force rebuild

uniquifier: sMabMAkCVqYoqMQs
For-Commit-Id: 992d027239

content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst

@@ -6,12 +6,14 @@ Scrap inventory
 .. |SPs| replace:: :abbr:`SPs (Scrap Orders)`
 
 Sometimes, products in a company's warehouse stock might be found to be damaged or defective, past
-the point of being reparable. If it is not possible to repair the product or return it to 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).
+the point of being reparable. If it is not possible to repair the product, or return the product to
+a vendor, it can be scrapped.
 
-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 (*Inventory adjustment*).
+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*).
 
 .. note::
    *Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are
@@ -27,54 +29,62 @@ Scrap from stock
 To create a new scrap order (SP) for an in-stock product, navigate to :menuselection:`Inventory app
 --> Operations --> Scrap`, and click :guilabel:`New`. This opens a new |SP| form.
 
-Click the drop-down menu in the :guilabel:`Product` field and select the product that should be
+Click the drop-down menu in the :guilabel:`Product` field, and select the product that should be
 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 `0.00`. If the product is tracked
-by lot or serial number, specify the tracking number in the :guilabel:`Lot/Serial Numbers` field.
-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:`Inventory
-adjustment`). Either of these locations can be changed by selecting a different location from their
-respective drop-down menus.
+product that should be scrapped (by default, this value is set to `1.00`).
 
-.. note::
-   The location fields only display when :guilabel:`Storage Locations` is enabled in
-   :menuselection:`Inventory app --> Configuration --> Settings`.
+.. 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.
+
+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:`Should Replenish`.
+replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
 
-.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png
-   :alt: Filled out new scrap order form with product details.
+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.
 
-Once ready, click :guilabel:`Confirm` to complete the new |SP|.
+.. image:: scrap_inventory/scrap-inventory-product-moves-button.png
+   :align: center
+   :alt: Product Moves smart button on new scrap order form.
 
 .. tip::
    To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory
-   app --> Reporting --> Moves History`. This report is only available to users with :doc:`admin
-   access <../../../../general/users/access_rights>`.
+   app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the
+   :guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations.
 
-   On the :guilabel:`Moves History` page, click in the :guilabel:`Search` field, then select
-   :menuselection:`Filters --> Scrapped`.
+   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.
 
-   .. image:: scrap_inventory/moves-history-scrapped.png
-      :alt: List of all scrapped products in Moves History report.
+   .. image:: scrap_inventory/scrap-inventory-current-stock.png
+      :align: center
+      :alt: Current Stock list of all scrapped products in virtual scrap location.
 
 Scrap from an existing operation
 ================================
 
 Scrap orders (SPs) can *also* be created from existing operations, such as receipts, delivery
-orders, and internal transfers before they are entered into or removed from stock for an
+orders, and internal transfers, before they are entered into, or removed from, stock for an
 operation.
 
 To scrap a product during an operation, navigate to the :menuselection:`Inventory app`. From the
 :guilabel:`Inventory Overview`, click the :guilabel:`# To Process` button on an operation's task
-card (for example, click :guilabel:`5 to Receive` on the :guilabel:`Receipts` card).
+card (i.e. the :guilabel:`Receipts` task card).
 
-.. image:: scrap_inventory/inventory-overview.png
-   :alt: # To Receive button on Receipts task card on Inventory Overview page.
+.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png
+   :align: center
+   :alt: # To Process 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.
@@ -82,77 +92,25 @@ operation's form.
 Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting
 drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window.
 
-From this pop-up window, click the drop-down menu in the :guilabel:`Product` field and select the
-product from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity`
-field. 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.
-
-.. note::
-   The location fields only display when :guilabel:`Storage Locations` is enabled in
-   :menuselection:`Inventory app --> Configuration --> Settings`.
-
-If a replenishment rule is set up for the product being scrapped and the product should be
-replenished, tick the checkbox for :guilabel:`Should Replenish`.
-
-Once ready, click :guilabel:`Confirm`.
-
-.. image:: scrap_inventory/scrap-products-receipt.png
+.. image:: scrap_inventory/scrap-inventory-popup-window.png
+   :align: center
    :alt: Scrap Products pop-up window on operation form.
 
-A :icon:`oi-arrows-v` :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.
+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.
 
