[IMP] barcode: update transfers scratch doc

Author: brse-odoo

content/applications/inventory_and_mrp/inventory/barcode/operations/transfers_scratch.rst

@@ -1,17 +1,220 @@
+==========================================
+Create and process transfers with barcodes
+==========================================
+
+The *Barcode* app can be used to process internal transfers for all types of products, including
+transfers for products tracked using lots or serial numbers. Transfers can be created from scratch
+in real time using an Odoo-compatible barcode scanner or the Odoo mobile app.
+
+For a list of Odoo-compatible barcode mobile scanners, and other hardware for the *Inventory* app,
+refer to the `Odoo Inventory • Hardware page <https://www.odoo.com/app/inventory-hardware>`_.
+
+Enable Barcode app
+==================
+
+To use the *Barcode* app to process transfers, it must be installed by enabling the feature from the
+settings of the *Inventory* app.
+
+To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
+to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner`
+feature.
+
+Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
+
+When the page has refreshed, new options are displayed under the :guilabel:`Barcode Scanner`
+feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either
+:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The
+nomenclature selected changes how scanners interpret barcodes in Odoo.
+
+There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of
+:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet.
+
+.. image:: transfers_scratch/transfers-scratch-enabled-barcode-setting.png
+   :align: center
+   :alt: Enabled Barcode feature in Inventory app settings.
+
+For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your
+barcode scanner </applications/inventory_and_mrp/inventory/barcode/setup/hardware>` and
+:doc:`Activate the Barcodes in Odoo
+</applications/inventory_and_mrp/inventory/barcode/setup/software>` documentation pages.
+
+Scan barcodes for internal transfers
+====================================
+
+To create and process internal transfers for products in a warehouse, the :guilabel:`Storage
+Locations` and :guilabel:`Multi-Step Routes` features **must** be enabled.
+
+To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
+to the :guilabel:`Warehouse` section, and click the checkboxes next to :guilabel:`Storage Locations`
+and :guilabel:`Multi-Step Routes`.
+
+Then, click :guilabel:`Save` at the top of the page to save changes.
+
+Create an internal transfer
+---------------------------
+
+To process existing internal transfers, there first needs to be an internal transfer created, and an
+operation to process.
+
+To create an internal transfer, navigate to the :menuselection:`Inventory app`. From the
+:guilabel:`Inventory Overview` dashboard, locate the :guilabel:`Internal Transfers` card, and click
+on the :guilabel:`0 To Process` button.
+
+Then, click :guilabel:`Create` in the top left of the resulting page. This navigates to a new
+:guilabel:`Internal Transfer` form.
+
+On this blank form, the :guilabel:`Operation Type` is automatically listed as :guilabel:`Internal
+Transfers`. Under that field, the :guilabel:`Source Location` and :guilabel:`Destination Location`
+are set as :guilabel:`WH/Stock` by default, but can be changed to whichever locations the products
+are being moved from, and moved to.
+
+.. image:: transfers_scratch/transfers-scratch-internal-transfer-form.png
+   :align: center
+   :alt: Blank internal transfer form with source location and destination location.
+
+Once the desired locations have been selected, products can be added to the transfer. On the
+:guilabel:`Product` line under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and
+select the desired product(s) to add to the transfer.
+
+Once ready, click :guilabel:`Save` at the top of the form to save the new internal transfer. Once
+saved, click the :guilabel:`Detailed Operations` icon (four lines, at the far right of the
+:guilabel:`Product` line) to open the :guilabel:`Detailed Operations` pop-up window.
+
+.. image:: transfers_scratch/transfers-scratch-detailed-operations-popup.png
+   :align: center
+   :alt: Internal transfer detailed operations pop-up window.
+
+From the pop-up, click :guilabel:`Add a line`.
+
+Then, in the :guilabel:`To` column, change the location from :guilabel:`WH/Stock` to a different
+location, where the products should be moved.
+
+Next, in the :guilabel:`Done` column, change the quantity to the desired quantity to transfer. Once
+ready, click :guilabel:`Confirm` to close out the pop-up window.
+
+Scan barcodes for internal transfer
+-----------------------------------
+
+To process and scan barcodes for internal transfers, navigate to the :menuselection:`Barcode app`.
+
+Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
+options is presented.
+
+To process internal transfers, click on the :guilabel:`Operations` button at the bottom of the
+screen. This navigates to an :menuselection:`Operations` overview page.
+
+.. image:: transfers_scratch/transfers-scratch-barcode-app.png
+   :align: center
+   :alt: Barcode app start screen with scanner.
+
+From this page, locate the :guilabel:`Internal Transfers` card, and click the :guilabel:`# To
+Process` button to view all outstanding internal transfers. Then, select the desired operation to
+process. This navigates to the barcode transfer screen.
+
+.. note::
+   When using the *Barcode* app without the *Inventory* app (**only** if using a barcode scanner or
+   the Odoo mobile app), the barcodes for each transfer of a corresponding operation type can be
+   scanned to be processed easily.
+
+   Once scanned, the products that are part of an existing transfer can be scanned, and new products
+   can be added to the transfer, as well. Once all products have been scanned, validate the transfer
+   to proceed with the stock moves.
+
+From this screen, an overview of all products to process within that specific internal transfer
+(**WH/INT/000XX**) is shown. At the bottom of the screen, there are options to :guilabel:`Add
+Product` or :guilabel:`Validate`, depending on if products need to be added to the operation, or if
+the whole operation should be validated at once.
+
+.. image:: transfers_scratch/transfers-scratch-receipts-overview.png
+   :align: center
+   :alt: Overview of receipts in transfer to scan.
+
+Then, scan the barcode of the product to process the internal transfer.
+
+Or, to process and scan each product individually, choose a specific product line. The
+:guilabel:`+ 1` button can be clicked to add additional quantity of that product to the transfer, or
+the :guilabel:`pencil icon` can be clicked to open a new screen to edit that product line.
+
+In the product's pop-up window, the product and the units to process is displayed with a number pad.
+Under the product name, the :guilabel:`Quantity` line can be edited. Change the number in the line
+to the quantity listed to be transferred on the internal transfer form.
+
+.. example::
+   In the internal transfer operation `WH/INT/000XX`, `50 Units` of the `Transfer Product` is
+   moved from `WH/Stock` to `WH/Stock/Shelf 1`. `[TRANSFER_PROD]` is the :guilabel:`Internal
+   Reference` set on the product form. Scan the barcode of the `Transfer Product` to receive one
+   unit. Afterwards, click the :guilabel:`pencil icon` to manually enter the transferred quantities.
+
+   .. image:: transfers_scratch/transfers-scratch-product-line-editor.png
+      :align: center
+      :alt: Product line editor for individual transfer in Barcode app.
+
+Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract
+quantity of the product, and the number keys can be used to add quantity, as well.
+
+Below the number keys are the two :guilabel:`location` lines, which read whichever locations were
+previously specified on the internal transfer form, in this case `WH/Stock` and `WH/Stock/Shelf 1`.
+Click these lines to reveal a drop-down menu of additional locations to choose from.
+
+Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
+
+Then, from the overview page with all products to process within that transfer (**WH/INT/000XX**),
+click :guilabel:`Validate`. The receipt has now been processed, and the *Barcode* app can be closed
+out.
+
+.. tip::
+   The *Barcode* app can also be used to scan products in internal transfers containing unique lot
+   numbers and serial numbers.
+
+   From the barcode transfer screen, scan the barcode of a lot or serial number, and Odoo
+   automatically increases the quantity of the product to the quantity recorded in the database. If
+   the same lot or serial number is shared between different products, scan the product barcode
+   first, then the barcode of the lot/serial number.
+
+Create a transfer from scratch
 ==============================
-Create a Transfer from Scratch
-==============================
 
