[IMP] inventory: update scrap doc

closes odoo/documentation#9113

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Brandon Seltenrich (BRSE) 2024-05-01 12:59:49 -04:00
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Scrap inventory
===============
In some cases, a product in inventory may be damaged or found to be defective. If it is not possible
to repair or return the product, Odoo *Inventory* allows users to scrap it, ensuring that usable
inventory counts remain accurate.
.. |SP| replace:: :abbr:`SP (Scrap Order)`
.. |SPs| replace:: :abbr:`SPs (Scrap Orders)`
.. tip::
Scrap orders can be viewed by navigating to :menuselection:`Inventory --> Operations --> Scrap`.
Each scrap order shows the date and time the order was created, along with the product and
quantity that was scrapped.
Sometimes, products in a company's warehouse stock might be found to be damaged or defective, past
the point of being reparable. If it is not possible to repair the product, or return the product to
a vendor, it can be scrapped.
To view the total quantity of each item scrapped, navigate to :menuselection:`Inventory -->
Configuration --> Locations`. Remove the :guilabel:`Internal` filter from the
:guilabel:`Search...` bar to display virtual locations. Finally, select the :guilabel:`Virtual
Locations/Scrap` location.
Odoo *Inventory* allows users to scrap inventory, designating goods or materials that are no longer
usable or sellable for disposal (or recycling).
By default, scrapping a product removes it from physical inventory, and places it in a virtual
location titled *Virtual Locations/Scrap*. A virtual location is **not** a physical space, but
rather a designation in Odoo that is used to track items that are no longer in physical inventory.
Scrapping inventory in a database helps stock counts remain accurate, by removing scrapped products
from physical inventory, and placing it in a virtual scrap location (*Virtual Locations/Scrap*).
.. admonition:: Learn more
.. note::
*Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are
designated locations in a database that provide tracking of items that shouldn't be counted in a
physical inventory.
For more information about virtual locations, see the documentation about the different types of
:ref:`locations <inventory/warehouses_storage/difference-warehouse-location>`.
Configuration
=============
To use locations in warehouse, including a virtual scrap location, the *Storage Locations* feature
must first be enabled.
To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down
to the :guilabel:`Warehouse` section. Tick the checkbox next to :guilabel:`Storage Locations` to
enable the feature, and click :guilabel:`Save`.
.. image:: scrap_inventory/scrap-inventory-enabled-setting.png
:align: center
:alt: Enabled Storage Locations setting in Inventory app settings.
Scrap from stock
================
To scrap a product located in inventory, begin by navigating to :menuselection:`Inventory -->
Operations --> Scrap`. On the :guilabel:`Scrap Orders` page, click :guilabel:`Create` to configure a
new scrap order.
To create a new scrap order (SP) for an in-stock product, navigate to :menuselection:`Inventory app
--> Operations --> Scrap`, and click :guilabel:`New`. This opens a new |SP| form.
On the scrap order, select the product being scrapped from the :guilabel:`Product` drop-down menu,
then enter the quantity in the :guilabel:`Quantity` field. The :guilabel:`Source Location` defaults
to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to
:guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different
location from their respective drop-down menus.
Click the drop-down menu in the :guilabel:`Product` field, and select the product that should be
scrapped from inventory. In the :guilabel:`Quantity` field, change the value to the quantity of the
product that should be scrapped (by default, this value is set to `1.00`).
.. image:: scrap_inventory/scrap-order.png
.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png
:align: center
:alt: A new scrap order.
:alt: Filled out new scrap order form with product details.
Finally, click :guilabel:`Validate` to scrap the product. The on-hand inventory count for the
scrapped product updates to subtract the scrapped quantity.
The :guilabel:`Source Location` defaults to the location where the product is currently stored. The
:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Virtual
Locations/Scrap`). Either of these locations can be changed by selecting a different location from
their respective drop-down menus.
Scrap from a receipt, transfer, or delivery
===========================================
If the scrapping is tied to a specific existing operation, specify the operation in the
:guilabel:`Source Document` field.
It is also possible to scrap products during the receipt, transfer, and delivery operations. This
can be necessary if any products are found to be defective when receiving them into inventory,
transferring them from one location to another, or preparing them for delivery.
