odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.md

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+---
+title: "Two-step receipt and delivery"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.html"
+---
+
+=============================
+# Two-step receipt and delivery
+
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |DO| replace:: :abbr:`DO (Delivery Order)`
+.. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)`
+
+Depending on a company's needs, receiving and shipping products in and out of the warehouse might
+require multi-step operations. In Odoo *Inventory*, this can be done using *Multi-Step Routes*.
+
+In the two-step receipt process, products are received in an input area, then transferred to stock.
+This kind of process for incoming shipments might be beneficial for warehouses with specific storage
+locations, such as freezers and refrigerators, secured locked areas, or special aisles and shelves.
+
+Products can be sorted according to where they are going to be stored, and employees can stock all
+the products going to a specific location. The products are *not* available for further processing,
+until they are transferred into stock.
+
+In the two-step delivery process, products are first picked from their respective location in the
+warehouse, then transferred to an output location before being shipped to the customer.
+
+This might be beneficial for companies using a First In, First Out (FIFO), Last In, First Out
+(LIFO), or First Expired, First Out (FEFO) removal strategy.
+
+> **tip**:
+>    Incoming and outgoing shipments do **not** need to be configured with the same amount of steps.
+
+   For example, a warehouse's settings can be configured so products can be received in two steps
+   (input + stock), and delivered in three steps (pick + pack + ship).
+
+# Configuration
+
+In Odoo *Inventory*, both incoming and outgoing shipments are configured to process in one step, by
+default. To change these settings, the *Multi-Step Routes* feature must be enabled.
+
+To enable *Multi-Step Routes*, navigate to :menuselection:`Inventory app --> Configuration -->
+Settings`. Under the :guilabel:`Warehouse` section, tick the checkbox next to :guilabel:`Multi-Step
+Routes`, and click :guilabel:`Save`. Doing so also activates the :guilabel:`Storage Locations`
+feature.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-settings.png
+   :align: center
+   :alt: Enabled Multi-Step Routes feature in Inventory app settings.
+
+Next, configure a warehouse for two-step receipts and deliveries. Navigate to
+:menuselection:`Inventory app --> Configuration --> Warehouses`, and select a warehouse to edit.
+
+Under the :guilabel:`Warehouse Configuration` tab, set :guilabel:`Incoming Shipments` to
+:guilabel:`Receive goods in input and then stock (2 steps)`, and set :guilabel:`Outgoing Shipments`
+to :guilabel:`Send goods in output and then deliver (2 steps)`.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-shipments.png
+   :align: center
+   :alt: Incoming and outgoing shipments set to two-step on warehouse form.
+
+> **note**:
+>    Selecting two-step receipts and deliveries automatically creates new *Input* and *Output*
+   warehouse locations in the database, named `WH/Input` and `WH/Output`, respectively.
+
+   To rename or edit these locations, navigate to :menuselection:`Inventory app --> Configuration
+   --> Locations`, and select the desired location.
+
+   On the location's form, change the :guilabel:`Location Name`, and make any other necessary
+   changes.
+
+# Process receipt in two steps (input + stock)
+
+When products are received in two steps, they first move from the vendor location to an input
+location. Then, they move from the input location to warehouse stock in the database, upon
+validation of a purchase order (PO), and a subsequent internal transfer.
+
+## Create purchase order
+
+To create a |PO|, navigate to the :menuselection:`Purchase app`, and click :guilabel:`New`. This
+opens a blank :guilabel:`Request for Quotation` (RfQ) form.
+
+Add a vendor in the :guilabel:`Vendor` field. Then, fill out the various fields on the |RfQ|, as
+necessary.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-new-rfq.png
+   :align: center
+   :alt: Filled out new Request for Quotation from vendor.
+
+Under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and select a product to add to
+the |RfQ|.
+
+Once ready, click :guilabel:`Confirm Order`. This moves the |RfQ| to the :guilabel:`Purchase Order`
+stage.
