Two-step receipt and delivery¶

根据公司的业务流程，在接收或运送产品之前可能需要多个步骤。在两步收货流程中，产品先在输入区收货，然后转入库存。两步收货法在使用不同存储位置（如上锁或安全区域、冰柜和冰箱或不同货架）时效果最佳。

可以根据产品的存放地点对其进行分类，员工可以将运往特定地点的所有产品入库。产品在转入库存之前不能进行进一步处理。

在两步送货流程中，属于送货订单一部分的产品会根据其搬运策略从仓库中分拣出来，然后运到输出地点，然后再进行装运。

One situation where this would be useful is when using either a FIFO, LIFO, or FEFO removal strategy, where the products that are being picked need to be selected based on their receipt date or expiration date.

Odoo is configured by default to receive and deliver goods in one step, so the settings need to be changed in order to utilize two-step receipts and deliveries. Incoming and outgoing shipments do not need to be set to have the same steps. For example, products can be received in two steps, but shipped in one step. In the following example, two steps will be used for both receipts and deliveries.

配置多步骤路线¶

首先，确保在 库存 ‣ 配置 ‣ 设置 中的 仓库 标题下启用 多步骤路线 选项。启用设置后，:guilabel:`保存`更改。

接下来，需要为两步收货和交货配置仓库。进入 库存 ‣ 配置 ‣ 仓库，点击仓库更改仓库设置。

Then, select Receive goods in input and then stock (2 steps) for Incoming Shipments, and Send goods in output and then deliver (2 steps) for Outgoing Shipments.

Process a receipt in two steps (input + stock)¶

创建采购订单¶

On the main Purchase application dashboard, start by making a new quote by clicking New. Then, select (or create) a Vendor from the drop-down field, add a storable Product to the order lines, and click Confirm Order to finalize the quote as a new purchase order.

After confirming the PO, a Receipt smart button will appear in the top of the PO form — click it to reveal the associated receipt.

小訣竅

Purchase order receipts can also be found in the Inventory application. In the Overview dashboard, click the # to Process smart button in the Receipts kanban card.

处理收据¶

The receipt and internal transfer will be created once the purchase order is confirmed. The status of the receipt will be Ready, since the receipt must be processed first. The status of the internal transfer will be Waiting Another Operation, since the transfer cannot happen until the receipt is completed. The status of the internal transfer will only change to Ready once the receipt has been marked as Done.

Click on the Receipt associated with the purchase order, then click Validate to complete the receipt and move the product to the Input Location.

Process the internal transfer¶

Once the product is in the Input Location, the internal transfer is ready to move the product into stock. Navigate to the Inventory app, and on the Inventory Overview dashboard, click the # To Process smart button in the Internal Transfers kanban card.

Click on the Transfer associated with the purchase order, then click Validate to complete the receipt and move the product to stock. Once the transfer is validated, the product enters the stock and is available for customer deliveries or manufacturing orders.

Process a delivery order in two steps (pick + ship)¶

创建销售订单¶

In the Sales application, create a new quote by clicking New. Select (or create) a Customer, add a storable Product to the order lines, and then click Confirm.

After confirming the SO, a Delivery smart button will appear in the top, above the SO form. Click the Delivery smart button to reveal the associated receipt.

小訣竅

Sales order receipts can also be found in the Inventory application. In the Overview dashboard, click the # To Process smart button in the Pick kanban card.

Process the picking¶

The picking and delivery order will be created once the sales order is confirmed. When the Delivery smart button appears, click it to reveal the Transfers dashboard, which lists both the picking and the delivery orders.

The status of the picking will be Ready, since the product must be picked from stock before it can be shipped. The status of the delivery order will be Waiting Another Operation, since the delivery cannot happen until the picking is completed. The status of the delivery order will only change to Ready once the picking has been marked as Done.

Click on the picking delivery order to begin processing it. If the product is in stock, Odoo will automatically reserve the product. Click Validate to mark the picking as Done, then the delivery order will be ready for processing. Since the documents are linked, the products which have been previously picked are automatically reserved on the delivery order.

处理交货¶

The delivery order will be ready to be processed once the picking is completed, and can be found in the Inventory application, on the Inventory Overview dashboard. Click the # To Process smart button in the Delivery Orders kanban card to begin.

Click on the delivery order associated with the SO, then click on Validate to complete the move.

Once the delivery order is validated, the product leaves the WH/Output location on the Transfers dashboard and moves to the Partners/Customers location. Then, the status of the document will change to Done.