[IMP] inventory: V13 changes on serial numbers and lots docs
@ -1,135 +1,137 @@
|
||||
=========================================
|
||||
How to manage lots of identical products?
|
||||
=========================================
|
||||
|
||||
Overview
|
||||
========
|
||||
=================================
|
||||
Manage lots of identical products
|
||||
=================================
|
||||
|
||||
Lots are useful for products you receive in great quantity and for which
|
||||
a lot number can help in reportings, quality controls, or any other
|
||||
info. Lots will help identify a number of pieces having for instance a
|
||||
a lot number can help in reporting, quality controls, or any other info.
|
||||
Lots will help identify a number of pieces having, for instance, a
|
||||
production fault. It can be useful for a batch production of clothes or
|
||||
food.
|
||||
|
||||
Odoo has the capacity to manage lots ensuring compliance with the
|
||||
Odoo has the capacity to manage lots, ensuring compliance with the
|
||||
traceability requirements imposed by the majority of industries.
|
||||
|
||||
The double-entry management in Odoo enables you to run very advanced
|
||||
traceability.
|
||||
|
||||
Setting up
|
||||
Setting Up
|
||||
==========
|
||||
|
||||
Application configuration
|
||||
Application Configuration
|
||||
-------------------------
|
||||
|
||||
You need activate the tracking of lots in the settings. In the **Inventory**
|
||||
application, go to :menuselection:`Configuration --> Settings`,
|
||||
select **Track lots or serial numbers**
|
||||
First, you need to activate the tracking of lot numbers. To do so, go to
|
||||
*Inventory > Configuration > Settings* and tick *Lots & Serial
|
||||
Numbers*. Then, click on save.
|
||||
|
||||
.. image:: media/lots01.png
|
||||
:align: center
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||||
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||||
In order to have an advanced management of the lots, you should also
|
||||
select **Manage several locations per warehouse**.
|
||||
|
||||
.. image:: media/lots02.png
|
||||
:align: center
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||||
|
||||
Then click on **Apply**.
|
||||
|
||||
Operation types configuration
|
||||
-----------------------------
|
||||
|
||||
You also need to set up how you will manage lots for each operations.
|
||||
In the **Inventory** application, go to
|
||||
:menuselection:`Configuration --> Operation Types`.
|
||||
|
||||
For each type (receipts, internal transfers, deliveries,...), you can
|
||||
set if you can create new lot numbers or only use existing lot numbers.
|
||||
|
||||
.. image:: media/lots03.png
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||||
.. image:: media/lots_01.png
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||||
:align: center
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||||
|
||||
Product Configuration
|
||||
---------------------
|
||||
|
||||
Finally, you have to configure which products you want to track in lots.
|
||||
Now, you have to configure which products you want to track by serial
|
||||
numbers.
|
||||
|
||||
Go into :menuselection:`Inventory Control --> Products`, and open the product of your
|
||||
choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by
|
||||
Lots**, then click on **Save**.
|
||||
Go to *Master Data > Products* and open the product of your choice.
|
||||
There, click on *Edit* and select *Tracking by Lots* in the
|
||||
inventory tab.
|
||||
|
||||
.. image:: media/lots04.png
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||||
.. image:: media/serial_numbers_02.png
|
||||
:align: center
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|
||||
Manage lots
|
||||
.. image:: media/serial_numbers_03.png
|
||||
:align: center
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||||
|
||||
Manage Lots
|
||||
===========
|
||||
|
||||
Transfers
|
||||
---------
|
||||
Receipts
|
||||
--------
|
||||
|
||||
In order to process a transfer of a product tracked by lot, you have to
|
||||
input the lot number(s).
|
||||
In order to receive a product tracked by lots, you have to specify its
|
||||
lot numbers. You have several ways of doing so:
|
||||
|
||||
Click on the lot icon :
|
||||
1. Manually assign the different lot numbers
|
||||
|
||||
.. image:: media/lots05.png
|
||||
2. Copy/paste lot numbers from an Excel file
|
||||
|
||||
First, you need to open the detailed operations of your picking.
|
||||
|
||||
.. image:: media/serial_numbers_04.png
|
||||
:align: center
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||||
|
||||
A window will pop-up. Click on **Add an item** and fill in the lot
|
||||
number and the quantity.
|
||||
Manually assign the different lot numbers
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. image:: media/lots06.png
|
||||
When opening the detailed operations, you can click on *Add a line*.
|
||||
Then, you will be able to fill the lot number in. Once done, you can
|
||||
click on *Add a line* again to register a new lot number.
|
||||
|
||||
.. image:: media/serial_numbers_05.png
|
||||
:align: center
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||||
|
||||
Depending on your operation type configuration, you will be able to fill
|
||||
in new lot numbers, or only use existing ones.
