[IMP] inventory: V13 changes for the "two-steps delivery" doc
[IMP] inventory: V13 changes for the "two-steps delivery" doc
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@ -1,133 +1,103 @@
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==========================================================
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How to process delivery orders in two steps (pick + ship)?
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==========================================================
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Overview
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========
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When an order goes to the shipping department for final delivery, Odoo
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is set up by default to utilize a **one-step** operation: once all goods are
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available, they are able to be shipped in a single delivery order.
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However, your company's business process may have one or more steps that
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happen before shipping. In the **two steps** process, the items in a delivery
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order are **picked** in the warehouse and brought to an **output location** for
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**shipping**. The goods are then shipped.
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In order to accomplish a **Pick + Ship** delivery in Odoo, there are a few
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necessary configuration steps. These steps create an additional
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location, which by default is called **Output**. So, if your warehouse's
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code is ``WH``, this configuration will create a location called
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``WH/Output``. Goods will move from ``WH/Stock`` to ``WH/Output`` in the first
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step (picking). Then, they move from ``WH/Output`` to ``WH/Customers`` (in the
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case of sales orders) in the second step (shipping).
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.. note::
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Check out :doc:`inventory_flow` to determine if this inventory flow is the
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correct method for your needs.
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==============================================
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Process a Receipt in two steps (Input + Stock)
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==============================================
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Configuration
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=============
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Allow management of routes
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--------------------------
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Odoo uses routes to define exactly how you will handle the different
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receipt steps. The configuration is done at the *Warehouse* level. By
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default, the reception is a one-step process, but changing the
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configuration can allow you to have 2 steps.
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Odoo configures movement of delivery orders via the **routes**. Routes
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The 2 steps flow is like this: you receive the goods in an input area,
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then transfer them to your stock. As long as the goods are not
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transferred in your stock, they will not be available for further
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processing.
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Activate Multi-Step Routes
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==========================
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The first step is to allow using *multi-step routes*. Indeed, routes
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provide a mechanism to chain different actions together. In this case,
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we will chain the picking step to the shipping step.
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we will chain the unload step in the input area to the step entering the
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products in stock.
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To allow management of routes, go to :menuselection:`Configuration --> Settings`.
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To allow *multi-step routes*, go to *Configuration > Settings* and
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activate the feature. By default, activating *multi-step routes* will
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also activate *Storage Locations*.
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Ensure that the radio button **Advanced routing of products using
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rules** is checked.
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.. image:: media/two_steps_01.png
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:align: center
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.. image:: media/two_steps05.png
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:align: center
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Configure warehouse for receipt in 2 steps
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==========================================
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Click on **Apply** at the top of the page to save changes (if you needed to
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check the radio button above).
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Once *multi-step routes* is activated, you can go to *Configuration >
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Warehouse* and enter the warehouse which will use receipt in 2 steps.
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Then, you can select the option *Receive goods in input and then stock
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(2 steps)* for *Incoming Shipments*.
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.. note::
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If you checked option **Advanced routing of products using rules**
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you may need to activate **Manage several locations per warehouse** if it
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wasn't activated beforehand.
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.. image:: media/two_steps_02.png
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:align: center
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Configure warehouse for Pick + Ship
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------------------------------------
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To configure a **Pick + Ship** move, go to
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:menuselection:`Configuration --> Warehouses` and edit
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the warehouse that will be used.
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Activating this option will lead to the creation of a new *Input*
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location. If you want to rename it, you can go to *Configuration >
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Locations > Select Input* and update its name.
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For outgoing shippings, set the option to **Bring goods to output
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location before shipping (Pick + Ship)**
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.. image:: media/two_steps_03.png
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:align: center
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.. image:: media/two_steps03.png
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:align: center
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Create a Sales Order
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====================
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Create a purchase order
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=======================
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Install the **Sale** if it is not the case, and
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create a sales order with some products to deliver.
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In the *Purchase* application, you can create a *Request for
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Quotation* with some storable products to receive from a supplier. Once
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the *RfQ* is confirmed, the receipt picking will be created and
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automatically linked to your purchase order.
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Notice that we now see ``2`` transfers associated with this sales order
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in the **Delivery** stat button above the sales order.
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.. image:: media/two_steps_04.png
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:align: center
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.. image:: media/two_steps01.png
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:align: center
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If you click on the **2 Transfers** stat button, you should now see two
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different pickings, one with a reference **PICK** to designate the
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picking process and another with a reference **OUT** to designate the
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shipping process.
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Now, by clicking on the *1 Receipt* button, you will see the first
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picking which will allow entering the product in the *input location*.
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Then, another picking, an internal transfer, has been created in order
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to move the products to *Stock*.
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.. image:: media/two_steps04.png
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:align: center
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Process the picking and the delivery
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====================================
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Process a Delivery
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==================
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The receipt is the first one to be processed and has a *Ready* status
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while the internal transfer will only become *Ready* once the receipt
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has been marked as *Done*.
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How to Process the Picking Step?
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--------------------------------
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You can enter the receipt operation from the purchase order, or access
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it through the inventory dashboard.
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Ensure that you have enough product in stock, and go to
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**Inventory** and click on the **Waiting** link under the **Pick** kanban card.
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.. image:: media/two_steps_05.png
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:align: center
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.. image:: media/two_steps06.png
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:align: center
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Click on the picking that you want to process.
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By default, a receipt is always considered as ready to be processed.
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Then, you will be able to directly click on *Validate* to mark it as
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done.
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Click on **Reserve** to reserve the products if they are available.
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.. image:: media/two_steps_06.png
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:align: center
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Click on **Validate** to complete the move from **WH/Stock** to **WH/Output**.
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This has completed the picking step and the **WH/PICK** move should now show
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**Done** in the status column at the top of the page. The product has
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been moved from **WH/Stock** to **WH/Output** location, which makes the product
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**available for the next step** (Shipping).
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Once the receipt has been validated, the internal transfer is ready to
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be processed. As documents are chained, the products which have been
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received are automatically reserved on the internal transfer. Once the
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transfer is validated, those products enter the stock and you will be
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able to use them to fulfill customer deliveries or manufacture products.
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How to Process the Shipping Step?
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---------------------------------
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.. image:: media/two_steps_07.png
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:align: center
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Go to **Inventory** and click on the **# TO DO** link under the
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**Delivery Orders** kanban card.
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.. image:: media/two_steps02.png
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:align: center
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Click on the picking that you want to process.
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Click on **Validate** to complete the move from **WH/Output** to the
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customer (Click **Apply** to assign the quantities based on the
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quantities listed in the **To Do** column)
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This has completed the shipping step and the **WH/OUT** move should now show
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**Done** in the status column at the top of the page. The product has
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been shipped to the customer.
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.. todo::
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link to these sections when they will be available
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||||
- Process Overview: From sales orders to delivery orders
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- Process Overview: From purchase orders to receptions
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.. image:: media/two_steps_08.png
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:align: center
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