[IMP] inventory: update one step shipments doc

closes odoo/documentation#9220

X-original-commit: 7cf04c1dba
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst

@@ -4,128 +4,146 @@ Process receipts and deliveries in one step
 
 .. _inventory/receipts_delivery_one_step:
 
-By default, incoming shipments are configured to be received directly into stock, and outgoing
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
-shipments are configured to be delivered directly from stock to the customer; the default setting
+.. |SO| replace:: :abbr:`SO (Sales Order)`
-for warehouses in Odoo is one step receipts and deliveries.
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+
+In Odoo *Inventory*, both incoming and outgoing shipments are configured to process in one step, by
+default. This means purchases will be received directly into stock, and deliveries will be moved
+directly from stock to customers.
+
+.. tip::
+   Incoming and outgoing shipments do **not** need to be configured with the same amount of steps.
+
+   For example, a warehouse's settings can be configured so products can be received directly in one
+   step, and delivered in three steps (pick + pack + ship).
+
+Configuration
+=============
+
+To configure one-step receipts and deliveries for a warehouse, navigate to :menuselection:`Inventory
+app --> Configuration --> Warehouses`, and select a warehouse to edit.
+
+Under the :guilabel:`Warehouse Configuration` tab, set :guilabel:`Incoming Shipments` to
+:guilabel:`Receive goods directly (1 step)`, and set :guilabel:`Outgoing Shipments` to
+:guilabel:`Deliver goods directly (1 step)`.
+
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-warehouse-settings.png
+   :align: center
+   :alt: Incoming and outgoing shipments set to one-step on warehouse form.
 
 .. note::
-   Incoming and outgoing shipments do not need to be configured with the same steps. For example,
+   Since one-step receipt and delivery is the default for incoming and outgoing shipments in Odoo,
-   products can be received in one step, but shipped in three steps.
+   the *Multi-Step Routes* feature is *not* required.
 
-In the following example, one step will be used for both receipts and deliveries.
+   However, for the :guilabel:`Shipments` settings to appear on a warehouse form, the feature
+   **must** be enabled.
+
+   To enable *Multi-Step Routes*, navigate to :menuselection:`Inventory app --> Configuration -->
+   Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to
+   :guilabel:`Multi-Step Routes`, and click :guilabel:`Save`. Doing so also activates the
+   :guilabel:`Storage Locations` feature.
 
 .. _inventory/receipts_delivery_one_step/wh:
 
-Configure the warehouse
-=======================
-
-If another receiving or shipping configuration is set on the warehouse, they can easily be set back
-to the one step setting.
-
-Begin by navigating to :menuselection:`Inventory --> Configuration --> Warehouses`, and click on the
-desired warehouse to edit. Next, on the :guilabel:`Warehouse Configuration` tab, under the
-:guilabel:`Shipments` section, select :guilabel:`Receive goods directly (1 step)` for
-:guilabel:`Incoming Shipments` and/or :guilabel:`Deliver goods directly (1 step)` for
-:guilabel:`Outgoing Shipments`.
-
-.. image:: receipts_delivery_one_step/one-step-warehouse-config.png
-   :align: center
-   :alt: Set incoming and outgoing shipment options to receive and deliver in one step.
-
 Receive goods directly (1 step)
 ===============================
 
-Create a purchase order
+When products are received in one step, they will move from the vendor location to warehouse stock
------------------------
+in the database immediately upon validation of a purchase order (PO).
 
-On the main :menuselection:`Purchase` application dashboard, start by making a new quote by clicking
+Create purchase order
-:guilabel:`New`. Then, select (or create) a :guilabel:`Vendor` from the drop-down field, add a
+---------------------
-storable :guilabel:`Product` to the order lines, and click :guilabel:`Confirm Order` to finalize the
-quote as a new purchase order.
 
-A :guilabel:`Receipt` smart button will appear in the top-right corner of the :abbr:`PO (purchase
+To create a |PO|, navigate to the :menuselection:`Purchase app`, and click :guilabel:`New`. This
-order)` form — click it to reveal the associated receipt for the purchase order.
+opens a blank :guilabel:`Request for Quotation` (RfQ) form.
 
-.. image:: receipts_delivery_one_step/one-step-po-receipt.png
+Add a vendor in the :guilabel:`Supplier` field. Then, fill out the various fields on the |RfQ|, as
+necessary.
+
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-new-rfq.png
    :align: center
-   :alt: Receipt smart button appears on the confirmed purchase order.
+   :alt: Filled out new request for quotation form.
 
-.. tip::
+Under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and select a product to add to
-   Purchase order receipts can also be found in the :menuselection:`Inventory` application. In
+the |RfQ|.
-   the :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
-   :guilabel:`Receipts` kanban card.
 
-   .. image:: receipts_delivery_one_step/one-step-to-process-btn.png
+Once ready, click :guilabel:`Confirm Order`. This moves the |RfQ| to the :guilabel:`Purchase Order`
+stage.
+
+Once the |PO| is confirmed, a :guilabel:`Receipt` smart button appears at the top of the form.
+Clicking the smart button opens the warehouse receipt (WH/IN) form.
+
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-receipt-smart-button.png
    :align: center
-      :alt: Receipt kanban card's 1 to Process smart button.
+   :alt: Receipt smart button on confirmed purchase order form.
 
