diff --git a/inventory/delivery/media/two_steps01.png b/inventory/delivery/media/two_steps01.png new file mode 100644 index 000000000..127cc13b4 Binary files /dev/null and b/inventory/delivery/media/two_steps01.png differ diff --git a/inventory/delivery/media/two_steps02.png b/inventory/delivery/media/two_steps02.png new file mode 100644 index 000000000..ebfbd1fc4 Binary files /dev/null and b/inventory/delivery/media/two_steps02.png differ diff --git a/inventory/delivery/media/two_steps03.png b/inventory/delivery/media/two_steps03.png new file mode 100644 index 000000000..9fd05a08a Binary files /dev/null and b/inventory/delivery/media/two_steps03.png differ diff --git a/inventory/delivery/media/two_steps04.png b/inventory/delivery/media/two_steps04.png new file mode 100644 index 000000000..1c8d43eb6 Binary files /dev/null and b/inventory/delivery/media/two_steps04.png differ diff --git a/inventory/delivery/media/two_steps05.png b/inventory/delivery/media/two_steps05.png new file mode 100644 index 000000000..d3c35fe09 Binary files /dev/null and b/inventory/delivery/media/two_steps05.png differ diff --git a/inventory/delivery/media/two_steps06.png b/inventory/delivery/media/two_steps06.png new file mode 100644 index 000000000..da1e47e3e Binary files /dev/null and b/inventory/delivery/media/two_steps06.png differ diff --git a/inventory/delivery/two_steps.rst b/inventory/delivery/two_steps.rst index 97b57d095..e32983aa2 100644 --- a/inventory/delivery/two_steps.rst +++ b/inventory/delivery/two_steps.rst @@ -1,3 +1,133 @@ ========================================================== How to process delivery orders in two steps (pick + ship)? -========================================================== \ No newline at end of file +========================================================== + +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 company’s 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 warehouse’s +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 + wasn’t 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