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[IMP] inventory: update 3 step delivery doc
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closes #8837

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
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brse-odoo committed Apr 23, 2024
1 parent ee18c47 commit 7e40946
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Expand Up @@ -23,7 +23,7 @@ three step deliveries. First, make sure the *Multi-Step Routes* option is enable
:menuselection:`Inventory --> Configuration --> Settings --> Warehouse`. Note that activating
:guilabel:`Multi-Step Routes` will also activate *Storage Locations*.

.. image:: delivery_three_steps/multi-step-routes.png
.. image:: delivery_three_steps/delivery-three-steps-multi-step-routes.png
:align: center
:alt: Activate multi-step routes and storage locations in inventory settings.

Expand All @@ -32,7 +32,7 @@ Next, the warehouse needs to be configured for three step deliveries. To do this
:guilabel:`warehouse` to edit. Then, select :guilabel:`Pack goods, send goods in output and then
deliver (3 steps)` for :guilabel:`Outgoing Shipments`.

.. image:: delivery_three_steps/three-step-warehouse-config.png
.. image:: delivery_three_steps/delivery-three-steps-outgoing-shipments.png
:align: center
:alt: Set outgoing shipment option to deliver in three steps.

Expand All @@ -52,64 +52,46 @@ quotation form. On the blank quotation form, select a :guilabel:`Customer`, add
:guilabel:`Product`, and click :guilabel:`Confirm`.

A :guilabel:`Delivery` smart button appears in the top right of the quotation form. Clicking it
shows the picking order, packing order, and the delivery order associated with the sales order.
opens the picking order to move the ordered product from `WH/Stock` to `WH/Packing Zone`.

.. image:: delivery_three_steps/three-step-delivery-so.png
.. image:: delivery_three_steps/delivery-three-steps-smart-button.png
:align: center
:alt: After confirming the sales order, the Delivery smart button appears showing three items
associated with it.

Process a picking
-----------------

The picking, packing, and delivery orders will be created once the sales order is confirmed. To
view these transfers, go to :menuselection:`Inventory --> Operations --> Transfers`.
The picking order will be created once the sales order is confirmed. To view the picking, navigate
to the :menuselection:`Inventory app`, and locate the :guilabel:`Pick` task card on the
:guilabel:`Inventory Overview` dashboard.

.. image:: delivery_three_steps/three-step-delivery-transfers.png
:align: center
:alt: Ready status for the pick operation while the packing and delivery operations are waiting
another operation.

The status of the picking will be :guilabel:`Ready`, since the product must be picked from stock
before it can be packed. The status of the packing order and delivery order will both be
:guilabel:`Waiting Another Operation`, since the packing and delivery cannot happen until the
picking is completed. The status of the delivery order will only change to :guilabel:`Ready` when
the packing has been marked :guilabel:`Done`.

The receipt can also be found in the *Inventory* application. In the :guilabel:`Overview` dashboard,
click the :guilabel:`1 To Process` smart button in the :guilabel:`Pick` kanban card.

.. image:: delivery_three_steps/three-step-kanban-pick.png
:align: center
:alt: The pick order can be seen in the Inventory Kanban view.
Click the :guilabel:`# To Process` button, which reveals the picking order generated from the
previously confirmed sales order.

Click on the picking to process. If the product is in stock, Odoo will automatically reserve the
product. Click :guilabel:`Validate` to mark the picking as done, and complete the transfer to the
:guilabel:`Packing Zone`. Then the packing order will be ready. Since the documents are linked, the
products which have been previously picked are automatically reserved on the packing order.
:guilabel:`Packing Zone`.

.. image:: delivery_three_steps/validate-three-step-pick.png
.. image:: delivery_three_steps/delivery-three-steps-picking-order.png
:align: center
:alt: Validate the picking by clicking Validate.
:alt: Picking order operation showing source location and destination location.

Process a packing
-----------------

The packing order will be ready to be processed once the picking is completed, and can be found in
the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
Process` smart button in the :guilabel:`Pack` kanban card.
After validating the picking, the packing order is ready to process. Click back to the
:guilabel:`Inventory Overview`, and locate the :guilabel:`Pack` task card on the dashboard.

.. image:: delivery_three_steps/three-step-kanban-pack.png
:align: center
:alt: The packing order can be seen in the Inventory kanban view.
Click the :guilabel:`# To Process` button (in this case, :guilabel:`1 To Process`). This reveals the
packing order generated from the previously confirmed sales order.

Click on the packing order associated with the sales order, then click on :guilabel:`Validate` to
complete the packing.

.. image:: delivery_three_steps/validate-three-step-pack.png
.. image:: delivery_three_steps/delivery-three-steps-packing-order.png
:align: center
:alt: Click Validate on the packing order to transfer the product from the packing zone to the
output location.
:alt: Packing order operation showing source location and destination location.

Once the packing order is validated, the product leaves the :guilabel:`WH/Packing Zone` location and
moves to the :guilabel:`WH/Output` location. Then, the status of the document will change to
Expand All @@ -118,18 +100,21 @@ moves to the :guilabel:`WH/Output` location. Then, the status of the document wi
Process a delivery
------------------

The delivery order will be ready to be processed once the packing is completed, and can be found in
the :menuselection:`Inventory` application :guilabel:`Overview` dashboard. Click the :guilabel:`1 To
Process` smart button in the :guilabel:`Delivery Orders` kanban card.
Once the packing order has been validated, the delivery order is ready to process. Navigate back to
the original sales order to process the delivery by going to :menuselection:`Sales app`, and
selecting the sales order created previously.

.. image:: delivery_three_steps/three-step-kanban-delivery.png
:align: center
:alt: The delivery order can be seen in the Delivery Orders Kanban view.
.. tip::
Delivery orders can *also* be accessed by going to :menuselection:`Inventory app --> Operations
--> Deliveries`.

The :guilabel:`Delivery` smart button now indicates there are 3 transfers, instead of one. Clicking
the :guilabel:`Delivery` smart button shows the three operations for this sales order: the picking,
the packing, and the delivery.

Click on the delivery order associated with the sales order, then click on :guilabel:`Validate` to
complete the move.
Click the delivery (WH/OUT) transfer to open the delivery order. Then, click :guilabel:`Validate`.

.. image:: delivery_three_steps/three-step-delivery-out.png
.. image:: delivery_three_steps/delivery-three-steps-delivery-order.png
:align: center
:alt: Click Validate on the delivery order to transfer the product from the output location to
the customer location.
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