[IMP] inventory: V13 changes on serial numbers and lots docs

inventory/management/lots_serial_numbers/lots.rst

@@ -1,135 +1,137 @@
-=========================================
+=================================
-How to manage lots of identical products?
+Manage lots of identical products
-=========================================
+=================================
-
-Overview
-========
 
 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
+a lot number can help in reporting, quality controls, or any other info.
-info. Lots will help identify a number of pieces having for instance a
+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**
+First, you need to activate the tracking of lot numbers. To do so, go to
-application, go to :menuselection:`Configuration --> Settings`, 
+*Inventory > Configuration > Settings* and tick *Lots & Serial
-select **Track lots or serial numbers**
+Numbers*. Then, click on save.
 
-.. image:: media/lots01.png
+.. image:: media/lots_01.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
     :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
+Go to *Master Data > Products* and open the product of your choice.
-choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by
+There, click on *Edit* and select *Tracking by Lots* in the
-Lots**, then click on **Save**.
+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
+In order to receive a product tracked by lots, you have to specify its
-input the lot number(s).
+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
+Manually assign the different lot numbers
-number and the quantity.
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. 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
+Copy/paste lot number from an Excel file
-in new lot numbers, or only use existing ones.
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. note::
+Once the spreadsheet containing the lot numbers you received from your
-    In the scanner interface, you just have to scan the lot numbers.
+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
+.. image:: media/serial_numbers_06.png
---------------------
-
-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
     :align: center
 
-You can also just do the inventory of a lot. In this case, you will have
+.. image:: media/serial_numbers_05.png
-to fill in the **Lot number**. You can also create a new lot from here. Just
+    :align: center
-type in the number, a window will pop out to link the number to a
-product.
 
-.. 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 
+The lot number given to the products allows you to keep track of where
-:menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots`
+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::
+Now, if you want to locate the lot number, you can do so by clicking on
-    * :doc:`differences`
+the *Location* stat button.
-    * :doc:`serial_numbers`
+
+.. image:: media/serial_numbers_11.png
+    :align: center
+
+.. image:: media/serial_numbers_12.png
+    :align: center

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
+If you want to do it or run very advanced traceability, the Odoo
-every transactions. You can track the current location of the product
+double-entry management is the feature you need.
-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.
 
-The double-entry management in Odoo enables you to run very advanced
+Configurations
-traceability.
+==============
-
-Setting up
-==========
 
 Application configuration
 -------------------------
 
-You need activate the tracking of serial numbers in the settings. In the
+First, you need to activate the serial numbers tracking. To do so, go to
-**Inventory** application, go to :menuselection:`Configuration --> Settings`, 
+*Configuration > Settings* in the *Inventory* application. Then,
-select **Track lots or serial numbers**.
+enable the feature and hit save.
 
-.. image:: media/serial_numbers01.png
+.. 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 
+.. image:: media/serial_numbers_02.png
-of your choice. Click on **Edit**, and in the **Inventory** tab, select **By Unique
+    :align: center
-Serial Number**, then click on **Save**.
 
-.. image:: media/serial_numbers02.png
+.. 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,
+To receive a product that is tracked by serial number, you have to
-you have to input the number(s).
+specify its serial number. Of course, you have several ways of doing so:
-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.
 
-Click on the serial number icon :
+-  Manual assignation
 
-.. image:: media/serial_numbers03.png
+-  Multi-assignation
+
+-  Copy/pasting from an Excel file
+
+Whatever could be your favorite way to assign serial numbers, you
+firstly 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 serial
+Manual assignation of the different serial numbers
-numbers.
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-.. image:: media/serial_numbers04.png
+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.
+
+.. image:: media/serial_numbers_05.png
     :align: center
 
-If you move products that already have serial numbers assigned, those
+Multi-assignation
-will appear in the list. Just click on the **+** icon to confirm that you
+~~~~~~~~~~~~~~~~~
-are moving those serial numbers.
 
-.. image:: media/serial_numbers05.png
+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.
+
+Once done, click on *Assign Serial Numbers* and Odoo will do the rest.
+
+.. image:: media/serial_numbers_06.png
     :align: center
 
-.. note::
+.. image:: media/serial_numbers_07.png
-    In the scanner interface, you just have to scan the serial numbers.
-
-Inventory adjustment
---------------------
-
-Inventory of a product tracked by serial numbers can be done in 2 ways:
-
--  Classic inventory by products
-
--  Inventory of a serial number
-
-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 serial numbers, just type in a new number in the
-column.
-
-.. image:: media/serial_numbers06.png
     :align: center
 
-The quantity should be 1 for each line.
+Copy/pasting from an Excel file
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-You can also just do the inventory of a serial number. In this case, you
+To use copy/pasting, open the spreadsheet containing the serial numbers
-will have to fill in the serial number. You can also create a new one
+you received and copy the list. Then, past them in the *Lot/Serial
-from here. Just type in the number, a window will pop out to link it to
+Number Name* column of the wizard. Doing so, Odoo will automatically
-a product.
+create the lines you need.
 
-.. image:: media/serial_numbers07.png
+.. image:: media/serial_numbers_08.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
+Using serial numbers allows you to keep track of where the products were
-they were received, put in stock, to whom they were sold and where they
+received, put in stock, to whom they were sold, and where they were
-were shipped to.
+shipped to.
 
-To track an item, open the **Inventory** module, and in :menuselection:`Inventory
+Tracking an item is easy: open the *Inventory* app, and go to *Master
-Control --> Serial Numbers/lots`, click on the serial number corresponding
+Data > Lots/Serial Numbers* and click on the serial number
-to your search.
+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
+.. 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
-
-.. image:: media/serial_numbers09.png
     :align: center
 
-.. seealso::
+And, if you want to locate a serial number, you can do so by clicking on
-    * :doc:`differences`
+the *Location* button available on the serial number form.
-    * :doc:`lots`
+
+.. image:: media/serial_numbers_14.png
+    :align: center
+
+.. image:: media/serial_numbers_15.png
+    :align: center