diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 499443d54..a77c8dffa 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -104,7 +104,6 @@ quantities with that assigned number. For unique serial numbers that are *not* r :titlesonly: product_tracking/serial_numbers - product_tracking/create_sn product_tracking/lots product_tracking/reassign product_tracking/expiration_dates diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst deleted file mode 100644 index a22936ecd..000000000 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst +++ /dev/null @@ -1,204 +0,0 @@ -===================== -Assign serial numbers -===================== - -Assigning serial numbers to individual products allows the for tracking of properties, -:doc:`expiration dates `, and location throughout the supply chain, which -particularly benefits manufacturers providing after-sales services. - -.. seealso:: - - `Odoo Tutorials: Serial Numbers `_ - - :doc:`serial_numbers` - -In Odoo, serial numbers are assigned to products: - -- in the :ref:`Detailed Operations page ` on a - receipt -- by clicking the :ref:`Assign Serial Numbers ` button on a - receipt -- in the :ref:`Open: Stock move window ` on a - receipt -- :doc:`during a manufacturing order - <../../../manufacturing/basic_setup/configure_manufacturing_product>` for a product tracked by - lot/serial numbers -- when making an inventory adjustment - -.. _inventory/product_management/detailed-operations-popup: - -.. figure:: create_sn/assign-serial-numbers.png - :align: center - :alt: Display the Detailed Operations smart button and bulleted list icon on a receipt. - - Display the **Detailed Operations** smart button and bulleted list icon on a receipt. - -Configuration -============= - -To assign serial numbers to products, activate the :guilabel:`Lots and Serial Numbers` feature in -:menuselection:`Inventory app --> Configuration --> Settings`. - -Then, in the :guilabel:`Inventory` tab of an item's product form, set the :guilabel:`Tracking` field -to :guilabel:`By Unique Serial Number`. - -.. seealso:: - - :ref:`Enable serial numbers ` - - :ref:`Track products by serial numbers ` - -.. _inventory/product_management/configure-new-serials: - -Next, enable creating new serial numbers by going to :menuselection:`Inventory app --> Configuration ---> Operations Types`. - -From the :guilabel:`Operations Types` page, select the desired operation type (e.g. -:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the -:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's -configuration page. - -.. image:: create_sn/create-new.png - :align: center - :alt: Show "Create New" option is selected on the Receipts operation type. - -.. _inventory/product_management/detailed-operations: - -Detailed Operations -=================== - -Serial numbers can be assigned to products when entering stock for the first time, from the -:guilabel:`Detailed Operations` page on the receipt. Receipts can be accessed by navigating to -:menuselection:`Inventory app --> Operations --> Receipts`. - -.. important:: - Serial numbers can **not** be assigned to products on a request for quotation (RfQ) or purchase - order (PO) — **only** on a receipt. - - .. figure:: create_sn/purchase-order-or-receipt.png - :align: center - :alt: Show the purchase order and the Receipt smart button - - Screenshot of a "Purchase Order" with the "Receipt" smart button at the top. - - To record an item's serial number before receiving the item, follow the steps in the next - sections to assign serial numbers, but do **not** click the receipt's :guilabel:`Validate` - button, until the products are received from the vendor. - -Assign a single serial number to a product by clicking the :guilabel:`Detailed Operations` smart -button on a receipt. - -In the :guilabel:`Lot/Serial Number Name` column, manually type in the serial number for a single -product. - -.. image:: create_sn/add-a-line.png - :align: center - :alt: Add a line on the Detailed Operations page to assign serial numbers. - -When finished, click the receipt's breadcrumbs, and the assigned serial numbers are automatically -saved. - -.. _inventory/product_management/assign-sn: - -Assign serial numbers -===================== - -To generate new serial numbers in a sequence, click the :guilabel:`+ (plus)` icon in the -:ref:`product line `. - -.. image:: create_sn/plus-icon.png - :align: center - :alt: Show the plus icon in the product line. - -.. important:: - If the icon is not visible, ensure the :guilabel:`Create New` option is selected in the - :ref:`receipt's configuration page `. - -Doing so opens the :guilabel:`Assign Serial Numbers` pop-up window. The :guilabel:`Number of SN` -field is auto-filled based on the product quantity requiring serial numbers. Manually input the -first serial number in the :guilabel:`First SN` field, and click :guilabel:`Assign Serial Numbers` -to generate a sequence of serial numbers based on the first serial number entered. - -.. image:: create_sn/assign-numbers-in-sequence.png - :align: center - :alt: Show Assign Serial numbers pop-up. - -.. _inventory/product_management/stock-move-section: - -Stock move pop-up window -======================== - -For various methods of assigning serial numbers in bulk, click the :guilabel:`⦙≣ (bulleted list)` -icon in the :ref:`product line ` of a -receipt. - -Add