-Process the receipt
+Process receipt
--------------------
+---------------
 
-When viewing the receipt (associated with the purchase order above), click :guilabel:`Validate` to
+From the warehouse receipt form, the products ordered can be received into the warehouse. To receive
-then complete the receipt.
+the products, click :guilabel:`Validate`. Once validated, the receipt moves to the :guilabel:`Done`
+stage.
 
-.. image:: receipts_delivery_one_step/one-step-po-validate.png
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-done-receipt.png
    :align: center
-   :alt: Validate the purchase order via the Validate smart button.
+   :alt: Validated warehouse receipt in Done stage.
 
-.. note::
+Click back to the |PO| (via the breadcrumbs, at the top of the form) to view the |PO| form. On the
-   If :guilabel:`Storage Locations` are activated, clicking the :guilabel:`≣ (bullet list)` details
+product line, the quantity in the :guilabel:`Received` column now matches the ordered
-   icon next to the :guilabel:`🗑️ (trash)` delete icon enables the :guilabel:`Detailed Operations`
+:guilabel:`Quantity`.
-   screen to pop-up. This allows the location(s) to be specified for the received product(s).
-
-   .. image:: receipts_delivery_one_step/receive-storage-location.png
-      :align: center
-      :alt: Select the Storage Location for the products being received in the Detailed Operations
-            pop-up.
-
-Once the receipt is validated, the product leaves the :guilabel:`Supplier Location` and enters the
-:guilabel:`WH/Stock Location`. Once it arrives here, it will be available for manufacturing, sales,
-etc. Then, the status of the document will change to :guilabel:`Done`, thus completing the reception
-process in one step.
 
 .. _inventory/delivery/one-step:
 
 Deliver goods directly (1 step)
 ===============================
 
-Create a sales order
+When products are delivered in one step, they will move from warehouse stock to the customer
---------------------
+location in the database immediately upon validation of a sales order (SO).
 
-Start my navigating to the main :menuselection:`Sales` app dashboard, and make a new quote by
+Create sales order
-clicking :guilabel:`New`. Then select (or create) a :guilabel:`Customer` from the drop-down field,
+------------------
-add a storable :guilabel:`Product` that is in stock to the order lines, and click
-:guilabel:`Confirm` to finalize the quotation as a sales order.
 
-A :guilabel:`Receipt` smart button will appear in the top-right corner of the :abbr:`PO (purchase
+To create a |SO|, navigate to the :menuselection:`Sales app`, and click :guilabel:`New`. This
-order)` form — click it to reveal the associated receipt for the purchase order.
+opens a blank sales quotation form.
 
-A :guilabel:`Delivery` smart button will appear in the top-right corner of the :abbr:`SO (Sales
+Add a customer in the :guilabel:`Customer` field. Then, fill out the various fields on the sales
-Order)` form — click it to reveal the associated delivery order for the sales order.
+quotation form, as necessary.
 
-.. image:: receipts_delivery_one_step/one-step-sales-order.png
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-new-sales-order.png
    :align: center
-   :alt: The Delivery smart button appears after the sales order is confirmed.
+   :alt: Filled out new sales quotation form.
 
-.. tip::
+Under the :guilabel:`Product` tab, click :guilabel:`Add a product`, and select a product to add to
-   Delivery orders can also be found in the :menuselection:`Inventory` application. In the
+the sales order quotation.
-   :guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
-   :guilabel:`Delivery Orders` kanban card.
 
-   .. image:: receipts_delivery_one_step/one-step-delivery-to-process.png
+Once ready, click :guilabel:`Confirm`. This moves the quotation to the :guilabel:`Sales Order`
+stage.
+
+Once the |SO| is confirmed, a :guilabel:`Delivery` smart button appears at the top of the form.
+Clicking the smart button opens the warehouse delivery (WH/OUT) form.
+
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-delivery-button.png
    :align: center
-      :alt: Delivery Orders kanban card's 1 to Process smart button.
+   :alt: Delivery smart button on confirmed sales order form.
 
-Process the delivery
+Process delivery
---------------------
+----------------
 
-When viewing the delivery order (associated with the sales order above), click :guilabel:`Validate`
+From the warehouse delivery form, the products ordered by the customer can be delivered from the
-to then complete the delivery.
+warehouse. To deliver the products, change the value in the :guilabel:`Quantity` field to match the
+ordered quantity in the :guilabel:`Demand` field.
 
-.. image:: receipts_delivery_one_step/validate-one-step-sales-order.png
+Once ready, click :guilabel:`Validate`. Once validated, the delivery order moves to the
+:guilabel:`Done` stage.
+
+.. image:: receipts_delivery_one_step/receipts-delivery-one-step-done-delivery.png
    :align: center
-   :alt: Validate the delivery order.
+   :alt: Validated delivery order in Done stage.
 
-Once the picking order is validated, the product leaves the :guilabel:`WH/Stock location` and moves
+Click back to the |SO| (via the breadcrumbs, at the top of the form) to view the |SO| form. On the
-to the :guilabel:`Partners/Customers location`. Then, the status of the document will change to
+product line, the quantity in the :guilabel:`Delivered` column now matches the ordered
-:guilabel:`Done`, thus completing delivery in one step.
+:guilabel:`Quantity`.
+
+.. seealso::
+   :doc:`shipments_deliveries`