[ADD] inventory: dispatch management system

closes odoo/documentation#11268

X-original-commit: ad6843be92
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/hr/fleet/models.rst

@@ -192,6 +192,12 @@ The order of the list does not affect the database in any way. However, it may b
 the vehicle categories in a specific order, for example, by size, or the numbers of passengers the
 vehicle can carry.
 
+.. note::
+   When used with the **Inventory** app, the :guilabel:`Max Weight` and :guilabel:`Max Volume`
+   fields track a vehicle's capacity. This helps manage in-house deliveries by :doc:`showing how
+   much space and weight remain for loading products
+   <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`.
+
 .. image:: models/categories.png
    :align: center
    :alt: List view of the models in the fleet.

content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst

@@ -285,3 +285,4 @@ delivery order. To add or change the delivery method on the delivery itself, go
    setup_configuration/label_type
    setup_configuration/multipack
    setup_configuration/print_on_validation
+   setup_configuration/dispatch

content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst

@@ -0,0 +1,267 @@
+==========================
+Dispatch management system
+==========================
+
+The *dispatch management system* feature in Odoo is used to plan and build shipments. Key features
+include:
+
+- **Load building**: Group products for specific carriers, assign those :doc:`batches
+  <../picking_methods/batch>` to loading docks, and manage vehicle assignments based on fleet
+  capacity. This ensures the right products are packed into the appropriate trucks for delivery.
+- :doc:`Fleet management <../../../../hr/fleet>`: Track and manage the capacity of in-house
+  delivery vehicles.
+
+Configuration
+=============
+
+To use the dispatch management system, the following setup must be completed:
+
+#. :ref:`Install <general/install>` the **Fleet** application.
+#. Configure vehicle :ref:`capacity (volume and weight)
+   <inventory/shipping_receiving/vehicle-capacity>`.
+#. Enter vehicle :doc:`car model(s) <../../../../hr/fleet/models>`.
+#. Enable :ref:`necessary features <inventory/shipping_receiving/inventory-features>` in the
+   **Inventory** app.
+#. Set up :ref:`vehicles as delivery methods
+   <inventory/shipping_receiving/delivery-method-for-carrier>`.
+#. Create :ref:`dock locations <inventory/shipping_receiving/docks>`.
+
+.. _inventory/shipping_receiving/vehicle-capacity:
+
+Vehicle capacity
+----------------
+
+To configure the vehicle capacity, go to :menuselection:`Fleet app --> Configuration -->
+Categories`.
+
+Next, click :guilabel:`New` to add a new category, or click into an existing category to modify it.
+In the :guilabel:`Name` field, enter the type of vehicle (e.g., `Pick-up truck`, `Van`, or `Cargo
+truck`). Then, enter the vehicle capacity in the :guilabel:`Max Weight` (in kilograms) and
+:guilabel:`Max Volume` (in cubic meters) fields.
+
+
+.. image:: dispatch/categories.png
+   :alt: Vehicle categories with defined weight and volume.
+
+.. note::
+   The units of measurement for vehicle capacity are assigned at the global level in the
+   **Settings** app, in the :guilabel:`Units of Measure` section.
+
+   .. image:: dispatch/settings.png
+      :alt: Show units of measure settings.
+
+.. seealso::
+   :ref:`Vehicle category <fleet/categories>`
+
+
+Car model
+---------
+
+Configuring a vehicle's car model is required when adding vehicles in Odoo. Ensure the correct
+*Category* is selected for a car model. Doing so automatically applies weight and volume capacities
+to all vehicles of that type.
+
+To configure, navigate to :menuselection:`Fleet app --> Configuration --> Models`.
+
+From the :guilabel:`Models` list, select an existing model, or click :guilabel:`New` in the top-left
+corner to create a new model. Then, set the relevant :guilabel:`Category` field to the relevant
+vehicle category.
+
+.. seealso::
+   :doc:`Create car model <../../../../hr/fleet/models>`
