[IMP] Inventory: Fixed toctree issues (#622)
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inventory/management/delivery/media/two_steps_09.png
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@ -1,57 +1,55 @@
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=======================================
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Process a Receipt in one step (Receipt)
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=======================================
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==============================================
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Process Delivery Orders in one Step (Shipping)
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==============================================
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There is no configuration needed to receive in one step. The default
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incoming shipments are configured to be directly received from the
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vendors to the stock.
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There is no configuration needed to deliver in one step. The default
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outgoing shipments are configured to be directly delivered from the
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stock to the customers.
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However, if advanced routes have been activated and you set another
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incoming configuration on your warehouse, you can set it back to the
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one-step receipt configuration. To do so, go to :menuselection:`Configuration -->
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Warehouses` and edit the warehouse in question.
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shipping configuration on your warehouse, you can set it back to the
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one-step delivery configuration. Go to :menuselection:`Inventory --> Configuration --> Warehouses`
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and edit the warehouse in question.
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Set the *Incoming Shipments* option to *Receive goods directly (1
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step)*.
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Then, choose *Deliver goods directly* as your *Outgoing Shipments*
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strategy.
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.. image:: media/one_step_01.png
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:align: center
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Create a Purchase Order
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=======================
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Create a Sales Order
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====================
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To create a *Request for Quotation*, go to the *Purchase*
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application and click on *Create*. Then, add some storable products to
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receive and confirm the *RfQ*.
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In the *Sales* application, create a quotation with some storable
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products to deliver and confirm it.
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Notice that, now, we see 1 receipt associated with the purchase order
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you just created. If you click on the button, you will see your receipt
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order.
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Notice that we now see 1 delivery associated with this *sales order*
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in the stat button above the sales order. If you click on the 1 Delivery
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stat button, you should now see your delivery order.
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.. image:: media/one_step_02.png
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:align: center
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Process a Receipt
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=================
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Process a Delivery
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==================
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You can also fin the receipt directly from the *Inventory* app. When
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on the dashboard, you can click the *1 TO PROCESS* button under the
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*Receipts* Kanban card. Then, you will see your receipt.
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You can also find the *delivery order* directly from the *Inventory*
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application. In the dashboard, you can click the *1 TO PROCESS* button
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under the Delivery Orders Kanban card.
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.. image:: media/one_step_03.png
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:align: center
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Now, enter the picking that you want to process. You will be able to
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click on *Validate* to complete the move directly as products coming
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from suppliers are considered as being always available.
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Enter the picking that you want to process. You will be able to click on
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*Validate* to complete the move if you have products in stock.
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.. image:: media/one_step_04.png
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:align: center
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Once you *Validate* the receipt, the products leave the *Supplier
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Location* to enter your *WH/Stock Location*. You can easily see that
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the receipt took place thanks to the status of the document, which is
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now *Done*.
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Once you *Validate* the delivery order, the products leave your
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*WH/Stock location* and are moved to the *Customer location*. You
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can easily see that the delivery took place thanks to the status of the
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document which is now *Done*.
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.. image:: media/one_step_05.png
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:align: center
|
@ -1,101 +1,91 @@
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==========================================================
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Process a Receipt in three steps (Input + Quality + Stock)
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==========================================================
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===========================================================
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Process Delivery Orders in three Steps (Pick + Pack + Ship)
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===========================================================
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In many companies, it is necessary to assess the received good. The goal
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is to check that the products correspond to the quality requirements
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agreed with the suppliers. Therefore, adding a *quality control step*
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in the goods receipt process can become essential.
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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, that process may not reflect reality and your company could
|
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require more steps before shipping.
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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 level of the warehouse.
|
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By default, the reception is a one-step process, but changing the
|
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configuration can allow having 3 steps.
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With the delivery in 3 steps (Pick + Pack + Ship), the items will be
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picked to be transferred to a packing area. Then, they will be moved to
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an output location before being effectively shipped to the customers.
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The 3-steps flow is as follows: You receive the goods in an input area,
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then transfer them into a quality area for *quality control*. When the
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quality check has been processed, you can move the goods from QC to
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stock. Of course, you may change the quantity and only transfer to stock
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the quantity that is valid and decide that you will return the quantity
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that is not good.
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Activate Multi-Step Routes
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==========================
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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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First, you will need to activate the *multi-step routes* option.