The :guilabel:`Company` field displays the company whose warehouse this product belongs to. If a
replenishment rule is set up for the product being scrapped, and if the product should be
replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
To scrap a product during the receipt, transfer, or delivery operations, begin by navigating to the
:menuselection:`Inventory` app. On the :guilabel:`Overview` page, select the :guilabel:`# TO
PROCESS` button on the :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or :guilabel:`Delivery
Orders` card, depending on the type of operation the product is being scrapped from.
Once ready, click :guilabel:`Validate` to complete the new |SP|. Once validated, a
:guilabel:`Product Moves` smart button appears at the top of the form. Click the smart button to
view the details of the scrap operation.
.. note::
For the :guilabel:`Internal Transfers` card to appear on the :menuselection:`Overview` page of
the :menuselection:`Inventory` app, the :guilabel:`Storage Locations` setting must be enabled. To
do so, navigate to :menuselection:`Configuration --> Settings`, then enable the checkbox next to
:guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading.
Alternatively, a list of all delivery orders, receipts, and transfers can be viewed by navigating to
:menuselection:`Inventory --> Operations --> Transfers`.
Next, open a delivery order, receipt, or transfer from the corresponding page by clicking on it. A
:guilabel:`Scrap` button appears at the top of the page. Click it to open the :guilabel:`Scrap`
pop-up window.
.. image:: scrap_inventory/scrap-pop-up.png
.. image:: scrap_inventory/scrap-inventory-product-moves-button.png
:align: center
:alt: The scrap pop-up in the Inventory app.
:alt: Product Moves smart button on new scrap order form.
.. important::
The :guilabel:`Scrap` button will only appear on a receipt that has been validated. This is
because Odoo only allows products to be scrapped once they have been entered into inventory.
.. tip::
To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory
app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the
:guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations.
On the :guilabel:`Scrap` pop-up window, select the product being scrapped from the
:guilabel:`Product` drop-down menu. Then, enter the quantity in the :guilabel:`Quantity` field.
Select the :guilabel:`Virtual Locations/Scrap` location. From the :guilabel:`Scrap` location's
form, click the :guilabel:`Current Stock` smart button, at the top of the form.
The :guilabel:`Source Location` defaults to the location where the product is stored, and the
:guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can
be changed by selecting a different location from their respective drop-down menus.
A list of all scrapped products, and their quantities, is displayed.
Finally, click :guilabel:`Done` to scrap the product. After doing so, the :guilabel:`Scrap` pop-up
window disappears and a :guilabel:`Scraps` smart button appears in the top right of the page. Click
it to view all of the scrap orders created from that operation.
.. image:: scrap_inventory/scrap-inventory-current-stock.png
:align: center
:alt: Current Stock list of all scrapped products in virtual scrap location.
.. image:: scrap_inventory/scraps-smart-button.png
Scrap from an existing operation
================================
Scrap orders (SPs) can *also* be created from existing operations, such as receipts, delivery
orders, and internal transfers, before they are entered into, or removed from, stock for an
operation.
To scrap a product during an operation, navigate to the :menuselection:`Inventory app`. From the
:guilabel:`Inventory Overview`, click the :guilabel:`# To Process` button on an operation's task
card (i.e. the :guilabel:`Receipts` task card).
.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png
:align: center
:alt: The Scraps smart button.
:alt: # To Process button on Receipts task card on Inventory Overview page.
Then, select an operation to process from the resulting list of existing orders. Doing so opens that
operation's form.
Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting
drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window.
.. image:: scrap_inventory/scrap-inventory-popup-window.png
:align: center
:alt: Scrap Products pop-up window on operation form.
From this pop-up window, click the drop-down menu in the :guilabel:`Product` field, and select the
products from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity`
field, if necessary.
If the :guilabel:`Product` selected is tracked using a lot or serial number, a
:guilabel:`Lot/Serial` field appears. Specify the tracking number in that field.
The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be changed, if needed. If a
replenishment rule is set up for the product being scrapped, and if the product should be
replenished, tick the checkbox for :guilabel:`Replenish Quantities`.
Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart button appears at the top
of the operation form. Click this smart button to view the details of all scrap orders created from
this specific operation.
.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png
:align: center
:alt: Scraps smart button showing all scrap orders from operation.