92 lines
3.2 KiB
ReStructuredText
92 lines
3.2 KiB
ReStructuredText
==================================================
|
|
Process Delivery Orders in two Steps (Pick + 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, your company's business process may have one or more steps that
|
|
happen before shipping. In the two steps process, the products which are
|
|
part of the delivery order are picked in the warehouse and brought to an
|
|
output location before being effectively shipped.
|
|
|
|
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/two_steps_01.png
|
|
:align: center
|
|
|
|
Warehouse configuration
|
|
=======================
|
|
|
|
Once *Multi-Step Routes* has been activated, you can go to :menuselection:`Inventory -->
|
|
Configuration --> Warehouse` and enter the warehouse which will use
|
|
delivery in 2 steps. You can then select the option *Send goods in
|
|
output and then deliver (2 steps)* for Outgoing Shipments.
|
|
|
|
.. image:: media/two_steps_02.png
|
|
:align: center
|
|
|
|
Activating this option will lead to the creation of a new *Output*
|
|
location. If you want to rename it go to :menuselection:`Inventory --> Configuration -->
|
|
Locations`, Select Output and update its name.
|
|
|
|
.. image:: media/two_steps_03.png
|
|
:align: center
|
|
|
|
Create a Sales Order
|
|
====================
|
|
|
|
In the *Sales* application, you can create a quotation with some
|
|
storable products to deliver. Once you confirm the quotation, two
|
|
pickings will be created and automatically linked to your sale order.
|
|
|
|
.. image:: media/two_steps_04.png
|
|
:align: center
|
|
|
|
If you click on the *2 Delivery* button, you should now see two
|
|
different pickings, one with a reference *PICK* to designate the
|
|
picking process and another one with a reference *OUT* to designate
|
|
the shipping process.
|
|
|
|
.. image:: media/two_steps_05.png
|
|
:align: center
|
|
|
|
Process the Picking and the Delivery
|
|
====================================
|
|
|
|
The picking operation is the first one to be processed and has a
|
|
*Ready* status while the delivery operation will only become *Ready*
|
|
once the picking operation has been marked as done.
|
|
|
|
You can enter the picking operation from here, or access it through the
|
|
inventory dashboard.
|
|
|
|
.. image:: media/two_steps_06.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/two_steps_07.png
|
|
:align: center
|
|
|
|
Once the picking has been validated, the delivery 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 delivery order.
|
|
|
|
.. image:: media/two_steps_08.png
|
|
:align: center
|
|
|
|
.. image:: media/two_steps_09.png
|
|
:align: center |