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..d56d643adb 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 @@ -12,8 +12,8 @@ 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). -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*). +Scrapping inventory in a database helps stock counts remain accurate by removing scrapped products +from physical inventory and placing them in a virtual *Inventory Loss* location. .. note:: *Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are @@ -23,6 +23,42 @@ from physical inventory, and placing it in a virtual scrap location (*Virtual Lo For more information about virtual locations, see the documentation about the different types of :ref:`location types `. +Create a scrap location +======================= + +By default, scrap operations are recorded in the :guilabel:`Inventory adjustment` virtual location. +However, if the scrapped products need to be recorded in the *Profit and Loss* accounting report, it +is possible to create an :guilabel:`Inventory Loss` location specifically for tracking scrapped +goods. If scrapped goods don't need to be tracked for reporting purposes, :ref:`create a scrap order +from stock `. + +To create a new :guilabel:`Inventory Loss` location specifically for scrapped goods, first, open +:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section, +enable :guilabel:`Storage Locations`. Be sure to click :guilabel:`Save`. + +To create a new scrap location, open :menuselection:`Inventory app --> Configuration --> Locations`. +By default, this list is filtered by :guilabel:`Internal` locations. To see all locations, remove +the :guilabel:`Internal` filter. Click the :guilabel:`New` button to create a new location. + +The location form opens. Specify a :guilabel:`Location Name` and :guilabel:`Parent Location`. Update +the :guilabel:`Location Type` to :guilabel:`Inventory Loss`. If working in a multi-company database, +specify a :guilabel:`Company`. Optionally, specify a :guilabel:`Loss Account` to ensure that +products scrapped to this location show up in the *Profit and Loss* accounting report. + +.. example:: + A company creates a new `Scrapped Goods` location, with the parent location being `Inventory + adjustment`. The :guilabel:`Location Type` is set to :guilabel:`Inventory Loss`. To ensure the + scrapped products show up in the *Profit and Loss* accounting report, they specify `600000 + Expenses` as the :guilabel:`Loss Account`. + + .. image:: scrap_inventory/new-scrap-location.png + :alt: Optionally create a Scrapped Goods inventory loss location. + +.. seealso:: + :doc:`../../inventory_valuation/scrapped_inventory_valuation` + +.. _inventory/scrap-from-stock: + Scrap from stock ================ @@ -33,43 +69,34 @@ Click the drop-down menu in the :guilabel:`Product` field, and select the produc scrapped from inventory. In the :guilabel:`Quantity` field, change the value to the quantity of the 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. - 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 :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. 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`. +replenished, select 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. +Optionally specify a :guilabel:`Scrap Reason`. -.. 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:`Validate` to complete the new |SP|. + +.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png + :alt: Filled out new scrap order form with product details. + +Once validated, a :icon:`fa-exchange` :guilabel:`Product Moves` smart button appears at the top of +the form. Click the smart button to view the details of the scrap operation. .. 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. - - 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. - - A list of all scrapped products, and their quantities, is displayed. + app --> Operations --> Scrap Orders`. 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. + :alt: List of all scrapped products in inventory. Scrap from an existing operation ================================ @@ -83,34 +110,30 @@ To scrap a product during an operation, navigate to the :menuselection:`Inventor card (i.e. the :guilabel:`Receipts` task card). .. image:: scrap_inventory/scrap-inventory-receipts-task-card.png - :align: center - :alt: # To Process button on Receipts task card on Inventory Overview page. + :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. -Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting +Click the :icon:`fa-cog` :guilabel:`(Actions)` 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 - :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. +field, if necessary. Optionally specify a :guilabel:`Scrap Reason`. 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, select the checkbox for :guilabel:`Replenish Quantities`. -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:`Scrap Products`. -.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png - :align: center - :alt: Scraps smart button showing all scrap orders from operation. +.. image:: scrap_inventory/scrap-inventory-popup-window.png + :alt: Scrap Products pop-up window on operation form. + +After products have been scrapped from an operation, a :icon:`oi-arrows-v` :guilabel:`Scraps` smart +button appears at the top of the operation form. 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