[IMP] inventory: V13 version for the "uom" doc

inventory/overview.rst

@@ -6,6 +6,4 @@ Overview
    :titlesonly:
    :glob:
 
-   overview/concepts
-   overview/start
    overview/process

inventory/overview/concepts.rst

@@ -1,10 +0,0 @@
-=============
-Main Concepts
-=============
-
-.. toctree::
-   :titlesonly:
-   :glob:
-
-   concepts/double-entry
-   concepts/terminologies

inventory/overview/concepts/double-entry.rst

@@ -1,263 +0,0 @@
-:code-column:
-
-====================================
-Introduction to Inventory Management
-====================================
-
-A double-entry inventory has no stock input, output (disparition of products)
-or transformation. Instead, all operations are stock moves between locations
-(possibly virtual).
-
-.. h:div:: doc-aside chart-of-locations
-
-   .. placeholder
-
-Operations
-==========
-
-Stock moves represent the transit of goods and materials between locations.
-
-.. rst-class:: alternatives doc-aside
-
-Production Order
-  Consume:
-    | 2 Wheels: Stock → Production
-    | 1 Bike Frame: Stock → Production
-  Produce:
-    1 Bicycle: Production → Stock
-  Configuration:
-    | Stock: the location the Manufacturing Order is initiated from
-    | Production: on the product form, field "Production Location"
-
-Drop-shipping
-  1 Bicycle: Supplier → Customer
-
-  Configurarion:
-    | Supplier: on the product form
-    | Customer: on the sale order itself
-Client Delivery
-  Pick
-    1 Bicycle: Stock → Packing Zone
-  Pack
-    1 Bicycle: Packing Zone → Output
-  Shipping
-    1 Bicycle: Output → Customer
-  Configuration:
-    | on the pick+pack+ship route for the warehouse
-Inter-Warehouse transfer
-  Transfer:
-    | 1 Bicycle: Warehouse 1 → Transit
-    | 1 Bicycle: Transit → Warehouse 2
-  Configuration:
-    | Warehouse 2: the location the transfer is initiated from
-    | Warehouse 1: on the transit route
-Broken Product (scrapped)
-  1 Bicycle: Warehouse → Scrap
-
-  Configuration:
-    Scrap: Scrap Location when creating the scrapping
-Inventory
-  Missing products in inventory
-    1 Bicycle: Warehouse → Inventory Loss
-  Extra products in inventory
-    1 Bicycle: Inventory Loss → Warehouse
-  Configuration:
-    Inventory Loss: "Inventory Location" field on the product
-Reception
-  | 1 Bicycle: Supplier → Input
-  | 1 Bicycle: Input → Stock
-
-  Configuration:
-    | Supplier: purchase order supplier
-    | Input: "destination" field on the purchase order
-
-Analysis
-========
-
-Inventory analysis can use products count or products value (= number of
-products * product cost).
-
-For each inventory location, multiple data points can be analysed:
-
-.. raw:: html
-
-   <ul class="highlighter-list" data-target=".analysis-table">
-     <li data-highlight=".analysis-valuation">inventory valuation</li>
-     <li data-highlight=".analysis-creation">
-       value creation (difference between the value of manufactured products
-       and the cost of raw materials used during manufacturing) (negative)
-     </li>
-     <li data-highlight=".analysis-lost">value of lost/stolen products</li>
-     <li data-highlight=".analysis-scrapped">value of scrapped products</li>
-     <li data-highlight=".analysis-delivered">value of products delivered to clients over a period</li>
-     <li data-highlight=".analysis-received">value of products received from suppliers over a period (negative)</li>
-     <li data-highlight=".analysis-transit">value of products in transit between locations</li>
-   </ul>
-
-.. h:div:: doc-aside analysis-table
-
- .. raw:: html
-
-   <table class="table table-condensed highlighter-target">
-     <thead>
-       <tr>
-         <th>Location</th> <th class="text-right">Value</th>
-       </tr>
-     </thead>
-     <tbody>
-       <tr class="analysis-valuation">
-         <th>Physical Locations</th> <td class="text-right">$1,000</td>
-       </tr>
-       <tr>
-         <th>&#8193;Warehouse 1</th> <td class="text-right">$600</td>
-       </tr>
-       <tr>
-         <th>&#8193;Warehouse 2</th> <td class="text-right">$400</td>
-       </tr>
-       <tr>
-         <th>Partner Locations</th> <td class="text-right">- $1,500</td>
