msgid "**Odoo Inventory** is both an inventory application and a warehouse management system, with an advanced barcode scanner app. Learn how to manage lead times, automate replenishments, and configure advanced routes like drop-shipping, cross-docks, etc."
msgid "To process an inventory adjustment by using barcodes, you first need to open the *Barcode* app. Then, from the application, click on *Inventory Adjustments*."
msgid "Once you have clicked on *Inventory Adjustments*, Odoo will automatically create one. Note that, if you work with multi-location, you first need to specify in which location the inventory adjustment takes place."
msgid "Besides using the barcode scanner, you can also manually add a product if necessary. To do so, click on *Add Product* and fill the information in manually."
msgid "There are different situations in which barcode nomenclatures can be useful. A well-known use case is the one of a point of sale which sells products in bulk, in which the customers will scale their products themselves and get the printed barcode to stick on the product. This barcode will contain the weight of the product and help compute the price accordingly."
msgid "Odoo supports Barcode Nomenclatures, which determine the mapping and interpretation of the encoded information. You can configure your barcode nomenclature being in :ref:`developer mode <developer-mode>`. To do so, go to :menuselection:`Inventory --> Configuration --> Barcode Nomenclature`."
msgid "The first step is to specify the **rule name**, for example Weight Barcode with 3 Decimals. You then have to specify the type for barcode nomenclature, in our case it will be Weighted Product."
msgid "The Barcode Pattern is a regular expression that defines the structure of the barcode. In this example 21 defines the products on which the rule will be applied, those are the numbers by which the product barcode should start. The 5 “dots” are the following numbers of the product barcode and are there simply to identify the product in question. The “N” define a number and the “D” define the decimals."
msgid "You can define different rules and order their priority thanks to the sequence. The first rule which matches the scanned barcode will be applied."
msgid "In case you weight 1,5 Kg of pasta, the balance will print you the following barcode 2112345015002. If you scan this barcode in your POS or when receiving products in your barcode application, Odoo will automatically create a new line for the Pasta product for a quantity of 1.5 Kg. For the point of sale, a price depending on the quantity will also be computed."
msgid "**Discounted Product**: allows you to create one barcode per applied discount. You can then scan your product in the POS and then scan the discount barcode, discount will be applied on the normal price of the product."
msgid "**Weighted Product**: allows you to identify the product and specify its weight, used in both POS (in which the price is computed based on the weight) and in inventory."
msgid "Then, you have the choice to either enter an existing transfer, by going to the corresponding operation type and manually selecting the one you want to enter, or by scanning the barcode of the transfer."
msgid "From there, you will be able to scan the products that are part of the existing transfer and/or add new products to this transfer. Once all the products have been scanned, you can validate the transfer to proceed with the stock moves."
msgid "When receiving a product in stock, you need to scan its barcode in order to identify it in the system. Once done, you can either make it enter the main location of the transfer, for example WH/Stock, or scan a location barcode to make it enter a sub-location of the main location."
msgid "When delivering a product, you have to scan the source location if it is different than the one initially set on the transfer. Then, you can start scanning the products that are delivered from this specific location."
msgid "Once the different products have been scanned, you have the possibility to scan another location, such as WH/Stock, and another page will be added to your delivery order. You can move from one to the other thanks to the *Previous* and *Next* buttons."
msgid "Now, you can validate your transfer. To do so, click on *Next* until you reach the last page of the transfer. There, you will be able to validate it."
msgid "When realizing an internal transfer with multi-location, you first have to scan the source location of the product. Then, you can scan the product in itself, before having to scan the barcode of the destination location."
msgid "If you work with serial/lot numbers taking all products into consideration, you can scan the barcode of the lot/serial number and Odoo will increase the quantity of the product, setting its lot/serial number."
msgid "If you have the same lot/serial number for different products, you can work by scanning the product barcode first, and then the barcode of the lot/serial number."
msgid "To create a transfer from the *Barcode* application, you first need to print the operation type barcodes. To do so, you can download the *Stock barcode sheet* from the home page of the app."
msgid "Once done, you can scan the one for which you want to create a new document. Then, an empty document will be created and you will be able to scan your products to populate it."
msgid "Getting started with barcode scanning in Odoo is fairly easy. Yet, a good user experience relies on an appropriate hardware setup. This guide will help you through the task of choosing and configuring the barcode scanner."
msgid "The 3 recommended type of barcode scanners to work with the Odoo **Inventory** and **Barcode Scanning** apps are the **USB scanner**, **the bluetooth scanner** and the **mobile computer scanner**."
msgid "If you scan products at a computer location, the **USB scanner** is the way to go. Simply plug it in the computer to start scanning. Just make sure when you buy it that the scanner is compatible with your keyboard layout or can be configured to be so."
msgid "The **bluetooth scanner** can be paired with a smartphone or a tablet and is a good choice if you want to be mobile but don't need a big investment. An approach is to log in Odoo on you smartphone, pair the bluetooth scanner with the smartphone and work in the warehouse with the possibility to check your smartphone from time to time and use the software 'manually'."
msgid "For heavy use, the **mobile computer scanner** is the handiest solution. It consists of a small computer with a built-in barcode scanner. This one can turn out to be a very productive solution, however you need to make sure that is is capable of running Odoo smoothly. The most recent models using Android + Google Chrome or Windows + Internet Explorer Mobile should do the job. However, due to the variety of models and configurations on the market, it is essential to test it first."
msgid "An USB barcode scanner needs to be configured to use the same keyboard layout as your operating system. Otherwise, your scanner won't translate characters correctly (replacing a 'A' with a 'Q' for example). Most scanners are configured by scanning the appropriate barcode in the user manual."
msgid "By default, Odoo has a 50 milliseconds delay between each successive scan (it helps avoid accidental double scanning). If you want to suppress this delay, you can configure your scanner to insert a carriage return at the end of each barcode. This is usually the default configuration and can be explicitly configured by scanning a specific barcode in the user manual ('CR suffix ON', 'Apply Enter for suffix', etc.)."
msgid "The barcode scanning features can save you a lot of time usually lost switching between the keyboard, the mouse and the scanner. Properly attributing barcodes to products, pickings locations, etc. allows you to work more efficiently by controlling the software almost exclusively with the barcode scanner."
msgid "To use this feature, you first need to activate the *Barcode* functionality via :menuselection:`Inventory --> Settings --> Barcode Scanner`. Once you have ticked the feature, you can hit save."
msgid "You can easily assign barcodes to your different products via the *Inventory* app. To do so, go to :menuselection:`Settings --> Configure Products Barcodes`."
msgid "Be careful to add barcodes directly on the product variants and not on the template product. Otherwise, you won’t be able to differentiate them."
msgid "If you manage multiple locations, you will find useful to attribute a barcode to each location and stick it on the location. You can configure the locations barcodes in :menuselection:`Inventory --> Configuration --> Locations`."
msgid "Most retail products use EAN-13 barcodes. They cannot be made up without proper authorization. You must pay the International Article Numbering Association a fee in exchange for an EAN code sequence."
msgid "Drop-Shipping is a system that allows orders taken from your store to be shipped straight from your supplier to your customer. On a usual delivery system, products are sent from your supplier to your warehouse to be put in stock and then shipped to your customers after ordering."
msgid "With drop-shipping, no item is stocked. When a customer places an order in your shop, the item is delivered straight from the supplier to the customer. Therefore, the product doesn't need to get through your warehouse."
msgid "One reason is that you'll always make smaller margins on items that are drop-shipped, so you should keep it only for items that take up a lot of space in your warehouse."
msgid "Chances are that products that are in high demand are being offered by large suppliers at a fraction of the price you'll be able to charge, so using a more costly shipping method won't be financially rewarding. But if your product is unique, then it makes sense!"
msgid "Drop-shipping should take a reasonable amount of time and surely not more than it would have taken you to handle it all by yourself. It's also nice to be able to provide your customers with a tracking number."
msgid "It's good to know if the product you're selling is available upstream. If you don't have that information, inform your customers that you don't hold the item in stock and that it's subject to availability from a third party."
msgid "For more information and insights about Drop-Shipping, you can read our blog: `*What is drop-shipping and how to use it* <https://www.odoo.com/blog/business-hacks-1/post/what-is-drop-shipping-and-how-to-use-it-250>`__."
msgid "Then, go to the *Inventory* app, in :menuselection:`Configuration --> Settings` to activate the *Multi-Step Routes* feature. It will allow you to make the *Route* field appear on the sale order lines to specify you send a product via drop-shipping."
msgid "Now, in the *Sales* app, go to :menuselection:`Products --> Products`. Select the product you would like to drop-ship and add a vendor pricelist which contains the right supplier, via the purchase tab."
msgid "Create a *Sales Order* and add the product on which you just set the vendor. Add the *Route* field thanks to the widget on the right of the sale order line. Now, you are able to specify that your products’ route is *Drop-Shipping*."
msgid "Once the sale order is confirmed, Odoo automatically generates a *Request for Quotation* for the supplier who will proceed to the drop-shipping. You can find it in the *Purchase* app, with the sale order as *Source Document*."
msgid "Once this *Purchase Order* is confirmed, a *Receipt Order* is created and linked to it. The source location is the vendor location and the destination location is the customer location. Then, the product won’t go through your own stock when you validate the dropship document."
msgid "Depending on factors such as the type of items you sell, the size of your warehouse, the number of orders you register everyday... the way you handle deliveries to your customers can vary a lot."
msgid "For companies having a rather small warehouse and that do not require high stock of items or don't sell perishable items, a one step shipping is the simplest solution, as it does not require a lot of configuration and allows to handle orders very quickly."
msgid "Using inventory methods such as FIFO, LIFO and FEFO require to have at least two steps to handle a shipment. The picking method will be determined by the removal strategy, and the items removed will then be shipped to the customer. This method is also interesting if you hold larger stocks and especially when the items you stock are big in size."
msgid "The three steps system becomes useful in more specific situations, the main one being for handling very large stocks. The items are transferred to a packing area, where they will be assembled by area of destination, and then set to outbound trucks for final delivery to the customers."
msgid "With Odoo, you can choose among different types of labels for your delivery orders. Follow the steps below and give an appropriate label type to your delivery."
msgid "In the **Pricing** tab, under **Fedex label stock type**, you can choose one of the label types available. The availability will vary depending on the carrier."
msgid "As you confirm the sale and validate the delivery with the carrier for which you have modified the label type, The label will appear in your history."
msgid "There is no configuration needed to deliver in one step. The default outgoing shipments are configured to be directly delivered from the stock to the customers."
msgid "However, if advanced routes have been activated and you set another shipping configuration on your warehouse, you can set it back to the one-step delivery configuration. Go to :menuselection:`Inventory --> Configuration --> Warehouses` and edit the warehouse in question."
msgid "Notice that we now see 1 delivery associated with this *sales order* in the stat button above the sales order. If you click on the 1 Delivery stat button, you should now see your delivery order."
msgid "You can also find the *delivery order* directly from the *Inventory* application. In the dashboard, you can click the *1 TO PROCESS* button under the Delivery Orders Kanban card."
msgid "Once you *Validate* the delivery order, the products leave your *WH/Stock location* and are moved to the *Customer location*. You can easily see that the delivery took place thanks to the status of the document which is now *Done*."
