[IMP] inventory: combine uom and usage into one doc

closes odoo/documentation#7904

X-original-commit: 6f8118fba6
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>
This commit is contained in:
Felicious 2024-01-31 15:30:50 -08:00
parent befe1d0c8d
commit 3875f79b5c
12 changed files with 121 additions and 118 deletions

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@ -180,7 +180,8 @@ using the appropriate unit of measure (:guilabel:`UoM`) for the quantity of prod
purchased.
.. seealso::
:ref:`Simplify vendor unit conversions with UoMs <inventory/management/uom-example>`
:ref:`Simplify vendor unit conversions with UoMs
<inventory/product_replenishment/unit-conversion>`
After the order is placed, navigate to the :menuselection:`Barcode` app to :ref:`receive the vendor
shipment <barcode/operations/scan-received-products>`.

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@ -1,23 +1,28 @@
==============================
Use different units of measure
==============================
================
Units of measure
================
.. _inventory/management/products/units_of_measure:
.. |UOM| replace:: :abbr:`UoM (Unit of Measure)`
.. |PO| replace:: :abbr:`PO (Purchase Order)`
.. |POs| replace:: :abbr:`POs (Purchase Orders)`
.. |RFQ| replace:: :abbr:`RFQ (Request for Quotation)`
.. |SO| replace:: :abbr:`SO (Sales Order)`
In some cases, handling products in different units of measure is necessary. For example, a
business can buy products from a country that uses the metric system, and then sell those products
in a country that uses the imperial system, so the business needs to convert the units. Another
case for unit conversion is when a business buys products in a big pack from a supplier and then
sells those products in individual units.
In some cases, handling products in different units of measure is necessary. For example, a business
can buy products from a country that uses the metric system, and then sell those products in a
country that uses the imperial system. In that case, the business needs to convert the units.
Odoo can be set up to use different units of measure for one product.
Another case for unit conversion is when a business buys products in a big pack from a supplier, and
then sells those products in individual units.
Odoo can be set up to use different *units of measure (UoM)* for one product.
Configuration
=============
To use different units of measure in Odoo, first go to :menuselection:`Inventory --> Configuration
--> Settings --> Products` and activate the :guilabel:`Units of Measure` setting. Then, click
:guilabel:`Save`.
To use different units of measure in Odoo, first go to :menuselection:`Inventory app -->
Configuration --> Settings`, and under the :guilabel:`Products` section, activate the
:guilabel:`Units of Measure` setting. Then, click :guilabel:`Save`.
.. image:: uom/uom-enable-setting.png
:align: center
@ -26,12 +31,12 @@ To use different units of measure in Odoo, first go to :menuselection:`Inventory
Units of measure categories
===========================
After enabling the units of measure setting, view the default units of measure categories in
:menuselection:`Inventory --> Configuration --> Units of Measures --> UoM Categories`. The
category is important for unit conversion, Odoo can only convert a product's units from one unit to
another only if both units belong to the same category.
After enabling the *Units of Measure* setting, view the default units of measure categories in
:menuselection:`Inventory app --> Configuration --> UoM Categories`. The category is important for
unit conversion; Odoo can convert a product's units from one unit to another **only** if both units
belong to the same category.
.. image:: uom/uom-categories.png
.. image:: uom/category.png
:align: center
:alt: Set units of measure categories.
@ -39,18 +44,19 @@ Each units of measure category has a reference unit. The reference unit is highl
the :guilabel:`Uom` column of the :guilabel:`Units of Measure Categories` page. Odoo uses the
reference unit as a base for any new units.
To create a new unit, first select the correct category. For example, to sell a product in a box of
six units, click on the :guilabel:`Unit` category line. Next, click :guilabel:`Edit`. After that,
click :guilabel:`Add a line`. Then, in the :guilabel:`Unit of Measure` field, title the new unit
`Box of 6`. In the :guilabel:`Type` field, select :guilabel:`Bigger than the reference Unit of
Measure`. In the :guilabel:`Ratio` field, enter `6.00000` since a box of six is six times bigger
than the reference unit (`1.00000`). Finally, click :guilabel:`Save`.
To create a new unit, first select the correct category from the :guilabel:`Units of Measure
Categories` page. For example, to sell a product in a box of six units, click the :guilabel:`Unit`
category line. Then, on the category page that appears, click :guilabel:`Add a line` in the
:guilabel:`Units of Measure` tab. Then, in the :guilabel:`Unit of Measure` field, title the new
unit, such as `Box of 6`, then in the :guilabel:`Type` field, select the appropriate size reference,
such as :guilabel:`Bigger than the reference Unit of Measure`.
Click on the :guilabel:`Unit` category.
If applicable, enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by
GS1 <https://www.unspsc.org/>`_, that **must** be purchased in order to use.
Click :guilabel:`Add a line`. As an example, we will create a Box of 6 units that we will use for
the Egg product. The box of 6 is 6 times bigger than the reference unit of measure for the category
which is “Units” here.
In the :guilabel:`Ratio` field, enter how many individual units are in the new |UOM|, such as
`6.00000` when using the example of the `6-Pack` (since a box of six is six times *bigger* than the
reference unit, `1.00000`).
.. image:: uom/convert-products-by-unit.png
:align: center
@ -59,56 +65,106 @@ which is “Units” here.
Specify a product's units of measure
====================================
To set units of measure on a product, first go to :menuselection:`Inventory --> Products -->
Products` and click on a product to open its settings. Then, click on :guilabel:`Edit`.
To set units of measure on a product, first go to :menuselection:`Inventory app --> Products -->
Products` and select a product to open its product form page.
In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of Measure` field to specify
