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elre-rdtra
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thomasdele
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221bf36828 |
Update count_products.rst
fixed typos |
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dc0660ae74 | Add files via upload | ||
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d1bdbf69d9 | Update count_products.rst | ||
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f2957bedd0 | Add files via upload | ||
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aea2ec27f9 | Create test | ||
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5dce9d274c | Update cycle_counts.rst | ||
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18f82e8b3d | Update cycle_counts.rst | ||
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fe68621475 | Delete test | ||
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e602e335d3 | Add files via upload | ||
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4f36ac0da9 | Create test | ||
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3037d92f9c | Update count_products.rst | ||
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f4005d8438 |
Delete virtual_warehouses_04.png
screenshot not necessary anymore |
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dd92997849 | Update resupply_warehouses.rst | ||
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dd0d7f610c | Delete test | ||
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9d52ea8325 | Delete planned-internal-transfer.png | ||
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9d7c38c5a7 | Delete new-transfer-types.png | ||
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2ac977cccb | Delete internal-transfers-list.png | ||
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284622af16 | Delete internal-transfer-choice.png | ||
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87b3a66f8e | Delete in-progress-internal-transfer.png | ||
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addfb32a70 | Delete backorder.png | ||
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78ff09e444 | Update resupply_warehouses.rst | ||
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31554b0f61 | Add files via upload | ||
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bcabd7a982 | Add files via upload | ||
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c3b7de9a14 | Create test | ||
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f2dc86d4cd | Delete test | ||
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1d746a8bed | Add files via upload | ||
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1d1000f099 | Create test | ||
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7210fa47be |
Update inter_warehouse.rst
top part moved to management/warehouses |
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458ad8886b | Delete difference_warehouse_location.rst | ||
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27a3fdf98f | Update resupply_warehouses.rst | ||
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318c6ba12e | Update warehouses_locations.rst | ||
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07debde93c | Create cycle_counts.rst | ||
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7ceed8d65a | Create count_products.rst | ||
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1c70341c90 | Update management.rst | ||
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0487193da5 | Update and rename replenishment_strategies.rst to inventory_adjustments.rst | ||
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fd28b4f9db | Update warehouses.rst | ||
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da009aac4d | Rename warehouses_locations to warehouses_locations.rst | ||
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3aa14836e5 | Create warehouses_locations | ||
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508722df35 | Update warehouses.rst | ||
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5433e683d2 | Update warehouses.rst | ||
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ce5098d8fb | Add files via upload |
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@@ -10,10 +10,10 @@ Warehouse Management
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management/products
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management/warehouses
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management/replenishment_strategies
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management/inventory_adjustments
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management/delivery
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management/incoming
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management/misc
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management/planning
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management/lots_serial_numbers
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management/reporting
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management/reporting
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@@ -8,4 +8,5 @@ Inventory Adjustment
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:titlesonly:
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:glob:
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replenishment_strategies/virtual_warehouses
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inventory_adjustments/count_products
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inventory_adjustments/cycle_counts
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@@ -0,0 +1,96 @@
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=====================
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Inventory Adjustments
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=====================
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Inventory adjustments can be accessed through :menuselection:`Inventory --> Operations -->
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Inventory Adjustments`.
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The report has all products currently in the stock. Each line is a unique combination of
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- Location
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- Product
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- Lot/Serial
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- Package
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- Owner
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Add new product in your stock
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=============================
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To add a line, just hit *Create* and fill in product and counted quantity fields then press
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`tab` or click *Save*
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.. image:: count_products/create-line.png
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:align: center
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:alt: apply all wizzard allows to change reason and accounting date
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At this stage, the count is recorded but not yet *applied*. Meaning the quantity on hand is
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not yet updated.
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Just press *Apply* on the line or button *Apply All* button on the top of the screen.
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*Apply All* allows to edit the reason to use for the adjustments applied
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.. image:: count_products/apply-all.png
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:align: center
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:alt: apply all wizzard allows to change reason
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Count products
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==============
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Counting products is a recurring activity in a warehouse. It often happens that theoric
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stock levels are not correct and must be amended.
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If a count is correct, press on *set*, it will copy the on hand quantity in the counted
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quantity. Applying such line will record a move in the history with a 0 quantity.