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Indeed, routes provide a mechanism to chain different actions together.
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Here, we will chain the picking to the shipping.
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To activate *multi-step routes*, open the *inventory app*, and go to
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:menuselection:`Configuration --> Settings` and activate the option. By default,
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activating *multi-step routes* will also activate *Storage
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Locations*.
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To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
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activate the option. Note that activating *Multi-Step
|
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Routes* will also activate *Storage Locations*.
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.. image:: media/three_steps_01.png
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:align: center
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Warehouse configuration
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=======================
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Configure Warehouse for Delivery in 3 Steps
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===========================================
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Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration -->
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Warehouse` and open the one you will use to deliver in 3 steps. Then,
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you can select the option *Pack good, send goods in output and then
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deliver (3 steps)* as *Outgoing Shipments*.
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Once *Multi-Step Routes* has been activated, you can go to
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:menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which will use
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delivery in 3 steps. You can then select the option *Pack goods, send
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goods in output and then deliver (3 steps)* for *Outgoing Shipments*.
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.. image:: media/three_steps_02.png
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:align: center
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Activating this option will lead to the creation of two new locations,
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*Output* and *Packing Zone*.
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Of course, you can rename them if you want. To do so, go to
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:menuselection:`Configuration --> Locations` and select the one you want to rename.
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Change its name and hit save.
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*Output* and *Packing Zone*. If you want to rename it go to :menuselection:`Inventory -->
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Configuration --> Locations`, *Select* the one you want to rename and update its name.
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Create a Sales Order
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====================
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In the *Sales* app, create a quotation with storable products to
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deliver. Then, confirm it and three pickings will be created and linked
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to your sale order.
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In the *Sales* application, you can create a quotation with some
|
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storable products to deliver. Once you confirm the quotation, three
|
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pickings will be created and automatically linked to your sale order.
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.. image:: media/three_steps_03.png
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:align: center
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Now, click on the button. You should see three different pickings:
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If you click the button, you should now see three different pickings:
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- The first one, with a reference PICK, designates the picking process;
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1. The first one with a reference PICK to designate the picking process,
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- The second one, with a reference PACK, is for the packing process;
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2. The second one with the reference PACK that is the packing process,
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- The third one, with a reference OUT, designates the shipping process.
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3. The last one with a reference OUT to designate the shipping process.
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.. image:: media/three_steps_04.png
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:align: center
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Process the picking, packing, and delivery
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Process the Picking, Packing, and Delivery
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==========================================
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The first operation to be processed is the picking and has a *Ready*
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status, while the others are *Waiting Another Operation*. The packing
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will become *Ready* as soon as the picking is marked as *Done*.
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The picking operation is the first one to be processed and has a
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*Ready* status while the other ones are *Waiting Another Operation*.
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The Packing operation will become *Ready* as soon as the picking one
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is marked as done.
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You can enter the picking operation from here, or access it through the
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inventory app.
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inventory dashboard.
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.. image:: media/three_steps_05.png
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:align: center
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Note that, if you have the product in stock, it will be automatically
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reserved and you can validate the picking document.
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In case you have the product in stock, it has automatically been
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reserved and you can simply validate the picking document.
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.. image:: media/three_steps_06.png
|
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:align: center
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Now that the picking has been validated, the packing order is ready to
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be processed. Since the documents are chained, the products that have
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been picked are automatically reserved on the packing order so you can
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directly validate it.
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Once the picking has been validated, the packing order is ready to be
|
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processed. Thanks to the fact that the documents are chained, the
|
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products which have been previously picked are automatically reserved on
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the packing order which can be directly validated.
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.. image:: media/three_steps_07.png
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:align: center
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@ -103,8 +93,8 @@ directly validate it.