+
+Once the |PO| is confirmed, a :guilabel:`Receipt` smart button appears at the top of the form.
+Clicking the smart button opens the warehouse receipt (WH/IN) form.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-smart-button.png
+   :align: center
+   :alt: Delivery smart button for validated purchase order.
+
+> **tip**:
+>    For businesses with multiple warehouses that have different step configurations, the
+   :guilabel:`Deliver To` field on the |PO| form **must** be specified as the correct *input
+   location* connected to the two-step warehouse.
+
+   This can be done by selecting the warehouse from the drop-down menu that includes the `Receipts`
+   label at the end of the name.
+
+## Process receipt
+
+From the warehouse receipt form, the products ordered can be received into the warehouse. To receive
+the products, click :guilabel:`Validate`. Once validated, the receipt moves to the :guilabel:`Done`
+stage, and the products move to the :guilabel:`WH/Input` location.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-receipt-form.png
+   :align: center
+   :alt: Receipt form for products ordered from vendor.
+
+Click back to the |PO| (via the breadcrumbs, at the top of the form) to view the |PO| form. On the
+product line, the quantity in the :guilabel:`Received` column now matches the ordered
+:guilabel:`Quantity`.
+
+## Process internal transfer
+
+Once the receipt is validated, an internal transfer is created and ready to process.
+
+To view the internal transfer, navigate to the :menuselection:`Inventory app`, and locate the
+:guilabel:`Internal Transfers` task card.
+
+Click the :guilabel:`# To Process` button on the task card to reveal a list of all internal
+transfers to process, and select the transfer associated with the previously validated receipt.
+
+Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
+:guilabel:`WH/Input` to :guilabel:`WH/Stock`.
+
+Once the transfer is validated, the products enter inventory, and are available for customer
+deliveries or manufacturing orders.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-internal-transfer.png
+   :align: center
+   :alt: Internal transfer form for products ordered from vendor.
+
+.. _inventory/shipping_receiving/two-step-delivery:
+
+# Process delivery order in two steps (pick + ship)
+
+When products are delivered in two steps, they move from warehouse stock to an output location.
+Then, they move from the output location to a customer location in the database, upon validation of
+a picking order, and a subsequent delivery order (DO).
+
+## Create sales order
+
+To create a |SO|, navigate to the :menuselection:`Sales app`, and click :guilabel:`New`. This
+opens a blank sales quotation form.
+
+Add a customer in the :guilabel:`Customer` field. Then, fill out the various fields on the sales
+quotation form, as necessary.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-new-sales-order.png
+   :align: center
+   :alt: Filled out new sales order form.
+
+Under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select a product to add
+to the sales order quotation.
+
+Once ready, click :guilabel:`Confirm`. This moves the quotation to the :guilabel:`Sales Order`
+stage.
+
+Once the |SO| is confirmed, a :guilabel:`Delivery` smart button appears at the top of the form.
+Clicking the smart button opens the warehouse delivery (WH/OUT) form.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-button.png
+   :align: center
+   :alt: Delivery smart button on validated sales order form.
+
+## Process picking
+
+Once the sales order is confirmed, a picking order is generated and ready to process.
+
+To complete the picking, navigate to the :guilabel:`Inventory app`, and locate the :guilabel:`Pick`
+task card on the :guilabel:`Inventory Overview` dashboard. Alternatively, the picking order can also
+be accessed via the :guilabel:`Delivery` smart button at the top of the sales order form.
+
+From the :guilabel:`Inventory Overview` page, click the :guilabel:`# To Process` button on the
+:guilabel:`Pick` task card. This reveals a list of all pickings to process.
+
+Click on the picking (WH/PICK) operation associated with the sales order to reveal the picking
+order.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-picking-form.png
+   :align: center
+   :alt: Picking order form for products included in sales order.
+
+Manually set the quantity by changing the value in the :guilabel:`Quantity` column, to match the
+value in the :guilabel:`Demand` column.
