[IMP] inventory: make the structure consistent with the 'Odoo 9 Documentation' spreadsheet

inventory/management/delivery/dropshipping.rst

@@ -0,0 +1,107 @@
+==========================================================================
+How to send products to customers directly from suppliers (drop-shipping)?
+==========================================================================
+
+What is drop-shipping?
+----------------------
+
+Drop-Shipping is a system that allows orders taken from your store to be
+shipped straight from your supplier to your customer. On a usual
+delivery system, products are sent from your supplier to your warehouse
+to be put in stock, and then shipped to your customers after ordering.
+With drop-shipping, no item is stocked. When a customer places an order
+in your shop, the item is delivered straight from the supplier to the
+customer. Therefore, the product doesn't need to get through your
+warehouse.
+
+Points to be considered while implementing drop-shipping
+--------------------------------------------------------
+
+-  Use drop-shipping only for the products you can't or don't want to
+   keep in stock. One reason is that you'll always make smaller
+   margins on items that are drop-shipped, so you should keep it
+   only for items that take up a lot of space in your warehouse.
+
+-  Drop-shipping is best for niche products. Chances are that products
+   that are in high demand are being offered by large suppliers at a
+   fraction of the price you'll be able to charge, so using a more
+   costly shipping method won't be financially rewarding. But if
+   your product is unique, then it makes sense!
+
+-  To protect your customers from bad experiences, test drop-shipping
+   companies for yourself beforehand and list the best ones.
+
+-  Make sure time is not against you. Drop-shipping should take a
+   reasonable amount of time and surely not more than it would have
+   taken you to handle it all by yourself. It's also nice to be able
+   to provide your customers with a tracking number.
+
+-  Items have to be available from your supplier. It's good to know if
+   the product you're selling is available upstream. If you don't
+   have that information, inform your customers that you don't hold
+   the item in stock and that it's subject to availability from a
+   third party.
+
+.. tip::
+    For more information and insights on Drop-shipping, read our blog on 
+    `What is drop-shipping and how to use it <https://www.odoo.com/blog/business-hacks-1/post/what-is-drop-shipping-and-how-to-use-it-250>`__.
+
+Configuring drop-shipping
+-------------------------
+
+-   Open the menu :menuselection:`Inventory --> Configuration --> Settings`. 
+    Go to **Location & Warehouse**, locate the **Dropshipping**
+    option and tick the box **Allow suppliers to deliver directly to
+    your customers**. Then, click on **Apply**.
+
+.. image:: media/dropshipping06.png
+   :align: center
+
+-  Then go to the menu :menuselection:`Sales --> Configuration --> Settings`.
+   Locate **Order Routing** and tick the box **Choose specific
+   routes on sales order lines (advanced)**. Click on **Apply**.
+
+.. image:: media/dropshipping05.png
+   :align: center
+
+-  Now, open the menu :menuselection:`Sales --> Sales --> Products`. 
+   Add a supplier to the products you want to dropship.
+
+.. image:: media/dropshipping03.png
+   :align: center
+
+How to send products from the customers directly to the suppliers
+=================================================================
+
+-  Create a **Sales Order** and specify on a sales order line for your
+   products that the route is **Dropshipping**.
+
+.. image:: media/dropshipping01.png
+   :align: center
+
+-  Open the menu :menuselection:`Purchases --> Purchases --> Requests for Quotation`.
+   The draft purchase order is automatically created from the
+   procurement with the drop-shipping route. Once the order is
+   confirmed, you will see that one shipment has been created.
+
+.. image:: media/dropshipping04.png
+   :align: center
+
+-  To confirm the sending from the vendor to the customer, go back to
+   **Inventory** app. On the dashboard, click on **# TO RECEIVE** on
+   the dropship card.
+
+.. image:: media/dropshipping02.png
+   :align: center
+
+-  It will open the list of drop-shipping transfers. Validate the
+   transfer once it has been done. The items will be directly
+   delivered from the partner to the customer without transiting to
+   your warehouse.
+
+.. seealso::
+    * :doc:`inventory_flow`
+
+.. todo::
+    Add link to this section when available
+    * How to analyse the performance of my vendors?

