diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst index acc0400f1..d9b6cb942 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/putaway.rst @@ -93,6 +93,8 @@ match is found: :align: center :alt: Some examples of putaway rules. +.. _inventory/warehouses_storage/storage-category: + Storage categories ================== diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst index 213a3a0e1..5a8638a41 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/removal.rst @@ -2,8 +2,6 @@ Removal strategies (FIFO, LIFO, FEFO) ===================================== -.. _inventory/routes/strategies/removal: - For companies with warehouses, **removal strategies** determine which products are taken from the warehouse, and when. Removal strategies are typically defined for specific picking operations. This helps companies to select the best products, optimize the distance workers need to travel when diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst index 23c4e8476..f52ef53cb 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst @@ -73,7 +73,7 @@ steps below to finish configuring the virtual parent warehouse. :alt: New warehouse form. .. seealso:: - - :doc:`Warehouse configurations <../inventory_management/warehouses_locations>` + - :doc:`Warehouse configurations <../inventory_management/warehouses>` - :ref:`Incoming and outgoing shipments ` - :doc:`Resupply from another warehouse <../inventory_management/resupply_warehouses>` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst index 8997de81a..7f6ceaaf7 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst @@ -1,18 +1,144 @@ -:nosearch: +:show-content: +:hide-page-toc: ==================== Inventory management ==================== +In the Odoo *Inventory* app, :doc:`warehouses ` handle the broader +organization and distribution of stock across different physical sites, while :doc:`locations +` provide a more detailed breakdown within each warehouse for +efficient item management. + +This document serves as an introduction to the terminology and concepts necessary to master +*Inventory*. For specific instructions and examples of how things work, refer to individual +documentation pages. + +.. seealso:: + `Odoo Tutorials: Warehouses & Locations `_ + +Warehouses +========== + +:doc:`Warehouses ` represent a physical place, with a physical +address, where a company's items are stored. + +Configure :doc:`routes ` in a warehouse to control how products +move to customers, from vendors, within the warehouse, or :doc:`between warehouses +`. + +Locations +========= + +:doc:`Locations ` refer to specific areas within a warehouse, +such as shelves, floors, or aisles. These are sub-divisions within a warehouse, and are unique to +that warehouse. Users can create and manage numerous locations within a single warehouse to organize +inventory more precisely. + +.. seealso:: + - :doc:`inventory_management/use_locations` + - :doc:`inventory_management/count_products` + - :doc:`inventory_management/cycle_counts` + - :doc:`inventory_management/scrap_inventory` + +.. _inventory/warehouses_storage/location-type: + +Location types +-------------- + +*Location types* in Odoo help categorize and manage where products are, and what actions need to be +taken with them. By default, on the :menuselection:`Inventory app --> Configuration --> Locations` +page, only internal locations are displayed. + +To view the seven location types in Odoo, select any location, and in the :guilabel:`Location Type` +field, there are: + +- :guilabel:`Vendor Location`: defines an area where products purchased from vendors originate. + Items here are **not** in stock. + +- :guilabel:`View`: used to organize and structure the warehouse hierarchy. For example, the view + location `WH` (short for warehouse) groups all internal locations, such as `Stock`, receiving + docks, quality checkpoints, and packing areas to show they all belong to the same warehouse. + + .. important:: + View locations should **not** contain products, but it is possible to move them there. + +- :guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these + locations are accounted for in :doc:`inventory valuation + `. + +- :guilabel:`Customer Location`: where sold products are tracked; items here are no longer in stock. + +- :guilabel:`Inventory Loss`: counterpart location to consume missing items or create stock, + accounting for discrepancies. + + In Odoo, examples of inventory loss locations are *Inventory Adjustment*, used to account for + discrepancies during an inventory count, and *Scrap*, which is where damaged goods are sent to + account for inventory losses. + + .. example:: + `Virtual Locations/Inventory Adjustment` is a location with the :guilabel:`Inventory Loss` + type. The database shows `65` units in `WH/Stock`, but an inventory check reveals `60`. To + correct the quantity, five units are moved from `WH/Stock` to `Virtual Locations/Inventory + Adjustment`. + + .. image:: inventory_management/inventory_management/inventory-loss.png + :align: center + :alt: Product ends up in Virtual Locations/Inventory Adjustment. + +- :guilabel:`Production`: where raw materials are consumed, and :doc:`manufactured products + <../../manufacturing>` are created. + +- :guilabel:`Transit Location`: used for inter-company or inter-warehouse operations to track + products shipped between different addresses, such as :ref:`Physical Locations/Inter-warehouse + transit `. + +.. image:: inventory_management/inventory_management/locations.png + :align: center + :alt: List of locations in Odoo. + +.. note:: + In Odoo, location types are color-coded: + - **Red**: internal locations + - **Blue**: view locations + - **Black**: external locations (including inventory loss, vendor, and customer locations). + +View locations in Odoo +---------------------- + +Odoo databases