[IMP] inventory: V13 changes for the "two-steps delivery" doc

[IMP] inventory: V13 changes for the "two-steps delivery" doc
This commit is contained in:
Lau-Odoo 2019-10-14 14:29:17 +02:00 committed by GitHub
commit d1ed24b561
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
15 changed files with 71 additions and 101 deletions

Binary file not shown.

Before

Width:  |  Height:  |  Size: 32 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 5.6 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 15 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 4.1 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 6.7 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 6.2 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 17 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 14 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.5 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 6.8 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 20 KiB

View File

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