Inventory : Inventory Workflows: 3-Step Receiving


The purpose of this documentation is to outline the process of implementing 3-Step Receiving in Odoo Version 12. In 3-Step Receiving,
products are first received to an internal Input location. Then, they are moved to an internal Quality Control location, and finally are
manually transferred to an internal Stock location. 


To get started, navigate to the Inventory app. 


Scroll down to the Warehouse section and check Multi-Step Routes. Then, click SAVE

Next, go to CONFIGURATION > warehouses

Select the Warehouse you wish to configure with 3-Step Receiving. 

On the Warehouse template, click edit. Under the Shipments section find Incoming Shipments and select "Receive goods in input, then quality and then stock (3 steps)."

When done, click SAVE.

Selecting the 3-Step option means that Odoo will create an Input location to receive goods and a Quality Control location to perform a quality check. You can see this by navigating to CONFIGURATION > LOCATIONS, and searching for your Warehouse. 

By selecting the location and clicking EDIT, you can change the name of this location. 

Receiving Products

Once you have set up 3-Step Receiving on your Warehouse, you will see the impact on your receipts. Navigate to the Purchase application. 

Once there, create a Purchase Order for a storable product. For information on how to create Purchase Orders, please refer to the Purchase Orders documentation.

Be sure the Deliver To field under the Other Information tab is set to match the warehouse you configured above. When you're ready, click Save, then click Confirm Order.

Once you have confirmed the order, click either the  Receipt smart button or Receive ProductsOn the receipt, you will see that the Destination Location field is populated with the WH3/Input location.  

Click edit. Then, click the  icon.

In the Detailed Operations modal window, click into the Done field and enter the quantity of the product you have received.


When ready, click confirm. Then, on the receipt, click Validate. Now, your goods are in the Input location. Be sure to click Save on the originating purchase order.

When using 3-step Receiving, Odoo automatically creates a transfer that will move the received product from the Input location to the Quality Control location on your company's receipt Operation Type. Follow the steps below to validate that transfer. 

Processing the First Transfer

To get started, navigate to the Inventory application. 

Locate the Internal Transfers kanban card for your Warehouse. Click # to process

From the list of Internal Transfers, select the transfer corresponding to your Purchase Order. 

On the Internal Transfer, you will see that the Source Location field is populated with the WH3/Input location, and the Destination Location field is populated with the WH3/Quality Control location. Once you have reviewed the internal transfer, click validate. Then, on the modal window, click apply

At this point, Odoo automatically creates an internal transfer that moves the product from the Quality Control location to the Stock location. Now, you must process this transfer.

Processing the Second Transfer

From the Internal Transfer, use the breadcrumbs to navigate back to the list of Internal Transfers for your Warehouse.

There, you will see a new transfer associated with your Purchase Order. Select this transfer. 

On the transfer, we will see that the Source Location field is populated with the WH3/Quality Control location, and the Destination Location field is populated with the WH3/Stock location.

Once you have reviewed the Internal Transfer, click VALIDATE. Then, in the modal window, click APPLY

Good to Know!

Putaway Rules

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

In the Inventory application, navigate to REPORTING > PRODUCT MOVES. Use the search bar to locate the product you just received. 

If you open the grouped entries for the product you can see its product moves. 

From here, we see that our product was received in three moves: The first is from the Vendors virtual location to the WH/Input location. The second is from the WH/Input location to the WH/Quality Control location. And the third is from the WH/Quality Control location to the WH/Stock location.