+
+Once ready, click :guilabel:`Validate` to complete the picking, and move the product from
+:guilabel:`WH/Stock` to :guilabel:`WH/Output.`
+
+## Process delivery
+
+Once the picking is validated, a delivery order is created, and ready to process. Clicking the
+:guilabel:`Delivery` smart button on the sales order form reveals the newly created delivery order.
+
+Alternatively, to view the delivery order, navigate back to the :guilabel:`Inventory Overview` page,
+via the breadcrumbs, and locate the :guilabel:`Delivery Orders` task card.
+
+Click the :guilabel:`# To Process` button on the task card to reveal a list of all delivery orders
+to process, and select the order associated with the previously validated picking.
+
+.. image:: receipts_delivery_two_steps/receipts-delivery-two-steps-delivery-order.png
+   :align: center
+   :alt: Delivery order form for products ordered by customer.
+
+To deliver the products, change the value in the :guilabel:`Quantity` field to match the ordered
+quantity in the :guilabel:`Demand` field.
+
+Once ready, click :guilabel:`Validate`. Once validated, the delivery order moves to the
+:guilabel:`Done` stage.
+
+.. seealso::
+   :doc:`../daily_operations`

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.md

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+---
+title: "Three-step receipt"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.html"
+---
+
+==================
+# Three-step receipt
+
+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 :doc:`receive and deliver goods in one step
+<receipts_delivery_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 :menuselection:`Inventory
+--> Configuration --> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes`
+will also activate *Storage Locations*.
+
+.. image:: receipts_three_steps/receipts-three-steps-multi-step-routes.png
+   :align: center
+   :alt: Activate multi-step routes and storage locations in Inventory settings.
+
+Next, the warehouse needs to be configured for three-step receipts. To do that, go to
+:menuselection:`Inventory app --> Configuration --> Warehouses`, and select the desired warehouse to
+be edited. Doing so reveals the detail form for that specific warehouse.
+
+On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive goods in input, then
+quality and then stock (3 steps)` for :guilabel:`Incoming Shipments`.
+
+.. image:: receipts_three_steps/receipts-three-steps-incoming-shipments.png
+   :align: center
+   :alt: Set incoming shipment option to receive in three steps.
+
+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
+:menuselection:`Inventory app --> Configuration --> Locations`, 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 :abbr:`RfQ (Request for Quotation)`, navigate to :menuselection:`Purchase app -->
+New`, which reveals a blank :abbr:`RfQ (Request for Quotation)` form page. On this page, select a
+:guilabel:`Vendor`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm Order`.
+
+A :guilabel:`Receipt` smart button will appear in the top right, and the receipt will be associated
+with the purchase order. Clicking on the :guilabel:`Receipt` smart button will show the receipt
+order.
+
+.. image:: receipts_three_steps/receipts-three-steps-smart-button.png
+   :align: center
+   :alt: After confirming a purchase order, a Receipt smart button will appear.
+
+## 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 :menuselection:`Inventory app`, and locating the :guilabel:`Receipts` task card.
+
+Click the :guilabel:`# To Process` button to reveal all incoming receipts to process. Click the
+receipt associated with the previous purchase order.
+
+Click :guilabel:`Validate` to validate the receipt, and move the product to the destination
+location, :guilabel:`WH/Input`.
+
+.. image:: receipts_three_steps/receipts-three-steps-receipt-form.png
+   :align: center
+   :alt: Receipt operation for product being moved to WH/Input location.
+
+## 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 :guilabel:`Inventory Overview` in the breadcrumbs to navigate back to the dashboard, and
+locate the :guilabel:`Internal Transfers` task card.
+
+Select the :guilabel:`# To Process` button to reveal all internal transfers to process. Then, choose
+the internal transfer associated with the validated receipt.
