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[IMP] Inventory: making targeted edits for 16

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closes odoo/documentation#7189

X-original-commit: 04401626e5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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Lara Martini (larm) 2023-05-09 12:36:07 -04:00 committed by Sam Lieber (sali)
parent 6667e3ec35
commit 64fabeb801
1 changed files with 15 additions and 13 deletions
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content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst
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@ -25,29 +25,31 @@ three-step receipts. First, make sure the *Multi-Step Routes* option is enabled
: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.
Next, the warehouse needs to be configured for three-step receipts. To do that, go to
:menuselection:`Inventory app --> Configuration --> Warehouses`, and select the desired warehouse to
be edited. Doing so reveals the detail form for that specific warehouse.
On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive goods in input, then
quality and then stock (3 steps)` for :guilabel:`Incoming Shipments`.
.. 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`.
Activating three-step receipts and deliveries creates two new internal locations: *Input*
(WH/Input), and *Quality Control* (WH/Quality Control). To rename these locations, go to
:menuselection:`Inventory app --> Configuration --> Locations`, then click on the desired location
to change (or update) the name.
Process a receipt in three steps (input + quality + stock)
==========================================================
Receive 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`.
To create a new :abbr:`RfQ (Request for Quotation)`, navigate to :menuselection:`Purchase app -->
New`, which reveals a blank :abbr:`RfQ (Request for Quotation)` form page. On this page, 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