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 398879f5d..b504268ea 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 @@ -138,4 +138,4 @@ provide helpful context, and distinguish between internal and external locations inventory_management/count_products inventory_management/cycle_counts inventory_management/scrap_inventory - + inventory_management/product_catalog diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst new file mode 100644 index 000000000..030e43529 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst @@ -0,0 +1,106 @@ +=============== +Product catalog +=============== + +.. |SO| replace:: :abbr:`SO (sales order)` +.. |SOs| replace:: :abbr:`SOs (sales orders)` +.. |BoM| replace:: :abbr:`BoM (bill of materials)` +.. |RfQ| replace:: :abbr:`RfQ (request for quotation)` + +The product *catalog* is a feature integrated with any Odoo app that allows users to add products or +components to an order. This includes the **Inventory**, **Manufacturing**, **Sales**, **Purchase**, +and **Repairs** apps, among others. + +The product catalog can be accessed from the first tab of a quotation, request for quotation (RfQ), +order, or bill of materials (BoM) form, and opens in a new page when selected. The catalog displays +products and components in a user-friendly, POS-style format, from which they can be selected and +added to forms. + +The product catalog simplifies the creation of new sales orders (SOs), purchase orders (POs), +manufacturing orders (MOs), bill of materials (BoMs), and more, by providing a visual interface +through which products and components can be quickly selected. + +Use product catalog +=================== + +To use the product catalog, begin by creating or opening a quotation, |RfQ|, order, or |BoM| to +which products or components can be added. For example, create a new sales quotation by navigating +to :menuselection:`Sales app`, and clicking :guilabel:`New`. + +On the form (quotation, |RfQ|, order, |BoM|), make sure the first tab on the bottom is selected. +Depending on the form being configured, this tab may be titled *Order Lines*, *Components*, +*Products*, or *Parts*. + +On the first blank line of the tab, click the :guilabel:`Catalog` link to open the catalog in a new +page. + +.. image:: product_catalog/catalog-button.png + :align: center + :alt: The "Catalog" button on the "Order Lines" tab of a sales quotation. + +The product catalog displays a card for each product added to Odoo. Each card displays a few key +details about the corresponding product: + +- Product photo +- Product title +- Price or cost of the product, depending on whether it is bought, sold, or used as a + component +- Reference code (e.g. *DESK0005*) +- On-hand quantity +- Variant attributes (e.g. *Color: White*) + +.. image:: product_catalog/product-card.png + :align: center + :alt: A product card in the product catalog. + +Products can be filtered using the search bar at the top of the page, or the sidebar on the left +side of the page. + +To filter by product type, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` button on the +right side of the search bar to open the search menu. In the :guilabel:`Filters` section, select the +:guilabel:`Services` filter to only show service products, or the :guilabel:`Products` filter to +only show physical products. + +When creating or configuring a quotation or |SO|, specifically, an :guilabel:`In the Order` filter +appears in the :guilabel:`Filters` section of the search bar. Select this filter to only show +products that have already been added to the form. + +In the sidebar on the left side of the page, select an option in the :icon:`fa-th-list` +:guilabel:`PRODUCT CATEGORY` section to filter by product category, or an option in the +:icon:`fa-th-list` :guilabel:`ATTRIBUTES` section to filter by variant attribute. + +.. image:: product_catalog/filter-sidebar.png + :align: center + :alt: The filter sidebar in the product catalog. + +To add a product, click on the product's card, or click the :icon:`fa-shopping-cart` :guilabel:`Add` +button in the bottom-right corner of the card. Doing so adds one unit of the product, which is +displayed in a field in the bottom-left corner of the card. + +Once a product has been added, clicking the product card continues to add units of the product in +increments of one. + +To adjust the quantity of the product added, click the :icon:`fa-minus` :guilabel:`(minus)` button +to reduce the quantity by one, or the :icon:`fa-plus` :guilabel:`(plus)` button to increase it by +one. + +Alternatively, a specific quantity can be entered by selecting the field between the +:icon:`fa-minus` :guilabel:`(minus)` and :icon:`fa-plus` :guilabel:`(plus)` buttons, and typing in +the desired quantity. + +To remove a product from the order or |BoM| entirely, either click the :icon:`fa-trash` +:guilabel:`Remove` button in the bottom-right corner of the product card, or click the +:icon:`fa-minus` :guilabel:`(minus)` button until the quantity has been reduced to zero. + +.. image:: product_catalog/added-product.png + :align: center + :alt: A product card for a product that has been added. + +Once the desired quantity of each product has been added, return to the form by clicking the +:guilabel:`Back to [X]` button at the top of the screen. This button differs depending on the type +of form being configured (quotation, |BoM|, etc.). + +.. important:: + Products appear in the product catalog, and can be added to orders, even if there + are zero units of the product on hand. 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