[ADD] inventory: assign new serials
closes odoo/documentation#8575 Signed-off-by: Zachary Straub (zst) <zst@odoo.com> Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
@ -9,6 +9,7 @@ Product tracking
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product_tracking/type
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product_tracking/differences
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product_tracking/create_sn
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product_tracking/serial_numbers
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product_tracking/lots
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product_tracking/expiration_dates
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@ -0,0 +1,202 @@
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=====================
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Assign serial numbers
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=====================
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Assigning serial numbers to individual products allows the for tracking of properties,
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:doc:`expiration dates <expiration_dates>`, and location throughout the supply chain, which
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particularly benefits manufacturers providing after-sales services.
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.. seealso::
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- `Odoo Tutorials: Serial Numbers <https://www.youtube.com/watch?v=ZP-gMz2X5AY>`_
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- :doc:`serial_numbers`
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In Odoo, serial numbers are assigned to products:
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- in the :ref:`Detailed Operations page <inventory/product_management/detailed-operations>` on a
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receipt
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- by clicking the :ref:`Assign Serial Numbers <inventory/product_management/assign-sn>` button on a
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receipt
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- in the :ref:`Open: Stock move window <inventory/product_management/stock-move-section>` on a
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receipt
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- when closing a manufacturing order
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- when making an inventory adjustment
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.. _inventory/product_management/detailed-operations-popup:
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.. figure:: create_sn/assign-serial-numbers.png
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:align: center
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:alt: Display the Detailed Operations smart button and bulleted list icon on a receipt.
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Display the **Detailed Operations** smart button and bulleted list icon on a receipt.
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Configuration
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=============
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To assign serial numbers to products, activate the :guilabel:`Lots and Serial Numbers` feature in
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:menuselection:`Inventory app --> Configuration --> Settings`.
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Then, in the :guilabel:`Inventory` tab of an item's product form, set the :guilabel:`Tracking` field
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to :guilabel:`By Unique Serial Number`.
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.. seealso::
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- :ref:`Enable serial numbers <inventory/product_management/enable-lots>`
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- :ref:`Track products by serial numbers <inventory/product_management/configure-lots>`
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.. _inventory/product_management/configure-new-serials:
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Next, enable creating new serial numbers by going to :menuselection:`Inventory app --> Configuration
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--> Operations Types`.
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From the :guilabel:`Operations Types` page, select the desired operation type (e.g.
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:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the
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:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's
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configuration page.
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.. image:: create_sn/create-new.png
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:align: center
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:alt: Show "Create New" option is selected on the Receipts operation type.
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.. _inventory/product_management/detailed-operations:
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Detailed Operations
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===================
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Serial numbers can be assigned to products when entering stock for the first time, from the
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:guilabel:`Detailed Operations` page on the receipt. Receipts can be accessed by navigating to
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:menuselection:`Inventory app --> Operations --> Receipts`.
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.. important::
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Serial numbers can **not** be assigned to products on a request for quotation (RfQ) or purchase
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order (PO) — **only** on a receipt.
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.. figure:: create_sn/purchase-order-or-receipt.png
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:align: center
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:alt: Show the purchase order and the Receipt smart button
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Screenshot of a "Purchase Order" with the "Receipt" smart button at the top.
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To record an item's serial number before receiving the item, follow the steps in the next
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sections to assign serial numbers, but do **not** click the receipt's :guilabel:`Validate`
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button, until the products are received from the vendor.
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Assign a single serial number to a product by clicking the :guilabel:`Detailed Operations` smart
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button on a receipt.
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In the :guilabel:`Lot/Serial Number Name` column, manually type in the serial number for a single
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product.
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.. image:: create_sn/add-a-line.png
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:align: center
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:alt: Add a line on the Detailed Operations page to assign serial numbers.
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When finished, click the receipt's breadcrumbs, and the assigned serial numbers are automatically
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saved.
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.. _inventory/product_management/assign-sn:
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Assign serial numbers
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=====================
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To generate new serial numbers in a sequence, click the :guilabel:`+ (plus)` icon in the
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:ref:`product line <inventory/product_management/detailed-operations-popup>`.
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.. image:: create_sn/plus-icon.png
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:align: center
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:alt: Show the plus icon in the product line.
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.. important::
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If the icon is not visible, ensure the :guilabel:`Create New` option is selected in the
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:ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
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Doing so opens the :guilabel:`Assign Serial Numbers` pop-up window. The :guilabel:`Number of SN`
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field is auto-filled based on the product quantity requiring serial numbers. Manually input the
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first serial number in the :guilabel:`First SN` field, and click :guilabel:`Assign Serial Numbers`
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to generate a sequence of serial numbers based on the first serial number entered.
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.. image:: create_sn/assign-numbers-in-sequence.png
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:align: center
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:alt: Show Assign Serial numbers pop-up.
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.. _inventory/product_management/stock-move-section:
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Stock move pop-up window
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========================
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For various methods of assigning serial numbers in bulk, click the :guilabel:`⦙≣ (bulleted list)`
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icon in the :ref:`product line <inventory/product_management/detailed-operations-popup>` of a
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receipt.
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Add a line
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----------
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In the :guilabel:`Open: Stock move` pop-up window that appears, manually input the serial numbers in
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the :guilabel:`Lot/Serial Number` column.
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.. image:: create_sn/add-a-line-stock-move.png
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:align: center
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:alt: Add a line on the Stock move pop-up.
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Generate Serials
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----------------
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Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in
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the :guilabel:`Open: Stock move` pop-up window.
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.. image:: create_sn/generate-serials.png
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:align: center
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:alt: Show generate serials button.
