[IMP] MRP: Dropship to subcontractor update 19.0

content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst

@@ -11,50 +11,64 @@ Dropship to subcontractor
 
 In the *Dropship to Subcontractor* workflow, a company purchases the components of a product from a
 vendor, who delivers them directly to the subcontractor for manufacturing. The subcontractor then
-ships the finished product back to the contracting company.
+ships the finished product back to the company.
 
-The following documentation covers how to configure a subcontracted product and trigger the
+The following documentation covers how to configure a subcontracted product and walk through the
 *Dropship to Subcontractor* workflow.
 
+.. note::
+   This document uses the term *company* to refer to the internal company requiring subcontracted
+   goods, and the term *subcontractor* to refer to the external vendor handling the outsourced
+   production of the subcontracted goods.
+
 .. _manufacturing/subcontracting_dropship/config:
 
 Configuration
 =============
 
-To use the *Dropship to Subcontractor* workflow, contractors must first configure subcontracted
+To use the *Dropship to Subcontractor* workflow, companies must first configure subcontracted
 products with a :ref:`vendor pricelist <purchase/products/pricelist>` and a
-:ref:`subcontracting-type BoM <manufacturing/subcontracting_dropship/config/bom-config>`. Each
-component must then be configured with the appropriate :doc:`route
-<../../inventory/shipping_receiving/daily_operations/use_routes>`.
+:ref:`subcontracting-type BoM <manufacturing/subcontracting_dropship/config/bom-config>` specifying
+the product's components. Companies must then :ref:`configure each component
+<manufacturing/subcontracting_dropship/config/component-config>` by specifying a dropship vendor and
+an appropriate route.
+
+The pricelist allows the company to purchase the product from the vendor (subcontractor) through
+a |PO|. The |BoM| allows the product to be manufactured externally by the subcontractor.
+:doc:`Routes <../../inventory/shipping_receiving/daily_operations/use_routes>` are applied to each
+component in order to be properly sent from the dropshipping vendor to the subcontractor.
+
+.. important::
+   In order to configure product components for dropshipping, make sure that the *Dropshipping*
+   feature is enabled in the Odoo settings.
 
-The pricelist allows the contracting company to purchase the product from the vendor (subcontractor)
-through a |PO|, while the |BoM| allows the product to be manufactured externally by the
-subcontractor. Routes are applied to each component in order to be properly sent from the
-dropshipping vendor to the subcontractor.
+   To do so, navigate to either the **Inventory** or **Purchase** app, then click
+   :menuselection:`Configuration --> Settings`. Finally, in the *Logistics* section, enable the
+   :guilabel:`Dropshipping` setting.
 
 .. _manufacturing/subcontracting_dropship/config/product-config:
 
 Configure product vendor
 ------------------------
 
-To configure a product's vendor for subcontractor dropshipping, navigate to
-:menuselection:`Inventory app --> Products --> Products`, and select a product, or :doc:`create a
-new one <../../inventory/product_management/configure/type>`.
+To configure a product's vendor for dropship subcontracting, navigate to :menuselection:`Inventory
+app --> Products --> Products`, and select a product, or :doc:`create a new one
+<../../inventory/product_management/configure/type>`.
 
 On the product form, click the *Purchase* tab and add the product's subcontractor as a vendor by
 clicking :guilabel:`Add a line`. Select the subcontractor in the :guilabel:`Vendor` drop-down menu.
 
-Then, enter the price of the product in the :guilabel:`Price` field.
+Then, enter the price of the product in the :guilabel:`Unit Price` field.
 
-Finally, set a :doc:`lead time <../../inventory/warehouses_storage/replenishment/lead_times>` for
-the product in the :guilabel:`Delivery Lead Time` field to specify the number of days for the
-subcontractor to receive components, produce the product, and deliver the finished good.
+Finally, set a :doc:`Lead Time <../../inventory/warehouses_storage/replenishment/lead_times>` for
+the product in the corresponding field to specify the number of days for the subcontractor to
+receive components, produce the product, and deliver the finished good.
 
 .. note::
-   Contractors do not need to configure manufacturing lead times on a |BoM|. Instead, provide only a
-   single *Delivery Lead Time* on the vendor pricelist, factoring in the duration for the
+   Companies do not need to configure manufacturing lead times on a |BoM|. Instead, provide only a
+   single :guilabel:`Lead Time` on the vendor pricelist, factoring in the duration for the
    subcontractor to receive the components from the dropship vendor, manufacture the product, and
-   deliver the finished good back to the subcontractor.
+   deliver the finished good back to the company.
 
 .. _manufacturing/subcontracting_dropship/config/bom-config:
 
@@ -85,8 +99,8 @@ Configure components
 --------------------
 
 When dropshipping to subcontractors, each component of a product must have a specified vendor and
-have the *Dropship Subcontractor on Order* route enabled. This allows the components to be properly
-dropshipped from the vendor to the subcontractor.
+have the *Dropship* route enabled. This allows the components to be properly dropshipped from the
+vendor to the subcontractor.
 
