[IMP] inventory: V13 changes for the "three-steps delivery" doc
[IMP] inventory: V13 changes for the "three-steps delivery" doc
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@ -1,163 +1,114 @@
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===================================================================
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How to process delivery orders in three steps (pick + pack + ship)?
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===================================================================
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==========================================================
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Process a Receipt in three steps (Input + Quality + Stock)
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==========================================================
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Overview
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========
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In many companies, it is necessary to assess the received good. The goal
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is to check that the products correspond to the quality requirements
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agreed with the suppliers. Therefore, adding a *quality control step*
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in the goods receipt process can become essential.
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When an order goes to the shipping department for final delivery, Odoo
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is set up by default on a **one-step** operation: once all goods are
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available, they can be shipped in bulk in a single delivery order.
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However, that process may not reflect the reality and your company may
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require more steps before shipping.
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Odoo uses routes to define exactly how you will handle the different
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receipt steps. The configuration is done at the level of the warehouse.
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By default, the reception is a one-step process, but changing the
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configuration can allow having 3 steps.
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With the **three steps** process (**Pick + Pack + Ship**), the items are
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transferred to a packing area, where they will be assembled by area of
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destination, and then set to outbound trucks for final delivery to the
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customers.
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The 3-steps flow is as follows: You receive the goods in an input area,
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then transfer them into a quality area for *quality control*. When the
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quality check has been processed, you can move the goods from QC to
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stock. Of course, you may change the quantity and only transfer to stock
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the quantity that is valid and decide that you will return the quantity
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that is not good.
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A few configuration steps are necessary in order to accomplish **Pick +
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Pack + Ship** in Odoo. These steps create some additional locations, which
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by default are called **Output** and **Packing Zone**. So, if your warehouse's
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code is ``WH``, this configuration will create a location called ``WH/Output``
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and another one called ``WH/Packing Zone``.
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Multi-Step Routes
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=================
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Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step.
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Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be
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delivered from **WH/Output** to its **final destination**.
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First, you will need to activate the *multi-step routes* option.
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Indeed, routes provide a mechanism to chain different actions together.
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Here, we will chain the picking to the shipping.
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.. note::
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Check out :doc:`inventory_flow` to determine if this inventory flow is
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the correct method for your needs.
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To activate *multi-step routes*, open the *inventory app*, and go to
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*Configuration > Settings* and activate the option. By default,
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activating *multi-step routes* will also activate *Storage
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Locations*.
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Configuration
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=============
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.. image:: media/three_steps_01.png
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:align: center
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Install the Inventory module
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----------------------------
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Warehouse configuration
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=======================
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From the **App** menu, search and install the **Inventory** module.
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Now that *Multi-Step Routes* is activated, go to *Configuration >
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Warehouse* and open the one you will use to deliver in 3 steps. Then,
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you can select the option *Pack good, send goods in output and then
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deliver (3 steps)* as *Outgoing Shipments*.
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.. image:: media/three_steps07.png
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:align: center
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.. image:: media/three_steps_02.png
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:align: center
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You will also need to install the **Sales** module to be able to issue sales
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orders.
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Activating this option will lead to the creation of two new locations,
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*Output* and *Packing Zone*.
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Allow managing routes
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---------------------
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Of course, you can rename them if you want. To do so, go to
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*Configuration > Locations* and select the one you want to rename.
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Change its name and hit save.
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Odoo configures movement of delivery orders via **routes**. Routes
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provide a mechanism to link different actions together. In this case, we
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will link the picking step to the shipping step.
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Create a Sales Order
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====================
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To allow management of routes, go to :menuselection:`Configuration --> Settings`
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In the *Sales* app, create a quotation with storable products to
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deliver. Then, confirm it and three pickings will be created and linked
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to your sale order.
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Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button
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**Advanced routing of products using rules**. Make sure that the option
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**Manage several locations per warehouse** is activated as well.
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.. image:: media/three_steps_03.png
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:align: center
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.. image:: media/three_steps05.png
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:align: center
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Now, click on the button. You should see three different pickings:
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Configure the warehouse for Pick + Pack + Ship
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-----------------------------------------------
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- The first one, with a reference PICK, designates the picking process;
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Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be
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used.
