[IMP] inventory: improve routes definitions

closes odoo/documentation#11167

X-original-commit: 21cb6bb5cf
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>

content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst

@@ -167,6 +167,8 @@ warehouse. Next, in the :guilabel:`Applicable on` section, tick the :guilabel:`P
 
    Route with "Packagings" selected, with "Products" and "Warehouses" not selected.
 
+.. _inventory/product_management/route-on-packaging:
+
 Apply route on packaging
 ------------------------
 

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst

@@ -143,6 +143,8 @@ deliveries or manufacturing orders.
    :align: center
    :alt: Internal transfer form for products ordered from vendor.
 
+.. _inventory/shipping_receiving/two-step-delivery:
+
 Process delivery order in two steps (pick + ship)
 =================================================
 

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst

@@ -1,19 +1,21 @@
-.. _use-routes:
-
 ==========================
 Routes and push/pull rules
 ==========================
 
-In inventory management, the supply chain strategy determines when products should be
+*Routes* in Odoo control the movement of products between different locations, whether internal or
-purchased/manufactured, delivered to distribution centers, and made available to the retail
+external, using push and pull rules. Once set up, these rules help automate the logistics of product
-channel.
+movement based on specific conditions.
 
-In Odoo, a product's supply chain strategy can be configured using *Routes*, which feature *Pull
+.. seealso::
-and Push Rules*. Once everything is properly configured, the Inventory app can automatically
+   - `Odoo Tutorials: Routes <https://www.youtube.com/watch?v=qkhDUezyZuc>`_
-generate transfers following the configured push/pull rules.
+   - :doc:`Standard routes in Odoo <../daily_operations>`
 
-Inside the warehouse
+.. note::
-====================
+   Routes are applicable on products, product categories, shipping methods, :ref:`packagings
+   <inventory/product_management/route-on-packaging>`, and on the sales order line.
+
+About routes and terminology
+============================
 
 In a generic warehouse, there are receiving docks, a quality control area, storage locations,
 picking and packing areas, and shipping docks. All products go through all these locations. As the
@@ -42,58 +44,56 @@ boxes, and conveyor belts bring them to the shipping docks, ready to be delivere
    :align: center
    :alt: View of a generic pull from rule when preparing deliveries.
 
-Pull rules
-==========
-
-With *Pull Rules*, a demand for some products triggers procurements, while *Push Rules* are
-triggered by products arriving in a specific location.
-
-Pull Rules are used to fulfill a sales order. Odoo generates a need at the *Customer Location* for
-each product in the order. Because pull rules are triggered by a need, Odoo looks for a pull rule
-defined on the *Customer Location*.
-
-In this case, a "delivery order" pull rule that transfers products from the *Shipping Area* to the
-*Customer Location* is found, and a transfer between the two locations is created.
-
-Then, Odoo finds another pull rule that tries to fulfill the need for the *Shipping Area*: the
-"packing" rule that transfers products from the *Packing Area* to the *Shipping Area*. Finally,
-other pull rules are triggered until a transfer between the *Stock* and the *Picking Area* is
-created.
-
-.. note::
-   All these product transfers are automatically generated by Odoo based on the pull rules, starting
-   from the end (the customer location) and going backward (the stock warehouse). While working, the
-   operator processes these transfers in the opposite order: first the picking, then the packing,
-   and finally the delivery order.
-
 Push rules
-==========
+----------
 
-On the other hand, *Push Rules* are much easier to understand. Instead of generating documents
+Push rules are used to *supply products into a storage locations* as soon as they arrive at a
-based on needs, they are triggered in real time when products arrive in a specific location. Push
+specific receiving location.
-rules basically say: "when a product arrives at a specific location, move it to another location."
-
-An example of a push rule would be: when a product arrives in the *Receipt Area*, move it to the
-*Storage Location*. As different push rules can be applied to different products, the user can
-assign different storage locations for different products.
-
-Another push rule could be: when products arrive at a location, move them to the *Quality Control
-Area*. Then, once the quality check is done, move them to their *Storage Location*.
 
 .. note::
    Push rules can only be triggered if there are no pull rules that have already generated the
    product transfers.
 
-.. important::
+In a :doc:`one-step receipt route <receipts_delivery_one_step>`, which uses one push rule, when a
-   Sets of push/pull rules like those are called *Routes*. The grouping on the rule decides if
+product arrives in the warehouse, a push rule can automatically transfer it to the *Storage
-   products are grouped in the same transfer or not. For example, during the picking operation, all
+Location*. Different push rules can be applied to different products, allowing for customized
-   orders and their products are grouped in one transfer, whereas the packing operation respects the
+storage locations.
-   grouping per customer order.
+
+.. figure:: use_routes/push-rule.png
+   :align: center
+   :alt: Rule for a Receive in one step route.
+
+   Push rule for the 'Receive in one step' route.
+
+For more information about configuring rules, skip to the :ref:`Configure rules section
+<inventory/shipping_receiving/configure-rules>`.
+
+Pull rules
+----------
+
+Pull rules trigger product moves on demand, such as a sales order or a :doc:`need to restock
+<../../warehouses_storage/replenishment/reordering_rules>`.
+
+Pull rules work backward from the demand location. For example, in a :ref:`two-step delivery
+<inventory/shipping_receiving/two-step-delivery>` route, where items move from *Stock* to *Output*
+before being delivered to the *Customer Location*, the pull rule first creates a transfer from
+*Output* to the customer. If the product is not at *Output*, another pull rule creates a transfer
+from *Stock* to *Output*. The warehouse workers then process these transfers in the reverse order:
+picking, then shipping.
+
+.. figure:: use_routes/pull-rule.png
+   :align: center
+   :alt: Example pull rule.
+
+   Pull rules for the 'Deliver in two steps' route.
+
+For more information about configuring rules, skip to the :ref:`Configure rules section
+<inventory/shipping_receiving/configure-rules>`.
 
 .. _use-routes/routes-rules:
 
-Use routes and rules
+Configuration
-====================
+=============
 
 Since *Routes* are a collection of *Push and Pull Rules*, Odoo helps you manage advanced route
 configurations such as:
@@ -221,6 +221,8 @@ section, select the :guilabel:`Routes`.
 .. important::
    Rules must be set on the route in order for the route to work.
 
+.. _inventory/shipping_receiving/configure-rules:
+
 Rules
 ~~~~~