[IMP] Inventory: bringing Locations current with 19.0

closes odoo/documentation#15294

Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
This commit is contained in:
erjer-odoo
2025-11-13 16:00:30 -08:00
parent 9c115aabfb
commit 981251c25b
6 changed files with 20 additions and 43 deletions

View File

@@ -17,7 +17,6 @@ section, tick the :guilabel:`Storage Locations` checkbox. Then, click :guilabel:
locations.
.. image:: use_locations/enable-location.png
:align: center
:alt: Show Storage Locations feature.
Create new location
@@ -27,7 +26,6 @@ After enabling *Storage Locations*, go to :menuselection:`Inventory app --> Conf
Locations`.
.. image:: use_locations/locations.png
:align: center
:alt: List of internal locations.
On this page, click :guilabel:`New`. The new location form can then be configured as follows:
@@ -38,7 +36,7 @@ On this page, click :guilabel:`New`. The new location form can then be configure
describe how a specific location fits within larger areas of the warehouse.
.. example::
In `WH/Stock/Zone A/Refrigerator 1`, "Refrigerator 1" is the location name, "Zone A" is the
In `WH/Stock/Zone A/Refrigerator 1`, `Refrigerator 1` is the location name, `Zone A` is the
parent location, and everything before it is the path showing where this spot is within the
warehouse.
@@ -48,47 +46,29 @@ Additional Information section
In addition to the required fields above, configure the following location fields to ensure the
location serves its intended purpose in the database:
- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor Location`,
:guilabel:`View`, :guilabel:`Internal Location`, :guilabel:`Customer Location`,
:guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit Location` to categorize
the location. For details on each location type, refer to the :ref:`Location Types section
- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor`,
:guilabel:`Virtual`, :guilabel:`Internal`, :guilabel:`Customer`, :guilabel:`Inventory Loss`,
:guilabel:`Production`, or :guilabel:`Transit` to categorize the location. For details on each
location type, refer to the :ref:`Location Types section
<inventory/warehouses_storage/location-type>`.
- :guilabel:`Storage Category`: only available with the :doc:`Storage Categories
<../../shipping_receiving/daily_operations/storage_category>` feature enabled in
:menuselection:`Inventory app --> Configuration --> Settings`.
- :guilabel:`Company`: the company the location belongs to.
- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
stored in this location.
- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
location.
- :guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to :ref:`identify actions
<barcode/setup/location>` at this location when scanned.
- :guilabel:`Replenish Location`: used for :doc:`configuring routes
- :guilabel:`Replenishments`: used for :doc:`configuring routes
<../../shipping_receiving/daily_operations/use_routes>`, tick this checkbox to set the location as
a destination for receiving products from *Buy*, *Manufacture*, or other procurement routes,
ensuring products are correctly supplied to the warehouse.
.. image:: use_locations/new-location.png
:align: center
:alt: Additional Information section of new location creation form.
Configure the remaining fields in the :guilabel:`Additional Information` section as follows:
- :guilabel:`Company`: the company whose warehouse the location is inside of. Leave this field blank
if this location is shared between companies.
- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be
stored in this location.
- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this
location.
- :guilabel:`Barcode`: the barcode assigned to the location.
- :guilabel:`Replenish Location`: tick this checkbox to get all quantities to replenish at this
location.
In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency
(Days)` field from the default `0`, if necessary.
In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency`
field from the default `0`, if necessary.
.. image:: use_locations/use-locations-cyclic-counting.png
:align: center
:alt: Cyclic Counting section of new location creation form.
When different than `0`, the inventory count dates for products stored at this location are
@@ -103,22 +83,21 @@ items should be removed from this location.
Cyclic Counting section
-----------------------
To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency
(Days)` field to the desired interval. By default, it is set to `0` (no scheduled counts).
To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency` field
to the desired interval. By default, it is set to `0` (no scheduled counts).
For example, setting this field to `30`, schedules a count every thirty days. For more specifics on
For example, setting this field to `30` schedules a count every thirty days. For more specifics on
setting up and using this feature, refer to the :doc:`Cycle Counts documentation <cycle_counts>`.
The :guilabel:`Last Effective Inventory` field displays the date the last inventory count at this
location occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected
Inventory` field displays the date of the next inventory count.
The :guilabel:`Last Inventory` field displays the date the last inventory count at this location
occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected` field displays
the date of the next inventory count.
.. example::
With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Effective
Inventory` count occurring on July 16, the :guilabel:`Next Expected Inventory` is August 15.
With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Inventory`
count occurring on November 13, the :guilabel:`Next Expected` is December 13.
.. image:: use_locations/scheduled-count.png
:align: center
:alt: Show Cyclic Count section of the locations form.
Logistics section
@@ -127,7 +106,7 @@ Logistics section
In the :guilabel:`Logistics` section of the locations form, optionally select a :guilabel:`Removal
Strategy` to determine the order and priority of how products are picked from inventory. The options
are: :guilabel:`First In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, :guilabel:`Closest
Location`, and :guilabel:`First Expiry First Out (FEFO)`.
Location`, :guilabel:`Least Packages`, and :guilabel:`First Expiry First Out (FEFO)`.
.. seealso::
:doc:`../../shipping_receiving/removal_strategies`
@@ -138,12 +117,10 @@ Current stock at location
To view the current stock at a single location, go to :menuselection:`Inventory app -->
Configuration --> Locations`, and select the desired location.
Next, click the :guilabel:`Current Stock` smart button to get a list of all products at the
location.
Next, click the :guilabel:`Products` smart button to get a list of all products at the location.
.. example::
A list of current stock at `Shelf 1` consists of `266` cabinets and `39` desks.
A list of current stock at `Shelf 2` consists of `90` cable management boxes.
.. image:: use_locations/current-stock.png
:align: center
.. image:: use_locations/products.png
:alt: Show stock at Shelf 1.

Binary file not shown.

Before

Width:  |  Height:  |  Size: 24 KiB

After

Width:  |  Height:  |  Size: 9.8 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 13 KiB

After

Width:  |  Height:  |  Size: 20 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 5.2 KiB

After

Width:  |  Height:  |  Size: 4.4 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 46 KiB

After

Width:  |  Height:  |  Size: 4.2 KiB