[IMP] update 3 step receipts doc
closes odoo/documentation#8954
X-original-commit: ba2a95a3d5
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
@ -21,7 +21,7 @@ three-step receipts. First, make sure the *Multi-Step Routes* option is enabled
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:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
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:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.
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.. image:: receipts_three_steps/multi-step-routes.png
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.. image:: receipts_three_steps/receipts-three-steps-multi-step-routes.png
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:align: center
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:alt: Activate multi-step routes and storage locations in Inventory settings.
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@ -32,7 +32,7 @@ be edited. Doing so reveals the detail form for that specific warehouse.
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On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive goods in input, then
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quality and then stock (3 steps)` for :guilabel:`Incoming Shipments`.
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.. image:: receipts_three_steps/three-step-receipt-settings.png
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.. image:: receipts_three_steps/receipts-three-steps-incoming-shipments.png
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:align: center
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:alt: Set incoming shipment option to receive in three steps.
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@ -55,77 +55,61 @@ A :guilabel:`Receipt` smart button will appear in the top right, and the receipt
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with the purchase order. Clicking on the :guilabel:`Receipt` smart button will show the receipt
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order.
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.. image:: receipts_three_steps/three-step-purchase-receipt.png
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.. image:: receipts_three_steps/receipts-three-steps-smart-button.png
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:align: center
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:alt: After confirming a purchase order, a Receipt smart button will appear.
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Process a receipt
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-----------------
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One receipt and two internal transfers (one transfer to quality, and a subsequent transfer to stock)
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will be created once the purchase order is confirmed. To view these transfers, go to
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:menuselection:`Inventory --> Operations --> Transfers`.
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Once the purchase order (PO) is confirmed, a receipt (`WH/IN`) operation is generated and ready to
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process.
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.. image:: receipts_three_steps/three-step-transfers.png
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The receipt can be confirmed from the original purchase order form, or it can be accessed by
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navigating to the :menuselection:`Inventory app`, and locating the :guilabel:`Receipts` task card.
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Click the :guilabel:`# To Process` button to reveal all incoming receipts to process. Click the
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receipt associated with the previous purchase order.
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Click :guilabel:`Validate` to validate the receipt, and move the product to the destination
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location, :guilabel:`WH/Input`.
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.. image:: receipts_three_steps/receipts-three-steps-receipt-form.png
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:align: center
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:alt: The status of the three receipt transfers will show which operation is ready and which ones
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are waiting another operation.
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The status of the receipt transferring the product to the input location will be :guilabel:`Ready`,
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since the receipt must be processed before any other operation can occur. The status of the two
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internal transfers will be :guilabel:`Waiting Another Operation`, since the transfers cannot be
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processed until the linked step before each transfer is completed.
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The status of the first internal transfer to *quality* will only change to :guilabel:`Ready` when
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the receipt has been marked :guilabel:`Done`. The status for the second internal transfer to *stock*
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will be marked :guilabel:`Ready` only after the transfer to quality has been marked
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:guilabel:`Done`.
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The receipt can also be found in the :menuselection:`Inventory` application. In the
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:guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` smart button in the
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:guilabel:`Receipts` kanban card.
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.. image:: receipts_three_steps/three-step-receive-kanban.png
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:align: center
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:alt: One Receipt ready to process in the Inventory Overview kanban view.
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Click on the receipt associated with the purchase order, then click :guilabel:`Validate` to complete
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the receipt and move the product to the :guilabel:`Input Location`.
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.. image:: receipts_three_steps/validate-three-step-receipt.png
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:align: center
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:alt: Validate the receipt by clicking Validate, and the product will be transferred to the
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WH/Quality location.
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:alt: Receipt operation for product being moved to WH/Input location.
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Process a transfer to Quality Control
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-------------------------------------
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Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the
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product to :guilabel:`Quality Control`. In the :menuselection:`Inventory` :guilabel:`Overview`
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dashboard, click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers`
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kanban card.
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Once the receipt has been validated, an internal transfer operation to move the product to quality
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control is ready to process.
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.. image:: receipts_three_steps/three-step-quality-transfer.png
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Click :guilabel:`Inventory Overview` in the breadcrumbs to navigate back to the dashboard, and
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locate the :guilabel:`Internal Transfers` task card.
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Select the :guilabel:`# To Process` button to reveal all internal transfers to process. Then, choose
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the internal transfer associated with the validated receipt.
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Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
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:guilabel:`WH/Input` to :guilabel:`WH/Quality Control`.
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.. image:: receipts_three_steps/receipts-three-steps-internal-transfer.png
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:align: center
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:alt: One Internal Transfer ready to process in the Inventory Overview kanban view.
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Click on the :guilabel:`Transfer` associated with the purchase order, then click
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:guilabel:`Validate` to complete the transfer and move the product to the :guilabel:`Quality
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Control` location. Once the transfer is validated, the product is ready for the quality inspection,
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but is not available for manufacturing or delivery orders.
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.. image:: receipts_three_steps/validate-three-step-quality-move.png
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:align: center
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:alt: Validate the internal transfer to move the item to the Quality Control location.
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:alt: Internal transfer for product being moved to quality control zone.
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Process a transfer to stock
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===========================
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Once the product is in the :guilabel:`Quality Control` location, the final internal transfer is
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ready to move the product to :guilabel:`Stock`. In the :guilabel:`Inventory` overview dashboard,
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click the :guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` Kanban card.
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Once the internal transfer to move the product to quality control has been validated, another
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internal transfer operation to move the product into warehouse stock is ready to process.
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Click on the final :guilabel:`Transfer` associated with the purchase order, then click
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:guilabel:`Validate` to complete the transfer and move the product to stock. Once the transfer is
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validated, the product enters the stock and is available for customer deliveries or manufacturing
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orders.
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Click :guilabel:`YourCompany: Internal Transfers` in the breadcrumbs to reveal the list of all
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internal transfers to process. Then, select the new internal transfer to move the product from
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`WH/Quality Control` to `WH/Stock`.
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Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
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:guilabel:`WH/Quality Control` to :guilabel:`WH/Stock`.
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.. image:: receipts_three_steps/receipts-three-steps-second-transfer.png
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:align: center
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:alt: Internal transfer for product being moved to warehouse stock.
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