-To create a transfer from the *Barcode* application, you first need to
-print the operation type barcodes. To do so, you can download the
-*Stock barcode sheet* from the home page of the app.
+In addition to processing and scanning barcodes for existing, previously-created internal transfers,
+the *Barcode* app can also be used to create transfers from scratch, simply by scanning a printed
+operation type barcode.
+
+.. admonition:: Did you know?
+
+   Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app.
+   These can be used for testing purposes, and can be printed from the home screen of the app. To
+   access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock
+   barcodes sheet` (bolded and highlighted in blue) in the information pop-up above the scanner.
+
+   .. image:: transfers_scratch/transfers-scratch-demo-data.png
+      :align: center
+      :alt: Demo data prompt pop-up on Barcode app main screen.
+
+To do this, first navigate to the :menuselection:`Barcode app`. Once inside the *Barcode* app, a
+:guilabel:`Barcode Scanning` screen displaying different options is presented.
+
+From this screen, when using a USB or bluetooth barcode scanner, directly scan the product barcode.
+
+When using a smartphone as the barcode scanner, click the :guilabel:`Tap to Scan` button (next to
+the camera icon, at the center of the screen). This opens a :guilabel:`Barcode Scanner` pop-up
+screen that enables the camera of the device being used.
+
+Face the camera toward the printed operation type barcode to scan it. Doing so processes the
+barcode, and navigates to a barcode transfer screen.
+
+From this screen, an overview of all products to process within that specific internal transfer
+(**WH/INT/000XX**) is shown. Since this is a new transfer created from scratch, however, there
+should not be any products listed on the page.
+
+To add products, scan the product barcode. If the barcode is not available, manually enter the
+product into the system by clicking the :guilabel:`Add Product` button at the bottom of the screen,
+and add the products and product quantities that should be transferred.
 
-.. image:: transfers_scratch/transfers_scratch_01.png
-    :align: center
+Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
 
-Once done, you can scan the one for which you want to create a new
-document. Then, an empty document will be created and you will be able
-to scan your products to populate it.
+.. image:: transfers_scratch/transfers-scratch-blank-product-editor.png
+   :align: center
+   :alt: Blank product editor in scratch internal transfer.
 
-.. image:: transfers_scratch/transfers_scratch_02.png
-    :align: center
+Then, from the overview page with all products to process within that transfer (**WH/INT/000XX**),
+click :guilabel:`Validate`. The internal transfer has now been processed, and the *Barcode* app can
+be closed out.