diff --git a/inventory/delivery/media/three_steps01.png b/inventory/delivery/media/three_steps01.png new file mode 100644 index 000000000..a206a3942 Binary files /dev/null and b/inventory/delivery/media/three_steps01.png differ diff --git a/inventory/delivery/media/three_steps02.png b/inventory/delivery/media/three_steps02.png new file mode 100644 index 000000000..ebfbd1fc4 Binary files /dev/null and b/inventory/delivery/media/three_steps02.png differ diff --git a/inventory/delivery/media/three_steps03.png b/inventory/delivery/media/three_steps03.png new file mode 100644 index 000000000..37442d82e Binary files /dev/null and b/inventory/delivery/media/three_steps03.png differ diff --git a/inventory/delivery/media/three_steps04.png b/inventory/delivery/media/three_steps04.png new file mode 100644 index 000000000..b43c42ebf Binary files /dev/null and b/inventory/delivery/media/three_steps04.png differ diff --git a/inventory/delivery/media/three_steps05.png b/inventory/delivery/media/three_steps05.png new file mode 100644 index 000000000..0bdc333f7 Binary files /dev/null and b/inventory/delivery/media/three_steps05.png differ diff --git a/inventory/delivery/media/three_steps06.png b/inventory/delivery/media/three_steps06.png new file mode 100644 index 000000000..910f84fe0 Binary files /dev/null and b/inventory/delivery/media/three_steps06.png differ diff --git a/inventory/delivery/media/three_steps07.png b/inventory/delivery/media/three_steps07.png new file mode 100644 index 000000000..bc2a45c49 Binary files /dev/null and b/inventory/delivery/media/three_steps07.png differ diff --git a/inventory/delivery/media/three_steps08.png b/inventory/delivery/media/three_steps08.png new file mode 100644 index 000000000..da1e47e3e Binary files /dev/null and b/inventory/delivery/media/three_steps08.png differ diff --git a/inventory/delivery/three_steps.rst b/inventory/delivery/three_steps.rst index 5983163ba..27b3f8cf4 100644 --- a/inventory/delivery/three_steps.rst +++ b/inventory/delivery/three_steps.rst @@ -1,3 +1,163 @@ =================================================================== How to process delivery orders in three steps (pick + pack + 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 on a **one-step** operation: once all goods are +available, they can be shipped in bulk in a single delivery order. +However, that process may not reflect the reality and your company may +require more steps before shipping. + +With the **three steps** process (**Pick + Pack + Ship**), the items are +transferred to a packing area, where they will be assembled by area of +destination, and then set to outbound trucks for final delivery to the +customers. + +A few configuration steps are necessary in order to accomplish **Pick + +Pack + Ship** in Odoo. These steps create some additional locations, which +by default are called **Output** and **Packing Zone**. So, if your warehouse’s +code is ``WH``, this configuration will create a location called ``WH/Output`` +and another one called ``WH/Packing Zone``. + +Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step. +Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be +delivered from **WH/Output** to its **final destination**. + +.. note:: + Check out :doc:`inventory_flow` to determine if this inventory flow is + the correct method for your needs. + +Configuration +============= + +Install the Inventory module +---------------------------- + +From the **App** menu, search and install the **Inventory** module. + +.. image:: media/three_steps07.png + :align: center + +You will also need to install the **Sales** module to be able to issue sales +orders. + +Allow managing routes +--------------------- + +Odoo configures movement of delivery orders via **routes**. Routes +provide a mechanism to link different actions together. In this case, we +will link the picking step to the shipping step. + +To allow management of routes, go to :menuselection:`Configuration --> Settings` + +Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button +**Advanced routing of products using rules**. Make sure that the option +**Manage several locations per warehouse** is activated as well. + +.. image:: media/three_steps05.png + :align: center + +Configure the warehouse for Pick + Pack + Ship +----------------------------------------------- + +Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be +used. + +For outgoing shippings, set the option to **Make packages into a +dedicated location, bring them to the output location for shipping (Pick ++ Pack + Ship).** + +.. image:: media/three_steps01.png + :align: center + +Create a Sale Order +=================== + +From the **Sale** module, create a sales order with some products to deliver. + +Notice that we now see ``3`` transfers associated with this sales order +in the **stat button** above the sales order. + +.. image:: media/three_steps06.png + :align: center + +If you click the button, you should now see three different pickings: + +1. The first with a reference **PICK** to designate the picking process, + +2. The second one with the reference **PACK** that is the packing process, + +3. The last with a reference **OUT** to designate the shipping process. + +.. image:: media/three_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/three_steps08.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/Packing Zone**. + +This has completed the picking Step and the **WH/PICK** should now show +**Done** in the status column at the top of the page. The product has +been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the +product available for the next step (Packing). + +How to Process the Packing Step? +-------------------------------- + +Go to **Inventory** and click on the **# TRANSFERS** link under the +**Pack** kanban card. + +.. image:: media/three_steps03.png + :align: center + +Click on the picking that you want to process. + +Click on **Validate** to complete the move from **WH/Packing Zone** to +**WH/Output**. + +This has completed the packing step and the **WH/PACK** should now show +**Done** in the status column at the top of the page. The product has +been moved from **WH/Packing Zone** 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/three_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** 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 available + - Process Overview: From sales orders to delivery orders + + - Process Overview: From purchase orders to receptions