inventory/management/delivery/inventory_flow.rst

@@ -0,0 +1,52 @@
+=================================================================
+How to choose the right inventory flow to handle delivery orders?
+=================================================================
+
+Depending on factors such as the type of items you sell, the size of
+your warehouse, the number of orders you register everyday... the way you
+handle deliveries to your customers can vary a lot.
+
+Odoo allows you to handle shipping from your warehouse in 3 different
+ways:
+
+-  **One step (shipping)**: Ship directly from stock
+
+-  **Two steps (pick + ship)**: Bring goods to output location before
+   shipping
+
+-  **Three steps (pick + pack + ship)**: Make packages into a dedicated
+   location, then bring them to the output location for shipping
+
+For companies having a rather small warehouse and that do not require
+high stock of items or don't sell perishable items, a one step shipping
+is the simplest solution, as it does not require a lot of configuration
+and allows to handle orders very quickly.
+
+Using inventory methods such as FIFO, LIFO and FEFO require to have at
+least two steps to handle a shipment. The picking method will be
+determined by the removal strategy, and the items removed will then be
+shipped to the customer. This method is also interesting if you hold
+larger stocks and especially when the items you stock are big in size.
+
+The three steps system becomes useful in more specific situations, the
+main one being for handling very large stocks. The items are transferred
+to a packing area, where they will be assembled by area of destination,
+and then set to outbound trucks for final delivery to the customers.
+
+Configuration
+=============
+
+One step flow
+-------------
+
+Please read documentation on :doc:`one_step`
+
+Two steps flow
+--------------
+
+Please read documentation on :doc:`two_steps`
+
+Three steps flow
+----------------
+
+Please read documentation on :doc:`three_steps`

inventory/management/delivery/one_step.rst

@@ -0,0 +1,67 @@
+======================================================
+How to process delivery orders in one step (shipping)?
+======================================================
+
+Overview
+========
+
+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.
+
+Configuration
+=============
+
+There is no configuration needed. The default outgoing shipments are
+configured to be directly delivered from the stock.
+
+However, if **advance routes** is activated and you set another shipping
+configuration on your warehouse, you can set it back to the one-step
+delivery configuration. Go to :menuselection:`Configuration --> Warehouses` 
+and edit the concerned warehouse.
+
+Set the outgoing shippings the option to **Ship directly from stock
+(Ship Only)**
+
+.. image:: media/one_step01.png
+   :align: center
+
+Create a Sales Order
+====================
+
+Create a sales order (From quotation to sales order) with some products
+to deliver.
+
+Notice that we now see ``1`` delivery associated with this sales order
+in the **stat button** above the sales order.
+
+.. image:: media/one_step03.png
+   :align: center
+
+If you click on the **1 Delivery** stat button, you should now see your
+picking.
+
+Process a Delivery
+==================
+
+Go to **Inventory** and click on the **# TO DO** link under the
+**Delivery Orders** kanban card.
+
+.. image:: media/one_step02.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Validate** to complete the move from **WH/Output** to the
+**customer**.
+
+This has completed the **Shipping Step** and the WH/OUT should now show
+**Done** in the status column at the top of the page, which means the
+product has been shipped to the customer.
+
+
+.. todo::
+    Ajouter un lien vers ces pages quand elles existeront
+    -  Process Overview: From sales orders to delivery orders
+
+    -  Process Overview: From purchase orders to receptions

