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[FIX] inventory: fix two step doc

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closes odoo/documentation#4622

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2023-06-05 14:01:21 +00:00
parent 3d1293757a
commit c9dcbf6d01
1 changed files with 16 additions and 16 deletions
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32
content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_delivery_two_steps.rst
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@ -32,7 +32,7 @@ Configure multi-step routes
=========================== ===========================
First, make sure the :guilabel:`Multi-Step Routes` option is enabled in :menuselection:`Inventory 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. setting, :guilabel:`Save` the changes.
.. note:: .. 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 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 :guilabel:`Locations` dashboard. To rename these locations, go to :menuselection:`Configuration
--> Locations`, select the :guilabel:`Location` to change, and then click :guilabel:`Edit`. On --> 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. and :guilabel:`Save` the changes.
Process a receipt in two steps (input + stock) Process a receipt in two steps (input + stock)
@ -76,12 +76,12 @@ quote as a new purchase order.
.. important:: .. important::
For businesses with multiple warehouses that have different step configurations, the 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 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 the warehouse from the drop-down selection that includes the `Receipts` label at the end of the
name. 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 the top-right corner of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated
receipt. receipt.
@ -90,8 +90,8 @@ receipt.
:alt: After confirming a purchase order, a Receipt smart button will appear. :alt: After confirming a purchase order, a Receipt smart button will appear.
.. tip:: .. tip::
Purchase order receipts can also be found in the :menuselection:`Inventory` application. In Purchase order receipts can also be found in the :menuselection:`Inventory` application. In the
the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
:guilabel:`Receipts` kanban card. :guilabel:`Receipts` kanban card.
.. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png .. 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 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`. click :guilabel:`Confirm`.
After confirming the ::abbr:`SO (Sales Order)`, a :guilabel:`Receipt` smart button will appear in After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart button will appear in
the top-right corner of the :abbr:`PO (Sales Order)` form — click it to reveal the associated the top-right corner of the :abbr:`SO (Sales Order)` form. Click it to reveal the associated
receipt. delivery forms.
.. image:: receipts_delivery_two_steps/two-step-sales-quote.png .. image:: receipts_delivery_two_steps/two-step-sales-quote.png
:align: center :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 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` :guilabel:`Delivery` smart button appears, click it to reveal the :guilabel:`Transfers` dashboard,
dashboard, which lists both the picking and the delivery orders. 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 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 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:: .. tip::
The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by 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 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`). :guilabel:`Transfers` page (which should now be marked as :guilabel:`Ready`).
.. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png .. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png
:align: center :align: center
@ -217,5 +217,5 @@ Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then c
the customer location. the customer location.
Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the 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, :guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, the
the status of the document will change to :guilabel:`Done`. status of the document will change to :guilabel:`Done`.