diff --git a/content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst b/content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst index 9a504eae24..6c0bf4afc6 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst @@ -22,58 +22,57 @@ Configuration To use different units of measure in Odoo, first go to :menuselection:`Inventory app --> Configuration --> Settings`, and under the :guilabel:`Products` section, activate the -:guilabel:`Units of Measure` setting. Then, click :guilabel:`Save`. +:guilabel:`Units of Measure & Packagings` setting. Then, click :guilabel:`Save`. .. image:: uom/uom-enable-setting.png - :align: center - :alt: Enable Units of Measure in the Inventory settings. + :alt: Enable Units of Measure & Packagings in the Inventory settings. -Units of measure categories -=========================== +Configure units of measure +========================== -After enabling the *Units of Measure* setting, view the default units of measure categories in -:menuselection:`Inventory app --> Configuration --> UoM Categories`. The category is important for -unit conversion; Odoo can convert a product's units from one unit to another **only** if both units -belong to the same category. +To set units of measure on a product, first go to :menuselection:`Inventory app --> Products --> +Products` and select a product to open its product form page. -.. image:: uom/category.png - :align: center - :alt: Set units of measure categories. +Inventory unit of measure +------------------------- -Each units of measure category has a reference unit. The reference unit is highlighted in blue in -the :guilabel:`Uom` column of the :guilabel:`Units of Measure Categories` page. Odoo uses the -reference unit as a base for any new units. +The inventory unit of measure specifies how inventory is measured. For example, track inventory of +blue fabric in yards. This unit of measure is also used to track internal transfers. -To create a new unit, first select the correct category from the :guilabel:`Units of Measure -Categories` page. For example, to sell a product in a box of six units, click the :guilabel:`Unit` -category line. Then, on the category page that appears, click :guilabel:`Add a line` in the -:guilabel:`Units of Measure` tab. Then, in the :guilabel:`Unit of Measure` field, title the new -unit, such as `Box of 6`, then in the :guilabel:`Type` field, select the appropriate size reference, -such as :guilabel:`Bigger than the reference Unit of Measure`. +To specify what unit the product is inventoried in, update the second field of the :guilabel:`Sales +Price` or :guilabel:`Cost` fields. -If applicable, enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by -GS1 `_, that **must** be purchased in order to use. +.. image:: uom/inventory-uom.png + :alt: Edit the inventory unit of measure in the "Sales Price" or "Cost" fields. -In the :guilabel:`Ratio` field, enter how many individual units are in the new |UOM|, such as -`6.00000` when using the example of the `6-Pack` (since a box of six is six times *bigger* than the -reference unit, `1.00000`). +.. important:: + The :guilabel:`Sales Price` and :guilabel:`Cost` units of measure cannot be updated + independently of each other. When one unit of measure is updated, the other unit of measure + automatically updates to use the same unit of measure. -.. image:: uom/convert-products-by-unit.png - :align: center - :alt: Convert products from one unit to another as long as they belong to the same category. +Sales unit of measure (packagings) +---------------------------------- -Specify a product's units of measure -==================================== +Units of measure that the product is sold in are considered packagings. To define these packagings, +open the :guilabel:`Sales` tab of the product, and then in the :guilabel:`Upsell & Cross-Sell` +section, add a packaging to the :guilabel:`Packagings` field. Multiple packagings can be specified +for each product. -To set units of measure on a product, first go to :menuselection:`Inventory app --> Products --> -Products` and select a product to open its product form page. +.. image:: uom/sales-uom.png + :alt: Add a packaging to the "Sales" tab of the product. + +.. seealso:: + :doc:`Packaging ` + +Purchase unit of measure +------------------------ -In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of Measure` field to specify -the unit of measure that the product is sold in. The specified unit is also the unit used to keep -track of the product's inventory and internal transfers. +Units of measure that the product is purchased in are defined in the :guilabel:`Purchase` tab of the +product. Purchase orders can be created in these units of measure after they are defined in the +vendor price list. -Edit the :guilabel:`Purchase UoM` field to specify the unit of measure that the product is purchased -in. +.. image:: uom/purchase-uom.png + :alt: Specify a purchase unit of measure in the "Purchase" tab. .. _inventory/product_replenishment/unit-conversion: @@ -99,8 +98,10 @@ This occurs in various scenarios, including: Buy products in the purchase UoM -------------------------------- -When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo automatically uses the -product's specified purchase unit of measure. If needed, manually edit the :guilabel:`UoM` value on +When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo pulls the unit that the +vendor prefers to use, defined in the :guilabel:`Unit` field of the vendor line in the +:guilabel:`Purchase` tab of the product. The