a line ----------- - -In the :guilabel:`Open: Stock move` pop-up window that appears, manually input the serial numbers in -the :guilabel:`Lot/Serial Number` column. - -.. image:: create_sn/add-a-line-stock-move.png - :align: center - :alt: Add a line on the Stock move pop-up. - -Generate Serials ----------------- - -Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in -the :guilabel:`Open: Stock move` pop-up window. - -.. image:: create_sn/generate-serials.png - :align: center - :alt: Show generate serials button. - -Doing so opens the :guilabel:`Generate Serial numbers` pop-up window, where the first serial number -is entered in the :guilabel:`First SN` field to generate a sequence of serial numbers, based on the -first serial number entered. - -For more details on how to fill in this pop-up window, :ref:`refer to this section -`. - -Import Serials --------------- - -Assign multiple serial numbers at once by clicking the :guilabel:`Import Serials/Lots` button in the -:guilabel:`Open: Stock move` pop-up window. - -.. important:: - If the button is not visible, ensure the :guilabel:`Create New` option is selected in the - :ref:`receipt's configuration page `. - -Doing so opens the :guilabel:`Import Lots` pop-up window. Enter each serial number on a separate -line in the :guilabel:`Lots/Serial numbers` text field. - -.. tip:: - Copy/paste serial numbers from an existing excel spreadsheet and add them to the - :guilabel:`Lots/Serial numbers` text field. - - .. image:: create_sn/copy-from-excel.png - :align: center - :alt: Show excel sheet to copy serial numbers from. - -Tick the :guilabel:`Keep current lines` checkbox to add serial numbers to the list of products, and -serial numbers in the :guilabel:`Lot/Serial Number` table, in the :guilabel:`Open: Stock move` -pop-up window. To replace the serial numbers in the list, leave the :guilabel:`Keep current lines` -option unchecked. - -Finally, click :guilabel:`Generate`. - -.. example:: - For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned - a serial number in the :guilabel:`Open: Stock move` pop-up window. - - So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are - assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial - numbers` input field: - - .. code-block:: - - 124 - 125 - - The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in - addition** to the serial number, `123`, that has already been assigned. - - .. image:: create_sn/import-serial.png - :align: center - :alt: Show example of correctly inputting serial numbers in the text field. diff --git 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a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst index b8221feb4..ab4afec0b 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst @@ -17,7 +17,6 @@ assigned lots. .. seealso:: - :doc:`Set up and use lot numbers ` - - :doc:`Set up serial numbers ` - :doc:`Use serial numbers ` Change on-hand quantity to zero diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst index 41d231772..b17045b3e 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst @@ -1,66 +1,109 @@ -==================================== -Use serial numbers to track products -==================================== +============== +Serial numbers +============== -*Serial numbers* are one of the two ways to identify and track products in Odoo. A serial number is -a unique identifier assigned incrementally (or sequentially) to an item or product, used to -distinguish it from other items and products. +*Serial numbers* are one of the two ways to identify and track products in Odoo, along with +:doc:`lots `. A serial number is a unique identifier assigned to a product to distinguish it +from other products in a series. Serial numbers can consist of several character types: they can +contain numbers, letters, other typographical characters, or any mix of these character types. -Serial numbers can consist of many different types of characters: they can be strictly numerical, -they can contain letters and other typographical symbols, or they can be a mix of all of the above. - -The goal of assigning serial numbers to individual products is to make sure that every item's -history is identifiable when it travels through the supply chain. This can be especially useful for -manufacturers that provide after-sales services to products that they sell and deliver. +The goal of assigning serial numbers allows for the tracking of individual products and their +:doc:`expiration dates ` and location throughout the supply chain. For instance, +serial numbers can help manufacturers locate products to provide after-sales services or in the +event of a recall. .. seealso:: - :doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots` + `Odoo Tutorials: Serial Numbers `_ .. _inventory/product_management/enable-lots: Enable lots & serial numbers ============================ -To track products using serial numbers, the :guilabel:`Lots & Serial Numbers` feature must be -enabled. To enable this, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll -down to the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial -Numbers`. Remember to click the :guilabel:`Save` button to save changes. +To track products using serial numbers, two settings need to be enabled: the :ref:`Lots & Serial +Numbers traceability setting `, and :ref:`serial +number usage by operation type `. -.. image:: serial_numbers/serial-numbers-enabled-setting.png - :align: center - :alt: Enabled lots and serial numbers setting. +.. _inventory/product_management/traceability-setting: -.. _inventory/product_management/configure-lots: +Traceability setting +-------------------- -Configure serial number tracking on products -============================================ +The *Lots & Serial Numbers* traceability feature *must* be enabled first to track +products. To do so, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll down +to the :guilabel:`Traceability` section, and tick the :guilabel:`Lots & Serial Numbers` checkbox. +Remember to click the :guilabel:`Save` button to save changes. -Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now -be tracked using serial numbers. To configure this, go to :menuselection:`Inventory app --> Products ---> Products`, and choose a desired product to track. -Once on the product form, click :guilabel:`Edit`, and click the :guilabel:`Inventory` tab. +.. image:: serial_numbers/enabled-setting.png + :alt: Enabled Lots & Serial Numbers setting. -Once on the product form, click :guilabel:`Edit`, navigate to the :guilabel:`Inventory` tab, and -scroll to the :guilabel:`Traceability` section. Then, select the :guilabel:`By Unique Serial Number` -option, and click :guilabel:`Save` to save the changes. Existing or new serial numbers can now be -selected and assigned to newly-received or manufactured batches of this product. +.. _inventory/product_management/operation-type-setting: -.. image:: serial_numbers/serial-numbers-product-tracking.png - :align: center +By operation type +----------------- + +Next, specify whether the ability to create new or use existing serial numbers should be turned on +for particular operation types (such as shipping or receiving goods). In other words, this setting +allows for serial number tracking on warehouse receipts and delivery orders. + +.. example:: + Enabling the *Create New* option for receipts allows new serial numbers to be assigned + as items are received. However, for delivery orders, it is often disabled to prevent workers from + accidentally assigning serial numbers that do not exist in inventory. + +To enable the creation of new serial numbers on an operation, navigate to :menuselection:`Inventory +app --> Configuration --> Operations Types`. + +From the :guilabel:`Operations Types` page, select the desired operation type (e.g. +:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the +:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's +configuration page. + +.. image:: serial_numbers/create-new-setting.png + :alt: Show "Create New" option is selected on the Receipts operation type. + +.. _inventory/product_management/detailed-operations: + +Configure serial number tracking on individual products +======================================================= + +Once the :ref:`Lots & Serial Numbers setting ` +has been activated, individual products can now be tracked using serial numbers. To track a product, +go to :menuselection:`Inventory app --> Products --> Products`, and select the desired product. + +In the :guilabel:`General Information` tab on the product form, make sure the box next to +:guilabel:`Track Inventory` is checked. Then, select :guilabel:`By Unique Serial Number`, and click +:guilabel:`Save` to save the changes. Now, existing or new serial numbers can now be selected and +assigned to newly-received or manufactured batches of this product. + +.. image:: serial_numbers/product-tracking.png :alt: Enabled serial number tracking on product form. -.. warning:: - If a product doesn't have a serial number assigned to it, a user error pop-up window will appear. - The error message states that the product(s) in stock have no lot/serial number. However, a - lot/serial number can be assigned to the product by making an inventory adjustment. +.. _inventory/product_management/assign-sn: + +Assign serial numbers +===================== + +In Odoo, serial numbers can be assigned at several times and places: + +- When a product is :ref:`already in stock ` +- Via the :ref:`Moves smart button ` on a receipt +- Via the :ref:`Open: Stock move window ` on a receipt +- :doc:`During a manufacturing order + <../../../manufacturing/basic_setup/configure_manufacturing_product>` for a product tracked by + lots/serial numbers +- When :doc:`making an inventory adjustment + <../../warehouses_storage/inventory_management/count_products>` + +.. _inventory/product_management/already-in-stock: Create new serial numbers for products already in stock ------------------------------------------------------- New serial numbers can be created for products already in stock with no assigned serial number. To -do this, go to :menuselection:`Inventory --> Products --> Lots/Serial Numbers`, and click -:guilabel:`Create`. Doing so reveals a blank lots/serial numbers form. On this form, a new +do so, go to :menuselection:`Inventory --> Products --> Lots/Serial Numbers`, and click +:guilabel:`New`. Doing so reveals a blank lot/serial number form. On this form, a new :guilabel:`Lot/Serial Number` is generated automatically. .. tip:: @@ -72,222 +115,234 @@ Once the :guilabel:`Lot/Serial Number` is generated, click the blank field next :guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned. -This