Inventory : Inventory Workflows: 2-Step Receiving
This documentation outlines implementing 2-Step Receiving in Odoo Version 14. In 2-Step Receiving, products are first received to an internal input location before being transferred to their specific stock location.
Select the Warehouse you wish to configure with 2-Step Receiving.
On the Warehouse template, click EDIT.
Under Shipments > Incoming Shipments, select "Receive goods in input and then stock (2 steps)."
When done, click SAVE.
Selecting the 2-Step option means that Odoo will create an Input location to receive goods into. You can see this new location by navigating to CONFIGURATION > LOCATIONS, and using the search bar to search for "Input."
By selecting the location and clicking EDIT, you can change the name of the "Input" location if needed.
Once you have set up 2-Step Receiving on your Warehouse, you will see its impact on your receipts.
Next, navigate to the Purchase application.
On the Other information tab, be sure that the Deliver To: field is set to use Receipts of the Warehouse you've configured for 2-Step Receiving.
Clicking either of these buttons puts the record in "RFQ Sent" status. Click CONFIRM ORDER to convert this RFQ to a Purchase order.
Next, click either the Receipt smart button or RECEIVE PRODUCTS.
Now, your goods are in the Input location.
When using 2-step receiving, Odoo automatically creates a transfer that will move the received product from the Input location to the primary Stock location on your company's receipt Operation Type. Follow the steps below to validate that transfer and complete the receipt of your goods.
Processing the Internal Transfer
Navigate to the Inventory application.
Locate the Internal Transfers card for warehouse you configured for 2-Step Receiving and click # TO PROCESS.
From the list of internal transfers, locate the transfer that lists your Purchase Order as the Source Document.
On the internal transfer, you will see that the From and To fields are populated with the Input and Stock locations, respectively, of the warehouse configured for 2-step receiving.
Click into your selected internal transfer and review it for accuracy. If you need to make changes, click edit and adjust products and/or done quantities on the Detailed Operations tab. When you're ready, click VALIDATE.
Then, in the modal window, click APPLY.
Good to Know!
If you have configured a Putaway Strategy on the Product or Product Category of the product being received, they will take effect once you validate the transfer. The destination location on the transfer will still reflect the main Stock location, but once processed, the products will be moved to their more specific stock locations.
For more information on Putaway Rules, please refer to the Putaway Rules documentation.
Now you can review the stock moves for the receipt to verify that the products ended up in the intended locations.
Reviewing Product Moves
If you're not already there, navigate back to the Inventory application.
Once there, go to REPORTING > PRODUCT MOVES. Use the search bar to locate the product you just received.