[IMP] inventory: udpate shipments & deliveries doc

closes odoo/documentation#8974

X-original-commit: 3973c40516
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst

@@ -2,84 +2,96 @@
 Incoming shipments and delivery orders
 ======================================
 
-There are several ways to handle how a warehouse receives products (receipts) and ships products
-(deliveries). Depending on several factors, such as the type of products stocked and sold, warehouse
-size, and the amount of daily confirmed receipts and delivery orders, the way products are handled
-when coming in and out of the warehouse can vary a lot. Different settings can be configured for
-receipts and deliveries; they do not have to be configured to have the same number of steps.
+In Odoo, there are many different ways to process receipts and deliveries for products moving in and
+out of a warehouse.
+
+A company's preferred method of receiving, or shipping, products depends on several factors, such as
+the type of products stocked and sold, the size of the warehouse, the amount of receipts and
+delivery orders processed daily, and so on.
+
+Enabling the *Multi-Step Routes* feature in Odoo's *Inventory* app settings allows users to change
+the manner in which receipts and deliveries are processed in the database.
 
 .. seealso::
    - `Using Routes (eLearning Tutorial) <https://www.odoo.com/slides/slide/using-routes-1018>`_
    - `Push & Pull Rules (eLearning Tutorial)
-     <https://www.odoo.com/slides/slide/push-pull-rules-1024>`_
+     <https://www.odoo.com/slides/slide/push-pull-rules-5789>`_
 
-Choosing the right inventory flow to handle receipts and deliveries
-===================================================================
+The default incoming and outgoing routes in Odoo are set to receive and deliver goods in one step.
+However, once the *Multi-Step Routes* feature is enabled, the incoming and outgoing routes can be
+changed to either two steps or three steps.
 
-By default, Odoo handles shipping and receiving in three different ways: in one, two, or three
-steps. The simplest configuration is one step, which is the default. Each additional step required
-for a warehouse for either the receiving or shipping process will add an additional layer of
-operations to perform before a product is either received or shipped. These configurations depend
-entirely on the requirements for the products stored, such as performing quality checks on received
-products, or using special packaging on shipped products.
+.. note::
+   To activate the *Multi-Step Routes* feature, navigate to :menuselection:`Inventory app -->
+   Configuration --> Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to
+   :guilabel:`Multi-Step Routes`, and click :guilabel:`Save`.
+
+   Doing so *also* enables the :guilabel:`Storage Locations` feature, if not already enabled.
+
+Adding additional steps to receipts and deliveries moving in and out of the warehouse adds
+additional operations that must be completed *before* a product is finally received or shipped.
+
+These configurations vary, depending on the needs of the business. They also depend on any
+requirements for the products stored, including the performance of quality control checks on
+received products, or the use of special packaging on shipped products.
 
 One-step flow
--------------
+=============
 
 The receiving and shipping rules for a one-step configuration are as follows:
 
-- **Receipt**: Receive products directly into stock. No intermediate steps between receipt and stock
-  occur, such as a transfer to a quality control location.
-- **Shipping**: Ship products directly from stock. No intermediate steps between stock and shipping
-  occur, such as a transfer to a packing location.
-- Can only be used if not using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First
-  Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategies.
-- Receipts and/or deliveries are handled quickly.
-- Recommended for small warehouses with low stock levels, and for non-perishable items.
+- **Receipt**: receive products directly from vendors into stock. *No* intermediate steps between
+  receipt and input to stock occur.
+- **Shipping**: ship products directly from warehouse stock to customer. *No* intermediate steps
+  occur before shipping.
+- Can *only* be used if **not** using First In, First Out (FIFO), Last In, First Out (LIFO), or
+  First Expired, First Out (FEFO) removal strategies.
 - Items are received or shipped directly into/from stock.
+- Suited for warehouses that require receipts and/or deliveries to be handled quickly.
+- Recommended for small warehouses with low stock levels, and for non-perishable items.
 
 .. seealso::
    :doc:`receipts_delivery_one_step`
 
 Two-step flow
--------------
+=============
 
 The receiving and shipping rules for a two-step configuration are as follows:
 
-- **Input + stock**: Bring products to an input location *before* moving into stock. Products can be
+- **Input + stock**: bring products to an input location *before* moving into stock. Products can be
   organized by different internal storage locations, such as various shelves, freezers, and locked
   areas, before being stocked in the warehouse.
-- **Pick + ship**: Bring products to an output location before shipping. Packages can be organized
-  by different carriers or shipping docks before being shipped.
-- Minimum requirement to use lot numbers or serial numbers to track products with a
-  :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)` or
-  :abbr:`FEFO (First Expired, First Out)` removal strategy.
-- Recommended for larger warehouses with high stock levels, or when stocking large items (such as
-  mattresses, large furniture, heavy machinery, etc.).
+- **Pick + ship**: bring products to an output location before shipping. Packages can be organized
+  by different carriers, or moved to shipping docks before being shipped.
+- Minimum requirement to use lot numbers, or serial numbers, to track products with a :abbr:`FIFO
+  (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First
+  Out)` removal strategy.
 - Products received will not be available for manufacturing, shipping, etc., until they are
-  transferred into stock.
+  transferred into warehouse stock.
+- Recommended for larger warehouses with high stock levels, or when stocking large items (e.g.,
+  mattresses, large furniture, heavy machinery, etc.).
 
 .. seealso::
-   :ref:`Process receipts and deliveries in two steps <inventory/receipts_delivery_two_steps>`
+   :doc:`receipts_delivery_two_steps`
 
 Three-step flow
----------------
+===============
 
 The receiving and shipping rules for a three-step configuration are as follows:
 
-- **Input + quality + stock**: Receive products at the input location, transfer them to a quality
+- **Input + quality + stock**: receive products at the input location, transfer them to a quality
   control area, and move the ones that pass inspection into stock.
-- **Pick + pack + ship**: Pick products according to their removal strategy, pack them in a
+- **Pick + pack + ship**: pick products according to their removal strategy, pack them in a
   dedicated packing area, and bring them to an output location for shipping.
-- Can be used when tracking products by lot or serial numbers when using a :abbr:`FIFO (First In,
+- Can be used when tracking products by lot or serial numbers when using :abbr:`FIFO (First In,
   First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal
   strategy.
-- Recommended for very large warehouses with very high stock levels.
-- Required for any warehouse needing to perform quality control inspections before receiving items
-  into stock.
 - Products received will not be available for manufacturing, shipping, etc., until they are
   transferred into stock.
+- Required for any warehouse needing to perform quality control inspections before receiving items
+  into stock.
+- Recommended for very large warehouses with very high stock levels.
 
 .. seealso::
-   - :ref:`Process receipts in three steps <inventory/receipts_three_steps>`
-   - :ref:`Process deliveries in three steps <inventory/delivery_three_steps>`
+   - :doc:`receipts_three_steps`
+   - :doc:`delivery_three_steps`