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If the count is different, record it in the counted quanditity field. Applying such line
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will record a move with the difference in tin the history.
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.. image:: count_products/history.png
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:align: center
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:alt: history of moves
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.. note::
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It happens that users count but apply only later. In the meantime, transfers of
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a counted product can occur. In such case quanities counted and on hand are not
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consistant with the difference. When applying such line, Odoo will ask if you
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want to keep the difference and the count.
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Plan counts
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===========
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On each line there is:
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- *Scheduled Date*: it's the date at which a count should be made.
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- *User*: it's the person in charge of the count.
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- *Accounting Date*: this is the date at which the adjustments will be accounted. The
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column is hidden by default.
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.. image:: count_products/plan.png
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:align: center
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:alt: history of moves
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.. important::
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In the barcode app, you will only see counts to make assigned to you, scheduled
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for today or earlier.
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If you want to plan big counts, the easiest way is to select some lines, then hit
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**Request A Count***. There you can select who will count and when. You can also
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prefill the quantity with the on hand quantity.
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.. image:: count_products/request-count.png
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:align: center
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:alt: history of moves
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.. tip::
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The report offers a lot of filters that you can use to make your selection
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By default, after an adjustment is applied, the scheduled date for the next
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count is the 31st of december of the current year. This is a setting that can
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be modified in :menuselection:`Inventory --> Configuration --> Settings`.
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under the setting **Annual Inventory Day and Month**
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.. image:: count_products/annual-inventory.png
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:align: center
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:alt: history of moves
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|
After Width: | Height: | Size: 6.6 KiB |
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After Width: | Height: | Size: 7.8 KiB |
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After Width: | Height: | Size: 53 KiB |
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@@ -0,0 +1,38 @@
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============
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Cycle Counts
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============
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In most companies, the stock is only counted once a year.
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That's why by default, after making an inventory adjustment, the
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scheduled date for the next count is set on the 31th of decemeber.
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But for some businesses it's crucial to have an accurate
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inventory count.
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The goal of cycle counts is to count more often at key locations
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to keep your critical stock levels accurate.
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Configuration
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=============
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In Odoo, cycle counts are location-based. That means that the
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frequency of the counts is defined on the storage location. That
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also means that to use cycle counts you need to activate the setting
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**Storage Locations**.
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.. image:: cycle_counts/locations-settings.png
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:align: center
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:alt: Enable locations in an Odoo database's settings
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Then, go to the locations via :menuselection:`Inventory --> Configuration -->
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Locations`.
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Open a location and change the Inventory Frequency. In this example we want to
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count items in this loctation every 30 days. That means that once an adjustment
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is applied on this location, the next scheduled date for this line will be 30 days
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after.
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.. image:: cycle_counts/inventory-frequency.png
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:align: center
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:alt: edit a location to change the inventory frequency
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After Width: | Height: | Size: 10 KiB |
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After Width: | Height: | Size: 3.4 KiB |
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@@ -0,0 +1 @@
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@@ -8,4 +8,5 @@ Warehouses
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:titlesonly:
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:glob:
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warehouses/difference_warehouse_location
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warehouses/warehouses_locations
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warehouses/resupply_warehouses
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@@ -1,34 +0,0 @@
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========================================================
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What is the difference between warehouses and locations?
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========================================================
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In Odoo, a **Warehouse** is the actual building/place in which your items
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are stocked. You can setup multiple warehouses and create moves between
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warehouses.
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A **Location**, is a specific space within your warehouse. It can be
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considered as a sublocation of your warehouse, as a shelf, a floor, an
|
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aisle, etc. Therefore, a location is part of one warehouse only and it
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is not possible to link one location to multiple warehouses. You can
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configure as many locations as you need under one warehouse.
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There are 3 types of locations:
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- The **Physical Locations** are internal locations that are part of the
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warehouses for which you are the owner. They can be the loading and
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unloading area of your warehouse, a shelf or a department, etc.
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|
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- The **Partner Locations** are spaces within a customer and/or vendor's
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warehouse. They work the same way as Physical Locations with the only
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difference being that you are not the owner of the warehouse.
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- The **Virtual Locations** are places that do not exist, but in which
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products can be placed when they are not physically in an inventory yet
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(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.
