192 lines
5.2 KiB
ReStructuredText
192 lines
5.2 KiB
ReStructuredText
============================
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From procurement to delivery
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============================
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Overview
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========
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Inventory is the heart of your business. It can be really complicated,
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but with Odoo, doing a receipt or a delivery has never been easier. We
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will show you in this document how easy to do a full process, from the
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receipt to the delivery.
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Odoo inventory is fully integrated with other applications, such as
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**Purchase**, **Sales** or **Inventory**. But is not limited to those processes, it
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is also fully integrated with our **e-Commerce**, **Manufacturing** and **Repairs**
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applications.
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How to process a receipt ?
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==========================
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Install Purchase application
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----------------------------
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First, you will need to install the **Purchase Management** application. Go
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to :menuselection:`Apps` and install it.
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.. image:: media/sale_to_delivery01.png
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:align: center
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Make a purchase order
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---------------------
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Go to the **Purchases** applications. The first screen is the **Request for
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Quotation** list. Click on the **Create** button.
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Fill in the **Vendor** information and click on **Add an Item** to add some
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products to your request for quotation.
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.. image:: media/sale_to_delivery02.png
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:align: center
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Click on **Confirm order** when you are sure about the products, prices
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and quantity.
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Retrieve the Receipt
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--------------------
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You can retrieve the receipt order in 2 ways:
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From the purchase order
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~~~~~~~~~~~~~~~~~~~~~~~~
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On the top right of your purchase order, you will see a button with the
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related **Receipt**:
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.. image:: media/sale_to_delivery03.png
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:align: center
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Click on it to see the **Transfer order**.
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From the Inventory Dashboard
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When opening the **Inventory** application, click on **# to receive** to see
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the list of your deliveries to process.
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.. image:: media/sale_to_delivery04.png
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:align: center
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In the list, click on the one related to the purchase order:
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.. image:: media/sale_to_delivery05.png
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:align: center
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Process the Receipt
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-------------------
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.. image:: media/sale_to_delivery06.png
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:align: center
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To process the stock transfer. Simply click on **Validate** to complete
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the transfer. A message will appear asking if you want to process the
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whole order, accept it by clicking on **Apply**.
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.. note::
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Procurements can be automated. Please read our document
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:doc:`../../management/adjustment/min_stock_rule_vs_mto`
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for more information.
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How to process a delivery order ?
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=================================
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Install Sales application
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-------------------------
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First, you will need to install the **Sales Management** application. Go to
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:menuselection:`Apps` and install it.
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.. image:: media/sale_to_delivery07.png
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:align: center
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Place a sale order
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------------------
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Go to the **Sales** applications. Click on the **Quotations** button of your
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team.
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.. image:: media/sale_to_delivery08.png
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:align: center
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You will get the list of all your quotations. Click on the **Create**
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button.
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Fill in the **Customer informations** and click on **Add an Item** to add
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some products to your quotation.
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.. image:: media/sale_to_delivery09.png
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:align: center
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Click on **Confirm sale** to place the order.
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Retrieve the Delivery order
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---------------------------
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You can retrieve the delivery order in 2 ways:
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From the sale order
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~~~~~~~~~~~~~~~~~~~~
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On the top right of your sale order, you will see a button with the
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related **Delivery**:
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.. image:: media/sale_to_delivery10.png
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:align: center
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Click on it to see the **Transfer order**.
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From the Inventory Dashboard
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When opening the **Inventory** application, click on **# to do** to see the
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list of your receipts to process.
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.. image:: media/sale_to_delivery11.png
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:align: center
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In the list, click on the one related to the sale order:
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.. image:: media/sale_to_delivery12.png
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:align: center
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.. note::
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If the product is not in stock, the sale order will be listed as
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**Waiting** on your dashboard.
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Process the delivery
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--------------------
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.. image:: media/sale_to_delivery12.png
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:align: center
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To process the stock transfer. Simply click on **Validate** to complete
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the transfer. A message will appear asking if you want to process the
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whole order, accept it by clicking on **Apply**.
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.. note::
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E-Commerce orders are processed the same way.
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.. tip::
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You can easily integrate your delivery orders with different
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delivery methods. Please read the document
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:doc:`../../shipping/setup/delivery_method`.
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Advanced flows
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===============
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In this document, the flows that are explained are the most simple ones.
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Odoo also suit for companies having advanced warehouse management.
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- By default, only **receipts** and **deliveries** are configured but you can
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activate the use of multi-locations and multi-warehouses to do
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**internal transfers**.
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- **Routes**: you can automate flows with push and pull rules
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- **Multi-step** receipts and deliveries can be easily configured for each
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warehouse
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- Much more: **Barcode scanning**, **serial numbers**, **lots**, **cross-docking**,
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**dropshipping**, integration with a **third-party** shipper, **putaway** and
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**removal** strategies.... All of it is possible with Odoo.
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