include pre-configured view locations to organize the hierarchy of locations. These +provide helpful context, and distinguish between internal and external locations. + +- *Physical locations* serve as an umbrella for external locations, without changing a product's + inventory value. (Inventory valuation changes occur when products move from internal to external + locations). + +.. _inventory/warehouses_storage/interwarehouse-transit: + + .. example:: + When moving products in warehouses `WH` and `WH2`, the items are not in either warehouse, but + still belong to the company. While in transit, they are placed in the `Inter-warehouse transit` + location, a :guilabel:`Transit Location` type. + + This location is under the view location, `Physical Locations`, indicating that + `Inter-warehouse transit` is outside of a warehouse, but still part of the company. Doing so + does not affect the inventory valuation of the products. + +- *Partner locations* group customer and vendor locations (external locations) together. Transfers + to these locations affect inventory valuation. +- *Virtual locations* are locations that do **not** exist physically, but it is where items that are + not in inventory can be placed. These can be items that are no longer in inventory due to loss, or + other factors. + .. toctree:: :titlesonly: - inventory_management/resupply_warehouses - inventory_management/warehouse_replenishment_transfer - inventory_management/warehouses_locations - inventory_management/create_a_second_warehouse - inventory_management/use_routes + inventory_management/warehouses inventory_management/use_locations inventory_management/count_products inventory_management/cycle_counts inventory_management/scrap_inventory + inventory_management/resupply_warehouses + inventory_management/warehouse_replenishment_transfer + inventory_management/use_routes + diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst deleted file mode 100644 index a4f54a0bc..000000000 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst +++ /dev/null @@ -1,100 +0,0 @@ -========================= -Create a second warehouse -========================= - -A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set -up multiple warehouses and transfer stored items between them. - -By default, the Odoo platform has one warehouse that is already configured, with the address set as -the company's address. To create a second warehouse, select :menuselection:`Configuration --> -Warehouses`, then click :guilabel:`Create` and configure the form as follows: - -- :guilabel:`Warehouse`: the full name of the warehouse -- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name - for the default warehouse in Odoo is **WH** -- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns - the Odoo database or the company of a customer or vendor -- :guilabel:`Address`: the address where the warehouse is located - -.. important:: - The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in - :menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more - information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules - `. - -- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments - should follow -- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse -- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse -- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside - the warehouse -- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the - warehouse -- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being - created - -.. image:: create_a_second_warehouse/new-warehouse-configuration.png - :align: center - :alt: A filled out form for creating a new warehouse. - -.. important:: - Creating a second warehouse will automatically enable the *Storage Locations* setting, which - allows location tracking of products within a warehouse. To toggle this setting, navigate to - :menuselection:`Configuration --> Settings` and click the checkbox under the - :guilabel:`Warehouse` heading. - -After filling out the form, click :guilabel:`Save` and the new warehouse will be created. - -Add inventory to a new warehouse -================================ - -If a new warehouse is created that has existing inventory in it, the inventory counts should be -added to Odoo so that the stock listed in the Odoo database reflects what is in the physical -warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory --> -Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment -form can then be filled out as follows: - -- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to - by -- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse - and any locations within it that inventory will be added to -- :guilabel:`Products`: include all products that will be added to inventory or leave blank to - select any product during the next step -- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect - inventory adjustments for new warehouses since they have no existing inventory -- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the - inventory -- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a - customer or vendor -- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added - should default to stock on hand or zero; does not affect inventory adjustments for new warehouses - since they have no existing inventory - -.