[IMP] inventory: V13 changes on the "receipt in two steps" doc
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@ -1,98 +1,97 @@
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===========================================================
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How to unload your shipment to an input location? (2 steps)
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===========================================================
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Overview
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========
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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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The 2 steps flow is the following : You receive the goods in an input
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area then transfer them from input area to your stock. As long as the
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goods are not transferred in your stock, they will not be available for
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further processing.
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This is the case that will be explained in this document.
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==============================================
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Process a Receipt in two steps (Input + Stock)
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==============================================
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Configuration
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=============
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Use advanced routes
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-------------------
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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 *Warehouse* level. By
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default, the reception is a one-step process, but changing the
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configuration can allow you to have 2 steps.
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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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The 2 steps flow is like this: you receive the goods in an input area,
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then transfer them to your stock. As long as the goods are not
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transferred in your stock, they will not be available for further
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processing.
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.. image:: media/two_steps05.png
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Activate Multi-Step Routes
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==========================
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The first step is to allow using *multi-step routes*. Indeed, routes
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provide a mechanism to chain different actions together. In this case,
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we will chain the unload step in the input area to the step entering the
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products in stock.
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To allow *multi-step routes*, go to *Configuration > Settings* and
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activate the feature. By default, activating *multi-step routes* will
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also activate *Storage Locations*.
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.. image:: media/two_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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Configure warehouse for receipt in 2 steps
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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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Once *multi-step routes* is activated, you can go to *Configuration >
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Warehouse* and enter the warehouse which will use receipt in 2 steps.
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Then, you can select the option *Receive goods in input and then stock
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(2 steps)* for *Incoming Shipments*.
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How to configure your warehouse ?
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---------------------------------
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Go to the the menu :menuselection:`Inventory --> Configuration --> Warehouse`
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and choose the warehouse where you want to change reception methods.
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By default, warehouses are configured with one step reception (option **Receive
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goods directly into stock**).
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To add the control step, tick **Unload in input location then go to
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stock (2 steps)**.
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.. image:: media/two_steps02.png
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.. image:: media/two_steps_02.png
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:align: center
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How to receipt a shipment in 2 steps?
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=====================================
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Activating this option will lead to the creation of a new *Input*
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location. If you want to rename it, you can go to *Configuration >
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Locations > Select Input* and update its name.
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How to process the Receipt step ?
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---------------------------------
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- In the purchase module, create a **Request for Quotation**, then click on
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the **Confirm order** button. You can see that there is one
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**Shipment** related to purchase order in the **stat button**
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above the purchase order form view. This is the receipt step.
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.. image:: media/two_steps03.png
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.. image:: media/two_steps_03.png
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:align: center
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- Go to **Inventory** and click on the **# TO RECEIVE** link on the
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**Receipts** card.
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Create a purchase order
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=======================
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.. image:: media/two_steps01.png
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In the *Purchase* application, you can create a *Request for
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Quotation* with some storable products to receive from a supplier. Once
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the *RfQ* is confirmed, the receipt picking will be created and
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automatically linked to your purchase order.
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.. image:: media/two_steps_04.png
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:align: center
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Click on the receipt that you want to process, then click on **Validate** to
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complete the move from the **Vendor** to **WH/Input**.
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Now, by clicking on the *1 Receipt* button, you will see the first
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picking which will allow entering the product in the *input location*.
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Then, another picking, an internal transfer, has been created in order
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to move the products to *Stock*.
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This has completed the Receipt Step and the move refered with **WH/IN**.
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The product has been moved from the **Vendor** to the **WH/Input** location,
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which makes the product available for the next step.
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Process the picking and the delivery
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====================================
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How to transfer the receipt to your stock ?
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--------------------------------------------
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The receipt is the first one to be processed and has a *Ready* status
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while the internal transfer will only become *Ready* once the receipt
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has been marked as *Done*.
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Go back to the **Inventory** dashboard. The waiting transfer is now
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ready. Click on the **# TRANSFERS** in the **Internal Transfers** to process
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the quality control.
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You can enter the receipt operation from the purchase order, or access
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it through the inventory dashboard.
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.. image:: media/two_steps04.png
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.. image:: media/two_steps_05.png
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:align: center
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Click on the picking you want to process. Click on **Validate** to
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complete the move from **WH/Input** to **WH/Stock**.
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By default, a receipt is always considered as ready to be processed.
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Then, you will be able to directly click on *Validate* to mark it as
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done.
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This has completed the internal transfer step and the move refered with **WH/INT**.
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The receipt has been moved to your stock.
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.. image:: media/two_steps_06.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:`three_steps`
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Once the receipt has been validated, the internal transfer is ready to
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be processed. As documents are chained, the products which have been
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received are automatically reserved on the internal transfer. Once the
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transfer is validated, those products enter the stock and you will be
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able to use them to fulfill customer deliveries or manufacture products.
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.. image:: media/two_steps_07.png
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:align: center
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.. image:: media/two_steps_08.png
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:align: center
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