[IMP] barcode: update barcode operations doc

closes odoo/documentation#7135

X-original-commit: 170eda0d18
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/barcode/operations.rst

@@ -9,7 +9,7 @@ Daily operations
    :glob:
 
    operations/adjustments
-   operations/internal
+   operations/receipts_deliveries
    operations/transfers_scratch
    operations/barcode_nomenclature
    operations/gs1_nomenclature

content/applications/inventory_and_mrp/barcode/operations/internal.rst

@@ -1,106 +0,0 @@
-====================
-Process to Transfers
-====================
-
-.. _barcode/operations/intro:
-
-Simple Transfers
-================
-
-To process a transfer from the *Barcode* app, the first step is to go
-to *Operations*.
-
-.. image:: internal/internal_01.png
-    :align: center
-
-Then, you have the choice to either enter an existing transfer, by going
-to the corresponding operation type and manually selecting the one you
-want to enter, or by scanning the barcode of the transfer.
-
-.. image:: internal/internal_02.png
-    :align: center
-
-.. image:: internal/internal_03.png
-    :align: center
-
-From there, you will be able to scan the products that are part of the
-existing transfer and/or add new products to this transfer. Once all the
-products have been scanned, you can validate the transfer to proceed
-with the stock moves.
-
-.. image:: internal/internal_04.png
-    :align: center
-
-.. note::
-        If you have different storage locations in your warehouse, you can add
-        additional steps for the different operation types.
-
-.. _barcode/operations/scan-received-products:
-
-Receipts
-========
-
-When receiving a product in stock, you need to scan its barcode in order
-to identify it in the system. Once done, you can either make it enter
-the main location of the transfer, for example WH/Stock, or scan a
-location barcode to make it enter a sub-location of the main location.
-
-.. image:: internal/internal_05.png
-    :align: center
-
-.. note::
-        If you want the product to enter WH/Stock in our example, you can simply
-        scan the next product.
-
-Delivery Orders
-===============
-
-When delivering a product, you have to scan the source location if it is
-different than the one initially set on the transfer. Then, you can
-start scanning the products that are delivered from this specific
-location.
-
-.. image:: internal/internal_06.png
-    :align: center
-
-Once the different products have been scanned, you have the possibility
-to scan another location, such as WH/Stock, and another page will be
-added to your delivery order. You can move from one to the other thanks
-to the *Previous* and *Next* buttons.
-
-.. image:: internal/internal_07.png
-    :align: center
-
-Now, you can validate your transfer. To do so, click on *Next* until
-you reach the last page of the transfer. There, you will be able to
-validate it.
-
-.. image:: internal/internal_08.png
-    :align: center
-
-Internal Transfers
-==================
-
-When realizing an internal transfer with multi-location, you first have
-to scan the source location of the product. Then, you can scan the
-product in itself, before having to scan the barcode of the destination
-location.
-
-If the source and destination of the internal transfers are already
-correct, you don’t need to scan them.
-
-Transfers with Tracked Products
--------------------------------
-
-If you work with products tracked by lot/serial numbers, you have two
-ways of working:
-
--  If you work with serial/lot numbers taking all products into consideration, you can scan the barcode of the lot/serial number and Odoo will increase the quantity of the product, setting its lot/serial number.
-
-.. image:: internal/internal_09.png
-    :align: center
-
--  If you have the same lot/serial number for different products, you can work by scanning the product barcode first, and then the barcode of the lot/serial number.
-
-.. image:: internal/internal_10.png
-    :align: center