+
+
+.. _inventory/shipping_receiving/inventory-features:
+
+Inventory settings
+------------------
+
+Next, go to :menuselection:`Inventory app --> Configuration --> Settings`, and enable the required
+features for dispatch management.
+
+In the :guilabel:`Operations` section, tick the :guilabel:`Batch, Wave & Cluster Transfers`
+checkbox to prepare batches of orders for delivery.
+
+In the :guilabel:`Shipping` section, tick the :guilabel:`Delivery Methods` and :guilabel:`Dispatch
+Management System` checkboxes. Doing so allows specific vehicles to be :ref:`set as carriers
+<inventory/shipping_receiving/delivery-method-for-carrier>`.
+
+In the :guilabel:`Warehouse` section, tick the :guilabel:`Storage Locations` checkbox to assign
+specific locations in the warehouse as loading zones for delivery trucks.
+
+Then, once all the configurations are complete, be sure to click :guilabel:`Save`.
+
+.. _inventory/shipping_receiving/delivery-method-for-carrier:
+
+Delivery method
+---------------
+
+Next, assign each delivery vehicle as a *Carrier* by configuring a delivery method.
+
+To configure delivery methods, go to :menuselection:`Inventory app --> Configuration --> Delivery
+Methods`. Select an existing delivery method, or click :guilabel:`New`.
+
+.. seealso::
+   :doc:`Configure delivery method <../setup_configuration>`
+
+On the :guilabel:`Delivery Method` form, enter a name for the delivery method. It is recommended to
+use identifying information, such as the vehicle description and license plate number (e.g. `Truck
+123-ABCD`).
+
+Since the delivery methods are managed internally, set the :guilabel:`Provider` to either
+:guilabel:`Fixed Price` or :guilabel:`Based on Rules`. For more information about how shipping
+prices are calculated, refer to the :doc:`Delivery method <../setup_configuration>` article.
+
+Next, set a :guilabel:`Delivery Product`, which is the product that shows up as the customer's
+:ref:`delivery charge <inventory/shipping_receiving/delivery-product>` on the sales order or
+invoice.
+
+Optionally, in the :guilabel:`Availability` tab, set the :guilabel:`Countries`, :guilabel:`States`,
+or :guilabel:`Zip Prefixes` to limit the range of local delivery.
+
+.. figure:: dispatch/delivery-method.png
+   :alt: Delivery method form.
+
+   Example delivery method, with the :guilabel:`Zip Prefixes` set to San Francisco's zip code.
+
+.. _inventory/shipping_receiving/docks:
+
+Dock locations
+--------------
+
+Each loading dock must have a dedicated location. To create or configure dock locations, go to
+:menuselection:`Inventory app --> Configuration --> Locations`.
+
+Click the desired location, which opens the :guilabel:`Location` form. In the :guilabel:`Additional
+Information` section, tick the :guilabel:`Is a Dock Location` checkbox.
+
+.. figure:: dispatch/dock-location.png
+   :alt: Location configuration.
+
+   Location configuration page with :guilabel:`Is a Dock Location` checkbox ticked.
+
+Build loads
+===========
+
+Once setup is complete, :ref:`assign orders to a carrier
+<inventory/shipping_receiving/assign-carrier>` and :ref:`group them into batches
+<inventory/shipping_receiving/create-batch>`. Then, :ref:`configure the batch form
+<inventory/shipping_receiving/batch-form>`, as needed.
+
+To group products, go to the :menuselection:`Inventory app --> Operations --> Deliveries`, which
+reveals a list of outgoing deliveries.
+
+.. seealso::
+   Since this article is about a specific use case, explore details about each picking method in
+   their dedicated articles.
+
+   - :doc:`../picking_methods/batch`
+   - :doc:`Wave picking <../picking_methods/wave>`
+   - :doc:`../picking_methods/cluster`
+
+
+.. _inventory/shipping_receiving/assign-carrier:
+
+Carrier assignment
+------------------
+
+Reveal the *Carrier* column, if it is not visible by default, by clicking the
+:icon:`oi-settings-adjust` :guilabel:`(settings)` icon in the top-right corner, and ticking the
+:guilabel:`Carrier` checkbox.
+
+.. tip::