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Doing so opens the :guilabel:`Generate Serial numbers` pop-up window, where the first serial number
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is entered in the :guilabel:`First SN` field to generate a sequence of serial numbers, based on the
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first serial number entered.
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For more details on how to fill in this pop-up window, :ref:`refer to this section
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<inventory/product_management/assign-sn>`.
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Import Serials
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--------------
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Assign multiple serial numbers at once by clicking the :guilabel:`Import Serials/Lots` button in the
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:guilabel:`Open: Stock move` pop-up window.
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.. important::
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If the button is not visible, ensure the :guilabel:`Create New` option is selected in the
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:ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
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Doing so opens the :guilabel:`Import Lots` pop-up window. Enter each serial number on a separate
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line in the :guilabel:`Lots/Serial numbers` text field.
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.. tip::
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Copy/paste serial numbers from an existing excel spreadsheet and add them to the
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:guilabel:`Lots/Serial numbers` text field.
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.. image:: create_sn/copy-from-excel.png
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:align: center
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:alt: Show excel sheet to copy serial numbers from.
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Tick the :guilabel:`Keep current lines` checkbox to add serial numbers to the list of products, and
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serial numbers in the :guilabel:`Lot/Serial Number` table, in the :guilabel:`Open: Stock move`
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pop-up window. To replace the serial numbers in the list, leave the :guilabel:`Keep current lines`
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option unchecked.
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Finally, click :guilabel:`Generate`.
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.. example::
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For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned
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a serial number in the :guilabel:`Open: Stock move` pop-up window.
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So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are
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assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial
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numbers` input field:
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.. code-block::
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124
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125
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The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in
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addition** to the serial number, `123`, that has already been assigned.
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.. image:: create_sn/import-serial.png
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:align: center
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:alt: Show example of correctly inputting serial numbers in the text field.
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@ -16,6 +16,8 @@ manufacturers that provide after-sales services to products that they sell and d
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.. seealso::
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:doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`
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.. _inventory/product_management/enable-lots:
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Enable lots & serial numbers
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============================
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@ -28,7 +30,7 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes.
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:align: center
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:alt: Enabled lots and serial numbers setting.
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.. _inventory/serial_numbers/configure:
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.. _inventory/product_management/configure-lots:
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Configure serial number tracking on products
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============================================
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@ -98,60 +100,32 @@ Serial numbers can be assigned for both **incoming** and **outgoing** goods. For
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serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers
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are assigned directly on the sales order form.
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Manage serial numbers on receipts
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---------------------------------
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Assign serial numbers to newly received products
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------------------------------------------------
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Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO).
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Assigning serial numbers to **incoming** goods can be done on the receipt, by clicking the
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:ref:`Detailed Operations smart button <inventory/product_management/detailed-operations>` or by
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clicking the :guilabel:`⦙≣ (bulleted list)` icon in the product line.
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To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase app --> Create`. Doing
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so reveals a new, blank request for quotation (RFQ) form.
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.. seealso::
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:doc:`create_sn`
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On this :abbr:`RFQ (request for quotation)` form, fill out the necessary information, by adding a
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:guilabel:`Vendor`, and by adding the desired products to the :guilabel:`Product` lines, by clicking
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:guilabel:`Add a product`, under the :guilabel:`Products` tab.
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Choose the desired quantity of the product to order, by changing the number in the
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:guilabel:`Quantity` column.
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When the necessary configurations are complete, click :guilabel:`Confirm Order`. This will convert
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the :abbr:`RFQ (request for quotation)` to a purchase order.
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Then, click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form page for
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that specific :abbr:`PO (purchase order)`.
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.. image:: serial_numbers/assign-serial-numbers.png
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:align: center
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:alt: Display the bulleted list icon and Detailed Operations smart buttons.
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.. warning::
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Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities
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will cause a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or
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serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be
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validated without a serial number being assigned.
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Clicking :guilabel:`Validate` before assigning a serial number to received quantities will cause
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a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or serial number
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for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without
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a serial number being assigned.
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.. image:: serial_numbers/serial-numbers-user-error-popup.png
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:align: center
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:alt: User error popup prompting serial number entry.
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.. image:: serial_numbers/serial-numbers-user-error-popup.png
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:align: center
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:alt: User error popup prompting serial number entry.
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From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
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horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
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:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
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In this pop-up, configure a number of different fields, including the assignation of a serial number
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(or serial numbers) under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of
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the pop-up.
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There are three ways to do this: manually assigning serial numbers, automatically assigning serial
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numbers, and copy/pasting serial numbers from a spreadsheet.
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Assign serial numbers manually
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To assign serial numbers manually, click :guilabel:`Add a line` from the :guilabel:`Detailed
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Operations` pop-up, and first choose the location where the product will be stored under the
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:guilabel:`To` column.
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Then, type a new :guilabel:`Serial Number Name`, and set the :guilabel:`Done` quantity in the
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appropriate columns.
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Repeat this process for the quantity of products shown in the :guilabel:`Demand` field, and until
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the :guilabel:`Quantity Done` field displays the correct (matching) number of products processed.
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There are multiple ways to do this: manually assigning serial numbers, automatically assigning
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serial numbers, and copy/pasting serial numbers from a spreadsheet.
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Assign serial numbers automatically
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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After Width: | Height: | Size: 20 KiB |
@ -228,7 +228,7 @@ quantities for the picking.
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`1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product
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barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the
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unique serial number for :ref:`product tracking <inventory/serial_numbers/configure>`.
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unique serial number for :ref:`product tracking <inventory/product_management/configure-lots>`.
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.. image:: batch_transfers/barcode-products.png
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:align: center
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