diff --git a/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences.rst b/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences.rst index 693eeee2a..9ac00066f 100644 --- a/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences.rst +++ b/content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences.rst @@ -2,6 +2,8 @@ What's the difference between lots and serial numbers? ====================================================== +.. _inventory/management/lots-serial-numbers: + Introduction ============ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst index 744572d09..cfa236711 100644 --- a/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst @@ -6,6 +6,8 @@ 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. +.. _inventory/warehouses/location-definition: + 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 diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst b/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst index 67a28aa0b..ecf6c688a 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst @@ -75,6 +75,8 @@ Area* is created. While working, the operator process these transfers in the opposite order: first the picking, then the packing, then the delivery order. +.. _inventory/routes/concepts/use-routes/push: + Push Rules ---------- diff --git a/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst b/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst index 66de3e101..5132d265f 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst @@ -1,54 +1,248 @@ -======================= -What is a Putaway Rule? -======================= - -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. - -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. - -Configuration +============= +Putaway rules ============= -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. +Putaway is the process of routing products to appropriate storage locations upon shipment arrival. +Odoo can accomplish this seamlessly using *putaway rules*, which dictate how products move through +specified warehouse locations. -.. image:: putaway/putaw1.png +Upon shipment arrival, operations are generated based on putaway rules to efficiently move products +to specified locations and ensure easy retrieval. Putaway rules can also prevent volatile substances +from being stored in close proximity by directing them to different locations determined by the +warehouse manager. + +.. seealso:: + - :ref:`How push rules work ` + - :ref:`Warehouse locations ` + +Enable putaway rules +==================== + +Begin by navigating to :menuselection:`Inventory app --> Configuration --> Settings`, then activate +the :guilabel:`Multi-Step Routes` checkbox under the :guilabel:`Warehouse` heading. By doing so, the +:guilabel:`Storage Locations` setting is automatically enabled as well. Finally, click +:guilabel:`Save`. + +.. image:: putaway/multi-step-routes.png :align: center + :alt: In configs, for the Inventory app, check multi-step routes box to enable Putaway rules. -Setting up a Putaway Rule -========================= +Put away products +================= -In some cases, like for a retail shop storing vegetables and fruits, we have to store products in -different locations to maintain product quality. +Putaway rules are commonly used to move products to specific locations for easy retrieval. Thus, +products are grouped in the same *product category* when a single putaway rule captures the group's +storage needs. -Let’s suppose there are one warehouse location *WH/Stock* and two sub-locations -*WH/Stock/Vegetables* and *WH/Stock/Fruits*. +To manage where specific products are routed for storage, navigate to :menuselection:`Inventory app +--> Configuration --> Putaway Rules`. Use the :guilabel:`Create` button to configure a new putaway +rule on a :guilabel:`Product` or :guilabel:`Product Category` that the rule affects. -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. +In the same line, the :guilabel:`When product arrives in` location is where the putaway rule is +triggered to create an operation to move the product to the :guilabel:`Store to` location. The +:guilabel:`Store to` location must be a sublocation of the first (e.g. `WH/Stock/Fruits` is a +specific, named location inside `WH/Stock` to make the products stored here easier to find). + +.. example:: + Ensure all apples are stored in the fruits section by filling the field :guilabel:`Store to` with + the location `WH/Stock/Fruits` when the :guilabel:`Product`, `Apple` arrives in `WH/Stock`. + Repeat this for all products and hit :guilabel:`Save`. + + .. image:: putaway/create-putaway-rules.png + :align: center + :alt: Create putaway rules for apples and carrots. .. note:: - The putaway rules can be defined either per product or per product category. + It is also possible to create and manage putaway rules for a single product by going to the + product page and clicking the :guilabel:`Putaway Rules` smart button at the top of the page. If + the button is not visible at first glance, select the :guilabel:`More` button at the top right to + view additional smart buttons. -.. image:: putaway/putaw2.png +.. _inventory/routes/strategies/putaway/internal-stock-moves: + +.. tip:: + Check whether putaway rules work as intended using the