content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst

@@ -0,0 +1,202 @@
+=============================================
+Process receipts and deliveries with barcodes
+=============================================
+
+.. _barcode/operations/intro:
+
+The *Barcode* app can be used to process receipts, deliveries, and other types of operations in real
+time using a barcode scanner or the Odoo mobile app.
+
+This makes it possible to process operations on the warehouse floor when they happen, instead of
+having to wait to validate transfers from a computer. Processing operations this way can help to
+properly attribute barcodes to the appropriate products, pickings, locations, and more.
+
+Enable Barcode app
+==================
+
+To use the *Barcode* app to process transfers, it must be installed by enabling the feature from the
+settings of the *Inventory* app.
+
+To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
+to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner`
+feature.
+
+Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
+
+Once the page has refreshed, new options will be displayed under the :guilabel:`Barcode Scanner`
+feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either
+:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected.
+
+There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of
+:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet.
+
+.. image:: receipts_deliveries/receipts-deliveries-barcode-setting.png
+   :align: center
+   :alt: Enabled Barcode feature in Inventory app settings.
+
+For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your
+barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo <../setup/software>`
+documentation pages.
+
+.. _barcode/operations/scan-received-products:
+
+Scan barcodes for receipts
+==========================
+
+To process warehouse receipts for incoming products, there first needs to be a purchase order (PO)
+created, and a receipt operation to process.
+
+To create a :abbr:`PO (purchase order)`, navigate to the :menuselection:`Purchase app --> Create` to
+create a new request for quotation (RFQ).
+
+From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down menu next to the
+:guilabel:`Vendor` field to add a vendor. Then, on the :guilabel:`Product` line under the
+:guilabel:`Products` tab, click :guilabel:`Add a product`, and select the desired product(s) to add
+to the quotation.
+
+Once ready, click :guilabel:`Save` at the top of the form, then click :guilabel:`Confirm Order` to
+confirm the :abbr:`RFQ (request for quotation)` to a :abbr:`PO (purchase order)`.
+
+.. image:: receipts_deliveries/receipts-deliveries-purchase-order.png
+   :align: center
+   :alt: Completed purchase order for barcode product.
+
+To process and scan barcodes for warehouse receipts, navigate to the :menuselection:`Barcode app`.
+
+Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
+options is presented. To process receipts, click on the :guilabel:`Operations` button at the bottom
+of the screen. This navigates to an :menuselection:`Operations` overview page.
+
+.. image:: receipts_deliveries/receipts-deliveries-barcode-scanner.png
+   :align: center
+   :alt: Barcode app start screen with scanner.
+
+From this page, locate the :guilabel:`Receipts` card, and click the :guilabel:`# To Process` button
+to view all outstanding receipts. Then, select the desired receipt operation to process. This
+navigates to the barcode transfer screen.
+
+.. note::
+   If *only* using a barcode scanner or the Odoo mobile app, the barcodes for each transfer of a
+   corresponding operation type can be scanned to be processed easily. Once scanned, the products
+   that are part of an existing transfer can be scanned, and new products can be added to the
+   transfer, as well. Once all products have been scanned, validate the transfer to proceed with the
+   stock moves.
+
+From this screen, an overview of all receipts to process within that transfer (**WH/IN/000XX**) is
+shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or
+:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole
+operation should be validated at once.
+
+.. image:: receipts_deliveries/receipts-deliveries-scanner-overview.png
+   :align: center
+   :alt: Overview of receipts in transfer to scan.
+
+To process and scan each product individually, choose a specific product line. The :guilabel:`+#`
+button (in this case, :guilabel:`+10`) can be clicked to indicate receipt of that product, or the
+:guilabel:`pencil` icon can be clicked to open a new screen to edit that product line.
+
+From this screen, the product that's being received is listed. Under the product name, the
+:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity,
+or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill
+the quantity ordered from the :abbr:`PO (purchase order)`.
+
+.. example::
+   In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode Product` is expected to be
+   received. `[BARCODE_PROD]` is the :guilabel:`Internal Reference` set on the product form. Scan
+   the barcode of the `Barcode Product` to receive one unit. Afterwards, click the
+   :guilabel:`pencil` icon to manually enter the received quantities.
+
+   .. image:: receipts_deliveries/receipts-deliveries-product-line-editor.png
+      :align: center
+      :alt: Product line editor for individual transfer in Barcode app.
+
+Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract
+quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well.
+
+Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by
+default, unless another *location* is listed on the product itself. Click this line to reveal a
+drop-down menu of additional locations to choose from.
+
+Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
+
+Then, from the overview page with all receipts to process within that transfer (**WH/IN/000XX**),
+click the :guilabel:`+#` button on the product line for the products being received, and click
+:guilabel:`Validate`. The receipt has now been processed, and the :guilabel:`Barcode app` can be
+closed out.
+
+.. image:: receipts_deliveries/receipts-deliveries-validate-transfer.png
+   :align: center
+   :alt: Overview of receipts in transfer to validate.
+
+Scan barcodes for delivery orders
+=================================
+
+To process warehouse deliveries for outgoing products, there first needs to be a sales order (SO)
+created, and a delivery operation to process.
+
+To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales app --> Create` to
+create a new quotation.
+
+From the blank quotation form, click the drop-down menu next to the :guilabel:`Customer` field to
+add a customer. Then, on the :guilabel:`Product` line under the :guilabel:`Order Lines` tab, click
+:guilabel:`Add a product`, and select the desired product(s) to add to the quotation.
+
+Once ready, click :guilabel:`Save` at the top of the form, and click :guilabel:`Confirm Order` to
+confirm the quotation to a :abbr:`SO (sales order)`.
+
+.. image:: receipts_deliveries/receipts-deliveries-sales-order.png
+   :align: center
+   :alt: Completed sales order for barcode product.
+
+To process and scan barcodes for warehouse deliveries, navigate to the :menuselection:`Barcode app`.
+
+Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
+options is presented. To process deliveries, click on the :guilabel:`Operations` button at the
+bottom of the screen. This navigates to an :guilabel:`Operations` overview page.
+
+From this page, locate the :guilabel:`Delivery Orders` card, and click the :guilabel:`# To Process`
+button to view all outstanding deliveries. Then, select the desired delivery order to process. This
+navigates to the barcode transfer screen.
+
+.. image:: receipts_deliveries/receipts-deliveries-operations-page.png
+   :align: center
+   :alt: Operations overview page in Barcode app dashboard.
+
+From this screen, an overview of all deliveries to process within that transfer (**WH/OUT/000XX**)
+is shown. At the bottom of the screen, there are options to :guilabel:`Add Product` or
+:guilabel:`Validate`, depending on if products need to be added to the operation, or if the whole
+operation should be validated at once.
+
+To process and scan each product individually, choose a specific product line. The :guilabel:`+1`
+button can be clicked to indicate delivery of that product, or the :guilabel:`pencil icon` can be
+clicked to open a new screen to edit that product line.
+
+From this screen, the product that's being delivered is listed. Under the product name, the
+:guilabel:`Quantity` line can be edited. Either change the `0` in the line to the desired quantity,
+or click the :guilabel:`/# Units` button (in this case, :guilabel:`/10 Units`) to automatically fill
+the quantity ordered from the :abbr:`SO (sales order)`.
+
+Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract
+quantity of the product, and the :guilabel:`number keys` can be used to add quantity, as well.
+
+Below the :guilabel:`number keys` is the :guilabel:`location` line, which reads `WH/Stock` by
+default, unless another location is listed on the product itself.
+
+This is the location that the product is being pulled from for delivery. Click this line to reveal a
+drop-down menu of additional locations to choose from (if this product is stored in multiple
+locations in the warehouse).
+
+.. tip::
+   For warehouses that have multiple different storage locations, putaway rules, and removal
+   strategies, additional steps can be added for various operation types, while using the *Barcode*
+   app.
+
+Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line.
+
+Then, from the overview page with all receipts to process within that transfer (**WH/OUT/000XX**),
+click the :guilabel:`+#` button on the product line for the products being received, and click
+:guilabel:`Validate`. The delivery has now been processed, and the *Barcode* app can be closed out.
+
+.. image:: receipts_deliveries/receipts-deliveries-validate-delivery.png
+   :align: center
+   :alt: Overview of deliveries in transfer to validate.

