Create` to configure a new one. On the product page, make sure -that the :guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are enabled. +Next, go to the :menuselection:`Sales` app, click :menuselection:`Products --> Products` and choose +an existing product or select :guilabel:`Create` to configure a new one. On the :guilabel:`Product` +page, make sure that the :guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are +enabled. .. image:: dropshipping/sold-purchased-checkboxes.png :align: center @@ -43,13 +44,14 @@ Fulfill orders using dropshipping When a customer completes an online purchase for a dropshipped product, a sales order will be automatically created with an associated request for quotation (:abbr:`RFQ (Request for Quotation)`) -for the supplier. Sales orders can be viewed in the :guilabel:`Sales` app by selecting +for the supplier. Sales orders can be viewed in the :menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart button at the top right of a sales order to view the associated :abbr:`RFQ (Request for Quotation)`. .. tip:: - Dropship sales orders can also be created manually through the :guilabel:`Sales` app by selecting - :menuselection:`Orders --> Orders --> Create` and adding a product configured for dropshipping. + Dropship sales orders can also be created manually through the :menuselection:`Sales` app by + selecting :menuselection:`Orders --> Orders --> Create` and adding a product configured for + dropshipping. .. image:: dropshipping/dropship-sales-order.png :align: center @@ -72,8 +74,8 @@ quantity. :align: center :alt: Validate the dropship receipt after delivery. -To view all dropship orders, simply navigate to the :guilabel:`Inventory` dashboard and click the -teal :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card. +To view all dropship orders, simply navigate to the :menuselection:`Inventory` :guilabel:`Overview` +dashboard and click the teal :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card. .. image:: dropshipping/view-all-dropship-orders.png :align: center diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-purchase-order.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/dropship-purchase-order.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-purchase-order.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/dropship-purchase-order.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-sales-order.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/dropship-sales-order.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-sales-order.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/dropship-sales-order.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/enable-dropship-route.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/enable-dropship-route.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/enable-dropship-route.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/enable-dropship-route.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/product-vendor-config.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/product-vendor-config.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/product-vendor-config.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/product-vendor-config.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/sold-purchased-checkboxes.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/sold-purchased-checkboxes.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/sold-purchased-checkboxes.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/sold-purchased-checkboxes.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/validate-dropship-receipt.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/validate-dropship-receipt.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/validate-dropship-receipt.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/validate-dropship-receipt.png diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/view-all-dropship-orders.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/view-all-dropship-orders.png similarity index 100% rename from content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/view-all-dropship-orders.png rename to content/applications/inventory_and_mrp/inventory/shipping/operation/dropshipping/view-all-dropship-orders.png diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst new file mode 100644 index 000000000..87ff1edd5 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst @@ -0,0 +1,73 @@ +========================== +Change shipping label size +========================== + +Overview +======== + +In Odoo, there are a variety of different types of shipping labels that can be selected for delivery +orders. Depending on the types of shipping packages used, different label sizes may be more +appropriate, and can be configured to fit the package. + +Configuration +============= + +In the :menuselection:`Inventory` module, go to :menuselection:`Configuration --> Delivery --> +Shipping Methods.` Choose a delivery method and click :guilabel:`Edit`. For the following example, +*FedEx International* will be used. + +.. image:: label_type/shipping-options.png + :align: center + :alt: Different shipping methods. + +In the :guilabel:`Configuration` tab, under :guilabel:`Label Type`, choose one of the label types +available. The availability will vary depending on the carrier. :guilabel:`Save` the changes. + +.. image:: label_type/label-type-dropdown.png + :align: center + :alt: Select a label type. + +When a sales order with the corresponding shipping company is confirmed and a delivery order is +validated, the shipping label will be automatically created as a PDF and appear in the +:guilabel:`Chatter`. + +Create a sales order +==================== + +In the :menuselection:`Sales` application, click :guilabel:`Create` and select an international +customer. Click :guilabel:`Add A Product` and select an item. Click :guilabel:`Add Shipping`, select +a shipping method, then click :guilabel:`Get Rate`, and finally, click :guilabel:`Add`. + +.. image:: label_type/shipping-rate.png + :align: center + :alt: Add a shipping method and rate to a sales order. + +Once the quotation is confirmed by clicking :guilabel:`Confirm`, a :guilabel:`Delivery` smart button +will appear. + +.. image:: label_type/shipping-italy-so.png + :align: center + :alt: Delivery order smart button. + +Once the delivery order is validated by clicking :guilabel:`Validate` in the delivery order, the +shipping documents appear in the :guilabel:`Chatter`. + +.. image:: label_type/shipping-pdfs.png + :align: center + :alt: Shipping PDF documents. + +Example labels +============== + +The default :guilabel:`Label Type` is :guilabel:`Paper Letter`. An example of a FedEx letter sized +label is: + +.. image:: label_type/full-page-fedex.png + :align: center + :alt: Full page letter size FedEx shipping label. + +For comparison, an example of a FedEx bottom-half label is: + +.. image:: label_type/half-page-fedex.png + :align: center + :alt: Half page letter size FedEx shipping label. diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/full-page-fedex.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/full-page-fedex.png new file mode 100644 index 000000000..547f6174c Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/full-page-fedex.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/half-page-fedex.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/half-page-fedex.png new file mode 100644 index 000000000..4e015716d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/half-page-fedex.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/label-type-dropdown.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/label-type-dropdown.png new file mode 100644 index 000000000..4b990a925 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/label-type-dropdown.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-italy-so.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-italy-so.png new file mode 100644 index 000000000..4f703bbb0 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-italy-so.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-options.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-options.png new file mode 100644 index 000000000..b0cfb1960 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-options.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-pdfs.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-pdfs.png new file mode 100644 index 000000000..ef0d45eab Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-pdfs.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-rate.png b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-rate.png new file mode 100644 index 000000000..21afb0179 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping/operation/label_type/shipping-rate.png differ diff --git a/redirects/14.0.txt b/redirects/14.0.txt index cda47954b..54350ce95 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -42,8 +42,18 @@ applications/general/calendars/google/google_calendar_credentials.rst applicatio # applications/inventory -applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst +applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst applications/inventory_and_mrp/inventory/shipping/operation/dropshipping.rst # /inventory/management/incoming/* --> /shipping/operation/* +applications/inventory_and_mrp/inventory/management/incoming/handle_receipts.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/inventory_flow.rst # /inventory/management/incoming/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/delivery/inventory_flow.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/inventory_flow.rst # /inventory/management/delivery/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/delivery/label_type.rst applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst # /inventory/management/delivery/* --> /shipping/operation/* +applications/inventory_and_mrp/inventory/management/delivery/one_step.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_one_step.rst # /inventory/management/delivery/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/incoming/one_step.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_one_step.rst # /inventory/management/incoming/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/delivery/three_steps.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst # /inventory/management/delivery/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/delivery/two_steps.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst # /inventory/management/delivery/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/incoming/three_steps.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst # /inventory/management/incoming/* --> /management/shipments_deliveries/* +applications/inventory_and_mrp/inventory/management/incoming/two_steps.rst applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst # /inventory/management/incoming/* --> /management/shipments_deliveries/* applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst +applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst # applications/sales