[IMP] inventory: sell stock virtual warehouse

closes odoo/documentation#7759

X-original-commit: 98994fbbaa
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst

@@ -14,6 +14,8 @@ for warehouses in Odoo is one step receipts and deliveries.
 
 In the following example, one step will be used for both receipts and deliveries.
 
+.. _inventory/receipts_delivery_one_step/wh:
+
 Configure the warehouse
 =======================
 

content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries.rst

@@ -39,7 +39,7 @@ The receiving and shipping rules for a one-step configuration are as follows:
 - Items are received or shipped directly into/from stock.
 
 .. seealso::
-   :ref:`Process receipts and deliveries in one step <inventory/receipts_delivery_one_step>`
+   :doc:`receipts_delivery_one_step`
 
 Two-step flow
 -------------

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/stock_warehouses.rst

@@ -6,189 +6,226 @@ While keeping stock and selling inventory from one warehouse might work for smal
 bigger companies might need to keep stock in, or sell from, multiple warehouses in multiple
 locations.
 
-In Odoo, sometimes products included in a single sales order might take stock from two (or more)
+Sometimes products included in a single sales order might take stock from two (or more) warehouses;
-warehouses. In Odoo, pulling products from multiple warehouses to satisfy sales demands can be done
+in Odoo, pulling products from multiple warehouses to satisfy sales demands can be done using
-by using *virtual locations*.
+*virtual locations*.
+
+.. important::
+   The solution in this document, describing the use of a virtual warehouse to fulfill orders for
+   multiple warehouses, has some limitations. Consider the following before proceeding:
+
+   #. When the :guilabel:`Warehouse` field is set to a virtual warehouse on a sales order, the
+      virtual warehouse's address is indicated on the picking, packing, and delivery forms, **not**
+      the actual warehouse's address.
+   #. Each location has a `warehouse_id` (hidden field). This means that the stock in the virtual
+      warehouse will **not** be the sum of the stock of the real warehouses, but rather the sum of
+      the stock in the locations whose warehouse ID is the virtual warehouse.
+
+.. danger::
+   Potential limitation for those using :doc:`two
+   <../../shipping_receiving/daily_operations/receipts_delivery_two_steps>` or :doc:`three-step
+   delivery <../../shipping_receiving/daily_operations/delivery_three_steps>`:
+
+   #. The output or packing zone on the various forms is incorrectly listed as the virtual
+      warehouse's address.
+   #. There is no workaround for two or three-step deliveries.
+   #. Proceed **only** if setting a virtual warehouse's address as the output or packing zone makes
+      sense for the company's workflow.
 
 .. note::
-   In order to create virtual locations in warehouses and proceed to the following steps,
+   In order to create virtual locations in warehouses, and proceed to the following steps, the
-   the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features will need to be
+   :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features **must** be enabled.
-   enabled in the :menuselection:`Settings` app.
 
-   To do so, go to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the
+   To do so, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
-   :guilabel:`Warehouse` section, and click the checkboxes next to :guilabel:`Storage Locations`
+   :guilabel:`Warehouse` section, and enable the :guilabel:`Storage Locations` and
-   and :guilabel:`Multi-Step Routes`. Then, :guilabel:`Save` the changes to finish.
+   :guilabel:`Multi-Step Routes` options. Then, :guilabel:`Save` the changes to finish.
 
-Create and configure a virtual parent location
-==============================================
 
-Before creating any virtual stock locations, a new warehouse will need to be created. This new
+.. _inventory/routes/virtual-wh:
-warehouse will act as a *virtual* warehouse, and will be the *parent* location of other physical
+
-warehouses.
+Create virtual parent location
+==============================
+
+Before creating any virtual stock locations, create a new warehouse that acts as a *virtual*
+warehouse — the *parent* location of other physical warehouses.
 
 .. spoiler:: Why a "virtual" warehouse?
 
