[ADD] barcode: operations and commands barcode printing

closes #13544

X-original-commit: 8ff28d6
Signed-off-by: Zaz Linkous (stul) <[email protected]>
Co-authored-by: Felicious <[email protected]>

Author: slinkous

content/applications/inventory_and_mrp/barcode/setup.rst

@@ -12,3 +12,4 @@ Setup
    setup/hardware
    setup/software
    setup/serial_numbers_lots
+   setup/operation_types

content/applications/inventory_and_mrp/barcode/setup/operation_types.rst

@@ -0,0 +1,216 @@
+============================
+Operation types and commands
+============================
+
+Inventory operations, like :doc:`receipts and delivery orders
+<../../inventory/shipping_receiving/daily_operations/receipts_delivery_one_step>`, as well as
+commands, like validating a transfer or putting products in packages, can be performed by scanning
+barcodes through the **Barcode** app. This allows employees to handle tasks and access menus without
+the need to touch a screen or use the **Inventory** app on a computer, and allows workflow
+streamlining by putting operation barcodes in the appropriate physical location.
+
+.. image:: operation_types/barcode-default-operations.png
+   :alt: Printable barcodes for Receipts, Delivery Orders, and Manufacturing.
+
+.. _inventory/barcode/configure_operations:
+
+Configuring operations
+======================
+
+*Operation types* in the **Inventory** and **Barcode** apps define actions that will change the
+state of products in inventory. Which operation types are available to print will depend on the
+settings of the database. By default, barcodes can be printed for *Receipts (WHIN)*, *Delivery
+Orders (WHOUT)*, and *Manufacturing (WHMANUF)*. The *Internal Transfers (WHINT)* and *Pick (WHPICK)*
+operations can also be enabled.
+
+.. note::
+   Both *Internal Transfers (WHINT)* and *Pick (WHPICK)* operations require :doc:`location barcodes
+   <software>` to scan.
+
+Internal transfers
+------------------
+
+The *Internal Transfers (WHINT)* operation barcode is available if the database is using the
+*Storage Locations* feature to designate where products are located in the inventory. To enable this
+setting, go to :menuselection:`Inventory app --> Configuration --> Settings`, then, in the
+:guilabel:`Warehouse` section, tick the :guilabel:`Storage Locations` option.
+
+Picking
+-------
+
+The *Pick (WHPICK)* operation barcode is available if the database is using the *Multi-Step Routes*
+feature configured with a picking step. To enable this setting, go to :menuselection:`Inventory app
+--> Configuration --> Settings`, then, in the :guilabel:`Warehouse` section, tick the
+:guilabel:`Multi-Step Routes` option and save. From there, click :icon:`fa-arrow-right`
+:guilabel:`Set Warehouse Routes` to open warehouse settings and select the warehouse. In the
+:guilabel:`Outgoing Shipments` section, select either :guilabel:`Pick then Deliver (2 steps)` or
+:guilabel:`Pick, Pack, then Deliver (3 steps)`.
+
+.. seealso::
+   - :doc:`Two-step receipt and delivery
+     <../../inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps>`
+   - :doc:`Three-step delivery
+     <../../inventory/shipping_receiving/daily_operations/delivery_three_steps>`
+
+Print barcodes for inventory commands and operations
+====================================================
+
+Barcodes for operations and commands can be printed at any time. These documents will include all
+the available inventory commands, regardless of whether they are enabled, but only the operations
+that are currently enabled in the database. See :ref:`configuring operations
+<inventory/barcode/configure_operations>` to enable any missing operations.
+
+.. example::
+   The `print_inventory_commands_and_operation_types` document will always show the
+   :guilabel:`PUT IN PACK` command, regardless of whether the *Packages* feature is enabled, but the
+   *Pick (WHPICK)* operation will only be added if *Multi-Step Routes* are configured to have a
+   picking step.
+
+.. important::
+   Printing barcodes, by default, will either directly download a PDF file of the selected barcodes
+   or open a new tab with a downloadable or printable PDF. To turn this into a direct printing
+   operation, :doc:`connect a printer <../../../general/iot/devices/printer>`.
+
+When first opening Barcode
+--------------------------
+
+When first opening the **Barcode** app, there is a prompt with options to print barcodes for
+commands and operations, as well as some sample barcodes to print and use for testing. Clicking
+these links is the easiest way to print command and operation barcodes, but will no longer be
+displayed after the first time it is clicked.
+
+.. image:: operation_types/barcode-initial-print-prompt.png
+   :alt: A prompt to print demo data or barcodes for operations.
+
+From Inventory settings
+-----------------------
+
+If the barcode print prompt is not available, inventory commands and operation types barcodes can
+always be printed from the *Settings* page. Go to :menuselection:`Inventory app --> Configuration
+--> Settings` and in the :guilabel:`Barcode` section under the :guilabel:`Barcode Scanner` setting,
+click :icon:`fa-print` :guilabel:`Print barcode commands and operation types`.
+
+.. image:: operation_types/print-operations-and-commands.png
+   :alt: Link to print inventory operations and commands.
+
+Individual operations
+---------------------
+
+Barcodes for individual operations, like receipts and manufacturing orders, can also be printed from
+the *Operations Types* configuration menu. To select operations to print, go to
+:menuselection:`Inventory app --> Configuration --> Operations Types` and tick the box by each
+operation type required.
+
+.. image:: operation_types/barcode-print-operations.png
+   :alt: Available operations selected making a 'Print' button appear.