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@@ -0,0 +1,55 @@
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===============================
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Resupply from another Warehouse
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===============================
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A common use case for multiple warehouses is to have one central warehouse that
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resupplies shops, each shop is considered as a local warehouse. When a shop want
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to replenish a product, this product is ordered to the central stock.
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Odoo allows you to set easily which warehouse(s) can resupply a warehouse.
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Configuration
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=============
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In order to be able to resupply from another warehouse, you need to
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activate *multi-step routes*.
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.. image:: resupply_warehouses/virtual-warehouses-settings.png
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:align: center
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:alt: Enable Multi-Step Routes in an Odoo database's settings
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You can then access your warehouses via :menuselection:`Inventory --> Configuration -->
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Warehouses`.
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Open the warehouse which should be resupplied by the another one. You will
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have the possibility to directly indicate through which warehouse(s) it
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can be resupplied.
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.. image:: resupply_warehouses/virtual_warehouses_02.png
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:align: center
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|
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By activating this option, a new route will now be available on your
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products *Supply Product from Second warehouse*. It can now be
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selected, along with either a *reordering rule* or a *make to
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order*.
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|
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.. image:: resupply_warehouses/virtual_warehouses_03.png
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:align: center
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In this example, a reordering rule is set with a minimum of 5 units
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in stock and a maximum of 10 units in stock, having currently 0 units on
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hand.
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The system automatically creates two pickings, one *delivery order*
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from my Second Warehouse which contains the necessary products, and a
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receipt in my main warehouse WH/Stock for the same products. The source
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document is the *reordering rule* which triggered the route *Supply
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Product from Second warehouse*.
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The location between the delivery and the receipt is a transit location.
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.. image:: resupply_warehouses/virtual_warehouses_05.png
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:align: center
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.. image:: resupply_warehouses/virtual_warehouses_06.png
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:align: center
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.. image:: resupply_warehouses/virtual_warehouses_07.png
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:align: center
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|
After Width: | Height: | Size: 12 KiB |
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@@ -0,0 +1,96 @@
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===============================
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Manage Warehouses and Locations
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===============================
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Terminology
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===========
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Warehouse
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---------
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|
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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
|
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--------
|
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|
||||
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
|
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=============
|
||||
|
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To activate the locations, go to :menuselection:`Configuration --> Settings` and enable
|
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**Storage Locations**. Then, hit *Save*.
|
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|
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.. image:: warehouses_locations/feature-storage-location.png
|
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:align: center
|
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:alt: Enabling the storage location feature in Odoo Inventory.
|
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|
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.. important::
|
||||
If you want to manage several routes within your warehouses, then enable **Multi-Step Routes**
|
||||
and check :doc:`use-routes`.
|
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|
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Creating a new warehouse
|
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========================
|
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|
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To create a warehouse, go to :menuselection:`Configuration -->
|
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Warehouse Management --> Warehouses` and click on **Create**.
|
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|
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Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum.
|
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|
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.. image:: warehouses_locations/create-new-warehouse.png
|
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:align: center
|
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: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
|
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:align: center
|
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:alt: Inventory app dashboard displaying new transfer type for the recently created warehouse.
|
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|
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.. note::
|
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Adding a second warehouse will automatically activate the **Locations** setting.
|
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|
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Creating a new location
|
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=======================
|
||||
|
||||
To create a location, go to :menuselection:`Configuration -->
|
||||
Warehouse Management --> Locations` and click on **Create**.
|
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|
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Fill out a **Location Name** and a **Parent Location** and hit *Save*.
|
||||
|
||||
.. image:: warehouses_locations/create-new-location.png
|
||||
:align: center
|
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:alt: Short name field of a warehouse on Odoo Inventory.
|
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|
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|
After Width: | Height: | Size: 7.5 KiB |
|
After Width: | Height: | Size: 3.9 KiB |
|
After Width: | Height: | Size: 6.5 KiB |
|
After Width: | Height: | Size: 12 KiB |
|
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@@ -7,73 +7,10 @@ Proceeding to such behavior is called *inter-warehouse transfers*. If this actio
|
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easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive
|
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flow that helps save time when registering those transfers.
|
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|
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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.
|
||||
- Do not create a backorder if you will not supply/receive the remaining products.
|
||||
|
|
|
|||