msgid "When an order goes to the shipping department for final delivery, Odoo is set up by default to utilize a one-step operation: once all goods are available, they are able to be shipped in a single delivery order. However, that process may not reflect reality and your company could require more steps before shipping."
msgid "With the delivery in 3 steps (Pick + Pack + Ship), the items will be picked to be transferred to a packing area. Then, they will be moved to an output location before being effectively shipped to the customers."
msgid "The first step is to allow using *multi-step routes*. Indeed, routes provide a mechanism to chain different actions together. In this case, we will chain the picking step to the shipping step."
msgid "To allow *multi-step routes*, go to :menuselection:`Inventory --> Configuration --> Settings` and activate the option. Note that activating *Multi-Step Routes* will also activate *Storage Locations*."
msgid "Once *Multi-Step Routes* has been activated, you can go to :menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which will use delivery in 3 steps. You can then select the option *Pack goods, send goods in output and then deliver (3 steps)* for *Outgoing Shipments*."
msgid "Activating this option will lead to the creation of two new locations, *Output* and *Packing Zone*. If you want to rename it go to :menuselection:`Inventory --> Configuration --> Locations`, *Select* the one you want to rename and update its name."
msgid "In the *Sales* application, you can create a quotation with some storable products to deliver. Once you confirm the quotation, three pickings will be created and automatically linked to your sale order."
msgid "The picking operation is the first one to be processed and has a *Ready* status while the other ones are *Waiting Another Operation*. The Packing operation will become *Ready* as soon as the picking one is marked as done."
msgid "Once the picking has been validated, the packing order is ready to be processed. Thanks to the fact that the documents are chained, the products which have been previously picked are automatically reserved on the packing order which can be directly validated."
msgid "Once the packing has been validated, the delivery order is ready to be processed. Here again, it is directly ready to be validated in order to transfer the products to the customer location."
msgid "When an order goes to the shipping department for final delivery, Odoo is set up by default to utilize a one-step operation: once all goods are available, they are able to be shipped in a single delivery order."
msgid "However, your company's business process may have one or more steps that happen before shipping. In the two steps process, the products which are part of the delivery order are picked in the warehouse and brought to an output location before being effectively shipped."
msgid "Once *Multi-Step Routes* has been activated, you can go to :menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which will use delivery in 2 steps. You can then select the option *Send goods in output and then deliver (2 steps)* for Outgoing Shipments."
msgid "Activating this option will lead to the creation of a new *Output* location. If you want to rename it go to :menuselection:`Inventory --> Configuration --> Locations`, Select Output and update its name."
msgid "In the *Sales* application, you can create a quotation with some storable products to deliver. Once you confirm the quotation, two pickings will be created and automatically linked to your sale order."
msgid "If you click on the *2 Delivery* button, you should now see two different pickings, one with a reference *PICK* to designate the picking process and another one with a reference *OUT* to designate the shipping process."
msgid "The picking operation is the first one to be processed and has a *Ready* status while the delivery operation will only become *Ready* once the picking operation has been marked as done."
msgid "Once the picking has been validated, the delivery order is ready to be processed. Thanks to the fact that the documents are chained, the products which have been previously picked are automatically reserved on the delivery order."
msgid "Depending on factors such as the type of items you receive, the size of your warehouse, the number of receipt you register everyday... the way you handle receipts to your customers can vary a lot."
msgid "Odoo uses **routes** to define exactly how you will handle the different receipt steps. The configuration is done at the level of the warehouse. In standard, the reception is a one step process, but changing the configuration can allow to have 2 or even 3 steps."
msgid "**Two steps**: You receive the goods in an input area then transfer them from input area to your stock. As long as the goods are not transferred in your stock, they will not be available for further processing."
msgid "**Three steps**: In many companies, it is necessary to assess the received good. The goal is to check that the products correspond to the quality requirements agreed with the suppliers. Adding a quality control step in the goods receipt process can become essential."
msgid "You receive the goods in an input area, then transfer them into quality area for quality control. When your quality check process finishes then you can move the goods from QC to stock. Of course, you may change the quantity and only transfer to Stock the quantity that is valid and decide that you will return the quantity that is not good."
msgid "There is no configuration needed to receive in one step. The default incoming shipments are configured to be directly received from the vendors to the stock."
msgid "However, if advanced routes have been activated and you set another incoming configuration on your warehouse, you can set it back to the one-step receipt configuration. To do so, go to :menuselection:`Configuration --> Warehouses` and edit the warehouse in question."
msgid "To create a *Request for Quotation*, go to the *Purchase* application and click on *Create*. Then, add some storable products to receive and confirm the *RfQ*."
msgid "Notice that, now, we see 1 receipt associated with the purchase order you just created. If you click on the button, you will see your receipt order."
msgid "You can also fin the receipt directly from the *Inventory* app. When on the dashboard, you can click the *1 TO PROCESS* button under the *Receipts* Kanban card. Then, you will see your receipt."
msgid "Now, enter the picking that you want to process. You will be able to click on *Validate* to complete the move directly as products coming from suppliers are considered as being always available."
msgid "Once you *Validate* the receipt, the products leave the *Supplier Location* to enter your *WH/Stock Location*. You can easily see that the receipt took place thanks to the status of the document, which is now *Done*."
msgid "Quality is essential for most companies. To make sure we maintain quality throughout the supply chain, it only makes sense that we assess the quality of the products received from suppliers. To do so, we will add a quality control step."
msgid "Odoo uses routes to define how to handle the different receipt steps. Configuration of those routes is done at the warehouse level. By default, the reception is a one-step process, but it can also be configured to have two-steps or three-steps processes."
msgid "The three-steps flow works as follows: you receive the goods in your receiving area, then transfer them into a quality area for quality control (QC). When the quality check is completed, the goods that match the QC requirements are moved to stock"
msgid "The first step is to allow the use of *Multi-Step Routes*. Routes provide a mechanism to chain different actions together. In this case, we will chain the picking step to the shipping step."
msgid "Once *Multi-Step Routes* has been activated, go to :menuselection:`Inventory --> Configuration --> Warehouse` and enter the warehouse which should work with the 3-steps reception. Then, select *Receive goods in input, then quality and then stock (3 steps)* for *Incoming Shipments*."
msgid "Activating this option leads to the creation of two new locations: *Input* and *Quality Control*. To rename them, go to :menuselection:`Inventory --> Configuration --> Locations` and select the one you want to rename."
msgid "To start the 3-steps reception process, create a *Request for Quotation* from the *Purchase* app, add some storable products to it and confirm. Then, three pickings are created with your *Purchase Order* as the source document:"
msgid "To access the receipt operation, click on the button from the *Purchase Order* or go back to the *Inventory* app dashboard and click on *Receipts*."
msgid "Once the receipt has been validated, the transfer to quality becomes *Ready*. And, because the documents are chained to each other, products previously received are automatically reserved on the transfer. Then, the transfer can be directly validated."
msgid "Now, the transfer that enters the products to stock is *Ready*. Here, it is again ready to be validated in order to transfer the products to your stock location."
msgid "Odoo uses routes to define exactly how you will handle the different receipt steps. The configuration is done at the *Warehouse* level. By default, the reception is a one-step process, but changing the configuration can allow you to have 2 steps."
msgid "The 2 steps flow is like this: you receive the goods in an input area, then transfer them to your stock. As long as the goods are not transferred in your stock, they will not be available for further processing."
msgid "The first step is to allow using *multi-step routes*. Indeed, routes provide a mechanism to chain different actions together. In this case, we will chain the unload step in the input area to the step entering the products in stock."
msgid "To allow *multi-step routes*, go to :menuselection:`Configuration --> Settings` and activate the feature. By default, activating *multi-step routes* will also activate *Storage Locations*."
msgid "Once *multi-step routes* is activated, you can go to :menuselection:`Configuration --> Warehouse` and enter the warehouse which will use receipt in 2 steps. Then, you can select the option *Receive goods in input and then stock (2 steps)* for *Incoming Shipments*."
msgid "Activating this option will lead to the creation of a new *Input* location. If you want to rename it, you can go to :menuselection:`Configuration --> Locations --> Select Input` and update its name."
msgid "In the *Purchase* application, you can create a *Request for Quotation* with some storable products to receive from a supplier. Once the *RfQ* is confirmed, the receipt picking will be created and automatically linked to your purchase order."
msgid "Now, by clicking on the *1 Receipt* button, you will see the first picking which will allow entering the product in the *input location*. Then, another picking, an internal transfer, has been created in order to move the products to *Stock*."
msgid "The receipt is the first one to be processed and has a *Ready* status while the internal transfer will only become *Ready* once the receipt has been marked as *Done*."
msgid "By default, a receipt is always considered as ready to be processed. Then, you will be able to directly click on *Validate* to mark it as done."
msgid "Once the receipt has been validated, the internal transfer is ready to be processed. As documents are chained, the products which have been received are automatically reserved on the internal transfer. Once the transfer is validated, those products enter the stock and you will be able to use them to fulfill customer deliveries or manufacture products."
msgid "In Odoo, lots and serial numbers have similarities in their functional system but are different in their behavior. They are both managed within the **Inventory**, **Purchases** and **Sales** app."
msgid "**Serial numbers** are identification numbers given to one product in particular, to allow to track the history of the item from reception to delivery and after-sales."
msgid "**Lots** are interesting for products you receive in great quantity and for which a lot number can help in reportings, quality controls, or any other info. Lots will help identify a number of pieces having for instance a production fault. It can be useful for a batch production of clothes or food."
msgid "**Serial numbers** are interesting for items that could require after-sales service, such as smartphones, laptops, fridges, and any electronic devices. You could use the manufacturer's serial number or your own, depending on the way you manage these products"
msgid "Storing consumable products such as kitchen roll, toilet paper, pens and paper blocks in lots would make no sense at all, as there are very few chances that you can return them for production fault."
msgid "On the other hand, giving a serial number to every product is a time-consuming task that will have a purpose only in the case of items that have a warranty and/or after-sales services. Putting a serial number on bread, for instance, makes no sense at all."
msgid "In many companies, products have expiration dates and they should be managed based on those dates. In the food industry, for example, tracking and managing product stock based on expiration dates is mandatory to avoid selling expired products to customers."
msgid "To use expiration date tracking, open the *Inventory* application and go to :menuselection:`Configuration --> Settings` and activate the *Lots & Serial Numbers* and *Expiration Dates* features."
msgid "Product Use Time: the number of days before the goods start deteriorating, without being dangerous. This is used to calculate the Best before date on each lot/serial number received."
msgid "Product Life Time: the number of days before the goods may become dangerous and must not be consumed. This is used to calculate the Expiration date on each lot/serial number received."
msgid "Product Removal Time: shows the number of days before the goods should be removed from the stock. This is used to calculate the Removal date on each lot/serial number received."
msgid "Product Alert Time: refers to the number of days before an alert should be raised on the lot/serial number. This is used to calculate the Alert date on each lot/serial number received. Once the Alert date is reached, an Activity is assigned on the relevant lot/serial number to the Responsible user defined on the Product."
msgid "When receiving a product into inventory, the dates will automatically be updated on the corresponding lot/serial number. These updates will be based on the receipt date of the product and the days set on the product form."
msgid "You can access expiration alerts from the *inventory* app. To do so, go to :menuselection:`Master Data --> Lots/Serial Numbers`. There, you can use the pre-existing filter to show all the lots/serial numbers that have exceeded their respective alert dates."
