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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 \ No newline at end of file diff --git a/inventory/management/delivery/three_steps.rst b/inventory/management/delivery/three_steps.rst index b68983ede..24abc2e0a 100644 --- a/inventory/management/delivery/three_steps.rst +++ b/inventory/management/delivery/three_steps.rst @@ -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 diff --git a/inventory/management/delivery/two_steps.rst b/inventory/management/delivery/two_steps.rst index 2270450ba..114a152f2 100644 --- a/inventory/management/delivery/two_steps.rst +++ b/inventory/management/delivery/two_steps.rst @@ -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 \ No newline at end of file