inventory/management/delivery/scheduled_dates.rst

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+============================================
+How is the scheduled delivery date computed?
+============================================
+
+Scheduled dates are computed in order to be able to plan deliveries,
+receptions and so on. Depending on the habits of your company Odoo
+automatically generates scheduled dates via the scheduler. The Odoo
+scheduler computes everything per line, whether it's a manufacturing
+order, a delivery order, a sale order, etc. The dates that are computed
+are dependent on the different leads times configured in Odoo.
+
+Configuring lead times
+======================
+
+Configuring **lead times** is a first essentiel move in order to compute
+scheduled dates. Lead times are the delays (in term of delivery,
+manufacturing, ...) promised to your different partners and/or clients.
+
+Configuration of the different lead times are made as follows:
+
+At a product level
+------------------
+
+-  **Supplier lead time**:
+
+Is the time needed for the supplier to deliver your purchased product.
+To configure the supplier lead time select a product, and go in the
+**Inventory** tab. You will have to add a vendor to your product in order
+to select a supplier lead time.
+
+.. image:: media/scheduled_dates05.png
+   :align: center
+
+.. tip:: 
+    Do not forget that it is possible to add different vendors and thus
+    different delivery lead times depending on the vendor.
+
+Once a vendor is selected, just open its form and fill its **Delivery lead
+time**. In this case security days have no influence, the scheduled
+delivery days will be equal to: **Date** of the purchase order + **Delivery
+Lead Time**.
+
+.. image:: media/scheduled_dates02.png
+   :align: center
+
+-  **Customer lead time**:
+
+Customer lead time is the time needed to get your product from your
+store / warehouse to your customer. It can be configured for any
+product. Simply select a product, go into the sales tab and indicate
+your **Customer lead time**.
+
+.. image:: media/scheduled_dates01.png
+   :align: center
+
+-  **Manufacturing lead time**:
+
+At the same page it is possible to configure the **Manufacturing Lead
+Time** as well. Manufacturing lead time is the time needed to
+manufacture the product.
+
+.. tip::
+    Don't forget to tick the manufacturing box in inventory if you
+    want to create manufacturing routes.
+
+At the company level
+--------------------
+
+At company level, it is possible to configure **security days** in order
+to cope with eventual delays and to be sure to meet your engagements.
+The idea is to subtract **backup** days from the **computed scheduled date**
+in case of delays.
+
+-  **Sales Safety days**:
+
+Sales safety days are **back-up** days to ensure you will be able to
+deliver your clients engagements in times. They are margins of errors
+for delivery lead times. Security days are the same logic as the early
+wristwatch, in order to arrive on time. The idea is to subtract the
+numbers of security days from the calculation and thus to compute a
+scheduled date earlier than the one you promised to your client. In that
+way you are sure to be able to keep your commitment.
+
+To set ut your security dates, go to :menuselection:`Settings --> General settings` and
+click on **Configure your company data**.
+
+.. image:: media/scheduled_dates04.png
+   :align: center
+
+Once the menu is open, go in the configuration tab and indicate the
+number of safety days.
+
+-  **Purchase Safety days**:
+
+Purchase days follow to the same logic than sales security days.
+
+They are margins of error for vendor lead times. When the system
+generates purchase orders for procuring products, they will be scheduled
+that many days earlier to cope with unexpected vendor delays. Purchase
+lead time can be found in the same menu as the sales safety days
+
+.. image:: media/scheduled_dates03.png
+   :align: center
+
+.. tip::
+    Note that you can also configure a default 
+    Manufacturing lead time from here.
+
+At route level
+--------------
+
+The internal transfers that a product might do due to the movement of
+stocks can also influence the computed date.
+
+The delays due to internal transfers can be specified in the **inventory**
+app when creating a new push rule in a route.
+
+Go to the push rules section on a route form to set a delay.
+
+.. image:: media/scheduled_dates06.png
+   :align: center
+
+At sale order level:
+--------------------
+
+-  **Requested date**:
+
+Odoo offers the possibility to select a requested date by the client by
+indicating the date in the other information tab of the sales order.
+If this date is earlier than the theoreticaly computed date odoo will
+automatically display a warning.
+
+.. image:: media/scheduled_dates07.png
+   :align: center
+
+Example
+=======
+
+As an example, you may sell a car today (January 1st), that is purchased
+on order, and you promise to deliver your customer within 20 days
+(January 20). In such a scenario, the scheduler may trigger the
+following events, based on your configuration:
+
+-  January 19: actual scheduled delivery (1 day of Sales Safety days)
+
+-  January 18: receive the product from your supplier (1 day of Purchase
+   days)
+
+-  January 10: deadline to order at your supplier (9 days of supplier
+   delivery lead time)
+
+-  January 8: trigger a purchase request to your purchase team, since
+   the team need on average 2 days to find the right supplier and
+   order.

