[ADD] inventory: assign new serials

closes odoo/documentation#8730

X-original-commit: 1fc601e7c3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst

@@ -9,6 +9,7 @@ Product tracking
 
    product_tracking/type
    product_tracking/differences
+   product_tracking/create_sn
    product_tracking/serial_numbers
    product_tracking/lots
    product_tracking/expiration_dates

content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst

@@ -0,0 +1,202 @@
+=====================
+Assign serial numbers
+=====================
+
+Assigning serial numbers to individual products allows the for tracking of properties,
+:doc:`expiration dates <expiration_dates>`, and location throughout the supply chain, which
+particularly benefits manufacturers providing after-sales services.
+
+.. seealso::
+   - `Odoo Tutorials: Serial Numbers <https://www.youtube.com/watch?v=ZP-gMz2X5AY>`_
+   - :doc:`serial_numbers`
+
+In Odoo, serial numbers are assigned to products:
+
+- in the :ref:`Detailed Operations page <inventory/product_management/detailed-operations>` on a
+  receipt
+- by clicking the :ref:`Assign Serial Numbers <inventory/product_management/assign-sn>` button on a
+  receipt
+- in the :ref:`Open: Stock move window <inventory/product_management/stock-move-section>` on a
+  receipt
+- when closing a manufacturing order
+- when making an inventory adjustment
+
+.. _inventory/product_management/detailed-operations-popup:
+
+.. figure:: create_sn/assign-serial-numbers.png
+   :align: center
+   :alt: Display the Detailed Operations smart button and bulleted list icon on a receipt.
+
+   Display the **Detailed Operations** smart button and bulleted list icon on a receipt.
+
+Configuration
+=============
+
+To assign serial numbers to products, activate the :guilabel:`Lots and Serial Numbers` feature in
+:menuselection:`Inventory app --> Configuration --> Settings`.
+
+Then, in the :guilabel:`Inventory` tab of an item's product form, set the :guilabel:`Tracking` field
+to :guilabel:`By Unique Serial Number`.
+
+.. seealso::
+   - :ref:`Enable serial numbers <inventory/product_management/enable-lots>`
+   - :ref:`Track products by serial numbers <inventory/product_management/configure-lots>`
+
+.. _inventory/product_management/configure-new-serials:
+
+Next, enable creating new serial numbers by going to :menuselection:`Inventory app --> Configuration
+--> Operations Types`.
+
+From the :guilabel:`Operations Types` page, select the desired operation type (e.g.
+:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the
+:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's
+configuration page.
+
+.. image:: create_sn/create-new.png
+   :align: center
+   :alt: Show "Create New" option is selected on the Receipts operation type.
+
+.. _inventory/product_management/detailed-operations:
+
+Detailed Operations
+===================
+
+Serial numbers can be assigned to products when entering stock for the first time, from the
+:guilabel:`Detailed Operations` page on the receipt. Receipts can be accessed by navigating to
+:menuselection:`Inventory app --> Operations --> Receipts`.
+
+.. important::
+   Serial numbers can **not** be assigned to products on a request for quotation (RfQ) or purchase
+   order (PO) — **only** on a receipt.
+
+   .. figure:: create_sn/purchase-order-or-receipt.png
+      :align: center
+      :alt: Show the purchase order and the Receipt smart button
+
+      Screenshot of a "Purchase Order" with the "Receipt" smart button at the top.
+
+   To record an item's serial number before receiving the item, follow the steps in the next
+   sections to assign serial numbers, but do **not** click the receipt's :guilabel:`Validate`
+   button, until the products are received from the vendor.
+
+Assign a single serial number to a product by clicking the :guilabel:`Detailed Operations` smart
+button on a receipt.
+
+In the :guilabel:`Lot/Serial Number Name` column, manually type in the serial number for a single
+product.
+
+.. image:: create_sn/add-a-line.png
+   :align: center
+   :alt: Add a line on the Detailed Operations page to assign serial numbers.
+
+When finished, click the receipt's breadcrumbs, and the assigned serial numbers are automatically
+saved.
+
+.. _inventory/product_management/assign-sn:
+
+Assign serial numbers
+=====================
+
+To generate new serial numbers in a sequence, click the :guilabel:`+ (plus)` icon in the