|
||||
Copy/paste lot number from an Excel file
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. note::
|
||||
In the scanner interface, you just have to scan the lot numbers.
|
||||
Once the spreadsheet containing the lot numbers you received from your
|
||||
supplier and copy the list. Then, you can paste them in the *Lot/Serial
|
||||
Number Name* column for Odoo to automatically create the necessary
|
||||
lines. After that, you will have to manually enter the number of
|
||||
products that are contained in each one of the lots.
|
||||
|
||||
Inventory adjustment
|
||||
--------------------
|
||||
|
||||
Inventory of a product tracked by lot can be done in 2 ways:
|
||||
|
||||
- Classic inventory by products
|
||||
|
||||
- Inventory of a lot
|
||||
|
||||
When doing a classic inventory, there is a **Serial Number** column. If the
|
||||
product has already been assigned with a number, it is already
|
||||
pre-filled.
|
||||
|
||||
Click on **Add an item** if the product has not been inventoried yet. You
|
||||
can easily create lots, just type in a new lot number in the column.
|
||||
|
||||
.. image:: media/lots07.png
|
||||
.. image:: media/serial_numbers_06.png
|
||||
:align: center
|
||||
|
||||
You can also just do the inventory of a lot. In this case, you will have
|
||||
to fill in the **Lot number**. You can also create a new lot from here. Just
|
||||
type in the number, a window will pop out to link the number to a
|
||||
product.
|
||||
.. image:: media/serial_numbers_05.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/lots08.png
|
||||
.. image:: media/serial_numbers_07.png
|
||||
:align: center
|
||||
|
||||
Operation Types
|
||||
---------------
|
||||
|
||||
Of course, you also have the possibility to define how you will manage
|
||||
lots for each operation type. To do so, open the *Inventory* app and
|
||||
go to *Configuration > Operation Types*.
|
||||
|
||||
For each type (receipts, internal transfers, deliveries, …), you can
|
||||
decide if you allow to create new lot numbers or only use existing ones.
|
||||
By default, the creation of new lots is only allowed at product
|
||||
reception, and using existing lot numbers isn’t allowed in this
|
||||
operation. If you have inter-warehouse transfers and track products by
|
||||
lots, it can be useful to allow using existing lot numbers in receipts
|
||||
too.
|
||||
|
||||
.. image:: media/serial_numbers_08.png
|
||||
:align: center
|
||||
|
||||
Lots traceability
|
||||
=================
|
||||
|
||||
You can check the lot traceability from
|
||||
:menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots`
|
||||
The lot number given to the products allows you to keep track of where
|
||||
they were received, put in stock, to whom they were sold and where they
|
||||
were shipped to.
|
||||
|
||||
.. image:: media/lots09.png
|
||||
To track an item, open the *Inventory* module and, in *Master Data >
|
||||
Lots/Serial Numbers*, click on the lot number corresponding to your
|
||||
search.
|
||||
|
||||
.. image:: media/serial_numbers_09.png
|
||||
:align: center
|
||||
|
||||
You can have more details by clicking on the **Traceability** button :
|
||||
When you open the *Traceability* information, you see in which
|
||||
documents the lot number has been used.
|
||||
|
||||
.. image:: media/lots10.png
|
||||
.. image:: media/serial_numbers_10.png
|
||||
:align: center
|
||||
|
||||
.. seealso::
|
||||
* :doc:`differences`
|
||||
* :doc:`serial_numbers`
|
||||
Now, if you want to locate the lot number, you can do so by clicking on
|
||||
the *Location* stat button.
|
||||
|
||||
.. image:: media/serial_numbers_11.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers_12.png
|
||||
:align: center
|
Before Width: | Height: | Size: 4.3 KiB |
Before Width: | Height: | Size: 3.7 KiB |
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Before Width: | Height: | Size: 14 KiB |
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Before Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 1.3 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_01.png
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After Width: | Height: | Size: 9.0 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_02.png
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After Width: | Height: | Size: 15 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_03.png
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After Width: | Height: | Size: 14 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_04.png
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After Width: | Height: | Size: 15 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_05.png
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After Width: | Height: | Size: 8.4 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_06.png
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After Width: | Height: | Size: 9.2 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_07.png
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After Width: | Height: | Size: 22 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_08.png
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After Width: | Height: | Size: 13 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_09.png
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After Width: | Height: | Size: 9.7 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_10.png
Normal file
After Width: | Height: | Size: 7.3 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_11.png
Normal file
After Width: | Height: | Size: 5.7 KiB |
BIN
inventory/management/lots_serial_numbers/media/lots_12.png
Normal file
After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 4.3 KiB |
Before Width: | Height: | Size: 9.0 KiB |
Before Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 7.2 KiB |
Before Width: | Height: | Size: 7.8 KiB |
Before Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 9.8 KiB |
Before Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 1.3 KiB |
After Width: | Height: | Size: 9.0 KiB |
After Width: | Height: | Size: 16 KiB |
After Width: | Height: | Size: 16 KiB |
After Width: | Height: | Size: 18 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 9.4 KiB |
After Width: | Height: | Size: 14 KiB |
After Width: | Height: | Size: 9.2 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 13 KiB |
After Width: | Height: | Size: 13 KiB |
After Width: | Height: | Size: 9.6 KiB |
After Width: | Height: | Size: 7.3 KiB |
After Width: | Height: | Size: 5.6 KiB |
After Width: | Height: | Size: 11 KiB |
@ -1,129 +1,149 @@
|
||||
================================
|
||||
How to work with serial numbers?
