diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst index 1d56934a1..15954c2b6 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst @@ -23,7 +23,7 @@ three step deliveries. First, make sure the *Multi-Step Routes* option is enable :menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes` will also activate *Storage Locations*. -.. image:: delivery_three_steps/multi-step-routes.png +.. image:: delivery_three_steps/delivery-three-steps-multi-step-routes.png :align: center :alt: Activate multi-step routes and storage locations in inventory settings. @@ -32,7 +32,7 @@ Next, the warehouse needs to be configured for three step deliveries. To do this :guilabel:`warehouse` to edit. Then, select :guilabel:`Pack goods, send goods in output and then deliver (3 steps)` for :guilabel:`Outgoing Shipments`. -.. image:: delivery_three_steps/three-step-warehouse-config.png +.. image:: delivery_three_steps/delivery-three-steps-outgoing-shipments.png :align: center :alt: Set outgoing shipment option to deliver in three steps. @@ -47,14 +47,14 @@ Deliver in three steps (pick + pack + ship) Create a sales order -------------------- -To create a new quote, navigate to :menuselection:`Sales app --> Create`, which reveals a blank -quotation form. On the blank quotation form, select a :guilabel:`Customer`, add a storable +To create a new quote, go to :menuselection:`Sales app --> Create`, which reveals a blank quotation +form. On the blank quotation form, select a :guilabel:`Customer`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm`. A :guilabel:`Delivery` smart button appears in the top right of the quotation form. Clicking it -shows the picking order, packing order, and the delivery order associated with the sales order. +opens the picking order to move the ordered product from `WH/Stock` to `WH/Packing Zone`. -.. image:: delivery_three_steps/three-step-delivery-so.png +.. image:: delivery_three_steps/delivery-three-steps-smart-button.png :align: center :alt: After confirming the sales order, the Delivery smart button appears showing three items associated with it. @@ -62,54 +62,36 @@ shows the picking order, packing order, and the delivery order associated with t Process a picking ----------------- -The picking, packing, and delivery orders will be created once the sales order is confirmed. To -view these transfers, go to :menuselection:`Inventory --> Operations --> Transfers`. +The picking order will be created once the sales order is confirmed. To view the picking, navigate +to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the +:guilabel:`Inventory Overview` dashboard. -.. image:: delivery_three_steps/three-step-delivery-transfers.png - :align: center - :alt: Ready status for the pick operation while the packing and delivery operations are waiting - another operation. - -The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock -before it can be packed. The status of the packing order and delivery order will both be -:guilabel:`Waiting Another Operation`, since the packing and delivery cannot happen until the -picking is completed. The status of the delivery order will only change to :guilabel:`Ready` when -the packing has been marked :guilabel:`Done`. - -The receipt can also be found in the *Inventory* application. In the :guilabel:`Overview` dashboard, -click the :guilabel:`1 To Process` smart button in the :guilabel:`Pick` kanban card. - -.. image:: delivery_three_steps/three-step-kanban-pick.png - :align: center - :alt: The pick order can be seen in the Inventory Kanban view. +Click the :guilabel:`# To Process` button, which reveals the picking order generated from the +previously confirmed sales order. Click on the picking to process. If the product is in stock, Odoo will automatically reserve the product. Click :guilabel:`Validate` to mark the picking as done, and complete the transfer to the -:guilabel:`Packing Zone`. Then the packing order will be ready. Since the documents are linked, the -products which have been previously picked are automatically reserved on the packing order. +:guilabel:`Packing Zone`. -.. image:: delivery_three_steps/validate-three-step-pick.png +.. image:: delivery_three_steps/delivery-three-steps-picking-order.png :align: center - :alt: Validate the picking by clicking Validate. + :alt: Picking order operation showing source location and destination location. Process a packing ----------------- -The packing order will be ready to be processed once the picking is completed, and can be found in -the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To -Process` smart button in the :guilabel:`Pack` kanban card. +After validating the picking, the packing order is ready to process. Click back to the +:guilabel:`Inventory Overview`, and locate the :guilabel:`Pack` task card on the dashboard. -.. image:: delivery_three_steps/three-step-kanban-pack.png - :align: center - :alt: The packing order can be seen in the Inventory kanban view. +Click the :guilabel:`# To Process` button (in this case, :guilabel:`1 To Process`). This reveals the +packing order generated from the previously confirmed sales order. Click on the packing order associated with the sales order, then click on :guilabel:`Validate` to complete the packing. -.. image:: delivery_three_steps/validate-three-step-pack.png +.. image:: delivery_three_steps/delivery-three-steps-packing-order.png :align: center - :alt: Click Validate on the packing order to transfer the product from the packing zone to the - output location. + :alt: Packing order operation showing source location and destination location. Once the packing order is validated, the product leaves the :guilabel:`WH/Packing Zone` location and moves to the :guilabel:`WH/Output` location. Then, the status of the document will change to @@ -118,18 +100,21 @@ moves to the :guilabel:`WH/Output` location. Then, the status of the document wi Process a delivery ------------------ -The delivery order will be ready to be processed once the packing is completed, and can be found in -the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To -Process` smart button in the :guilabel:`Delivery Orders` kanban card. +Once the packing order has been validated, the delivery order is ready to process. Navigate back to +the original sales order to process the delivery by going to :menuselection:`Sales app`, and +selecting the sales order created previously. -.. image:: delivery_three_steps/three-step-kanban-delivery.png - :align: center - :alt: The delivery order can be seen in the Delivery Orders Kanban view. +.. tip:: + Delivery orders can *also* be accessed by going to :menuselection:`Inventory app --> Operations + --> Deliveries`. -Click on the delivery order associated with the sales order, then click on :guilabel:`Validate` to -complete the move. +The :guilabel:`Delivery` smart button now indicates there are 3 transfers, instead of one. Clicking +the :guilabel:`Delivery` smart button shows the three operations for this sales order: the picking, +the packing, and the delivery. -.. image:: delivery_three_steps/three-step-delivery-out.png +Click the delivery (WH/OUT) transfer to open the delivery order. Then, click :guilabel:`Validate`. + +.. image:: delivery_three_steps/delivery-three-steps-delivery-order.png :align: center :alt: Click Validate on the delivery order to transfer the product from the output location to the customer location. diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps/delivery-three-steps-delivery-order.png b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps/delivery-three-steps-delivery-order.png new file mode 100644 index 000000000..10ffe44fe Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps/delivery-three-steps-delivery-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps/delivery-three-steps-multi-step-routes.png 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