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

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lau-odoo 2019-10-15 11:08:39 +02:00
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===========================================================
How to unload your shipment to an input location? (2 steps)
===========================================================
Overview
========
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.
The 2 steps flow is the following : You receive the goods in an input
area then transfer them from input area to your stock. As long as the
goods are not transferred in your stock, they will not be available for
further processing.
This is the case that will be explained in this document.
==============================================
Process a Receipt in two steps (Input + Stock)
==============================================
Configuration
=============
Use advanced routes
-------------------
Odoo uses routes to define exactly how you will handle the different
receipt steps. The configuration is done at the *Warehouse* level. By
default, the reception is a one-step process, but changing the
configuration can allow you to have 2 steps.
To allow management of routes, go to the menu
:menuselection:`Inventory --> Configuration --> Settings`
The 2 steps flow is like this: you receive the goods in an input area,
then transfer them to your stock. As long as the goods are not
transferred in your stock, they will not be available for further
processing.
.. image:: media/two_steps05.png
Activate Multi-Step Routes
==========================
The first step is to allow using *multi-step routes*. Indeed, routes
provide a mechanism to chain different actions together. In this case,
we will chain the unload step in the input area to the step entering the
products in stock.
To allow *multi-step routes*, go to *Configuration > Settings* and
activate the feature. By default, activating *multi-step routes* will
also activate *Storage Locations*.
.. image:: media/two_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.
Configure warehouse for receipt in 2 steps
==========================================
Make sure that **"Manage several locations per warehouse"** is also
ticked.
Once *multi-step routes* is activated, you can go to *Configuration >
Warehouse* and enter the warehouse which will use receipt in 2 steps.
Then, you can select the option *Receive goods in input and then stock
(2 steps)* for *Incoming Shipments*.
How to configure your warehouse ?
---------------------------------
Go to the 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 (option **Receive
goods directly into stock**).
To add the control step, tick **Unload in input location then go to
stock (2 steps)**.
.. image:: media/two_steps02.png
.. image:: media/two_steps_02.png
:align: center
How to receipt a shipment in 2 steps?
=====================================
Activating this option will lead to the creation of a new *Input*
location. If you want to rename it, you can go to *Configuration >
Locations > Select Input* and update its name.
How to process the Receipt step ?
---------------------------------
- In the purchase module, create a **Request for Quotation**, then 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.
.. image:: media/two_steps03.png
.. image:: media/two_steps_03.png
:align: center
- Go to **Inventory** and click on the **# TO RECEIVE** link on the
**Receipts** card.
Create a purchase order
=======================
.. image:: media/two_steps01.png
In the *Purchase* application, you can create a *Request for
Quotation* with some storable products to receive from a supplier. Once
the *RfQ* is confirmed, the receipt picking will be created and
automatically linked to your purchase order.
.. image:: media/two_steps_04.png
:align: center
Click on the receipt that you want to process, then click on **Validate** to
complete the move from the **Vendor** to **WH/Input**.
Now, by clicking on the *1 Receipt* button, you will see the first
picking which will allow entering the product in the *input location*.
Then, another picking, an internal transfer, has been created in order
to move the products to *Stock*.
This has completed the Receipt Step and the move refered with **WH/IN**.
The product has been moved from the **Vendor** to the **WH/Input** location,
which makes the product available for the next step.
Process the picking and the delivery
====================================
How to transfer the receipt to your stock ?
--------------------------------------------
The receipt is the first one to be processed and has a *Ready* status
while the internal transfer will only become *Ready* once the receipt
has been marked as *Done*.
Go back to the **Inventory** dashboard. The waiting transfer is now
ready. Click on the **# TRANSFERS** in the **Internal Transfers** to process
the quality control.
You can enter the receipt operation from the purchase order, or access
it through the inventory dashboard.
.. image:: media/two_steps04.png
.. image:: media/two_steps_05.png
:align: center
Click on the picking you want to process. Click on **Validate** to
complete the move from **WH/Input** to **WH/Stock**.
By default, a receipt is always considered as ready to be processed.
Then, you will be able to directly click on *Validate* to mark it as
done.
This has completed the internal transfer step and the move refered with **WH/INT**.
The receipt has been moved to your stock.
.. image:: media/two_steps_06.png
:align: center
.. seealso::
* :doc:`../delivery/inventory_flow`
* :doc:`three_steps`
Once the receipt has been validated, the internal transfer is ready to
be processed. As documents are chained, the products which have been
received are automatically reserved on the internal transfer. Once the
transfer is validated, those products enter the stock and you will be
able to use them to fulfill customer deliveries or manufacture products.
.. image:: media/two_steps_07.png
:align: center
.. image:: media/two_steps_08.png
:align: center