unit the vendor prefers **can** be different from the +unit your company prefers to use. If needed, manually edit the :guilabel:`Unit` value on the |RFQ|. After the |RFQ| is confirmed into a |PO|, click the :guilabel:`Receipt` smart button at the top of @@ -110,33 +111,31 @@ Odoo automatically converts the purchase unit of measure into the product's sale measure, so the :guilabel:`Demand` column of the delivery receipt shows the converted quantity. .. example:: - When the product's purchase :guilabel:`UoM` is `Box of 6`, and its sales/inventory unit of - measure is `Units`, the |PO| shows the quantity in boxes of six, and the receipt (and other - internal warehouse documents) shows the quantity in units. + When the product's purchase :guilabel:`Unit` is `m` (meters), and its inventory unit of + measure is `yard`, the |PO| shows the quantity in meters, and the receipt (and other + internal warehouse documents) shows the quantity in yards. .. figure:: uom/on-po.png - :align: center :alt: Image of a purchase order that is using the purchase unit of measure. - An order of three quantities is placed using the purchase "UoM": `Box of 6`. + An order of 10 quantities is placed using the purchase "Unit": `m`. .. figure:: uom/on-receipt.png - :align: center :alt: Image of receipt displaying the unit of measure. - Upon warehouse receipt, the recorded quantities are in the internal "Unit of Measure": - `Units`. + Upon warehouse receipt, the recorded quantities are in the internal "Unit": `yards`. .. _inventory/product_replenishment/replenish: Replenishment ------------- -A request for quotation for a product can also be generated directly from the product form using -the :guilabel:`Replenish` button. +A request for quotation for a product can also be generated directly from the product's +:guilabel:`Forecasted Report` using the :guilabel:`Replenish` button. To open the Forecasted Report, +click the :guilabel:`Forecasted` smart button on the product form. -After clicking :guilabel:`Replenish`, a replenish assistant box pops up. The purchase unit of -measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click +After clicking :guilabel:`Replenish`, a :guilabel:`Product Replenish` box pops up. The purchase unit +of measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click :guilabel:`Confirm` to create the |RFQ|. .. important:: @@ -144,13 +143,11 @@ measure can be manually edited in the :guilabel:`Quantity` field, if needed. The product form's :guilabel:`Purchase` tab. .. image:: uom/replenish.png - :align: center - :alt: Click Replenish button to manually replenish. + :alt: Click the Confirm button to manually replenish. -Navigate to the created |PO| by clicking the :guilabel:`Forecasted` smart button on the product -form. Scroll down to the :guilabel:`Forecasted Inventory` section, and in the :guilabel:`Requests -for quotation` line, click the |RFQ| reference number to open the draft |RFQ|. If necessary, the -purchase |UOM| can be edited directly on the |PO|. +Navigate to the created |PO| by scrolling down to the :guilabel:`Forecasted Inventory` section, and +in the :guilabel:`Requests for quotation` line, click the |RFQ| reference number to open the draft +|RFQ|. If necessary, the purchase |UOM| can be edited directly on the |PO|. .. _inventory/product_replenishment/sell-in-uom: @@ -158,13 +155,44 @@ Sell in a different UoM ----------------------- When creating a new quotation in the *Sales* app, Odoo automatically uses the product's specified -unit of measure. If needed, the :guilabel:`UoM` can be manually edited on the quotation. +unit of measure. If needed, the :guilabel:`Unit` can be manually edited on the quotation. After the quotation is sent to the customer, and confirmed into a sales order (SO), click the :guilabel:`Delivery` smart button at the top of the |SO|. Odoo automatically converts the unit of measure into the product's inventory unit of measure, so the :guilabel:`Demand` column of the delivery shows the converted quantity. -For example, if the product's |UOM| on the |SO| was changed to `Box of 6`, but its inventory unit of -measure is `Units`, the |SO| shows the quantity in boxes of six, and the delivery shows the quantity -in units. +.. example:: + When the product's sales :guilabel:`Unit` is `m` (meters), and its inventory unit of + measure is `yard`, the |SO| shows the quantity in meters, and the delivery (and other + internal warehouse documents) shows the quantity in yards. + + .. figure:: uom/on-so.png + :alt: Sales order that is using the sales unit of measure. + + An order of 5 quantities is placed using the sales "Unit": `m`. + + .. figure:: uom/on-delivery.png + :alt: Delivery displaying the inventory unit of measure. + + Upon warehouse delivery, the recorded quantities are in the internal "Unit": + `yards`. + +Create custom units of measure +============================== + +Create custom units of measure by going to :menuselection:`Inventory app --> Configuration --> Units +& Packagings`. Each unit of measure can also use a reference unit to convert between different units +of measure. + +To create a new unit, click the :guilabel:`New` button. Specify a unit name. If you want to convert +between units, specify a quantity and a reference unit of measure to convert between. If applicable, +enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by +GS1 `_, that **must** be purchased in order to use. + +.. example:: + You will be purchasing fabric in terms of yards or meters. 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