-       </tr>
-       <tr class="analysis-delivered">
-         <th>&#8193;Customers</th> <td class="text-right">$2,000</td>
-       </tr>
-       <tr class="analysis-received">
-         <th>&#8193;Suppliers</th> <td class="text-right">- $3,500</td>
-       </tr>
-       <tr>
-         <th>Virtual Locations</th> <td class="text-right">$500</td>
-       </tr>
-       <tr class="analysis-transit">
-         <th>&#8193;Transit Location</th> <td class="text-right">$600</td>
-       </tr>
-       <tr>
-         <th>&#8193;Initial Inventory</th> <td class="text-right">$0</td>
-       </tr>
-       <tr class="analysis-lost">
-         <th>&#8193;Inventory Loss</th> <td class="text-right">$350</td>
-       </tr>
-       <tr class="analysis-scrapped">
-         <th>&#8193;Scrapped</th> <td class="text-right">$550</td>
-       </tr>
-       <tr class="analysis-creation">
-         <th>&#8193;Manufacturing</th> <td class="text-right">- $1,000</td>
-       </tr>
-     </tbody>
-  </table>
-
-Procurements & Procurement Rules
-================================
-
-A procurement is a request for a specific quantity of products to a specific
-location. They can be created manually or automatically triggered by:
-
-.. rst-class:: alternatives doc-aside
-
-New sale orders
-  Effect
-    A procurement is created at the customer location for every product
-    ordered by the customer (you have to deliver the customer)
-  Configuration
-    Procurement Location: on the customer, field "Customer Location" (property)
-Minimum Stock Rules
-  Effect
-    A procurement is created at the rule's location.
-  Configuration
-    Procurement location: on the rule, field "Location"
-Procurement rules
-  Effect
-    A new procurement is created on the rule's source location
-
-*Procurement rules* describe how procurements on specific locations should be
-fulfilled e.g.:
-
-* where the product should come from (source location)
-* whether the procurement is :abbr:`MTO (Made To Order)` or :abbr:`MTS (Made
-  To Stock)`
-
-.. h:div:: doc-aside
-
-   .. todo:: needs schema thing from FP
-
-Routes
-======
-
-Procurement rules are grouped in routes. Routes define paths the product must
-follow. Routes may be applicable or not, depending on the products, sales
-order lines, warehouse,...
-
-To fulfill a procurement, the system will search for rules belonging to routes
-that are defined in (by order of priority):
-
-.. rst-class:: alternatives doc-aside
-
-Warehouses
-  Warehouse Route Example: Pick → Pack → Ship
-
-  Picking List:
-    Pick Zone → Pack Zone
-  Pack List:
-    Pack Zone → Gate A
-  Delivery Order:
-    Gate A → Customer
-
-  Routes that describe how you organize your warehouse should be defined on the warehouse.
-A Product
-  Product Route Example: Quality Control
-
-  Reception:
-    Supplier → Input
-  Confirmation:
-    Input → Quality Control
-  Storage:
-    Quality Control → Stock
-
-Product Category
-  Product Category Route Example: cross-dock
-
-  Reception:
-    Supplier → Input
-  Cross-Docks:
-    Input → Output
-  Delivery:
-    Output → Customer
-Sale Order Line
-  Sale Order Line Example: Drop-shipping
-
-  Order:
-    Supplier → Customer
-
-Push Rules
-==========
-
-Push rules trigger when products enter a specific location. They automatically
-move the product to a new location. Whether a push rule can be used depends on
-applicable routes.
-
-.. rst-class:: alternatives doc-aside
-
-Quality Control
-  * Product lands in Input
-  * Push 1: Input → Quality Control
-  * Push 2: Quality Control → Stock
-Warehouse Transit
-  * Product lands in Transit
-  * Push: Transit → Warehouse 2
-
-Procurement Groups
-==================
-
-Routes and rules define inventory moves. For every rule, a document type is
-provided:
-
-* Picking
-* Packing
-* Delivery Order
-* Purchase Order
-* ...
-
-Moves are grouped within the same document type if their procurement group and
-locations are the same.
-
-A sale order creates a procurement group so that pickings and delivery orders
-of the same order are grouped. But you can define specific groups on
-reordering rules too. (e.g. to group purchases of specific products together)