inventory/management/delivery/three_steps.rst

@@ -0,0 +1,163 @@
+===================================================================
+How to process delivery orders in three steps (pick + pack + ship)?
+===================================================================
+
+Overview
+========
+
+When an order goes to the shipping department for final delivery, Odoo
+is set up by default on a **one-step** operation: once all goods are
+available, they can be shipped in bulk in a single delivery order.
+However, that process may not reflect the reality and your company may
+require more steps before shipping.
+
+With the **three steps** process (**Pick + Pack + Ship**), the items are
+transferred to a packing area, where they will be assembled by area of
+destination, and then set to outbound trucks for final delivery to the
+customers.
+
+A few configuration steps are necessary in order to accomplish **Pick +
+Pack + Ship** in Odoo. These steps create some additional locations, which
+by default are called **Output** and **Packing Zone**. So, if your warehouse's
+code is ``WH``, this configuration will create a location called ``WH/Output``
+and another one called ``WH/Packing Zone``.
+
+Goods will move from **WH/Stock** to **WH/Packing Zone** in the first step.
+Then move from **WH/Packing Zone** to **WH/Output**. Then finally it will be
+delivered from **WH/Output** to its **final destination**.
+
+.. note::
+    Check out :doc:`inventory_flow` to determine if this inventory flow is 
+    the correct method for your needs.
+
+Configuration
+=============
+
+Install the Inventory module
+----------------------------
+
+From the **App** menu, search and install the **Inventory** module.
+
+.. image:: media/three_steps07.png
+   :align: center
+
+You will also need to install the **Sales** module to be able to issue sales
+orders.
+
+Allow managing routes
+---------------------
+
+Odoo configures movement of delivery orders via **routes**. Routes
+provide a mechanism to link different actions together. In this case, we
+will link the picking step to the shipping step.
+
+To allow management of routes, go to :menuselection:`Configuration --> Settings`
+
+Under :menuselection:`Location & Warehouse --> Routes`, activate the radio button
+**Advanced routing of products using rules**. Make sure that the option
+**Manage several locations per warehouse** is activated as well.
+
+.. image:: media/three_steps05.png
+   :align: center
+
+Configure the warehouse for Pick + Pack + Ship
+-----------------------------------------------
+
+Go to :menuselection:`Configuration --> Warehouses` and edit the warehouse that will be
+used.
+
+For outgoing shippings, set the option to **Make packages into a
+dedicated location, bring them to the output location for shipping (Pick
++ Pack + Ship).**
+
+.. image:: media/three_steps01.png
+   :align: center
+
+Create a Sale Order
+===================
+
+From the **Sale** module, create a sales order with some products to deliver.
+
+Notice that we now see ``3`` transfers associated with this sales order
+in the **stat button** above the sales order.
+
+.. image:: media/three_steps06.png
+   :align: center
+
+If you click the button, you should now see three different pickings:
+
+1.  The first 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 with a reference **OUT** to designate the shipping process.
+
+.. image:: media/three_steps04.png
+   :align: center
+
+Process a Delivery
+==================
+
+How to Process the Picking Step?
+--------------------------------
+
+Ensure that you have enough product in stock and Go to **Inventory** 
+and click on the **Waiting** link under the **Pick** kanban card.
+
+.. image:: media/three_steps08.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Reserve** to reserve the products if they are available.
+
+Click on **Validate** to complete the move from **WH/Stock** to **WH/Packing Zone**.
+
+This has completed the picking Step and the **WH/PICK** should now show
+**Done** in the status column at the top of the page. The product has
+been moved from **WH/Stock** to **WH/Packing Zone** location, which makes the
+product available for the next step (Packing).
+
+How to Process the Packing Step?
+--------------------------------
+
+Go to **Inventory** and click on the **# TRANSFERS** link under the
+**Pack** kanban card.
+
+.. image:: media/three_steps03.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Validate** to complete the move from **WH/Packing Zone** to
+**WH/Output**.
+
+This has completed the packing step and the **WH/PACK** should now show
+**Done** in the status column at the top of the page. The product has
+been moved from **WH/Packing Zone** to **WH/Output location**, which makes the
+product available for the next step (Shipping).
+
+How to Process the Shipping Step?
+---------------------------------
+
+Go to **Inventory** and click on the **# TO DO** link under the
+**Delivery Orders** kanban card.
+
+.. image:: media/three_steps02.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Validate** to complete the move from **WH/Output** to the
+**customer** (Click **Apply** to assign the quantities based on the
+quantities listed in the **To Do** column).
+
+This has completed the shipping step and the **WH/OUT** should now show
+**Done** in the status column at the top of the page. The product has
+been shipped to the customer.
+
+.. todo::
+    Link to these sections when available
+    -  Process Overview: From sales orders to delivery orders
+
+    -  Process Overview: From purchase orders to receptions

