Yannick Tivisse
84f2d4e400
https://docs.google.com/document/d/1qvEm6TEWQQSfZV8AjE4yJUB11qf28OBVtVYRrws5-_g/edit
134 lines
4.5 KiB
ReStructuredText
134 lines
4.5 KiB
ReStructuredText
==========================================================
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How to process delivery orders in two steps (pick + ship)?
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==========================================================
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Overview
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========
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When an order goes to the shipping department for final delivery, Odoo
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is set up by default to utilize a **one-step** operation: once all goods are
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available, they are able to be shipped in a single delivery order.
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However, your company’s business process may have one or more steps that
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happen before shipping. In the **two steps** process, the items in a delivery
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order are **picked** in the warehouse and brought to an **output location** for
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**shipping**. The goods are then shipped.
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In order to accomplish a **Pick + Ship** delivery in Odoo, there are a few
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necessary configuration steps. These steps create an additional
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location, which by default is called **Output**. So, if your warehouse’s
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code is ``WH``, this configuration will create a location called
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``WH/Output``. Goods will move from ``WH/Stock`` to ``WH/Output`` in the first
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step (picking). Then, they move from ``WH/Output`` to ``WH/Customers`` (in the
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case of sales orders) in the second step (shipping).
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.. note::
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Check out :doc:`inventory_flow` to determine if this inventory flow is the
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correct method for your needs.
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Configuration
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=============
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Allow management of routes
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--------------------------
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Odoo configures movement of delivery orders via the **routes**. Routes
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provide a mechanism to chain different actions together. In this case,
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we will chain the picking step to the shipping step.
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To allow management of routes, go to :menuselection:`Configuration --> Settings`.
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Ensure that the radio button **Advanced routing of products using
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rules** is checked.
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.. image:: media/two_steps05.png
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:align: center
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Click on **Apply** at the top of the page to save changes (if you needed to
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check the radio button above).
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.. note::
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If you checked option **Advanced routing of products using rules**
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you may need to activate **Manage several locations per warehouse** if it
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wasn’t activated beforehand.
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Configure warehouse for Pick + Ship
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------------------------------------
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To configure a **Pick + Ship** move, go to
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:menuselection:`Configuration --> Warehouses` and edit
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the warehouse that will be used.
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For outgoing shippings, set the option to **Bring goods to output
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location before shipping (Pick + Ship)**
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.. image:: media/two_steps03.png
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:align: center
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Create a Sales Order
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====================
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Install the **Sale** if it is not the case, and
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create a sales order with some products to deliver.
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Notice that we now see ``2`` transfers associated with this sales order
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in the **Delivery** stat button above the sales order.
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.. image:: media/two_steps01.png
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:align: center
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If you click on the **2 Transfers** stat button, you should now see two
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different pickings, one with a reference **PICK** to designate the
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picking process and another with a reference **OUT** to designate the
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shipping process.
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.. image:: media/two_steps04.png
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:align: center
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Process a Delivery
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==================
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How to Process the Picking Step?
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--------------------------------
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Ensure that you have enough product in stock, and go to
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**Inventory** and click on the **Waiting** link under the **Pick** kanban card.
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.. image:: media/two_steps06.png
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:align: center
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Click on the picking that you want to process.
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Click on **Reserve** to reserve the products if they are available.
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Click on **Validate** to complete the move from **WH/Stock** to **WH/Output**.
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This has completed the picking step and the **WH/PICK** move should now show
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**Done** in the status column at the top of the page. The product has
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been moved from **WH/Stock** to **WH/Output** location, which makes the product
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**available for the next step** (Shipping).
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How to Process the Shipping Step?
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---------------------------------
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Go to **Inventory** and click on the **# TO DO** link under the
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**Delivery Orders** kanban card.
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.. image:: media/two_steps02.png
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:align: center
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Click on the picking that you want to process.
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Click on **Validate** to complete the move from **WH/Output** to the
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customer (Click **Apply** to assign the quantities based on the
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quantities listed in the **To Do** column)
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This has completed the shipping step and the **WH/OUT** move should now show
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**Done** in the status column at the top of the page. The product has
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been shipped to the customer.
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.. todo::
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link to these sections when they will be available
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- Process Overview: From sales orders to delivery orders
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- Process Overview: From purchase orders to receptions
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