[IMP] inventory: update owned_stock
closes odoo/documentation#3600 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -1,45 +1,125 @@
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===============================
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Manage Stock that you don't own
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===============================
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=================================================
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Consignment: buy and sell stock without owning it
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=================================================
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Sometimes, suppliers can offer you to store and sell products without
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having to buy those items. This technique is called *consignee stock*.
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Most of the time, products stored in a company's warehouse are either purchased from suppliers, or
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are manufactured in-house. However, suppliers will sometimes let companies store and sell products
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in the company's warehouse, without having to buy those items up-front. This is called
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*consignment*.
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Consignee stock is a great way for manufacturers and suppliers to launch
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new products. As resellers may be reluctant to buy a product they are
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not sure to be able to sell, consignee stock will allow them to offer an
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item to check its market without having to pay for it in the first
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place.
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Consignment is a useful method for suppliers to launch new products, and easily deliver to their
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customers. It's also a great way for the company storing the products (the consignee) to earn
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something back for their efforts. Consignees can even charge a fee for the convenience of storing
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products they don't actually own.
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Of course, Odoo has the ability to manage those consignee stocks through
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advanced settings.
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Enable the consignment setting
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==============================
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Configuration
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=============
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To receive, store, and sell consignment stock, the feature needs to be enabled in the settings. To
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do this, go to :menuselection:`Inventory --> Configuration --> Settings`, and under the
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:guilabel:`Traceability` section, check the box next to :guilabel:`Consignment`, and then click
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:guilabel:`Save` to finish.
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To use this feature, go to :menuselection:`Inventory --> Configuration --> Settings` in
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the inventory app. Then, enable the *Consignment* feature in the
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*Traceability* section. Now, hit save.
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.. image:: owned_stock/owned-stock-enable-consignment.png
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:align: center
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:alt: Enabled Consignment setting in Inventory configuration.
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.. image:: owned_stock/owned_stock_01.png
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:align: center
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Receive (and store) consignment stock
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=====================================
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Reception of Consignee Stock
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============================
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When in the *Inventory* app, open the receipts and create a new
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reception. On the right side, you will see that a new line called
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*Assign Owner* has appeared. There, you can specify the partner which
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owns the stock.
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.. image:: owned_stock/owned_stock_02.png
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:align: center
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With the feature enabled in Odoo, consignment stock can now be received into a warehouse. From the
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main :menuselection:`Inventory` dashboard, click into the :guilabel:`Receipts`
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section. Then, click :guilabel:`Create`.
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.. note::
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If you are the owner, you can leave the field blank.
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Consignment stock is not actually purchased from the vendor; it is simply received and stored.
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Because of this, there are no quotations or purchase orders involved in receiving consignment
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stock. So, *every* receipt of consignment stock will start by creating manual receipts.
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Once the receipt is validated, the products enter your stock but still
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belong to the owner. They don’t impact your inventory valuation.
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Choose a vendor to enter in the :guilabel:`Receive From` field, and then choose the same vendor to
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enter in the :guilabel:`Assign Owner` field.
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.. image:: owned_stock/owned_stock_03.png
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:align: center
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.. important::
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Since the products received from the vendor will be owned by the same vendor, the
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:guilabel:`Receive From` and :guilabel:`Assign Owner` fields must match.
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Once the vendor-related fields are set, enter products into the :guilabel:`Product` lines, and set
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the quantities to be received into the warehouse under the :guilabel:`Done` column. If the
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:guilabel:`Units of Measure` feature is enabled, the :abbr:`UoM (Units of Measure)` can be changed,
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as well. Once all the consignment stock has been received, :guilabel:`Validate` the receipt.
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.. image:: owned_stock/owned-stock-receipt-fields.png
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:align: center
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:alt: Matching vendor fields in consignment Receipt creation.
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Sell and deliver consignment stock
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==================================
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Once consignment stock has been received into the warehouse, it can be sold the same as any other
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in-stock product that has the :guilabel:`Can Be Sold` option enabled on the product form.
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To create a sales order, navigate to the :menuselection:`Sales` app, and from the
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:guilabel:`Quotations` overview, click :guilabel:`Create`. Next, choose a customer to enter into the
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:guilabel:`Customer` field.
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.. note::
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The :guilabel:`Customer` *must* be different from the :guilabel:`Vendor` that supplied the
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consignment stock received (and stored) in the warehouse.
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Add the consignment product under the :guilabel:`Product` column in the order lines, set the
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:guilabel:`Quantity`, and fill out any other pertinent product details on the form. Once the
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quotation is complete, click :guilabel:`Confirm`.
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.. image:: owned_stock/owned-stock-sales-order.png
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:align: center
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:alt: Sales order of consignment stock.
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Once the :abbr:`RFQ (Request for Quotation)` has been confirmed, it will become a sales order. From
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here, the products can be delivered by clicking on the :guilabel:`Delivery` smart button, and
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selecting :guilabel:`Validate` to validate the delivery.
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Traceability and reporting of consignment stock
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===============================================
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Although consignment stock is owned by the vendor who supplied it, and not by the company storing it
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in their warehouse, consignment products will *still* appear in certain inventory reports.
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To find inventory reports, go to :menuselection:`Inventory --> Reporting`, and choose a report to
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view.
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.. note::
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Since the consignee does not actually own consigment stock, these products are *not* reflected
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in the :guilabel:`Stock Valuation` report, and have no impact on the consignee's inventory
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valuation.
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Product moves report
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--------------------
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To view all information about on-hand stock moves, navigate to the the :guilabel:`Product Moves`
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dashboard by going to :menuselection:`Inventory --> Reporting --> Product Moves`. For consignment
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products, the information in this report is the same as any other product: the history
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of its product moves can be reviewed; the :guilabel:`Quantity Done` and :guilabel:`Reference`
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document are available; and its :guilabel:`Locations` are available, as well. The consignment stock
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will originate from :guilabel:`Partner Location/Vendors`.
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.. tip::
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To view a consignment product's moves by ownership, select the :guilabel:`Group By` filter,
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choose the :guilabel:`Add Custom Group` parameter, and then select :guilabel:`From Owner`, and
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:guilabel:`Apply` to finish.
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.. image:: owned_stock/owned-stock-moves-history.png
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:align: center
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:alt: Consignment stock moves history.
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.. tip::
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To see forecasted units of consignment stock, go to :menuselection:`Inventory --> Reporting -->
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Forecasted Inventory`.
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Stock on hand report
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--------------------
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View the :guilabel:`Stock On Hand` dashboard by navigating to :menuselection:`Inventory -->
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Reporting --> Inventory Report`. From this report, the :guilabel:`Locations` of all stock on-hand
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are displayed, in addition to the quantities per location. For consigment products, the
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:guilabel:`Owner` column will be populated with the owner of those products, or the original vendor
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who supplied the products in the first place.
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