inventory/overview/concepts/terminologies.rst

@@ -1,105 +0,0 @@
-=============
-Terminologies
-=============
-
-- **Warehouse**: A warehouse in Odoo is a location where you store
-  products. It is either a physical or a virtual warehouse. It
-  could be a store or a repository.
-
-- **Location**: Locations are used to structure storage zones within a
-  warehouse. In addition to internal locations (your warehouse),
-  Odoo has locations for suppliers, customers, inventory loss
-  counter-parts, etc.
-
-- **Lots**: Lots are a batch of products identified with a unique
-  barcode or serial number. All items of a lot are from the same
-  product. (e.g. a set of 24 bottle) Usually, lots come from
-  manufacturing order batches or procurements.
-
-- **Serial Number**: A serial number is a unique identifier of a
-  specific product. Technically, serial numbers are similar to
-  having a lot of 1 unique item.
-
-- **Unit of Measure**: Define how the quantity of products is 
-  expressed. Meters, Pounds, Pack of 24, Kilograms,… Unit of
-  measure of the same category (ex: size) can be converted to each
-  others (m, cm, mm) using a fixed ratio.
-
-- **Consumable**: A product for which you do not want to manage the
-  inventory level (no quantity on hand or forecasted) but that you
-  can receive and deliver. When this product is needed Odoo suppose
-  that you always have enough stock.
-
-- **Stockable**: A product for which you want to manage the inventory
-  level.
-
-- **Package:** A package contains several products (identified by their
-  serial number/lots or not). Example: a box containing knives and
-  forks.
-
-- **Procurement**: A procurement is a request for a specific quantity
-  of products to a specific location. Procurement are automatically
-  triggered by other documents: Sale orders, Minimum Stock Rules,
-  and Procurement rules. You can trigger the procurement manually.
-  When procurements are triggered automatically, you should always
-  pay attention for the exceptions (e.g. a product should be
-  purchased from a vendor, but no supplier is defined).
-
-- **Routes**: Routes define paths the product must follow. Routes may
-  be applicable or not, depending on the products, sales order
-  lines, warehouse,… To fulfill a procurement, the system will
-  search for rules belonging to routes that are defined in the
-  related product/sale order.
-
-- **Push Rules**: Push rules trigger when products enter a specific
-  location. They automatically move the product to a new location.
-  Whether a push rule can be used depends on applicable routes.
-
-- **Procurement Rules** or **Pull Rules**: Procurement rules describe
-  how procurements on specific locations should be fulfilled e.g.:
-  where the product should come from (source location), whether the
-  procurement is MTO or MTS,...
-
-- **Procurement Group**: Routes and rules define inventory moves. For
-  every rule, a document type is provided: Picking, Packing,
-  Delivery Order, Purchase Order,… Moves are grouped within the
-  same document type if their procurement group and locations are
-  the same.
-
-- **Stock Moves**: Stock moves represent the transit of goods and
-  materials between locations.
-
-- **Quantity On Hand**: The quantity of a specific product that is
-  currently in a warehouse or location.
-
-- **Forecasted Quantity**: The quantity of products you can sell for a
-  specific warehouse or location. It is defined as the Quantity on
-  Hand - Future Delivery Orders + Future incoming shipments +
-  Future manufactured units.
-
-- **Reordering Rules**: It defines the conditions for Odoo to
-  automatically trigger a request for procurement (buying at a
-  supplier or launching a manufacturing order). It is triggered
-  when the forecasted quantity meets the minimum stock rule.
-
-- **Cross-Dock**: Cross-docking is a practice in the logistics of
-  unloading materials from an incoming semi-trailer truck or
-  railroad car and loading these materials directly into outbound
-  trucks, trailers, or rail cars, with no storage in between. (does
-  not go to the stock, directly from incoming to packing zone)
-
-- **Drop-Shipping**: move products from the vendor/manufacturer
-  directly to the customer (could be retailer or consumer) without
-  going through the usual distribution channels. Products are sent
-  directly from the vendor to the customer, without passing through
-  your own warehouse.
-
-- **Removal Strategies**: the strategy to use to select which product
-  to pick for a specific operation. Example: FIFO, LIFO, FEFO.
-
-- **Putaway Strategies**: the strategy to use to decide in which
-  location a specific product should be set when arriving
-  somewhere. (example: cables goes in rack 3, storage A)
-
-- **Scrap**: A product that is broken or outdated. Scrapping a product
-  removes it from the stock.