 To specify a component's vendor, select the component's name in the :guilabel:`Components` tab, and
 click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow.
@@ -98,12 +112,12 @@ click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow.
 On the component product form, click the :guilabel:`Purchase` tab. Add a vendor by clicking
 :guilabel:`Add a line`. Then, select the vendor in the :guilabel:`Vendor` field.
 
-Next, to configure the route, click on the *Inventory* tab and select the :guilabel:`Dropship
-Subcontractor on Order` route in the :guilabel:`Routes` section.
+Next, to configure the route, click on the *Inventory* tab and select the :guilabel:`Dropship` route
+in the *Routes* section.
 
 Repeat the process for every component dropshipped to the subcontractor.
 
-.. image:: subcontracting_dropship/dropship-inventory-routes.png
+.. image:: subcontracting_dropship/dropship-subcontracting-routes.png
    :alt: Route for a component to be dropshipped to a subcontractor.
 
 .. _manufacturing/subcontracting-dropship/workflow:
@@ -115,17 +129,17 @@ The *Dropship to Subcontractor* workflow begins by :ref:`creating a PO
 <manufacturing/subcontracting-dropship/workflow/create-po>` to purchase the product from the
 subcontractor (1).
 
-The contractor (Your Company) then confirms the *subcontractor* |PO| (2). This creates an |RfQ| to
-purchase the components from the vendor, as well as a receipt to transfer the final product.
+The company then confirms the *subcontractor* |PO| (2). This creates an |RfQ| to purchase the
+components from the vendor, as well as a receipt to transfer the final product.
 
-Next, the contractor :ref:`confirms the RfQ
+Next, the company :ref:`confirms the RfQ
 <manufacturing/subcontracting-dropship/workflow/confirm-rfq>`, turning it into a *vendor* |PO| and
 creating a dropship order to send the components from the vendor to the subcontractor (3). Once the
-contractor :ref:`validates the dropship
+company :ref:`validates the dropship
 <manufacturing/subcontracting-dropship/workflow/validate-dropship>` order, the subcontractor begins
-to manufacture the final product with the components and ships it to the contractor when done.
+to manufacture the final product with the components and ships it to the company when done.
 
-Once the product has been produced and received, the contractor :ref:`validates the receipt
+Once the product has been produced and received, the company :ref:`validates the receipt
 <manufacturing/subcontracting-dropship/workflow/process-receipt>` (6) to trigger :ref:`inventory
 moves <manufacturing/subcontracting-dropship/workflow/track-inventory>` from the subcontractor to
 the company's stock (4, 5).
@@ -147,14 +161,14 @@ Select the subcontracted product in the :guilabel:`Product` field, and enter the
 :guilabel:`Quantity` field.
 
 After adding the product, the :guilabel:`Expected Arrival` field is updated with the finished
-product's expected delivery date, as configured earlier with the vendor's *Delivery Lead Time*.
+product's expected delivery date, as configured earlier with the vendor's *Lead Time*.
 
 Finally, click :guilabel:`Confirm Order` to confirm the |PO|. A receipt is automatically created,
 and a :icon:`fa-truck` :guilabel:`Receipt` smart button appears at the top of the form. In addition,
 a separate |RfQ| is automatically created to purchase the components from the dropship vendor.
 
 .. note::
-   This |RfQ| is **not** automatically linked to the |PO|. It is accessed separately on the
+   This |RfQ| is **not** automatically linked to the |PO|. It must be accessed separately on the
    *Requests for Quotation* page.
 
 .. _manufacturing/subcontracting-dropship/workflow/confirm-rfq:
@@ -202,7 +216,7 @@ received the components. The subcontractor then begins manufacturing the final p
 Process receipt
 ---------------
 
-After the subcontractor completes production, the finished product is shipped to the contractor.
+After the subcontractor completes production, the finished product is shipped to the company.
 
 To receive the product into stock, navigate to :menuselection:`Purchase app --> Orders --> Purchase
 Orders`, and select the *subcontractor* |PO|.
@@ -221,14 +235,15 @@ Track inventory moves
 ---------------------
 
 After validating a receipt, Odoo automatically generates inventory moves to track the movement of
-subcontracted products between locations. To view these inventory moves, navigate to
-:menuselection:`Inventory app --> Reporting --> Moves History`.
+subcontracted products between :doc:`locations
+<../../inventory/warehouses_storage/inventory_management/use_locations>`. To view these inventory
+moves, navigate to :menuselection:`Inventory app --> Reporting --> Moves History`.
 
 In the *Dropship to Subcontractor* workflow, product components are first sent from the vendors to a
-dedicated *Subcontracting Location*. A :ref:`virtual location
-<inventory/warehouses_storage/location-type>` called *Production* then consumes the components and
-produces the finished good. Once produced, the good then moves back to the *Subcontracting Location*
-before finally entering the contractor's stock when the receipt is validated.
+dedicated location called *Subcontracting*. Another location called *Production* then consumes the
+components and produces the finished good. Once produced, the good then moves back to the
+*Subcontracting* location before finally entering the contractor's stock when the receipt is
+validated.
 
 .. image:: subcontracting_dropship/dropship-subcontracting-moves.png
    :alt: Moves History for the dropship to subcontractor workflow.