diff --git a/inventory/management/misc.rst b/inventory/management/misc.rst index a08a79e45..af29705d8 100644 --- a/inventory/management/misc.rst +++ b/inventory/management/misc.rst @@ -9,5 +9,4 @@ Miscellaneous Operations misc/scrap misc/owned_stock misc/email_delivery - misc/schedulers - misc/immediate_planned_transfers + misc/sms_delivery diff --git a/inventory/management/misc/immediate_planned_transfers.rst b/inventory/management/misc/immediate_planned_transfers.rst deleted file mode 100644 index 13209312b..000000000 --- a/inventory/management/misc/immediate_planned_transfers.rst +++ /dev/null @@ -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. - diff --git a/inventory/management/misc/media/immediate_planned_transfers01.png b/inventory/management/misc/media/immediate_planned_transfers01.png deleted file mode 100644 index 317c1fdbe..000000000 Binary files a/inventory/management/misc/media/immediate_planned_transfers01.png and /dev/null differ diff --git a/inventory/management/misc/media/schedulers01.png b/inventory/management/misc/media/schedulers01.png deleted file mode 100644 index 83a5a649b..000000000 Binary files a/inventory/management/misc/media/schedulers01.png and /dev/null differ diff --git a/inventory/management/misc/media/schedulers02.png b/inventory/management/misc/media/schedulers02.png deleted file mode 100644 index 318ec5fd1..000000000 Binary files a/inventory/management/misc/media/schedulers02.png and /dev/null differ diff --git a/inventory/management/misc/media/sms_delivery_01.png b/inventory/management/misc/media/sms_delivery_01.png new file mode 100644 index 000000000..9320ed7d4 Binary files /dev/null and b/inventory/management/misc/media/sms_delivery_01.png differ diff --git a/inventory/management/misc/media/sms_delivery_02.png b/inventory/management/misc/media/sms_delivery_02.png new file mode 100644 index 000000000..448a437d5 Binary files /dev/null and b/inventory/management/misc/media/sms_delivery_02.png differ diff --git a/inventory/management/misc/media/sms_delivery_03.png b/inventory/management/misc/media/sms_delivery_03.png new file mode 100644 index 000000000..435c4da5a Binary files /dev/null and b/inventory/management/misc/media/sms_delivery_03.png differ diff --git a/inventory/management/misc/media/sms_delivery_04.png b/inventory/management/misc/media/sms_delivery_04.png new file mode 100644 index 000000000..56e715797 Binary files /dev/null and b/inventory/management/misc/media/sms_delivery_04.png differ diff --git a/inventory/management/misc/media/sms_delivery_05.png b/inventory/management/misc/media/sms_delivery_05.png new file mode 100644 index 000000000..8ba392fa8 Binary files /dev/null and b/inventory/management/misc/media/sms_delivery_05.png differ diff --git a/inventory/management/misc/schedulers.rst b/inventory/management/misc/schedulers.rst deleted file mode 100644 index a0b8d97c7..000000000 --- a/inventory/management/misc/schedulers.rst +++ /dev/null @@ -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` \ No newline at end of file diff --git a/inventory/management/misc/sms_delivery.rst b/inventory/management/misc/sms_delivery.rst new file mode 100644 index 000000000..a68c4e968 --- /dev/null +++ b/inventory/management/misc/sms_delivery.rst @@ -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 \ No newline at end of file