inventory/overview/start.rst

@@ -1,9 +0,0 @@
-================
-Getting Started
-================
-
-.. toctree::
-   :titlesonly:
-   :glob:
-
-   start/setup

inventory/overview/start/setup.rst

@@ -1,40 +0,0 @@
-============================
-How to setup Odoo inventory?
-============================
-
-The Odoo Inventory application has an implementation guide that you
-should follow to configure it. It's a step-by-step manual with links to
-the different screens you need.
-
-Once you have installed the **Inventory** application, click on
-the top-right progress bar to get access to the implementation guide.
-
-.. image:: media/setup01.png
-   :align: center
-
-The implementation guide helps you through the following steps:
-
-1. Set up your warehouse
-
-2. Import your vendors
-
-3. Import your products
-
-4. Set up the initial inventory
-
-5. Configure your sales and purchase flows
-
-6. Set up replenishment mechanisms
-
-7. Configure advanced features like package, traceability, routes and
-   inventory valuation.
-
-.. image:: media/setup02.png
-   :align: center
-
-.. note::
-
-	If you want to set up operations with barcode scanner in your
-	warehouse, you should install the **Barcode** application that adds
-	features on top of the inventory application. The barcode application
-	will guide you to configure and use your scanner optimally.

inventory/settings/products/uom.rst

@@ -1,14 +1,13 @@
-======================================
-How to use different units of measure?
-======================================
+==============================
+Use Different Units of Measure
+==============================
 
-Overview
-========
-
-In some cases, handling products in different unit of measures is
+In some cases, handling products in different units of measure is
 necessary. For example, if you buy products in a country where the
-metric system is of application and sell them in a country where the
-imperial system is used, you will need to convert the units.
+metric system is of application and sell in a country where the imperial
+system is used, you will need to convert the units. Another common use
+case is buying products in bigger packs to your supplier and selling
+them in units to your customers.
 
 You can set up Odoo to work with different units of measure for one
 product.
@@ -16,114 +15,93 @@ product.
 Configuration
 =============
 
-In the **Inventory** application, go to :menuselection:`Configuration --> Settings`.
-In the **Products** section, select **Some products may be sold/purchased in
-different units of measure (advanced)**, then click on **Apply**.
+In the *Inventory* application, go to *Configuration > Settings*. In
+the *Products* section, activate *Units of Measure*, then *Save*.
 
-.. image:: media/uom09.png
-   :align: center
+.. image:: media/uom_01.png
+    :align: center
 
-Setting up units on your products
+Create New Units of Measure
+===========================
+
+In the *Inventory* application go to *Configuration > UoM*. There,
+hit *Create*. As an example, we will create a Box of 6 units that we
+will use for the Egg product.
+
+.. image:: media/uom_02.png
+    :align: center
+
+The category is important for unit conversion, you will be able to
+convert products from one unit to another only if those units belong to
+the same category. The box of 6 is 6 times bigger than the reference
+unit of measure for the category which is “Units” here.
+
+.. image:: media/uom_03.png
+    :align: center
+
+Specify Units of Measure on your Products
+=========================================
+
+In the *Inventory application > Master Data > Products*, open the
+product which you would like to change the purchase/sale unit of
+measure, and click on *Edit*.
+
+In the *General Information* tab, you can select the *Unit of
+Measure* in which the product will be sold, which is also the unit in
+which internal transfers will take place. You can also select the
+*Purchase Unit of Measure*, which is the unit in which you purchase
+the product.
+
+.. image:: media/uom_04.png
+    :align: center
+
+Transfer from One Unit to Another
 =================================
 
-In :menuselection:`Master Data --> Products`, open the product which you would like to
-change the purchase/sale unit of measure, and click on **Edit**.
+Buy in the Pruchase UoM
+-----------------------
 
-In the **Unit of Measure** section, select the unit in which the product
-will be sold and in which internal transfers will be done.
+In the *Purchase* application, *Create* a new request for quotation
+in which you include the product with the different *Units of Measure*
+and *Confirm* it.
 
