[ADD] Inventory: add create second warehouse

closes odoo/documentation#4325

X-original-commit: f2c1cb228a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
John Holton (hojo) 2023-03-16 20:16:26 +00:00 committed by Sam Lieber (sali)
parent d8824b54df
commit 50d94db102
6 changed files with 103 additions and 0 deletions

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@ -11,3 +11,4 @@ Warehouses
warehouses/resupply_warehouses
warehouses/warehouse_replenishment_transfer
warehouses/warehouses_locations
warehouses/create_a_second_warehouse

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=========================
Create a second warehouse
=========================
A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set
up multiple warehouses and transfer stored items between them.
By default, the Odoo platform has one warehouse that is already configured, with the address set as
the company's address. To create a second warehouse, select :menuselection:`Configuration -->
Warehouses`, then click :guilabel:`Create` and configure the form as follows:
- :guilabel:`Warehouse`: the full name of the warehouse
- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name
for the default warehouse in Odoo is **WH**
- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns
the Odoo database or the company of a customer or vendor
- :guilabel:`Address`: the address where the warehouse is located
.. important::
The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in
:menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more
information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules
<use-routes>`.
- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments
should follow
- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse
- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse
- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside
the warehouse
- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the
warehouse
- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being
created
.. image:: create_a_second_warehouse/new-warehouse-configuration.png
:align: center
:alt: A filled out form for creating a new warehouse.
.. important::
Creating a second warehouse will automatically enable the *Storage Locations* setting, which
allows location tracking of products within a warehouse. To toggle this setting, navigate to
:menuselection:`Configuration --> Settings` and click the checkbox under the
:guilabel:`Warehouse` heading.
After filling out the form, click :guilabel:`Save` and the new warehouse will be created.
Add inventory to a new warehouse
================================
If a new warehouse is created that has existing inventory in it, the inventory counts should be
added to Odoo so that the stock listed in the Odoo database reflects what is in the physical
warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory -->
Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment
form can then be filled out as follows:
- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to
by
- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse
and any locations within it that inventory will be added to
- :guilabel:`Products`: include all products that will be added to inventory or leave blank to
select any product during the next step
- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect
inventory adjustments for new warehouses since they have no existing inventory
- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the
inventory
- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a
customer or vendor
- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added
should default to stock on hand or zero; does not affect inventory adjustments for new warehouses
since they have no existing inventory
.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png
:align: center
:alt: A filled out form for an inventory adjustment.
Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next
page where products can be added to the inventory adjustment. Add a new product by clicking on
:guilabel:`Create` and then fill out the product line as follows:
- :guilabel:`Product`: the product being added to inventory
- :guilabel:`Location`: the location where the product is currently stored in the new warehouse;
this can be set as the overall warehouse or a location within the warehouse
- :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to
identify it
- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory
is being adjusted; this should be zero for a new location or warehouse
- :guilabel:`Counted`: the amount of the product that is being added to inventory
- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will
automatically update to reflect the value entered in the :guilabel:`Counted` column
- :guilabel:`UoM`: the unit of measure used for counting the product
.. image:: create_a_second_warehouse/product-line-configuration.png
:align: center
:alt: Include a line for each product being added to inventory.
After adding all the products already stored in the new warehouse, click :guilabel:`Validate
Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will
update to reflect those in the :guilabel:`Counted` column and the products added will appear in the
inventory of the new warehouse.

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.. _use-routes:
==========================
Routes and Pull/Push Rules
==========================