+
+Once ready, click :guilabel:`Validate` to complete the transfer, and move the product from
+:guilabel:`WH/Input` to :guilabel:`WH/Quality Control`.
+
+.. image:: receipts_three_steps/receipts-three-steps-internal-transfer.png
+   :align: center
+   :alt: Internal transfer for product being moved to quality control zone.
+
+# 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 :guilabel:`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 :guilabel:`Validate` to complete the transfer, and move the product from
+:guilabel:`WH/Quality Control` to :guilabel:`WH/Stock`.
+
+.. image:: receipts_three_steps/receipts-three-steps-second-transfer.png
+   :align: center
+   :alt: Internal transfer for product being moved to warehouse stock.

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.md

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+---
+title: "Sell stock from multiple warehouses using virtual locations"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.html"
+---
+
+===========================================================
+# Sell stock from multiple warehouses using virtual locations
+
+While keeping stock and selling inventory from one warehouse might work for smaller companies,
+bigger companies might need to keep stock in, or sell from, multiple warehouses in multiple
+locations.
+
+Sometimes products included in a single sales order might take stock from two (or more) warehouses;
+in Odoo, pulling products from multiple warehouses to satisfy sales demands can be done using
+*virtual locations*.
+
+> **important**:
+>    The solution in this document, describing the use of a virtual warehouse to fulfill orders for
+   multiple warehouses, has some limitations. Consider the following before proceeding:
+
+   #. When the :guilabel:`Warehouse` field is set to a virtual warehouse on a sales order, the
+      virtual warehouse's address is indicated on the picking, packing, and delivery forms, **not**
+      the actual warehouse's address.
+   #. Each location has a `warehouse_id` (hidden field). This means that the stock in the virtual
+      warehouse will **not** be the sum of the stock of the real warehouses, but rather the sum of
+      the stock in the locations whose warehouse ID is the virtual warehouse.
+
+.. danger::
+   Potential limitation for those using :doc:`two
+   <../../shipping_receiving/daily_operations/receipts_delivery_two_steps>` or :doc:`three-step
+   delivery <../../shipping_receiving/daily_operations/delivery_three_steps>`:
+
+   #. The output or packing zone on the various forms is incorrectly listed as the virtual
+      warehouse's address.
+   #. There is no workaround for two or three-step deliveries.
+   #. Proceed **only** if setting a virtual warehouse's address as the output or packing zone makes
+      sense for the company's workflow.
+
+> **note**:
+>    In order to create virtual locations in warehouses, and proceed to the following steps, the
+   :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features **must** be enabled.
+
+   To do so, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
+   :guilabel:`Warehouse` section, and enable the :guilabel:`Storage Locations` and
+   :guilabel:`Multi-Step Routes` options. Then, :guilabel:`Save` the changes to finish.
+
+
+.. _inventory/routes/virtual-wh:
+
+# Create virtual parent location
+
+Before creating any virtual stock locations, create a new warehouse that acts as a *virtual*
+warehouse — the *parent* location of other physical warehouses.
+
+.. spoiler:: Why a "virtual" warehouse?
+
+   Virtual warehouses are great for companies with multiple physical warehouses. This is because a
+   situation might arise when one warehouse runs out of stock of a particular product, but another
+   warehouse still has stock on-hand. In this case, stock from these two (or more) warehouses could
+   be used to fulfill a single sales order.
+
+   The "virtual" warehouse acts as a single aggregator of all the inventory stored in a company's
+   physical warehouses, and is used (for traceability purposes) to create a hierarchy of locations
+   in Odoo.
+
+To create a new warehouse, go to :menuselection:`Inventory app --> Configuration --> Warehouses`,
+and click :guilabel:`Create`. From here, the warehouse :guilabel:`Name` and :guilabel:`Short Name`
+can be changed, and other warehouse details can be changed under the :guilabel:`Warehouse
+Configuration` tab.
+
+Lastly, click :guilabel:`Save` to finish creating a *regular* warehouse. Continue following the
+steps below to finish configuring the virtual parent warehouse.
