[IMP] inventory: udpate shipments & deliveries doc
closes odoo/documentation#8974
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Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Incoming shipments and delivery orders
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======================================
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There are several ways to handle how a warehouse receives products (receipts) and ships products
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(deliveries). Depending on several factors, such as the type of products stocked and sold, warehouse
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size, and the amount of daily confirmed receipts and delivery orders, the way products are handled
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when coming in and out of the warehouse can vary a lot. Different settings can be configured for
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receipts and deliveries; they do not have to be configured to have the same number of steps.
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In Odoo, there are many different ways to process receipts and deliveries for products moving in and
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out of a warehouse.
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A company's preferred method of receiving, or shipping, products depends on several factors, such as
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the type of products stocked and sold, the size of the warehouse, the amount of receipts and
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delivery orders processed daily, and so on.
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Enabling the *Multi-Step Routes* feature in Odoo's *Inventory* app settings allows users to change
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the manner in which receipts and deliveries are processed in the database.
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.. seealso::
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- `Using Routes (eLearning Tutorial) <https://www.odoo.com/slides/slide/using-routes-1018>`_
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- `Push & Pull Rules (eLearning Tutorial)
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<https://www.odoo.com/slides/slide/push-pull-rules-1024>`_
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<https://www.odoo.com/slides/slide/push-pull-rules-5789>`_
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Choosing the right inventory flow to handle receipts and deliveries
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===================================================================
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The default incoming and outgoing routes in Odoo are set to receive and deliver goods in one step.
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However, once the *Multi-Step Routes* feature is enabled, the incoming and outgoing routes can be
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changed to either two steps or three steps.
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By default, Odoo handles shipping and receiving in three different ways: in one, two, or three
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steps. The simplest configuration is one step, which is the default. Each additional step required
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for a warehouse for either the receiving or shipping process will add an additional layer of
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operations to perform before a product is either received or shipped. These configurations depend
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entirely on the requirements for the products stored, such as performing quality checks on received
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products, or using special packaging on shipped products.
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.. note::
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To activate the *Multi-Step Routes* feature, navigate to :menuselection:`Inventory app -->
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Configuration --> Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to
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:guilabel:`Multi-Step Routes`, and click :guilabel:`Save`.
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Doing so *also* enables the :guilabel:`Storage Locations` feature, if not already enabled.
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Adding additional steps to receipts and deliveries moving in and out of the warehouse adds
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additional operations that must be completed *before* a product is finally received or shipped.
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These configurations vary, depending on the needs of the business. They also depend on any
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requirements for the products stored, including the performance of quality control checks on
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received products, or the use of special packaging on shipped products.
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One-step flow
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-------------
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=============
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The receiving and shipping rules for a one-step configuration are as follows:
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- **Receipt**: Receive products directly into stock. No intermediate steps between receipt and stock
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occur, such as a transfer to a quality control location.
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- **Shipping**: Ship products directly from stock. No intermediate steps between stock and shipping
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occur, such as a transfer to a packing location.
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- Can only be used if not using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First
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Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategies.
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- Receipts and/or deliveries are handled quickly.
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- Recommended for small warehouses with low stock levels, and for non-perishable items.
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- **Receipt**: receive products directly from vendors into stock. *No* intermediate steps between
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receipt and input to stock occur.
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- **Shipping**: ship products directly from warehouse stock to customer. *No* intermediate steps
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occur before shipping.
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- Can *only* be used if **not** using First In, First Out (FIFO), Last In, First Out (LIFO), or
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First Expired, First Out (FEFO) removal strategies.
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- Items are received or shipped directly into/from stock.
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- Suited for warehouses that require receipts and/or deliveries to be handled quickly.
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- Recommended for small warehouses with low stock levels, and for non-perishable items.
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.. seealso::
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:doc:`receipts_delivery_one_step`
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Two-step flow
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-------------
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=============
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The receiving and shipping rules for a two-step configuration are as follows:
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- **Input + stock**: Bring products to an input location *before* moving into stock. Products can be
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- **Input + stock**: bring products to an input location *before* moving into stock. Products can be
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organized by different internal storage locations, such as various shelves, freezers, and locked
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areas, before being stocked in the warehouse.
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- **Pick + ship**: Bring products to an output location before shipping. Packages can be organized
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by different carriers or shipping docks before being shipped.
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- Minimum requirement to use lot numbers or serial numbers to track products with a
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:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)` or
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:abbr:`FEFO (First Expired, First Out)` removal strategy.
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- Recommended for larger warehouses with high stock levels, or when stocking large items (such as
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mattresses, large furniture, heavy machinery, etc.).
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- **Pick + ship**: bring products to an output location before shipping. Packages can be organized
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by different carriers, or moved to shipping docks before being shipped.
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- Minimum requirement to use lot numbers, or serial numbers, to track products with a :abbr:`FIFO
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(First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First
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Out)` removal strategy.
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- Products received will not be available for manufacturing, shipping, etc., until they are
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transferred into stock.
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transferred into warehouse stock.
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- Recommended for larger warehouses with high stock levels, or when stocking large items (e.g.,
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mattresses, large furniture, heavy machinery, etc.).
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.. seealso::
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:ref:`Process receipts and deliveries in two steps <inventory/receipts_delivery_two_steps>`
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:doc:`receipts_delivery_two_steps`
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Three-step flow
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---------------
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===============
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The receiving and shipping rules for a three-step configuration are as follows:
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- **Input + quality + stock**: Receive products at the input location, transfer them to a quality
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- **Input + quality + stock**: receive products at the input location, transfer them to a quality
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control area, and move the ones that pass inspection into stock.
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- **Pick + pack + ship**: Pick products according to their removal strategy, pack them in a
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- **Pick + pack + ship**: pick products according to their removal strategy, pack them in a
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dedicated packing area, and bring them to an output location for shipping.
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- Can be used when tracking products by lot or serial numbers when using a :abbr:`FIFO (First In,
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- Can be used when tracking products by lot or serial numbers when using :abbr:`FIFO (First In,
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First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal
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strategy.
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- Recommended for very large warehouses with very high stock levels.
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- Required for any warehouse needing to perform quality control inspections before receiving items
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into stock.
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- Products received will not be available for manufacturing, shipping, etc., until they are
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transferred into stock.
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- Required for any warehouse needing to perform quality control inspections before receiving items
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into stock.
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- Recommended for very large warehouses with very high stock levels.
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.. seealso::
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- :ref:`Process receipts in three steps <inventory/receipts_three_steps>`
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- :ref:`Process deliveries in three steps <inventory/delivery_three_steps>`
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- :doc:`receipts_three_steps`
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- :doc:`delivery_three_steps`
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