[ADD] inventory: reassign lots/serial numbers
closes odoo/documentation#9227 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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@ -12,6 +12,7 @@ Product tracking
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product_tracking/create_sn
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product_tracking/serial_numbers
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product_tracking/lots
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product_tracking/reassign
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product_tracking/expiration_dates
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product_tracking/package
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product_tracking/packaging
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@ -0,0 +1,90 @@
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===========================
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Reassign lot/serial numbers
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===========================
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Changing a product's tracking settings to use lots or serial numbers, *after* storing products in
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Odoo without them, can lead to inconsistent records. Follow this documentation to learn how to use
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an inventory adjustment to assign lot or serial numbers to products that were not originally
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assigned lots.
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.. image:: reassign/warning.png
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:align: center
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:alt: Warning message: products in stock have no lot/serial number.
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.. note::
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This document outlines the process of using two inventory adjustments: one to remove incorrect
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records *without* lot numbers, and another to save the quantities *with* the lot numbers.
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.. seealso::
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- :doc:`Set up and use lot numbers <lots>`
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- :doc:`Set up serial numbers <create_sn>`
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- :doc:`Use serial numbers <serial_numbers>`
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Change on-hand quantity to zero
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===============================
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To change the product's settings to track by lots or serial numbers, begin by navigating to
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:menuselection:`Inventory app --> Products --> Products`, and select the intended product.
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Next, click the product's :guilabel:`On Hand` smart button to open the :guilabel:`Update Quantity`
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page. In the :guilabel:`On Hand Quantity` column, change the value to zero.
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.. note::
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If the product is stored in multiple locations, make sure the **total** on hand quantity at
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**all** locations is zero.
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.. image:: reassign/remove-quant.png
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:align: center
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:alt: Show the Inventory Adjustments model, highlighting the "On Hand Quantity" field.
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Change traceability setting
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===========================
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Return to the product form (:menuselection:`Inventory app --> Products --> Products`), and switch to
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the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, change the
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:guilabel:`Tracking` option from :guilabel:`No Tracking` to :guilabel:`By Lots` or :guilabel:`By
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Unique Serial Number`.
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.. seealso::
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:doc:`expiration_dates`
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.. image:: reassign/tracking.png
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:align: center
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:alt: Enable lots and serial numbers.
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Restore on-hand quantity
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========================
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After manually changing the on-hand quantity to zero and changing the :guilabel:`Tracking` setting
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to lots or serial numbers, restore the quantities by clicking the :guilabel:`On Hand` smart button
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from the desired product form.
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On the :guilabel:`Update Quantity` page, because the on-hand quantity had been previously changed to
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zero, a :guilabel:`No Stock On Hand` warning appears on the page. From here, click the
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:guilabel:`New` button in the top-left corner. Doing so reveals a new, modifiable line on the
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:guilabel:`Update Quantity` page. Then, input a desired lot number in the :guilabel:`Lot/Serial
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Number` field, and adjust the :guilabel:`On Hand Quantity` to its original value.
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.. seealso::
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:doc:`../../warehouses_storage/inventory_management/count_products`
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.. image:: reassign/update-quantity.png
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:align: center
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:alt: Fill in the "Lot/Serial Number" and "On Hand Quantity" field.
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.. tip::
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To find the original quantity, and adjust the :guilabel:`On Hand Quantity` accordingly, after
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assigning a new lot or serial number, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon in
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the :guilabel:`On Hand Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History`
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button on the far-right.
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.. image:: reassign/adjustment.png
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:align: center
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:alt: Show the "History" button on the Inventory Adjustments page.
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The inventory adjustment that changed the on-hand quantity to zero is displayed in the
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:guilabel:`Quantity` field.
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.. image:: reassign/history.png
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:align: center
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:alt: Show the history entry.
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