104 lines
3.8 KiB
ReStructuredText
104 lines
3.8 KiB
ReStructuredText
===========================================================
|
|
Process Delivery Orders in three Steps (Pick + Pack + Ship)
|
|
===========================================================
|
|
|
|
When an order goes to the shipping department for final delivery, Odoo
|
|
is set up by default to utilize a one-step operation: once all goods are
|
|
available, they are able to be shipped in a single delivery order.
|
|
However, that process may not reflect reality and your company could
|
|
require more steps before shipping.
|
|
|
|
With the delivery in 3 steps (Pick + Pack + Ship), the items will be
|
|
picked to be transferred to a packing area. Then, they will be moved to
|
|
an output location before being effectively shipped to the customers.
|
|
|
|
Activate Multi-Step Routes
|
|
==========================
|
|
|
|
The first step is to allow using *multi-step routes*. Indeed, routes
|
|
provide a mechanism to chain different actions together. In this case,
|
|
we will chain the picking step to the shipping step.
|
|
|
|
To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
|
|
activate the option. Note that activating *Multi-Step
|
|
Routes* will also activate *Storage Locations*.
|
|
|
|
.. image:: media/three_steps_01.png
|
|
:align: center
|
|
|
|
Configure Warehouse for Delivery in 3 Steps
|
|
===========================================
|
|
|
|
Once *Multi-Step Routes* has been activated, you can go to
|
|
:menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which will use
|
|
delivery in 3 steps. You can then select the option *Pack goods, send
|
|
goods in output and then deliver (3 steps)* for *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*. If you want to rename it go to :menuselection:`Inventory -->
|
|
Configuration --> Locations`, *Select* the one you want to rename and update its name.
|
|
|
|
Create a Sales Order
|
|
====================
|
|
|
|
In the *Sales* application, you can create a quotation with some
|
|
storable products to deliver. Once you confirm the quotation, three
|
|
pickings will be created and automatically linked to your sale order.
|
|
|
|
.. image:: media/three_steps_03.png
|
|
:align: center
|
|
|
|
If you click the button, you should now see three different pickings:
|
|
|
|
1. The first one 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 one with a reference OUT to designate the shipping process.
|
|
|
|
.. image:: media/three_steps_04.png
|
|
:align: center
|
|
|
|
Process the Picking, Packing, and Delivery
|
|
==========================================
|
|
|
|
The picking operation is the first one to be processed and has a
|
|
*Ready* status while the other ones are *Waiting Another Operation*.
|
|
The Packing operation will become *Ready* as soon as the picking one
|
|
is marked as done.
|
|
|
|
You can enter the picking operation from here, or access it through the
|
|
inventory dashboard.
|
|
|
|
.. image:: media/three_steps_05.png
|
|
:align: center
|
|
|
|
In case you have the product in stock, it has automatically been
|
|
reserved and you can simply validate the picking document.
|
|
|
|
.. image:: media/three_steps_06.png
|
|
:align: center
|
|
|
|
Once the picking has been validated, the packing order is ready to be
|
|
processed. Thanks to the fact that the documents are chained, the
|
|
products which have been previously picked are automatically reserved on
|
|
the packing order which can be directly validated.
|
|
|
|
.. image:: media/three_steps_07.png
|
|
:align: center
|
|
|
|
.. image:: media/three_steps_08.png
|
|
:align: center
|
|
|
|
Once the packing has been validated, the delivery order is ready to be
|
|
processed. Here again, it is directly ready to be validated in order to
|
|
transfer the products to the customer location.
|
|
|
|
.. image:: media/three_steps_09.png
|
|
:align: center
|
|
|
|
.. image:: media/three_steps_10.png
|
|
:align: center |