Changes

= Introduction =

= Introduction =

This module is to manage shipments and deliveries of products.

The Shipping module allows you to manage product shipments from a sales order. It becomes possible to follow the quantities dispatched and quantities remaining to be dispatched, to generate a packing slip, to see proof of distribution.

 

Note: For receptions, see [[Module Reception]].

= Installation =

= Installation =

= Usage =

= Usage =

== In standard configuration ==

== In standard configuration ==

When the module is activated, it becomes possible to create a shipment from a purchase order. The workflow for an expedition is as follows:

When the module is activated, it becomes possible to create a shipment from a sale order. The workflow for an expedition is as follows:

<pre>

<pre>

Draft (0) ---X---> Validated = Prepared / Shipped or Shipped (1) ------> Processed (Closed / Shipped) '' (2)

Draft (0) ---X---> Validated = Prepared / To ship or Shipped (1) ---X---> Processed (Closed / Shipped) '' (2)

</pre>

</pre>

Note:

Note:

* For status other than "Draft", the quantity can no longer be modified.

* For status other than "Draft", the quantity can no longer be modified.

* Number in brackets: Numeric value of the status in the database

* Number in parenthesis: Numeric value of the status in the database

* X means that the stock can be automatically decremented during this step (depending on the stock decrement configuration of [[Stock Module]]).

* X means that the stock can be automatically decremented during this step (depending on the stock decrement configuration of [[Module_Stocks_En|Stock Module]]).

TODO Evolution to plan:

TODO Evolution to plan:

* Can edit a shipment when in draft mode. Move form used in create mode into the edit draft page. Add a button to switch (one warehouse / all warehouse)?

* Can edit a shipment when in draft mode. Move form used in create mode into the edit draft page. Add a button to switch (one warehouse / all warehouse) ?

* Add option "Decrease real stocks on shipping classification to Closed / Shipped" when the lot module is active. When this option is on, you must be able to enter the batches before going to closed.

* When the module "Lot" is on, you must be able to enter the batches and change quantity before going to closed/shipped.

* Make it possible to modify the number shipped when the shipment is in "Validated" status. It will then be possible to create good shipments WITHOUT an order, serving as a preparation order without an order.

* Make it possible to modify the number shipped when the shipment is in "Validated" status. It will then be possible to create good shipments WITHOUT an order, serving as a preparation order without an order ?

 

<pre>

<pre>

Draft (0) --X -> Validated (1) -> Invoiced (2)

Draft (0) --X--> Validated (1) ---> Invoiced (2)

</pre>

</pre>

 

With v19+: Workflow is the same, no change into the label of status, when value is set to 0 of not defined (default). If set to 1, then, it is no more possible to create an invoice from the order (can be done from the shipment only).

TODO This option should disappear in favor of a separation of ClassifyBilled and ClassifyClosed which must be de-correlated.

 

* Addition of an invoiced field / status (apart) on the shipment voucher.

== Note ==

== Note ==

Depending on the configuration of the stock module, the stock can be decremented by validation of shipments or not.

Depending on the configuration of the [[Module Stocks En|Stock module]], the stock can be decremented by:

The "Closed" step is therefore of little interest for the moment. Ultimately, we must be able to decrement the stock on it.

* Validation of shipments.

* Closing a shipment.

For companies managing shipments, the closed step can also mean the udder in charge by the carrier, the validated step being the processing of the order internally (making the package, issuing the BL)

For companies managing shipments, the Closed step can also mean the udder in charge by the carrier, the Validated step being the processing of the order internally (making the package, issuing the BL)