+
+.. image:: stock_warehouses/stock-warehouses-create-warehouse.png
+   :align: center
+   :alt: New warehouse form.
+
+.. seealso::
+   - :doc:`Warehouse configurations <../../warehouses_storage/inventory_management/warehouses>`
+   - :ref:`Incoming and outgoing shipments <inventory/receipts_delivery_one_step/wh>`
+   - :doc:`../../warehouses_storage/replenishment/resupply_warehouses`
+
+.. _inventory/routes/child-wh:
+
+# Create child warehouses
+
+Create at least two *child* warehouses to link to the virtual warehouse.
+
+> **important**:
+>    In order to take stock from multiple warehouses to fulfill a sales order, there needs to be at
+   least **two** warehouses acting as child locations of the virtual parent location warehouse.
+
+To do that, navigate to :menuselection:`Inventory app --> Configuration --> Warehouses`, click
+:guilabel:`Create`, and follow the :ref:`preceding instructions <inventory/routes/virtual-wh>` to
+configure the physical stock locations.
+
+.. example::
+
+   | **Parent Warehouse**
+   | :guilabel:`Warehouse`: `Virtual Warehouse`
+   | :guilabel:`Location`: `VWH/Stock`
+
+   | **Child Warehouses**
+   | :guilabel:`Warehouses`: `Warehouse A` and `Warehouse B`
+   | :guilabel:`Locations`: `WHA` and `WHB`
+
+   .. image:: stock_warehouses/parent-location.png
+      :align: center
+      :alt: Graphic of child locations 'WHA' and 'WHB' tied to the parent location.
+
+> **important**:
+>    While the virtual stock location will be changed to 'View' later, the :guilabel:`Location Type`
+   **must** be :guilabel:`Internal Location` at this point to :ref:`link the child warehouses
+   <inventory/routes/link-to-vwh>` in the next section.
+
+.. _inventory/routes/link-to-vwh:
+
+# Link child warehouses to virtual stock
+
+To set physical warehouses as child locations of the virtual location configured in the
+:ref:`previous step <inventory/routes/virtual-wh>`, navigate to :menuselection:`Inventory app -->
+Configuration --> Locations`.
+
+Remove any filters from the search bar. Then, click the physical warehouse :guilabel:`Location` that
+was previously created to be a child location (e.g. `WHA`), and click :guilabel:`Edit`.
+
+Change the :guilabel:`Parent Location` field from :guilabel:`Physical Locations` to the virtual
+warehouse's **stock location** (e.g. `VWH/Stock`) from the drop-down menu, and click
+:guilabel:`Save`.
+
+> **important**:
+>    To select the virtual warehouse's stock location in the :guilabel:`Parent Location` drop-down
+   menu, the parent warehouse stock location (e.g. `VWH/Stock`) **must**  have its
+   :guilabel:`Location Type` set to :guilabel:`Internal Location`.
+
+.. image:: stock_warehouses/configure-physical-wh.png
+   :align: center
+   :alt: Set the child warehouse's *Parent Location* to the virtual warehouse.
+
+Repeat the preceding steps to configure two or more child warehouses.
+
+Once complete, the virtual, parent warehouse (e.g. `VWH/Stock`) fulfills orders using stock from
+child warehouses (e.g. `WHA` and `WHB`), if there is insufficient stock in any one location.
+
+# Set virtual stock location as 'view'
+
+Set the virtual stock location's :guilabel:`Location Type` to :guilabel:`View`, as it is a
+non-existent location used to group various physical warehouses together.
+
+To do that, navigate to :menuselection:`Inventory app --> Configuration --> Locations`.
+
+Click the virtual warehouse's stock location (e.g. `VWH/Stock`) that was :ref:`previously created
+<inventory/routes/virtual-wh>`, from the :guilabel:`Locations` list.
