From c2f64cfd4af41d67bc6c63915985380dbda85570 Mon Sep 17 00:00:00 2001 From: "Brandon Seltenrich (BRSE)" Date: Mon, 5 Jun 2023 14:01:21 +0000 Subject: [PATCH] [FIX] inventory: fix two step doc closes odoo/documentation#4650 X-original-commit: c9dcbf6d0150c35d7d678a742835951b001f2a11 Signed-off-by: Zachary Straub (zst) Signed-off-by: Brandon Seltenrich (brse) --- .../receipts_delivery_two_steps.rst | 32 +++++++++---------- 1 file changed, 16 insertions(+), 16 deletions(-) diff --git a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst index 334704c9f..af5f0c734 100644 --- a/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst +++ b/content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst @@ -32,7 +32,7 @@ Configure multi-step routes =========================== First, make sure the :guilabel:`Multi-Step Routes` option is enabled in :menuselection:`Inventory ---> Configuration --> Settings`, under the ::guilabel:`Warehouse` heading. After enabling the +--> Configuration --> Settings`, under the :guilabel:`Warehouse` heading. After enabling the setting, :guilabel:`Save` the changes. .. note:: @@ -60,7 +60,7 @@ Shipments`. :guilabel:`Save` the changes to finish. by default, are labeled :guilabel:`WH/Input` and :guilabel:`WH/Output`, respectively, on the :guilabel:`Locations` dashboard. To rename these locations, go to :menuselection:`Configuration --> Locations`, select the :guilabel:`Location` to change, and then click :guilabel:`Edit`. On - the location form, update the ::guilabel:`Location Name`, make any other changes (if necessary) + the location form, update the :guilabel:`Location Name`, make any other changes (if necessary) and :guilabel:`Save` the changes. Process a receipt in two steps (input + stock) @@ -76,12 +76,12 @@ quote as a new purchase order. .. important:: For businesses with multiple warehouses that have different step configurations, the - :guilabel:`Deliver To` field on the ::abbr:`PO (Purchase Order)` form may need to be specifed as + :guilabel:`Deliver To` field on the :abbr:`PO (Purchase Order)` form may need to be specified as the correct *input location* connected to the two-step warehouse, which can be done by selecting the warehouse from the drop-down selection that includes the `Receipts` label at the end of the name. -After confirming the ::abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in +After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in the top-right corner of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated receipt. @@ -90,8 +90,8 @@ receipt. :alt: After confirming a purchase order, a Receipt smart button will appear. .. tip:: - Purchase order receipts can also be found in the :menuselection:`Inventory` application. In - the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the + Purchase order receipts can also be found in the :menuselection:`Inventory` application. In the + :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the :guilabel:`Receipts` kanban card. .. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png @@ -143,12 +143,12 @@ Create a sales order -------------------- In the :menuselection:`Sales` application, create a new quote by clicking :guilabel:`Create`. Select -(or create) a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then +or create a :guilabel:`Customer`, add a storable :guilabel:`Product` to the order lines, and then click :guilabel:`Confirm`. -After confirming the ::abbr:`SO (Sales Order)`, a :guilabel:`Receipt` smart button will appear in -the top-right corner of the :abbr:`PO (Sales Order)` form — click it to reveal the associated -receipt. +After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart button will appear in +the top-right corner of the :abbr:`SO (Sales Order)` form. Click it to reveal the associated +delivery forms. .. image:: receipts_delivery_two_steps/two-step-sales-quote.png :align: center @@ -168,8 +168,8 @@ Process the picking ------------------- The picking and delivery order will be created once the sales order is confirmed. When the -:guilabel:`Delivery` smart button appears, click it to arrive to the :guilabel:`Transfers` -dashboard, which lists both the picking and the delivery orders. +:guilabel:`Delivery` smart button appears, click it to reveal the :guilabel:`Transfers` dashboard, +which lists both the picking and the delivery orders. The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock before it can be shipped. The status of the delivery order will be :guilabel:`Waiting Another @@ -201,8 +201,8 @@ the :guilabel:`# To Process` smart button in the :guilabel:`Delivery Orders` kan .. tip:: The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by - clicking on the ::guilabel:`Delivery` smart button again, and choosing the delivery order on the - ::guilabel:`Transfers` page (which should now be marked as ::guilabel:`Ready`). + clicking on the :guilabel:`Delivery` smart button again, and choosing the delivery order on the + :guilabel:`Transfers` page (which should now be marked as :guilabel:`Ready`). .. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png :align: center @@ -217,5 +217,5 @@ Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then c the customer location. Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the -:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, -the status of the document will change to :guilabel:`Done`. +:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, the +status of the document will change to :guilabel:`Done`.