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png - :align: center - :alt: A filled out form for an inventory adjustment. - -Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next -page where products can be added to the inventory adjustment. Add a new product by clicking on -:guilabel:`Create` and then fill out the product line as follows: - -- :guilabel:`Product`: the product being added to inventory -- :guilabel:`Location`: the location where the product is currently stored in the new warehouse; - this can be set as the overall warehouse or a location within the warehouse -- :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to - identify it -- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory - is being adjusted; this should be zero for a new location or warehouse -- :guilabel:`Counted`: the amount of the product that is being added to inventory -- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will - automatically update to reflect the value entered in the :guilabel:`Counted` column -- :guilabel:`UoM`: the unit of measure used for counting the product - -.. image:: create_a_second_warehouse/product-line-configuration.png - :align: center - :alt: Include a line for each product being added to inventory. - -After adding all the products already stored in the new warehouse, click :guilabel:`Validate -Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will -update to reflect those in the :guilabel:`Counted` column and the products added will appear in the -inventory of the new warehouse. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png deleted file mode 100644 index 9f48bb7d6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png deleted file mode 100644 index 05bd52d16..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png deleted file mode 100644 index ffdead1b6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/inventory-loss.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/inventory-loss.png new file mode 100644 index 000000000..c6f49c659 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/inventory-loss.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/locations.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/locations.png new file mode 100644 index 000000000..6ff91f2bc Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/inventory_management/locations.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst index c5c139902..747e964dc 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst @@ -23,7 +23,7 @@ rather a designation in Odoo that is used to track items that are no longer in p .. admonition:: Learn more For more information about virtual locations, see the documentation about the different types of - :ref:`locations `. + :ref:`location types `. Scrap from stock ================ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst index c73481411..eb2f72983 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst @@ -2,58 +2,118 @@ Locations ========= -A *location* is a specific space within a warehouse. This can be a shelf, room, aisle, etc. There -are three types of locations in Odoo: +A *location* is a specific space within a warehouse. This can be a shelf, room, aisle, etc. -- *Physical locations* are spaces within a warehouse owned by the user's company. These can be a an - area where items are stored like an aisle or shelf, or an area where operations take place, like - loading and unloading bays. -- *Partner locations* are the same as physical locations except that they exist within the warehouse - of a customer or vendor. -- *Virtual locations* are locations that do not exist physically, but where items that are not in - inventory can be placed. These can be items that have not yet entered inventory, like products - that are on the way to a warehouse, or items that are no longer in inventory due to loss or other - factors. +Configuration +============= -.. important:: - In order to use locations, the :guilabel:`Storage Locations` setting must be enabled. To do so, - navigate to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the - :guilabel:`Warehouse` heading, and enable the :guilabel:`Storage Locations` checkbox. +To create specific storage locations, enable the *Storage Locations* feature by going to +:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouses` +section, tick the :guilabel:`Storage Locations` checkbox. Then, click :guilabel:`Save`. -Create a new location inside a warehouse -======================================== +.. note:: + Typically, the :guilabel:`Storage Locations` feature is used with :doc:`Multi-Step Routes + `, which controls how products move between locations. -Starting from the :menuselection:`Inventory` app, select :menuselection:`Configuration --> Locations ---> Create`. The new location form can then be configured as follows: +.. image:: use_locations/enable-location.png + :align: center + :alt: Show Storage Locations feature. -- :guilabel:`Location Name`: the name that will be used to reference the location -- :guilabel:`Parent Location`: the location or warehouse that the new location exists within -- :guilabel:`Location Type`: choose the category that the location belongs to -- :guilabel:`Company`: the company that owns the warehouse that the location is inside of -- :guilabel:`Is a Scrap Location?`: check this box to allow for scrapped/damaged goods to be stored - in this location -- :guilabel:`Is a Return Location?`: check this box to allow products to be returned to this - location -- :guilabel:`Barcode`: the barcode number assigned to the location -- :guilabel:`Removal Strategy`: the :ref:`strategy ` for how - items should be taken from inventory +Create new location +=================== -.. image:: use_locations/new-location-form.png +After enabling *Storage Locations*, go to :menuselection:`Inventory app --> Configuration --> +Locations`. + +.. image:: use_locations/locations.png + :align: center + :alt: List of internal locations. + +On this page, click :guilabel:`New`. The new location form can then be configured as follows: + +- :guilabel:`Location Name`: recognizable name of the location. +- :guilabel:`Parent Location`: the location within which the new location exists. After the location + is created, it is listed on the :guilabel:`Locations` page using a *location hierarchy*, to + describe how a specific location