+:ref:`product line <inventory/product_management/detailed-operations-popup>`.
+
+.. image:: create_sn/plus-icon.png
+   :align: center
+   :alt: Show the plus icon in the product line.
+
+.. important::
+   If the icon is not visible, ensure the :guilabel:`Create New` option is selected in the
+   :ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
+
+Doing so opens the :guilabel:`Assign Serial Numbers` pop-up window. The :guilabel:`Number of SN`
+field is auto-filled based on the product quantity requiring serial numbers. Manually input the
+first serial number in the :guilabel:`First SN` field, and click :guilabel:`Assign Serial Numbers`
+to generate a sequence of serial numbers based on the first serial number entered.
+
+.. image:: create_sn/assign-numbers-in-sequence.png
+   :align: center
+   :alt: Show Assign Serial numbers pop-up.
+
+.. _inventory/product_management/stock-move-section:
+
+Stock move pop-up window
+========================
+
+For various methods of assigning serial numbers in bulk, click the :guilabel:`⦙≣ (bulleted list)`
+icon in the :ref:`product line <inventory/product_management/detailed-operations-popup>` of a
+receipt.
+
+Add a line
+----------
+
+In the :guilabel:`Open: Stock move` pop-up window that appears, manually input the serial numbers in
+the :guilabel:`Lot/Serial Number` column.
+
+.. image:: create_sn/add-a-line-stock-move.png
+   :align: center
+   :alt: Add a line on the Stock move pop-up.
+
+Generate Serials
+----------------
+
+Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in
+the :guilabel:`Open: Stock move` pop-up window.
+
+.. image:: create_sn/generate-serials.png
+   :align: center
+   :alt: Show generate serials button.
+
+Doing so opens the :guilabel:`Generate Serial numbers` pop-up window, where the first serial number
+is entered in the :guilabel:`First SN` field to generate a sequence of serial numbers, based on the
+first serial number entered.
+
+For more details on how to fill in this pop-up window, :ref:`refer to this section
+<inventory/product_management/assign-sn>`.
+
+Import Serials
+--------------
+
+Assign multiple serial numbers at once by clicking the :guilabel:`Import Serials/Lots` button in the
+:guilabel:`Open: Stock move` pop-up window.
+
+.. important::
+   If the button is not visible, ensure the :guilabel:`Create New` option is selected in the
+   :ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
+
+Doing so opens the :guilabel:`Import Lots` pop-up window. Enter each serial number on a separate
+line in the :guilabel:`Lots/Serial numbers` text field.
+
+.. tip::
+   Copy/paste serial numbers from an existing excel spreadsheet and add them to the
+   :guilabel:`Lots/Serial numbers` text field.
+
+   .. image:: create_sn/copy-from-excel.png
+      :align: center
+      :alt: Show excel sheet to copy serial numbers from.
+
+Tick the :guilabel:`Keep current lines` checkbox to add serial numbers to the list of products, and
+serial numbers in the :guilabel:`Lot/Serial Number` table, in the :guilabel:`Open: Stock move`
+pop-up window. To replace the serial numbers in the list, leave the :guilabel:`Keep current lines`
+option unchecked.
+
+Finally, click :guilabel:`Generate`.
+
+.. example::
+   For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned
+   a serial number in the :guilabel:`Open: Stock move` pop-up window.
+
+   So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are
+   assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial
+   numbers` input field:
+
+   .. code-block::
+
+      124
+      125
+
+   The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in
+   addition** to the serial number, `123`, that has already been assigned.
+
+   .. image:: create_sn/import-serial.png
+      :align: center
+      :alt: Show example of correctly inputting serial numbers in the text field.

content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst

@@ -16,6 +16,8 @@ manufacturers that provide after-sales services to products that they sell and d
 .. seealso::
    :doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`
 
+.. _inventory/product_management/enable-lots:
+
 Enable lots & serial numbers
 ============================
 
@@ -28,7 +30,7 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes.
    :align: center
    :alt: Enabled lots and serial numbers setting.
 
