[IMP] Inventory: Scrap inventory updates
closes odoo/documentation#16256 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Rex <11528309+huisit@users.noreply.github.com>
@@ -12,8 +12,8 @@ a vendor, it can be scrapped.
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Odoo *Inventory* allows users to scrap inventory, designating goods or materials that are no longer
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usable or sellable for disposal (or recycling).
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Scrapping inventory in a database helps stock counts remain accurate, by removing scrapped products
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from physical inventory, and placing it in a virtual scrap location (*Virtual Locations/Scrap*).
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Scrapping inventory in a database helps stock counts remain accurate by removing scrapped products
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from physical inventory and placing them in a virtual *Inventory Loss* location.
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.. note::
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*Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are
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@@ -23,6 +23,42 @@ from physical inventory, and placing it in a virtual scrap location (*Virtual Lo
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For more information about virtual locations, see the documentation about the different types of
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:ref:`location types <inventory/warehouses_storage/location-type>`.
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Create a scrap location
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=======================
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By default, scrap operations are recorded in the :guilabel:`Inventory adjustment` virtual location.
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However, if the scrapped products need to be recorded in the *Profit and Loss* accounting report, it
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is possible to create an :guilabel:`Inventory Loss` location specifically for tracking scrapped
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goods. If scrapped goods don't need to be tracked for reporting purposes, :ref:`create a scrap order
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from stock <inventory/scrap-from-stock>`.
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To create a new :guilabel:`Inventory Loss` location specifically for scrapped goods, first, open
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:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section,
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enable :guilabel:`Storage Locations`. Be sure to click :guilabel:`Save`.
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To create a new scrap location, open :menuselection:`Inventory app --> Configuration --> Locations`.
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By default, this list is filtered by :guilabel:`Internal` locations. To see all locations, remove
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the :guilabel:`Internal` filter. Click the :guilabel:`New` button to create a new location.
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The location form opens. Specify a :guilabel:`Location Name` and :guilabel:`Parent Location`. Update
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the :guilabel:`Location Type` to :guilabel:`Inventory Loss`. If working in a multi-company database,
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specify a :guilabel:`Company`. Optionally, specify a :guilabel:`Loss Account` to ensure that
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products scrapped to this location show up in the *Profit and Loss* accounting report.
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.. example::
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A company creates a new `Scrapped Goods` location, with the parent location being `Inventory
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adjustment`. The :guilabel:`Location Type` is set to :guilabel:`Inventory Loss`. To ensure the
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scrapped products show up in the *Profit and Loss* accounting report, they specify `600000
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Expenses` as the :guilabel:`Loss Account`.
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.. image:: scrap_inventory/new-scrap-location.png
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:alt: Optionally create a Scrapped Goods inventory loss location.
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.. seealso::
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:doc:`../../inventory_valuation/scrapped_inventory_valuation`
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.. _inventory/scrap-from-stock:
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Scrap from stock
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================
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@@ -33,43 +69,34 @@ Click the drop-down menu in the :guilabel:`Product` field, and select the produc
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scrapped from inventory. In the :guilabel:`Quantity` field, change the value to the quantity of the
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product that should be scrapped (by default, this value is set to `1.00`).
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.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png
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:align: center
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:alt: Filled out new scrap order form with product details.
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The :guilabel:`Source Location` defaults to the location where the product is currently stored. The
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:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Virtual
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Locations/Scrap`). Either of these locations can be changed by selecting a different location from
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their respective drop-down menus.
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:guilabel:`Scrap Location` defaults to :guilabel:`Inventory adjustment`. Either of these locations
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can be changed by selecting a different location from their respective drop-down menus.
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If the scrapping is tied to a specific existing operation, specify the operation in the
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:guilabel:`Source Document` field.
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The :guilabel:`Company` field displays the company whose warehouse this product belongs to. If a
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replenishment rule is set up for the product being scrapped, and if the product should be
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replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
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replenished, select the checkbox for :guilabel:`Replenish Quantities`.
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Once ready, click :guilabel:`Validate` to complete the new |SP|. Once validated, a
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:guilabel:`Product Moves` smart button appears at the top of the form. Click the smart button to
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view the details of the scrap operation.
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Optionally specify a :guilabel:`Scrap Reason`.
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.. image:: scrap_inventory/scrap-inventory-product-moves-button.png
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:align: center
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:alt: Product Moves smart button on new scrap order form.
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Once ready, click :guilabel:`Validate` to complete the new |SP|.
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.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png
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:alt: Filled out new scrap order form with product details.
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Once validated, a :icon:`fa-exchange` :guilabel:`Product Moves` smart button appears at the top of
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the form. Click the smart button to view the details of the scrap operation.
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.. tip::
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To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory
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app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the
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:guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations.
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Select the :guilabel:`Virtual Locations/Scrap` location. From the :guilabel:`Scrap` location's
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form, click the :guilabel:`Current Stock` smart button, at the top of the form.
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A list of all scrapped products, and their quantities, is displayed.
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app --> Operations --> Scrap Orders`. A list of all scrapped products, and their quantities, is
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displayed.
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.. image:: scrap_inventory/scrap-inventory-current-stock.png
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:align: center
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:alt: Current Stock list of all scrapped products in virtual scrap location.
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:alt: List of all scrapped products in inventory.
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Scrap from an existing operation
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================================
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@@ -83,34 +110,30 @@ To scrap a product during an operation, navigate to the :menuselection:`Inventor
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card (i.e. the :guilabel:`Receipts` task card).
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.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png
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:align: center
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:alt: # To Process button on Receipts task card on Inventory Overview page.
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:alt: # To Receive button on Receipts task card on Inventory Overview page.
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Then, select an operation to process from the resulting list of existing orders. Doing so opens that
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operation's form.
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Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting
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Click the :icon:`fa-cog` :guilabel:`(Actions)` icon, and select :guilabel:`Scrap` from the resulting
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drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window.
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.. image:: scrap_inventory/scrap-inventory-popup-window.png
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:align: center
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:alt: Scrap Products pop-up window on operation form.
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From this pop-up window, click the drop-down menu in the :guilabel:`Product` field, and select the
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products from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity`
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field, if necessary.
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field, if necessary. Optionally specify a :guilabel:`Scrap Reason`.
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If the :guilabel:`Product` selected is tracked using a lot or serial number, a
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:guilabel:`Lot/Serial` field appears. Specify the tracking number in that field.
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The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be changed, if needed. If a
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replenishment rule is set up for the product being scrapped, and if the product should be
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replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
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replenished, select the checkbox for :guilabel:`Replenish Quantities`.
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Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart button appears at the top
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of the operation form. Click this smart button to view the details of all scrap orders created from
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this specific operation.
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Once ready, click :guilabel:`Scrap Products`.
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.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png
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:align: center
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:alt: Scraps smart button showing all scrap orders from operation.
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.. image:: scrap_inventory/scrap-inventory-popup-window.png
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:alt: Scrap Products pop-up window on operation form.
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After products have been scrapped from an operation, a :icon:`oi-arrows-v` :guilabel:`Scraps` smart
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button appears at the top of the operation form. Click this smart button to view the details of all
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scrap orders created from this specific operation.
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