[ADD] pos: add a doc about tracking numbers in pos

Task ID: 2622088

closes odoo/documentation#2451

X-original-commit: 235d2ad749
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
Co-authored-by: Robin Boisdenghien <robo@odoo.com>
This commit is contained in:
LoredanaLrpz 2022-07-05 10:01:10 +00:00
parent 4249e50049
commit 27b89ed651
6 changed files with 61 additions and 0 deletions

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@ -13,3 +13,4 @@ Shop Features
shop/multicashiers
shop/reprint
shop/cash_rounding
shop/serial_numbers

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=======================
Serial numbers and lots
=======================
Working with **serial numbers** and **lots** allows tracking your products' movements. When products
are tracked, the system identifies their location based on their last movement.
To enable traceability, go to :menuselection:`Point of Sale --> Products --> Products`. Then,
select a product and check the :guilabel:`Tracking By Unique Serial Number` or the
:guilabel:`Tracking By Lots` box in the :guilabel:`Inventory` tab.
.. image:: serial_numbers/product-form-traceability.png
:align: center
:alt: Enable traceability settings
Serial numbers and lots importation
===================================
You can import serial numbers in Point of Sale. To do so, select a **sales order** or a
**quotation** containing tracked products. Then, agree to load the **Lots or Serial Numbers** linked
to the :abbr:`SO (sales order)`.
.. image:: serial_numbers/importing-sn.png
:align: center
:width: 480
:alt: Pop-up window for serial number import
The imported tracking numbers appear below the tracked products. You can modify them by clicking on
the list-view button next to the products.
.. image:: serial_numbers/pos-sn-imported.png
:align: center
:width: 480
:alt: Pop-up window for serial number import
.. seealso::
- :doc:`../shop/sales_order`
Serial numbers and lots creation
================================
If a tracked product is available in your POS, adding the product to the cart opens a pop-up window
where you can type or scan the product's serial or lot numbers. To add more than one of the same
tracked products, click on **enter** to validate and start a new line.
.. image:: serial_numbers/create-change-sn.png
:align: center
:width: 480
:alt: adding new serial and lots numbers
.. note::
- Changing a tracked product's quantity using the numpad turns the list-view button red. Click on
it to add the missing lot and serial numbers.
- :guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked products but not
mandatory. Meaning that not attributing some or any does **not** prevent from completing the
sale.
.. seealso::
- :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`
- :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`

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