109 lines
4.7 KiB
ReStructuredText
109 lines
4.7 KiB
ReStructuredText
==========================================================
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Process a Receipt in three steps (Input + Quality + Stock)
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==========================================================
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Quality is essential for most companies. To make sure we maintain quality throughout the supply
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chain, it only makes sense that we assess the quality of the products received from suppliers.
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To do so, we will add a quality control step.
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Odoo uses routes to define how to handle the different receipt steps.
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Configuration of those routes is done at the warehouse level. By default, the reception is a
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one-step process, but it can also be configured to have two-steps or three-steps processes.
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The three-steps flow works as follows: you receive the goods in your receiving area, then transfer
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them into a quality area for quality control (QC). When the quality check is completed, the goods
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that match the QC requirements are moved to stock
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Activate Multi-Step Routes
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==========================
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The first step is to allow the use of *Multi-Step Routes*. Routes provide a mechanism to chain different
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actions together. In this case, we will chain the picking step to the shipping step.
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To enable *Multi-Step Routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
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activate the option.
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.. image:: media/three_steps_01.png
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:align: center
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:alt: View of the features to enable in order to use multi-step routes for goods reception
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.. note::
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By default, activating *Multi-Step Routes* also activates *Storage
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Locations*.
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Configure warehouse for receipt in 3-steps
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==========================================
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Once *Multi-Step Routes* has been activated, go to :menuselection:`Inventory --> Configuration -->
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Warehouse` and enter the warehouse which should work with the 3-steps reception. Then, select
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*Receive goods in input, then quality and then stock (3 steps)* for *Incoming Shipments*.
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.. image:: media/three_steps_02.png
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:align: center
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:alt: View of the incoming shipment strategy to choose to receive goods in three steps
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Activating this option leads to the creation of two new locations: *Input* and *Quality Control*.
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To rename them, go to :menuselection:`Inventory --> Configuration --> Locations` and select
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the one you want to rename.
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Create a Purchase Order
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=======================
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To start the 3-steps reception process, create a *Request for Quotation* from the *Purchase* app,
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add some storable products to it and confirm. Then, three pickings are created with your *Purchase
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Order* as the source document:
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1. The first one with a reference *IN* to designate the receipt
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process;
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2. The second one with a reference *INT*, which is the move to the
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quality control zone;
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3. The last one with a reference *INT* to designate the move to stock.
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.. image:: media/three_steps_03.png
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:align: center
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:alt: View of the three moves created by the purchase of products in three steps strategy
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Process the receipt, quality control and entry in stock
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=======================================================
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As the receipt operation is the first one to be processed, it has a *Ready* status while the others
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are *Waiting Another Operation*.
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To access the receipt operation, click on the button from the *Purchase Order* or go back to the
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*Inventory* app dashboard and click on *Receipts*.
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.. image:: media/three_steps_04.png
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:align: center
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:alt: View of the button to click to see the receipts that need to be processed
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In the receipt order, products are always considered available because they come from the supplier.
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Then, the receipt can be validated.
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.. image:: media/three_steps_05.png
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:align: center
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:alt: View of the move (internal transfer) from the reception area to the warehouse input area
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Once the receipt has been validated, the transfer to quality becomes *Ready*. And, because the documents
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are chained to each other, products previously received are automatically reserved on the
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transfer. Then, the transfer can be directly validated.
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.. image:: media/three_steps_06.png
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:align: center
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:alt: View of the button to click to see the internal transfers that need to be processed
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.. image:: media/three_steps_07.png
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:align: center
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:alt: View of the move (internal transfer) from the input area to the quality control area
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Now, the transfer that enters the products to stock is *Ready*. Here, it is again ready to be
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validated in order to transfer the products to your stock location.
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.. image:: media/three_steps_08.png
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:align: center
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:alt: View of the button to click to see the internal transfers that need to be processed
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.. image:: media/three_steps_09.png
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:align: center
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:alt: View of the move (internal transfer) from the quality control area to the stock |