-   Virtual warehouses are great for companies with multiple physical warehouses. This is because
+   Virtual warehouses are great for companies with multiple physical warehouses. This is because a
-   a situation might arise when one warehouse runs out of stock of a particular product, but
+   situation might arise when one warehouse runs out of stock of a particular product, but another
-   another warehouse still has stock on-hand. In this case, stock from these two (or more)
+   warehouse still has stock on-hand. In this case, stock from these two (or more) warehouses could
-   warehouses could be used to fulfill a single sales order.
+   be used to fulfill a single sales order.
 
    The "virtual" warehouse acts as a single aggregator of all the inventory stored in a company's
    physical warehouses, and is used (for traceability purposes) to create a hierarchy of locations
    in Odoo.
 
-Create a new warehouse
+To create a new warehouse, go to :menuselection:`Inventory app --> Configuration --> Warehouses`,
-----------------------
+and click :guilabel:`Create`. From here, the warehouse :guilabel:`Name` and :guilabel:`Short Name`
+can be changed, and other warehouse details can be changed under the :guilabel:`Warehouse
+Configuration` tab.
 
-To create a new warehouse, go to :menuselection:`Inventory --> Configuration --> Warehouses`, and
+Lastly, click :guilabel:`Save` to finish creating a *regular* warehouse. Continue following the
-click :guilabel:`Create`. From here, the warehouse :guilabel:`Name` and :guilabel:`Short Name` can
+steps below to finish configuring the virtual parent warehouse.
-be changed, and other warehouse details can be changed under the :guilabel:`Warehouse Configuration`
-tab.
-
-Under the :guilabel:`Shipments` heading, set the number of steps used to process :guilabel:`Incoming
-Shipments` and :guilabel:`Outgoing Shipments` by selecting between the :guilabel:`1 step`,
-:guilabel:`2 steps`, and :guilabel:`3 steps` radio buttons. The desired option for
-:guilabel:`Incoming Shipments` and :guilabel:`Outgoing Shipments` will depend on the warehouse's
-procurement process, and might differ for individual products or product categories.
-
-.. seealso::
-   - :doc:`How to choose the right flow to handle receipts and deliveries?
-     </applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/shipments_deliveries>`
-
-Under the :guilabel:`Resupply` heading, configure the method(s) for how the warehouse resupplies
-its inventory:
-
-- :guilabel:`Resupply Subcontractors`: resupply subcontractors with components from this warehouse.
-- :guilabel:`Manufacture to Resupply`: when products are manufactured, they can be manufactured in
-  this warehouse.
-- :guilabel:`Manufacture`: to produce right away, move the components to the production location
-  directly and start the manufacturing process; to pick first and then produce, unload the
-  components from the stock to input location first, and then transfer it to the production
-  location.
-- :guilabel:`Buy to Resupply`: when products are bought, they can be delivered to this warehouse.
-- :guilabel:`Resupply From`: automatically create routes to resupply this warehouse from another
-  chosen warehouse
-
-.. tip::
-   *Routes* can be set and configured directly from the :guilabel:`Warehouse` form, by clicking on
-   the :guilabel:`Routes` smart button. Once the warehouse is configured, virtual *Locations* can be
-   created.
 
 .. image:: stock_warehouses/stock-warehouses-create-warehouse.png
    :align: center
-   :alt: The edit screen for creating a new warehouse.
+   :alt: New warehouse form.
 
-In order to apply this virtual warehouse as the *parent* location of two *child* location
+.. seealso::
-warehouses, there need to be two warehouses configured with physical stock locations.
+   - :doc:`Warehouse configurations <../inventory_management/warehouses_locations>`
+   - :ref:`Incoming and outgoing shipments <inventory/receipts_delivery_one_step/wh>`
+   - :doc:`Resupply from another warehouse <../inventory_management/resupply_warehouses>`
+
+.. _inventory/routes/child-wh:
+
+Create child warehouses
+=======================
+
+Create at least two *child* warehouses to link to the virtual warehouse.
+
+.. important::
+   In order to take stock from multiple warehouses to fulfill a sales order, there needs to be at
+   least **two** warehouses acting as child locations of the virtual parent location warehouse.
+
+To do that, navigate to :menuselection:`Inventory app --> Configuration --> Warehouses`, click
+:guilabel:`Create`, and follow the :ref:`preceding instructions <inventory/routes/virtual-wh>` to
+configure the physical stock locations.
 