form also provides the option to adjust the :guilabel:`Quantity`, to assign a unique -:guilabel:`Internal Reference` number (for traceability purposes), and to assign this specific -lot/serial number configuration to a specific website in the :guilabel:`Website` field (if working -in a multi-website environment). +This form also provides the option to adjust the :guilabel:`On Hand Quantity`, to assign a unique +:guilabel:`Internal Reference` number (for additional traceability), and to assign this specific +lot/serial number configuration to a specific company in the :guilabel:`Company` field. A detailed +description of this specific lot/serial number can also be added in the :guilabel:`Description` tab +below. -A detailed description of this specific lot/serial number can also be added in the -:guilabel:`Description` tab below. +.. tip:: + The :guilabel:`Internal Reference` number field is a space for manufacturers to input an + additional unique number to allow for easier tracking. For instance, SKU values may be used + here. When all desired configurations are complete, click the :guilabel:`Save` button to save all changes. -.. image:: serial_numbers/serial-numbers-new-serial-number.png - :align: center +.. image:: serial_numbers/new-serial-number.png :alt: New serial number created for existing product stock. After a new serial number has been created, assigned to the desired product, and saved, navigate -back to the product form, by going to :menuselection:`Products --> Products`, and selecting the -product that this newly-created serial number was just assigned to. +back to the product form, by going to :menuselection:`Inventory app --> Products --> Products`, and +selecting the product that this newly-created serial number was just assigned to. On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new serial number. -Manage serial numbers for shipping and receiving -================================================ +.. _inventory/product_management/incoming-outgoing-products: -Serial numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, -serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers -are assigned directly on the sales order form. +Create serial numbers to incoming or outgoing products +------------------------------------------------------ -Assign serial numbers to newly received products ------------------------------------------------- +Serial numbers can be assigned to both incoming and outgoing goods. The receipt and delivery order +forms mirror one another; the instructions below can be followed to assign serial numbers in either +form. -Assigning serial numbers to **incoming** goods can be done on the receipt, by clicking the -:ref:`Detailed Operations smart button ` or by -clicking the :guilabel:`⦙≣ (bulleted list)` icon in the product line. +- **Incoming goods:** Assign serial numbers directly on the **receipt**. Receipts can be accessed by + navigating to :menuselection:`Inventory app --> Operations --> Receipts`. +- **Outgoing goods:** Assign serial numbers directly on the **delivery order**. Receipts can be + accessed by navigating to :menuselection:`Inventory app --> Operations --> Deliveries`. -.. seealso:: - :doc:`create_sn` +.. important:: + Before assigning serial numbers on receipts or delivery orders, be sure that the ability to + :ref:`create new serial numbers by operations type + ` is enabled. -.. image:: serial_numbers/assign-serial-numbers.png - :align: center - :alt: Display the bulleted list icon and Detailed Operations smart buttons. +Lots/serial number field +~~~~~~~~~~~~~~~~~~~~~~~~ -.. warning:: - Clicking :guilabel:`Validate` before assigning a serial number to received quantities will cause - a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or serial number - for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without - a serial number being assigned. +Serial numbers can be entered directly into the :guilabel:`Serial Numbers` field on a receipt or +delivery order. - .. image:: serial_numbers/serial-numbers-user-error-popup.png - :align: center - :alt: User error popup prompting serial number entry. - -There are multiple ways to do this: manually assigning serial numbers, automatically assigning -serial numbers, and copy/pasting serial numbers from a spreadsheet. - -Assign serial numbers automatically -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -If a large quantity of products need individual serial numbers assigned to them, Odoo can -automatically generate and assign serial numbers to each of the individual products. - -To accomplish this, start with the :guilabel:`First SN` field in the :guilabel:`Detailed Operations` -pop-up window, and type the first serial number in the desired order to be assigned. - -Then, in the :guilabel:`Number of SN` field, type the total number of items that need -newly-generated unique serial numbers assigned to them. - -Finally, click :guilabel:`Assign Serial Numbers`, and a list will populate with new serial numbers -matching the ordered quantity of products. - -.. image:: serial_numbers/serial-numbers-auto-assign-sn.png - :align: center - :alt: Automatic serial number assignment in detailed operations popup. - -Copy/paste serial numbers from a spreadsheet -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -To copy and paste serial