diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations.rst b/content/applications/inventory_and_mrp/inventory/barcode/operations.rst index 98723c863..c21e951b2 100644 --- a/content/applications/inventory_and_mrp/inventory/barcode/operations.rst +++ b/content/applications/inventory_and_mrp/inventory/barcode/operations.rst @@ -9,7 +9,7 @@ Daily Operations :glob: operations/adjustments - operations/internal + operations/receipts_deliveries operations/transfers_scratch operations/barcode_nomenclature operations/gs1_nomenclature diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst b/content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst deleted file mode 100644 index 9d428ca79..000000000 --- a/content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst +++ /dev/null @@ -1,106 +0,0 @@ -==================== -Process to Transfers -==================== - -.. _barcode/operations/intro: - -Simple Transfers -================ - -To process a transfer from the *Barcode* app, the first step is to go -to *Operations*. - -.. image:: internal/internal_01.png - :align: center - -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. - -.. image:: internal/internal_02.png - :align: center - -.. image:: internal/internal_03.png - :align: center - -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. - -.. image:: internal/internal_04.png - :align: center - -.. note:: - If you have different storage locations in your warehouse, you can add - additional steps for the different operation types. - -.. _barcode/operations/scan-received-products: - -Receipts -======== - -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. - -.. image:: internal/internal_05.png - :align: center - -.. note:: - If you want the product to enter WH/Stock in our example, you can simply - scan the next product. - -Delivery Orders -=============== - -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. - -.. image:: internal/internal_06.png - :align: center - -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. - -.. image:: internal/internal_07.png - :align: center - -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. - -.. image:: internal/internal_08.png - :align: center - -Internal Transfers -================== - -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. - -If the source and destination of the internal transfers are already -correct, you don’t need to scan them. - -Transfers with Tracked Products -------------------------------- - -If you work with products tracked by lot/serial numbers, you have two -ways of working: - -- 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. - -.. image:: internal/internal_09.png - :align: center - -- 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. - -.. image:: internal/internal_10.png - :align: center diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/internal/internal_01.png 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b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries.rst new file mode 100644 index 000000000..9838eb681 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries.rst @@ -0,0 +1,202 @@ +============================================= +Process receipts and deliveries with barcodes +============================================= + +.. _barcode/operations/intro: + +The *Barcode* app can be used to process receipts, deliveries, and other types of operations in real +time using a barcode scanner or the Odoo mobile app. + +This makes it possible to process operations on the warehouse floor when they happen, instead of +having to wait to validate transfers from a computer. Processing operations this way can help to +properly attribute barcodes to the appropriate products, pickings, locations, and more. + +Enable Barcode app +================== + +To use the *Barcode* app to process transfers, it must be installed by enabling the feature from the +settings of the *Inventory* app. + +To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down +to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner` +feature. + +Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes. + +Once the page has refreshed, new options will be displayed under the :guilabel:`Barcode Scanner` +feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either +:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. + +There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of +:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet. + +.. image:: receipts_deliveries/receipts-deliveries-barcode-setting.png + :align: center + :alt: Enabled Barcode feature in Inventory app settings. + +For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your +barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo <../setup/software>` +documentation pages. + +.. _barcode/operations/scan-received-products: + +Scan barcodes for receipts +========================== + +To process warehouse receipts for incoming products, there first needs to be a purchase order (PO) +created, and a receipt operation to process. + +To create a :abbr:`PO (purchase order)`, navigate to the :menuselection:`Purchase app --> Create` to +create a new request for quotation (RFQ). + +From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down menu next to the +:guilabel:`Vendor` field to add a vendor. Then, on the :guilabel:`Product` line under the +:guilabel:`Products` tab, click :guilabel:`Add a product`, and select the desired product(s) to add +to the quotation. + +Once ready, click :guilabel:`Save` at the top of the form, then click :guilabel:`Confirm Order` to +confirm the :abbr:`RFQ (request for quotation)` to a :abbr:`PO (purchase order)`. + +.. image:: receipts_deliveries/receipts-deliveries-purchase-order.png + :align: center + :alt: Completed purchase order for barcode product. + +To process and scan barcodes for warehouse receipts, navigate to the :menuselection:`Barcode app`. + +Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different +options is presented. To process receipts, click on the :guilabel:`Operations` button at the bottom +of the screen. This navigates to an :menuselection:`Operations` overview page. + +.. image:: receipts_deliveries/receipts-deliveries-barcode-scanner.png + :align: center + :alt: Barcode app start screen with scanner. + +From this page, locate the :guilabel:`Receipts` card, and click the :guilabel:`# To Process` button +to view all outstanding receipts. Then, select the desired receipt operation to process. This +navigates to the barcode transfer screen. + +.. note:: + If *only* using a barcode scanner or the Odoo mobile app, the barcodes for each transfer of a + corresponding operation type can be scanned to be processed easily. Once scanned, the products + that are part of an existing transfer can be scanned, and new products can be added to the + transfer, as well. Once all products have been scanned, validate the transfer to proceed with the + stock moves. + +From this screen, an overview of all receipts to process within that transfer (**WH/IN/000XX**) is +shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or +:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole +operation should be validated at once. + +.. image:: receipts_deliveries/receipts-deliveries-scanner-overview.png + :align: center + :alt: Overview of receipts in transfer to scan. + +To process and scan each product individually, choose a specific product line. The :guilabel:`+#` +button (in this case, :guilabel:`+10`) can be clicked to indicate receipt of that product, or the +:guilabel:`pencil` icon can be clicked to open a new screen to edit that product line. + +From this screen, the product that's being received is listed. Under the product name, the +:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity, +or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill +the quantity ordered from the :abbr:`PO (purchase order)`. + +.. example:: + In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode Product` is expected to be + received. `[BARCODE_PROD]` is the :guilabel:`Internal Reference` set on the product form. Scan + the barcode of the `Barcode Product` to receive one unit. Afterwards, click the + :guilabel:`pencil` icon to manually enter the received quantities. + + .. image:: receipts_deliveries/receipts-deliveries-product-line-editor.png + :align: center + :alt: Product line editor for individual transfer in Barcode app. + +Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract +quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well. + +Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by +default, unless another *location* is listed on the product itself. Click this line to reveal a +drop-down menu of additional locations to choose from. + +Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line. + +Then, from the overview page with all receipts to process within that transfer (**WH/IN/000XX**), +click the :guilabel:`+#` button on the product line for the products being received, and click +:guilabel:`Validate`. The receipt has now been processed, and the :guilabel:`Barcode app` can be +closed out. + +.. image:: receipts_deliveries/receipts-deliveries-validate-transfer.png + :align: center + :alt: Overview of receipts in transfer to validate. + +Scan barcodes for delivery orders +================================= + +To process warehouse deliveries for outgoing products, there first needs to be a sales order (SO) +created, and a delivery operation to process. + +To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales app --> Create` to +create a new quotation. + +From the blank quotation form, click the drop-down menu next to the :guilabel:`Customer` field to +add a customer. Then, on the :guilabel:`Product` line under the :guilabel:`Order Lines` tab, click +:guilabel:`Add a product`, and select the desired product(s) to add to the quotation. + +Once ready, click :guilabel:`Save` at the top of the form, and click :guilabel:`Confirm Order` to +confirm the quotation to a :abbr:`SO (sales order)`. + +.. image:: receipts_deliveries/receipts-deliveries-sales-order.png + :align: center + :alt: Completed sales order for barcode product. + +To process and scan barcodes for warehouse deliveries, navigate to the :menuselection:`Barcode app`. + +Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different +options is presented. To process deliveries, click on the :guilabel:`Operations` button at the +bottom of the screen. This navigates to an :guilabel:`Operations` overview page. + +From this page, locate the :guilabel:`Delivery Orders` card, and click the :guilabel:`# To Process` +button to view all outstanding deliveries. Then, select the desired delivery order to process. This +navigates to the barcode transfer screen. + +.. image:: receipts_deliveries/receipts-deliveries-operations-page.png + :align: center + :alt: Operations overview page in Barcode app dashboard. + +From this screen, an overview of all deliveries to process within that transfer (**WH/OUT/000XX**) +is shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or +:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole +operation should be validated at once. + +To process and scan each product individually, choose a specific product line. The :guilabel:`+1` +button can be clicked to indicate delivery of that product, or the :guilabel:`pencil icon` can be +clicked to open a new screen to edit that product line. + +From this screen, the product that's being delivered is listed. Under the product name, the +:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity, +or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill +the quantity ordered from the :abbr:`SO (sales order)`. + +Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract +quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well. + +Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by +default, unless another location is listed on the product itself. + +This is the location that the product is being pulled from for delivery. Click this line to reveal a +drop-down menu of additional locations to choose from (if this product is stored in multiple +locations in the warehouse). + +.. tip:: + For warehouses that have multiple different storage locations, putaway rules, and removal + strategies, additional steps can be added for various operation types, while using the *Barcode* + app. + +Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line. + +Then, from the overview page with all receipts to process within that transfer (**WH/OUT/000XX**), +click the :guilabel:`+#` button on the product line for the products being received, and click +:guilabel:`Validate`. The delivery has now been processed, and the *Barcode* app can be closed out. + +.. image:: receipts_deliveries/receipts-deliveries-validate-delivery.png + :align: center + :alt: Overview of deliveries in transfer to validate. diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-scanner.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-scanner.png new file mode 100644 index 000000000..3ce0e3f7e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-scanner.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-setting.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-setting.png new file mode 100644 index 000000000..5cc02885f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-barcode-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-operations-page.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-operations-page.png new file mode 100644 index 000000000..1bdddbeb0 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-operations-page.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-product-line-editor.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-product-line-editor.png new file mode 100644 index 000000000..f90fc83c2 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-product-line-editor.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-purchase-order.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-purchase-order.png new file mode 100644 index 000000000..94454d283 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-purchase-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-sales-order.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-sales-order.png new file mode 100644 index 000000000..ccba3c431 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-sales-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-scanner-overview.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-scanner-overview.png new file mode 100644 index 000000000..d935da13c Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-scanner-overview.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-delivery.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-delivery.png new file mode 100644 index 000000000..c8e26fb42 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-delivery.png differ diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-transfer.png b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-transfer.png new file mode 100644 index 000000000..1cee82f91 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries/receipts-deliveries-validate-transfer.png differ diff --git a/redirects/15.0.txt b/redirects/15.0.txt index a664ddacb..d54c6205a 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -78,6 +78,7 @@ applications/general/product_images.rst applications/sales/sales/products_prices # applications/inventory_and_mrp +applications/inventory_and_mrp/inventory/barcode/operations/internal.rst applications/inventory_and_mrp/inventory/barcode/operations/receipts_deliveries.rst applications/inventory_and_mrp/inventory/management/warehouses/difference_warehouse_location.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst applications/inventory_and_mrp/manufacturing/management/alternative_wc.rst applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst