diff --git a/content/applications/inventory_and_mrp/inventory/management.rst b/content/applications/inventory_and_mrp/inventory/management.rst index f1727d3acf..f000f8fb75 100644 --- a/content/applications/inventory_and_mrp/inventory/management.rst +++ b/content/applications/inventory_and_mrp/inventory/management.rst @@ -10,10 +10,10 @@ Warehouse Management management/products management/warehouses - management/replenishment_strategies + management/inventory_adjustments management/delivery management/incoming management/misc management/planning management/lots_serial_numbers - management/reporting \ No newline at end of file + management/reporting diff --git a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments.rst similarity index 59% rename from content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst rename to content/applications/inventory_and_mrp/inventory/management/inventory_adjustments.rst index 5d385d132e..a4c896ed46 100644 --- a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst +++ b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments.rst @@ -8,4 +8,5 @@ Inventory Adjustment :titlesonly: :glob: - replenishment_strategies/virtual_warehouses \ No newline at end of file + inventory_adjustments/count_products + inventory_adjustments/cycle_counts diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst new file mode 100644 index 0000000000..a34483acdc --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst @@ -0,0 +1,96 @@ +===================== +Inventory Adjustments +===================== + +Inventory adjustments can be accessed through :menuselection:`Inventory --> Operations --> +Inventory Adjustments`. +The report has all products currently in the stock. Each line is a unique combination of +- Location +- Product +- Lot/Serial +- Package +- Owner + + +Add new product in your stock +============================= + +To add a line, just hit *Create* and fill in product and counted quantity fields then press +`tab` or click *Save* + +.. image:: count_products/create-line.png + :align: center + :alt: apply all wizzard allows to change reason and accounting date + +At this stage, the count is recorded but not yet *applied*. Meaning the quantity on hand is +not yet updated. + +Just press *Apply* on the line or button *Apply All* button on the top of the screen. + +*Apply All* allows to edit the reason to use for the adjustments applied + + +.. image:: count_products/apply-all.png + :align: center + :alt: apply all wizzard allows to change reason + +Count products +============== + +Counting products is a recurring activity in a warehouse. It often happens that theoric +stock levels are not correct and must be amended. + +If a count is correct, press on *set*, it will copy the on hand quantity in the counted +quantity. Applying such line will record a move in the history with a 0 quantity. + +If the count is different, record it in the counted quanditity field. Applying such line +will record a move with the difference in tin the history. + +.. image:: count_products/history.png + :align: center + :alt: history of moves + +.. note:: + It happens that users count but apply only later. In the meantime, transfers of + a counted product can occur. In such case quanities counted and on hand are not + consistant with the difference. When applying such line, Odoo will ask if you + want to keep the difference and the count. + +Plan counts +=========== + +On each line there is: +- *Scheduled Date*: it's the date at which a count should be made. +- *User*: it's the person in charge of the count. +- *Accounting Date*: this is the date at which the adjustments will be accounted. The + column is hidden by default. + +.. image:: count_products/plan.png + :align: center + :alt: history of moves + +.. important:: + In the barcode app, you will only see counts to make assigned to you, scheduled + for today or earlier. + +If you want to plan big counts, the easiest way is to select some lines, then hit +**Request A Count***. There you can select who will count and when. You can also +prefill the quantity with the on hand quantity. + +.. image:: count_products/request-count.png + :align: center + :alt: history of moves + +.. tip:: + The report offers a lot of filters that you can use to make your selection + +By default, after an adjustment is applied, the scheduled date for the next +count is the 31st of december of the current year. This is a setting that can +be modified in :menuselection:`Inventory --> Configuration --> Settings`. +under the setting **Annual Inventory Day and Month** + +.. image:: count_products/annual-inventory.png + :align: center + :alt: history of moves + + diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/annual-inventory.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/annual-inventory.png new file mode 100644 index 0000000000..9347dd7c10 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/annual-inventory.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/apply-all.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/apply-all.png new file mode 100644 index 0000000000..d192f39768 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/apply-all.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/create-line.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/create-line.png new file mode 100644 index 0000000000..cfa924673a Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/create-line.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/history.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/history.png new file mode 100644 index 0000000000..50ba824562 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/history.