-.. image:: scrap_inventory/scraps-smart-button-delivery.png
+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`.
+
+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.
+
+.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png
+   :align: center
    :alt: Scraps smart button showing all scrap orders from operation.
-
-Scrap from a lot or serial number
-=================================
-
-Scrap orders (SPs) can also be created from lots or serial numbers.
-
-To scrap a product with a lot or serial number, open :menuselection:`Inventory app --> Products -->
-Lots/Serial Numbers`. Open a lot or serial number from the list. On the :guilabel:`Lot/Serial
-Number` form, click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :guilabel:`Scrap`. This
-opens a form to scrap the product.
-
-In the form, verify that the correct :guilabel:`Product` is selected. Specify the
-:guilabel:`Quantity` of products that should be scrapped. Verify that the :guilabel:`Lot/Serial
-Numbers` value is correct. Specify a :guilabel:`Scrap Reason`. 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:`Inventory adjustment`). Either of these
-locations can be changed by selecting a different location from their respective drop-down menus.
-
-.. note::
-   The location fields only display when :guilabel:`Storage Locations` is enabled in
-   :menuselection:`Inventory app --> Configuration --> Settings`.
-
-If a replenishment rule is set up for the product being scrapped, and if the product should be
-replenished, select the :guilabel:`Should Replenish` check box.
-
-.. image:: scrap_inventory/scrap-inventory-lot-serial-number.png
-   :alt: Filled out lot or serial number scrap order form with product details.
-
-Once ready, click :guilabel:`Confirm`.
-
-After the scrap is created, follow the breadcrumbs back to the :guilabel:`Lot/Serial Number` form. A
-:icon:`fa-trash` :guilabel:`Scraps` smart button appears at the top of the :guilabel:`Lot/Serial
-Number` form.
-
-.. image:: scrap_inventory/lot-serial-number-scrap-button.png
-   :alt: Find scraps from the Lot/Serial Number form.
-
-Revert a scrap
-==============
-
-Revert a scrap from the :guilabel:`Moves History` report.
-
-.. note::
-   This report is only available to users with :doc:`admin access
-   <../../../../general/users/access_rights>`.
-
-Open :menuselection:`Inventory app --> Reporting --> Moves History`.
-
-Select the check box next to the scrap operation to revert. Click the :icon:`fa-cog`
-:guilabel:`Actions` menu, then select :guilabel:`Revert`.

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst

@@ -2,7 +2,7 @@
 Moves history report
 ====================
 
-The *Moves History* report in Odoo **Inventory** provides a detailed record of product movements
+The *Moves History* report in Odoo *Inventory* provides a detailed record of product movements
 (containing past and current locations), lot numbers, and reasons for movement. Reports can be
 generated for any time frame, making this report essential for analyzing stock levels, monitoring
 inventory turnover, and identifying any discrepancies in inventory.
@@ -61,7 +61,6 @@ relevant information
       - :guilabel:`Internal`: displays move records from one internal location to another.
       - :guilabel:`Manufacturing`: shows records where products were produced from the virtual,
         production :doc:`location <../inventory_management/use_locations>`.
-      - :guilabel:`Scrapped`: shows records where products have been scrapped.
       - :guilabel:`Date`: select this drop-down menu to access various date filter options and view
         stock moves from a specific month, quarter, or year.
       - :guilabel:`Last 30 Days`: show records that occurred in the last thirty days.

content/applications/sales/sales/sales_quotations/optional_products.rst

@@ -58,12 +58,30 @@ optional products at once when using this form by clicking their checkboxes and
 .. image:: optional_products/search-optional-products-form.png
    :alt: The Search: Optional Products form accessed by clicking Search more...
 
-.. important::
-   Prior to Odoo 19.0, optional products were added to quotations on a separate tab in the quotation
-   and quotation template forms. Beginning in 19.0, that tab has been removed from both quotations
-   and quotation templates. If a core product with associated optional products is added to a
-   quotation template, those optional products **will not** be automatically suggested during the
-   quotation process and must instead be manually suggested to customers.
+Setting optional product sections in quotations
+===============================================
+
+When developing a quotation for customers, entire sections of the quotation can be set as optional
+products, even if they haven't been configured in the product form. To create a section, click the
+:guilabel:`Add a section` link and enter its desired name in the :guilabel:`Enter a description`
+field. Click the :icon:`fa-ellipsis-v` :guilabel:`(drop-down menu)` and choose :icon:`fa-list`
+:guilabel:`Set Optional`.
+
+.. image:: optional_products/set-optional-dropdown.png
+   :alt: The dropdown menu with the "Set Optional" text highlighted.
+
+Once a section is set to optional, the font color changes to reflect its status. All products within
+that section default to a quantity of `0`, ensuring they are not included in the total cost
+automatically. Both portal users (such as customers or vendors) and employees with access to create
+quotations and sales orders can update these quantities. Once a quantity is set to `1` or more, the
+product is added to the quote total.
+
+Once an optional product section has been created in a quotation, users who have been :doc:`granted
+portal access <../../../general/users/portal>` can interact with the quotation there. They can view
+the quotation and decide whether or not to add the optional products to their final sales order.
+
+.. image:: optional_products/optional-products-section.png
+   :alt: An optional products section with the quanitty and corresponding amount set to 0.
 
 .. seealso::
    :doc:`quote_template`