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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 \ No newline at end of file