|
||||
================================
|
||||
========================
|
||||
Work with serial numbers
|
||||
========================
|
||||
|
||||
Introduction
|
||||
============
|
||||
To track products with serial numbers, you can use the serial number
|
||||
tracking. With them, you can track the current location of the product
|
||||
and, when the products are moved from one location to another, the
|
||||
system will automatically identify the current location of the product,
|
||||
based on its last movement.
|
||||
|
||||
Serial Number Tracking is used to track products with serial numbers on
|
||||
every transactions. You can track the current location of the product
|
||||
with serial numbers. When the products are moved from one location to
|
||||
another location, the system will automatically identify the current
|
||||
location of the product based on last movement of the product. So you
|
||||
can get the last location where the products are moved.
|
||||
If you want to do it or run very advanced traceability, the Odoo
|
||||
double-entry management is the feature you need.
|
||||
|
||||
The double-entry management in Odoo enables you to run very advanced
|
||||
traceability.
|
||||
|
||||
Setting up
|
||||
==========
|
||||
Configurations
|
||||
==============
|
||||
|
||||
Application configuration
|
||||
-------------------------
|
||||
|
||||
You need activate the tracking of serial numbers in the settings. In the
|
||||
**Inventory** application, go to :menuselection:`Configuration --> Settings`,
|
||||
select **Track lots or serial numbers**.
|
||||
First, you need to activate the serial numbers tracking. To do so, go to
|
||||
*Configuration > Settings* in the *Inventory* application. Then,
|
||||
enable the feature and hit save.
|
||||
|
||||
.. image:: media/serial_numbers01.png
|
||||
:align: center
|
||||
.. image:: media/serial_numbers_01.png
|
||||
:align: center
|
||||
|
||||
Then click on **Apply**.
|
||||
|
||||
Product Configuration
|
||||
Product configuration
|
||||
---------------------
|
||||
|
||||
Finally, you have to configure which products you want to track in lots.
|
||||
Now, you have to configure the products you want to track by serial
|
||||
numbers. To do so, go to *Master Data > Products* and open the product
|
||||
of your choice. Edit it and select *Tracking By Unique Serial Number*
|
||||
in the *Inventory tab*. Then, click on save.
|
||||
|
||||
Go into :menuselection:`Inventory Control --> Products`, and open the product
|
||||
of your choice. Click on **Edit**, and in the **Inventory** tab, select **By Unique
|
||||
Serial Number**, then click on **Save**.
|
||||
.. image:: media/serial_numbers_02.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers02.png
|
||||
:align: center
|
||||
.. image:: media/serial_numbers_03.png
|
||||
:align: center
|
||||
|
||||
Manage Serial Numbers
|
||||
=====================
|
||||
|
||||
Transfers
|
||||
---------
|
||||
Receipts
|
||||
--------
|
||||
|
||||
In order to process a transfer of a product tracked by serial number,
|
||||
you have to input the number(s).
|
||||
In order to be able to assign serial numbers to products with tracking features
|
||||
enabled you will first need to mark your transfer as to do. Click on the **Mark
|
||||
as TODO** button to display the Lot Split icon.
|
||||
To receive a product that is tracked by serial number, you have to
|
||||
specify its serial number. Of course, you have several ways of doing so:
|
||||
|
||||
Click on the serial number icon :
|
||||
- Manual assignation
|
||||
|
||||
.. image:: media/serial_numbers03.png
|
||||
:align: center
|
||||
- Multi-assignation
|
||||
|
||||
A window will pop-up. Click on **Add an item** and fill in the serial
|
||||
numbers.
|
||||
- Copy/pasting from an Excel file
|
||||
|
||||
.. image:: media/serial_numbers04.png
|
||||
:align: center
|
||||
Whatever could be your favorite way to assign serial numbers, you
|
||||
firstly need to open the detailed operations of your picking.
|
||||
|
||||
If you move products that already have serial numbers assigned, those
|
||||
will appear in the list. Just click on the **+** icon to confirm that you
|
||||
are moving those serial numbers.