-.. _inventory/serial_numbers/configure:
+.. _inventory/product_management/configure-lots:
 
 Configure serial number tracking on products
 ============================================
@@ -98,60 +100,32 @@ Serial numbers can be assigned for both **incoming** and **outgoing** goods. For
 serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers
 are assigned directly on the sales order form.
 
-Manage serial numbers on receipts
+Assign serial numbers to newly received products
----------------------------------
+------------------------------------------------
 
-Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO).
+Assigning serial numbers to **incoming** goods can be done on the receipt, by clicking the
+:ref:`Detailed Operations smart button <inventory/product_management/detailed-operations>` or by
+clicking the :guilabel:`⦙≣ (bulleted list)` icon in the product line.
 
-To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase app --> Create`. Doing
+.. seealso::
-so reveals a new, blank request for quotation (RFQ) form.
+   :doc:`create_sn`
 
-On this :abbr:`RFQ (request for quotation)` form, fill out the necessary information, by adding a
+.. image:: serial_numbers/assign-serial-numbers.png
-:guilabel:`Vendor`, and by adding the desired products to the :guilabel:`Product` lines, by clicking
+   :align: center
-:guilabel:`Add a product`, under the :guilabel:`Products` tab.
+   :alt: Display the bulleted list icon and Detailed Operations smart buttons.
-
-Choose the desired quantity of the product to order, by changing the number in the
-:guilabel:`Quantity` column.
-
-When the necessary configurations are complete, click :guilabel:`Confirm Order`. This will convert
-the :abbr:`RFQ (request for quotation)` to a purchase order.
-
-Then, click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form page for
-that specific :abbr:`PO (purchase order)`.
 
 .. warning::
-   Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities
+   Clicking :guilabel:`Validate` before assigning a serial number to received quantities will cause
-   will cause a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or
+   a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or serial number
-   serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be
+   for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without
-   validated without a serial number being assigned.
+   a serial number being assigned.
 
-.. image:: serial_numbers/serial-numbers-user-error-popup.png
+   .. image:: serial_numbers/serial-numbers-user-error-popup.png
-   :align: center
+      :align: center
-   :alt: User error popup prompting serial number entry.
+      :alt: User error popup prompting serial number entry.
 
-From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
+There are multiple ways to do this: manually assigning serial numbers, automatically assigning
-horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
+serial numbers, and copy/pasting serial numbers from a spreadsheet.
-:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
-
-In this pop-up, configure a number of different fields, including the assignation of a serial number
-(or serial numbers) under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of
-the pop-up.
-
-There are three ways to do this: manually assigning serial numbers, automatically assigning serial
-numbers, and copy/pasting serial numbers from a spreadsheet.
-
-Assign serial numbers manually
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To assign serial numbers manually, click :guilabel:`Add a line` from the :guilabel:`Detailed
-Operations` pop-up, and first choose the location where the product will be stored under the
-:guilabel:`To` column.
-
-Then, type a new :guilabel:`Serial Number Name`, and set the :guilabel:`Done` quantity in the
-appropriate columns.
-
-Repeat this process for the quantity of products shown in the :guilabel:`Demand` field, and until
-the :guilabel:`Quantity Done` field displays the correct (matching) number of products processed.
 
 Assign serial numbers automatically
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst

@@ -228,7 +228,7 @@ quantities for the picking.
 
    `1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product
    barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the
-   unique serial number for :ref:`product tracking <inventory/serial_numbers/configure>`.
+   unique serial number for :ref:`product tracking <inventory/product_management/configure-lots>`.
 
    .. image:: batch_transfers/barcode-products.png
       :align: center