diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst index eabe3788b..72bf73b88 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst @@ -21,7 +21,7 @@ three-step receipts. First, make sure the *Multi-Step Routes* option is enabled :menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes` will also activate *Storage Locations*. -.. image:: receipts_three_steps/multi-step-routes.png +.. image:: receipts_three_steps/receipts-three-steps-multi-step-routes.png :align: center :alt: Activate multi-step routes and storage locations in Inventory settings. @@ -32,7 +32,7 @@ be edited. Doing so reveals the detail form for that specific warehouse. On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive goods in input, then quality and then stock (3 steps)` for :guilabel:`Incoming Shipments`. -.. image:: receipts_three_steps/three-step-receipt-settings.png +.. image:: receipts_three_steps/receipts-three-steps-incoming-shipments.png :align: center :alt: Set incoming shipment option to receive in three steps. @@ -55,77 +55,61 @@ A :guilabel:`Receipt` smart button will appear in the top right, and the receipt with the purchase order. Clicking on the :guilabel:`Receipt` smart button will show the receipt order. -.. image:: receipts_three_steps/three-step-purchase-receipt.png +.. image:: receipts_three_steps/receipts-three-steps-smart-button.png :align: center :alt: After confirming a purchase order, a Receipt smart button will appear. Process a receipt ----------------- -One receipt and two internal transfers (one transfer to quality, and a subsequent transfer to stock) -will be created once the purchase order is confirmed. To view these transfers, go to -:menuselection:`Inventory --> Operations --> Transfers`. +Once the purchase order (PO) is confirmed, a receipt (`WH/IN`) operation is generated and ready to +process. -.. image:: receipts_three_steps/three-step-transfers.png +The receipt can be confirmed from the original purchase order form, or it can be accessed by +navigating to the :menuselection:`Inventory app`, and locating the :guilabel:`Receipts` task card. + +Click the :guilabel:`# To Process` button to reveal all incoming receipts to process. Click the +receipt associated with the previous purchase order. + +Click :guilabel:`Validate` to validate the receipt, and move the product to the destination +location, :guilabel:`WH/Input`. + +.. image:: receipts_three_steps/receipts-three-steps-receipt-form.png :align: center - :alt: The status of the three receipt transfers will show which operation is ready and which ones - are waiting another operation. - -The status of the receipt transferring the product to the input location will be :guilabel:`Ready`, -since the receipt must be processed before any other operation can occur. The status of the two -internal transfers will be :guilabel:`Waiting Another Operation`, since the transfers cannot be -processed until the linked step before each transfer is completed. - -The status of the first internal transfer to *quality* will only change to :guilabel:`Ready` when -the receipt has been marked :guilabel:`Done`. The status for the second internal transfer to *stock* -will be marked :guilabel:`Ready` only after the transfer to quality has been marked -:guilabel:`Done`. - -The receipt can also be found in the :menuselection:`Inventory` application. In the -:guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` smart button in the -:guilabel:`Receipts` kanban card. - -.. image:: receipts_three_steps/three-step-receive-kanban.png - :align: center - :alt: One Receipt ready to process in the Inventory Overview kanban view. - -Click on the receipt associated with the purchase order, then click :guilabel:`Validate` to complete -the receipt and move the product to the :guilabel:`Input Location`. - -.. image:: receipts_three_steps/validate-three-step-receipt.png - :align: center - :alt: Validate the receipt by clicking Validate, and the product will be transferred to the - WH/Quality location. + :alt: Receipt operation for product being moved to WH/Input location. Process a transfer to Quality Control ------------------------------------- -Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the -product to :guilabel:`Quality Control`. In the :menuselection:`Inventory` :guilabel:`Overview` -dashboard, click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` -kanban card. +Once the receipt has been validated, an internal transfer operation to move the product to quality +control is ready to process. -.. image:: receipts_three_steps/three-step-quality-transfer.png +Click :guilabel:`Inventory Overview` in the breadcrumbs to navigate back to the dashboard, and +locate the :guilabel:`Internal Transfers` task card. + +Select the :guilabel:`# To Process` button to reveal all internal transfers to process. Then, choose +the internal transfer associated with the validated receipt. + +Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from +:guilabel:`WH/Input` to :guilabel:`WH/Quality Control`. + +.. image:: receipts_three_steps/receipts-three-steps-internal-transfer.png :align: center - :alt: One Internal Transfer ready to process in the Inventory Overview kanban view. - -Click on the :guilabel:`Transfer` associated with the purchase order, then click -:guilabel:`Validate` to complete the transfer and move the product to the :guilabel:`Quality -Control` location. Once the transfer is validated, the product is ready for the quality inspection, -but is not available for manufacturing or delivery orders. - -.. image:: receipts_three_steps/validate-three-step-quality-move.png - :align: center - :alt: Validate the internal transfer to move the item to the Quality Control location. + :alt: Internal transfer for product being moved to quality control zone. Process a transfer to stock =========================== -Once the product is in the :guilabel:`Quality Control` location, the final internal transfer is -ready to move the product to :guilabel:`Stock`. In the :guilabel:`Inventory` overview dashboard, -click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` Kanban card. +Once the internal transfer to move the product to quality control has been validated, another +internal transfer operation to move the product into warehouse stock is ready to process. -Click on the final :guilabel:`Transfer` associated with the purchase order, then click -:guilabel:`Validate` to complete the transfer and move the product to stock. Once the transfer is -validated, the product enters the stock and is available for customer deliveries or manufacturing -orders. +Click :guilabel:`YourCompany: Internal Transfers` in the breadcrumbs to reveal the list of all +internal transfers to process. Then, select the new internal transfer to move the product from +`WH/Quality Control` to `WH/Stock`. + +Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from +:guilabel:`WH/Quality Control` to :guilabel:`WH/Stock`. + +.. image:: receipts_three_steps/receipts-three-steps-second-transfer.png + :align: center + :alt: Internal transfer for product being moved to warehouse stock. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps/multi-step-routes.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps/multi-step-routes.png deleted file mode 100644 index c8f016b1e..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps/multi-step-routes.png and /dev/null differ diff --git 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