diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst index a483553d5..c950cc212 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst @@ -2,93 +2,129 @@ Scrap inventory =============== -In some cases, a product in inventory may be damaged or found to be defective. If it is not possible -to repair or return the product, Odoo *Inventory* allows users to scrap it, ensuring that usable -inventory counts remain accurate. +.. |SP| replace:: :abbr:`SP (Scrap Order)` +.. |SPs| replace:: :abbr:`SPs (Scrap Orders)` -.. tip:: - Scrap orders can be viewed by navigating to :menuselection:`Inventory --> Operations --> Scrap`. - Each scrap order shows the date and time the order was created, along with the product and - quantity that was scrapped. +Sometimes, products in a company's warehouse stock might be found to be damaged or defective, past +the point of being reparable. If it is not possible to repair the product, or return the product to +a vendor, it can be scrapped. - To view the total quantity of each item scrapped, navigate to :menuselection:`Inventory --> - Configuration --> Locations`. Remove the :guilabel:`Internal` filter from the - :guilabel:`Search...` bar to display virtual locations. Finally, select the :guilabel:`Virtual - Locations/Scrap` location. +Odoo *Inventory* allows users to scrap inventory, designating goods or materials that are no longer +usable or sellable for disposal (or recycling). -By default, scrapping a product removes it from physical inventory, and places it in a virtual -location titled *Virtual Locations/Scrap*. A virtual location is **not** a physical space, but -rather a designation in Odoo that is used to track items that are no longer in physical inventory. +Scrapping inventory in a database helps stock counts remain accurate, by removing scrapped products +from physical inventory, and placing it in a virtual scrap location (*Virtual Locations/Scrap*). -.. admonition:: Learn more +.. note:: + *Virtual locations* in Odoo are **not** real, physical spaces in a warehouse. Rather, they are + designated locations in a database that provide tracking of items that shouldn't be counted in a + physical inventory. For more information about virtual locations, see the documentation about the different types of :ref:`locations `. +Configuration +============= + +To use locations in warehouse, including a virtual scrap location, the *Storage Locations* feature +must first be enabled. + +To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down +to the :guilabel:`Warehouse` section. Tick the checkbox next to :guilabel:`Storage Locations` to +enable the feature, and click :guilabel:`Save`. + +.. image:: scrap_inventory/scrap-inventory-enabled-setting.png + :align: center + :alt: Enabled Storage Locations setting in Inventory app settings. + Scrap from stock ================ -To scrap a product located in inventory, begin by navigating to :menuselection:`Inventory --> -Operations --> Scrap`. On the :guilabel:`Scrap Orders` page, click :guilabel:`Create` to configure a -new scrap order. +To create a new scrap order (SP) for an in-stock product, navigate to :menuselection:`Inventory app +--> Operations --> Scrap`, and click :guilabel:`New`. This opens a new |SP| form. -On the scrap order, select the product being scrapped from the :guilabel:`Product` drop-down menu, -then enter the quantity in the :guilabel:`Quantity` field. The :guilabel:`Source Location` defaults -to the location where the product is stored, and the :guilabel:`Scrap Location` defaults to -:guilabel:`Virtual Locations/Scrap`, but either of these can be changed by selecting a different -location from their respective drop-down menus. +Click the drop-down menu in the :guilabel:`Product` field, and select the product that should be +scrapped from inventory. In the :guilabel:`Quantity` field, change the value to the quantity of the +product that should be scrapped (by default, this value is set to `1.00`). -.. image:: scrap_inventory/scrap-order.png +.. image:: scrap_inventory/scrap-inventory-new-scrap-order.png :align: center - :alt: A new scrap order. + :alt: Filled out new scrap order form with product details. -Finally, click :guilabel:`Validate` to scrap the product. The on-hand inventory count for the -scrapped product updates to subtract the scrapped quantity. +The :guilabel:`Source Location` defaults to the location where the product is currently stored. The +:guilabel:`Scrap Location` defaults to the designated scrap location (:guilabel:`Virtual +Locations/Scrap`). Either of these locations can be changed by selecting a different location from +their respective drop-down menus. -Scrap from a receipt, transfer, or delivery -=========================================== +If the scrapping is tied to a specific existing operation, specify the operation in the +:guilabel:`Source Document` field. -It is also possible to scrap products during the receipt, transfer, and delivery operations. This -can be necessary if any products are found to be defective when receiving them into inventory, -transferring them from one location to another, or preparing them for delivery. +The :guilabel:`Company` field displays the company whose warehouse this product belongs to. If a +replenishment rule is set up for the product being scrapped, and if the product should be +replenished, tick the checkbox for :guilabel:`Replenish Quantities`. -To scrap a product during the receipt, transfer, or delivery operations, begin by navigating to the -:menuselection:`Inventory` app. On the :guilabel:`Overview` page, select the :guilabel:`# TO -PROCESS` button on the :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or :guilabel:`Delivery -Orders` card, depending on the type of operation the product is being scrapped from. +Once ready, click :guilabel:`Validate` to complete the new |SP|. Once validated, a +:guilabel:`Product Moves` smart button appears at the top of the form. Click the smart button to +view the details of the scrap operation. -.. note:: - For the :guilabel:`Internal Transfers` card to appear on the :menuselection:`Overview` page of - the :menuselection:`Inventory` app, the :guilabel:`Storage Locations` setting must be enabled. To - do so, navigate to :menuselection:`Configuration --> Settings`, then enable the checkbox next to - :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading. - -Alternatively, a list of all delivery orders, receipts, and transfers can be viewed by navigating to -:menuselection:`Inventory --> Operations --> Transfers`. - -Next, open a delivery order, receipt, or transfer from the corresponding page by clicking on it. A -:guilabel:`Scrap` button appears at the top of the page. Click it to open the :guilabel:`Scrap` -pop-up window. - -.. image:: scrap_inventory/scrap-pop-up.png +.. image:: scrap_inventory/scrap-inventory-product-moves-button.png :align: center - :alt: The scrap pop-up in the Inventory app. + :alt: Product Moves smart button on new scrap order form. -.. important:: - The :guilabel:`Scrap` button will only appear on a receipt that has been validated. This is - because Odoo only allows products to be scrapped once they have been entered into inventory. +.. tip:: + To view the all-time total quantities of scrapped items, navigate to :menuselection:`Inventory + app --> Configuration --> Locations`. Click the :guilabel:`x (remove)` button on the + :guilabel:`Internal` filter in the :guilabel:`Search...` bar, to display virtual locations. -On the :guilabel:`Scrap` pop-up window, select the product being scrapped from the -:guilabel:`Product` drop-down menu. Then, enter the quantity in the :guilabel:`Quantity` field. + Select the :guilabel:`Virtual Locations/Scrap` location. From the :guilabel:`Scrap` location's + form, click the :guilabel:`Current Stock` smart button, at the top of the form. -The :guilabel:`Source Location` defaults to the location where the product is stored, and the -:guilabel:`Scrap Location` defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can -be changed by selecting a different location from their respective drop-down menus. + A list of all scrapped products, and their quantities, is displayed. -Finally, click :guilabel:`Done` to scrap the product. After doing so, the :guilabel:`Scrap` pop-up -window disappears and a :guilabel:`Scraps` smart button appears in the top right of the page. Click -it to view all of the scrap orders created from that operation. + .. image:: scrap_inventory/scrap-inventory-current-stock.png + :align: center + :alt: Current Stock list of all scrapped products in virtual scrap location. -.. image:: scrap_inventory/scraps-smart-button.png +Scrap from an existing operation +================================ + +Scrap orders (SPs) can *also* be created from existing operations, such as receipts, delivery +orders, and internal transfers, before they are entered into, or removed from, stock for an +operation. + +To scrap a product during an operation, navigate to the :menuselection:`Inventory app`. From the +:guilabel:`Inventory Overview`, click the :guilabel:`# To Process` button on an operation's task +card (i.e. the :guilabel:`Receipts` task card). + +.. image:: scrap_inventory/scrap-inventory-receipts-task-card.png :align: center - :alt: The Scraps smart button. + :alt: # To Process button on Receipts task card on Inventory Overview page. + +Then, select an operation to process from the resulting list of existing orders. Doing so opens that +operation's form. + +Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select :guilabel:`Scrap` from the resulting +drop-down menu. This opens a :guilabel:`Scrap Products` pop-up window. + +.. image:: scrap_inventory/scrap-inventory-popup-window.png + :align: center + :alt: Scrap Products pop-up window on operation form. + +From this pop-up window, click the drop-down menu in the :guilabel:`Product` field, and select the +products from the operation that should be scrapped. Adjust the value in the :guilabel:`Quantity` +field, if necessary. + +If the :guilabel:`Product` selected is tracked using a lot or serial number, a +:guilabel:`Lot/Serial` field appears. Specify the tracking number in that field. + +The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be changed, if needed. If a +replenishment rule is set up for the product being scrapped, and if the product should be +replenished, tick the checkbox for :guilabel:`Replenish Quantities`. + +Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart button appears at the top +of the operation form. Click this smart button to view the details of all scrap orders created from +this specific operation. + +.. image:: scrap_inventory/scrap-inventory-scraps-smart-button.png + :align: center + :alt: Scraps smart button showing all scrap orders from operation. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory/scrap-inventory-current-stock.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory/scrap-inventory-current-stock.png new file mode 100644 index 000000000..be378830f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory/scrap-inventory-current-stock.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory/scrap-inventory-enabled-setting.png 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