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- The second one, with a reference PACK, is for the packing process;
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For outgoing shippings, set the option to **Make packages into a
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dedicated location, bring them to the output location for shipping (Pick
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+ Pack + Ship).**
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- The third one, with a reference OUT, designates the shipping process.
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.. image:: media/three_steps01.png
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:align: center
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.. image:: media/three_steps_04.png
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:align: center
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Create a Sale Order
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===================
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Process the picking, packing, and delivery
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==========================================
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From the **Sale** module, create a sales order with some products to deliver.
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The first operation to be processed is the picking and has a *Ready*
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status, while the others are *Waiting Another Operation*. The packing
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will become *Ready* as soon as the picking is marked as *Done*.
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Notice that we now see ``3`` transfers associated with this sales order
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in the **stat button** above the sales order.
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You can enter the picking operation from here, or access it through the
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inventory app.
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.. image:: media/three_steps06.png
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:align: center
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.. image:: media/three_steps_05.png
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:align: center
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If you click the button, you should now see three different pickings:
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Note that, if you have the product in stock, it will be automatically
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reserved and you can validate the picking document.
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1. The first with a reference **PICK** to designate the picking process,
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.. image:: media/three_steps_06.png
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:align: center
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2. The second one with the reference **PACK** that is the packing process,
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Now that the picking has been validated, the packing order is ready to
|
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be processed. Since the documents are chained, the products that have
|
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been picked are automatically reserved on the packing order so you can
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directly validate it.
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3. The last with a reference **OUT** to designate the shipping process.
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.. image:: media/three_steps_07.png
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:align: center
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.. image:: media/three_steps04.png
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:align: center
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.. image:: media/three_steps_08.png
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:align: center
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Process a Delivery
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==================
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Then, you can validate your packing. In doing so, the delivery order can
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be processed. Once again, it will be ready to be validated so you can
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transfer the products to the customer location.
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How to Process the Picking Step?
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--------------------------------
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.. image:: media/three_steps_09.png
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:align: center
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Ensure that you have enough product in stock and Go to **Inventory**
|
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and click on the **Waiting** link under the **Pick** kanban card.
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.. image:: media/three_steps08.png
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:align: center
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Click on the picking that you want to process.
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Click on **Reserve** to reserve the products if they are available.
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Click on **Validate** to complete the move from **WH/Stock** to **WH/Packing Zone**.
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This has completed the picking Step and the **WH/PICK** should now show
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**Done** in the status column at the top of the page. The product has
|
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been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the
|
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product available for the next step (Packing).
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How to Process the Packing Step?
|
||||
--------------------------------
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||||
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||||
Go to **Inventory** and click on the **# TRANSFERS** link under the
|
||||
**Pack** kanban card.
|
||||
|
||||
.. image:: media/three_steps03.png
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||||
:align: center
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||||
|
||||
Click on the picking that you want to process.
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||||
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||||
Click on **Validate** to complete the move from **WH/Packing Zone** to
|
||||
**WH/Output**.
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||||
This has completed the packing step and the **WH/PACK** should now show
|
||||
**Done** in the status column at the top of the page. The product has
|
||||
been moved from **WH/Packing Zone** to **WH/Output location**, which makes the
|
||||
product available for the next step (Shipping).
|
||||
|
||||
How to Process the Shipping Step?
|
||||
---------------------------------
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||||
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||||
Go to **Inventory** and click on the **# TO DO** link under the
|
||||
**Delivery Orders** kanban card.
|
||||
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||||
.. image:: media/three_steps02.png
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||||
:align: center
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||||
|
||||
Click on the picking that you want to process.
|
||||
|
||||
Click on **Validate** to complete the move from **WH/Output** to the
|
||||
**customer** (Click **Apply** to assign the quantities based on the
|
||||
quantities listed in the **To Do** column).
|
||||
|
||||
This has completed the shipping step and the **WH/OUT** should now show
|
||||
**Done** in the status column at the top of the page. The product has
|
||||
been shipped to the customer.
|
||||
|
||||
.. todo::
|
||||
Link to these sections when available
|
||||
- Process Overview: From sales orders to delivery orders
|
||||
|
||||
- Process Overview: From purchase orders to receptions
|
||||
.. image:: media/three_steps_10.png
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||||
:align: center
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