diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows.rst b/content/applications/inventory_and_mrp/manufacturing/workflows.rst index b9f1973b5..9cf6faf7f 100644 --- a/content/applications/inventory_and_mrp/manufacturing/workflows.rst +++ b/content/applications/inventory_and_mrp/manufacturing/workflows.rst @@ -15,3 +15,4 @@ Workflows workflows/unbuild_orders workflows/byproducts workflows/continuous_improvement + workflows/manufacture_lots_serials diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst new file mode 100644 index 000000000..6ade24b0d --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst @@ -0,0 +1,137 @@ +======================================== +Manufacture with lots and serial numbers +======================================== + +.. |MO| replace:: :abbr:`MO (Manufacturing Order)` +.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)` + +In Odoo, *lot numbers* and *serial numbers* are used to identify and track products in Odoo. Serial +numbers are used to assign unique numbers to individual products, while lot numbers are used to +assign a single number to multiple units of a specific product. + +When manufacturing products tracked using lots or serial numbers, Odoo requires the lot or serial +number to be assigned to each product before manufacturing can be completed. This ensures that each +product is properly tracked from the moment it enters inventory. + +Configure products for tracking +=============================== + +By default, Odoo tracks the quantity of each product on hand, but does not track individual units of +a product. Lot or serial number tracking must be enabled for each product individually. + +To track a product using lots or serial numbers, begin by navigating to :menuselection:`Inventory +--> Configuration --> Settings`, then scroll down to the :guilabel:`Traceability` section, and tick +the :guilabel:`Lots & Serial Numbers` checkbox. Finally, click :guilabel:`Save` to save the change. + +Next, click on :menuselection:`Products --> Products`, and select a product to track. Make sure the +:guilabel:`Track Inventory` checkbox is ticked in the :guilabel:`General Information` tab. Since lot +and serial number functionality is enabled, a drop-down menu appears next to the ticked checkbox. + +Click on the :guilabel:`Track Inventory` drop-down menu. By default, :guilabel:`By Quantity` is +selected, which only tracks the quantity on hand. Select :guilabel:`By Lots` to track the product +using lot numbers, or :guilabel:`By Unique Serial Number` to track the product using serial numbers. + +.. seealso:: + :doc:`Lots <../../inventory/product_management/product_tracking/lots>` + :doc:`Serial numbers <../../inventory/product_management/product_tracking/serial_numbers>` + +Lot number manufacturing +======================== + +To manufacture a product tracked with lots, begin by navigating to :menuselection:`Manufacturing --> +Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new manufacturing order +(MO). + +In the :guilabel:`Product` field, select a product tracked using lots, and enter the desired +:guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|. + +Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in the top section of the +|MO| form. By default, this field is empty. + +To populate the :guilabel:`Lot/Serial Number` field with a lot number, click the +:icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field. Doing so automatically +generates a lot, using the next available number, and enters it in the field. + +Alternatively, click on the :guilabel:`Lot/Serial Number` field and select an existing lot number, +or manually enter a new lot number and click :guilabel:`Create "#"` in the drop-down menu. + +.. image:: manufacture_lots_serials/lot-sn-field.png + :alt: The "Lot/Serial Number" field on an MO. + +Either of these methods assign the product(s) in the |MO| a lot number before production is +finished. It is also possible to complete production and close the |MO| by clicking +:guilabel:`Produce All`, without assigning a lot number. Doing so automatically generates and +assigns a lot, using the next available number. + +Serial number manufacturing +=========================== + +To manufacture a product tracked with serial numbers, begin by navigating to +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Click :guilabel:`New` to +create a new |MO|. + +In the :guilabel:`Product` field, select a product tracked using serial numbers, and enter the +desired :guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|. + +Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in the top section of the +|MO| form. By default, this field is empty. + +The rest of the manufacturing process depends on how many units the |MO| contains. + +Manufacture single unit +----------------------- + +If a single unit of the product is being manufactured, clicking :guilabel:`Produce All` closes the +|MO|, and automatically generates and assigns the next available serial number, which appears in the +:guilabel:`Lot/Serial Number` field. + +To assign a serial number without closing the |MO|, enter a number manually in the +:guilabel:`Lot/Serial Number` field, and click :guilabel:`Create "#"`, or click the +:icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field to auto-fill it with the +next available number. + +.. image:: manufacture_lots_serials/lot-sn-field.png + :alt: The "Lot/Serial Number" field on an MO. + +Manufacture multiple units +-------------------------- + +.. important:: + When manufacturing a product tracked using serial numbers, an |MO| can be created for multiple + units. However, when serial numbers are assigned to each unit, either at the end of production or + before, the |MO| is split into multiple |MOs|, each containing one unit of the product. + + Each of the split |MOs| is identified by a numerical tag added to the end of the original |MO| + number. + + .. example:: + |MO| `WH/MO/00109` contains two units of a `Chair`, a product tracked using serial numbers. A + serial number is assigned to each unit of the chair. This causes the |MO| to be split into two + |MOs|, each containing one unit of the chair. The |MOs| are titled `WH/MO/00109-001` and + `WH/MO/00109-002`. + +To assign serial numbers to each unit of an |MO|, click :guilabel:`Produce All` to open the +:guilabel:`Batch Production` pop-up window. + +The :guilabel:`First Lot/SN` field of the pop-up window is auto-filled with the next available +serial number. The :guilabel:`Number of SN` field defaults to the number of units being +manufactured. The values of either field can be changed manually. + +Click :guilabel:`Generate` to generate the specified number of serial numbers, beginning with the +number entered in the :guilabel:`First Lot/SN` field. The serial numbers are displayed in the text +box at the bottom of the pop-up window, and can be manually changed after generation. + +To assign serial numbers without completing production, click the :guilabel:`Prepare MO` button. +Doing so splits the |MO| into individual |MOs|, one for each unit in the original |MO|. Each |MO| is +left open, and can be closed individually. + +To assign serial numbers and complete production, click the :guilabel:`Produce` button. Doing so +splits the |MO| into individual |MOs|, one for each unit in the original |MO|. All of the |MOs| are +closed, since production is complete. + +.. image:: manufacture_lots_serials/batch-production.png + :alt: The "Batch Production" pop-up window, from which serial numbers can be assigned. + +After clicking :guilabel:`Prepare MO` or :guilabel:`Produce`, the :menuselection:`Manufacturing` app +automatically shows the first of the split |MOs| (ex. `WH/MO/00109-001`). To view and access the +rest the split |MOs|, click the :guilabel:`Backorders` smart button at the top of the screen. diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/batch-production.png b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/batch-production.png new file mode 100644 index 000000000..3c68cfac2 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/batch-production.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/lot-sn-field.png b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/lot-sn-field.png new file mode 100644 index 000000000..06553910e Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials/lot-sn-field.png differ