 .. example::
 
    | **Parent Warehouse**
    | :guilabel:`Warehouse`: `Virtual Warehouse`
-   | :guilabel:`Location`: `VWH`
+   | :guilabel:`Location`: `VWH/Stock`
 
    | **Child Warehouses**
    | :guilabel:`Warehouses`: `Warehouse A` and `Warehouse B`
-   | :guilabel:`Locations`: `WHA/Stock` and `WHB/Stock`
+   | :guilabel:`Locations`: `WHA` and `WHB`
 
-Create a virtual parent location
+   .. image:: stock_warehouses/parent-location.png
---------------------------------
+      :align: center
+      :alt: Graphic of child locations 'WHA' and 'WHB' tied to the parent location.
 
 .. important::
-   In order to take stock from multiple warehouses to fulfill a sales order, there need to be at
+   While the virtual stock location will be changed to 'View' later, the :guilabel:`Location Type`
-   least **two** warehouses acting as *child locations* of the *virtual parent location* warehouse.
+   **must** be :guilabel:`Internal Location` at this point to :ref:`link the child warehouses
+   <inventory/routes/link-to-vwh>` in the next section.
 
-To create and edit *Locations*, go to :menuselection:`Inventory --> Configuration --> Locations`.
+.. _inventory/routes/link-to-vwh:
-All :guilabel:`Locations` are listed here, including the *Stock* :guilabel:`Location` of the virtual
-warehouse that was created. Click into the *Stock* :guilabel:`Location` for the virtual warehouse
-that was previously created (:dfn:`Warehouse Name/Stock`).
 
-Then, under the :guilabel:`Additional Information` section, change the :guilabel:`Location Type`
+Link child warehouses to virtual stock
-from :guilabel:`Internal Location` to :guilabel:`View`. :guilabel:`Save` the changes.
+======================================
 
-This identifies this :guilabel:`Location` as a *virtual location*, which is used to create a
+To set physical warehouses as child locations of the virtual location configured in the
-hierarchical structure for a warehouse and aggregate its *child locations*.
+:ref:`previous step <inventory/routes/virtual-wh>`, navigate to :menuselection:`Inventory app -->
+Configuration --> Locations`.
 
-.. note::
+Remove any filters from the search bar. Then, click the physical warehouse :guilabel:`Location` that
-   Products can *not* be stored in a :guilabel:`View` :guilabel:`Location Type`.
+was previously created to be a child location (e.g. `WHA`), and click :guilabel:`Edit`.
 
-.. image:: stock_warehouses/stock-warehouses-location-types.png
+Change the :guilabel:`Parent Location` field from :guilabel:`Physical Locations` to the virtual
+warehouse's **stock location** (e.g. `VWH/Stock`) from the drop-down menu, and click
+:guilabel:`Save`.
+
+.. important::
+   To select the virtual warehouse's stock location in the :guilabel:`Parent Location` drop-down
+   menu, the parent warehouse stock location (e.g. `VWH/Stock`) **must**  have its
+   :guilabel:`Location Type` set to :guilabel:`Internal Location`.
+
+.. image:: stock_warehouses/configure-physical-wh.png
+   :align: center
+   :alt: Set the child warehouse's *Parent Location* to the virtual warehouse.
+
+Repeat the preceding steps to configure two or more child warehouses.
+
+Once complete, the virtual, parent warehouse (e.g. `VWH/Stock`) fulfills orders using stock from
+child warehouses (e.g. `WHA` and `WHB`), if there is insufficient stock in any one location.
+
+Set virtual stock location as 'view'
+====================================
+
+Set the virtual stock location's :guilabel:`Location Type` to :guilabel:`View`, as it is a
+non-existent location used to group various physical warehouses together.
+
+To do that, navigate to :menuselection:`Inventory app --> Configuration --> Locations`.
+
+Click the virtual warehouse's stock location (e.g. `VWH/Stock`) that was :ref:`previously created
+<inventory/routes/virtual-wh>`, from the :guilabel:`Locations` list.
+
+On the location form, under the :guilabel:`Additional Information` heading, set the
+:guilabel:`Location Type` to :guilabel:`View`. :guilabel:`Save` the changes.
+
+.. image:: stock_warehouses/set-location-type-view.png
    :align: center
    :alt: Warehouse location types in location creation screen.
 