|
||||
.. image:: media/serial_numbers_04.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers05.png
|
||||
:align: center
|
||||
Manual assignation of the different serial numbers
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. note::
|
||||
In the scanner interface, you just have to scan the serial numbers.
|
||||
When opening the detailed operations, you can click on *Add a line*.
|
||||
Then, you will be able to fill in the serial number field. Once done,
|
||||
you can click again on *Add a line* to register a new serial number.
|
||||
|
||||
Inventory adjustment
|
||||
--------------------
|
||||
.. image:: media/serial_numbers_05.png
|
||||
:align: center
|
||||
|
||||
Inventory of a product tracked by serial numbers can be done in 2 ways:
|
||||
Multi-assignation
|
||||
~~~~~~~~~~~~~~~~~
|
||||
|
||||
- Classic inventory by products
|
||||
By using the multi-assignation of serial numbers, Odoo will
|
||||
automatically create the necessary lines. To do so, you have to enter
|
||||
the first serial number of your set and the number of products you have
|
||||
to assign a serial number to.
|
||||
|
||||
- Inventory of a serial number
|
||||
Once done, click on *Assign Serial Numbers* and Odoo will do the rest.
|
||||
|
||||
When doing a classic inventory, there is a **Serial Number** column. If the
|
||||
product has already been assigned with a number, it is already
|
||||
pre-filled.
|
||||
.. image:: media/serial_numbers_06.png
|
||||
:align: center
|
||||
|
||||
Click on **Add an item** if the product has not been inventoried yet. You
|
||||
can easily create serial numbers, just type in a new number in the
|
||||
column.
|
||||
.. image:: media/serial_numbers_07.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers06.png
|
||||
:align: center
|
||||
Copy/pasting from an Excel file
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
The quantity should be 1 for each line.
|
||||
To use copy/pasting, open the spreadsheet containing the serial numbers
|
||||
you received and copy the list. Then, past them in the *Lot/Serial
|
||||
Number Name* column of the wizard. Doing so, Odoo will automatically
|
||||
create the lines you need.
|
||||
|
||||
You can also just do the inventory of a serial number. In this case, you
|
||||
will have to fill in the serial number. You can also create a new one
|
||||
from here. Just type in the number, a window will pop out to link it to
|
||||
a product.
|
||||
.. image:: media/serial_numbers_08.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers07.png
|
||||
:align: center
|
||||
.. image:: media/serial_numbers_09.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers_10.png
|
||||
:align: center
|
||||
|
||||
Operation types
|
||||
===============
|
||||
|
||||
You also have the possibility to define how you will manage lots for
|
||||
each operation type. To define it, go to *Configuration > Operation
|
||||
Types* in the *Inventory* app.
|
||||
|
||||
For each type, you can decide if you allow the creation of new lot
|
||||
numbers or want to use existing ones. By default, the creation of new
|
||||
lots is only allowed at product reception.
|
||||
|
||||
.. image:: media/serial_numbers_11.png
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
If you have inter-warehouse transfers and track products by lots, it can
|
||||
be useful to allow using existing lot numbers in receipts too.
|
||||
|
||||
Serial Number traceability
|
||||
==========================
|
||||
|
||||
The serial number given to these items allow you to keep track of where
|
||||
they were received, put in stock, to whom they were sold and where they
|
||||
were shipped to.
|
||||
Using serial numbers allows you to keep track of where the products were
|
||||
received, put in stock, to whom they were sold, and where they were
|
||||
shipped to.
|
||||
|
||||
To track an item, open the **Inventory** module, and in :menuselection:`Inventory
|
||||
Control --> Serial Numbers/lots`, click on the serial number corresponding
|
||||
to your search.
|
||||
Tracking an item is easy: open the *Inventory* app, and go to *Master
|
||||
Data > Lots/Serial Numbers* and click on the serial number
|
||||
corresponding to your search. Then, open the *Traceability*
|
||||
information. There, you will see in which documents the serial number
|
||||
has been used.
|
||||
|
||||
.. image:: media/serial_numbers08.png
|
||||
:align: center
|
||||
.. image:: media/serial_numbers_12.png
|
||||
:align: center
|
||||
|
||||
You can have more details by clicking on the **Traceability** button :
|
||||
.. image:: media/serial_numbers_13.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers09.png
|
||||
:align: center
|
||||
And, if you want to locate a serial number, you can do so by clicking on
|
||||
the *Location* button available on the serial number form.
|
||||
|
||||
.. seealso::
|
||||
* :doc:`differences`
|
||||
* :doc:`lots`
|
||||
.. image:: media/serial_numbers_14.png
|
||||
:align: center
|
||||
|
||||
.. image:: media/serial_numbers_15.png
|
||||
:align: center
|