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/plan.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/plan.png new file mode 100644 index 0000000000..1cf6d89099 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/plan.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/request-count.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/request-count.png new file mode 100644 index 0000000000..fe98785cfd Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products/request-count.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst new file mode 100644 index 0000000000..e7fb14a706 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst @@ -0,0 +1,38 @@ +============ +Cycle Counts +============ + +In most companies, the stock is only counted once a year. +That's why by default, after making an inventory adjustment, the +scheduled date for the next count is set on the 31th of decemeber. +But for some businesses it's crucial to have an accurate +inventory count. + +The goal of cycle counts is to count more often at key locations +to keep your critical stock levels accurate. + +Configuration +============= + +In Odoo, cycle counts are location-based. That means that the +frequency of the counts is defined on the storage location. That +also means that to use cycle counts you need to activate the setting +**Storage Locations**. + +.. image:: cycle_counts/locations-settings.png + :align: center + :alt: Enable locations in an Odoo database's settings + +Then, go to the locations via :menuselection:`Inventory --> Configuration --> +Locations`. + +Open a location and change the Inventory Frequency. In this example we want to +count items in this loctation every 30 days. That means that once an adjustment +is applied on this location, the next scheduled date for this line will be 30 days +after. + +.. image:: cycle_counts/inventory-frequency.png + :align: center + :alt: edit a location to change the inventory frequency + + diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png new file mode 100644 index 0000000000..ce432bcf5f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/locations-setting.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/locations-setting.png new file mode 100644 index 0000000000..83897b5e86 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/locations-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/test b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/test new file mode 100644 index 0000000000..8b13789179 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/test @@ -0,0 +1 @@ + diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst index 2ea9cc1f76..996b6f0630 100644 --- a/content/applications/inventory_and_mrp/inventory/management/warehouses.rst +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst @@ -8,4 +8,5 @@ Warehouses :titlesonly: :glob: - warehouses/difference_warehouse_location + warehouses/warehouses_locations + warehouses/resupply_warehouses diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst deleted file mode 100644 index 744572d099..0000000000 --- a/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst +++ /dev/null @@ -1,34 +0,0 @@ -======================================================== -What is the difference between warehouses and locations? -======================================================== - -In Odoo, a **Warehouse** is the actual building/place in which your items -are stocked. You can setup multiple warehouses and create moves between -warehouses. - -A **Location**, is a specific space within your warehouse. It can be -considered as a sublocation of your warehouse, as a shelf, a floor, an -aisle, etc. Therefore, a location is part of one warehouse only and it -is not possible to link one location to multiple warehouses. You can -configure as many locations as you need under one warehouse. - -There are 3 types of locations: - -- The **Physical Locations** are internal locations that are part of the - warehouses for which you are the owner. They can be the loading and - unloading area of your warehouse, a shelf or a department, etc. - -- The **Partner Locations** are spaces within a customer and/or vendor's - warehouse. They work the same way as Physical Locations with the only - difference being that you are not the owner of the warehouse. - -- The **Virtual Locations** are places that do not exist, but in which - products can be placed when they are not physically in an inventory yet - (or anymore). They come in handy when you want to place lost products - out of your stock (in the **Inventory loss**), or when you want to take into - account products that are on their way to your warehouse (**Procurements**). - -In Odoo, locations are structured hierarchically. You can structure your -locations as a tree, dependent on a parent-child relationship. This -gives you more detailed levels of analysis of your stock operations and -the organization of your warehouses. diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst new file mode 100644 index 0000000000..93a656ae13 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst @@ -0,0 +1,55 @@ +=============================== +Resupply from another Warehouse +=============================== + +A common use case for multiple warehouses is to have one central warehouse that +resupplies shops, each shop is considered as a local warehouse. When a shop want +to replenish a product, this product is ordered to the central stock. +Odoo allows you to set easily which warehouse(s) can resupply a warehouse. + +Configuration +============= + +In order to be able to resupply from another warehouse, you need to +activate *multi-step routes*. + +.. image:: resupply_warehouses/virtual-warehouses-settings.png + :align: center + :alt: Enable Multi-Step Routes in an Odoo database's settings + +You can then access your warehouses via :menuselection:`Inventory --> Configuration --> +Warehouses`. +Open the warehouse which should be resupplied by the another one. You will +have the possibility to directly indicate through which warehouse(s) it +can be resupplied. + +.. image:: resupply_warehouses/virtual_warehouses_02.png + :align: center + +By activating this option, a new route will now be available on your +products *Supply Product from Second warehouse*. It can now be +selected, along with either a *reordering rule* or a *make to +order*. + +.. image:: resupply_warehouses/virtual_warehouses_03.png + :align: center + +In this example, a reordering rule is set with a minimum of 5 units +in stock and a maximum of 10 units in stock, having currently 0 units on +hand. + +The system automatically creates two pickings, one *delivery order* +from my Second Warehouse which contains the necessary products, and a +receipt in my main warehouse WH/Stock for the same products. The source +document is the *reordering rule* which triggered the route *Supply +Product from Second warehouse*. +The location between the delivery and the receipt is a transit location. + +.. image:: resupply_warehouses/virtual_warehouses_05.png + :align: center + +.. image:: resupply_warehouses/virtual_warehouses_06.png + :align: center + +.. image:: resupply_warehouses/virtual_warehouses_07.png + :align: center diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual-warehouses-settings.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual-warehouses-settings.png new file mode 100644 index 0000000000..7a4e0e4bc1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual-warehouses-settings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_02.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_02.png new file mode 100644 index 0000000000..20b0118cc9 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_02.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_03.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_03.png new file mode 100644 index 0000000000..1d588fbde7 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_03.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_05.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_05.png new file mode 100644 index 0000000000..cb1a002910 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_05.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_06.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_06.png new file mode 100644 index 0000000000..220523605d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_06.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_07.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_07.png new file mode 100644 index 0000000000..2fcf27f59b Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses/virtual_warehouses_07.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst new file mode 100644 index 0000000000..edbfcfdb96 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst @@ -0,0 +1,96 @@ +=============================== +Manage Warehouses and Locations +=============================== + +Terminology +=========== + +Warehouse +--------- + +In Odoo, a **Warehouse** is the actual building/place in which your items +are stocked. You can setup multiple warehouses and create moves between +warehouses. + +Location +-------- + +A **Location**, is a specific space within your warehouse. It can be +considered as a sublocation of your warehouse, as a shelf, a floor, an +aisle, etc. Therefore, a location is part of one warehouse only and it +is not possible to link one location to multiple warehouses. You can +configure as many locations as you need under one warehouse. + +There are 3 types of locations: + +- The **Physical Locations** are internal locations that are part of the + warehouses for which you are the owner. They can be the loading and + unloading area of your warehouse, a shelf or a department, etc. + +- The **Partner Locations** are spaces within a customer and/or vendor's + warehouse. They work the same way as Physical Locations with the only + difference being that you are not the owner of the warehouse. + +- The **Virtual Locations** are places that do not exist, but in which + products can be placed when they are not physically in an inventory yet + (or anymore). They come in handy when you want to place lost products + out of your stock (in the **Inventory loss**), or when you want to take into + account products that are on their way to your warehouse (**Procurements**). + +In Odoo, locations are structured hierarchically. You can structure your +locations as a tree, dependent on a parent-child relationship. This +gives you more detailed levels of analysis of your stock operations and +the organization of your warehouses. + +Configuration +============= + +To activate the locations, go to :menuselection:`Configuration --> Settings` and enable +**Storage Locations**. Then, hit *Save*. + +.. image:: warehouses_locations/feature-storage-location.png + :align: center + :alt: Enabling the storage location feature in Odoo Inventory. + +.. important:: + If you want to manage several routes within your warehouses, then enable **Multi-Step Routes** + and check :doc:`use-routes`. + +Creating a new warehouse +======================== + +To create a warehouse, go to :menuselection:`Configuration --> +Warehouse Management --> Warehouses` and click on **Create**. + +Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum. + +.. image:: warehouses_locations/create-new-warehouse.png + :align: center + :alt: