Two-step receipt and delivery¶

Depending on a company’s needs, receiving and shipping products in and out of the warehouse might require multi-step operations. In Odoo Inventory, this can be done using Multi-Step Routes.

In the two-step receipt process, products are received in an input area, then transferred to stock. This kind of process for incoming shipments might be beneficial for warehouses with specific storage locations, such as freezers and refrigerators, secured locked areas, or special aisles and shelves.

Products can be sorted according to where they are going to be stored, and employees can stock all the products going to a specific location. The products are not available for further processing, until they are transferred into stock.

In the two-step delivery process, products are first picked from their respective location in the warehouse, then transferred to an output location before being shipped to the customer.

This might be beneficial for companies using a First In, First Out (FIFO), Last In, First Out (LIFO), or First Expired, First Out (FEFO) removal strategy.

配置¶

In Odoo Inventory, both incoming and outgoing shipments are configured to process in one step, by default. To change these settings, the Multi-Step Routes feature must be enabled.

To enable Multi-Step Routes, navigate to Inventory app ‣ Configuration ‣ Settings. Under the Warehouse section, tick the checkbox next to Multi-Step Routes, and click Save. Doing so also activates the Storage Locations feature.

Next, configure a warehouse for two-step receipts and deliveries. Navigate to Inventory app ‣ Configuration ‣ Warehouses, and select a warehouse to edit.

Under the Warehouse Configuration tab, set Incoming Shipments to Receive goods in input and then stock (2 steps), and set Outgoing Shipments to Send goods in output and then deliver (2 steps).

Process receipt in two steps (input + stock)¶

When products are received in two steps, they first move from the vendor location to an input location. Then, they move from the input location to warehouse stock in the database, upon validation of a purchase order (PO), and a subsequent internal transfer.

Create purchase order¶

To create a PO, navigate to the Purchase app, and click New. This opens a blank Request for Quotation (RfQ) form.

Add a vendor in the Vendor field. Then, fill out the various fields on the RfQ, as necessary.

Under the Products tab, click Add a product, and select a product to add to the RfQ.

Once ready, click Confirm Order. This moves the RfQ to the Purchase Order stage.

Once the PO is confirmed, a Receipt smart button appears at the top of the form. Clicking the smart button opens the warehouse receipt (WH/IN) form.

Process receipt¶

From the warehouse receipt form, the products ordered can be received into the warehouse. To receive the products, click Validate. Once validated, the receipt moves to the Done stage, and the products move to the WH/Input location.

Click back to the PO (via the breadcrumbs, at the top of the form) to view the PO form. On the product line, the quantity in the Received column now matches the ordered Quantity.

Process internal transfer¶

Once the receipt is validated, an internal transfer is created and ready to process.

To view the internal transfer, navigate to the Inventory app, and locate the Internal Transfers task card.

Click the # To Process button on the task card to reveal a list of all internal transfers to process, and select the transfer associated with the previously validated receipt.

Once ready, click Validate to complete the transfer, and move the product from WH/Input to WH/Stock.

Once the transfer is validated, the products enter inventory, and are available for customer deliveries or manufacturing orders.

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

When products are delivered in two steps, they move from warehouse stock to an output location. Then, they move from the output location to a customer location in the database, upon validation of a picking order, and a subsequent delivery order (DO).

Create sales order¶

To create a SO, navigate to the Sales app, and click New. This opens a blank sales quotation form.

Add a customer in the Customer field. Then, fill out the various fields on the sales quotation form, as necessary.

Under the Order Lines tab, click Add a product, and select a product to add to the sales order quotation.

Once ready, click Confirm. This moves the quotation to the Sales Order stage.

Once the SO is confirmed, a Delivery smart button appears at the top of the form. Clicking the smart button opens the warehouse delivery (WH/OUT) form.

Process picking¶

Once the sales order is confirmed, a picking order is generated and ready to process.

To complete the picking, navigate to the Inventory app, and locate the Pick task card on the Inventory Overview dashboard. Alternatively, the picking order can also be accessed via the Delivery smart button at the top of the sales order form.

From the Inventory Overview page, click the # To Process button on the Pick task card. This reveals a list of all pickings to process.

Click on the picking (WH/PICK) operation associated with the sales order to reveal the picking order.

Manually set the quantity by changing the value in the Quantity column, to match the value in the Demand column.

Once ready, click Validate to complete the picking, and move the product from WH/Stock to WH/Output.

Process delivery¶

Once the picking is validated, a delivery order is created, and ready to process. Clicking the Delivery smart button on the sales order form reveals the newly created delivery order.

如要查看交货单，请通过面包屑导航回到 库存概览 页面，找到 送货订单 任务卡。

点击任务卡上的 # 待处理 按钮，显示要处理的所有交货单列表，并选择与之前验证的拣货相关的订单。

要交付产品，请更改 数量 字段中的值，使其与 需求 字段中的订购数量一致。

Once ready, click Validate. Once validated, the delivery order moves to the Done stage.