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(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 \ No newline at end of file