+
+Next, click the :icon:`fa-print` :guilabel:`Print` button and select either :guilabel:`Operation
+type (PDF)` to download a PDF with the operation barcodes, or :guilabel:`Operation type (ZPL)` to
+send the print job to a :ref:`ZPL-enabled printer <iot/link-printer>`.
+
+.. note::
+   The :icon:`fa-print` :guilabel:`Print` button does not appear until at least one operation type
+   is selected.
+
+.. _inventory/barcode/print_order:
+
+Print picking operations for specific orders
+============================================
+
+Receipts, manufacturing orders, transfers, and delivery orders can all be printed in advance and are
+referred to in the print options menu as *picking operations* or *picking*.
+
+In Barcode
+----------
+
+From the **Barcode** app, tap the :guilabel:`Operations` button, select the operation type, and then
+the specific order to print. From there, either scan the `PRINT PICKING OPERATION` barcode if there
+is one available, or tap the :icon:`fa-cog` :guilabel:`(gear)` icon to open the **Barcode** actions
+menu and tap the :guilabel:`Print Picking Operation` button.
+
+.. image:: operation_types/print-picking-barcode-cog.png
+   :alt: Menu from a receipt with the 'Print Picking Operation' button.
+
+In Inventory
+------------
+
+To print a picking from the **Inventory** app, click the appropriate operation type (*Receipt*,
+*Delivery Order*, etc.) and select the individual order or the operation.
+
+From the order, click the :icon:`fa-cog` :guilabel:`(Actions)` icon, hover over :icon:`fa-print`
+:guilabel:`Print`, and click :guilabel:`Picking Operations`.
+
+.. note::
+   The type of operation can be inferred from the operation reference to help distinguish picking
+   operations. For example, the "IN" in `WH/IN/00012` indicates that it is a receipt operation.
+   These references are similar to, but do not exactly match the operation type barcodes.
+
+Use barcodes for inventory operations and commands
+==================================================
+
+Operations
+----------
+
+- **Receipts** `WHIN` creates a new order to receive products into inventory.
+
+   .. warning::
+      Scanning a barcode for a receipt will always create a *new* instance of that operation, and
+      will not match an already scheduled order. To scan or a specific scheduled receipt, first
+      :ref:`print a picking for the individual receipt <inventory/barcode/print_order>`.
+
+      For example, scanning **Receipts** `WHIN` will create a brand new receipt, even if the
+      contents match an existing receipt exactly.
+
+- **Delivery Orders** `WHOUT` opens the currently scheduled delivery orders.
+- **Manufacturing** `WHMANUF` creates a new manufacturing order. Scanning a product barcode from
+  here will add it to the *Producing* list.
+- **Internal Transfers** `WHINT` creates a new transfer order. :doc:`Location barcodes <software>`
+  can be scanned to designate the source and destination, or scanned direction to initiate a
+  transfer in **Barcode**.
+- **Pick** `WHPICK` creates a new picking operation. This will *require* a :doc:`location barcode
+  <software>` for the source location.
+
+Commands
+--------
+
+- `MAIN MENU`: Scan to return to the main menu from an inventory adjustment.
+- `VALIDATE`: Scan to confirm that an operation is correct and ready to be completed.
+- `CANCEL`: Scan from an operation to prevent that operation from being validated and set its status
+  to *Cancelled*.
+- `PRINT PICKING OPERATION`: Scan from an existing delivery order, transfer, or receipt to generate
+  a PDF with the name and barcode for that operation's reference number. This can be scanned later
+  to go directly to the operation.
+- `PRINT DELIVERY SLIP`: Scan from an existing receipt or delivery order to generate a PDF of the
+  purchase order or delivery order. This will not include a barcode.
+- `PUT IN PACK`: After scanning products, this command will designate them as all being in one
+  :doc:`package <../../inventory/product_management/configure/package>`. Products scanned *after*
+  this command are placed in a new package if the `PUT IN PACK` command is scanned again.
+- `SCRAP`: Scan this to mark a scanned product as defective, and move it to a virtual location for
+  :doc:`scrap inventory <../../inventory/warehouses_storage/inventory_management/scrap_inventory>`
+
+Print barcodes for manufacturing commands
+=========================================
+
+By default, the :guilabel:`Manufacturing` operation type can scan products and components and tap a
+*Produce* button to produce them. To print barcodes for basic manufacturing operations, go to
+:menuselection:`Manufacturing app --> Configuration --> Settings`, then, in the
+:guilabel:`Operations` section, make sure the :guilabel:`Barcode Scanner` box is ticked and click
+:icon:`fa-print` :guilabel:`Print barcode commands and operation types`.
+
+Work order commands
+-------------------
+
+To enable more granular control of the manufacturing process through **Barcode**, enable the
+:doc:`Work Orders <../../manufacturing/basic_setup/bill_configuration>` feature. To print barcodes
+for work orders, go to :menuselection:`Manufacturing app --> Configuration --> Settings`, then, in
+the :guilabel:`Operations` section, make sure the  :guilabel:`Work Orders` box is ticked and click
+:icon:`fa-print` :guilabel:`Print barcode commands`.
+
+.. image:: operation_types/print-work-order-commands.png
+   :alt: 'Print barcode commands' like in the Work Orders section of Manufacturing settings.
+
+.. seealso::
+   - `Odoo Tutorials: Process and Cancel MOs Using Barcodes
+     <https://www.youtube.com/watch?v=6zBz93AIXBo>`_
+   - `Odoo Tutorials: Consuming Components Using Barcodes
+     <https://www.youtube.com/watch?v=2ojxIbTq41Q>`_