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.. image:: media/three_steps_08.png
|
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:align: center
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|
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Then, you can validate your packing. In doing so, the delivery order can
|
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be processed. Once again, it will be ready to be validated so you can
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Once the packing has been validated, the delivery order is ready to be
|
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processed. Here again, it is directly ready to be validated in order to
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transfer the products to the customer location.
|
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|
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.. image:: media/three_steps_09.png
|
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|
@ -1,103 +1,92 @@
|
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==============================================
|
||||
Process a Receipt in two steps (Input + Stock)
|
||||
==============================================
|
||||
==================================================
|
||||
Process Delivery Orders in two Steps (Pick + Ship)
|
||||
==================================================
|
||||
|
||||
Configuration
|
||||
=============
|
||||
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.
|
||||
|
||||
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.
|
||||
|
||||
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.
|
||||
However, your company's business process may have one or more steps that
|
||||
happen before shipping. In the two steps process, the products which are
|
||||
part of the delivery order are picked in the warehouse and brought to an
|
||||
output location before being effectively shipped.
|
||||
|
||||
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 unload step in the input area to the step entering the
|
||||
products in stock.
|
||||
we will chain the picking step to the shipping step.
|
||||
|
||||
To allow *multi-step routes*, go to :menuselection:`Configuration --> Settings` and
|
||||
activate the feature. By default, activating *multi-step routes* will
|
||||
also activate *Storage Locations*.
|
||||
To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
|
||||
activate the option. Note that activating *Multi-Step Routes* will also
|
||||
activate *Storage Locations*.
|
||||
|
||||
.. image:: media/two_steps_01.png
|
||||
:align: center
|
||||
|
||||
Configure warehouse for receipt in 2 steps
|
||||
==========================================
|
||||
Warehouse configuration
|
||||
=======================
|
||||
|
||||
Once *multi-step routes* is activated, you can go to :menuselection:`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*.
|
||||
Once *Multi-Step Routes* has been activated, you can go to :menuselection:`Inventory -->
|
||||
Configuration --> Warehouse` and enter the warehouse which will use
|
||||
delivery in 2 steps. You can then select the option *Send goods in
|
||||
output and then deliver (2 steps)* for Outgoing Shipments.
|
||||
|
||||
.. image:: media/two_steps_02.png
|
||||
:align: center
|
||||
|
||||
|
||||
Activating this option will lead to the creation of a new *Input*
|
||||
location. If you want to rename it, you can go to :menuselection:`Configuration -->
|
||||
Locations --> Select Input` and update its name.
|
||||
Activating this option will lead to the creation of a new *Output*
|
||||
location. If you want to rename it go to :menuselection:`Inventory --> Configuration -->
|
||||
Locations`, Select Output and update its name.
|
||||
|
||||
.. image:: media/two_steps_03.png
|
||||
:align: center
|
||||
|
||||
Create a Sales Order
|
||||
====================
|
||||
|
||||
Create a purchase order
|
||||
=======================
|
||||
|
||||
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.
|
||||
In the *Sales* application, you can create a quotation with some
|
||||
storable products to deliver. Once you confirm the quotation, two
|
||||
pickings will be created and automatically linked to your sale order.
|
||||
|
||||
.. image:: media/two_steps_04.png
|
||||
:align: center
|
||||
|
||||
|
||||
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*.
|
||||
|
||||
Process the picking and the 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*.
|
||||
|
||||
You can enter the receipt operation from the purchase order, or access
|
||||
it through the inventory dashboard.
|
||||
If you click on the *2 Delivery* button, you should now see two
|
||||
different pickings, one with a reference *PICK* to designate the
|
||||
picking process and another one with a reference *OUT* to designate
|
||||
the shipping process.
|
||||
|
||||
.. image:: media/two_steps_05.png
|
||||
:align: center
|
||||
|
||||
Process the Picking and the Delivery
|
||||
====================================
|
||||
|
||||
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.
|
||||
The picking operation is the first one to be processed and has a
|
||||
*Ready* status while the delivery operation will only become *Ready*
|
||||
once the picking operation has been marked as done.
|
||||
|
||||
You can enter the picking operation from here, or access it through the
|
||||
inventory dashboard.
|
||||
|
||||
.. image:: media/two_steps_06.png
|
||||
:align: center
|
||||
|
||||
|
||||
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.
|
||||
In case you have the product in stock, it has automatically been
|
||||
reserved and you can simply validate the picking document.
|
||||
|
||||
.. image:: media/two_steps_07.png
|
||||
:align: center
|
||||
|
||||
Once the picking has been validated, the delivery order is ready to be
|
||||
processed. Thanks to the fact that the documents are chained, the
|
||||
products which have been previously picked are automatically reserved on
|
||||
the delivery order.
|
||||
|
||||
.. image:: media/two_steps_08.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/two_steps_09.png
|
||||
:align: center
|