[IMP] inventory: update 2 step routes doc

closes odoo/documentation#8966

X-original-commit: 16b0137ae5
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2024-04-18 11:52:20 -04:00
parent 3e4d6d315b
commit fe2657a558
22 changed files with 52 additions and 83 deletions

View File

@ -39,7 +39,7 @@ setting, :guilabel:`Save` the changes.
Activating the :guilabel:`Multi-Step Routes` setting will also activate the :guilabel:`Storage
Locations` feature.
.. image:: receipts_delivery_two_steps/multi-step-routes.png
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-settings.png
:align: center
:alt: Activate multi-step routes and storage locations in inventory settings.
@ -51,7 +51,7 @@ Then, select :guilabel:`Receive goods in input and then stock (2 steps)` for :gu
Shipments`, and :guilabel:`Send goods in output and then deliver (2 steps)` for :guilabel:`Outgoing
Shipments`.
.. image:: receipts_delivery_two_steps/two-step-warehouse-config.png
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-shipments.png
:align: center
:alt: Set incoming and outgoing shipment options to receive and deliver in two steps.
@ -80,57 +80,46 @@ quote as a new purchase order.
the warehouse from the drop-down selection that includes the `Receipts` label at the end of the
name.
After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button will appear in
the top of the :abbr:`PO (Purchase Order)` form — click it to reveal the associated receipt.
After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` smart button appears at the
top of the :abbr:`PO (Purchase Order)` form. Click it to reveal the new receipt (WH/IN) operation.
.. image:: receipts_delivery_two_steps/two-step-po-receipt.png
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-smart-button.png
:align: center
:alt: After confirming a purchase order, a Receipt smart button will appear.
.. tip::
Purchase order receipts can also be found in the :menuselection:`Inventory` application. In the
:guilabel:`Overview` dashboard, click the :guilabel:`# to Process` smart button in the
:guilabel:`Receipts` kanban card.
.. image:: receipts_delivery_two_steps/two-step-receipts-kanban.png
:align: center
:alt: One receipt ready to process in the Inventory Overview kanban view.
Process the receipt
-------------------
The receipt and internal transfer will be created once the purchase order is confirmed. The status
of the receipt will be :guilabel:`Ready`, since the receipt must be processed first. The status of
the internal transfer will be :guilabel:`Waiting Another Operation`, since the transfer cannot
happen until the receipt is completed. The status of the internal transfer will only change to
:guilabel:`Ready` once the receipt has been marked as :guilabel:`Done`.
Once the purchase order is confirmed, a receipt is generated and ready to process.
Navigate to the :menuselection:`Inventory app`, and locate the :guilabel:`Receipts` task card on the
:guilabel:`Inventory Overview` dashboard. This reveals a list of all receipts to process.
Click on the :guilabel:`Receipt` associated with the purchase order, then click :guilabel:`Validate`
to complete the receipt and move the product to the :guilabel:`Input Location`.
to complete the receipt and move the product to :guilabel:`WH/Input`.
.. image:: receipts_delivery_two_steps/validate-two-step-receipt.png
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-receipt-form.png
:align: center
:alt: Validate the receipt by clicking Validate, then the product will be transferred to the
WH/Input location.
:alt: Receipt form for product move to WH/Input.
Process the internal transfer
-----------------------------
Once the product is in the :guilabel:`Input Location`, the internal transfer is ready to move the
product into stock. Navigate to the :menuselection:`Inventory` app, and on the :guilabel:`Inventory
Overview` dashboard, click the :guilabel:`# To Process` smart button in the :guilabel:`Internal
Transfers` kanban card.
Once the receipt is validated, an internal transfer is created and ready to process.
.. image:: receipts_delivery_two_steps/transfer-two-step-kanban.png
:align: center
:alt: One Internal Transfer ready to process in the Inventory Overview kanban view.
Click back to the :guilabel:`Inventory Overview` in the breadcrumbs, and locate the
:guilabel:`Internal Transfers` task card.
Click on the :guilabel:`Transfer` associated with the purchase order, then click
:guilabel:`Validate` to complete the receipt and move the product to stock. Once the transfer is
validated, the product enters the stock and is available for customer deliveries or manufacturing
orders.
Click the :guilabel:`# To Process` button to reveal a list of all internal transfers to process, and
select the transfer associated with the previously validated receipt.
.. image:: receipts_delivery_two_steps/two-step-validate-transfer.png
Click :guilabel:`Validate` to complete the transfer and move the product from :guilabel:`WH/Input`
to :guilabel:`WH/Stock`.
Once the transfer is validated, the product enters inventory and is available for customer
deliveries or manufacturing orders.
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-internal-transfer.png
:align: center