-In the **Purchase Unit of Measure** section, select the unit in which
-you purchase the product. When you're done, click on **Save**.
+.. image:: media/uom_05.png
+    :align: center
 
-.. image:: media/uom10.png
-   :align: center
+On the automatically generated purchase orders, the UoM used is the Box
+of 6, meaning the Purchase UoM. You have of course the possibility to
+manually modify the UoM if necessary. When you enter the *Receipt*
+which is linked to the purchase order, you can observe that the 10 boxes
+of 6 units have been converted in 60 units. Indeed, the stock is managed
+in units.
 
-.. tip::
-    Click on the edit button |edit| to create new unit of measures.
+.. image:: media/uom_06.png
+    :align: center
 
+Replenishment
+-------------
 
-Transfer from one unit to another
-=================================
+When doing a replenishment via the *Replenish* button on the product
+form, you have the possibility to change the unit of measure.
 
-When doing inter-unit transfers, the rounding is automatically done by
-Odoo.
+.. image:: media/uom_07.png
+    :align: center
 
-The unit of measure can be changed throughout the whole process. The
-only condition is that the unit of measure is part of the same category.
+.. image:: media/uom_08.png
+    :align: center
 
-In this example, we are in the egg business :
+Sell in bigger UoM
+------------------
 
--  We buy eggs by trays (30 eggs)
+You can choose the unit of measure on the sale order document and decide
+to sell the eggs by the dozen. When doing so, the price is automatically
+computed from Units UoM to adapt to the selected *UoM*.
 
--  We check all eggs individually when receiving it (quality control)
+.. image:: media/uom_09.png
+    :align: center
 
--  We sell eggs by the dozen to the customers
+In the delivery order, the *UoM* used in the sale order is converted
+to the *UoM* used for stock management, in our use case, the Units.
 
-.. image:: media/uom01.png
-   :align: center
-
-.. note::
-    The **Sale price** is expressed in the **Product unit of measure**. The
-    **Cost price** is expressed in the **Purchase Unit of Measure**.
-
-.. note::
-    All internal transfers are expressed in the **Product Unit of
-    Measure**.
-
-Procurement
------------
-
-When doing your procurement request, you can still change the unit of
-measure.
-
-.. image:: media/uom06.png
-   :align: center
-
-The unit of measure can also be changed in the purchase order :
-
-.. image:: media/uom03.png
-   :align: center
-
-Quality Control
----------------
-
-The quality control is done by unit.
-
-The basic unit of measure of our product is **Unit**. Therefore the
-quality check is done by unit.
-
-.. image:: media/uom05.png
-   :align: center
-
-.. note::
-    The unit of measure can only be changed when the transfer status
-    is **Draft**.
-
-Delivery process
-----------------
-
-The eggs are sold by the dozen. You can choose the unit of measure on
-the sale order document. When doing it, the price is automatically
-computed from the unit to the dozen.
-
-.. image:: media/uom04.png
-   :align: center
-
-In the delivery order, the initial demand is done in the sales order unit
-of measure :
-
-.. image:: media/uom02.png
-   :align: center
-
-But the transfer is done in the product unit of measure. Everything is
-converted automatically :
-
-.. image:: media/uom08.png
-   :align: center
-
-.. todo::
-    Create a link when the document is available
-    -  When should you use packages, units of measure or kits?
-
-
-.. |edit| image:: ./media/uom07.png
+.. image:: media/uom_10.png
+    :align: center

inventory/settings/products/usage.rst

@@ -67,5 +67,4 @@ When you are selling several trays, you might wrap all the trays into a
 ``box`` or in a ``plastic`` wrapping. It is the **package**.
 
 .. seealso::
-    * :doc:`../../overview/start/setup`
     * :doc:`uom`