fits within larger areas of the warehouse. + + .. example:: + In `WH/Stock/Zone A/Refrigerator 1`, "Refrigerator 1" is the location name, "Zone A" is the + parent location, and everything before it is the path showing where this spot is within the + warehouse. + +Additional Information section +------------------------------ + +In addition to the required fields above, configure the following location fields to ensure the +location serves its intended purpose in the database: + +- :guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor Location`, + :guilabel:`View`, :guilabel:`Internal Location`, :guilabel:`Customer Location`, + :guilabel:`Inventory Loss`, :guilabel:`Production`, or :guilabel:`Transit Location` to categorize + the location. For details on each location type, refer to the :ref:`Location Types section + `. +- :guilabel:`Storage Category`: only available with the :ref:`Storage Categories + ` feature enabled in :menuselection:`Inventory app + --> Configuration --> Settings`. +- :guilabel:`Company`: the company the location belongs to. +- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be + stored in this location. +- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this + location. +- :guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to :ref:`identify actions + ` at this location when scanned. +- :guilabel:`Replenish Location`: used for :doc:`configuring routes `, tick this + checkbox to set the location as a destination for receiving products from *Buy*, *Manufacture*, or + other procurement routes, ensuring products are correctly supplied to the warehouse. + +.. image:: use_locations/new-location.png :align: center :alt: The form for creating a new location. -Create location hierarchies -=========================== +Cyclic Counting section +----------------------- -The *Parent Location* setting on the new location form allows for a location to exist within a -warehouse or another location. Every location can serve as a parent location, and every parent -location can have multiple locations within it, allowing for the creation of a virtually infinite -hierarchical structure. +To schedule regular inventory counts at this location, set the :guilabel:`Inventory Frequency +(Days)` field to the desired interval. By default, it is set to `0` (no scheduled counts). + +For example, setting this field to `30`, schedules a count every thirty days. For more specifics on +setting up and using this feature, refer to the :doc:`Cycle Counts documentation `. + +The :guilabel:`Last Effective Inventory` field displays the date the last inventory count at this +location occurred. When scheduled inventory counts are enabled, the :guilabel:`Next Expected +Inventory` field displays the date of the next inventory count. .. example:: - Location hierarchy could be organized so that a shelf is located within an aisle, which is - located within a room, which is located within the overall warehouse. + With inventory counts scheduled to occur every `30` days, and the :guilabel:`Last Effective + Inventory` count occurring on July 16, the :guilabel:`Next Expected Inventory` is August 15. -To create the location hierarchy in the example above, set the warehouse as the parent of the room, -the room as the parent of the aisle, and the aisle as the parent of the shelf. This can be adapted -to a hierarchy of any magnitude. + .. image:: use_locations/scheduled-count.png + :align: center + :alt: Show Cyclic Count section of the locations form. + +Logistics section +----------------- + +In the :guilabel:`Logistics` section of the locations form, optionally select a :guilabel:`Removal +Strategy` to determine the order and priority of how products are picked from inventory. The options +are: :guilabel:`First In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, :guilabel:`Closest +Location`, and :guilabel:`First Expiry First Out (FEFO)`. + +.. seealso:: + :doc:`../advanced_operations_warehouse/removal` + +Current stock at location +========================= + +To view the current stock at a single location, go to :menuselection:`Inventory app --> +Configuration --> Locations`, and select the desired location. + +Next, click the :guilabel:`Current Stock` smart button to get a list of all products at the +location. + +.. example:: + A list of current stock at `Shelf 1` consists of `266` cabinets and `39` desks. + + .. image:: use_locations/current-stock.png + :align: center + :alt: Show stock at Shelf 1. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/current-stock.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/current-stock.png new file mode 100644 index 000000000..420d89f33 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/current-stock.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/enable-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/enable-location.png new file mode 100644 index 000000000..2fb2edfd3 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/enable-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/locations.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/locations.png new file mode 100644 index 000000000..826315522 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/locations.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png deleted file mode 100644 index 52fff3028..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location.png new file mode 100644 index 000000000..f4f502731 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/scheduled-count.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/scheduled-count.png new file mode 100644 index 000000000..8f3255c48 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/scheduled-count.