the unit of measure that the product is sold in. The specified unit will also be the unit used to
keep track of the product's inventory and internal transfers. Edit the :guilabel:`Purchase UoM`
field to specify the unit of measure that the product is purchased in.
the unit of measure that the product is sold in. The specified unit is also the unit used to keep
track of the product's inventory and internal transfers.
Edit the :guilabel:`Purchase UoM` field to specify the unit of measure that the product is purchased
in.
.. _inventory/product_replenishment/unit-conversion:
Unit conversion
===============
Buy products in the Purchase UoM
Odoo automatically converts unit measurements when products have different :abbr:`UoMs (Units of
Measure)` and purchase :abbr:`UoMs (Units of Measure)`.
This occurs in various scenarios, including:
#. :ref:`Vendor orders <inventory/product_replenishment/buy-in-uom>`: purchase |UOM| on purchase
orders (POs) converts to |UOM| on internal warehouse documents
#. :ref:`Automatic replenishment <inventory/product_replenishment/replenish>`: generates |POs| when
the stock levels of a product (tracked in |UOM|) dips below a certain level. But, the |POs| are
created using the purchase |UOM|
#. :ref:`Sell products <inventory/product_replenishment/sell-in-uom>`: if a different |UOM| is used
on the sales order (SO), the quantity is converted to the warehouse's preferred |UOM| on the
delivery order
.. _inventory/product_replenishment/buy-in-uom:
Buy products in the purchase UoM
--------------------------------
When creating a new request for quotation (RFQ) in the Purchase app, Odoo automatically uses the
product's specified purchase unit of measure. However, if needed, the :guilabel:`UoM` can be
manually edited on the RFQ.
When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo automatically uses the
product's specified purchase unit of measure. If needed, manually edit the :guilabel:`UoM` value on
the |RFQ|.
After the RFQ is confirmed into a purchase order (PO), click on the :guilabel:`Receipt` smart
button at the top right corner of the PO. Odoo automatically converts the purchase unit of measure
into the product's sales/inventory unit of measure, so the :guilabel:`Demand` column of the
delivery receipt shows the converted quantity.
After the |RFQ| is confirmed into a |PO|, click the :guilabel:`Receipt` smart button at the top of
the |PO|.
For example, if the product's purchase UoM is `Box of 6` and its sales/inventory unit of measure is
`Units`, the PO shows the quantity in boxes of six, and the delivery receipt shows the quantity in
units.
Odoo automatically converts the purchase unit of measure into the product's sales/inventory unit of
measure, so the :guilabel:`Demand` column of the delivery receipt shows the converted quantity.
.. example::
When the product's purchase :guilabel:`UoM` is `Box of 6`, and its sales/inventory unit of
measure is `Units`, the |PO| shows the quantity in boxes of six, and the receipt (and other
internal warehouse documents) shows the quantity in units.
.. figure:: uom/on-po.png
:align: center
:alt: Image of a purchase order that is using the purchase unit of measure.
An order of three quantities is placed using the purchase "UoM": `Box of 6`.
.. figure:: uom/on-receipt.png
:align: center
:alt: Image of receipt displaying the unit of measure.
Upon warehouse receipt, the recorded quantities are in the internal "Unit of Measure":
`Units`.
.. _inventory/product_replenishment/replenish:
Replenishment
-------------
A request for quotation for a product can also be generated directly from the product form using
the :guilabel:`Replenish` button. After clicking :guilabel:`Replenish`, a replenish assistant box
pops up. The purchase unit of measure can be manually edited here if needed. Then, click
:guilabel:`Confirm` to create the RFQ.
the :guilabel:`Replenish` button.
Next, click the :guilabel:`Units Forecasted` smart button on the product form and scroll down to
:menuselection:`Forecasted Inventory --> Requests for quotation`. Click on the RFQ reference number
to open the draft RFQ. The purchase UoM can also be edited here if needed.
After clicking :guilabel:`Replenish`, a replenish assistant box pops up. The purchase unit of
measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click
:guilabel:`Confirm` to create the |RFQ|.
.. important::
A |PO| can **only** be automatically generated if at least **one** vendor is listed in the
product form's :guilabel:`Purchase` tab.
.. image:: uom/replenish.png
:align: center
:alt: Click Replenish button to manually replenish.
Navigate to the created |PO| by clicking the :guilabel:`Forecasted` smart button on the product
form. Scroll down to the :guilabel:`Forecasted Inventory` section, and in the :guilabel:`Requests
for quotation` line, click the |RFQ| reference number to open the draft |RFQ|. If necessary, the
purchase |UOM| can be edited directly on the |PO|.
.. _inventory/product_replenishment/sell-in-uom:
Sell in a different UoM
-----------------------
When creating a new quotation in the Sales app, Odoo automatically uses the product's specified
unit of measure. However, if needed, the :guilabel:`UoM` can be manually edited on the quotation.
When creating a new quotation in the *Sales* app, Odoo automatically uses the product's specified
unit of measure. If needed, the :guilabel:`UoM` can be manually edited on the quotation.
After the quotation is sent to the customer and confirmed into a sales order (SO), click on the
:guilabel:`Delivery` smart button at the top right corner of the SO. Odoo automatically converts
the unit of measure into the product's inventory unit of measure, so the :guilabel:`Demand` column
of the delivery shows the converted quantity.
After the quotation is sent to the customer, and confirmed into a sales order (SO), click the
:guilabel:`Delivery` smart button at the top of the |SO|. Odoo automatically converts the unit of
measure into the product's inventory unit of measure, so the :guilabel:`Demand` column of the
delivery shows the converted quantity.
For example, if the product's UoM on the SO was changed to `Box of 6`, but its inventory unit of
measure is `Units`, the SO shows the quantity in boxes of six, and the delivery shows the quantity
For example, if the product's |UOM| on the |SO| was changed to `Box of 6`, but its inventory unit of
measure is `Units`, the |SO| shows the quantity in boxes of six, and the delivery shows the quantity
in units.

