From aa2044499b7e7f62b891fda12b5072a0fb7151a1 Mon Sep 17 00:00:00 2001 From: Yannick Tivisse Date: Mon, 2 Nov 2015 14:14:33 +0100 Subject: [PATCH] [ADD] inventory: How to choose the right flow to handle receipts? https://docs.google.com/document/d/1n8fYnHnUA0RpHlCp0aMBwes6u0QGkYy84D8pZ1Xxl9c/edit --- inventory.rst | 1 + inventory/delivery/dropshipping.rst | 4 +- inventory/incoming.rst | 11 ++++ inventory/incoming/handle_receipts.rst | 72 ++++++++++++++++++++++++++ inventory/incoming/three_steps.rst | 3 ++ inventory/incoming/two_steps.rst | 3 ++ 6 files changed, 92 insertions(+), 2 deletions(-) create mode 100644 inventory/incoming.rst create mode 100644 inventory/incoming/handle_receipts.rst create mode 100644 inventory/incoming/three_steps.rst create mode 100644 inventory/incoming/two_steps.rst diff --git a/inventory.rst b/inventory.rst index 6e2209dd2..d0ca3fa67 100644 --- a/inventory.rst +++ b/inventory.rst @@ -9,5 +9,6 @@ Inventory inventory/overview inventory/delivery + inventory/incoming inventory/settings inventory/management diff --git a/inventory/delivery/dropshipping.rst b/inventory/delivery/dropshipping.rst index 54af6cd93..ab7420871 100644 --- a/inventory/delivery/dropshipping.rst +++ b/inventory/delivery/dropshipping.rst @@ -52,7 +52,7 @@ Configuring drop-shipping - Open the menu :menuselection:`Inventory --> Configuration --> Settings`. Go to **Location & Warehouse**, locate the **Dropshipping** option and tick the box **Allow suppliers to deliver directly to - your customers**. Then, click on *Apply**. + your customers**. Then, click on **Apply**. .. image:: media/dropshipping06.png :align: center @@ -79,7 +79,7 @@ How to send products from the customers directly to the suppliers .. image:: media/dropshipping01.png :align: center -- Open the menu :menuselection:`Purchases --> Purchase --> Requests for Quotation`. +- Open the menu :menuselection:`Purchases --> Purchases --> Requests for Quotation`. The draft purchase order is automatically created from the procurement with the drop-shipping route. Once the order is confirmed, you will see that one shipment has been created. diff --git a/inventory/incoming.rst b/inventory/incoming.rst new file mode 100644 index 000000000..3f7d2f3f5 --- /dev/null +++ b/inventory/incoming.rst @@ -0,0 +1,11 @@ +================== +Incoming Shipments +================== + +.. toctree:: + :titlesonly: + :glob: + + incoming/handle_receipts + incoming/two_steps + incoming/three_steps \ No newline at end of file diff --git a/inventory/incoming/handle_receipts.rst b/inventory/incoming/handle_receipts.rst new file mode 100644 index 000000000..74a1020d4 --- /dev/null +++ b/inventory/incoming/handle_receipts.rst @@ -0,0 +1,72 @@ +================================================ +How to choose the right flow to handle receipts? +================================================ + +Overview +======== + +Depending on factors such as the type of items you receive, the size of +your warehouse, the number of receipt you register everyday... the way you +handle receipts to your customers can vary a lot. + +Odoo allows you to handle receipts from your warehouse in 3 different +ways: + +- **One step**: Receive goods directly in stock. + +- **Two steps**: Unload in input location then go to stock. + +- **Three steps**: Unload in input location, go through a quality control + before being admitted in stock. + +Odoo uses **routes** to define exactly how you will handle the different +receipt steps. The configuration is done at the level of the warehouse. +In standard, the reception is a one step process, but changing the +configuration can allow to have 2 or even 3 steps. + +The principles are the following: + +1. **One step**: You receive the goods directly in your stock. + +2. **Two steps**: You receive the goods in an input area then transfer them + from input area to your stock. As long as the goods are not + transferred in your stock, they will not be available for further + processing. + +3. **Three steps**: In many companies, it is necessary to assess the + received good. The goal is to check that the products + correspond to the quality requirements agreed with the + suppliers. Adding a quality control step in the goods receipt + process can become essential. + + You receive the goods in an input area, then transfer them into + quality area for quality control. When your quality check + process finishes then you can move the goods from QC to stock. + Of course, you may change the quantity and only transfer to + Stock the quantity that is valid and decide that you will + return the quantity that is not good. + +Configuration +============= + +One step flow +------------- + +This is the default configuration in Odoo. + +Two steps flow +-------------- + +Please read documentation on :doc:`two_steps` + +Three steps flow +---------------- + +Please read documentation on :doc:`three_steps` + +.. seealso:: + * :doc:`../delivery/inventory_flow` + +.. todo:: + Add section when available + - How to analyse the performance of my vendors? \ No newline at end of file diff --git a/inventory/incoming/three_steps.rst b/inventory/incoming/three_steps.rst new file mode 100644 index 000000000..e9da39174 --- /dev/null +++ b/inventory/incoming/three_steps.rst @@ -0,0 +1,3 @@ +============================================================= +How to add a quality control step in goods receipt? (3 steps) +============================================================= \ No newline at end of file diff --git a/inventory/incoming/two_steps.rst b/inventory/incoming/two_steps.rst new file mode 100644 index 000000000..0dcb1fad4 --- /dev/null +++ b/inventory/incoming/two_steps.rst @@ -0,0 +1,3 @@ +=========================================================== +How to unload your shipment to an input location? (2 steps) +=========================================================== \ No newline at end of file