summary of internal product movements. In + the :menuselection:`Inventory` app, select :menuselection:`Reporting --> Product Moves` and + enable the :guilabel:`Internal` search filter on the :guilabel:`Filters` drop-down menu under the + search bar at the top of the page. In this view, confirm that products are moved to the + :guilabel:`Store to` location detailed in the putaway rule. More details in :ref:`this section + `. + +Use putaway rules +----------------- + +Once a putaway rule is configured, the product it specifies is automatically routed to the +:guilabel:`Store to` location upon arriving in the :guilabel:`When product arrives in` location. + +For example, on a putaway rule with the :guilabel:`When product arrives in` location set to +`WH/Stock`, internal stock moves are automatically created when products first enter the warehouse. +To trigger this putaway rule, begin by creating a :ref:`purchase order +` (PO) to bring products into the warehouse. + +To create a :guilabel:`Request for Quotation` (RFQ), go to the :menuselection:`Purchase` app, and +click :guilabel:`Create`. Then, add products to the :abbr:`RFQ (Request for Quotation)` by clicking +:guilabel:`Add a line`, and selecting the desired product(s) from the drop-down menu in the +:guilabel:`Product` column. + +Once ready, click :guilabel:`Confirm`. Doing so turns the :abbr:`RFQ (Request for Quotation)` into a +:abbr:`PO (Purchase Order)`. Next, click :guilabel:`Send by Email` to send the :abbr:`PO (Purchase +Order)` to the vendor, if needed. + +.. image:: putaway/purchase-apples-and-carrots.png :align: center + :alt: View purchase order for apples and carrots. -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. +Begin receiving the incoming shipment by selecting the :guilabel:`Receipt` smart button on the +:abbr:`PO (Purchase Order)`. Click :guilabel:`Receive products` and then :guilabel:`Validate` to +move products into the warehouse. Since the putaway rule is set to trigger when products arrive in +stock, internal transfers are automatically created when products arrive in the +:guilabel:`Destination Location`, `WH/Stock`. This ensures products entering the warehouse are +stored in specific locations suitable for their storage needs. -.. image:: putaway/putaw3.png +.. image:: putaway/receive-incoming-stock.png :align: center + :alt: In the WH reception operation, receive package of apples and carrots. -.. image:: putaway/putaw4.png - :align: center +Verify stock moves +================== -.. image:: putaway/putaw5.png +Confirm whether the putaway rule worked as intended and that the products have been moved to the +correct location using the :guilabel:`Stock On Hand` dashboard. View all products in stock in +:menuselection:`Inventory app --> Reporting --> Inventory Report`. By default, the products are +grouped by location. + +Select a product's collapsable drop-down menu, which displays the current location(s) of the +product. Then, select a :guilabel:`Location` drop-down menu to view a list of all stock movements in +and out of each location. Each of these lines are records of a stock move, called a *stock move +line*. + +.. image:: putaway/destination-locations.png :align: center + :alt: Verify stock moves triggered by putaway rule in the Inventory Report. + +.. _inventory/routes/strategies/putaway/wrong-location: + +Trace products in wrong locations +--------------------------------- + +To trace products and associated documents for warehouse operations, use the :guilabel:`Product +Moves` report in :menuselection:`Inventory app --> Reporting --> Product Moves`. View a product's +warehouse operation history by selecting a product's drop-down menu. Each stock move line contains +details about any movement of stock, such as manufacturing orders, inventory adjustments, or +internal transfers. Click on a stock move line to view all the information in a comprehensive +report. + +The stock move line is useful because the :guilabel:`Reference` displays the warehouse operation +associated to the :guilabel:`Product`. Use the :guilabel:`From` and :guilabel:`To` location and +associated :guilabel:`Source` documents to trace the product path and identify the type of +operation. + +.. tip:: + It is also possible to view the stock moves of a product directly from the product page. Open the + desired product page by navigating to :menuselection:`Inventory --> Products --> Products` and + select the product. From there, click on the :guilabel:`Product Moves` smart button, then click + the product's collapsable drop-down menu from the list. This displays the stock moves history of + the product. + +.. _inventory/strategies/putaway/stock-moves: + +.. example:: + A putaway rule was purposely set up incorrectly on `Apple`, so the product was moved from + `WH/Stock` to `WH/Stock/Shelf 1` instead of the expected location, `WH/Stock/Fruits`. To trace + the path the apple moved and identify the cause of the wrong stock move, open the + :guilabel:`Product Moves` report in :menuselection:`Inventory app --> Reporting --> Product + Moves`. The apple's drop-down menu, when opened, displays a list of stock moves of the apple. + line to open a report that is useful to trace the path the product moved and identify the cause + of the