diff --git a/inventory/overview/process.rst b/inventory/overview/process.rst index 8601d6a1a..ae74fa055 100644 --- a/inventory/overview/process.rst +++ b/inventory/overview/process.rst @@ -6,6 +6,6 @@ Process Overview :titlesonly: :glob: - process/sale_to_delivery process/receive_in_stock process/deliver_from_stock + process/initial_stock diff --git a/inventory/overview/process/deliver_from_stock.rst b/inventory/overview/process/deliver_from_stock.rst index 6bd6cf249..e1556c14b 100644 --- a/inventory/overview/process/deliver_from_stock.rst +++ b/inventory/overview/process/deliver_from_stock.rst @@ -18,7 +18,7 @@ forecasted number of units. If you want to include a product on receipts/deliveries but don’t 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 diff --git a/inventory/overview/process/initial_stock.rst b/inventory/overview/process/initial_stock.rst new file mode 100644 index 000000000..3b5c7a3f6 --- /dev/null +++ b/inventory/overview/process/initial_stock.rst @@ -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. 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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.