diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst index 8a1574153..8925366fb 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst @@ -2,84 +2,96 @@ Incoming shipments and delivery orders ====================================== -There are several ways to handle how a warehouse receives products (receipts) and ships products -(deliveries). Depending on several factors, such as the type of products stocked and sold, warehouse -size, and the amount of daily confirmed receipts and delivery orders, the way products are handled -when coming in and out of the warehouse can vary a lot. Different settings can be configured for -receipts and deliveries; they do not have to be configured to have the same number of steps. +In Odoo, there are many different ways to process receipts and deliveries for products moving in and +out of a warehouse. + +A company's preferred method of receiving, or shipping, products depends on several factors, such as +the type of products stocked and sold, the size of the warehouse, the amount of receipts and +delivery orders processed daily, and so on. + +Enabling the *Multi-Step Routes* feature in Odoo's *Inventory* app settings allows users to change +the manner in which receipts and deliveries are processed in the database. .. seealso:: - `Using Routes (eLearning Tutorial) `_ - `Push & Pull Rules (eLearning Tutorial) - `_ + `_ -Choosing the right inventory flow to handle receipts and deliveries -=================================================================== +The default incoming and outgoing routes in Odoo are set to receive and deliver goods in one step. +However, once the *Multi-Step Routes* feature is enabled, the incoming and outgoing routes can be +changed to either two steps or three steps. -By default, Odoo handles shipping and receiving in three different ways: in one, two, or three -steps. The simplest configuration is one step, which is the default. Each additional step required -for a warehouse for either the receiving or shipping process will add an additional layer of -operations to perform before a product is either received or shipped. These configurations depend -entirely on the requirements for the products stored, such as performing quality checks on received -products, or using special packaging on shipped products. +.. note:: + To activate the *Multi-Step Routes* feature, 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* enables the :guilabel:`Storage Locations` feature, if not already enabled. + +Adding additional steps to receipts and deliveries moving in and out of the warehouse adds +additional operations that must be completed *before* a product is finally received or shipped. + +These configurations vary, depending on the needs of the business. They also depend on any +requirements for the products stored, including the performance of quality control checks on +received products, or the use of special packaging on shipped products. One-step flow -------------- +============= The receiving and shipping rules for a one-step configuration are as follows: -- **Receipt**: Receive products directly into stock. No intermediate steps between receipt and stock - occur, such as a transfer to a quality control location. -- **Shipping**: Ship products directly from stock. No intermediate steps between stock and shipping - occur, such as a transfer to a packing location. -- Can only be used if not using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First - Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategies. -- Receipts and/or deliveries are handled quickly. -- Recommended for small warehouses with low stock levels, and for non-perishable items. +- **Receipt**: receive products directly from vendors into stock. *No* intermediate steps between + receipt and input to stock occur. +- **Shipping**: ship products directly from warehouse stock to customer. *No* intermediate steps + occur before shipping. +- Can *only* be used if **not** using First In, First Out (FIFO), Last In, First Out (LIFO), or + First Expired, First Out (FEFO) removal strategies. - Items are received or shipped directly into/from stock. +- Suited for warehouses that require receipts and/or deliveries to be handled quickly. +- Recommended for small warehouses with low stock levels, and for non-perishable items. .. seealso:: :doc:`receipts_delivery_one_step` Two-step flow -------------- +============= The receiving and shipping rules for a two-step configuration are as follows: -- **Input + stock**: Bring products to an input location *before* moving into stock. Products can be +- **Input + stock**: bring products to an input location *before* moving into stock. Products can be organized by different internal storage locations, such as various shelves, freezers, and locked areas, before being stocked in the warehouse. -- **Pick + ship**: Bring products to an output location before shipping. Packages can be organized - by different carriers or shipping docks before being shipped. -- Minimum requirement to use lot numbers or serial numbers to track products with a - :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)` or - :abbr:`FEFO (First Expired, First Out)` removal strategy. -- Recommended for larger warehouses with high stock levels, or when stocking large items (such as - mattresses, large furniture, heavy machinery, etc.). +- **Pick + ship**: bring products to an output location before shipping. Packages can be organized + by different carriers, or moved to shipping docks before being shipped. +- Minimum requirement to use lot numbers, or serial numbers, to track products with a :abbr:`FIFO + (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First + Out)` removal strategy. - Products received will not be available for manufacturing, shipping, etc., until they are - transferred into stock. + transferred into warehouse stock. +- Recommended for larger warehouses with high stock levels, or when stocking large items (e.g., + mattresses, large furniture, heavy machinery, etc.). .. seealso:: - :ref:`Process receipts and deliveries in two steps ` + :doc:`receipts_delivery_two_steps` Three-step flow ---------------- +=============== The receiving and shipping rules for a three-step configuration are as follows: -- **Input + quality + stock**: Receive products at the input location, transfer them to a quality +- **Input + quality + stock**: receive products at the input location, transfer them to a quality control area, and move the ones that pass inspection into stock. -- **Pick + pack + ship**: Pick products according to their removal strategy, pack them in a +- **Pick + pack + ship**: pick products according to their removal strategy, pack them in a dedicated packing area, and bring them to an output location for shipping. -- Can be used when tracking products by lot or serial numbers when using a :abbr:`FIFO (First In, +- Can be used when tracking products by lot or serial numbers when using :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First Out)` removal strategy. -- Recommended for very large warehouses with very high stock levels. -- Required for any warehouse needing to perform quality control inspections before receiving items - into stock. - Products received will not be available for manufacturing, shipping, etc., until they are transferred into stock. +- Required for any warehouse needing to perform quality control inspections before receiving items + into stock. +- Recommended for very large warehouses with very high stock levels. .. seealso:: - - :ref:`Process receipts in three steps ` - - :ref:`Process deliveries in three steps ` + - :doc:`receipts_three_steps` + - :doc:`delivery_three_steps`