msgid "Lots are useful for products you receive in great quantity and for which a lot number can help in reporting, quality controls, or any other info. Lots will help identify a number of pieces having, for instance, a production fault. It can be useful for a batch production of clothes or food."
msgid "First, you need to activate the tracking of lot numbers. To do so, go to :menuselection:`Inventory --> Configuration --> Settings` and tick *Lots & Serial Numbers*. Then, click on save."
msgid "Go to :menuselection:`Master Data --> Products` and open the product of your choice. There, click on *Edit* and select *Tracking by Lots* in the inventory tab."
msgid "When opening the detailed operations, you can click on *Add a line*. Then, you will be able to fill the lot number in. Once done, you can click on *Add a line* again to register a new lot number."
msgid "Once the spreadsheet containing the lot numbers you received from your supplier and copy the list. Then, you can paste them in the *Lot/Serial Number Name* column for Odoo to automatically create the necessary lines. After that, you will have to manually enter the number of products that are contained in each one of the lots."
msgid "Of course, you also have the possibility to define how you will manage lots for each operation type. To do so, open the *Inventory* app and go to :menuselection:`Configuration --> Operation Types`."
msgid "For each type (receipts, internal transfers, deliveries, …), you can decide if you allow to create new lot numbers or only use existing ones. By default, the creation of new lots is only allowed at product reception, and using existing lot numbers isn’t allowed in this operation. If you have inter-warehouse transfers and track products by lots, it can be useful to allow using existing lot numbers in receipts too."
msgid "The lot number given to the products allows you to keep track of where they were received, put in stock, to whom they were sold and where they were shipped to."
msgid "To track an item, open the *Inventory* module and, in :menuselection:`Master Data --> Lots/Serial Numbers`, click on the lot number corresponding to your search."
msgid "To track products with serial numbers, you can use the serial number tracking. With them, you can track the current location of the product and, when the products are moved from one location to another, the system will automatically identify the current location of the product, based on its last movement."
msgid "First, you need to activate the serial numbers tracking. To do so, go to :menuselection:`Configuration --> Settings` in the *Inventory* application. Then, enable the feature and hit save."
msgid "Now, you have to configure the products you want to track by serial numbers. To do so, go to :menuselection:`Master Data --> Products` and open the product of your choice. Edit it and select *Tracking By Unique Serial Number* in the *Inventory tab*. Then, click on save."
msgid "When opening the detailed operations, you can click on *Add a line*. Then, you will be able to fill in the serial number field. Once done, you can click again on *Add a line* to register a new serial number."
msgid "By using the multi-assignation of serial numbers, Odoo will automatically create the necessary lines. To do so, you have to enter the first serial number of your set and the number of products you have to assign a serial number to."
msgid "To use copy/pasting, open the spreadsheet containing the serial numbers you received and copy the list. Then, past them in the *Lot/Serial Number Name* column of the wizard. Doing so, Odoo will automatically create the lines you need."
msgid "You also have the possibility to define how you will manage lots for each operation type. To define it, go to :menuselection:`Configuration --> Operation Types` in the *Inventory* app."
msgid "For each type, you can decide if you allow the creation of new lot numbers or want to use existing ones. By default, the creation of new lots is only allowed at product reception."
msgid "Using serial numbers allows you to keep track of where the products were received, put in stock, to whom they were sold, and where they were shipped to."
msgid "Tracking an item is easy: open the *Inventory* app, and go to :menuselection:`Master Data --> Lots/Serial Numbers` and click on the serial number corresponding to your search. Then, open the *Traceability* information. There, you will see in which documents the serial number has been used."
msgid "Batch picking allows a single picker to handle a batch of orders, reducing the number of times he must visit the same location. In Odoo, it means you can regroup several transfers into the same batch transfer, then process it, either via the barcode application or in the form view."
msgid "Now, determine the batch transfer responsible and the type of transfers you want to include in the batch. To add the types of transfers, click on *Add a line*."
msgid "In the example below, a filter was applied to only see the transfers that are in the *Pick* step. After that, the different transfers that needed to be included in the batch transfer were selected."
msgid "To see the products to pick for the different transfers, click on *Select*. If *Multi-locations* has been activated, the document also shows the locations they have been reserved from."
msgid "While gathering the products, you can edit the batch transfer and update the *Quantity done* for each product. Once everything has been picked, select *Validate* so the different transfers contained in the batch are validated too."
msgid "In the batch transfer, products are classified per location. The source document is visible on each line and a color-code helps differentiate them."
msgid "Consignee stock is a great way for manufacturers and suppliers to launch new products. As resellers may be reluctant to buy a product they are not sure to be able to sell, consignee stock will allow them to offer an item to check its market without having to pay for it in the first place."
msgid "To use this feature, go to :menuselection:`Inventory --> Configuration --> Settings` in the inventory app. Then, enable the *Consignment* feature in the *Traceability* section. Now, hit save."
msgid "When in the *Inventory* app, open the receipts and create a new reception. On the right side, you will see that a new line called *Assign Owner* has appeared. There, you can specify the partner which owns the stock."
msgid "Providing the best possible service to customers is vital for business. It implies planning every move: manufacturing orders, deliveries, receptions, and so on. To do so, you need to configure lead time properly and coordinate scheduled dates."
msgid "By using lead times, Odoo provides end dates, the **Commitment Date**, for each process. On a sales order, for example, this is the date your customer will get the products he ordered."
msgid "From the customers’ side, the commitment date is important because it gives them an estimation of when they will receive their products. The dates take all other lead times, such as manufacturing, delivery, or suppliers, into account."
msgid "As said above, there are several types of lead times. Each is calculated based on various indicators. Before going through the configuration, here is a brief summary of how lead times are calculated and what they are:"
msgid "**Customer Lead Time**: the customer lead time is the default duration you set. Therefore, the expected date on the sales orders is today + customer lead time."
msgid "**Sales Security Lead Time**: the purpose is to be ready shipping that many days before the actual commitment taken with the customer. Then, the default scheduled date on the delivery order is **SO delivery date - Security Lead Time**."
msgid "**Purchase Security Lead Time**: additional time to mitigate the risk of a vendor delay. The receipt will be scheduled that many days earlier to cope with unexpected vendor delays. In case of a *Replenish to Order*, the **Delivery order scheduled date - Security lead time** for purchase will be the default *Receipt* scheduled date."
msgid "**Purchase Delivery Lead Time**: this is the expected time between a PO being confirmed and the receipt of the ordered products. The **Receipt scheduled date - Vendor delivery date** is the default *PO Order By* date."
msgid "**Days to Purchase**: number of days the purchasing department takes to validate a PO. If another RFQ to the same vendor is already opened, Odoo adds the line to the RFQ instead of creating a new one. Then, the specific date is set on the line."
msgid "**Manufacturing Lead Time**: this is the expected time it takes to manufacture a product. This lead time is independent of the quantity to produce and does not take the routing time into account."
msgid "**Manufacturing Security Lead Time**: additional time to mitigate the risk of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead Time** is the default *Manufacturing Order* planned date."
msgid "In the *Sales* app, there is an option called *Delivery Date*. It allows seeing an additional field on the sales orders, *Expected Date*. This one is automatically computed based on the different lead times previously configured."
msgid "The *Customer Lead Time* is the time needed for your product to go from your warehouse to the customer place. It can be configured on any product by going to :menuselection:`Sales --> Products --> Products`. There, open your product form, go in the inventory tab, and add your *Customer Lead Time*."
msgid "For example, product B is ordered on the 2nd of April but the *Customer Lead Time* is two days. In that case, the expected delivery date is the 4th of April."
msgid "In sales, *Security Lead Time* corresponds to backup days to ensure you are able to deliver the products in time. The purpose is to be ready shipping earlier in order to arrive on time."
msgid "For example, product B is scheduled to be delivered on the 6th of April but the *Security Lead Time* is one day. In that case, the scheduled date for the delivery order is the 5th of April."
msgid "In many cases, customers order several products at the same time. Those can have different lead times but still need to be delivered, at once or separately. Fortunately, Odoo can help you handle these cases easily."
msgid "From the *Other Info* tab of your *Sale Order*, you can choose between *When all products are ready* and *As soon as possible*. The first one is to deliver products at once, while the second is to deliver them separately."
msgid "For example, products A and B are ordered at the same time. A has 8 lead days and B has 5. With the first option, the *Expected Date* is calculated based on the product with the most lead days, here A. If the order is confirmed on the 2nd of April, then the *Expected Date* is on the 10th of April."
msgid "With the second option, the *Expected Date* is calculated based on the product with the least customer lead days. In this example, B is the product with the least lead days. So, the *Expected Date* is on the 7th of April."
msgid "The *Supplier Lead Time* is the time needed for a product you purchased to be delivered. To configure it, open a product from :menuselection:`Purchase --> Products --> Products` and add a vendor under the *Purchase* tab."
msgid "By clicking on *Add a line*, a new window is displayed. You can specify the *Delivery Lead Time* there. If done so, the delivery day for every purchase of that product is now equal to *Date of the Purchase Order + Delivery Lead Time*."
msgid "The *Security Lead Time* for purchase follows the same logic as the one for *Sales*, except that you are the customer. Then, it is the margin of error for your supplier to deliver your order."
msgid "The *Manufacturing Lead Time* is the time needed to manufacture the product. To specify it, open the *Inventory* tab of your product form and add the number of days the manufacturing takes."
msgid "When working with *Manufacturing Lead Times*, the *Deadline Start* of the *MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s deadline start date for an order having a commitment date on the 10th of July is June 27th."
msgid "For example, a customer orders B with a delivery date scheduled on the 20th of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead Time* is 3 days, so the manufacturing of B needs to start at the latest on the 3rd of June, which is the MO’s planned date."
msgid "Let’s say that a customer orders B on the 1st of September and the delivery date is planned to be within 20 days (September 20th). In such a scenario, here is when all the various steps are triggered."
msgid "**September 14th**: the deadline start date for the manufacturing (19th - 3 days of manufacturing lead time - 2 days of security lead time for Manufacturing)"
msgid "Minimum Stock rules and Make to Order have similar consequences but different rules. They should be used depending on your manufacturing and delivery strategies."
msgid "Minimum Stock rules are used to ensure that you always have the minimum amount of a product in stock in order to manufacture your products and/or answer to your customer needs. When the stock level of a product reaches its minimum the system will automatically generate a procurement order with the quantity needed to reach the maximum stock level."
msgid "The Make to Order function will trigger a Purchase Order of the amount of the Sales Order related to the product. The system will **not** check the current stock. This means that a draft purchase order will be generated regardless of the quantity on hand of the product."
msgid "The Minimum Stock Rules configuration is available through your Inventory module. In the Inventory Control menu select \"Reordering Rule\" in the drop down menu. There, click on \"Create\" to set minimum and maximum stock values for a given product."
msgid "The Make to Order configuration is available on your product form through your :menuselection:`Inventory --> Inventory control --> Products` (or any other module where products are available)."
msgid "The choice between the two options is thus dependent of your inventory strategy. If you prefer to have a buffer and always have at least a minimum amount, the minimum stock rule should be used. If you want to reorder your stocks only if your sale is confirmed it is better to use the Make to Order."
