diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst index 55ac4d4390..d4caf1581e 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst @@ -9,11 +9,11 @@ Sometimes, products in a company's warehouse stock might be found to be damaged the point of being reparable. If it is not possible to repair the product, or return the product to a vendor, it can be scrapped. -Odoo *Inventory* allows users to scrap inventory, designating goods or materials that are no longer -usable or sellable for disposal (or recycling). +Odoo **Inventory** allows users to scrap inventory, designating goods or materials that are no +longer usable or sellable for disposal (or recycling). Scrapping inventory in a database helps stock counts remain accurate, by removing scrapped products -from physical inventory, and placing it in a virtual scrap location (*Virtual Locations/Scrap*). +from physical inventory, and placing it in a virtual scrap location (*Inventory adjustment*). .. note:: *Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are @@ -34,42 +34,38 @@ scrapped from inventory. In the :guilabel:`Quantity` field, change the value to product that should be scrapped (by default, this value is set to `1.00`). .. image:: scrap_inventory/scrap-inventory-new-scrap-order.png - :align: center :alt: Filled out new scrap order form with product details. +If the product is tracked by lot or serial number, specify the tracking number in the +:guilabel:`Lot/Serial Numbers` field. + The :guilabel:`Source Location` defaults to the location where the product is currently stored. The -:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Virtual -Locations/Scrap`). Either of these locations can be changed by selecting a different location from -their respective drop-down menus. +:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Inventory +adjustment`). Either of these locations can be changed by selecting a different location from their +respective drop-down menus. -If the scrapping is tied to a specific existing operation, specify the operation in the -:guilabel:`Source Document` field. +.. note:: + The location fields only display when :guilabel:`Storage Locations` is enabled in + :menuselection:`Inventory app --> Configuration --> Settings`. The :guilabel:`Company` field displays the company whose warehouse this product belongs to. If a replenishment rule is set up for the product being scrapped, and if the product should be -replenished, tick the checkbox for :guilabel:`Replenish Quantities`. - -Once ready, click :guilabel:`Validate` to complete the new |SP|. Once validated, a -:guilabel:`Product Moves` smart button appears at the top of the form. Click the smart button to -view the details of the scrap operation. +replenished, tick the checkbox for :guilabel:`Should Replenish`. -.. image:: scrap_inventory/scrap-inventory-product-moves-button.png - :align: center - :alt: Product Moves smart button on new scrap order form. +Once ready, click :guilabel:`Confirm` to complete the new |SP|. .. tip:: To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory - app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the - :guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations. + app --> Reporting --> Moves History`. This report is only available to users with :doc:`admin + access <../../../../general/users/access_rights>`. - Select the :guilabel:`Virtual Locations/Scrap` location. From the :guilabel:`Scrap` location's - form, click the :guilabel:`Current Stock` smart button, at the top of the form. + On the :guilabel:`Moves History` page, click in the :guilabel:`Search` field, then select + :menuselection:`Filters --> Scrapped`. A list of all scrapped products, and their quantities, is displayed. - .. image:: scrap_inventory/scrap-inventory-current-stock.png - :align: center - :alt: Current Stock list of all scrapped products in virtual scrap location. + .. image:: scrap_inventory/moves-history-scrapped.png + :alt: List of all scrapped products in Moves History report. Scrap from an existing operation ================================ @@ -80,11 +76,10 @@ operation. To scrap a product during an operation, navigate to the :menuselection:`Inventory app`. From the :guilabel:`Inventory Overview`, click the :guilabel:`# To Process` button on an operation's task -card (i.e. the :guilabel:`Receipts` task card). +card (for example, click :guilabel:`5 to Receive` on the :guilabel:`Receipts` card). -.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png - :align: center - :alt: # To Process button on Receipts task card on Inventory Overview page. +.. image:: scrap_inventory/inventory-overview.png + :alt: # To Receive button on Receipts task card on Inventory Overview page. Then, select an operation to process from the resulting list of existing orders. Doing so opens that operation's form. @@ -92,25 +87,74 @@ operation's form. Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window. -.. image:: scrap_inventory/scrap-inventory-popup-window.png - :align: center +.. image:: scrap_inventory/scrap-products-receipt.png :alt: Scrap Products pop-up window on operation form. From this pop-up window, click the drop-down menu in the :guilabel:`Product` field, and select the -products from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity` -field, if necessary. +product from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity` +field. If the :guilabel:`Product` selected is tracked using a lot or serial number, a :guilabel:`Lot/Serial` field appears. Specify the tracking number in that field. The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be changed, if needed. If a replenishment rule is set up for the product being scrapped, and if the product should be -replenished, tick the checkbox for :guilabel:`Replenish Quantities`. +replenished, tick the checkbox for :guilabel:`Should Replenish`. -Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart button appears at the top -of the operation form. Click this smart button to view the details of all scrap orders created from -this specific operation. +Once ready, click :guilabel:`Confirm`. A :icon:`fa-arrows-v` :guilabel:`Scraps` smart button appears +at the top of the operation form. Click this smart button to view the details of all scrap orders +created from this specific operation. -.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png - :align: center +.. image:: scrap_inventory/scraps-smart-button-delivery.png :alt: Scraps smart button showing all scrap orders from operation. + +Scrap from a lot or serial number +================================= + +Scrap orders (SPs) can also be created from lots or serial numbers. + +To scrap a product with a lot or serial number, open :menuselection:`Inventory app --> Products --> +Lots/Serial Numbers`. Open a lot or serial number from the list. On the :guilabel:`Lot/Serial +Number` form, click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :guilabel:`Scrap`. This +opens a form to scrap the product. + +In the form, verify that the correct :guilabel:`Product` is selected. Specify the +:guilabel:`Quantity` of products that should be scrapped. Verify that the :guilabel:`Lot/Serial +Numbers` value is correct. Specify a :guilabel:`Scrap Reason`. If a replenishment rule is set up for +the product being scrapped, and if the product should be replenished, select the :guilabel:`Should +Replenish` check box. + +The :guilabel:`Source Location` defaults to the location where the product is currently stored. The +:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Inventory +adjustment`). Either of these locations can be changed by selecting a different location from their +respective drop-down menus. + +.. note:: + The location fields only display when :guilabel:`Storage Locations` is enabled in + :menuselection:`Inventory app --> Configuration --> Settings`. + +.. image:: scrap_inventory/scrap-inventory-lot-serial-number.png + :alt: Filled out lot or serial number scrap order form with product details. + +Once ready, click :guilabel:`Confirm`. + +After the scrap is created, follow the breadcrumbs back to the :guilabel:`Lot/Serial Number` form. A +:icon:`fa-trash` :guilabel:`Scraps` smart button appears at the top of the :guilabel:`Lot/Serial +Number` form. + +.. image:: scrap_inventory/lot-serial-number-scrap-button.png + :alt: Find scraps from the Lot/Serial Number form. + +Revert a scrap +============== + +Revert a scrap from the :guilabel:`Moves History` report. + +.. note:: + This report is only available to users with :doc:`admin access + <../../../../general/users/access_rights>`. + +Open :menuselection:`Inventory app --> Reporting --> Moves History`. + +Select the check box next to the scrap operation to revert. 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+++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst @@ -2,7 +2,7 @@ Moves history report ==================== -The *Moves History* report in Odoo *Inventory* provides a detailed record of product movements +The *Moves History* report in Odoo **Inventory** provides a detailed record of product movements (containing past and current locations), lot numbers, and reasons for movement. Reports can be generated for any time frame, making this report essential for analyzing stock levels, monitoring inventory turnover, and identifying any discrepancies in inventory. @@ -61,6 +61,7 @@ relevant information - :guilabel:`Internal`: displays move records from one internal location to another. - :guilabel:`Manufacturing`: shows records where products were produced from the virtual, production :doc:`location <../inventory_management/use_locations>`. + - :guilabel:`Scrapped`: shows records where products have been scrapped. - :guilabel:`Date`: select this drop-down menu to access various date filter options and view stock moves from a specific month, quarter, or year. - :guilabel:`Last 30 Days`: show records that occurred in the last thirty days.