[IMP] Inventory: New screenshots for reception in 3-steps (#634)

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Lau-Odoo
2020-06-11 13:46:32 +02:00
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Process a Receipt in three steps (Input + Quality + Stock)
==========================================================
In many companies, it is necessary to assess the received good. The goal
is to check that the products correspond to the quality requirements
agreed with the suppliers. Therefore, adding a *quality control step*
in the goods receipt process can become essential.
Quality is essential for most companies. To make sure we maintain quality throughout the supply
chain, it only makes sense that we assess the quality of the products received from suppliers.
To do so, we will add a quality control step.
Odoo uses routes to define exactly how you will handle the different
receipt steps. The configuration is done at the level of the warehouse.
By default, the reception is a one-step process, but changing the
configuration can allow having 3 steps.
Odoo uses routes to define how to handle the different receipt steps.
Configuration of those routes is done at the warehouse level. By default, the reception is a
one-step process, but it can also be configured to have two-steps or three-steps processes.
The 3-steps flow is as follows: You receive the goods in an input area,
then transfer them into a quality area for *quality control*. When the
quality check has been processed, you can move the goods from QC to
stock. Of course, you may change the quantity and only transfer to stock
the quantity that is valid and decide that you will return the quantity
that is not good.
The three-steps flow works as follows: you receive the goods in your receiving area, then transfer
them into a quality area for quality control (QC). When the quality check is completed, the goods
that match the QC requirements are moved to stock
Multi-Step Routes
=================
Activate Multi-Step Routes
==========================
First, you will need to activate the *multi-step routes* option.
Indeed, routes provide a mechanism to chain different actions together.
Here, we will chain the picking to the shipping.
The first step is to allow the use of *Multi-Step Routes*. Routes provide a mechanism to chain different
actions together. In this case, we will chain the picking step to the shipping step.
To activate *multi-step routes*, open the *inventory app*, and go to
:menuselection:`Configuration --> Settings` and activate the option. By default,
activating *multi-step routes* will also activate *Storage
Locations*.
To enable *Multi-Step Routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and
activate the option.
.. image:: media/three_steps_01.png
:align: center
:alt: View of the features to enable in order to use multi-step routes for goods reception
Warehouse configuration
=======================
.. note::
By default, activating *Multi-Step Routes* also activates *Storage
Locations*.
Now that *Multi-Step Routes* is activated, go to :menuselection:`Configuration -->
Warehouse` and open the one you will use to deliver in 3 steps. Then,
you can select the option *Pack good, send goods in output and then
deliver (3 steps)* as *Outgoing Shipments*.
Configure warehouse for receipt in 3-steps
==========================================
Once *Multi-Step Routes* has been activated, go to :menuselection:`Inventory --> Configuration -->
Warehouse` and enter the warehouse which should work with the 3-steps reception. Then, select
*Receive goods in input, then quality and then stock (3 steps)* for *Incoming Shipments*.
.. image:: media/three_steps_02.png
:align: center
:alt: View of the incoming shipment strategy to choose to receive goods in three steps
Activating this option will lead to the creation of two new locations,
*Output* and *Packing Zone*.
Activating this option leads to the creation of two new locations: *Input* and *Quality Control*.
To rename them, go to :menuselection:`Inventory --> Configuration --> Locations` and select
the one you want to rename.
Of course, you can rename them if you want. To do so, go to
:menuselection:`Configuration --> Locations` and select the one you want to rename.
Change its name and hit save.
Create a Purchase Order
=======================
Create a Sales Order
====================
To start the 3-steps reception process, create a *Request for Quotation* from the *Purchase* app,
add some storable products to it and confirm. Then, three pickings are created with your *Purchase
Order* as the source document:
In the *Sales* app, create a quotation with storable products to
deliver. Then, confirm it and three pickings will be created and linked
to your sale order.
1. The first one with a reference *IN* to designate the receipt
process;
2. The second one with a reference *INT*, which is the move to the
quality control zone;
3. The last one with a reference *INT* to designate the move to stock.
.. image:: media/three_steps_03.png
:align: center
:alt: View of the three moves created by the purchase of products in three steps strategy
Now, click on the button. You should see three different pickings:
Process the receipt, quality control and entry in stock
=======================================================
- The first one, with a reference PICK, designates the picking process;
As the receipt operation is the first one to be processed, it has a *Ready* status while the others
are *Waiting Another Operation*.
- The second one, with a reference PACK, is for the packing process;
- The third one, with a reference OUT, designates the shipping process.
To access the receipt operation, click on the button from the *Purchase Order* or go back to the
*Inventory* app dashboard and click on *Receipts*.
.. image:: media/three_steps_04.png
:align: center
:alt: View of the button to click to see the receipts that need to be processed
Process the picking, packing, and delivery
==========================================
The first operation to be processed is the picking and has a *Ready*
status, while the others are *Waiting Another Operation*. The packing
will become *Ready* as soon as the picking is marked as *Done*.
You can enter the picking operation from here, or access it through the
inventory app.
In the receipt order, products are always considered available because they come from the supplier.
Then, the receipt can be validated.
.. image:: media/three_steps_05.png
:align: center
:alt: View of the move (internal transfer) from the reception area to the warehouse input area
Note that, if you have the product in stock, it will be automatically
reserved and you can validate the picking document.
Once the receipt has been validated, the transfer to quality becomes *Ready*. And, because the documents
are chained to each other, products previously received are automatically reserved on the
transfer. Then, the transfer can be directly validated.
.. image:: media/three_steps_06.png
:align: center
Now that the picking has been validated, the packing order is ready to
be processed. Since the documents are chained, the products that have
been picked are automatically reserved on the packing order so you can
directly validate it.
:alt: View of the button to click to see the internal transfers that need to be processed
.. image:: media/three_steps_07.png
:align: center
:alt: View of the move (internal transfer) from the input area to the quality control area
Now, the transfer that enters the products to stock is *Ready*. Here, it is again ready to be
validated in order to transfer the products to your stock location.
.. image:: media/three_steps_08.png
:align: center
Then, you can validate your packing. In doing so, the delivery order can
be processed. Once again, it will be ready to be validated so you can
transfer the products to the customer location.
:alt: View of the button to click to see the internal transfers that need to be processed
.. image:: media/three_steps_09.png
:align: center
.. image:: media/three_steps_10.png
:align: center
:alt: View of the move (internal transfer) from the quality control area to the stock