msgid "In some cases, handling products in different units of measure is necessary. For example, if you buy products in a country where the metric system is of application and sell in a country where the imperial system is used, you will need to convert the units. Another common use case is buying products in bigger packs to your supplier and selling them in units to your customers."
msgid "In the *Inventory* application, go to :menuselection:`Configuration --> Settings`. In the *Products* section, activate *Units of Measure*, then *Save*."
msgid "In the *Inventory* application go to :menuselection:`Configuration --> UoM`. There, hit *Create*. As an example, we will create a Box of 6 units that we will use for the Egg product."
msgid "The category is important for unit conversion, you will be able to convert products from one unit to another only if those units belong to the same category. The box of 6 is 6 times bigger than the reference unit of measure for the category which is “Units” here."
msgid "In the :menuselection:`Inventory application --> Master Data --> Products`, open the product which you would like to change the purchase/sale unit of measure, and click on *Edit*."
msgid "In the *General Information* tab, you can select the *Unit of Measure* in which the product will be sold, which is also the unit in which internal transfers will take place. You can also select the *Purchase Unit of Measure*, which is the unit in which you purchase the product."
msgid "In the *Purchase* application, *Create* a new request for quotation in which you include the product with the different *Units of Measure* and *Confirm* it."
msgid "On the automatically generated purchase orders, the UoM used is the Box of 6, meaning the Purchase UoM. You have of course the possibility to manually modify the UoM if necessary. When you enter the *Receipt* which is linked to the purchase order, you can observe that the 10 boxes of 6 units have been converted in 60 units. Indeed, the stock is managed in units."
msgid "You can choose the unit of measure on the sale order document and decide to sell the eggs by the dozen. When doing so, the price is automatically computed from Units UoM to adapt to the selected *UoM*."
msgid "Units of measure specify the unit used to handle a product. In Odoo, you have the possibility to specify the unit of measure in which you manage your stock and the one which is used when purchasing the product to your supplier."
msgid "The *conversion* between the different units of measure is done automatically. The only condition is that all the units have to be in the *same category* (Unit, Weight, Volume, Length,...)"
msgid "For example, if I have the following reordering rule for the egg and I run the scheduler, the quantity added in the automatically generated purchase order will be in dozens but what will enter the stock will be units."
msgid "The package is the physical container in which you put one or several products from a picking. For example, when you deliver a product, you can decide to separate the quantity into two different packages. It then allows you to have a report with the quantity of products for each package."
msgid "To separate a delivery into different packages you will have to set the done quantity to the desired package quantity then click on \"PUT IN PACK\", do this for each package."
msgid "The packaging is the physical container that protects your product. If you are selling computers, the packaging contains the computer with the notice and the power plug."
msgid "Another useful use of the packaging is for product reception. By scanning the barcode of the packaging, Odoo adds the number of units contained in the packing on the picking."
msgid "You can then access your warehouses via :menuselection:`Inventory --> Configuration --> Warehouses`. Enter the warehouse which should be resupplied by another one. You will have the possibility to directly indicate through which warehouse it gets resupplied."
msgid "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\\*."
msgid "For the demonstration, I set a reordering rule with a minimum of 5 units in stock and a maximum of 10 units in stock, having currently 0 units on hand. I will run the scheduler by going to :menuselection:`Inventory --> Operations --> Run scheduler`."
msgid "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\\*."
msgid "Landed costs can only be applied to products with a FIFO or AVCO costing method and an automated inventory valuation (which requires the accounting application to be installed)."
msgid "First, you need to go in :menuselection:`Inventory --> Configuration --> Settings` and activate the landed costs feature. You can also determine the default journal in which the landed cost accounting entries will be recorded."
msgid "At the top of my vendor bill, I’ll see a button *create landed costs*. I click on this button and a landed cost is automatically created. I can now decide on which picking those additional costs should apply."
msgid "I can now click on *Compute* and go in the tab *Valuation Adjustments* to see the impact on my products costs. The last step is to validate the landed cost."
msgid "You are not forced to start from the vendor bill, you can also go in :menuselection:`Inventory --> Operations --> Landed Costs` and directly create the landed cost from there."
msgid "Inventory valuation refers to how you value your stock. It’s a very important aspect of a business as the inventory can be the biggest asset of a company."
msgid "In **Standard Price**, any product will be valued at the cost that you defined manually on the product form. Usually, this cost is an estimation based on the material and labor needed to obtain the product. This cost must be reviewed periodically."
msgid "In **AVCO (Average Cost)**, each product has the same value and this value is the average purchase cost of the product. With this costing method, the cost of the product is recomputed as each receipt."
msgid "In **FIFO (First In First Out)**, the products are valued at their purchase cost. When a product leaves the stock, that’s the “First in, first out” rule that applies."
msgid "Pay attention, that this is a financial FIFO. The first value “in” is the first value “out”, no matter the storage location, warehouse or serial number."
msgid "There are two ways to record your inventory valuation in your accounting books. As the costing method, this is defined in your product category. Those two methods are detailed below."
msgid "It is important to also note that the accounting entries will depend on your accounting mode: it can be continental or anglo-saxon. In continental accounting, the cost of a good is taken into account as soon as the product is received in stock. In anglo-saxon accounting, the cost of a good is only recorded as an expense when this good is invoiced to a final customer. In the tables below, you can easily compare those two accounting modes."
msgid "Usually, based on your country, the correct accounting mode will be chosen by default. If you want to verify your accounting mode, activate the :ref:`developer mode <developer-mode>` and open your accounting settings."
msgid "In this case, goods receipts and deliveries won’t have any direct impact on your accounting books. Periodically, you create a manual journal entry representing the value of what you have in stock. To know that value, go in :menuselection:`Inventory --> Reporting --> Inventory Valuation`."
msgid "This is the default configuration in Odoo and it works out-of-the-box. Check following operations and find out how Odoo is managing the accounting postings."
msgid "At the end of the month/year, your company does a physical inventory or just relies on the inventory in Odoo to value the stock into your books."
msgid "In that case, when a product enters or leaves your stock, an accounting entry will be automatically created. This means your accounting books are always up-to-date. This mode is dedicated to expert accountants and advanced users only. As opposed to periodic valuation, it requires some extra configuration & testing."
msgid "Expenses: this is where you should set the \"Cost of Goods Sold\" account. Defined on the product category as a default value, or specifically on the product form."
msgid "Each time a product enters or leaves your stock, the value of your inventory is impacted. The way it is impacted depends on the configuration of your product (more info here)."
msgid "When I’ll confirm the receipt of the products, the value of my inventory will be impacted. If I want to know what this impact is, I can click on the valuation stat button."
msgid "The consignment feature allows you to set owners on your stock (discover more about the consignment feature). When you receive products that are owned by another company, they are not taken into account in your inventory valuation."
msgid "The summary of this is accessible via the inventory valuation report (accessible from :menuselection:`Inventory --> Reporting --> Inventory Valuation`). It gives you, product per product, the value of your stock. By clicking on the button *Inventory At Date*, you can have the same information for a past date."
msgid "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."
msgid "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."
msgid "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."
msgid "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."
msgid "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**)."
msgid "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."
msgid "Cross-docking is the process of sending products that are received directly to the customers, without making them enter the stock. The trucks are simply unloaded in a *Cross-Dock* area in order to reorganize products and load another truck."
msgid "For more information on how to organize your warehouse, read our blog: `What is cross-docking and is it for me? <https://www.odoo.com/blog/business-hacks-1/post/what-is-cross-docking-and-is-it-for-me-270>`__"
msgid "Now, both *Incoming* and *Outgoing* shipments should be configured to work with 2 steps. To adapt the configuration, go to :menuselection:`Inventory --> Configuration --> Warehouses` and edit your warehouse."
msgid "This modification will lead to the creation of a *Cross-Docking* route that can be found in :menuselection:`Inventory --> Configuration --> Routes`."
msgid "Create the product that uses the *Cross-Dock Route* and then, in the inventory tab, select the routes *Buy* and *Cross-Dock*. Now, in the purchase tab, specify the vendor to who you buy the product and set a price for it."
msgid "Once done, create a sale order for the product and confirm it. Odoo will automatically create two transfers which will be linked to the sale order. The first one is the transfer from the *Input Location* to the *Output Location*, corresponding to the move of the product in the *Cross-Dock* area. The second one is the delivery order from the *Output Location* to your *Customer Location. Both are in state *Waiting Another Operation* because we still need to order the product to our supplier."
msgid "Now, go to the *Purchase* app. There, you will find the purchase order that has been automatically triggered by the system. Validate it and receive the products in the *Input Location*."
msgid "When the products have been received from the supplier, you can go back to your initial sale order and validate the internal transfer from *Input* to *Output*."
msgid "When owning several warehouses, you might need to transfer goods from one warehouse to another. Proceeding to such behavior is called *inter-warehouse transfers*. If this action is physically easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive flow that helps save time when registering those transfers."
msgid "The next step is to create your new warehouse. To do so, go to :menuselection:`Configuration --> Warehouse Management --> Warehouses` and click on **Create**."
msgid "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])."
msgid "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."
msgid "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."
msgid "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."
msgid "The final step is to create your internal transfer. If you want to transfer eight units of a product from your first warehouse to another one, proceed as follows:"
msgid "From your dashboard, select an internal movement of one of the two warehouses. To do so, click on :menuselection:`Manage --> Planned Transfer`."
msgid "On the new window, select the source location zone (in this case, your \"old\" warehouse) and the destination location zone (in this case, your \"new\" warehouse)."
msgid "If you select **Mark as TODO**, Odoo puts the transfer in **Waiting Availability** status. Click on **Reserve** to reserve the number of products in your source warehouse."
msgid "Click on the little pencil logo in the lower right corner to open the operation details window. In this new window you can manually indicate how many products you process."
msgid "If you decide to process the transfer order partially (e.g., a part of the products can't be shipped yet due to an unexpected event), Odoo automatically asks if you wish to create a **backorder**."
msgid "When you plan to deliver a customer, you don’t know in advance if the products will come from Warehouse A or Warehouse B. You may, in some cases, need to take stock from different warehouses. With *Odoo*, you can configure this by using the concept of virtual warehouses. Let us show you how to set those virtual warehouses."
msgid "Let’s say you have two warehouses: Warehouse A and Warehouse B. Create a new warehouse, that will be a virtual one. It will allow you to take the stock from A or B. To do so, go to your inventory app settings and enable the multi-warehouses feature. Then, go to the warehouses menu and click on create."
msgid "Now, you have to make sure that the main stock locations of warehouse A and warehouse B are children locations of the main stock location of warehouse A + B. Go to the locations menu, and edit the main location of your two warehouses. Then, change their parent location to main location of warehouse A+B."
msgid "Let’s say you have two products, one stored in warehouse A and one stored in warehouse B. Now, you can create a new quotation for one of each product. Go to other information and choose Warehouse A+B in the shipping information."
msgid "Once you have done it, you can convert it to a sales order. Then, a delivery order will be automatically generated, with a product reserved in warehouse A and one in warehouse B."
msgid "In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel."
msgid "This kind of strategic process can be configured using *Routes*, featuring *Pull and Push Rules*. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions given by the rules. Yes, Odoo simplifies your life."
msgid "Let’s imagine a generic warehouse plan, where you can find receiving docks, a quality control area, storage locations, picking and packing areas, and shipping docks. All products go through all these locations, which also trigger all the route's rules."
