[IMP] inventory: update 3 step delivery doc

closes odoo/documentation#8837

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2024-04-18 09:42:55 -04:00
parent ee18c4782c
commit 7e409460be
17 changed files with 30 additions and 45 deletions

View File

@ -23,7 +23,7 @@ three step deliveries. First, make sure the *Multi-Step Routes* option is enable
:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating :menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
:guilabel:`Multi-Step Routes` will also activate *Storage Locations*. :guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
.. image:: delivery_three_steps/multi-step-routes.png .. image:: delivery_three_steps/delivery-three-steps-multi-step-routes.png
:align: center :align: center
:alt: Activate multi-step routes and storage locations in inventory settings. :alt: Activate multi-step routes and storage locations in inventory settings.
@ -32,7 +32,7 @@ Next, the warehouse needs to be configured for three step deliveries. To do this
:guilabel:`warehouse` to edit. Then, select :guilabel:`Pack goods, send goods in output and then :guilabel:`warehouse` to edit. Then, select :guilabel:`Pack goods, send goods in output and then
deliver (3 steps)` for :guilabel:`Outgoing Shipments`. deliver (3 steps)` for :guilabel:`Outgoing Shipments`.
.. image:: delivery_three_steps/three-step-warehouse-config.png .. image:: delivery_three_steps/delivery-three-steps-outgoing-shipments.png
:align: center :align: center
:alt: Set outgoing shipment option to deliver in three steps. :alt: Set outgoing shipment option to deliver in three steps.
@ -52,9 +52,9 @@ quotation form. On the blank quotation form, select a :guilabel:`Customer`, add
:guilabel:`Product`, and click :guilabel:`Confirm`. :guilabel:`Product`, and click :guilabel:`Confirm`.
A :guilabel:`Delivery` smart button appears in the top right of the quotation form. Clicking it A :guilabel:`Delivery` smart button appears in the top right of the quotation form. Clicking it
shows the picking order, packing order, and the delivery order associated with the sales order. opens the picking order to move the ordered product from `WH/Stock` to `WH/Packing Zone`.
.. image:: delivery_three_steps/three-step-delivery-so.png .. image:: delivery_three_steps/delivery-three-steps-smart-button.png
:align: center :align: center
:alt: After confirming the sales order, the Delivery smart button appears showing three items :alt: After confirming the sales order, the Delivery smart button appears showing three items
associated with it. associated with it.
@ -62,54 +62,36 @@ shows the picking order, packing order, and the delivery order associated with t
Process a picking Process a picking
----------------- -----------------
The picking, packing, and delivery orders will be created once the sales order is confirmed. To The picking order will be created once the sales order is confirmed. To view the picking, navigate
view these transfers, go to :menuselection:`Inventory --> Operations --> Transfers`. to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the
:guilabel:`Inventory Overview` dashboard.
.. image:: delivery_three_steps/three-step-delivery-transfers.png Click the :guilabel:`# To Process` button, which reveals the picking order generated from the
:align: center previously confirmed sales order.
: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 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 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 :guilabel:`Packing Zone`.
products which have been previously picked are automatically reserved on the packing order.
.. image:: delivery_three_steps/validate-three-step-pick.png .. image:: delivery_three_steps/delivery-three-steps-picking-order.png
:align: center :align: center
:alt: Validate the picking by clicking Validate. :alt: Picking order operation showing source location and destination location.
Process a packing Process a packing
----------------- -----------------
The packing order will be ready to be processed once the picking is completed, and can be found in After validating the picking, the packing order is ready to process. Click back to the
the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To :guilabel:`Inventory Overview`, and locate the :guilabel:`Pack` task card on the dashboard.
Process` smart button in the :guilabel:`Pack` kanban card.
.. image:: delivery_three_steps/three-step-kanban-pack.png Click the :guilabel:`# To Process` button (in this case, :guilabel:`1 To Process`). This reveals the
:align: center packing order generated from the previously confirmed sales order.
: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 Click on the packing order associated with the sales order, then click on :guilabel:`Validate` to
complete the packing. complete the packing.
.. image:: delivery_three_steps/validate-three-step-pack.png .. image:: delivery_three_steps/delivery-three-steps-packing-order.png
:align: center :align: center
:alt: Click Validate on the packing order to transfer the product from the packing zone to the :alt: Packing order operation showing source location and destination location.
output location.
Once the packing order is validated, the product leaves the :guilabel:`WH/Packing Zone` location and 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 moves to the :guilabel:`WH/Output` location. Then, the status of the document will change to
@ -118,18 +100,21 @@ moves to the :guilabel:`WH/Output` location. Then, the status of the document wi
Process a delivery Process a delivery
------------------ ------------------
The delivery order will be ready to be processed once the packing is completed, and can be found in Once the packing order has been validated, the delivery order is ready to process. Navigate back to
the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To the original sales order to process the delivery by going to :menuselection:`Sales app`, and
Process` smart button in the :guilabel:`Delivery Orders` kanban card. selecting the sales order created previously.
.. image:: delivery_three_steps/three-step-kanban-delivery.png .. tip::
:align: center Delivery orders can *also* be accessed by going to :menuselection:`Inventory app --> Operations
:alt: The delivery order can be seen in the Delivery Orders Kanban view. --> Deliveries`.
Click on the delivery order associated with the sales order, then click on :guilabel:`Validate` to The :guilabel:`Delivery` smart button now indicates there are 3 transfers, instead of one. Clicking
complete the move. the :guilabel:`Delivery` smart button shows the three operations for this sales order: the picking,
the packing, and the delivery.
.. image:: delivery_three_steps/three-step-delivery-out.png Click the delivery (WH/OUT) transfer to open the delivery order. Then, click :guilabel:`Validate`.
.. image:: delivery_three_steps/delivery-three-steps-delivery-order.png
:align: center :align: center
:alt: Click Validate on the delivery order to transfer the product from the output location to :alt: Click Validate on the delivery order to transfer the product from the output location to
the customer location. the customer location.