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| 1 | +========================= |
| 2 | +Create a second warehouse |
| 3 | +========================= |
| 4 | + |
| 5 | +A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set |
| 6 | +up multiple warehouses and transfer stored items between them. |
| 7 | + |
| 8 | +By default, the Odoo platform has one warehouse that is already configured, with the address set as |
| 9 | +the company's address. To create a second warehouse, select :menuselection:`Configuration --> |
| 10 | +Warehouses`, then click :guilabel:`Create` and configure the form as follows: |
| 11 | + |
| 12 | +- :guilabel:`Warehouse`: the full name of the warehouse |
| 13 | +- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name |
| 14 | + for the default warehouse in Odoo is **WH** |
| 15 | +- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns |
| 16 | + the Odoo database or the company of a customer or vendor |
| 17 | +- :guilabel:`Address`: the address where the warehouse is located |
| 18 | + |
| 19 | +.. important:: |
| 20 | + The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in |
| 21 | + :menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more |
| 22 | + information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules |
| 23 | + <use-routes>`. |
| 24 | + |
| 25 | +- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments |
| 26 | + should follow |
| 27 | +- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse |
| 28 | +- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse |
| 29 | +- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside |
| 30 | + the warehouse |
| 31 | +- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the |
| 32 | + warehouse |
| 33 | +- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being |
| 34 | + created |
| 35 | + |
| 36 | +.. image:: create_a_second_warehouse/new-warehouse-configuration.png |
| 37 | + :align: center |
| 38 | + :alt: A filled out form for creating a new warehouse. |
| 39 | + |
| 40 | +.. important:: |
| 41 | + Creating a second warehouse will automatically enable the *Storage Locations* setting, which |
| 42 | + allows location tracking of products within a warehouse. To toggle this setting, navigate to |
| 43 | + :menuselection:`Configuration --> Settings` and click the checkbox under the |
| 44 | + :guilabel:`Warehouse` heading. |
| 45 | + |
| 46 | +After filling out the form, click :guilabel:`Save` and the new warehouse will be created. |
| 47 | + |
| 48 | +Add inventory to a new warehouse |
| 49 | +================================ |
| 50 | + |
| 51 | +If a new warehouse is created that has existing inventory in it, the inventory counts should be |
| 52 | +added to Odoo so that the stock listed in the Odoo database reflects what is in the physical |
| 53 | +warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory --> |
| 54 | +Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment |
| 55 | +form can then be filled out as follows: |
| 56 | + |
| 57 | +- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to |
| 58 | + by |
| 59 | +- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse |
| 60 | + and any locations within it that inventory will be added to |
| 61 | +- :guilabel:`Products`: include all products that will be added to inventory or leave blank to |
| 62 | + select any product during the next step |
| 63 | +- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect |
| 64 | + inventory adjustments for new warehouses since they have no existing inventory |
| 65 | +- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the |
| 66 | + inventory |
| 67 | +- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a |
| 68 | + customer or vendor |
| 69 | +- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added |
| 70 | + should default to stock on hand or zero; does not affect inventory adjustments for new warehouses |
| 71 | + since they have no existing inventory |
| 72 | + |
| 73 | +.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png |
| 74 | + :align: center |
| 75 | + :alt: A filled out form for an inventory adjustment. |
| 76 | + |
| 77 | +Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next |
| 78 | +page where products can be added to the inventory adjustment. Add a new product by clicking on |
| 79 | +:guilabel:`Create` and then fill out the product line as follows: |
| 80 | + |
| 81 | +- :guilabel:`Product`: the product being added to inventory |
| 82 | +- :guilabel:`Location`: the location where the product is currently stored in the new warehouse; |
| 83 | + this can be set as the overall warehouse or a location within the warehouse |
| 84 | +- :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to |
| 85 | + identify it |
| 86 | +- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory |
| 87 | + is being adjusted; this should be zero for a new location or warehouse |
| 88 | +- :guilabel:`Counted`: the amount of the product that is being added to inventory |
| 89 | +- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will |
| 90 | + automatically update to reflect the value entered in the :guilabel:`Counted` column |
| 91 | +- :guilabel:`UoM`: the unit of measure used for counting the product |
| 92 | + |
| 93 | +.. image:: create_a_second_warehouse/product-line-configuration.png |
| 94 | + :align: center |
| 95 | + :alt: Include a line for each product being added to inventory. |
| 96 | + |
| 97 | +After adding all the products already stored in the new warehouse, click :guilabel:`Validate |
| 98 | +Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will |
| 99 | +update to reflect those in the :guilabel:`Counted` column and the products added will appear in the |
| 100 | +inventory of the new warehouse. |
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