redirects/16.0.txt

@@ -31,7 +31,8 @@ applications/inventory_and_mrp/inventory/barcode/operations.rst applications/inv
 applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst applications/inventory_and_mrp/barcode/operations/adjustments.rst                                                     # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
 applications/inventory_and_mrp/inventory/barcode/operations/barcode_nomenclature.rst applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst                                   # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
 applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst                                           # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
-applications/inventory_and_mrp/inventory/barcode/operations/internal.rst applications/inventory_and_mrp/barcode/operations/internal.rst                                                           # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
+applications/inventory_and_mrp/inventory/barcode/operations/internal.rst applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst                                                # /inventory_and_mrp/inventory/barcode/operations/internal -> /inventory_and_mrp/barcode/operations/receipts_deliveries
+applications/inventory_and_mrp/barcode/operations/internal.rst applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst                                                          # /inventory_and_mrp/barcode/operations/internal -> /inventory_and_mrp/barcode/operations/receipts_deliveries
 applications/inventory_and_mrp/inventory/barcode/operations/transfers_scratch.rst applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst                                         # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
 applications/inventory_and_mrp/inventory/barcode/setup.rst applications/inventory_and_mrp/barcode/setup.rst                                                                                       # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*
 applications/inventory_and_mrp/inventory/barcode/setup/hardware.rst applications/inventory_and_mrp/barcode/setup/hardware.rst                                                                     # /inventory_and_mrp/inventory/barcode/* -> /inventory_and_mrp/barcode/*