[IMP] inventory: update scrap doc
closes odoo/documentation#9311
X-original-commit: 2d0f640223
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Scrap inventory
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===============
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In some cases, a product in inventory may be damaged or found to be defective. If it is not possible
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to repair or return the product, Odoo *Inventory* allows users to scrap it, ensuring that usable
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inventory counts remain accurate.
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.. |SP| replace:: :abbr:`SP (Scrap Order)`
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.. |SPs| replace:: :abbr:`SPs (Scrap Orders)`
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.. tip::
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Scrap orders can be viewed by navigating to :menuselection:`Inventory --> Operations --> Scrap`.
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Each scrap order shows the date and time the order was created, along with the product and
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quantity that was scrapped.
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Sometimes, products in a company's warehouse stock might be found to be damaged or defective, past
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the point of being reparable. If it is not possible to repair the product, or return the product to
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a vendor, it can be scrapped.
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To view the total quantity of each item scrapped, navigate to :menuselection:`Inventory -->
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Configuration --> Locations`. Remove the :guilabel:`Internal` filter from the
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:guilabel:`Search...` bar to display virtual locations. Finally, select the :guilabel:`Virtual
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Locations/Scrap` location.
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Odoo *Inventory* allows users to scrap inventory, designating goods or materials that are no longer
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usable or sellable for disposal (or recycling).
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By default, scrapping a product removes it from physical inventory, and places it in a virtual
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location titled *Virtual Locations/Scrap*. A virtual location is **not** a physical space, but
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rather a designation in Odoo that is used to track items that are no longer in physical inventory.
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Scrapping inventory in a database helps stock counts remain accurate, by removing scrapped products
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from physical inventory, and placing it in a virtual scrap location (*Virtual Locations/Scrap*).
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.. admonition:: Learn more
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.. note::
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*Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are
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designated locations in a database that provide tracking of items that shouldn't be counted in a
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physical inventory.
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For more information about virtual locations, see the documentation about the different types of
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:ref:`locations <inventory/warehouses_storage/difference-warehouse-location>`.
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Configuration
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=============
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To use locations in warehouse, including a virtual scrap location, the *Storage Locations* feature
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must first be enabled.
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To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down
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to the :guilabel:`Warehouse` section. Tick the checkbox next to :guilabel:`Storage Locations` to
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enable the feature, and click :guilabel:`Save`.
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.. image:: scrap_inventory/scrap-inventory-enabled-setting.png
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:align: center
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:alt: Enabled Storage Locations setting in Inventory app settings.
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Scrap from stock
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================
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To scrap a product located in inventory, begin by navigating to :menuselection:`Inventory -->
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Operations --> Scrap`. On the :guilabel:`Scrap Orders` page, click :guilabel:`Create` to configure a
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new scrap order.
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To create a new scrap order (SP) for an in-stock product, navigate to :menuselection:`Inventory app
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--> Operations --> Scrap`, and click :guilabel:`New`. This opens a new |SP| form.
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On the scrap order, select the product being scrapped from the :guilabel:`Product` drop-down menu,
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then enter the quantity in the :guilabel:`Quantity` field. The :guilabel:`Source Location` defaults
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to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to
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:guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different
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location from their respective drop-down menus.
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Click the drop-down menu in the :guilabel:`Product` field, and select the product that should be
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scrapped from inventory. In the :guilabel:`Quantity` field, change the value to the quantity of the
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product that should be scrapped (by default, this value is set to `1.00`).
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.. image:: scrap_inventory/scrap-order.png
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.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png
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:align: center
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:alt: A new scrap order.
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:alt: Filled out new scrap order form with product details.
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Finally, click :guilabel:`Validate` to scrap the product. The on-hand inventory count for the
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scrapped product updates to subtract the scrapped quantity.
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The :guilabel:`Source Location` defaults to the location where the product is currently stored. The
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:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Virtual
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Locations/Scrap`). Either of these locations can be changed by selecting a different location from
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their respective drop-down menus.
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Scrap from a receipt, transfer, or delivery
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===========================================
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If the scrapping is tied to a specific existing operation, specify the operation in the
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:guilabel:`Source Document` field.
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It is also possible to scrap products during the receipt, transfer, and delivery operations. This
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can be necessary if any products are found to be defective when receiving them into inventory,
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transferring them from one location to another, or preparing them for delivery.