msgid "In this example, vendor trucks unload pallets of ordered goods at receiving docks. Operators then scan the products in the receiving area. Some of these products are sent to a quality control area (those devoted to being used during the manufacturing process, for example), while others are directly stored in their respective locations."
msgid "Here is an example of a fulfillment route. In the morning, items are picked for all the orders that need to be prepared during the day. These items are picked from storage locations and moved to the picking area, close to where the orders are packed. Then, the orders are packed in their respective boxes and conveyors bring them close to the shipping docks, ready to be delivered to customers."
msgid "With *Pull Rules*, a demand for some products triggers procurements, while *Push Rules* are triggered by products arriving in a specific location."
msgid "We can say that *Pull Rules* are used to fulfill a customer order, a sale order. So, Odoo generates a need at the *Customer Location* for each product in the order. Because *Pull Rules* are triggered by a need, Odoo looks for a *Pull Rule* defined on the *Customer Location*. In our case, a delivery order pull rule that transfers products from the *Shipping Area* to the *Customer Location* is found, and a transfer between the two locations is created."
msgid "Then, Odoo finds another pull rule that tries to fulfill the need for the *Shipping Area*: the *Packing Rule* that transfers products from the *Packing Area* to the *Shipping Area*. And, finally, other rules are triggered until a transfer between the *Stock* and the *Picking Area* is created."
msgid "All these transfers are pre-generated by Odoo, starting from the end and going backwards. While working, the operator process these transfers in the opposite order: first the picking, then the packing, then the delivery order."
msgid "On the other hand, *Push Rules* are much easier to understand. Instead of pre-generating documents based on needs, they are live-triggered when products arrive in a specific location. *Push Rules* basically say: \"when a product arrives at a specific location, move it to another location.\""
msgid "A simple example would be: when a product arrives in the *Receipt Area*, move them to the *Storage Location*. As different rules can be applied to different products, you can assign different storage locations for different products."
msgid "Another rule could be: when products arrive at a location, move them to the *Quality Control Area*. Then, once the quality check is done, move them to their *Storage Location*."
msgid "Sets of rules like those are called routes. The grouping on the rule defines how products are grouped in the same transfer or not. For example, during the picking operation, all orders are grouped in one transfer, whereas the packing operation respects the grouping per customer order."
msgid "To configure a route such as one of those above, open the **Inventory Application** and go to :menuselection:`Configuration --> Settings`. Then, enable the *Multi-Step Routes* feature."
msgid "Odoo’s pre-configured routes are available in the warehouses’ menu. To find it, go to :menuselection:`Inventory --> Configuration --> Warehouses`. There, open your warehouse and edit it to see the pre-configured routes for incoming and outgoing shipments."
msgid "Some more advanced routes, such as pick-pack-ship, are already configured to make your life easier. Those are based on your choice for shipments. Once you made your choice, head to :menuselection:`Inventory --> Configuration --> Routes` to see the routes Odoo generated for you."
msgid "Opening one of those routes allows you to see on what you can apply the route. Here, all the selected product categories in the *YourCompany* warehouse are set up to follow the 3-steps route."
msgid "Easier for many businesses, this process might not fit yours. Thus, you can configure custom routes in which you can define your own rules, but also the source and destination location of each action. As an example, here are the rules for the pre-configured route."
msgid "To create a custom route, go to :menuselection:`Inventory --> Configuration --> Routes`, click on create, and choose the places where this route can be selected. Of course, combinations are available."
msgid "When applying the route on a product category (:menuselection:`Inventory --> Configuration --> Product Categories`), all the rules configured in the route are applied to **every** product of the category. For example, this can be useful if you use the dropshipping process for all the products from the same category."
msgid "The same behavior applies to the warehouses. If you tick *Warehouses*, all the transfers occurring inside the chosen warehouse, and meeting the conditions of the linked rules, then follow that route."
msgid "For the *Sales Order Lines*, it is more or less the opposite. You have to choose the route yourself when creating a quotation. This is pretty useful if some products go through different routes."
msgid "Finally, there are routes that can be applied to products. Those work more or less like the product categories: once selected, you have to manually set on which product it must be applied."
msgid "To do so, go to :menuselection:`Inventory --> Master Data --> Products` and open the one on which you want to apply the route. Then go to the *Inventory tab* and select the route you’ve created."
msgid "If, prima facie, the routes’ configuration can appear quite easy, don’t forget that we haven’t set up any rule yet. If not harder to set up, those are vital to have working routings."
msgid "The rules are to be defined on the routes. To do so, go to :menuselection:`Inventory --> Configuration --> Routes`, then to the *Rules* section, and click on *Add a line* button."
msgid "The available rules trigger various actions. If Odoo offers *Push* and *Pull* rules, others are also available. Here are some explanations for all of them:"
msgid "**Pull From**: this rule is triggered by a need for the product in a specific location. The need can come from a sale order which has been validated or from a manufacturing order which requires a specific component. When the need appears in the destination location, Odoo generates a picking to fulfill this need."
msgid "**Push To**: this rule is triggered by the arrival of some products in the defined source location. In the case you move products to the source location, Odoo generates a picking to move those products to the destination location."
msgid "**Pull & Push**: this rule allows generating pickings in the two situations explained above. This means that when products are required at a specific location, a transfer is created from the previous location to fulfill that need. This creates a need in the previous location and a rule is triggered to fulfill it. Once the second need is fulfilled, the products are pushed to the destination location and all the needs are fulfilled."
msgid "You must also define the *Operation Type*. This operation allows defining which kind of picking is created from the rule. With our above screenshot, the created picking is, for example, an internal transfer."
msgid "**Take From Stock, if Unavailable, Trigger Another Rule**: the products are taken from the available stock of the source location. If there is no stock available, the system tries to find a rule to bring the products to the source location."
msgid "In the *Scheduling* section, you can determine how Odoo behaves when one of the chain's pickings is rescheduled. In case you decide to **Propagate Rescheduling**, the next move is also to be rescheduled. If you prefer having the choice to reschedule the next move, you can decide to receive an alert in the form of a *next activity*."
msgid "**Take From Stock**: When products are needed in WH/Packing Zone, *Picks* (internal transfers from WH/Stock to WH/Packing Zone) are created from WH/Stock to fulfill the need."
msgid "**Trigger Another Rule**: When products are needed in WH/Output, *Packs* (internal transfers from WH/Packing Zone to WH/Output) are created from WH/Packing Zone to fulfill the need."
msgid "**Trigger Another Rule**: When products are needed in Partner Locations/Customers, Delivery Orders are created from WH/Output to fulfill the need."
msgid "If the source document is the same sale order, the status is not the same. In fact, the status is **Waiting Another Operation** if the previous transfer in the list is not done yet."
msgid "Obviously, the packing zone needs products ready to be packed. So, an internal transfer is requested to the stock and employees can gather the required products from the warehouse."
msgid "As explained in this documentation introduction, the last step in the process (here the delivery order) is the first to be triggered, which then triggers other rules until we reach the first step in the process (here, the internal transfer from to stock to the packing area). Now, everything is ready to be processed so the customer can get the ordered items."
msgid "A good warehouse implementation takes care that products automatically move to their appropriate destination location. To make that process easier, Odoo uses *Putaway rules*. But what is a putaway rule? Putaway is the process of taking products off the receiving shipments and directly putting them into the most appropriate location."
msgid "If, for example, a warehouse contains volatile substances, it is important to make sure that certain products are not stored close to each other because of a potential chemical reaction. That’s where putaway rules intervene, to avoid storing products wrongly."
msgid "In the *Inventory* app, go to :menuselection:`Configuration --> Settings` and activate the *Multi-Step Routes*. By doing so, the *Storage Locations* will be automatically activated."
msgid "In some cases, like for a retail shop storing vegetables and fruits, we have to store products in different locations to maintain product quality."
msgid "To manage those locations, we will create putaway rules. To do so, open the *Inventory* app and go to :menuselection:`Configuration --> Putaway Rules`. Then, click on create and configure your first rule indicating the main location the product will enter before being redirected to the right location."
msgid "Now, if I purchase apples and carrots to my supplier, they will be grouped in the same receipt but redirected to the right location automatically, thanks to putaway rules. This information is available from *Inventory Report*, under the reporting menu."
msgid "Usually, *Removal Strategies* are defined in picking operations to select the best products to optimize the distance for the worker, for quality control purposes, or to first move the products with the closest expiration date."
msgid "When a product movement needs to be done, Odoo finds available products that can be assigned to the transfer. The way Odoo assigns these products depends on the *Removal Strategy* defined in the *Product Category* or on the *Location*."
msgid "Imagine a generic warehouse plan, with receiving docks and area, storage locations, picking and packing areas, and shipping docks. All products go through all these locations, but some rules, such as removal strategies, can have an effect on which products are taken for the pickings."
msgid "Here, vendor trucks unload pallets of goods at the docks. Then, operators scan the products in the receiving area, with the receiving date and, if the product has an expiration date, the expiration date. After that, products are stored in their respective locations."
msgid "Next, several orders for the same product are made, but you didn’t receive the goods the same day and they don’t have the same expiration date. In that situation, you logically prefer sending those with the closest date first. Depending on the removal strategy you chose, Odoo generates a transfer with the products fitting your settings the best."
msgid "When using a **First In, First Out** strategy, a demand for some products triggers a removal rule which requests a transfer for the lot/serial number that has entered your stock the first."
msgid "To be clearer, let’s imagine that you have three lots of nails in your warehouse. Those three have the following lot numbers: 00001, 00002, 00003, each with 5 nails boxes in it. 00001 entered the stock on the 23rd of May, 00002 on the 25th of May, and 00003 on the 1st of June. A customer orders you 6 boxes on the 11th of June. With the *FIFO* strategy selected, a transfer is requested for the five boxes of 00001 and one of the boxes in 00002 because 00001 has entered your stock before the others. The box from 00002 is taken because it has the oldest enter date after 00001."
msgid "So, for every order of a product with the *FIFO* strategy selected, Odoo requests a transfer for the good that has been in your stock for the longest period."
msgid "The same way as for FIFO, the **Last In, First Out** strategy is based on moving products based on the date they entered the stock. Here, a demand for some products triggers a removal rule that requests a transfer for the lot/serial number that has entered your stock the last."
msgid "To better understand, let’s imagine three lots of screws in your warehouse. Those three have the following numbers: 10001, 10002, 10003, each with 10 screw boxes in it. 10001 has entered the stock on the 1st of June, 10002 on the 3rd of June, and 10003 on the 6th of June. A customer orders 7 boxes on the 8th of June. With the *LIFO* strategy selected, a transfer is requested for seven boxes of 10003 because that lot is the last one to have entered the stock."
msgid "The **First Expire, First Out** strategy is a bit different from the two others. Here, it is the expiration date that is important and not the date the product entered the stock."
msgid "Let’s imagine three lots of 6-eggs boxes (in this specific case, don’t forget to use :doc:`units of measure <../../management/products/uom>`). Those three have the following numbers: 20001, 20002, and 20003, each with 5 boxes in it. 20001 has entered the stock on the 1st of July and expires on the 15th of July, 20002 on the 2nd and expires on the 14th of July, and 20003 on the 4th and expires on the 21st of July. A customer orders 6 boxes on the 5th of July. With the *FEFO* strategy selected, a transfer is requested for the five boxes of 20002 and one from 20001. The transfer for all the boxes of the lot 20002 is because they have the closest expiration date. The transfer also requests one box from 20001 because it’s the lot that expires the sooner after 20002."