wrong stock move. + + The :guilabel:`To` field displays where the product currently is, `WH/Stock/Shelf 1`, which is + the wrong location. The :guilabel:`From` location is the vendor's location, which is expected + since the :guilabel:`Source` of the stock move is a :abbr:`PO (Purchase Order)`. + + The :guilabel:`Reference` operation, `WH/IN/00015`, which is a warehouse reception of products + from the vendor, would further explain why the apples were moved to the wrong location. + + .. image:: putaway/stock-move-report.png + :align: center + :alt: Open stock move report + +To follow an operation identified from the :guilabel:`Product Moves` report, navigate to +:menuselection:`Inventory --> Operations --> Transfers`. This is the page that displays all +warehouse transfers— internal or external. Search for and click on the corresponding +:guilabel:`Reference` operation to view the document explaining why the product was moved to the +wrong location. + +.. tip:: + When there are too many records, use either the :guilabel:`Filters` or :guilabel:`Group by` + features to sort and :ref:`find desired records + `. It is useful to search exclusively + for the receipt operation type because putaway rules store products *into* a specific stock + location. + +.. example:: + Continuing to diagnose why the product, `Apple`, was placed in `WH/Stock/Shelf 1`, navigate to + the list of all transfers in :menuselection:`Inventory --> Operations --> Transfers`. Click on + the list item where the :guilabel:`Reference` field matches the `WH/IN/00015` operation + identified in the :ref:`previous example ` to open the + receipt. + + .. image:: putaway/transfers.png + :align: center + :alt: In the Transfers page in the Inventory app, select the desired transfer to view the + record. + + This receipt describes which products were received from the supplier, with the affiliated + :abbr:`PO (Purchase Order)` linked in the :guilabel:`Source Document` field. On the warehouse + reception document, the field :guilabel:`Destination Location` shows where the product is + received upon entering the warehouse. + + Clicking on the :guilabel:`≣ (Detailed Operations)` icon to the right of the product line opens a + window that shows the product was moved to the wrong location. Based on this information it can + be gathered that the putaway rule was triggered but the location was set incorrectly. Rectify + this in :menuselection:`Inventory --> Configuration --> Putaway Rules`. + + .. image:: putaway/detailed-operations.png + :align: center + :alt: Click Detailed Operations button on the right of warehouse transfers page to the right + of the WH reception document. + + .. image:: putaway/automated.png + :align: center + :alt: Show putaway rule in detailed operations popup. + +.. _inventory/routes/strategies/putaway/use-advanced-filters: + +Advanced filter search +---------------------- + +Keep track of and trace products on the :guilabel:`Product Moves` report by navigating to +:menuselection:`Inventory app --> Reporting --> Product Moves` and use the :guilabel:`Filters` and +:guilabel:`Group by` features to stay updated on warehouse operations. + +Transfers based on putaway rules can be found by toggling on the :guilabel:`Internal` filter as +mentioned in this :ref:`tip ` previously. +Other useful filters and groupbys intended for reporting on the company's internal operations +include: + +#. Filter by :guilabel:`Incoming` and :guilabel:`To Do` to display shipments from vendors yet to be + processed. + + .. image:: putaway/product-moves-to-do.png + :align: center + :alt: Filter warehouse transfer records by Incoming shipments and processes ToDo. + +#. Use custom filters to search for a specific product by its name, :ref:`lot/serial number + ` or barcode. Create a custom filter by clicking on + :guilabel:`Filters`. Click :guilabel:`Add Custom Filter`, fill in the identifying information, + and click :guilabel:`Apply`. Now that the custom filter is active, click on the + :guilabel:`Filters` button again to create any additional filters. +#. Group by :guilabel:`Date`: View all product moves on a specific date. +#. Group by :guilabel:`From`: Create a custom filter that displays all locations that currently + store at least 1 product. This is useful to view all the locations and sublocations to optimize + storage space. +#. :guilabel:`Favorite` the current search with filters applied. This feature is useful to apply the + filters promptly, especially if this search is often used. + + .. image:: putaway/save-favorites.png + :align: center + :alt: Use the star button under the search bar to save current search as a favorite view. diff --git a/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway/automated.png b/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway/automated.png new file mode 100644 index 000000000..d419d829f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway/automated.png differ diff --git a/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway/create-putaway-rules.png b/content/applications/inventory_and_mrp/inventory/routes/strategies/putaway/create-putaway-rules.png new file mode 100644 index 000000000..f45934ebc Binary files /dev/null and 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