[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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Brandon Seltenrich (BRSE) 2024-04-18 14:54:10 -04:00
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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`