msgid "Then, you can remember that for every order of a product with the *FEFO* strategy, a transfer is requested for the product that has the nearest expiration date from the order date."
msgid "To identify some units from other ones, you need to track them, either by *lot* or by *serial number*. To do so, go to :menuselection:`Configuration --> Settings`. Then, activate *Storage Location*, *Multi-Steps Routes*, and *Lots & Serial Numbers*."
msgid "Next, you need to define your removal strategy, on *Product Categories* via :menuselection:`Inventory --> Configuration --> Product Categories`."
msgid "As said, a *FIFO* strategy implies that products stocked first move out first. Companies should use that method if they are selling products with short demand cycles, such as clothes, and to ensure they are not stuck with outdated styles in stock."
msgid "For this example, we created three lots of white shirts. Those are from the All/Clothes category, where we put *FIFO* as the removal strategy. In our stock location (WH/Stock), we now find the three lots available."
msgid "The lot 000001 contains 5 shirts, 000002 contains 3 shirts, and 000003 contains 2. As it can be seen above, 000001 has entered the stock first. Let’s create a sale order of six white shirts to check that products from that lot are the first ones to move out."
msgid "With a *LIFO* strategy, that’s quite the opposite. In fact, the products that are brought the last move out the first. It is mostly used in case of products without a shelf life."
msgid "Even if our white shirts are clothes, we can say that they are timeless. So, let’s use them to test our *LIFO* strategy. Once again, open the product category via :menuselection:`Inventory --> Configuration --> Product Categories` and change the removal strategy to *LIFO*."
msgid "With the *FEFO* strategy, the way products are picked is not based on the reception date. In this particular case, they are dispatched according to their expiration date."
msgid "To have more information about Expiration date, please have a look at :doc:`the related doc <../../management/lots_serial_numbers/expiration_dates>`."
msgid "By activating *Expiration Dates*, it becomes possible to define different dates on the serial/lot numbers to be used in *FEFO*. These dates can be set by going to :menuselection:`Inventory --> Master Data --> Lots/Serial Numbers`."
msgid "Lots are picked based on their removal date, from earliest to latest. Lots without a removal date defined are picked after lots with removal dates."
msgid "Other dates are for informational and reporting purposes only. If not removed from the stock, lots that are past the expiration dates may still be picked for delivery orders!"
msgid "To use the *FEFO* strategy, once again go to :menuselection:`Inventory --> Configuration --> Product Categories` and choose *FEFO* as the *Force Removal Strategy*."
msgid "When we realize a sale for 25 units of Hand Cream, we can see that the lot numbers which have been automatically reserved by Odoo are the ones with the closest expiration date, meaning 0000001 and 0000003."
msgid "If you have clicked on **Validate**, the request has been made and you should have received the tracking number and the label. You can still cancel the request. Simply click on the **Cancel** button next to the **Carrier Tracking Ref**:"
msgid "After cancelling the shipping request, you can change the carrier you want to use. Confirm it by clicking on the **Send to shipper** button. You will get a new tracking number and a new label."
msgid "To configure the price of your delivery methods, go to the **Inventory** app, click on :menuselection:`Configuration --> Delivery --> Delivery Methods`."
msgid "To invoice the price of the delivery charge on the sale order, click on **Set price**, it will add a line with the name of the delivery method as a product. It may vary from the real price."
msgid "Odoo can handle various delivery methods, including third party shippers linked with the transportation company tracking system. It allows you to manage the transport company, the real prices and the destination. And finally, you will be able to print the shipping labels directly from Odoo."
msgid "In the **Inventory** module, click on :menuselection:`Configuration --> Settings`. Under **Shipping Connectors**, flag the transportation companies you want to integrate :"
msgid "To check your information, go to the **Settings** application and click on **General Settings**. Click on the first link **Configure your company data**."
msgid "The weight on the product form is expressed in kilograms. Don't forget to do the conversion if you are used to the imperial measurement system."
msgid "If you are doing multi-packages shippings, most of the time, there will be one label per package. Each label will appear in the delivery history."
msgid "By default, Odoo considers that your delivery is composed of one package. But you can easily ship your deliveries with more than one package. It is fully integrated with the third-party shippers."
msgid "To configure the use of packages, go to the menu :menuselection:`Inventory --> Configuration --> Settings`. Locate the **Packages** section and tick **Record packages used on packing: pallets, boxes,...**"
msgid "Once the delivery order is validated, you will receive the tracking number. The **carrier Tracking ref** field will automatically be filled. Click on the **Tracking** button to check your delivery on the provider website."
msgid "Odoo can handle various delivery methods, but it is not activated by default. Delivery methods can be used for your sale orders, your deliveries but also on your e-commerce."
msgid "Delivery methods allow you to manage the transport company, the price and the destination. You can even integrate Odoo with external shippers to compute the real price and the packagings."
msgid "Delivery methods are handled by the **Delivery costs** module. Go to **Apps** and search for the module. You should remove the **Apps** filter in order to see it :"
msgid "If the price is fixed, tick **Fixed price**. You'll just have to define the price. If you want the delivery to be free above a certain amount, tick the option **Free if Order total is more than** and set a price."
msgid "If the price varies according to rules, tick **Based on Rules**. Click on **add an item to a pricing rule**. Choose a condition based on either the weight, the volume, the price or the quantity."
msgid "Finally you can limit the delivery method to a few destinations. The limit can be applied to some countries, states or even zip codes. This feature limits the list of countries on your e-commerce."
msgid "You can integrate Odoo with external shippers in order to compute the real price and packagings, and handle the printing the shipping labels. See :doc:`third_party_shipper`"
msgid "You can now choose the **Delivery Method** on your sale order. If you want to invoice the price of the delivery charge on the sale order, click on **Set price**, it will add a line with the name of the delivery method as a product."
msgid "Odoo can handle various delivery methods, including third party shippers. Odoo can be linked with the transportation company tracking system. It will allow you to manage the transport company, the real prices and the destination."
msgid "In the inventory module, click on :menuselection:`Configuration --> Settings`. Under **Shipping Connectors**, flag the transportation companies you want to integrate :"
msgid "The delivery methods for the chosen shippers have been automatically created. Most of the time, there will be **2** delivery methods for the same provider: one for **international** shipping and the other for **domestic** shipping."
msgid "In the pricing tab, the name of the provider chosen under the **Price computation** means that the pricing will be computed by the shipper system."
msgid "Finally you can limit the delivery method to a few destinations. You can limit it to some countries, states or even zip codes. This feature limits the list of countries on your e-commerce. It is useful for the domestic providers. For example, USPS US only delivers from the United States to the United States."
msgid "The weight on the product form is expressed in kilograms. Don't forget to make the conversion if you are used to the imperial measurement system."
msgid "If you want to invoice the price of the delivery charge on the sale order, click on **Set price**, it will add a line with the name of the delivery method as a product. It may vary from the real price."
msgid "Otherwise, the real price (computed when the delivery is validated) will automatically be added to the invoice. For more information, please read the document :doc:`../operation/invoicing`"
msgid "Click on **Validate** to receive the tracking number. The **Carrier Tracking ref** field will automatically be filled. Click on the **Tracking** button to check your delivery on the provider website."
msgid "Note that only customers located in the US can open a UPS account online. If you are located outside the US, you will need to contact UPS Customer Service in order to to open an account."
msgid "You can read additional information about opening a UPS account on the their website, on the page, `How to Open a UPS Account Online <https://www.ups.com/content/us/en/resources/sri/openaccountonline.html?srch_pos=2&srch_phr=open+ups+account>`_"
msgid "5. In the **Add New Account** screen, enter the **UPS Account Number**, **Account Name**, and **Postal Code** fields. The country defaults to United States.q"
msgid "The **Access Key** will be provided to you on the web page, and an email with the Access Key will be sent to the email address of the primary contact."
msgid "**Odoo Manufacturing** helps you schedule, plan and process manufacturing orders. With the work center control panel, put tablets on the shop floor to control all your work orders in real-time and allow workers to trigger maintenance operations, feedback loops, quality issues, etc."
msgid "For many manufacturing companies, a common issue is to have to manufacture, at the same time, several products usually produced at the same work center. If in practice, employees can manufacture the goods at another work center, it is not that simple."
msgid "You need to keep track of the job: which work center has been used and when, so you can schedule maintenance efficiently. With Odoo, you can configure it so you can keep tracking manufacturing orders and your employees have an alternative work center to use."
msgid "Now, go to the *Work Centers* menu under *Master Data* and create two new work centers. Add the second work centers as an alternative to the first and vice versa."
msgid "Now that everything is configured, you can create your *Work Orders*. Go to the *Manufacturing Orders* menu and hit *Create*. There, add your product and plan it. In the *Work Orders* list, you can find it ready to be assembled."
msgid "Keep in mind that, if you add time after production to your work center, you may have work orders scheduled for your alternative work center even if the usual one is free."
msgid "A *Bill of Materials* is a document defining the quantity of each component required to manufacture a finished product. It also includes the routing and individual steps of the manufacturing process."
msgid "With Odoo, you can link multiple BoMs to each product and use it to describe multiple variants of them. Each BoM will, yet, be associated with one product only."
msgid "You can use BoMs without routings. You will use this if you choose to manage your manufacturing operations using manufacturing orders only. In other words, you choose to realize your manufacturing process in one step and do not track the steps the product goes through."
msgid "Before creating your *BoM*, you have to create the product using the *BoM* and, at least, one of the components. Go to the :menuselection:`Master Data menu --> Products` and create both the finished product and the component."
msgid "Once done, go to the *Bills of Materials* menu under *Master Data*. Now, create it. Choose the product from the dropdown menu and add your components and the quantity. In this case, keep the default *BoM* type, which is *Manufacture this Product*."
msgid "If your *BoM* is for one variant only, then specify which one in the *Product Variant* field. If not, specify the variant it is consumed for on each component line. You can add several variants for each component."
msgid "You can add routing to your *BoM*. You will do this if you need to define a series of operations required by your manufacturing process. To use it, enable the *Work Orders* feature in the *Manufacturing* app settings."
msgid "Now that you have created your routing, add it to your *BoM*. You can select when, in the work operations, your components are consumed with the dropdown menu."
msgid "Once the feature is enabled, you can add your *By-Products* to your *BoMs*. You can add as many *By-Products* as you want. Just keep in mind that you need to register during which operation your by-product is produced."
msgid "A *kit* is a set of components that are delivered without first being assembled or mixed. *Kits* are described in Odoo using *Bills of Materials*. There are two basic ways to configure *kits*, depending on how the stock of the kit product is to be managed. In either case, both the *Inventory* and *Manufacturing* apps must be installed."
msgid "If you want to assemble kits as they are ordered, managing stock of the kit components only, you will use a *Kit BoM* without a manufacturing step."
msgid "A product using a *Kit BoM* will appear as a single line item on a quotation and sales order, but will generate a delivery order with one line item for each of the components of the kit. In the examples below, the first image shows a sales order for the kit *Custom Computer Kit*, while the second image shows the corresponding delivery order."
