Merge pull request #417 from odoo/13.0-inventory-initial_stock-lau

[ADD] inventory: new V13 doc about setting initial stock
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Lau-Odoo 2019-10-10 11:36:22 +02:00 committed by GitHub
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@ -6,6 +6,6 @@ Process Overview
:titlesonly:
:glob:
process/sale_to_delivery
process/receive_in_stock
process/deliver_from_stock
process/initial_stock

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@ -18,7 +18,7 @@ forecasted number of units. If you want to include a product on
receipts/deliveries but dont need to track its stock, you can set it as
*consumable*.
.. image:: media/deliver_from_stock_02png
.. image:: media/deliver_from_stock_02.png
:align: center
Deliver Products from Stock

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@ -0,0 +1,99 @@
========================
Create Storable Products
========================
The first step to use the inventory application is to create products in
your database via the menu *Master Data > Products*. Click the Create
button and enter the name of your product.
.. image:: media/initial_stock_01.png
:align: center
Set the product as *storable*, in order to track the stock for this
product and be able to include it in an inventory adjustment.
.. image:: media/initial_stock_02.png
:align: center
Set the product as *storable*, in order to track the stock for this
product and be able to include it in an inventory adjustment.
.. image:: media/initial_stock_02.png
:align: center
Inventory Adjustment for Multiple Products
==========================================
Once you have created all your *storable products*, you can create an
*inventory adjustment* to determine their current stock level in Odoo.
You therefore need to go to *Operations > Inventory Adjustments* and
create a new one.
.. image:: media/initial_stock_03.png
:align: center
You have to enter a title for your *inventory adjustment* and you can
then decide if you want to proceed to the *inventory adjustment* of
all products or only some of them. For a first *inventory adjustment*,
I suggest you to keep the *Products* field empty. You can then *Start
Inventory*.
.. image:: media/initial_stock_04.png
:align: center
If you already have some products in stock, Odoo will add the lines with
the theoretical quantity currently in stock. You can also add new lines
with your other products.
.. image:: media/initial_stock_05.png
:align: center
.. note::
If your products are tracked by Serial/Lot numbers, you will have an
additional column allowing you to specify those for the different units
added to the inventory adjustment.
Odoo will highlight in red the lines for which there is a difference
between the theoretical quantity on hand, which is automatically
computed by the system, and the counted quantity you manually entered.
Once all the necessary products have been entered, you can hit
*Validate Inventory* and the quantities on hand of your different
products will be updated.
Inventory Adjustment for one Product
====================================
On each storable product, you have access to the *Update Quantity*
button.
.. image:: media/initial_stock_06.png
:align: center
When clicking this button, you see the current stock you have for this
product. You can edit the existing lines or create new ones to add stock
of your product in different locations and/or add new serial/lot
numbers.
.. image:: media/initial_stock_07.png
:align: center
Once you come back to your product, you see that the quantity on hand as
been updated taking your modification into account.
.. image:: media/initial_stock_08.png
:align: center
.. note::
If you work with product variants, the quantity on hand will show you
the total quantity in stock for the product template, taking the
different variants into account.
By default, the quantity on hand of the product form will show you the
number of products that are part of your warehouse view location,
meaning which are part of an internal type sub-location of this
warehouse. It means that if you have any product in a location that
isnt under the main warehouse location, they wont appear in the stock
on hand stat button.
.. image:: media/initial_stock_09.png
:align: center