+
+On the location form, under the :guilabel:`Additional Information` heading, set the
+:guilabel:`Location Type` to :guilabel:`View`. :guilabel:`Save` the changes.
+
+.. image:: stock_warehouses/set-location-type-view.png
+   :align: center
+   :alt: Warehouse location types in location creation screen.
+
+> **tip**:
+>    To view the total quantity across **all** linked child warehouses, go to the product form and
+   click the :guilabel:`On Hand` smart button.
+
+   .. image:: stock_warehouses/on-hand.png
+      :align: center
+      :alt: Display stock across all linked warehouses.
+
+# Example: sell products from a virtual warehouse
+
+To sell products from multiple warehouses using a virtual parent location, the database must have at
+least **two** warehouses configured — with at least **one** product, with quantity on-hand in each
+warehouse, respectively.
+
+.. example::
+   The following product, `Toy soldier`, is available at each location with the quantities:
+
+   - `WHA/Stock` : 1
+   - `WHB/Stock` : 2
+   - Warehouses `WHA` and `WHB` are child warehouses of the virtual warehouse `VWH`.
+
+Create a quotation for the product by navigating to the :menuselection:`Sales` app and clicking
+:guilabel:`Create`. On the quote, add a :guilabel:`Customer`, and click :guilabel:`Add a product` to
+add the two products stored in the two warehouses.
+
+Then, click the :guilabel:`Other Info` tab on the sales order form. Under the :guilabel:`Delivery`
+section, change the :guilabel:`Warehouse` field value to the virtual warehouse that was
+:ref:`previously created <inventory/routes/virtual-wh>`. Next, :guilabel:`Confirm` the sales order.
+
+.. image:: stock_warehouses/set-virtual-wh.png
+   :align: center
+   :alt: Set virtual warehouse as the *Warehouse* field in sales order's *Other Info* tab.
+
+Then, click the :guilabel:`Delivery` smart button. From the warehouse delivery form, confirm that
+the :guilabel:`Source Location` value matches the :guilabel:`Warehouse` field value from the sales
+order. Both should list the virtual warehouse location.
+
+Finally, on the warehouse delivery form, under the :guilabel:`Detailed Operations` tab, confirm that
+the :guilabel:`Locations` in the :guilabel:`From` column for each product match the child locations
+that are tied to the virtual parent location.
+
+.. image:: stock_warehouses/delivery-order.png
+   :align: center
+   :alt: Delivery order with matching source and child locations.
+
+> **important**:
+>    The :guilabel:`Source Location` on the warehouse delivery form, and the :guilabel:`Warehouse`
+   under the :guilabel:`Other Info` tab on the sales order, **must** match for products in the sales
+   order to be pulled from different warehouses.
+
+  - If the virtual warehouse is not in the :guilabel:`Source Location` field on the warehouse
+    delivery form, retry product reservation by:
+
+    - Running the scheduler: turn on :ref:`developer mode <developer-mode>`, and then go to
+      :menuselection:`Inventory app --> Operations --> Run Scheduler`.
+    - Clicking :guilabel:`Check Availability` on the delivery order.
+  - If the virtual warehouse is **not** assigned to the :guilabel:`Warehouse` field on the sales
+    order, then cancel it, and create a new sales order with the virtual warehouse set in the
+    :guilabel:`Warehouse` field.
+  - If the :guilabel:`Warehouse` field is missing on the sales order form, then the multiple child
+    warehouses may not have been set up correctly. Review the :ref:`previous section
+    <inventory/routes/child-wh>` to ensure the correct settings.
+
+> **tip**:
+>    To use a virtual *parent* location as the default warehouse for sales orders, each salesperson
+   should have the virtual warehouse assigned to them from the drop-down menu next to
+   :guilabel:`Default Warehouse` on their employee form.
+
+   .. image:: stock_warehouses/stock-warehouses-employee-form.png
+      :align: center
+      :alt: Default warehouse location on employee form.