Thomasdeleval patch warehouses

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
+   management/reporting

content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst → content/applications/inventory_and_mrp/inventory/management/inventory_adjustments.rst

@@ -8,4 +8,5 @@ Inventory Adjustment
    :titlesonly:
    :glob:
 
-   replenishment_strategies/virtual_warehouses
+   inventory_adjustments/count_products
+   inventory_adjustments/cycle_counts

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
+
+

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
+
+

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/test

@@ -0,0 +1 @@
+

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

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

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.
+