One-step receipt and delivery

By default, incoming shipments are configured to be received directly into stock, and outgoing shipments are configured to be delivered directly from stock to the customer; the default setting for warehouses in Odoo is one step receipts and deliveries.

備註

Incoming and outgoing shipments do not need to be configured with the same steps. For example, products can be received in one step, but shipped in three steps.

In the following example, one step will be used for both receipts and deliveries.

Configure the warehouse

If another receiving or shipping configuration is set on the warehouse, they can easily be set back to the one step setting.

Begin by navigating to Inventory ‣ Configuration ‣ Warehouses, and click on the desired warehouse to edit. Next, on the Warehouse Configuration tab, under the Shipments section, select Receive goods directly (1 step) for Incoming Shipments and/or Deliver goods directly (1 step) for Outgoing Shipments.

Set incoming and outgoing shipment options to receive and deliver in one step.

直接接收產品(1步收貨)

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.

A Receipt smart button will appear in the top-right corner of the PO form — click it to reveal the associated receipt for the purchase order.

Receipt smart button appears on the confirmed purchase order.

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.

Receipt kanban card's 1 to Process smart button.

处理收据

查看收据(与上述订购单相关)时,点击:guilabel:验证 完成收据。

通过验证智能按钮验证订购单。

備註

如果激活了 存储位置』,点击 :guilabel:`️🗑️(垃圾桶)`删除图标旁边的 :guilabel:`≣(符号列),启用:guilabel:`详细操作`屏幕。这允许指定接收产品的位置。

在弹出的详细操作中为接收的产品选择存储位置。

一旦收据通过验证,产品就会离开 供应商位置 并进入 仓库/库存地点。一旦到达这里,产品就可以用于生产、销售等。然后,文件状态将变为 完成,从而一步完成接收过程。

直接出貨(1步)

创建销售订单

首先,导航到:menuselection:销售 应用程序主仪表板,点击 新建 创建一个新报价。然后从下拉菜单中选择(或创建)一个 客户,在订单行中添加一个可存储的 产品,然后点击 确认 将报价单最终确定为销售订单。

A Receipt smart button will appear in the top-right corner of the PO form — click it to reveal the associated receipt for the purchase order.

SO(销售订单)`表单的右上角会出现一个 :guilabel:`送货 智能按钮 — 点击它可显示销售订单的相关交货单。

确认销售订单后,会出现智能交货按钮。

小訣竅

交货单也可在 库存 应用程序中找到。在 概览`仪表板中,点击:guilabel:`送货订单 看板卡中的 # 待处理 智能按钮。

Delivery Orders kanban card's 1 to Process smart button.

处理交货

查看交货单(与上述销售订单相关联)时,点击 验证 即可完成交货。

验证交货单。

一旦分拣订单通过验证,产品就会离开 仓库/库存位置 并移动到 合作伙伴/客户位置。然后,文件状态将变为 完成,从而一步完成交货。