114 lines
3.9 KiB
ReStructuredText
114 lines
3.9 KiB
ReStructuredText
==========================================================
|
|
Process a Receipt in three steps (Input + Quality + Stock)
|
|
==========================================================
|
|
|
|
In many companies, it is necessary to assess the received good. The goal
|
|
is to check that the products correspond to the quality requirements
|
|
agreed with the suppliers. Therefore, adding a *quality control step*
|
|
in the goods receipt process can become essential.
|
|
|
|
Odoo uses routes to define exactly how you will handle the different
|
|
receipt steps. The configuration is done at the level of the warehouse.
|
|
By default, the reception is a one-step process, but changing the
|
|
configuration can allow having 3 steps.
|
|
|
|
The 3-steps flow is as follows: You receive the goods in an input area,
|
|
then transfer them into a quality area for *quality control*. When the
|
|
quality check has been processed, you can move the goods from QC to
|
|
stock. Of course, you may change the quantity and only transfer to stock
|
|
the quantity that is valid and decide that you will return the quantity
|
|
that is not good.
|
|
|
|
Multi-Step Routes
|
|
=================
|
|
|
|
First, you will need to activate the *multi-step routes* option.
|
|
Indeed, routes provide a mechanism to chain different actions together.
|
|
Here, we will chain the picking to the shipping.
|
|
|
|
To activate *multi-step routes*, open the *inventory app*, and go to
|
|
*Configuration > Settings* and activate the option. By default,
|
|
activating *multi-step routes* will also activate *Storage
|
|
Locations*.
|
|
|
|
.. image:: media/three_steps_01.png
|
|
:align: center
|
|
|
|
Warehouse configuration
|
|
=======================
|
|
|
|
Now that *Multi-Step Routes* is activated, go to *Configuration >
|
|
Warehouse* and open the one you will use to deliver in 3 steps. Then,
|
|
you can select the option *Pack good, send goods in output and then
|
|
deliver (3 steps)* as *Outgoing Shipments*.
|
|
|
|
.. image:: media/three_steps_02.png
|
|
:align: center
|
|
|
|
Activating this option will lead to the creation of two new locations,
|
|
*Output* and *Packing Zone*.
|
|
|
|
Of course, you can rename them if you want. To do so, go to
|
|
*Configuration > Locations* and select the one you want to rename.
|
|
Change its name and hit save.
|
|
|
|
Create a Sales Order
|
|
====================
|
|
|
|
In the *Sales* app, create a quotation with storable products to
|
|
deliver. Then, confirm it and three pickings will be created and linked
|
|
to your sale order.
|
|
|
|
.. image:: media/three_steps_03.png
|
|
:align: center
|
|
|
|
Now, click on the button. You should see three different pickings:
|
|
|
|
- The first one, with a reference PICK, designates the picking process;
|
|
|
|
- The second one, with a reference PACK, is for the packing process;
|
|
|
|
- The third one, with a reference OUT, designates the shipping process.
|
|
|
|
.. image:: media/three_steps_04.png
|
|
:align: center
|
|
|
|
Process the picking, packing, and delivery
|
|
==========================================
|
|
|
|
The first operation to be processed is the picking and has a *Ready*
|
|
status, while the others are *Waiting Another Operation*. The packing
|
|
will become *Ready* as soon as the picking is marked as *Done*.
|
|
|
|
You can enter the picking operation from here, or access it through the
|
|
inventory app.
|
|
|
|
.. image:: media/three_steps_05.png
|
|
:align: center
|
|
|
|
Note that, if you have the product in stock, it will be automatically
|
|
reserved and you can validate the picking document.
|
|
|
|
.. image:: media/three_steps_06.png
|
|
:align: center
|
|
|
|
Now that the picking has been validated, the packing order is ready to
|
|
be processed. Since the documents are chained, the products that have
|
|
been picked are automatically reserved on the packing order so you can
|
|
directly validate it.
|
|
|
|
.. image:: media/three_steps_07.png
|
|
:align: center
|
|
|
|
.. image:: media/three_steps_08.png
|
|
:align: center
|
|
|
|
Then, you can validate your packing. In doing so, the delivery order can
|
|
be processed. Once again, it will be ready to be validated so you can
|
|
transfer the products to the customer location.
|
|
|
|
.. image:: media/three_steps_09.png
|
|
:align: center
|
|
|
|
.. image:: media/three_steps_10.png
|
|
:align: center |