inventory/management/delivery/two_steps.rst

@@ -0,0 +1,133 @@
+==========================================================
+How to process delivery orders in two steps (pick + ship)?
+==========================================================
+
+Overview
+========
+
+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 items in a delivery
+order are **picked** in the warehouse and brought to an **output location** for
+**shipping**. The goods are then shipped.
+
+In order to accomplish a **Pick + Ship** delivery in Odoo, there are a few 
+necessary configuration steps. These steps create an additional
+location, which by default is called **Output**. So, if your warehouse's
+code is ``WH``, this configuration will create a location called
+``WH/Output``. Goods will move from ``WH/Stock`` to ``WH/Output`` in the first
+step (picking). Then, they move from ``WH/Output`` to ``WH/Customers`` (in the
+case of sales orders) in the second step (shipping).
+
+.. note::
+    Check out :doc:`inventory_flow` to determine if this inventory flow is the
+    correct method for your needs.
+
+Configuration
+=============
+
+Allow management of routes
+--------------------------
+
+Odoo configures movement of delivery orders via the **routes**. Routes
+provide a mechanism to chain different actions together. In this case,
+we will chain the picking step to the shipping step.
+
+To allow management of routes, go to :menuselection:`Configuration --> Settings`.
+
+Ensure that the radio button **Advanced routing of products using
+rules** is checked.
+
+.. image:: media/two_steps05.png
+   :align: center
+
+Click on **Apply** at the top of the page to save changes (if you needed to
+check the radio button above).
+
+.. note::
+    If you checked option **Advanced routing of products using rules**
+    you may need to activate **Manage several locations per warehouse** if it
+    wasn't activated beforehand.
+
+Configure warehouse for Pick + Ship
+------------------------------------
+
+To configure a **Pick + Ship** move, go to 
+:menuselection:`Configuration --> Warehouses` and edit
+the warehouse that will be used.
+
+For outgoing shippings, set the option to **Bring goods to output
+location before shipping (Pick + Ship)**
+
+.. image:: media/two_steps03.png
+   :align: center
+
+Create a Sales Order
+====================
+
+Install the **Sale** if it is not the case, and 
+create a sales order with some products to deliver.
+
+Notice that we now see ``2`` transfers associated with this sales order
+in the **Delivery** stat button above the sales order.
+
+.. image:: media/two_steps01.png
+   :align: center
+
+If you click on the **2 Transfers** stat button, you should now see two
+different pickings, one with a reference **PICK** to designate the
+picking process and another with a reference **OUT** to designate the
+shipping process.
+
+.. image:: media/two_steps04.png
+   :align: center
+
+Process a Delivery
+==================
+
+How to Process the Picking Step?
+--------------------------------
+
+Ensure that you have enough product in stock, and go to 
+**Inventory** and click on the **Waiting** link under the **Pick** kanban card.
+
+.. image:: media/two_steps06.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Reserve** to reserve the products if they are available.
+
+Click on **Validate** to complete the move from **WH/Stock** to **WH/Output**.
+
+This has completed the picking step and the **WH/PICK** move should now show
+**Done** in the status column at the top of the page. The product has
+been moved from **WH/Stock** to **WH/Output** location, which makes the product
+**available for the next step** (Shipping).
+
+How to Process the Shipping Step?
+---------------------------------
+
+Go to **Inventory** and click on the **# TO DO** link under the
+**Delivery Orders** kanban card.
+
+.. image:: media/two_steps02.png
+   :align: center
+
+Click on the picking that you want to process.
+
+Click on **Validate** to complete the move from **WH/Output** to the
+customer (Click **Apply** to assign the quantities based on the
+quantities listed in the **To Do** column)
+
+This has completed the shipping step and the **WH/OUT** move should now show
+**Done** in the status column at the top of the page. The product has
+been shipped to the customer.
+
+.. todo::
+    link to these sections when they will be available
+    -  Process Overview: From sales orders to delivery orders
+
+    -  Process Overview: From purchase orders to receptions