[ADD] inventory: How to process delivery orders in two steps (pick + ship)?

https://docs.google.com/document/d/1qvEm6TEWQQSfZV8AjE4yJUB11qf28OBVtVYRrws5-_g/edit
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Yannick Tivisse 2015-11-02 10:34:17 +01:00
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==========================================================
How to process delivery orders in two steps (pick + ship)?
==========================================================
==========================================================
Overview
========
When an order goes to the shipping department for final delivery, Odoo
is set up by default to utilize a **one-step** operation: once all goods are
available, they are able to be shipped in a single delivery order.
However, your companys business process may have one or more steps that
happen before shipping. In the **two steps** process, the items in a delivery
order are **picked** in the warehouse and brought to an **output location** for
**shipping**. The goods are then shipped.
In order to accomplish a **Pick + Ship** delivery in Odoo, there are a few
necessary configuration steps. These steps create an additional
location, which by default is called **Output**. So, if your warehouses
code is ``WH``, this configuration will create a location called
``WH/Output``. Goods will move from ``WH/Stock`` to ``WH/Output`` in the first
step (picking). Then, they move from ``WH/Output`` to ``WH/Customers`` (in the
case of sales orders) in the second step (shipping).
.. note::
Check out :doc:`inventory_flow` to determine if this inventory flow is the
correct method for your needs.
Configuration
=============
Allow management of routes
--------------------------
Odoo configures movement of delivery orders via the **routes**. Routes
provide a mechanism to chain different actions together. In this case,
we will chain the picking step to the shipping step.
To allow management of routes, go to :menuselection:`Configuration --> Settings`.
Ensure that the radio button **Advanced routing of products using
rules** is checked.
.. image:: media/two_steps05.png
:align: center
Click on **Apply** at the top of the page to save changes (if you needed to
check the radio button above).
.. note::
If you checked option **Advanced routing of products using rules**
you may need to activate **Manage several locations per warehouse** if it
wasnt activated beforehand.
Configure warehouse for Pick + Ship
------------------------------------
To configure a **Pick + Ship** move, go to
:menuselection:`Configuration --> Warehouses` and edit
the warehouse that will be used.
For outgoing shippings, set the option to **Bring goods to output
location before shipping (Pick + Ship)**
.. image:: media/two_steps03.png
:align: center
Create a Sales Order
====================
Install the **Sale** if it is not the case, and
create a sales order with some products to deliver.
Notice that we now see ``2`` transfers associated with this sales order
in the **Delivery** stat button above the sales order.
.. image:: media/two_steps01.png
:align: center
If you click on the **2 Transfers** stat button, you should now see two
different pickings, one with a reference **PICK** to designate the
picking process and another with a reference **OUT** to designate the
shipping process.
.. image:: media/two_steps04.png
:align: center
Process a Delivery
==================
How to Process the Picking Step?
--------------------------------
Ensure that you have enough product in stock, and go to
**Inventory** and click on the **Waiting** link under the **Pick** kanban card.
.. image:: media/two_steps06.png
:align: center
Click on the picking that you want to process.
Click on **Reserve** to reserve the products if they are available.
Click on **Validate** to complete the move from **WH/Stock** to **WH/Output**.
This has completed the picking step and the **WH/PICK** move should now show
**Done** in the status column at the top of the page. The product has
been moved from **WH/Stock** to **WH/Output** location, which makes the product
**available for the next step** (Shipping).
How to Process the Shipping Step?
---------------------------------
Go to **Inventory** and click on the **# TO DO** link under the
**Delivery Orders** kanban card.
.. image:: media/two_steps02.png
:align: center
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** move 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 they will be available
- Process Overview: From sales orders to delivery orders
- Process Overview: From purchase orders to receptions