=================================================================== How to process delivery orders in three steps (pick + pack + ship)? =================================================================== Overview ======== When an order goes to the shipping department for final delivery, Odoo is set up by default on a **one-step** operation: once all goods are available, they can be shipped in bulk in a single delivery order. However, that process may not reflect the reality and your company may require more steps before shipping. With the **three steps** process (**Pick + Pack + Ship**), the items are transferred to a packing area, where they will be assembled by area of destination, and then set to outbound trucks for final delivery to the customers. A few configuration steps are necessary in order to accomplish **Pick + Pack + Ship** in Odoo. These steps create some additional locations, which by default are called **Output** and **Packing Zone**. So, if your warehouse's code is ``WH``, this configuration will create a location called ``WH/Output`` and another one called ``WH/Packing Zone``. Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step. Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be delivered from **WH/Output** to its **final destination**. .. note:: Check out :doc:`inventory_flow` to determine if this inventory flow is the correct method for your needs. Configuration ============= Install the Inventory module ---------------------------- From the **App** menu, search and install the **Inventory** module. .. image:: media/three_steps07.png :align: center You will also need to install the **Sales** module to be able to issue sales orders. Allow managing routes --------------------- Odoo configures movement of delivery orders via **routes**. Routes provide a mechanism to link different actions together. In this case, we will link the picking step to the shipping step. To allow management of routes, go to :menuselection:`Configuration --> Settings` Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button **Advanced routing of products using rules**. Make sure that the option **Manage several locations per warehouse** is activated as well. .. image:: media/three_steps05.png :align: center Configure the warehouse for Pick + Pack + Ship ----------------------------------------------- Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be used. For outgoing shippings, set the option to **Make packages into a dedicated location, bring them to the output location for shipping (Pick + Pack + Ship).** .. image:: media/three_steps01.png :align: center Create a Sale Order =================== From the **Sale** module, create a sales order with some products to deliver. Notice that we now see ``3`` transfers associated with this sales order in the **stat button** above the sales order. .. image:: media/three_steps06.png :align: center If you click the button, you should now see three different pickings: 1. The first with a reference **PICK** to designate the picking process, 2. The second one with the reference **PACK** that is the packing process, 3. The last with a reference **OUT** to designate the shipping process. .. image:: media/three_steps04.png :align: center Process a Delivery ================== How to Process the Picking Step? -------------------------------- 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/three_steps08.png :align: center Click on the picking that you want to process. Click on **Reserve** to reserve the products if they are available. Click on **Validate** to complete the move from **WH/Stock** to **WH/Packing Zone**. This has completed the picking Step and the **WH/PICK** should now show **Done** in the status column at the top of the page. The product has been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the product available for the next step (Packing). How to Process the Packing Step? -------------------------------- Go to **Inventory** and click on the **# TRANSFERS** link under the **Pack** kanban card. .. image:: media/three_steps03.png :align: center Click on the picking that you want to process. Click on **Validate** to complete the move from **WH/Packing Zone** to **WH/Output**. This has completed the packing step and the **WH/PACK** should now show **Done** in the status column at the top of the page. The product has been moved from **WH/Packing Zone** to **WH/Output location**, which makes the product available for the next step (Shipping). How to Process the Shipping Step? --------------------------------- Go to **Inventory** and click on the **# TO DO** link under the **Delivery Orders** kanban card. .. image:: media/three_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** 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 available - Process Overview: From sales orders to delivery orders - Process Overview: From purchase orders to receptions