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@ -1,64 +1,10 @@
==========================================
Units of measure, packages, and packagings
==========================================
=======================
Packages and packagings
=======================
In Odoo, there are a variety of ways to specify the amount of products being bought, stocked, and
sold. *Units of measure*, *packages*, and *packagings* are all available to streamline inventory
flows, allowing for a variety of configurations for products as they enter and leave the warehouse.
.. _inventory/management/uom-example:
Units of measure
================
A *unit of measure (UoM)* refers to any of the different standards used to measure and handle a
quantifiable amount of products, such a units, weight, time, or size. Different :abbr:`UoMs (Units
of Measure)` for weight, for example, can be kilos, pounds, ounces, grams, and so on.
In Odoo, stock management and purchasing from suppliers are streamlined by specifying different
:abbr:`UoMs (Units of Measure)` for both buying and selling products.
.. image:: usage/uom-on-product-form.png
:align: center
:alt: Specify unit of measure for selling a product vs purchasing.
Once a product has a default :guilabel:`Unit of Measure` and :guilabel:`Purchase Unit of Measure`
set on the product form, Odoo automatically converts the different units in the product's
purchase/sales orders and the corresponding delivery orders/receipts.
The only condition is that all of the units have to be in the *same category* (unit, weight, volume,
length, etc.).
.. example::
On the product form for `Rope`, the following fields are set as:
- :guilabel:`Unit of Measure` in `ft` (feet), and
- :guilabel:`Purchase Unit of Measure` in `cm` (centimeters).
Because the vendor sells rope in `cm`, the purchase :guilabel:`UoM` is used to represent the
quantity on the :abbr:`PO (Purchase Order)`, which is also in centimeters.
.. image:: usage/purchase-rope-in-cm.png
:align: center
:alt: Display purchase order for the product, rope, in centimeters.
After confirming the :abbr:`PO (Purchase Order)`, the quantity of product (found under the now
visible :guilabel:`Demand` column) is converted from the purchase :abbr:`UoM (Unit of Measure)` to
the :guilabel:`Unit of Measure`. Then, when the product is received by clicking the
:guilabel:`Validate` button, the quantity in :guilabel:`Done` is automatically adjusted to match the
:guilabel:`Demand` column.
.. example::
On the *receipt* for `Rope`, the quantities are automatically converted from `500 cm` that was
requested on the purchase order, to `16.40 ft` to match the internal/stock :guilabel:`Unit of
Measure` value.
.. image:: usage/receive-rope-in-ft.png
:align: center
:alt: Rope quantity is converted from cm to ft during warehouse reception.
.. seealso::
:ref:`Use Different Units of Measure <inventory/management/products/units_of_measure>`
sold. *Packages* and *packagings* are all available to streamline inventory flows, allowing for a
variety of configurations for products as they enter and leave the warehouse.
.. _inventory/management/packages: