126 lines
4.6 KiB
ReStructuredText
126 lines
4.6 KiB
ReStructuredText
.. _Sending and receiving deliveries:
|
|
|
|
Sending and receiving deliveries
|
|
================================
|
|
|
|
In Tryton you use `Shipments <concept-stock.shipment>` to send stock to your
|
|
customers and receive stock from your suppliers.
|
|
There are different kinds of shipments available depending on whether you're
|
|
dealing with customers or suppliers and whether you are sending or receiving
|
|
stock.
|
|
|
|
Although each type of shipment helps you manage the delivery of some stock,
|
|
and encompasses the same set of ideas, each is tailored for a particular
|
|
type of delivery.
|
|
|
|
From Suppliers
|
|
--------------
|
|
|
|
You use a `Supplier Shipment <model-stock.shipment.in>` when receiving stock
|
|
from a supplier.
|
|
|
|
* The supplier shipment is first received in to the
|
|
`Warehouse's <concept-stock.location.warehouse>`
|
|
input `Location <model-stock.location>`.
|
|
* You can then use the
|
|
`Restocking List <report-stock.shipment.in.restocking_list>`
|
|
to help you put the stock away in the right locations in the warehouse.
|
|
|
|
To Suppliers
|
|
------------
|
|
|
|
If you need to send stock back to a supplier you use a
|
|
`Supplier Return Shipment <model-stock.shipment.in.return>`.
|
|
|
|
To Customers
|
|
------------
|
|
|
|
You use a `Customer Shipment <model-stock.shipment.out>` when sending stock
|
|
out to a customer.
|
|
|
|
* When the customer shipment is waiting to be worked on, normally the first
|
|
thing you need to do is `Assign it <Assigning shipments>`.
|
|
* You then pick the stock from the
|
|
`Warehouse <concept-stock.location.warehouse>`.
|
|
A `Picking List <report-stock.shipment.out.picking_list>` helps with this as
|
|
it details how much stock you need, and where it can be found.
|
|
* Once you've picked and packed the delivery you can dispatch it to the
|
|
customer from the warehouse's output `Location <model-stock.location>`.
|
|
It is common practice to send a
|
|
`Delivery Note <report-stock.shipment.out.delivery_note>` along with your
|
|
customer's shipment.
|
|
|
|
From Customers
|
|
--------------
|
|
|
|
Stock that is returned by customers is handled by using a
|
|
`Customer Return Shipment <model-stock.shipment.out.return>`.
|
|
It works in a similar way to supplier shipments.
|
|
|
|
* You receive the stock in the warehouse's input location.
|
|
* Then you use the `Customer Return Restocking List
|
|
<report-stock.shipment.out.return.restocking_list>` to help you put it away
|
|
in the warehouse.
|
|
|
|
.. _Moving stock within your company:
|
|
|
|
Moving stock within your company
|
|
================================
|
|
|
|
If you want to move stock between `Locations <model-stock.location>` within a
|
|
`Warehouse <concept-stock.location.warehouse>`, or between warehouses that
|
|
belong to the same `Company <company:model-company.company>` you use an
|
|
`Internal Shipment <model-stock.shipment.internal>`.
|
|
|
|
The internal shipment helps you manage the processes of moving stock from one
|
|
place to another.
|
|
|
|
* Once the internal shipment is waiting to be worked on, you need to go ahead
|
|
and `Assign it <Assigning shipments>`.
|
|
* You can use the
|
|
`Internal Shipment Report <report-stock.shipment.internal.report>`
|
|
to help you find and pick, or move, the stock.
|
|
* If the stock is intended for another warehouse you then send the shipment
|
|
to it.
|
|
* Finally once you've put the stock away in the correct locations the internal
|
|
shipment is done.
|
|
|
|
.. tip::
|
|
|
|
You can use the `Stock Location Lead Time <model-stock.location.lead_time>`
|
|
to setup how long it normally takes for shipments between two warehouses.
|
|
|
|
.. note::
|
|
|
|
If an internal shipment is expected to take more than one day to complete
|
|
then when the stock is sent it gets put in a transit location until the
|
|
shipment is done.
|
|
|
|
.. _Assigning shipments:
|
|
|
|
Assigning shipments
|
|
===================
|
|
|
|
Any `Shipments <concept-stock.shipment>` types that normally take stock from
|
|
either a storage or view `Location <model-stock.location>` must be assigned
|
|
before they can be done.
|
|
The aim of this process is to find and reserve the stock specifically for the
|
|
shipment.
|
|
|
|
The `Assign Shipment <wizard-stock.shipment.assign>` wizard is used when
|
|
assigning shipments.
|
|
It tries to `Assign <concept-stock.move.assign>` each of the shipment's
|
|
incoming `Stock Moves <model-stock.move>`.
|
|
In doing so it updates the stock moves based on what stock it managed to find.
|
|
|
|
If there is not enough stock available to fully assign the shipment you can
|
|
force the remainder to be assigned, although this will result in some stock
|
|
locations having negative stock.
|
|
|
|
.. note::
|
|
|
|
When stock moves from a view location are assigned the stock must always be
|
|
taken from one of its sub-locations, as view locations cannot be the
|
|
source or destination of a done move.
|
|
This also means moves from a view location cannot be forced.
|