127 lines
4.6 KiB
ReStructuredText
127 lines
4.6 KiB
ReStructuredText
=============================================================
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How to add a quality control step in goods receipt? (3 steps)
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=============================================================
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Overview
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========
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In many companies, it is necessary to assess the received good. The goal
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is to check that the products correspond to the quality requirements
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agreed with the suppliers. Therefore, adding a quality control step in
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the goods receipt process can become essential.
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Odoo uses routes to define exactly how you will handle the different
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receipt steps. The configuration is done at the level of the warehouse.
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By default, the reception is a one step process, but changing the
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configuration can allow to have 2 or even 3 steps.
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The 3 steps flow is as follows: You receive the goods in an input
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area, then transfer them into quality area for quality control. When
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the quality check has been processed, you can move the goods from QC
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to stock. Of course, you may change the quantity and only transfer to
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stock the quantity that is valid and decide that you will return the
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quantity that is not good.
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This is the case that will be explained in this document.
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Configuration
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=============
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Use advanced routes
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-------------------
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To allow management of routes, go to the menu
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:menuselection:`Inventory --> Configuration --> Settings`.
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.. image:: media/three_steps06.png
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:align: center
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Ensure that the routes option **Advance routing of product using
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rules** is checked, then click on **Apply** to save changes.
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Make sure that **Manage several locations per warehouse** is also
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ticked.
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How to add a quality control step in goods receipt?
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---------------------------------------------------
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Go to the menu :menuselection:`Inventory --> Configuration --> Warehouse` and
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choose the warehouse where you want to change reception methods.
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By default, warehouses are configured with one step reception (**Receive
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goods directly into stock**).
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To add quality control before transfer goods into stock location, tick
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**Unload in input location, go through a quality control before being
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admitted in stock (3 steps)**.
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.. image:: media/three_steps01.png
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:align: center
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How to control a receipt?
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=========================
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How to process the receipt step ?
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---------------------------------
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- In the **Purchase** app, create a **Request for Quotation**. Click on the
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**Confirm order** button. You can see that there is one **Shipment**
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related to purchase order in the stat button above the
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purchase order form view. This is the receipt step.
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.. image:: media/three_steps04.png
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:align: center
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- Go to **Inventory** and click on the link **# TO RECEIVE** in the **Receipts** card.
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.. image:: media/three_steps02.png
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:align: center
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- Click on the receipt that you want to process. Click on **Validate** to
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complete the move from the **Vendor** location to **WH/Input**.
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This has completed the receipt step and the status column at the top of
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the page for **WH/IN** should now show **Done**. The product has been moved
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from the **Vendor** to the **WH/Input** location, which makes the product
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available for the next step (Move to the quality control zone)
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How to move your product from the receipt zone to the quality control zone ?
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----------------------------------------------------------------------------
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Go to the **Inventory** dashboard. You will see that there is one
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transfer ready (the move to the quality control zone) and one waiting
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(the move to the stock after the control). Click on the link **# TRANSFERS** in
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the **Internal Transfers** to process the quality control.
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.. image:: media/three_steps03.png
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:align: center
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Click on the picking that you want to process.
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Click on **Validate** to complete the move from **WH/Input** to **WH/Quality
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Control**.
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This has completed the internal transfer step and the status column at
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the top of the page for **WH/INT** should now show **Done**. The receipt is
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now ready to be controlled.
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How to to process the quality control ?
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----------------------------------------
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Go back to the **Inventory** dashboard. The waiting transfer is now
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ready. Click on the link **# TRANSFERS** in the **Internal Transfers** card to process
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the quality control.
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.. image:: media/three_steps05.png
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:align: center
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Click on the last picking to process. Click on **Validate** to complete
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the move from **WH/Quality Control** to **WH/Stock**.
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This has completed the quality control step and the status column at the
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top of the page for **WH/INT** should now show **Done**. The receipt has
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been controlled and has moved to your stock.
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.. seealso::
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* :doc:`../delivery/inventory_flow`
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* :doc:`two_steps` |