numbers from an existing spreadsheet, first populate a spreadsheet with all -of the serial numbers received from the supplier (or manually chosen upon receipt). Then, copy and -paste them in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the -necessary number of lines based on the amount of numbers pasted in the column. - -From here, the :guilabel:`To` locations and :guilabel:`Done` quantities can be manually entered in -each of the serial number lines. - -.. image:: serial_numbers/serial-numbers-excel-spreadsheet.png - :align: center - :alt: List of serial numbers copied in Excel spreadsheet. +.. image:: serial_numbers/enter-in-field.png + :alt: Select value for Serial Number field on receipt. .. tip:: - For purchase orders that include large quantities of products to receive, the best method of - serial number assignment is to automatically assign serial numbers using the :guilabel:`Assign - Serial Numbers` button located on the :abbr:`PO (purchase order)`. This prevents any serial - numbers from being reused or duplicated, and improves traceability reporting. + To make the :guilabel:`Serial Numbers` field visible on a receipt or delivery order, click the + :icon:`oi-settings-adjust` :guilabel:`(Adjust Settings)` icon, and in the drop-down menu, tick + the :guilabel:`Serial Numbers` checkbox. -Once all product quantities have been assigned a serial number, click the :guilabel:`Confirm` button -to close the pop-up. Then, click :guilabel:`Validate`. + .. figure:: serial_numbers/field-visible.png + :alt: Allow Serial Numbers field to show on a receipt or delivery order. -A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the -:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which -includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the -:guilabel:`Lot/Serial #`, and more. + Example **Serial Numbers** field on a delivery order. -Once all product quantities have been assigned a serial number, click :guilabel:`Confirm` to close -the popup, and click :guilabel:`Validate`. A :guilabel:`Traceability` smart button will appear upon -validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated -:guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the -:guilabel:`Product` being traced, the :guilabel:`Lot/Serial #`, and more. +.. _inventory/product_management/stock-move: -Manage serial numbers on delivery orders ----------------------------------------- +Stock move pop-up window +~~~~~~~~~~~~~~~~~~~~~~~~ -Assigning serial numbers to **outgoing** goods can be done directly from the sales order (SO). +For various methods of assigning serial numbers individually or in bulk, click the :icon:`fa-list` +:guilabel:`(list)` icon in the product line of a receipt. -To create an :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales` app, and click the -:guilabel:`Create` button. Doing so reveals a new, blank quotation form. On this blank quotation -form, fill out the necessary information, by adding a :guilabel:`Customer`, and adding products to -the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab), by clicking :guilabel:`Add a -product`. +Add a line +********** -Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column. +In the :guilabel:`Open: Stock move` pop-up window, manually enter serial numbers in the +:guilabel:`Lot/Serial Number` column. This method is best reserved for adding only one or a few +serial numbers. -Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the -quotation. When the quotation is confirmed, the quotation becomes an :abbr:`SO (sales order)`, and a -:guilabel:`Delivery` smart button appears. +.. image:: serial_numbers/stock-move-add-line.png + :alt: Add a line on the stock move pop-up. -Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific -:abbr:`SO (sales order)`. +.. _inventory/product_management/generate-serials: -From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four -horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the -:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up. +Generate Serials/Lots +********************* -In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with each product of the -total :guilabel:`Reserved` quantity listed with their unique serial numbers (most likely listed in -sequential order). +Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in +the :guilabel:`Open: Stock move` pop-up window. -To manually change a product's serial number, click the drop-down menu under :guilabel:`Lot/Serial -Number`, and choose (or type) the desired serial number. Then, mark the :guilabel:`Done` quantities, -and click :guilabel:`Confirm` to close the pop-up. +.. image:: serial_numbers/stock-move-generate-serials.png + :alt: Show generate serials pop-up. -Finally, click the :guilabel:`Validate` button to deliver the products. +Doing so opens a new popup, :guilabel:`Generate Serial numbers`, which contains a few fields: -.. image:: serial_numbers/serial-numbers-detailed-operations-popup.png - :align: center - :alt: Serial numbers listed in detailed operations popup. +- :guilabel:`First SN`: Input the first serial number that should start the sequence. From there, + Odoo automatically detects what pattern should be followed to generate more serial numbers. +- :guilabel:`Number of SN`: Specify the desired number of serial numbers to generate. -Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the -:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which -includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the -:guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned. + .. note:: + The number of serials generated will be reflected in the :guilabel:`Quantity` field on a + receipt or delivery order. Even if the number of serial numbers generated exceeds the + :guilabel:`Demand` value, Odoo still allows the quantity (based on the serial numbers) to be + delivered or received. -The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the -previous purchase order (PO), if any of the product quantities shared a serial number assigned -during receipt of that specific :abbr:`PO (purchase order)`. + .. image:: serial_numbers/stock-move-generate-quantity-tip.png + :alt: Show how the quantity of serial numbers alters the delivery order quantity. -Manage serial numbers for different operations types -==================================================== +- :guilabel:`Keep current lines` checkbox: Check this box to keep existing serial numbers that may + have been previously added. To replace existing serial numbers in the list, leave the box + unchecked. -By default in Odoo, the creation of new serial numbers is only allowed upon **receiving** products -from a purchase order. **Existing** serial numbers cannot be used. For sales orders, the opposite is -true: new serial numbers cannot be created on the delivery order, only existing serial numbers can -be used. +After filling out these fields, click the :guilabel:`Generate` button. The newly generated serials +now appear in the :guilabel:`Open: Stock move` window. By clicking :icon:`fa-cloud-upload` +:guilabel:`(Save)`, the :guilabel:`Quantity` and the :guilabel:`Serial Numbers` fields on the +delivery order or receipt update automatically. -To change the ability to use new (or existing) serial numbers on any operation type, go to -:menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired -:guilabel:`Operation Type`. +Import Serials/Lots +******************* -For the :guilabel:`Receipts` operation type, found on the :guilabel:`Operations Types` page, the -:guilabel:`Use Existing Lots/Serial Numbers` option can be enabled, by selecting -:guilabel:`Receipts` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, and then -clicking the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the -:guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes. +Another option for assigning multiple serial numbers at once is to click the :guilabel:`Import +Serials/Lots` button in the :guilabel:`Open: Stock move` pop-up window. -For the :guilabel:`Delivery Orders` operation type, located on the :guilabel:`Operations Types` -page, the :guilabel:`Create New Lots/Serial Numbers` option can be enabled, by selecting -:guilabel:`Delivery Orders` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, -and clicking the checkbox beside the :guilabel:`Create New Lots/Serial Numbers` option (in the -:guilabel:`Traceability` section). Be sure to click :guilabel:`Save` to save changes. +.. important:: + If the import button is not visible, ensure the :guilabel:`Create New` box is checked in the + :ref:`receipt's configuration page `. -.. image:: serial_numbers/serial-numbers-operations-types.png - :align: center - :alt: Enabled traceability setting in operations type form. +Doing so opens the :guilabel:`Import Serials` pop-up window. Enter each serial number on a separate +line in the :guilabel:`Lots/Serial numbers` text field. -Serial number traceability -========================== +As when :ref:`generating serials `, check the +:guilabel:`Keep current lines` box to keep existing serial numbers, or leave it unchecked to +overwrite them. -Manufacturers and companies can refer to the traceability reports to see the entire lifecycle of a -product: where it came from (and when), where it was stored, and who it went to. +.. tip:: + To expedite this process, copy/paste serial numbers from an existing spreadsheet and add them to + the :guilabel:`Lots/Serial numbers` text field. + +Finally, click :guilabel:`Generate`. + +.. image:: serial_numbers/stock-move-import-serials.png + :alt: Show import serials pop-up. + +.. example:: + For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned + a serial number in the :guilabel:`Open: Stock move` pop-up window. + + So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are + assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial + numbers` input field: + + .. code-block:: + + 124 + 125 + + The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in + addition** to the serial number, `123`, that has already been assigned. + + .. image:: serial_numbers/import-serial.png + :alt: Show example of correctly inputting serial numbers in the text field. + +.. _inventory/product_management/moves-button: + +Detailed operations +~~~~~~~~~~~~~~~~~~~ + +Accessible from both receipt and delivery order forms, the *Detailed Operations* page shows a +detailed view of product movements, including information about serial numbers, exact locations, +expiration dates, etc. This level of detail permits more precise tracking, for example, when +handling perishable or regulated goods. + +To access this page, first :ref:`select a warehouse receipt or delivery order +`. Then, click on the :icon:`fa-bars` +:guilabel:`Moves` smart button at the top of the page. + +In the :guilabel:`Lot/Serial Number` column, manually type (or select from the drop-down menu) +the desired serial numbers for each individual product. + +.. image:: serial_numbers/moves-button.png + :alt: Show the detailed Moves page. + +When finished, click the receipt/delivery order's breadcrumbs, and the assigned serial numbers are +automatically saved. + +Traceability & reporting +======================== + +Manufacturers and companies can refer to the *Lots/Serial Numbers* dashboard and traceability +reports to see the entire lifecycle of a product: when and where it originated, where it was stored, +and who it was shipped to. + +Lots/Serial Numbers dashboard +----------------------------- To see the full traceability of a product, or group by serial numbers, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` dashboard. -From here, products with serial numbers assigned to them will be listed by default, and can be -expanded to show what serial numbers have been specifically assigned to them. +Reporting +~~~~~~~~~ + +On the :guilabel:`Lots/Serial Numbers` dashboard, products with serial numbers assigned to them are +listed by default. Click the :icon:`fa-caret-right` :guilabel:`(expand)` icon to show which serial +numbers are assigned to the chosen product. To group by serial numbers (or lots), first remove any default filters from the search bar in the -upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which -reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, -and click :guilabel:`Apply`. +upper-right corner. Then, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon and select +:guilabel:`Add Custom Group`, which reveals a mini drop-down menu. From this mini drop-down menu, +select :guilabel:`Lot/Serial Number`, and click :guilabel:`Apply`. -Doing so reveals all existing serial numbers and lots, and can be expanded to show all quantities of -products with that assigned number. For unique serial numbers that are not reused, there should be -just one product per serial number. +Doing so reveals all existing serial numbers and lots. Each row can be expanded to show all +quantities of product assigned to that serial/lot number. For unique serial numbers that are not +reused, there should be just one product per serial number. -.. image:: serial_numbers/serial-numbers-reporting-page.png - :align: center +.. image:: serial_numbers/serial-numbers-dashboard.png :alt: Serial numbers reporting page with drop-down lists. .. tip:: - For additional information regarding an individual serial number (or lot number), click the line - item for the serial number to reveal that specific serial number's :guilabel:`Serial Number` - form. From this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons - to see all stock on-hand using that serial number, and any operations made using that serial - number. + For additional information regarding an individual serial (or lot) number, click the line + item for the serial number to reveal that specific :guilabel:`Serial Number` form. From this + form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons to see all stock + on-hand using that serial number, and any operations made using that serial number. .. seealso:: - :doc:`../product_tracking` + :doc:`Reassign ` + + In addition to using the :guilabel:`Lots/Serial Numbers` dashboard, there are several other + reporting templates that display the :guilabel:`Lot/Serial Number` field or the ability to filter + by serial number. 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a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst index 1f2c95fd7..b3c025926 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst @@ -228,7 +228,7 @@ quantities for the picking. `1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the - unique serial number for :ref:`product tracking `. + unique serial number for :ref:`product tracking `. .. image:: batch/barcode-products.png :align: center diff --git a/content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst b/content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst index 52f05fa79..3a4b87202 100644 --- a/content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst +++ b/content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst @@ -30,7 +30,7 @@ Lot/serial number tracking -------------------------- The assignment of lots or serial numbers to newly manufactured products is optional. To optionally -:doc:`assign lots or serial numbers <../../inventory/product_management/product_tracking/create_sn>` +:doc:`assign lots or serial numbers <../../inventory/product_management/product_tracking>` to newly manufactured products, go to the :guilabel:`Traceability` section in the :guilabel:`Inventory` tab. In the :guilabel:`Tracking` field, select :guilabel:`By Unique Serial Number` or :guilabel:`By Lots`. diff --git a/redirects/saas-17.4.txt b/redirects/saas-17.4.txt index 525180398..f38488a19 100644 --- a/redirects/saas-17.4.txt +++ b/redirects/saas-17.4.txt @@ -1,3 +1,6 @@ # contributing/documentation contributing/documentation/rst_cheat_sheet.rst contributing/documentation/rst_guidelines.rst + + +applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst # Deleted create_sn and merged content with serial_numbers \ No newline at end of file