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

[IMP] inventory: V13 changes on the "receipt in three steps" doc
This commit is contained in:
Lau-Odoo 2019-10-15 11:37:57 +02:00 committed by GitHub
commit 982d77a719
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
17 changed files with 79 additions and 92 deletions

Binary file not shown.

Before

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 2.7 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.0 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 1.4 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 2.7 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 3.3 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 6.2 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 16 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 9.7 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 20 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 11 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 20 KiB

View File

@ -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