[IMP] inventory: update owned_stock

closes odoo/documentation#3600

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2023-02-16 16:28:18 +00:00 committed by Zachary Straub (ZST)
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===============================
Manage Stock that you don't own
===============================
=================================================
Consignment: buy and sell stock without owning it
=================================================
Sometimes, suppliers can offer you to store and sell products without
having to buy those items. This technique is called *consignee stock*.
Most of the time, products stored in a company's warehouse are either purchased from suppliers, or
are manufactured in-house. However, suppliers will sometimes let companies store and sell products
in the company's warehouse, without having to buy those items up-front. This is called
*consignment*.
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.
Consignment is a useful method for suppliers to launch new products, and easily deliver to their
customers. It's also a great way for the company storing the products (the consignee) to earn
something back for their efforts. Consignees can even charge a fee for the convenience of storing
products they don't actually own.
Of course, Odoo has the ability to manage those consignee stocks through
advanced settings.
Enable the consignment setting
==============================
Configuration
=============
To receive, store, and sell consignment stock, the feature needs to be enabled in the settings. To
do this, go to :menuselection:`Inventory --> Configuration --> Settings`, and under the
:guilabel:`Traceability` section, check the box next to :guilabel:`Consignment`, and then click
:guilabel:`Save` to finish.
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.
.. image:: owned_stock/owned-stock-enable-consignment.png
:align: center
:alt: Enabled Consignment setting in Inventory configuration.
.. image:: owned_stock/owned_stock_01.png
:align: center
Receive (and store) consignment stock
=====================================
Reception of Consignee Stock
============================
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.
.. image:: owned_stock/owned_stock_02.png
:align: center
With the feature enabled in Odoo, consignment stock can now be received into a warehouse. From the
main :menuselection:`Inventory` dashboard, click into the :guilabel:`Receipts`
section. Then, click :guilabel:`Create`.
.. note::
If you are the owner, you can leave the field blank.
Consignment stock is not actually purchased from the vendor; it is simply received and stored.
Because of this, there are no quotations or purchase orders involved in receiving consignment
stock. So, *every* receipt of consignment stock will start by creating manual receipts.
Once the receipt is validated, the products enter your stock but still
belong to the owner. They dont impact your inventory valuation.
Choose a vendor to enter in the :guilabel:`Receive From` field, and then choose the same vendor to
enter in the :guilabel:`Assign Owner` field.
.. image:: owned_stock/owned_stock_03.png
:align: center
.. important::
Since the products received from the vendor will be owned by the same vendor, the
:guilabel:`Receive From` and :guilabel:`Assign Owner` fields must match.
Once the vendor-related fields are set, enter products into the :guilabel:`Product` lines, and set
the quantities to be received into the warehouse under the :guilabel:`Done` column. If the
:guilabel:`Units of Measure` feature is enabled, the :abbr:`UoM (Units of Measure)` can be changed,
as well. Once all the consignment stock has been received, :guilabel:`Validate` the receipt.
.. image:: owned_stock/owned-stock-receipt-fields.png
:align: center
:alt: Matching vendor fields in consignment Receipt creation.
Sell and deliver consignment stock
==================================
Once consignment stock has been received into the warehouse, it can be sold the same as any other
in-stock product that has the :guilabel:`Can Be Sold` option enabled on the product form.
To create a sales order, navigate to the :menuselection:`Sales` app, and from the
:guilabel:`Quotations` overview, click :guilabel:`Create`. Next, choose a customer to enter into the
:guilabel:`Customer` field.
.. note::
The :guilabel:`Customer` *must* be different from the :guilabel:`Vendor` that supplied the
consignment stock received (and stored) in the warehouse.
Add the consignment product under the :guilabel:`Product` column in the order lines, set the
:guilabel:`Quantity`, and fill out any other pertinent product details on the form. Once the
quotation is complete, click :guilabel:`Confirm`.
.. image:: owned_stock/owned-stock-sales-order.png
:align: center
:alt: Sales order of consignment stock.
Once the :abbr:`RFQ (Request for Quotation)` has been confirmed, it will become a sales order. From
here, the products can be delivered by clicking on the :guilabel:`Delivery` smart button, and
selecting :guilabel:`Validate` to validate the delivery.
Traceability and reporting of consignment stock
===============================================
Although consignment stock is owned by the vendor who supplied it, and not by the company storing it
in their warehouse, consignment products will *still* appear in certain inventory reports.
To find inventory reports, go to :menuselection:`Inventory --> Reporting`, and choose a report to
view.
.. note::
Since the consignee does not actually own consigment stock, these products are *not* reflected
in the :guilabel:`Stock Valuation` report, and have no impact on the consignee's inventory
valuation.
Product moves report
--------------------
To view all information about on-hand stock moves, navigate to the the :guilabel:`Product Moves`
dashboard by going to :menuselection:`Inventory --> Reporting --> Product Moves`. For consignment
products, the information in this report is the same as any other product: the history
of its product moves can be reviewed; the :guilabel:`Quantity Done` and :guilabel:`Reference`
document are available; and its :guilabel:`Locations` are available, as well. The consignment stock
will originate from :guilabel:`Partner Location/Vendors`.
.. tip::
To view a consignment product's moves by ownership, select the :guilabel:`Group By` filter,
choose the :guilabel:`Add Custom Group` parameter, and then select :guilabel:`From Owner`, and
:guilabel:`Apply` to finish.
.. image:: owned_stock/owned-stock-moves-history.png
:align: center
:alt: Consignment stock moves history.
.. tip::
To see forecasted units of consignment stock, go to :menuselection:`Inventory --> Reporting -->
Forecasted Inventory`.
Stock on hand report
--------------------
View the :guilabel:`Stock On Hand` dashboard by navigating to :menuselection:`Inventory -->
Reporting --> Inventory Report`. From this report, the :guilabel:`Locations` of all stock on-hand
are displayed, in addition to the quantities per location. For consigment products, the
:guilabel:`Owner` column will be populated with the owner of those products, or the original vendor
who supplied the products in the first place.

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