[ADD] inventory: New doc about sending automated sms at delivery
[ADD] inventory: New doc about sending automated sms at delivery
@ -9,5 +9,4 @@ Miscellaneous Operations
|
||||
misc/scrap
|
||||
misc/owned_stock
|
||||
misc/email_delivery
|
||||
misc/schedulers
|
||||
misc/immediate_planned_transfers
|
||||
misc/sms_delivery
|
||||
|
@ -1,40 +0,0 @@
|
||||
Immediate & Planned Transfers
|
||||
=============================
|
||||
|
||||
In Odoo, you can create two types of transfers: immediate or planned
|
||||
transfers.
|
||||
|
||||
Immediate Transfers
|
||||
-------------------
|
||||
|
||||
When you create a transfer manually, it is by default an immediate
|
||||
transfer.
|
||||
|
||||
In the case of an immediate transfer, you directly encode the products
|
||||
and quantities you are processing, there is no reservation that applies.
|
||||
This is why the column "Initial Demand" is not editable. You only fill
|
||||
in the column "Done" for the quantities.
|
||||
|
||||
This is for example used when you are transferring goods from a location
|
||||
A to a location B and that this is not planned (you are processing the
|
||||
transfer right now).
|
||||
|
||||
Planned Transfers
|
||||
-----------------
|
||||
|
||||
When a transfer is generated automatically (from a sales order or
|
||||
purchase order for example), it is a planned transfer. This means that
|
||||
there is an initial demand and that reservation applies on this initial
|
||||
demand.
|
||||
|
||||
If you want to create a planned transfer manually, you can do it from
|
||||
the inventory dashboard.
|
||||
|
||||
.. image:: media/immediate_planned_transfers01.png
|
||||
:align: center
|
||||
|
||||
In that case, you will have to enter the initial demand first (how many
|
||||
units are you supposed to proceed), then to mark your transfer as to do.
|
||||
Once this is done, you will be able to reserve the products and to
|
||||
process the transfer.
|
||||
|
Before Width: | Height: | Size: 7.0 KiB |
Before Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 5.0 KiB |
BIN
inventory/management/misc/media/sms_delivery_01.png
Normal file
After Width: | Height: | Size: 7.4 KiB |
BIN
inventory/management/misc/media/sms_delivery_02.png
Normal file
After Width: | Height: | Size: 5.6 KiB |
BIN
inventory/management/misc/media/sms_delivery_03.png
Normal file
After Width: | Height: | Size: 21 KiB |
BIN
inventory/management/misc/media/sms_delivery_04.png
Normal file
After Width: | Height: | Size: 5.5 KiB |
BIN
inventory/management/misc/media/sms_delivery_05.png
Normal file
After Width: | Height: | Size: 6.3 KiB |
@ -1,63 +0,0 @@
|
||||
====================================
|
||||
How to configure and run schedulers?
|
||||
====================================
|
||||
|
||||
What is a scheduler
|
||||
===================
|
||||
|
||||
The scheduler is the calculation engine which plans and prioritises
|
||||
production and purchasing automatically according to the rules defined
|
||||
on products. By default, the scheduler is set to run once a day (Odoo
|
||||
automatically creates a **Scheduled Action** for this).
|
||||
|
||||
Calculating Requirements / Scheduling
|
||||
-------------------------------------
|
||||
|
||||
Scheduling only validates procurements that are confirmed but not yet
|
||||
started. These procurement reservations will themselves start
|
||||
production, tasks or purchases depending on the configuration of the
|
||||
requested product.
|
||||
|
||||
You take into account the priority of operations when starting
|
||||
reservations and procurements. Urgent requests, those with a date in the
|
||||
past, or requests with a date earlier than the others will be started
|
||||
first. In case there are not enough products in stock to satisfy all the
|
||||
requests, you can be sure that the most urgent requests will be produced
|
||||
first.
|
||||
|
||||
Configure and run the scheduler
|
||||
===============================
|
||||
|
||||
Run the scheduler manually
|
||||
--------------------------
|
||||
|
||||
This feature is not visible by default. You have to enable **debug mode** to
|
||||
see this. To enable debug mode, go to :menuselection:`Help --> About` and click on
|
||||
**Activate the developer mode**.
|
||||
|
||||
You can also start the scheduler manually from the menu
|
||||
:menuselection:`Inventory --> Schedulers --> Run Schedulers`. The scheduler
|
||||
uses all the relevant parameters defined for products, suppliers
|
||||
and the company to determine the priorities between the different
|
||||
production orders, deliveries and supplier purchases.
|
||||
|
||||
.. image:: media/schedulers02.png
|
||||
:align: center
|
||||
|
||||
Configure and run the scheduler (only for advanced users)
|
||||
---------------------------------------------------------
|
||||
|
||||
This feature is not visible by default. You have to enable **debug mode** to
|
||||
see this. To enable debug mode, go to :menuselection:`Help -> About` and click on
|
||||
**Activate the developer mode**.
|
||||
|
||||
You can set the starting time of the scheduler by modifying the
|
||||
corresponding action in the menu
|
||||
:menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
|
||||
Modify the Run mrp Scheduler configuration.
|
||||
|
||||
.. image:: media/schedulers01.png
|
||||
:align: center
|
||||
|
||||
.. seealso::
|
||||
* :doc:`../delivery/scheduled_dates`
|
43
inventory/management/misc/sms_delivery.rst
Normal file
@ -0,0 +1,43 @@
|
||||
==============================
|
||||
Send Automated SMS at Delivery
|
||||
==============================
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To send automated SMS, you need to activate the *SMS Confirmation*
|
||||
feature. To do so, go to the *Inventory* app *Settings* and enable
|
||||
the feature. In multi-company, this feature is company-specific.
|
||||
|
||||
.. image:: media/sms_delivery_01.png
|
||||
:align: center
|
||||
|
||||
Of course, an SMS template already exists by default in Odoo. You can
|
||||
modify it by clicking on the arrow on the right.
|
||||
|
||||
.. image:: media/sms_delivery_02.png
|
||||
:align: center
|
||||
|
||||
Send SMS at delivery validation
|
||||
===============================
|
||||
|
||||
To use this feature, try to *Create* a delivery order for a specific
|
||||
partner and add some products to it. Then, *Validate* the delivery.
|
||||
|
||||
.. image:: media/sms_delivery_03.png
|
||||
:align: center
|
||||
|
||||
Now, the automated SMS that has been sent appears in the chatter.
|
||||
|
||||
.. image:: media/sms_delivery_04.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
The partner which is set on the transfer needs to have a phone number
|
||||
specified in its contact form for the SMS to be sent.
|
||||
|
||||
If you work with a shipping method, and then have a tracking link, it
|
||||
will be included in the SMS template.
|
||||
|
||||
.. image:: media/sms_delivery_05.png
|
||||
:align: center
|