[IMP] inventory: V13 changes on the "receipt in three steps" doc

[IMP] inventory: V13 changes on the "receipt in three steps" doc

inventory/management/incoming/three_steps.rst

@@ -1,127 +1,114 @@
-=============================================================
-How to add a quality control step in goods receipt? (3 steps)
-=============================================================
-
-Overview
-========
+==========================================================
+Process a Receipt in three steps (Input + Quality + Stock)
+==========================================================
 
 In many companies, it is necessary to assess the received good. The goal
 is to check that the products correspond to the quality requirements
-agreed with the suppliers. Therefore, adding a quality control step in
-the goods receipt process can become essential.
+agreed with the suppliers. Therefore, adding a *quality control step*
+in the goods receipt process can become essential.
 
 Odoo uses routes to define exactly how you will handle the different
 receipt steps. The configuration is done at the level of the warehouse.
-By default, the reception is a one step process, but changing the
-configuration can allow to have 2 or even 3 steps.
+By default, the reception is a one-step process, but changing the
+configuration can allow having 3 steps.
 
-The 3 steps flow is as follows: You receive the goods in an input
-area, then transfer them into quality area for quality control. When
-the quality check has been processed, you can move the goods from QC
-to stock. Of course, you may change the quantity and only transfer to
-stock the quantity that is valid and decide that you will return the
-quantity that is not good.
+The 3-steps flow is as follows: You receive the goods in an input area,
+then transfer them into a quality area for *quality control*. When the
+quality check has been processed, you can move the goods from QC to
+stock. Of course, you may change the quantity and only transfer to stock
+the quantity that is valid and decide that you will return the quantity
+that is not good.
 
-This is the case that will be explained in this document.
+Multi-Step Routes
+=================
 
-Configuration
-=============
+First, you will need to activate the *multi-step routes* option.
+Indeed, routes provide a mechanism to chain different actions together.
+Here, we will chain the picking to the shipping.
 
-Use advanced routes
--------------------
+To activate *multi-step routes*, open the *inventory app*, and go to
+*Configuration > Settings* and activate the option. By default,
+activating *multi-step routes* will also activate *Storage
+Locations*.
 
-To allow management of routes, go to the menu
-:menuselection:`Inventory --> Configuration --> Settings`.
-
-.. image:: media/three_steps06.png
+.. image:: media/three_steps_01.png
    :align: center
 
-Ensure that the routes option **Advance routing of product using
-rules** is checked, then click on **Apply** to save changes.
+Warehouse configuration
+=======================
 
-Make sure that **Manage several locations per warehouse** is also
-ticked.
+Now that *Multi-Step Routes* is activated, go to *Configuration >
+Warehouse* and open the one you will use to deliver in 3 steps. Then,
+you can select the option *Pack good, send goods in output and then
+deliver (3 steps)* as *Outgoing Shipments*.
 
-How to add a quality control step in goods receipt?
----------------------------------------------------
-
-Go to the menu :menuselection:`Inventory --> Configuration --> Warehouse` and
-choose the warehouse where you want to change reception methods.
-
-By default, warehouses are configured with one step reception (**Receive
-goods directly into stock**).
-
-To add quality control before transfer goods into stock location, tick
-**Unload in input location, go through a quality control before being
-admitted in stock (3 steps)**.
-
-.. image:: media/three_steps01.png
+.. image:: media/three_steps_02.png
    :align: center
 
-How to control a receipt?
-=========================
+Activating this option will lead to the creation of two new locations,
+*Output* and *Packing Zone*. 
 
-How to process the receipt step ?
----------------------------------
+Of course, you can rename them if you want. To do so, go to
+*Configuration > Locations* and select the one you want to rename.
+Change its name and hit save.
 
--  In the **Purchase** app, create a **Request for Quotation**. Click on the
-   **Confirm order** button. You can see that there is one **Shipment**
-   related to purchase order in the stat button above the
-   purchase order form view. This is the receipt step.
+Create a Sales Order
+====================
 
-.. image:: media/three_steps04.png
+In the *Sales* app, create a quotation with storable products to
+deliver. Then, confirm it and three pickings will be created and linked
+to your sale order.
+
+.. image:: media/three_steps_03.png
    :align: center
 
--  Go to **Inventory** and click on the link **# TO RECEIVE** in the **Receipts** card.
+Now, click on the button. You should see three different pickings:
 
-.. image:: media/three_steps02.png
+-  The first one, with a reference PICK, designates the picking process;
+
+-  The second one, with a reference PACK, is for the packing process;
+
+-  The third one, with a reference OUT, designates the shipping process.
+
+.. image:: media/three_steps_04.png
    :align: center
 
-- Click on the receipt that you want to process. Click on **Validate** to
-  complete the move from the **Vendor** location to **WH/Input**.
+Process the picking, packing, and delivery
+==========================================
 
-This has completed the receipt step and the status column at the top of
-the page for **WH/IN** should now show **Done**. The product has been moved
-from the **Vendor** to the **WH/Input** location, which makes the product
-available for the next step (Move to the quality control zone)
+The first operation to be processed is the picking and has a *Ready*
+status, while the others are *Waiting Another Operation*. The packing
+will become *Ready* as soon as the picking is marked as *Done*.
 
-How to move your product from the receipt zone to the quality control zone ?
-----------------------------------------------------------------------------
+You can enter the picking operation from here, or access it through the
+inventory app.
 
-Go to the **Inventory** dashboard. You will see that there is one
-transfer ready (the move to the quality control zone) and one waiting
-(the move to the stock after the control). Click on the link **# TRANSFERS** in
-the **Internal Transfers** to process the quality control.
-
-.. image:: media/three_steps03.png
+.. image:: media/three_steps_05.png
    :align: center
 
-Click on the picking that you want to process.
+Note that, if you have the product in stock, it will be automatically
+reserved and you can validate the picking document.
 
-Click on **Validate** to complete the move from **WH/Input** to **WH/Quality
-Control**.
-
-This has completed the internal transfer step and the status column at
-the top of the page for **WH/INT** should now show **Done**. The receipt is
-now ready to be controlled.
-
-How to to process the quality control ? 
-----------------------------------------
-
-Go back to the **Inventory** dashboard. The waiting transfer is now
-ready. Click on the link **# TRANSFERS** in the **Internal Transfers** card to process
-the quality control.
-
-.. image:: media/three_steps05.png
+.. image:: media/three_steps_06.png
    :align: center
 
-Click on the last picking to process. Click on **Validate** to complete
-the move from **WH/Quality Control** to **WH/Stock**.
+Now that the picking has been validated, the packing order is ready to
+be processed. Since the documents are chained, the products that have
+been picked are automatically reserved on the packing order so you can
+directly validate it.
 
-This has completed the quality control step and the status column at the
-top of the page for **WH/INT** should now show **Done**. The receipt has
-been controlled and has moved to your stock.
+.. image:: media/three_steps_07.png
+   :align: center
 
-.. seealso::
-    * :doc:`../delivery/inventory_flow`
-    * :doc:`two_steps`
+.. image:: media/three_steps_08.png
+   :align: center
+
+Then, you can validate your packing. In doing so, the delivery order can
+be processed. Once again, it will be ready to be validated so you can
+transfer the products to the customer location.
+
+.. image:: media/three_steps_09.png
+   :align: center
+
+.. image:: media/three_steps_10.png
+   :align: center