Process receipts in three steps¶
Some companies require a quality control process before receiving goods from suppliers. To accomplish this, Odoo has a three-step process for receiving goods.
In the three-step receipt process, products are received in an input area, then transferred to a quality area for inspection. Products that pass the quality inspection are then transferred into stock. The products are not available for further processing until they are transferred out of the quality area and into stock.
Configuration¶
Odoo is configured by default to receive and deliver goods in one step, so the settings need to be changed in order to utilize three-step receipts. First, make sure the Multi-Step Routes option is enabled in . Note that activating Multi-Step Routes will also activate Storage Locations.
![Activate multi-step routes and storage locations in Inventory settings.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-multi-step-routes.png)
Next, the warehouse needs to be configured for three-step receipts. To do that, go to
, and select the desired warehouse to be edited. Doing so reveals the detail form for that specific warehouse.On that Warehouse detail form page, select Receive goods in input, then quality and then stock (3 steps) for Incoming Shipments.
![Set incoming shipment option to receive in three steps.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-incoming-shipments.png)
Activating three-step receipts and deliveries creates two new internal locations: Input (WH/Input), and Quality Control (WH/Quality Control). To rename these locations, go to
, then click on the desired location to change (or update) the name.Receive in three steps (input + quality + stock)¶
Create a purchase order¶
To create a new RfQ, navigate to Vendor, add a storable Product, and click Confirm Order.
, which reveals a blank RfQ form page. On this page, select aA Receipt smart button will appear in the top right, and the receipt will be associated with the purchase order. Clicking on the Receipt smart button will show the receipt order.
![After confirming a purchase order, a Receipt smart button will appear.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-smart-button.png)
Process a receipt¶
Once the purchase order (PO) is confirmed, a receipt (WH/IN
) operation is generated and ready to
process.
The receipt can be confirmed from the original purchase order form, or it can be accessed by navigating to the Receipts task card.
, and locating theClick the # To Process button to reveal all incoming receipts to process. Click the receipt associated with the previous purchase order.
Click Validate to validate the receipt, and move the product to the destination location, WH/Input.
![Receipt operation for product being moved to WH/Input location.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-receipt-form.png)
Process a transfer to Quality Control¶
Once the receipt has been validated, an internal transfer operation to move the product to quality control is ready to process.
Click Inventory Overview in the breadcrumbs to navigate back to the dashboard, and locate the Internal Transfers task card.
Select the # To Process button to reveal all internal transfers to process. Then, choose the internal transfer associated with the validated receipt.
Once ready, click Validate to complete the transfer, and move the product from WH/Input to WH/Quality Control.
![Internal transfer for product being moved to quality control zone.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-internal-transfer.png)
Process a transfer to stock¶
Once the internal transfer to move the product to quality control has been validated, another internal transfer operation to move the product into warehouse stock is ready to process.
Click YourCompany: Internal Transfers in the breadcrumbs to reveal the list of all
internal transfers to process. Then, select the new internal transfer to move the product from
WH/Quality Control
to WH/Stock
.
Once ready, click Validate to complete the transfer, and move the product from WH/Quality Control to WH/Stock.
![Internal transfer for product being moved to warehouse stock.](https://www.odoo.com/documentation/17.0/_images/receipts-three-steps-second-transfer.png)