msgid "From the *Products menu* in either the *Inventory* or *Manufacturing* app, create each component product as you would with any other product, then create the top-level, or kit product. The kit product should have only the *route Manufacture* set, in the *Inventory tab*. Because you cannot track the stock of kit products, the *Product Type* should be set to Consumable. Because a kit product cannot be purchased, then, *Can be Purchased* should be unchecked."
msgid "All other parameters on the kit product may be modified according to your preference. The component products require no particular configuration."
msgid "Once the products are configured, create a *bill of materials* for the kit product. Add each component and its quantity. Select the *BoM Type Ship this product as a set of components*. All other options may be left with their default values."
msgid "If you want to manage stock of the *top-level kit product*, you will use a standard *BoM* with a manufacturing step instead of a *Kit BoM*. When using a standard BoM to assemble kits, a *manufacturing order* will be created. The *manufacturing order* must be registered as completed before the kit product will appear in your stock."
msgid "On the kit product, select the *route Manufacture*. You may also select *Make to Order*, which will create a *manufacturing order* whenever a sales order is confirmed. Select the product type *Storable Product* to enable stock management."
msgid "When you create the *bill of materials*, select the BoM Type *Manufacture this product*. The assembly of the kit will be described by a *manufacturing order* rather than a packing operation."
msgid "Odoo allows you to use one bill of materials for multiple variants of the same product. Simply enable variants from :menuselection:`Configuration --> Settings`."
msgid "You will then be able to specify which component lines are to be used in the manufacture of each product variant. You may specify multiple variants for each line. If no variant is specified, the line will be used for all variants."
msgid "When defining variant BoMs on a line-item-basis, the **Product Variant** field in the main section of the BoM should be left blank. This field is used when creating a BoM for one variant of a product only."
msgid "It often happens that you want to use kit BoM’s within manufactured product BoM’s in order to lighten the list of components for this manufactured product. When doing so, you would like to have the possibility to specify, for each kit component, in which operation they are consumed."
msgid "Create a manufactured BoM for the finished product which includes a kit component. Set a routing on your BoM, for example, *Assemble Furniture*."
msgid "In the list of components, the kit is split. Two work orders are created as we have two operations defined in the *Assemble Furniture* routing. The components of the kits are well consumed in the operations defined in the kit BoM."
msgid "Update the kit component to define its BoM. In this use case, the routing which is set on this Kit BoM is different than the one of the Finished Product. Specify the operations at which the kit components are consumed in this BoM."
msgid "When the manufacturing order is created for the Manufactured product, the kit is split among its components. When the manufacturing order is planned, three work orders are created in our case, one coming from the routing of the manufactured products, the two other ones coming from the routing of the kit BoM."
msgid "Create a manufactured BoM for the finished product which includes a kit component. Set a routing on your BoM, for example, *Assemble Furniture*. Precise the consumption of the components on this BoM."
msgid "Update the kit component to define its BoM. In this use case, the routing which is set on this Kit BoM is different than the one of the Finished Product."
msgid "In Odoo, you can use subassembly products to simplify a complex *Bill of Materials* or to represent your manufacturing flow more accurately. A *subassembly product* is a manufactured product that is used as a component to make another one."
msgid "A *BoM* that employs *subassemblies* is referred to as a multi-level BoM. Those are accomplished by creating a *top-level BoM* and *subassembly ones*. This process requires a route that will ensure that every time a manufacturing order for the top-level product is created, another one will be for subassemblies."
msgid "To configure a *multi-level BoM*, you will need a top-level product but also its subassemblies. The first step is to create a product form for each of the subassemblies. Select the routes *Manufacture* and *Replenish on Order*. Now, hit save."
msgid "In the *Bill of Materials* menu, under *Master Data*, create a new *Bill of Materials*. Choose the product you just created and add its components."
msgid "Now, each time you will plan a manufacturing order for the top-level product, a manufacturing order will be created for the subassembly one. Then, you will have to manufacture the subassembly in order to make it available before manufacturing the finished product."
msgid "To create a new *BoM*, go to :menuselection:`Manufacturing --> Master Data --> Bill of Materials` and hit create. Then, list the components your subcontractor needs to manufacture the product. For costing purposes, you might want to register all the components, even the ones that are sourced directly from the subcontractor."
msgid "To let your subcontractor know how many products you need, create and send them purchase orders (PO). To do so, open the *Purchase* app and create a new one. Be sure to send the PO to a vendor that is defined as a subcontractor on the *BoM*."
msgid "Once the *PO* is validated (1), a pending receipt is created. When the products are received, validate the receipt (2), with the actual quantity received. Then Odoo automatically created several inventory moves:"
msgid "Of course, Odoo does all the transactions for you, automatically. Simply control the vendor bill with the usual matching process with the purchase order."
msgid "The *PO* is optional. If you create a receipt manually, with the right subcontractor, Odoo still performs all the moves. Useful if the subcontractor does not bill a fixed price per item, but rather the time and materials used."
msgid "Sending raw materials to your subcontractors (**A**) does not impact the inventory valuation, the components still belonging to your company. To manage this, the *Subcontracting Location* is configured as an *Internal Location* so that the components are still valued in the inventory."
msgid "Then, the vendor price set on the product C form has to be what has to be paid to the subcontractor for his parts and service time: **B + s**. The product cost has to be: **A + B + s**, how much the product is valued in the accounting."
msgid "If managing the replenishment of raw materials **B** at your subcontractor’s location is not needed, simply include the cost of **B** in the subcontractor’s price **s** and remove the products *B* from the *BoM*."
msgid "In case the products received from the subcontractor contain tracked components, their serial or lot numbers need to be specified during the receipt."
msgid "On the receipt of the subcontracted product, a *Record Components* button appears when necessary. Click on it to open a dialog and record the serial/lot numbers of the components. If the finished product is also tracked, its serial/lot number can be registered here too."
msgid "To manage the resupply of your subcontractor, activate *Multi-locations* in :menuselection:`Inventory --> Configuration --> Configuration`. Then, the inventory at the subcontractor location can be tracked."
msgid "It is possible to resupply subcontractors by sending products from the company locations, or by sending products from another supplier to the subcontractors."
msgid "Resupplying subcontractors manually is the simplest approach. To do so, create delivery orders in which the subcontractor is set as a delivery address and fill the components to deliver."
msgid "For the first one, just define a reordering rule on the subcontracting location, with a minimum and maximum inventory level. When the reordering rule is triggered, a delivery order is created to ship the components to the subcontractor."
msgid "The second approach is to use a “pull” flow. Here, the demand in the finished product (real demand or forecasted one through the Master Production Schedule) triggers the replenishment of the subcontractor. To do so, select the route *Resupply Subcontractor on Order* on the wanted components."
msgid "When purchasing items to another supplier, it is possible to ask him to deliver the subcontractor directly. To do so, activate the *Drop Shipping* feature in :menuselection:`Purchase --> Configuration --> Configuration`."
msgid "Now, set the *Dropship* option in the *Deliver To* field of the *Other Information* tab. Then, provide the address of the subcontractor for the shipping."
msgid "That way, the supplier can ship items directly and you simply receive and pay the bill. However, it is still required to validate receipts for the subcontractor."
msgid "Controlling the quality of the products manufactured by subcontractors is possible thanks to the Odoo Quality app. Quality checks can be made on a manufacturing step but, because the manufacturing process is handled by an external party, it can be defined on the product reception."
msgid "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` and activate the Master Production Schedule feature before hitting save."
msgid "Now, go in :menuselection:`Planning --> Master Production Schedule` and click on add a product. You can now define your safety stock target (= the stock you want to have on hand at the end of the period) and the minimum and maximum quantities to replenish."
msgid "The products are ordered in the MPS based on their sequence. You can rearrange that sequence by going on the list of your products and reorganize them with drag and drop."
msgid "In the MPS view, you can decide which information you would like to show by clicking on *rows*. Some fields can be added to the view, such as *Actual demand*, which will show which quantity of products has already been ordered for the period, or *Available to Promise*, which allows you to know what can still be sold during the period (what you plan to replenish - what is already sold during the period). You can also decide to hide some information if it isn’t necessary."
msgid "The next step is to estimate the demand for the period. This estimation should be entered in the row *Demand Forecast*. You can easily, at any time, compare the demand forecast with the actual demand (= confirmed sales). The demand forecast for a finished product will impact the indirect demand for its components."
msgid "Then, the quantity to replenish for the different periods will be automatically computed. The replenishments you are supposed to launch based on your lead times (vendor lead time or manufacturing lead time) are displayed in green. You can now launch the replenishment by clicking on the replenish button."
msgid "Depending on the configuration of the product (buy vs. manufacture), requests for quotations or manufacturing orders will be created. You can easily access those by clicking on the *Actual Replenishment* cell."
msgid "In case you manually edit the *To replenish* quantity, a small cross will appear on the left. In case you want to go back to the automatically computed value given by Odoo, you can click the cross."
msgid "**Green**: quantity of products which should be replenished to reach the expected safety stock considering the demand forecast and the indirect demand forecast."
msgid "You can still increase the demand forecast. It will impact the quantity to replenish. The cell will become orange, and you’ll be able to launch a new replenishment."
msgid "You can decrease the demand forecast. The cell will become red to inform you that you’ve ordered more than planned. If you’re still able to do it, you can cancel some RFQ or MO manually."
msgid "**Odoo Purchase** helps you keep track of purchase agreements, quotations, and purchase orders. Learn how to keep track of purchase tender, automate replenishments and follow up on your orders."
msgid "If your company regularly purchases products, you have several reasons to track and analyze your performance. The insights gathered can help you to better forecast and plan your future orders. For example, you can assess if your business is dependent on particular vendors, and the data can help you negotiate discounts on prices."
msgid "Go to *Reporting* to access the purchase analysis. Simply by accessing the reporting dashboard, you can get a quick overview of your actual performance. By default, the reporting dashboard displays a line chart presenting the untaxed amount of your purchase orders per day, and below it, key metrics and a pivot table."
msgid "Odoo offers several default filters you can use and combine by clicking on *Filters*. When you select one or several filters, Odoo looks for all the orders that match at least one of the filters you have chosen and populates the chart, key metrics, and pivot table with the data. The pre-configured filters are:"
msgid "When you have to select a period, you can use multiple years, and, with at least one year selected, multiple quarters and the three most recent months."
msgid "If you use the *Order Date* or *Confirmation Date* filters, the *Comparison* feature appears next to *Filters*. It enables you to compare the period you filtered with the previous one."
msgid "Thanks to the 31 filtering options to choose from, the possibilities of your customizing your dataset are almost limitless. Go to :menuselection:`Filters --> Add Custom Filter`, specify the condition the filtering option should meet (e.g. *is equal to*, *contains*, etc.), and click on *Apply*. If you want to select orders matching several conditions simultaneously (*and* operator), repeat the process to add another custom filter. If you want to use the *or* operator, don't click on *Apply*, and click on *Add a condition* instead. Once you have added all the desired filtering options, click on *Apply*."
msgid "To avoid having to recreate custom filters every time, save them by clicking on :menuselection:`Favorites --> Save current search --> Save`. The customized search filter can then be accessed by clicking on *Favorites* or can even be set as the default filter when you open the reporting dashboard."
msgid "Before selecting what you want to measure, you need to decide whether you prefer using the graph view or the pivot view. By default, the dashboard presents both views. However, the measures you select won't be applied to both views. You can access each view separately by clicking on the icons at the top right of the dashboard."
