diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 9711829ec..b838dfa7a 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -12,6 +12,7 @@ Product tracking product_tracking/create_sn product_tracking/serial_numbers product_tracking/lots + product_tracking/reassign product_tracking/expiration_dates product_tracking/package product_tracking/packaging diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst new file mode 100644 index 000000000..b8221feb4 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst @@ -0,0 +1,90 @@ +=========================== +Reassign lot/serial numbers +=========================== + +Changing a product's tracking settings to use lots or serial numbers, *after* storing products in +Odoo without them, can lead to inconsistent records. Follow this documentation to learn how to use +an inventory adjustment to assign lot or serial numbers to products that were not originally +assigned lots. + +.. image:: reassign/warning.png + :align: center + :alt: Warning message: products in stock have no lot/serial number. + +.. note:: + This document outlines the process of using two inventory adjustments: one to remove incorrect + records *without* lot numbers, and another to save the quantities *with* the lot numbers. + +.. seealso:: + - :doc:`Set up and use lot numbers ` + - :doc:`Set up serial numbers ` + - :doc:`Use serial numbers ` + +Change on-hand quantity to zero +=============================== + +To change the product's settings to track by lots or serial numbers, begin by navigating to +:menuselection:`Inventory app --> Products --> Products`, and select the intended product. + +Next, click the product's :guilabel:`On Hand` smart button to open the :guilabel:`Update Quantity` +page. In the :guilabel:`On Hand Quantity` column, change the value to zero. + +.. note:: + If the product is stored in multiple locations, make sure the **total** on hand quantity at + **all** locations is zero. + +.. image:: reassign/remove-quant.png + :align: center + :alt: Show the Inventory Adjustments model, highlighting the "On Hand Quantity" field. + +Change traceability setting +=========================== + +Return to the product form (:menuselection:`Inventory app --> Products --> Products`), and switch to +the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, change the +:guilabel:`Tracking` option from :guilabel:`No Tracking` to :guilabel:`By Lots` or :guilabel:`By +Unique Serial Number`. + +.. seealso:: + :doc:`expiration_dates` + +.. image:: reassign/tracking.png + :align: center + :alt: Enable lots and serial numbers. + +Restore on-hand quantity +======================== + +After manually changing the on-hand quantity to zero and changing the :guilabel:`Tracking` setting +to lots or serial numbers, restore the quantities by clicking the :guilabel:`On Hand` smart button +from the desired product form. + +On the :guilabel:`Update Quantity` page, because the on-hand quantity had been previously changed to +zero, a :guilabel:`No Stock On Hand` warning appears on the page. From here, click the +:guilabel:`New` button in the top-left corner. Doing so reveals a new, modifiable line on the +:guilabel:`Update Quantity` page. Then, input a desired lot number in the :guilabel:`Lot/Serial +Number` field, and adjust the :guilabel:`On Hand Quantity` to its original value. + +.. seealso:: + :doc:`../../warehouses_storage/inventory_management/count_products` + +.. image:: reassign/update-quantity.png + :align: center + :alt: Fill in the "Lot/Serial Number" and "On Hand Quantity" field. + +.. tip:: + To find the original quantity, and adjust the :guilabel:`On Hand Quantity` accordingly, after + assigning a new lot or serial number, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon in + the :guilabel:`On Hand Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History` + button on the far-right. + + .. image:: reassign/adjustment.png + :align: center + :alt: Show the "History" button on the Inventory Adjustments page. + + The inventory adjustment that changed the on-hand quantity to zero is displayed in the + :guilabel:`Quantity` field. + + .. image:: reassign/history.png + :align: center + :alt: Show the history entry. diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/adjustment.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/adjustment.png new file mode 100644 index 000000000..3c21332b6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/adjustment.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/history.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/history.png new file mode 100644 index 000000000..99f050830 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/history.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/remove-quant.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/remove-quant.png new file mode 100644 index 000000000..c425a72fe Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/remove-quant.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/tracking.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/tracking.png new file mode 100644 index 000000000..7033a5569 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/tracking.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/update-quantity.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/update-quantity.png new file mode 100644 index 000000000..eda1e668d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/update-quantity.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/warning.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/warning.png new file mode 100644 index 000000000..552fd41c6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign/warning.png differ