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@ -1,191 +0,0 @@
============================
From procurement to delivery
============================
Overview
========
Inventory is the heart of your business. It can be really complicated,
but with Odoo, doing a receipt or a delivery has never been easier. We
will show you in this document how easy to do a full process, from the
receipt to the delivery.
Odoo inventory is fully integrated with other applications, such as
**Purchase**, **Sales** or **Inventory**. But is not limited to those processes, it
is also fully integrated with our **e-Commerce**, **Manufacturing** and **Repairs**
applications.
How to process a receipt ?
==========================
Install Purchase application
----------------------------
First, you will need to install the **Purchase Management** application. Go
to :menuselection:`Apps` and install it.
.. image:: media/sale_to_delivery01.png
:align: center
Make a purchase order
---------------------
Go to the **Purchases** applications. The first screen is the **Request for
Quotation** list. Click on the **Create** button.
Fill in the **Vendor** information and click on **Add an Item** to add some
products to your request for quotation.
.. image:: media/sale_to_delivery02.png
:align: center
Click on **Confirm order** when you are sure about the products, prices
and quantity.
Retrieve the Receipt
--------------------
You can retrieve the receipt order in 2 ways:
From the purchase order
~~~~~~~~~~~~~~~~~~~~~~~~
On the top right of your purchase order, you will see a button with the
related **Receipt**:
.. image:: media/sale_to_delivery03.png
:align: center
Click on it to see the **Transfer order**.
From the Inventory Dashboard
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When opening the **Inventory** application, click on **# to receive** to see
the list of your deliveries to process.
.. image:: media/sale_to_delivery04.png
:align: center
In the list, click on the one related to the purchase order:
.. image:: media/sale_to_delivery05.png
:align: center
Process the Receipt
-------------------
.. image:: media/sale_to_delivery06.png
:align: center
To process the stock transfer. Simply click on **Validate** to complete
the transfer. A message will appear asking if you want to process the
whole order, accept it by clicking on **Apply**.
.. note::
Procurements can be automated. Please read our document
:doc:`../../management/adjustment/min_stock_rule_vs_mto`
for more information.
How to process a delivery order ?
=================================
Install Sales application
-------------------------
First, you will need to install the **Sales Management** application. Go to
:menuselection:`Apps` and install it.
.. image:: media/sale_to_delivery07.png
:align: center
Place a sale order
------------------
Go to the **Sales** applications. Click on the **Quotations** button of your
team.
.. image:: media/sale_to_delivery08.png
:align: center
You will get the list of all your quotations. Click on the **Create**
button.
Fill in the **Customer informations** and click on **Add an Item** to add
some products to your quotation.
.. image:: media/sale_to_delivery09.png
:align: center
Click on **Confirm sale** to place the order.
Retrieve the Delivery order
---------------------------
You can retrieve the delivery order in 2 ways:
From the sale order
~~~~~~~~~~~~~~~~~~~~
On the top right of your sale order, you will see a button with the
related **Delivery**:
.. image:: media/sale_to_delivery10.png
:align: center
Click on it to see the **Transfer order**.
From the Inventory Dashboard
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
When opening the **Inventory** application, click on **# to do** to see the
list of your receipts to process.
.. image:: media/sale_to_delivery11.png
:align: center
In the list, click on the one related to the sale order:
.. image:: media/sale_to_delivery12.png
:align: center
.. note::
If the product is not in stock, the sale order will be listed as
**Waiting** on your dashboard.
Process the delivery
--------------------
.. image:: media/sale_to_delivery12.png
:align: center
To process the stock transfer. Simply click on **Validate** to complete
the transfer. A message will appear asking if you want to process the
whole order, accept it by clicking on **Apply**.
.. note::
E-Commerce orders are processed the same way.
.. tip::
You can easily integrate your delivery orders with different
delivery methods. Please read the document
:doc:`../../shipping/setup/delivery_method`.
Advanced flows
===============
In this document, the flows that are explained are the most simple ones.
Odoo also suit for companies having advanced warehouse management.
- By default, only **receipts** and **deliveries** are configured but you can
activate the use of multi-locations and multi-warehouses to do
**internal transfers**.
- **Routes**: you can automate flows with push and pull rules
- **Multi-step** receipts and deliveries can be easily configured for each
warehouse
- Much more: **Barcode scanning**, **serial numbers**, **lots**, **cross-docking**,
**dropshipping**, integration with a **third-party** shipper, **putaway** and
**removal** strategies.... All of it is possible with Odoo.