diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst index 14835b744..e3d5fac06 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst @@ -4,128 +4,146 @@ Process receipts and deliveries in one step .. _inventory/receipts_delivery_one_step: -By default, incoming shipments are configured to be received directly into stock, and outgoing -shipments are configured to be delivered directly from stock to the customer; the default setting -for warehouses in Odoo is one step receipts and deliveries. +.. |PO| replace:: :abbr:`PO (Purchase Order)` +.. |SO| replace:: :abbr:`SO (Sales Order)` +.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` + +In Odoo *Inventory*, both incoming and outgoing shipments are configured to process in one step, by +default. This means purchases will be received directly into stock, and deliveries will be moved +directly from stock to customers. + +.. tip:: + Incoming and outgoing shipments do **not** need to be configured with the same amount of steps. + + For example, a warehouse's settings can be configured so products can be received directly in one + step, and delivered in three steps (pick + pack + ship). + +Configuration +============= + +To configure one-step receipts and deliveries for a warehouse, navigate to :menuselection:`Inventory +app --> Configuration --> Warehouses`, and select a warehouse to edit. + +Under the :guilabel:`Warehouse Configuration` tab, set :guilabel:`Incoming Shipments` to +:guilabel:`Receive goods directly (1 step)`, and set :guilabel:`Outgoing Shipments` to +:guilabel:`Deliver goods directly (1 step)`. + +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-warehouse-settings.png + :align: center + :alt: Incoming and outgoing shipments set to one-step on warehouse form. .. 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. + Since one-step receipt and delivery is the default for incoming and outgoing shipments in Odoo, + the *Multi-Step Routes* feature is *not* required. -In the following example, one step will be used for both receipts and deliveries. + However, for the :guilabel:`Shipments` settings to appear on a warehouse form, the feature + **must** be enabled. + + To enable *Multi-Step Routes*, navigate to :menuselection:`Inventory app --> Configuration --> + Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to + :guilabel:`Multi-Step Routes`, and click :guilabel:`Save`. Doing so also activates the + :guilabel:`Storage Locations` feature. .. _inventory/receipts_delivery_one_step/wh: -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`, and click on the -desired warehouse to 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`. - -.. 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 ------------------------ +When products are received in one step, they will move from the vendor location to warehouse stock +in the database immediately upon validation of a purchase order (PO). -On the main :menuselection:`Purchase` application dashboard, start by making a new quote by clicking -:guilabel:`New`. 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. +Create 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. +To create a |PO|, navigate to the :menuselection:`Purchase app`, and click :guilabel:`New`. This +opens a blank :guilabel:`Request for Quotation` (RfQ) form. -.. image:: receipts_delivery_one_step/one-step-po-receipt.png +Add a vendor in the :guilabel:`Supplier` field. Then, fill out the various fields on the |RfQ|, as +necessary. + +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-new-rfq.png :align: center - :alt: Receipt smart button appears on the confirmed purchase order. + :alt: Filled out new request for quotation form. -.. 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. +Under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and select a product to add to +the |RfQ|. - .. image:: receipts_delivery_one_step/one-step-to-process-btn.png - :align: center - :alt: Receipt kanban card's 1 to Process smart button. +Once ready, click :guilabel:`Confirm Order`. This moves the |RfQ| to the :guilabel:`Purchase Order` +stage. -Process the receipt -------------------- +Once the |PO| is confirmed, a :guilabel:`Receipt` smart button appears at the top of the form. +Clicking the smart button opens the warehouse receipt (WH/IN) form. -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 +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-receipt-smart-button.png :align: center - :alt: Validate the purchase order via the Validate smart button. + :alt: Receipt smart button on confirmed purchase order form. -.. 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). +Process receipt +--------------- - .. 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. +From the warehouse receipt form, the products ordered can be received into the warehouse. To receive +the products, click :guilabel:`Validate`. Once validated, the receipt moves to the :guilabel:`Done` +stage. -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. +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-done-receipt.png + :align: center + :alt: Validated warehouse receipt in Done stage. + +Click back to the |PO| (via the breadcrumbs, at the top of the form) to view the |PO| form. On the +product line, the quantity in the :guilabel:`Received` column now matches the ordered +:guilabel:`Quantity`. .. _inventory/delivery/one-step: Deliver goods directly (1 step) =============================== -Create a sales order --------------------- +When products are delivered in one step, they will move from warehouse stock to the customer +location in the database immediately upon validation of a sales order (SO). -Start my navigating to the main :menuselection:`Sales` app dashboard, and make a new quote by -clicking :guilabel:`New`. 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. +Create 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. +To create a |SO|, navigate to the :menuselection:`Sales app`, and click :guilabel:`New`. This +opens a blank sales quotation form. -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. +Add a customer in the :guilabel:`Customer` field. Then, fill out the various fields on the sales +quotation form, as necessary. -.. image:: receipts_delivery_one_step/one-step-sales-order.png +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-new-sales-order.png :align: center - :alt: The Delivery smart button appears after the sales order is confirmed. + :alt: Filled out new sales quotation form. -.. 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. +Under the :guilabel:`Product` tab, click :guilabel:`Add a product`, and select a product to add to +the sales order quotation. - .. image:: receipts_delivery_one_step/one-step-delivery-to-process.png - :align: center - :alt: Delivery Orders kanban card's 1 to Process smart button. +Once ready, click :guilabel:`Confirm`. This moves the quotation to the :guilabel:`Sales Order` +stage. -Process the delivery --------------------- +Once the |SO| is confirmed, a :guilabel:`Delivery` smart button appears at the top of the form. +Clicking the smart button opens the warehouse delivery (WH/OUT) form. -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 +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-delivery-button.png :align: center - :alt: Validate the delivery order. + :alt: Delivery smart button on confirmed sales order form. -Once the picking order is validated, the product leaves the :guilabel:`WH/Stock location` and moves -to the :guilabel:`Partners/Customers location`. Then, the status of the document will change to -:guilabel:`Done`, thus completing delivery in one step. +Process delivery +---------------- + +From the warehouse delivery form, the products ordered by the customer can be delivered from the +warehouse. To deliver the products, change the value in the :guilabel:`Quantity` field to match the +ordered quantity in the :guilabel:`Demand` field. + +Once ready, click :guilabel:`Validate`. Once validated, the delivery order moves to the +:guilabel:`Done` stage. + +.. image:: receipts_delivery_one_step/receipts-delivery-one-step-done-delivery.png + :align: center + :alt: Validated delivery order in Done stage. + +Click back to the |SO| (via the breadcrumbs, at the top of the form) to view the |SO| form. On the +product line, the quantity in the :guilabel:`Delivered` column now matches the ordered +:guilabel:`Quantity`. + +.. seealso:: + :doc:`shipments_deliveries` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step/one-step-delivery-to-process.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step/one-step-delivery-to-process.png deleted file mode 100644 index 429cbfde6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step/one-step-delivery-to-process.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step/one-step-po-receipt.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step/one-step-po-receipt.png deleted 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