[IMP] Inventory: Fixed toctree issues (#622)

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@ -1,57 +1,55 @@
=======================================
Process a Receipt in one step (Receipt)
=======================================
==============================================
Process Delivery Orders in one Step (Shipping)
==============================================
There is no configuration needed to receive in one step. The default
incoming shipments are configured to be directly received from the
vendors to the stock.
There is no configuration needed to deliver in one step. The default
outgoing shipments are configured to be directly delivered from the
stock to the customers.
However, if advanced routes have been activated and you set another
incoming configuration on your warehouse, you can set it back to the
one-step receipt configuration. To do so, go to :menuselection:`Configuration -->
Warehouses` and edit the warehouse in question.
shipping configuration on your warehouse, you can set it back to the
one-step delivery configuration. Go to :menuselection:`Inventory --> Configuration --> Warehouses`
and edit the warehouse in question.
Set the *Incoming Shipments* option to *Receive goods directly (1
step)*.
Then, choose *Deliver goods directly* as your *Outgoing Shipments*
strategy.
.. image:: media/one_step_01.png
:align: center
Create a Purchase Order
=======================
Create a Sales Order
====================
To create a *Request for Quotation*, go to the *Purchase*
application and click on *Create*. Then, add some storable products to
receive and confirm the *RfQ*.
In the *Sales* application, create a quotation with some storable
products to deliver and confirm it.
Notice that, now, we see 1 receipt associated with the purchase order
you just created. If you click on the button, you will see your receipt
order.
Notice that we now see 1 delivery associated with this *sales order*
in the stat button above the sales order. If you click on the 1 Delivery
stat button, you should now see your delivery order.
.. image:: media/one_step_02.png
:align: center
Process a Receipt
=================
Process a Delivery
==================
You can also fin the receipt directly from the *Inventory* app. When
on the dashboard, you can click the *1 TO PROCESS* button under the
*Receipts* Kanban card. Then, you will see your receipt.
You can also find the *delivery order* directly from the *Inventory*
application. In the dashboard, you can click the *1 TO PROCESS* button
under the Delivery Orders Kanban card.
.. image:: media/one_step_03.png
:align: center
Now, enter the picking that you want to process. You will be able to
click on *Validate* to complete the move directly as products coming
from suppliers are considered as being always available.
Enter the picking that you want to process. You will be able to click on
*Validate* to complete the move if you have products in stock.
.. image:: media/one_step_04.png
:align: center
Once you *Validate* the receipt, the products leave the *Supplier
Location* to enter your *WH/Stock Location*. You can easily see that
the receipt took place thanks to the status of the document, which is
now *Done*.
Once you *Validate* the delivery order, the products leave your
*WH/Stock location* and are moved to the *Customer location*. You
can easily see that the delivery took place thanks to the status of the
document which is now *Done*.
.. image:: media/one_step_05.png
:align: center

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@ -1,101 +1,91 @@
==========================================================
Process a Receipt in three steps (Input + Quality + Stock)
==========================================================
===========================================================
Process Delivery Orders in three Steps (Pick + Pack + Ship)
===========================================================
In many companies, it is necessary to assess the received good. The goal
is to check that the products correspond to the quality requirements
agreed with the suppliers. Therefore, adding a *quality control step*
in the goods receipt process can become essential.
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, that process may not reflect reality and your company could
require more steps before shipping.
Odoo uses routes to define exactly how you will handle the different
receipt steps. The configuration is done at the level of the warehouse.
By default, the reception is a one-step process, but changing the
configuration can allow having 3 steps.
With the delivery in 3 steps (Pick + Pack + Ship), the items will be
picked to be transferred to a packing area. Then, they will be moved to
an output location before being effectively shipped to the customers.
The 3-steps flow is as follows: You receive the goods in an input area,
then transfer them into a quality area for *quality control*. When the
quality check has been processed, you can move the goods from QC to
stock. Of course, you may change the quantity and only transfer to stock
the quantity that is valid and decide that you will return the quantity
that is not good.
Activate Multi-Step Routes
==========================
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.
First, you will need to activate the *multi-step routes* option.
Indeed, routes provide a mechanism to chain different actions together.
Here, we will chain the picking to the shipping.
To activate *multi-step routes*, open the *inventory app*, and go to
:menuselection:`Configuration --> Settings` and activate the option. 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/three_steps_01.png
:align: center
Warehouse configuration
=======================
Configure Warehouse for Delivery in 3 Steps
===========================================
Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration -->
Warehouse` and open the one you will use to deliver in 3 steps. Then,
you can select the option *Pack good, send goods in output and then
deliver (3 steps)* as *Outgoing 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 3 steps. You can then select the option *Pack goods, send
goods in output and then deliver (3 steps)* for *Outgoing Shipments*.
.. image:: media/three_steps_02.png
:align: center
Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Of course, you can rename them if you want. To do so, go to
:menuselection:`Configuration --> Locations` and select the one you want to rename.
Change its name and hit save.
*Output* and *Packing Zone*. If you want to rename it go to :menuselection:`Inventory -->
Configuration --> Locations`, *Select* the one you want to rename and update its name.
Create a Sales Order
====================
In the *Sales* app, create a quotation with storable products to
deliver. Then, confirm it and three pickings will be created and linked
to your sale order.
In the *Sales* application, you can create a quotation with some
storable products to deliver. Once you confirm the quotation, three
pickings will be created and automatically linked to your sale order.
.. image:: media/three_steps_03.png
:align: center
Now, click on the button. You should see three different pickings:
If you click the button, you should now see three different pickings:
- The first one, with a reference PICK, designates the picking process;
1. The first one with a reference PICK to designate the picking process,
- The second one, with a reference PACK, is for the packing process;
2. The second one with the reference PACK that is the packing process,
- The third one, with a reference OUT, designates the shipping process.
3. The last one with a reference OUT to designate the shipping process.
.. image:: media/three_steps_04.png
:align: center
Process the picking, packing, and delivery
Process the Picking, Packing, and Delivery
==========================================
The first operation to be processed is the picking and has a *Ready*
status, while the others are *Waiting Another Operation*. The packing
will become *Ready* as soon as the picking is marked as *Done*.
The picking operation is the first one to be processed and has a
*Ready* status while the other ones are *Waiting Another Operation*.
The Packing operation will become *Ready* as soon as the picking one
is marked as done.
You can enter the picking operation from here, or access it through the
inventory app.
inventory dashboard.
.. image:: media/three_steps_05.png
:align: center
Note that, if you have the product in stock, it will be automatically
reserved and you can validate the picking document.
In case you have the product in stock, it has automatically been
reserved and you can simply validate the picking document.
.. image:: media/three_steps_06.png
:align: center
Now that the picking has been validated, the packing order is ready to
be processed. Since the documents are chained, the products that have
been picked are automatically reserved on the packing order so you can
directly validate it.
Once the picking has been validated, the packing 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 packing order which can be directly validated.
.. image:: media/three_steps_07.png
:align: center
@ -103,8 +93,8 @@ directly validate it.
.. image:: media/three_steps_08.png
:align: center
Then, you can validate your packing. In doing so, the delivery order can
be processed. Once again, it will be ready to be validated so you can
Once the packing has been validated, the delivery order is ready to be
processed. Here again, it is directly ready to be validated in order to
transfer the products to the customer location.
.. image:: media/three_steps_09.png

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@ -1,103 +1,92 @@
==============================================
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