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The :guilabel:`Company` field displays the company whose warehouse this product belongs to. If a
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replenishment rule is set up for the product being scrapped, and if the product should be
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replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
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To scrap a product during the receipt, transfer, or delivery operations, begin by navigating to the
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:menuselection:`Inventory` app. On the :guilabel:`Overview` page, select the :guilabel:`# TO
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PROCESS` button on the :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or :guilabel:`Delivery
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Orders` card, depending on the type of operation the product is being scrapped from.
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Once ready, click :guilabel:`Validate` to complete the new |SP|. Once validated, a
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:guilabel:`Product Moves` smart button appears at the top of the form. Click the smart button to
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view the details of the scrap operation.
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.. note::
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For the :guilabel:`Internal Transfers` card to appear on the :menuselection:`Overview` page of
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the :menuselection:`Inventory` app, the :guilabel:`Storage Locations` setting must be enabled. To
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do so, navigate to :menuselection:`Configuration --> Settings`, then enable the checkbox next to
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:guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading.
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Alternatively, a list of all delivery orders, receipts, and transfers can be viewed by navigating to
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:menuselection:`Inventory --> Operations --> Transfers`.
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Next, open a delivery order, receipt, or transfer from the corresponding page by clicking on it. A
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:guilabel:`Scrap` button appears at the top of the page. Click it to open the :guilabel:`Scrap`
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pop-up window.
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.. image:: scrap_inventory/scrap-pop-up.png
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.. image:: scrap_inventory/scrap-inventory-product-moves-button.png
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:align: center
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:alt: The scrap pop-up in the Inventory app.
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:alt: Product Moves smart button on new scrap order form.
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.. important::
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The :guilabel:`Scrap` button will only appear on a receipt that has been validated. This is
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because Odoo only allows products to be scrapped once they have been entered into inventory.
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.. tip::
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To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory
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app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the
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:guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations.
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On the :guilabel:`Scrap` pop-up window, select the product being scrapped from the
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:guilabel:`Product` drop-down menu. Then, enter the quantity in the :guilabel:`Quantity` field.
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Select the :guilabel:`Virtual Locations/Scrap` location. From the :guilabel:`Scrap` location's
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form, click the :guilabel:`Current Stock` smart button, at the top of the form.
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The :guilabel:`Source Location` defaults to the location where the product is stored, and the
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:guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can
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be changed by selecting a different location from their respective drop-down menus.
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A list of all scrapped products, and their quantities, is displayed.
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Finally, click :guilabel:`Done` to scrap the product. After doing so, the :guilabel:`Scrap` pop-up
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window disappears and a :guilabel:`Scraps` smart button appears in the top right of the page. Click
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it to view all of the scrap orders created from that operation.
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.. image:: scrap_inventory/scrap-inventory-current-stock.png
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:align: center
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:alt: Current Stock list of all scrapped products in virtual scrap location.
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.. image:: scrap_inventory/scraps-smart-button.png
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Scrap from an existing operation
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================================
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Scrap orders (SPs) can *also* be created from existing operations, such as receipts, delivery
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orders, and internal transfers, before they are entered into, or removed from, stock for an
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operation.
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To scrap a product during an operation, navigate to the :menuselection:`Inventory app`. From the
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:guilabel:`Inventory Overview`, click the :guilabel:`# To Process` button on an operation's task
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card (i.e. the :guilabel:`Receipts` task card).
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.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png
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:align: center
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:alt: The Scraps smart button.
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:alt: # To Process button on Receipts task card on Inventory Overview page.
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Then, select an operation to process from the resulting list of existing orders. Doing so opens that
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operation's form.
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Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting
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drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window.
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.. image:: scrap_inventory/scrap-inventory-popup-window.png
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:align: center
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:alt: Scrap Products pop-up window on operation form.
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From this pop-up window, click the drop-down menu in the :guilabel:`Product` field, and select the
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products from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity`
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field, if necessary.
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If the :guilabel:`Product` selected is tracked using a lot or serial number, a
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:guilabel:`Lot/Serial` field appears. Specify the tracking number in that field.
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The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be changed, if needed. If a
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replenishment rule is set up for the product being scrapped, and if the product should be
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replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
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Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart button appears at the top
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of the operation form. Click this smart button to view the details of all scrap orders created from
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this specific operation.
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.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png
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:align: center
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:alt: Scraps smart button showing all scrap orders from operation.
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