[IMP] inventory: update 3 step delivery doc
closes odoo/documentation#8935
X-original-commit: 7e409460be
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -23,7 +23,7 @@ three step deliveries. First, make sure the *Multi-Step Routes* option is enable
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:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
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:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
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.. image:: delivery_three_steps/multi-step-routes.png
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.. image:: delivery_three_steps/delivery-three-steps-multi-step-routes.png
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:align: center
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:alt: Activate multi-step routes and storage locations in inventory settings.
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@ -32,7 +32,7 @@ Next, the warehouse needs to be configured for three step deliveries. To do this
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:guilabel:`warehouse` to edit. Then, select :guilabel:`Pack goods, send goods in output and then
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deliver (3 steps)` for :guilabel:`Outgoing Shipments`.
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.. image:: delivery_three_steps/three-step-warehouse-config.png
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.. image:: delivery_three_steps/delivery-three-steps-outgoing-shipments.png
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:align: center
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:alt: Set outgoing shipment option to deliver in three steps.
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@ -47,14 +47,14 @@ Deliver in three steps (pick + pack + ship)
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Create a sales order
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--------------------
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To create a new quote, navigate to :menuselection:`Sales app --> Create`, which reveals a blank
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quotation form. On the blank quotation form, select a :guilabel:`Customer`, add a storable
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To create a new quote, go to :menuselection:`Sales app --> Create`, which reveals a blank quotation
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form. On the blank quotation form, select a :guilabel:`Customer`, add a storable
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:guilabel:`Product`, and click :guilabel:`Confirm`.
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A :guilabel:`Delivery` smart button appears in the top right of the quotation form. Clicking it
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shows the picking order, packing order, and the delivery order associated with the sales order.
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opens the picking order to move the ordered product from `WH/Stock` to `WH/Packing Zone`.
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.. image:: delivery_three_steps/three-step-delivery-so.png
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.. image:: delivery_three_steps/delivery-three-steps-smart-button.png
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:align: center
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:alt: After confirming the sales order, the Delivery smart button appears showing three items
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associated with it.
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@ -62,54 +62,36 @@ shows the picking order, packing order, and the delivery order associated with t
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Process a picking
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-----------------
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The picking, packing, and delivery orders will be created once the sales order is confirmed. To
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view these transfers, go to :menuselection:`Inventory --> Operations --> Transfers`.
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The picking order will be created once the sales order is confirmed. To view the picking, navigate
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to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the
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:guilabel:`Inventory Overview` dashboard.
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.. image:: delivery_three_steps/three-step-delivery-transfers.png
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:align: center
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:alt: Ready status for the pick operation while the packing and delivery operations are waiting
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another operation.
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The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
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before it can be packed. The status of the packing order and delivery order will both be
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:guilabel:`Waiting Another Operation`, since the packing and delivery cannot happen until the
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picking is completed. The status of the delivery order will only change to :guilabel:`Ready` when
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the packing has been marked :guilabel:`Done`.
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The receipt can also be found in the *Inventory* application. In the :guilabel:`Overview` dashboard,
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click the :guilabel:`1 To Process` smart button in the :guilabel:`Pick` kanban card.
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.. image:: delivery_three_steps/three-step-kanban-pick.png
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:align: center
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:alt: The pick order can be seen in the Inventory Kanban view.
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Click the :guilabel:`# To Process` button, which reveals the picking order generated from the
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previously confirmed sales order.
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Click on the picking to process. If the product is in stock, Odoo will automatically reserve the
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product. Click :guilabel:`Validate` to mark the picking as done, and complete the transfer to the
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:guilabel:`Packing Zone`. Then the packing order will be ready. Since the documents are linked, the
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products which have been previously picked are automatically reserved on the packing order.
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:guilabel:`Packing Zone`.
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.. image:: delivery_three_steps/validate-three-step-pick.png
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.. image:: delivery_three_steps/delivery-three-steps-picking-order.png
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:align: center
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:alt: Validate the picking by clicking Validate.
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:alt: Picking order operation showing source location and destination location.
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Process a packing
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-----------------
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The packing order will be ready to be processed once the picking is completed, and can be found in
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the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
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Process` smart button in the :guilabel:`Pack` kanban card.
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After validating the picking, the packing order is ready to process. Click back to the
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:guilabel:`Inventory Overview`, and locate the :guilabel:`Pack` task card on the dashboard.
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.. image:: delivery_three_steps/three-step-kanban-pack.png
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:align: center
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:alt: The packing order can be seen in the Inventory kanban view.
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Click the :guilabel:`# To Process` button (in this case, :guilabel:`1 To Process`). This reveals the
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packing order generated from the previously confirmed sales order.
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Click on the packing order associated with the sales order, then click on :guilabel:`Validate` to
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complete the packing.
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.. image:: delivery_three_steps/validate-three-step-pack.png
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.. image:: delivery_three_steps/delivery-three-steps-packing-order.png
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:align: center
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:alt: Click Validate on the packing order to transfer the product from the packing zone to the
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output location.
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:alt: Packing order operation showing source location and destination location.
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Once the packing order is validated, the product leaves the :guilabel:`WH/Packing Zone` location and
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moves to the :guilabel:`WH/Output` location. Then, the status of the document will change to
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@ -118,18 +100,21 @@ moves to the :guilabel:`WH/Output` location. Then, the status of the document wi
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Process a delivery
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------------------
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The delivery order will be ready to be processed once the packing is completed, and can be found in
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the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
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Process` smart button in the :guilabel:`Delivery Orders` kanban card.
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Once the packing order has been validated, the delivery order is ready to process. Navigate back to
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the original sales order to process the delivery by going to :menuselection:`Sales app`, and
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selecting the sales order created previously.
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.. image:: delivery_three_steps/three-step-kanban-delivery.png
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:align: center
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:alt: The delivery order can be seen in the Delivery Orders Kanban view.
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.. tip::
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Delivery orders can *also* be accessed by going to :menuselection:`Inventory app --> Operations
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--> Deliveries`.
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Click on the delivery order associated with the sales order, then click on :guilabel:`Validate` to
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complete the move.
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The :guilabel:`Delivery` smart button now indicates there are 3 transfers, instead of one. Clicking
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the :guilabel:`Delivery` smart button shows the three operations for this sales order: the picking,
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the packing, and the delivery.
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.. image:: delivery_three_steps/three-step-delivery-out.png
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Click the delivery (WH/OUT) transfer to open the delivery order. Then, click :guilabel:`Validate`.
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.. image:: delivery_three_steps/delivery-three-steps-delivery-order.png
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:align: center
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:alt: Click Validate on the delivery order to transfer the product from the output location to
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the customer location.
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