[IMP] inventory: V13 changes on the "receipt in three steps" doc
[IMP] inventory: V13 changes on the "receipt in three steps" doc
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@ -1,127 +1,114 @@
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=============================================================
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How to add a quality control step in goods receipt? (3 steps)
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=============================================================
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Overview
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========
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==========================================================
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Process a Receipt in three steps (Input + Quality + Stock)
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==========================================================
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In many companies, it is necessary to assess the received good. The goal
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is to check that the products correspond to the quality requirements
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agreed with the suppliers. Therefore, adding a quality control step in
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the goods receipt process can become essential.
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agreed with the suppliers. Therefore, adding a *quality control step*
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in the goods receipt process can become essential.
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Odoo uses routes to define exactly how you will handle the different
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receipt steps. The configuration is done at the level of the warehouse.
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By default, the reception is a one step process, but changing the
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configuration can allow to have 2 or even 3 steps.
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By default, the reception is a one-step process, but changing the
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configuration can allow having 3 steps.
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The 3 steps flow is as follows: You receive the goods in an input
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area, then transfer them into quality area for quality control. When
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the quality check has been processed, you can move the goods from QC
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to stock. Of course, you may change the quantity and only transfer to
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stock the quantity that is valid and decide that you will return the
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quantity that is not good.
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The 3-steps flow is as follows: You receive the goods in an input area,
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then transfer them into a quality area for *quality control*. When the
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quality check has been processed, you can move the goods from QC to
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stock. Of course, you may change the quantity and only transfer to stock
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the quantity that is valid and decide that you will return the quantity
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that is not good.
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This is the case that will be explained in this document.
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Multi-Step Routes
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=================
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Configuration
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=============
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First, you will need to activate the *multi-step routes* option.
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Indeed, routes provide a mechanism to chain different actions together.
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Here, we will chain the picking to the shipping.
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Use advanced routes
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-------------------
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To activate *multi-step routes*, open the *inventory app*, and go to
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*Configuration > Settings* and activate the option. By default,
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activating *multi-step routes* will also activate *Storage
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Locations*.
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To allow management of routes, go to the menu
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:menuselection:`Inventory --> Configuration --> Settings`.
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.. image:: media/three_steps06.png
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.. image:: media/three_steps_01.png
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:align: center
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Ensure that the routes option **Advance routing of product using
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rules** is checked, then click on **Apply** to save changes.
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Warehouse configuration
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=======================
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Make sure that **Manage several locations per warehouse** is also
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ticked.
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Now that *Multi-Step Routes* is activated, go to *Configuration >
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Warehouse* and open the one you will use to deliver in 3 steps. Then,
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you can select the option *Pack good, send goods in output and then
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deliver (3 steps)* as *Outgoing Shipments*.
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How to add a quality control step in goods receipt?
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---------------------------------------------------
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Go to the menu :menuselection:`Inventory --> Configuration --> Warehouse` and
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choose the warehouse where you want to change reception methods.
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By default, warehouses are configured with one step reception (**Receive
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goods directly into stock**).
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To add quality control before transfer goods into stock location, tick
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**Unload in input location, go through a quality control before being
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admitted in stock (3 steps)**.
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.. image:: media/three_steps01.png
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.. image:: media/three_steps_02.png
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:align: center
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How to control a receipt?
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=========================
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Activating this option will lead to the creation of two new locations,
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*Output* and *Packing Zone*.
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How to process the receipt step ?
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---------------------------------
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Of course, you can rename them if you want. To do so, go to
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*Configuration > Locations* and select the one you want to rename.
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Change its name and hit save.
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- In the **Purchase** app, create a **Request for Quotation**. Click on the
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**Confirm order** button. You can see that there is one **Shipment**
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related to purchase order in the stat button above the
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purchase order form view. This is the receipt step.
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Create a Sales Order
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====================
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.. image:: media/three_steps04.png
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In the *Sales* app, create a quotation with storable products to
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deliver. Then, confirm it and three pickings will be created and linked
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to your sale order.
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.. image:: media/three_steps_03.png
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:align: center
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- Go to **Inventory** and click on the link **# TO RECEIVE** in the **Receipts** card.
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Now, click on the button. You should see three different pickings:
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.. image:: media/three_steps02.png
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- The first one, with a reference PICK, designates the picking process;
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- The second one, with a reference PACK, is for the packing process;
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- The third one, with a reference OUT, designates the shipping process.
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.. image:: media/three_steps_04.png
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:align: center
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- Click on the receipt that you want to process. Click on **Validate** to
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complete the move from the **Vendor** location to **WH/Input**.
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Process the picking, packing, and delivery
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==========================================
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This has completed the receipt step and the status column at the top of
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the page for **WH/IN** should now show **Done**. The product has been moved
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from the **Vendor** to the **WH/Input** location, which makes the product
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available for the next step (Move to the quality control zone)
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The first operation to be processed is the picking and has a *Ready*
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status, while the others are *Waiting Another Operation*. The packing
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will become *Ready* as soon as the picking is marked as *Done*.
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How to move your product from the receipt zone to the quality control zone ?
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----------------------------------------------------------------------------
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You can enter the picking operation from here, or access it through the
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inventory app.
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Go to the **Inventory** dashboard. You will see that there is one
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transfer ready (the move to the quality control zone) and one waiting
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(the move to the stock after the control). Click on the link **# TRANSFERS** in
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the **Internal Transfers** to process the quality control.
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.. image:: media/three_steps03.png
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.. image:: media/three_steps_05.png
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:align: center
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Click on the picking that you want to process.
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Note that, if you have the product in stock, it will be automatically
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reserved and you can validate the picking document.
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Click on **Validate** to complete the move from **WH/Input** to **WH/Quality
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Control**.
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This has completed the internal transfer step and the status column at
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the top of the page for **WH/INT** should now show **Done**. The receipt is
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now ready to be controlled.
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How to to process the quality control ?
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----------------------------------------
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Go back to the **Inventory** dashboard. The waiting transfer is now
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ready. Click on the link **# TRANSFERS** in the **Internal Transfers** card to process
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the quality control.
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.. image:: media/three_steps05.png
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.. image:: media/three_steps_06.png
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:align: center
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Click on the last picking to process. Click on **Validate** to complete
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the move from **WH/Quality Control** to **WH/Stock**.
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Now that the picking has been validated, the packing order is ready to
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be processed. Since the documents are chained, the products that have
|
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been picked are automatically reserved on the packing order so you can
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directly validate it.
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This has completed the quality control step and the status column at the
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top of the page for **WH/INT** should now show **Done**. The receipt has
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been controlled and has moved to your stock.
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.. image:: media/three_steps_07.png
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:align: center
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.. seealso::
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||||
* :doc:`../delivery/inventory_flow`
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* :doc:`two_steps`
|
||||
.. image:: media/three_steps_08.png
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||||
:align: center
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||||
|
||||
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
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||||
transfer the products to the customer location.
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||||
|
||||
.. image:: media/three_steps_09.png
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||||
:align: center
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||||
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||||
.. image:: media/three_steps_10.png
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:align: center
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