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst new file mode 100644 index 000000000..080f90c48 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst @@ -0,0 +1,73 @@ +========== +Warehouses +========== + +In the Odoo *Inventory* app, a *warehouse* is a physical space with an address for storing items, +such as a storage facility, distribution center, or physical store. + +Each database has a pre-configured warehouse with the company's address. Users can set up multiple +warehouses, and :doc:`create stock moves ` between them. + +Configuration +============= + +To create or manage warehouses, go to :menuselection:`Inventory app --> Configuration --> +Warehouses`. + +Then, select an existing warehouse, or create a new one by clicking :guilabel:`New`. Doing so opens +the warehouse form, which contains the following fields: + +- :guilabel:`Warehouse` (*required field*): the full name of the warehouse. +- :guilabel:`Short Name` (*required field*): the abbreviated code for the warehouse (maximum five + characters). The short name for the default warehouse in Odoo is `WH`. + + .. important:: + The :guilabel:`Short Name` appears on warehouse documents, so it is recommended to use an + memorable one, like "WH[first letters of location]" (e.g. `WHA`, `WHB`, etc.). + +- :guilabel:`Address` (*required field*): the address of the warehouse. To change the warehouse + address when creating two or more warehouses, hover over the field, and click the + :icon:`fa-arrow-right` :guilabel:`(right arrow)`. +- :guilabel:`Company` (*required field*): the company that owns the warehouse; this can be set as + the company that owns the Odoo database, or the company of a customer or vendor. +- :guilabel:`Intrastat region`: :doc:`region name + <../../../../finance/accounting/reporting/intrastat>` required for companies in the European + Union. + +.. important:: + The options below are available **only** when the *Multi-Step Routes* feature is enabled in + :menuselection:`Inventory app --> Configuration --> Settings`. + +- :guilabel:`Incoming Shipments`: select the option to receive products from the warehouse in + :doc:`one <../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, :doc:`two + <../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`, or :doc:`three + <../../shipping_receiving/daily_operations/receipts_three_steps>` steps. + +- :guilabel:`Outgoing Shipments`: select the option to deliver products from the warehouse in + :doc:`one <../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, :doc:`two + <../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`, or :doc:`three + <../../shipping_receiving/daily_operations/delivery_three_steps>` steps. + +- :guilabel:`Dropship Subcontractors`: available with the *Subcontracting* feature enabled in + :menuselection:`Manufacturing app --> Configuration --> Settings`. Tick this checkbox to purchase + components from vendors, and dropship them to subcontractors. +- :guilabel:`Resupply Subcontractors`: available with the *Subcontracting* feature, tick this + checkbox to supply subcontractors with raw materials stored in *this* specific warehouse. +- :guilabel:`Manufacture to Resupply`: tick this checkbox to allow for items to be manufactured in + this warehouse. +- :guilabel:`Manufacture`: choose whether to manufacture products in :doc:`one + <../../../manufacturing/management/one_step_manufacturing>`, :doc:`two + <../../../manufacturing/management/two_step_manufacturing>`, or :doc:`three steps + <../../../manufacturing/management/three_step_manufacturing>`. +- :guilabel:`Buy to Resupply`: tick this checkbox to allow for purchased products to be delivered to + the warehouse. +- :guilabel:`Resupply From`: available with multiple warehouses in the database, select warehouses + to pull stock *from* to fulfill orders. + +.. seealso:: + :doc:`Use inventory adjustments to add stock to new warehouses ` + +.. image:: warehouses/warehouse-form.png + :align: center + :alt: Example warehouse form. + diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses/warehouse-form.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses/warehouse-form.png new file mode 100644 index 000000000..e4eb9d06a Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses/warehouse-form.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst deleted file mode 100644 index 1e38a03e2..000000000 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst +++ /dev/null @@ -1,95 +0,0 @@ -=============================== -Manage Warehouses and Locations -=============================== - -Terminology -=========== - -Warehouse ---------- - -In Odoo, a **Warehouse** is the actual building/place in which a company's items are stocked. -Multiple warehouses can be set up in Odoo and the user can create moves between warehouses. - -.. _inventory/management/difference-warehouse-location: - -Location --------- - -A **Location** is a specific space within the warehouse. It can be a sublocation of the warehouse -(a shelf, a floor, an aisle, and so on). Therefore, a location is part of one warehouse only and it -is not possible to link one location to multiple warehouses. In Odoo, as many locations can be -configured as needed under one warehouse. - -There are three types of locations: - -- The **Physical Locations** are internal locations that are part of the warehouses that the - company owns. They can be the loading and unloading areas of the warehouse, a shelf, a department, - etc. - -- The **Partner Locations** are spaces within a customer and/or vendor's warehouse. They work the - same way as physical locations, with the only difference being that they are not owned by the - user's company. - -- The **Virtual Locations** are places that do not exist, but in which products can be placed when - they are not physically in an inventory yet (or anymore). They come in handy when recording lost - products (**Inventory Loss**), or accounting for products that are on their way to the warehouse - (**Procurements**). - -In