[IMP] Inventory: Update dropshipping

closes odoo/documentation#3607

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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John Holton (hojo) 2023-02-16 20:21:00 +00:00 committed by Zachary Straub (ZST)
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================================================================== =============================================================
Send Products to Customers Directly from Suppliers (Drop-shipping) Use dropshipping to ship directly from suppliers to customers
================================================================== =============================================================
What is Drop-Shipping? Dropshipping is an order fulfillment strategy that allows sellers to have items shipped directly
====================== from suppliers to customers. Normally, a seller purchases a product from a supplier, stores it in
their inventory, and ships it to the end customer once an order is placed. With dropshipping, the
supplier is responsible for storing and shipping the item. This benefits the seller by reducing
inventory costs, including the price of operating warehouses.
Drop-Shipping is a system that allows orders taken from your store to be Configure products to be dropshipped
shipped straight from your supplier to your customer. On a usual ====================================
delivery system, products are sent from your supplier to your warehouse
to be put in stock and then shipped to your customers after ordering.
With drop-shipping, no item is stocked. When a customer places an order To use dropshipping as a fulfillment strategy, navigate to the :guilabel:`Purchase` app and select
in your shop, the item is delivered straight from the supplier to the :menuselection:`Configuration --> Settings`. Under the :guilabel:`Logistics` heading, click the
customer. Therefore, the product doesn't need to get through your :guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish.
warehouse.
Points to be Considered while Implementing Drop-Shipping Next, go to the :guilabel:`Sales` app, click :menuselection:`Products --> Products` and choose an
======================================================== existing product or select :guilabel:`Create` to configure a new one. On the product page, make sure
that the :guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are enabled.
- Use drop-shipping only for the products you can't or don't want to keep in stock. .. image:: dropshipping/sold-purchased-checkboxes.png
One reason is that you'll always make smaller :align: center
margins on items that are drop-shipped, so you should keep it :alt: Enable the "Can be Sold" and "Can be Purchased" checkboxes on the product form.
only for items that take up a lot of space in your warehouse.
- Drop-shipping is best for niche products. Click on the :guilabel:`Purchase` tab and specify a vendor and the price that they sell the product
Chances are that products that are in high demand are being offered by large suppliers at a for. Multiple vendors can be added, but the vendor at the top of the list will be the one
fraction of the price you'll be able to charge, so using a more automatically selected for purchase orders.
costly shipping method won't be financially rewarding. But if
your product is unique, then it makes sense!
- To protect your customers from bad experiences. .. image:: dropshipping/product-vendor-config.png
Test drop-shipping companies for yourself beforehand and list the best ones. :align: center
:alt: The product form with a vendor specified.
- Make sure time is not against you. Finally, select the :guilabel:`Inventory` tab and enable the :guilabel:`Dropship` checkbox in the
Drop-shipping should take a reasonable amount of time and surely not more than it would have taken you to handle it all by yourself. It's also nice to be able :guilabel:`Routes` section.
to provide your customers with a tracking number.
- Items have to be available from your supplier. .. image:: dropshipping/enable-dropship-route.png
It's good to know if :align: center
the product you're selling is available upstream. If you don't :alt: Enable the Dropship option in the product inventory tab.
have that information, inform your customers that you don't hold
the item in stock and that it's subject to availability from a Fulfill orders using dropshipping
third party. =================================
When a customer completes an online purchase for a dropshipped product, a sales order will be
automatically created with an associated request for quotation (:abbr:`RFQ (Request for Quotation)`)
for the supplier. Sales orders can be viewed in the :guilabel:`Sales` app by selecting
:menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart button at the top right of
a sales order to view the associated :abbr:`RFQ (Request for Quotation)`.
.. tip:: .. tip::
For more information and insights about Drop-Shipping, you can read our Dropship sales orders can also be created manually through the :guilabel:`Sales` app by selecting
blog: `*What is drop-shipping and how to use :menuselection:`Orders --> Orders --> Create` and adding a product configured for dropshipping.
it* <https://www.odoo.com/blog/business-hacks-1/post/what-is-drop-shipping-and-how-to-use-it-250>`__.
Configure Drop-Shipping .. image:: dropshipping/dropship-sales-order.png
=======================
Activate the functionality in the *Purchase* application by going to :menuselection:`Configuration
--> Settings`.
.. image:: dropshipping/dropshipping_01.png
:align: center :align: center
:alt: A dropship sales order with the Purchase smart button in the top right corner.
Then, go to the *Inventory* app, in :menuselection:`Configuration --> Settings` to Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a purchase order and a
activate the *Multi-Step Routes* feature. It will allow you to make dropship receipt is created and linked to it. The receipt can be viewed by clicking the
the *Route* field appear on the sale order lines to specify you send a :guilabel:`Receipt` smart button in the top right corner of the purchase order form.
product via drop-shipping.
.. image:: dropshipping/dropshipping_02.png .. image:: dropshipping/dropship-purchase-order.png
:align: center :align: center
:alt: A dropship purchase order with the Receipt smart button in the top right corner.
Now, in the *Sales* app, go to :menuselection:`Products --> Products`. Select the The dropship receipt will list the supplier in the :guilabel:`Receive From` section and the customer
product you would like to drop-ship and add a vendor pricelist which in the :guilabel:`Destination Location` section. Upon delivery of the product to the customer, click
contains the right supplier, via the purchase tab. on the :guilabel:`Validate` button at the top left of the dropship receipt to confirm the delivered
quantity.
.. image:: dropshipping/dropshipping_03.png .. image:: dropshipping/validate-dropship-receipt.png
:align: center :align: center
:alt: Validate the dropship receipt after delivery.
Send Products from the Suppliers Directly to the Customers To view all dropship orders, simply navigate to the :guilabel:`Inventory` dashboard and click the
========================================================== teal :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card.
Create a *Sales Order* and add the product on which you just set the .. image:: dropshipping/view-all-dropship-orders.png
vendor. Add the *Route* field thanks to the widget on the right of the
sale order line. Now, you are able to specify that your products route
is *Drop-Shipping*.
.. image:: dropshipping/dropshipping_04.png
:align: center
.. image:: dropshipping/dropshipping_05.png
:align: center
Once the sale order is confirmed, Odoo automatically generates a
*Request for Quotation* for the supplier who will proceed to the
drop-shipping. You can find it in the *Purchase* app, with the sale
order as *Source Document*.
.. image:: dropshipping/dropshipping_06.png
:align: center
Once this *Purchase Order* is confirmed, a *Receipt Order* is
created and linked to it. The source location is the vendor location and
the destination location is the customer location. Then, the product
wont go through your own stock when you validate the dropship document.
.. image:: dropshipping/dropshipping_07.png
:align: center
You can also easily access the dropship document directly from your
inventory dashboard.
.. image:: dropshipping/dropshipping_08.png
:align: center :align: center
:alt: Click the green button on the Dropship card to view all dropship orders.

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