Short name field of a warehouse on Odoo Inventory. + +.. important:: + The **Short Name** appears on your transfer orders and other warehouse documents. We recommend + using an understandable one (e.g.: WH/[first letters of location]). + +Now, go back to your dashboard. There, new operations related to your warehouse have been +automatically generated. + +.. image:: warehouses_locations/new-transfer-types.png + :align: center + :alt: Inventory app dashboard displaying new transfer type for the recently created warehouse. + +.. note:: + Adding a second warehouse will automatically activate the **Locations** setting. + +Creating a new location +======================= + +To create a location, go to :menuselection:`Configuration --> +Warehouse Management --> Locations` and click on **Create**. + +Fill out a **Location Name** and a **Parent Location** and hit *Save*. + +.. image:: warehouses_locations/create-new-location.png + :align: center + :alt: Short name field of a warehouse on Odoo Inventory. + diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-location.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-location.png new file mode 100644 index 0000000000..0dce45f3f9 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-warehouse.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-warehouse.png new file mode 100644 index 0000000000..698fe11fa4 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/create-new-warehouse.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/feature-storage-location.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/feature-storage-location.png new file mode 100644 index 0000000000..525462d3a8 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/feature-storage-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/new-transfer-types.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/new-transfer-types.png new file mode 100644 index 0000000000..4fd064dea2 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations/new-transfer-types.png differ diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst b/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst index a380f53cca..0e74509c4a 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst @@ -7,73 +7,10 @@ Proceeding to such behavior is called *inter-warehouse transfers*. If this actio easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive flow that helps save time when registering those transfers. -Configuration -============= - -First of all, go to :menuselection:`Configuration --> Settings` and enable **Storage Locations**. -Then, hit save. - -.. image:: inter_warehouse/feature-storage-location.png - :align: center - :alt: Enabling the storage location feature in Odoo Inventory. - -.. important:: - If you want to manage several routes within your warehouses, then enable **Multi-Step Routes** - and check :doc:`use-routes`. - -Creating a new warehouse -======================== - -The next step is to create your new warehouse. To do so, go to :menuselection:`Configuration --> -Warehouse Management --> Warehouses` and click on **Create**. - -Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum. - -.. image:: inter_warehouse/create-new-warehouse.png - :align: center - :alt: Short name field of a warehouse on Odoo Inventory. - -.. important:: - The **Short Name** appears on your transfer orders and other warehouse documents. We recommend - using an understandable one (e.g.: WH/[first letters of location]). - -Now, go back to your dashboard. There, new operations related to your warehouse have been -automatically generated. - -.. image:: inter_warehouse/new-transfer-types.png - :align: center - :alt: Inventory app dashboard displaying new transfer type for the recently created warehouse. - -Creating a new inventory -======================== - -If you create a new warehouse, you might already have an existing inventory in it. In that case, you -should create an inventory in Odoo. If this is not the case, you can skip this step. - -Into the inventory application, select :menuselection:`Operations --> Inventory Adjustment`. -Then, create a new inventory by clicking on **Create**. Fill in the **Inventory Reference**, -**Date** and make sure to select the right warehouse and location. - -.. image:: inter_warehouse/annual-inventory.png - :align: center - :alt: View of the inventory adjustment form before hitting the start button. - -Next, click on **Start Inventory**. You will be able to input your existing products in the new -window. Select add an item and indicate the **Real Quantity** available in the warehouse. -The theoretical quantity can not be changed as it represents a computed one from purchase and sales -orders. - -.. image:: inter_warehouse/in-progress-annual-inventory.png - :align: center - :alt: View of the actual physical inventory of the new warehouse. - -.. tip:: - Don't forget to validate your inventory once you have recorded the state of all your products. Create an internal transfer =========================== - -The final step is to create your internal transfer. If you want to transfer eight units of a product +If you want to transfer eight units of a product from your first warehouse to another one, proceed as follows: From your dashboard, select an internal movement of one of the two warehouses. To do so, click on @@ -126,4 +63,4 @@ It is also possible to manually transfer each product: **backorder**. - Create a backorder if you expect to process the remaining products later. - - Do not create a backorder if you will not supply/receive the remaining products. \ No newline at end of file + - Do not create a backorder if you will not supply/receive the remaining products.