Odoo, locations are structured hierarchically. Locations can be structured as a tree, dependent -on a parent-child relationship. This gives more detailed levels of analysis of the stock operations -and the organization of the warehouses. - -Configuration -============= - -To activate locations, go to :menuselection:`Configuration --> Settings` and enable -:guilabel:`Storage Locations`. Then, click :guilabel:`Save`. - -.. image:: warehouses_locations/storage-location-warehouse-setting.png - :align: center - :alt: Enable the storage location feature in Odoo Inventory settings. - -.. important:: - To manage several routes within the warehouses, also enable :guilabel:`Multi-Step Routes` and - check :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes`. - -Create a new warehouse -====================== - -To create a warehouse, go to :menuselection:`Configuration --> Warehouse Management --> Warehouses` -and click on :guilabel:`Create`. - -Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. The short name is five -characters maximum. - -.. image:: warehouses_locations/create-new-warehouse.png - :align: center - :alt: Short name field of a warehouse on Odoo Inventory. - -.. important:: - The :guilabel:`Short Name` appears on transfer orders and other warehouse documents. Odoo - recommends using an understandable one like "WH/[first letters of location]". - -Now, go back to the :guilabel:`Inventory` dashboard. There, new operations related to the newly -created warehouse have been automatically generated. - -.. image:: warehouses_locations/new-transfer-types.png - :align: center - :alt: Inventory app dashboard displaying new transfer types for the recently created warehouse. - -.. note:: - Adding a second warehouse will automatically activate the :guilabel:`Locations` setting. - -Create a new location -===================== - -To create a location, go to :menuselection:`Configuration --> Warehouse Management --> Locations` -and click on :guilabel:`Create`. - -Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location` and click -:guilabel:`Save`. - -.. image:: warehouses_locations/create-new-location.png - :align: center - :alt: Create a new warehouse location in Odoo Inventory. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png deleted file mode 100644 index 0dce45f3f..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png deleted file mode 100644 index 698fe11fa..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png deleted file mode 100644 index 4fd064dea..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png deleted file mode 100644 index 525462d3a..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png and /dev/null differ diff --git a/content/applications/sales/point_of_sale/shop/ship_later.rst b/content/applications/sales/point_of_sale/shop/ship_later.rst index b90c6bfc6..34dd97217 100644 --- a/content/applications/sales/point_of_sale/shop/ship_later.rst +++ b/content/applications/sales/point_of_sale/shop/ship_later.rst @@ -26,7 +26,7 @@ Once activated, you can: .. seealso:: - :doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method` - - :doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations` + - :doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses` Practical application ===================== diff --git a/content/applications/services/field_service/default_warehouse.rst b/content/applications/services/field_service/default_warehouse.rst index dca9f493a..67bc2ce6f 100644 --- a/content/applications/services/field_service/default_warehouse.rst +++ b/content/applications/services/field_service/default_warehouse.rst @@ -16,7 +16,7 @@ Configuration ============= To set up a user default warehouse, the :doc:`storage locations -` +<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>` feature needs to be activated in the **Inventory** app. It is also necessary to have more than one warehouse in your database. @@ -24,7 +24,7 @@ You can either set it up :ref:`for your profile `, users `. .. seealso:: - :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations` + :doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations` .. _default-warehouse/my-profile: diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 3113d3d5c..407f824f3 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -70,7 +70,9 @@ applications/inventory_and_mrp/inventory/management/warehouses.rst applications/ applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst # /inventory_and_mrp/inventory/management/warehouses/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst # /inventory_and_mrp/inventory/management/warehouses/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst # /inventory_and_mrp/inventory/management/warehouses/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* +applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst # /inventory/warehouses_storage/inventory_management/warehouses_locations -> /inventory/warehouses_storage/inventory_management/warehouses applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst # /inventory_and_mrp/inventory/management/warehouses/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* +applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst # Move all info about warehouses onto /inventory/warehouses_storage/inventory_management/warehouses.rst applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst # /inventory_and_mrp/inventory/management/warehouses/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst # /inventory_and_mrp/inventory/routes/concepts/use_routes -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/* applications/inventory_and_mrp/inventory/management/reporting.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst # /inventory_and_mrp/inventory/management/reporting -> /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation