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thomasdeleval
221bf36828 Update count_products.rst
fixed typos
2022-05-18 10:23:13 +02:00
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d1bdbf69d9 Update count_products.rst 2022-04-29 10:11:57 +02:00
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thomasdeleval
5dce9d274c Update cycle_counts.rst 2022-04-29 10:04:03 +02:00
thomasdeleval
18f82e8b3d Update cycle_counts.rst 2022-04-29 10:02:38 +02:00
thomasdeleval
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3037d92f9c Update count_products.rst 2022-04-28 16:41:26 +02:00
thomasdeleval
f4005d8438 Delete virtual_warehouses_04.png
screenshot not necessary anymore
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thomasdeleval
dd92997849 Update resupply_warehouses.rst 2022-04-28 09:16:08 +02:00
thomasdeleval
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thomasdeleval
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thomasdeleval
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thomasdeleval
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thomasdeleval
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thomasdeleval
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thomasdeleval
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thomasdeleval
7210fa47be Update inter_warehouse.rst
top part moved to management/warehouses
2022-04-27 16:40:40 +02:00
thomasdeleval
458ad8886b Delete difference_warehouse_location.rst 2022-04-27 16:20:04 +02:00
thomasdeleval
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thomasdeleval
318c6ba12e Update warehouses_locations.rst 2022-04-27 15:29:44 +02:00
thomasdeleval
07debde93c Create cycle_counts.rst 2022-04-27 14:33:14 +02:00
thomasdeleval
7ceed8d65a Create count_products.rst 2022-04-27 14:32:40 +02:00
thomasdeleval
1c70341c90 Update management.rst 2022-04-27 14:29:15 +02:00
thomasdeleval
0487193da5 Update and rename replenishment_strategies.rst to inventory_adjustments.rst 2022-04-27 14:28:27 +02:00
thomasdeleval
fd28b4f9db Update warehouses.rst 2022-04-27 14:22:41 +02:00
thomasdeleval
da009aac4d Rename warehouses_locations to warehouses_locations.rst 2022-04-27 14:21:58 +02:00
thomasdeleval
3aa14836e5 Create warehouses_locations 2022-04-27 14:21:13 +02:00
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28 changed files with 294 additions and 103 deletions

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@@ -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

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

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@@ -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

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============
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

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@@ -8,4 +8,5 @@ Warehouses
:titlesonly:
:glob:
warehouses/difference_warehouse_location
warehouses/warehouses_locations
warehouses/resupply_warehouses

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@@ -1,34 +0,0 @@
========================================================
What is the difference between warehouses and locations?
========================================================
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.
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.

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@@ -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

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@@ -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.

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@@ -7,73 +7,10 @@ Proceeding to such behavior is called *inter-warehouse transfers*. If this actio
easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive
flow that helps save time when registering those transfers.
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.