diff --git a/inventory/management/lots_serial_numbers/lots.rst b/inventory/management/lots_serial_numbers/lots.rst index 8c346aa76..b1f48b937 100644 --- a/inventory/management/lots_serial_numbers/lots.rst +++ b/inventory/management/lots_serial_numbers/lots.rst @@ -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 - -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 - -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 +.. image:: media/lots_01.png :align: center 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 +.. image:: media/serial_numbers_02.png :align: center -Manage lots +.. image:: media/serial_numbers_03.png + :align: center + +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 -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 -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 \ No newline at end of file diff --git a/inventory/management/lots_serial_numbers/media/lots01.png b/inventory/management/lots_serial_numbers/media/lots01.png deleted file mode 100644 index 5cf3bf99f..000000000 Binary files a/inventory/management/lots_serial_numbers/media/lots01.png and /dev/null differ diff --git a/inventory/management/lots_serial_numbers/media/lots02.png b/inventory/management/lots_serial_numbers/media/lots02.png deleted file mode 100644 index 85e847726..000000000 Binary files a/inventory/management/lots_serial_numbers/media/lots02.png and /dev/null differ diff --git a/inventory/management/lots_serial_numbers/media/lots03.png 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b/inventory/management/lots_serial_numbers/media/serial_numbers_15.png differ diff --git a/inventory/management/lots_serial_numbers/serial_numbers.rst b/inventory/management/lots_serial_numbers/serial_numbers.rst index 50fd3a5c1..1dd7b3463 100644 --- a/inventory/management/lots_serial_numbers/serial_numbers.rst +++ b/inventory/management/lots_serial_numbers/serial_numbers.rst @@ -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 \ No newline at end of file