+   Other useful columns to enable can be :guilabel:`Zip` code, :guilabel:`Shipping Weight`, and
+   :guilabel:`Shipping Volume`.
+
+Select the delivery orders for the batch by ticking the checkboxes on the left. Next, click into the
+line's :guilabel:`Carrier` fields. In the resulting drop-down menu, choose the desired vehicle's
+:ref:`delivery method <inventory/shipping_receiving/delivery-method-for-carrier>`. A
+:guilabel:`Confirmation` pop-up window appears, indicating the number of orders being added to the
+batch. Click :guilabel:`Confirm`, and the carrier is updated for all the selected records.
+
+.. figure:: dispatch/set-carrier.png
+   :alt: Set carrier.
+
+   The delivery method `Truck 1-MER-001` is set as the :guilabel:`Carrier` for two delivery orders.
+
+.. _inventory/shipping_receiving/create-batch:
+
+Create batch
+------------
+
+With the carrier set, begin adding orders to a batch or wave transfer by ticking the checkbox.
+
+.. note::
+  If a delivery order is already assigned to a batch transfer, assigning a batch transfer here does
+  **not** update it.
+
+Then, click the :icon:`fa-cog` :guilabel:`Actions` button, and click either :guilabel:`Add to batch`
+or :guilabel:`Add to wave`. In the pop-up window, ensure :guilabel:`Add to` is set to :guilabel:`a
+new [batch/wave] transfer`, then click :guilabel:`Confirm`.
+
+.. figure:: dispatch/add-to-wave.png
+   :alt: Example wave.
+
+   Delivery orders are selected to be grouped into a wave transfer.
+
+Alternative batch creation method
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Another place to create batches is by going to the :menuselection:`Inventory` app, and in the
+:guilabel:`Delivery Orders` card, click the :icon:`fa-ellipsis-v` :guilabel:`(three dots)` icon. In
+the resulting drop-down menu, click :guilabel:`Prepare batch`.
+
+.. note::
+   The :guilabel:`Transport Management` drop-down menu contains other tools for fleet management:
+
+   - :guilabel:`Manage Batches`: open list of batches
+   - :guilabel:`Dock Dispatching`: open weekly calendar view of scheduled batch operations
+   - :guilabel:`Batches by Route`: Kanban view of batches grouped by fulfillment route
+   - :guilabel:`Calendar`: open hourly calendar view of scheduled operations
+   - :guilabel:`Statistics`: open pivot table of the batch transfers
+
+.. image:: dispatch/prepare-batch.png
+   :alt: Show prepare batch option from the Transport Management drop-down menu.
+
+.. _inventory/shipping_receiving/batch-form:
+
+Batch form
+----------
+
+On the batch transfer form, fill the following fields out accordingly:
+
+- :guilabel:`Responsible`: employee assigned to the picking. Leave blank if *any* worker can fulfill
+  this picking.
+- :guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the
+  picking is categorized.
+- :guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should
+  complete the transfer to the output location.
+- :guilabel:`Dock Location`: select the loading location.
+- :guilabel:`Vehicle`: select the vehicle, which will auto-fill :guilabel:`Vehicle Category`.
+- :guilabel:`Vehicle Category`: show if the order exceeds the :ref:`vehicle's capacity limits
+  <inventory/shipping_receiving/vehicle-capacity>`
+
+.. example::
+   The :guilabel:`Volume` bar is grayed out because the capacity has been reached.
+
+   .. image:: dispatch/batch-form.png
+      :alt: Show batch form.
+
+Prepare delivery route
+~~~~~~~~~~~~~~~~~~~~~~
+
+To help the driver prepare, click the :guilabel:`Map` button at the top of the batch or wave form to
+view delivery destinations on a map. Selecting an individual delivery order pinpoints its location.
+
+.. note::
+   The :guilabel:`Map` button is only visible for transfers with the :guilabel:`In progress` status.
+
+.. image:: dispatch/map.png
+   :alt: Show map in Odoo, with information of the delivery orders.
+
+Additionally, use the :guilabel:`View in Google Maps` button to generate a route from the warehouse
+to the delivery points.
+
+.. image:: dispatch/google-map.png
+   :alt: Show Google Map route.
+