-Configure physical warehouse locations
+.. tip::
-======================================
+   To view the total quantity across **all** linked child warehouses, go to the product form and
+   click the :guilabel:`On Hand` smart button.
 
-Navigate back to the :guilabel:`Locations` overview (via the breadcrumbs), and remove any filters
+   .. image:: stock_warehouses/on-hand.png
-in the :guilabel:`Search Bar`. Then, click into the first physical warehouse :guilabel:`Location`
+      :align: center
-that was previously created to be a *child location*, and click :guilabel:`Edit`.
+      :alt: Display stock across all linked warehouses.
 
-Under :guilabel:`Parent Location`, select the virtual warehouse from the drop-down menu, and
+Example: sell products from a virtual warehouse
-:guilabel:`Save` changes. Then, navigate back to the :guilabel:`Locations` overview, and repeat this
+===============================================
-step for the second physical warehouse stock location. Be sure to :guilabel:`Save` changes again.
 
-Both locations are now *child locations* of the virtual warehouse *parent location*. This allows
+To sell products from multiple warehouses using a virtual parent location, the database must have at
-stock to be taken from multiple locations to fulfill a single sales order, if there is not enough
+least **two** warehouses configured — with at least **one** product, with quantity on-hand in each
-stock in any one location (provided they are both tied to the same virtual warehouse *parent
+warehouse, respectively.
-location*).
 
-Example flow: Sell a product from a virtual warehouse
+.. example::
-=====================================================
+   The following product, `Toy soldier`, is available at each location with the quantities:
 
-.. note::
+   - `WHA/Stock` : 1
-   To sell products from multiple warehouses using a virtual *parent* location in this flow, there
+   - `WHB/Stock` : 2
-   must be at least **two** products and at least **two** warehouses configured - with at least
+   - Warehouses `WHA` and `WHB` are child warehouses of the virtual warehouse `VWH`.
-   **one** product with quantity on-hand in each warehouse, respectively.
 
-To create a new request for quotation, or RFQ, navigate to the :menuselection:`Sales` app, and
+Create a quotation for the product by navigating to the :menuselection:`Sales` app and clicking
-click :guilabel:`Create` from the :guilabel:`Quotations` overview. Fill out the information on the
+:guilabel:`Create`. On the quote, add a :guilabel:`Customer`, and click :guilabel:`Add a product` to
-new quotation by adding a :guilabel:`Customer`, and click :guilabel:`Add a product` to add the two
+add the two products stored in the two warehouses.
-products stored in the two warehouses.
 
 Then, click the :guilabel:`Other Info` tab on the sales order form. Under the :guilabel:`Delivery`
-section, change the :guilabel:`Warehouse` field value listed to the virtual warehouse that was
+section, change the :guilabel:`Warehouse` field value to the virtual warehouse that was
-previously created. Once the warehouse has been changed, click :guilabel:`Confirm` to convert the
+:ref:`previously created <inventory/routes/virtual-wh>`. Next, :guilabel:`Confirm` the sales order.
-quotation into a sales order.
 
