[IMP] update 3 step receipts doc

closes odoo/documentation#8953

X-original-commit: ba2a95a3d5
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2024-04-18 10:40:05 -04:00
parent aed1667cdc
commit 6795b82384
15 changed files with 41 additions and 57 deletions

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@ -21,7 +21,7 @@ three-step receipts. First, make sure the *Multi-Step Routes* option is enabled
: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
.. image:: receipts_three_steps/receipts-three-steps-multi-step-routes.png
:align: center
:alt: Activate multi-step routes and storage locations in Inventory settings.
@ -32,7 +32,7 @@ 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
.. image:: receipts_three_steps/receipts-three-steps-incoming-shipments.png
:align: center
:alt: Set incoming shipment option to receive in three steps.
@ -55,77 +55,61 @@ A :guilabel:`Receipt` smart button will appear in the top right, and the receipt
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
.. image:: receipts_three_steps/receipts-three-steps-smart-button.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`.
Once the purchase order (PO) is confirmed, a receipt (`WH/IN`) operation is generated and ready to
process.
.. image:: receipts_three_steps/three-step-transfers.png
The receipt can be confirmed from the original purchase order form, or it can be accessed by
navigating to the :menuselection:`Inventory app`, and locating the :guilabel:`Receipts` task card.
Click the :guilabel:`# To Process` button to reveal all incoming receipts to process. Click the
receipt associated with the previous purchase order.
Click :guilabel:`Validate` to validate the receipt, and move the product to the destination
location, :guilabel:`WH/Input`.
.. image:: receipts_three_steps/receipts-three-steps-receipt-form.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.
:alt: Receipt operation for product being moved to WH/Input 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.
Once the receipt has been validated, an internal transfer operation to move the product to quality
control is ready to process.
.. image:: receipts_three_steps/three-step-quality-transfer.png
Click :guilabel:`Inventory Overview` in the breadcrumbs to navigate back to the dashboard, and
locate the :guilabel:`Internal Transfers` task card.
Select the :guilabel:`# To Process` button to reveal all internal transfers to process. Then, choose
the internal transfer associated with the validated receipt.
Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
:guilabel:`WH/Input` to :guilabel:`WH/Quality Control`.
.. image:: receipts_three_steps/receipts-three-steps-internal-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.
:alt: Internal transfer for product being moved to quality control zone.
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.
Once the internal transfer to move the product to quality control has been validated, another
internal transfer operation to move the product into warehouse stock is ready to process.
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.
Click :guilabel:`YourCompany: Internal Transfers` in the breadcrumbs to reveal the list of all
internal transfers to process. Then, select the new internal transfer to move the product from
`WH/Quality Control` to `WH/Stock`.
Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
:guilabel:`WH/Quality Control` to :guilabel:`WH/Stock`.
.. image:: receipts_three_steps/receipts-three-steps-second-transfer.png
:align: center
:alt: Internal transfer for product being moved to warehouse stock.