:alt: Validate the internal transfer to move the item to stock.
@ -148,72 +137,52 @@ After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart butt
the top, above the :abbr:`SO (Sales Order)` form. Click the :guilabel:`Delivery` smart button to
reveal the associated receipt.
.. image:: receipts_delivery_two_steps/two-step-sales-quote.png
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-button.png
:align: center
:alt: After confirming the sales order, the Delivery smart button appears showing two items
associated with it.
:alt: Delivery smart button on sales order form.
.. tip::
Sales order receipts can also be found in the :menuselection:`Inventory` application. In the
:guilabel:`Overview` dashboard, click the :guilabel:`# To Process` smart button in the
:guilabel:`Pick` kanban card.
.. image:: receipts_delivery_two_steps/two-step-pick-kanban.png
:align: center
:alt: The pick order can be seen in the Inventory kanban view.
:guilabel:`Pick` Kanban card.
Process the picking
-------------------
The picking and delivery order will be created once the sales order is confirmed. When the
:guilabel:`Delivery` smart button appears, click it to reveal the :guilabel:`Transfers` dashboard,
which lists both the picking and the delivery orders.
Once the sales order is confirmed, a picking order is generated and ready to process.
The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
before it can be shipped. The status of the delivery order will be :guilabel:`Waiting Another
Operation`, since the delivery cannot happen until the picking is completed. The status of the
delivery order will only change to :guilabel:`Ready` once the picking has been marked as
:guilabel:`Done`.
Navigate to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the
:guilabel:`Inventory Overview` dashboard. This reveals a list of all pickings to process.
.. image:: receipts_delivery_two_steps/two-step-status.png
:align: center
:alt: Ready status for the pick operation while the delivery operation is Waiting Another
Operation.
Click on the picking delivery order to begin processing it. If the product is in stock, Odoo will
automatically reserve the product. Click :guilabel:`Validate` to mark the picking as
:guilabel:`Done`, then the delivery order will be ready for processing. Since the documents are
linked, the products which have been previously picked are automatically reserved on the delivery
Click on the picking (WH/PICK) operation associated with the sales order to reveal the picking
order.
.. image:: receipts_delivery_two_steps/validate-two-step-pick.png
Click :guilabel:`Check Availability` on the picking order form. If the product is in stock, Odoo
automatically reserves the product. Quantities can also be manually set by changing the value in the
:guilabel:`Quantity` column to match the value in the :guilabel:`Demand` column.
Once ready, click :guilabel:`Validate` to complete the picking and move the product from
:guilabel:`WH/Stock` to :guilabel:`WH/Output.`
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-picking-form.png
:align: center
:alt: Validate the picking by clicking Validate.
:alt: Picking operation form moving product to WH/Output.
Process the delivery
--------------------
The delivery order will be ready to be processed once the picking is completed, and can be found in
the :menuselection:`Inventory` application, on the :guilabel:`Inventory Overview` dashboard. Click
the :guilabel:`# To Process` smart button in the :guilabel:`Delivery Orders` kanban card to begin.
Once the picking has been processed, the delivery order is generated, and can be processed.
.. tip::
The delivery order associated with the :abbr:`SO (Sales Order)` can also be quickly accessed by
clicking on the :guilabel:`Delivery` smart button again, and choosing the delivery order on the
:guilabel:`Transfers` page (which should now be marked as :guilabel:`Ready`).
Navigate back to the original sales order by going to :menuselection:`Sales app`, and selecting the
associated sales order.
.. image:: receipts_delivery_two_steps/deliver-two-step-kanban.png
The :guilabel:`Delivery` smart button now indicates there are two transfers. Click the
:guilabel:`Delivery` smart button to reveal each transfer tied to this sales order: the completed
picking, and the new delivery (WH/OUT) operation. Click the delivery operation to open the delivery
order.
Once ready, click :guilabel:`Validate` to complete the delivery.
.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-order.png
:align: center
:alt: The delivery order can be seen in the Inventory Kanban view.
Click on the delivery order associated with the :abbr:`SO (Sales Order)`, then click on
:guilabel:`Validate` to complete the move.
.. image:: receipts_delivery_two_steps/validate-two-step-delivery.png
:align: center
:alt: Click Validate on the delivery order to transfer the product from the output location to
the customer location.
Once the delivery order is validated, the product leaves the :guilabel:`WH/Output` location on the
:guilabel:`Transfers` dashboard and moves to the :guilabel:`Partners/Customers` location. Then, the
status of the document will change to :guilabel:`Done`.
:alt: Delivery operation form moving product to customer location.