-Now that the quotation has been confirmed as a sales order, click the :guilabel:`Delivery` smart
+.. image:: stock_warehouses/set-virtual-wh.png
-button. From the warehouse delivery form, confirm that the :guilabel:`Source Location` value matches
+   :align: center
-the :guilabel:`Warehouse` field value from the sales order. Both should list the virtual warehouse
+   :alt: Set virtual warehouse as the *Warehouse* field in sales order's *Other Info* tab.
-location.
 
-.. important::
+Then, click the :guilabel:`Delivery` smart button. From the warehouse delivery form, confirm that
-   The :guilabel:`Source Location` on the warehouse delivery form and the :guilabel:`Warehouse`
+the :guilabel:`Source Location` value matches the :guilabel:`Warehouse` field value from the sales
-   under the :guilabel:`Other Info` tab on the sales order form *must* match in order for the
+order. Both should list the virtual warehouse location.
-   products included in the sales order to be pulled from different warehouses.
 
-  - If the virtual warehouse is not the value in the :guilabel:`Source Location` field on the
+Finally, on the warehouse delivery form, under the :guilabel:`Detailed Operations` tab, confirm that
-    warehouse delivery form, then click :guilabel:`Edit`, make the change, and click
+the :guilabel:`Locations` in the :guilabel:`From` column for each product match the child locations
-    :guilabel:`Save`.
+that are tied to the virtual parent location.
-  - If the virtual warehouse is not the value in the :guilabel:`Warehouse` field on the sales order,
-    then a new quotation may need to be generated.
-  - If the :guilabel:`Warehouse` field is missing on the sales order form, then the virtual
-    warehouse (and its children warehouses) may not have been set up correctly, in which case,
-    review the documentation above again to make sure all settings/configuration were done properly.
 
-.. image:: stock_warehouses/stock-warehouses-delivery-order.png
+.. image:: stock_warehouses/delivery-order.png
    :align: center
    :alt: Delivery order with matching source and child locations.
 
-Finally, on the warehouse delivery form, under the :guilabel:`Detailed Operations` tab, confirm
+.. important::
-that the *Locations* values under the :guilabel:`From` column for each product matches to the *child
+   The :guilabel:`Source Location` on the warehouse delivery form, and the :guilabel:`Warehouse`
-locations* that are tied to the virtual *parent location*.
+   under the :guilabel:`Other Info` tab on the sales order, **must** match for products in the sales
+   order to be pulled from different warehouses.
 
-.. note::
+  - If the virtual warehouse is not in the :guilabel:`Source Location` field on the warehouse
-   To view which *Locations* the products are coming from on the drop-down menus, click the
+    delivery form, retry product reservation by:
-   :guilabel:`internal link (arrow)` icon to expand the *Location* information. If needed, it can be
-   changed from here (granted there is quantity on hand for the product in that location).
 
-Once everything has been properly set, click :guilabel:`Validate` and then :guilabel:`Apply` to
+    - Running the scheduler: turn on :ref:`developer mode <developer-mode>`, and then go to
-validate the delivery. Then, navigate back to the sales order form (via the breadcrumbs), and
+      :menuselection:`Inventory app --> Operations --> Run Scheduler`.
-click :guilabel:`Create Invoice` to invoice for the sales order.
+    - Clicking :guilabel:`Check Availability` on the delivery order.
+  - If the virtual warehouse is **not** assigned to the :guilabel:`Warehouse` field on the sales
+    order, then cancel it, and create a new sales order with the virtual warehouse set in the
+    :guilabel:`Warehouse` field.
+  - If the :guilabel:`Warehouse` field is missing on the sales order form, then the multiple child
+    warehouses may not have been set up correctly. Review the :ref:`previous section
+    <inventory/routes/child-wh>` to ensure the correct settings.
 
 .. tip::
    To use a virtual *parent* location as the default warehouse for sales orders, each salesperson
-   can have the virtual warehouse assigned to them from the drop-down menu next to
+   should have the virtual warehouse assigned to them from the drop-down menu next to
    :guilabel:`Default Warehouse` on their employee form.
 
    .. image:: stock_warehouses/stock-warehouses-employee-form.png