msgid "You can transform the main graph in just a click by selecting one of the three charts: bar, line or pie. Fourteen different measures are available, but you can only use one at a time. However, you can group the measure using one or several of the 19 *Groups*."
msgid "For bar and line charts, the selected measure is your y-axis, and the first group you select is used to create the x-axis. Adding more group adds additional lines (line chart) or transforms your bar chart into a stacked bar chart. For pie charts, the more groups you select, the more slices are displayed."
msgid "The pivot table view enables you to explore your data in great detail. Unlike the graph view, the pivot table enables you to add several measures at the same time. By clicking on *Measures* or on the **+** sign in the *Total* column, you can add as many as you want, each assigned to a new column. By clicking on the **+** sign in the *Total* row, you can add *Groups*. If you click on a group's **+** sign, you can add a sub-group, and so on."
msgid "Blanket orders are long-term agreements between a company and a vendor to deliver products on a recurring basis with predetermined pricing. Your company should consider using them when you frequently purchase the same products from the same vendor in varying quantities and/or at different times. Among their many benefits, you can save time as the ordering process is simplified, and money thanks to more advantageous bulk pricing."
msgid "Calls for tenders use a special procedure to request offers from multiple vendors at the same time. While public sector organizations are often legally bound to release calls for tenders when they want to purchase goods or services, private organizations can also use them to get the best deal among several vendors."
msgid "Before you start using purchase agreements, make sure they are configured the way you want by going to :menuselection:`Configuration --> Purchase Agreement Types`. From there, you can edit the way blanket orders and calls for tenders or *Create* a new type of purchase agreement. You can configure the:"
msgid "Agreement Selection Type: you can either select multiple offers using *Select multiple RFQ (non-exclusive)*, which is the default setting for both blanket orders and calls for tenders, or a single offer using *Select only one RFQ (exclusive)*, which is sometimes needed for calls for tenders where you only want to select a single vendor."
msgid "Lines: generally, you would always want to select *Use lines of agreement*, which are the different product lines you can configure when you set up your purchase agreement. However, you can select *Do not create RfQ lines automatically* if you don't want your requests for quotations to be pre-filled in with that information."
msgid "Quantities: if you use lines of agreements, you can also specify independently if the products' quantities should be used to pre-fill new requests for quotations. The default option for blanket orders is *Set quantities manually*, while for calls for tenders are set to *Use quantities of agreement*."
msgid "Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Blanket Order* as your *Agreement Type*. Next, select the vendor. The other fields aren't mandatory."
msgid "Next, add the products you want to order and their price. Note that you can also add a *Quantity* for each product, for example, if you have agreed with your vendor to order a specific minimum quantity each time or in total. If you have configured your blanket order to *Set quantities manually*, this is only used for informational purposes."
msgid "You can also write any *Terms and Conditions* at the bottom of the agreement. Once you are satisfied with your blanket order, click on *Confirm*. Its status then changes from *Draft* to *Ongoing* and it's ready to be used."
msgid "You can now create new quotations from the blanket order whenever you need it by clicking on *New Quotation*. Odoo automatically fills in requests for quotation with the information initially defined when you set up the blanket order. Depending on the way you configured the *Purchase Agreement Type*, product lines can also be pre-filled."
msgid "Blanket orders can be used for :doc:`automated replenishment <../../purchase/products/reordering>`, as once a blanket order is confirmed, a new vendor line is added to your product. Make sure the related vendor is in the first position if you have several vendors linked to your product."
msgid "Go to :menuselection:`Orders --> Purchase Agreements` and click on *Create*. Select *Call for Tenders* as your *Agreement Type*. The other fields aren't mandatory, but you can add the date you want to be delivered and set an agreement deadline. You usually don't want to select a vendor for calls for tenders as you are looking to get quotations from multiple vendors."
msgid "Next, add the products you want to order and in what quantity. For calls for tenders, you typically don't add a price, as the vendors should give you their best quote."
msgid "You can now request new quotations from the call for tenders. Click on *New Quotation* and select one of your vendors you want to invite to the call for tenders. Product lines should also be pre-filled in, depending on how you configured the *Purchase Agreement Type*. Click on *Send by email* to send it to the vendor. Go back to the call for tenders and repeat this process for each vendor."
msgid "Once you have sent a request for quotation to every vendor and receiving their quotes, click on *Validate* to proceed to the bid selection. Next, click on the RFQs/Orders smart button to view all your vendors' quotations."
msgid "Click on each request for quotation to add the price communicated by your vendors manually. When that's done, select the most advantageous offer and click on *Confirm Order*. This automatically closes the call for tenders. You can now proceed with the purchase order as you would for a regular one."
msgid "With Odoo, you can define how your vendor bills are controlled. For each purchase order, you can decide when the related vendor bill should be paid: either before or after you have received your products. You can also check at a glance what is the billing status of each purchase order."
msgid "With the 3-way matching feature, Odoo compares the information appearing on the *Purchase Order*, the *Vendor Bill* and the *Receipt*, and lets you know if you should pay the bill. This way you can avoid paying incorrect or fraudulent vendor bills."
msgid "As a first step, open your Purchase app and go to :menuselection:`Configuration --> Settings` to set the default bill control policy for all the products created onwards."
msgid "By selecting *On ordered quantities*, you can create a vendor bill as soon as you confirm an order. The quantities mentioned in the purchase order are used to generate the draft bill."
msgid "If you choose *On received quantities* instead, you can only create one once you have at least received some of the products you have ordered. The quantities you have received are used to generate the draft bill. If you try to create one without having received any product, you get an error message."
msgid "If you want to modify a specific product's control policy, go to :menuselection:`Products --> Products`, open it, click on *Edit* and go to the *Purchase tab*. There you can change a product's default bill control policy."
msgid "As you can't create a bill until you have received your products - and if you haven't received all of them, Odoo only includes the products you have received in the draft bill - the *Should Be Paid* status is set to *Yes* when you create one."
msgid "If you edit a draft bill to increase the billed quantity, change the price, or add other products, the *Should Be Paid* status is set to *Exception*. It means Odoo notices the discrepancy, but that you might have a valid reason to have done so."
msgid "The *Should Be Paid* status is set automatically by Odoo. However, you can change the status manually when you are viewing a bill in edit mode."
msgid "To make sure you never run out of stock, you can define *Reordering Rules* on products. Thanks to them, Odoo can help you replenish your stock automatically when it reaches set quantities or whenever a sales order is created."
msgid "As you are purchasing this product from a vendor, go to the product's *Purchase tab* and add a vendor by clicking on *Add a line*. You can add multiple vendors, but make sure to order them correctly, since reordering rules always use the first vendor in a list. You can add a price, but it isn't necessary for the reordering rule to work. In addition, you can add a minimum quantity you must order to benefit from that price."
msgid "If the quantity Odoo has to reorder doesn't match the minimum quantity specified, Odoo selects the next vendor on your list. If you don't have another vendor on your list, the reordering rule won't work. For that purpose, you can add the same vendor multiple times with different prices for different quantities."
msgid "By default, a draft purchase order is created. However, if you have enabled *Purchase Agreements*, you can *Propose a call for tenders* instead as shown in the image above. For more information, see :doc:`../manage_deals/agreements`"
msgid "Next, make sure the correct route is selected under the Inventory tab of your product. If you created your product within the Purchase app, the *Buy* route is selected by default. If you are looking to dropship your product, select *Dropship*."
msgid "You can access and create reordering rules from :menuselection:`Inventory --> Configuration --> Reordering Rules` and from :menuselection:`Inventory --> Operations --> Replenishment`. By default, the replenishment view presents a summary of all the products that you might need to purchase to fulfill your sales orders. From there, you can ask Odoo with a single click to order a product once or automate all orders for that product, future orders included."
msgid "You can set a **minimum quantity** your stock should always have. Once set, if your stock goes below the minimum quantity, and if you selected the Buy route, a request for quotation is automatically generated to reach that minimum quantity, plus any additional quantity needed to fill in a sales order for example."
msgid "If you want to order only the exact quantity needed to fill in a sales order for example, set both both the minimum and maximum quantity to **zero**. The quantity mentioned in the sales order is then used by the reordering rule."
msgid "You can also add a **quantity multiple** to only order products in batches of a certain quantity. Click on the optional columns drop-down menu, and select *Multiple Quantity* to show the column. Bear in mind that you might go over the maximum quantity you set if your rule includes a quantity multiple, as Odoo orders enough products to reach the maximum quantity and respect the set quantity multiple."
msgid "If you selected multiple routes for the same product under its Inventory tab, make sure to select your *Preferred Route* on your reordering rule by clicking on the optional columns drop-down menu, adding the *Preferred Route* column, and selecting the right route."
msgid "When you purchase a product, it may happen that your vendor uses a different unit of measure than you do when you sell it. This can cause confusion between sales and purchase representatives. It is also time-consuming to convert measures manually every time. With Odoo, you can configure your product once and let Odoo handle the conversion."
msgid "A variety of units of measure are available by default in your database. Each belongs to one of the five pre-configured units of measure categories: *Length / Distance*, *Unit*, *Volume*, *Weight* and *Working Time*."
msgid "To specify different units of measures for sales and purchases, open the Purchase app and go to :menuselection:`Products --> Products`. Create a product or select an existing one. Under the product's *General Information* tab, first select the *Unit of Measure* to be used for sales (as well as for other apps such as inventory). Then, select the *Purchase Unit of Measure* to be used for purchases."
msgid "Back to the first example, if you purchase orange juice from your vendor in **gallons** and sell it to your customers in **liters**, first select *L* (liters) as the *Unit of Measure*, and *gal (US)* (gallons) as the *Purchase Unit of Measure*, then click on *Save*."
msgid "Sometimes you need to create your own units and categories, either because the measure is not pre-configured in Odoo or because the units do not relate with each other (e.g. kilos and centimeters)."
msgid "If you take the second example where you buy curtains from a vendor in the form of **rolls** and you sell pieces of the rolls using **square meters**, you need to create a new *Units of Measure Category* in order to relate both units of measure."
msgid "First, create the unit of measure used as the reference point for converting to other units of measure inside the category by clicking on *Create*. Name the unit and select the units of measure category you just created. For the *Type*, select *Reference Unit of Measure for this category type*. Enter the *Rounding Precision* you would like to use. The quantity computed by Odoo is always a multiple of this value."
msgid "If you use a *Rounding Precision* inferior to 0.01, a warning message might appear stating that it is higher than the *Decimal Accuracy* and that it might cause inconsistencies. If you wish to use a *Rounding Precision* lower than 0.01, first activate the :ref:`developer mode <developer-mode>`, then go to :menuselection:`Settings --> Technical --> Database Structure --> Decimal Accuracy`, select *Product Unit of Measure* and edit *Digits* accordingly. For example, if you want to use a rounding precision of 0.00001, set *Digits* to 5."
msgid "Next, create a second unit of measure, name it, and select the same units of measure category as your reference unit. As *Type*, select *Smaller* or *Bigger than the reference Unit of Measure*, depending on your situation."
msgid "Next, you need to enter the *Ratio* between your reference unit and the second one. If the second unit is smaller, the *Ratio* should be greater than 1. If the second unit is larger, the ratio should be smaller than 1."
