diff --git a/inventory/routes/concepts/inter_warehouse.rst b/inventory/routes/concepts/inter_warehouse.rst index 1e0150483..56cf561b8 100644 --- a/inventory/routes/concepts/inter_warehouse.rst +++ b/inventory/routes/concepts/inter_warehouse.rst @@ -1,3 +1,134 @@ ===================================== How to do inter-warehouses transfers? -===================================== \ No newline at end of file +===================================== + +If you own different warehouses you might want to transfer goods from +one warehouse to the other. This is very easy thanks to the inventory +application in Odoo. + +Configuration +============= + +First of all you have to select the multi locations option. Go to +:menuselection:`Configuration --> Settings` in the **Inventory application**. +Then tick the **Manage several locations per +warehouse** option. Please don't forget to **apply** your changes. + +.. image:: media/inter01.png + :align: center + +.. tip:: + + This option should also be ticked if you wish to manage different + locations and routes in your warehouse. + +Creating a new warehouse +======================== + +The next step is to create your new warehouse. In the Inventory application +click on :menuselection:`Configuration --> Warehouse Management --> +Warehouses`. You are now able to create your warehouse by clicking on +**Create**. + +Fill in a **Warehouse Name** and a **Short Name**. The short name is 5 +characters maximum. + +.. image:: media/inter02.png + :align: center + +.. tip:: + + please note that the **Short Name** is very important as it will + appear on your transfer orders and other warehouse documents. It might + be smart to use an understandable one (e.g.: WH/[first letters of + location]). + +If you go back to your dashboard, new operations will automatically have +been generated for your new warehouse. + +.. image:: media/inter03.png + :align: center + +Creating a new inventory +======================== + +If you create a new warehouse you might already have an existing +physical inventory in it. In that case you should create an inventory in +Odoo, if not you can skip this step. + +Go into the inventory application, select :menuselection:`Inventory Control --> +Inventory Adjustment`. You can then create a new inventory by clicking on +**Create**. Fill in the **Inventory Reference**, **Date** +and be sure to select the right warehouse and location. + +.. image:: media/inter04.png + :align: center + +Next, click on **Start Inventory**. A new window will open where you will +be able to input your existing products. Select add an item and indicate +the **Real Quantity** available in the warehouse. The theoretical quantity +can not be changed as it represents a computed quantity from purchase +and sales orders. + +.. image:: media/inter05.png + :align: center + +Don't forget to validate your inventory once you have recorder the state of +all yours product. + +Create an internal transfer +=========================== + +The final step is to create your internal transfer. If you want to +tranfer 2 units of a product from your first warehouse to another one in +Brussels, proceed as follows: + +From your dashboard, select a internal movement of one of the two +warehouses. To do so, click on :menuselection:`More --> Transfer`. + +.. image:: media/inter06.png + :align: center + +A new window will open where you will be able to select the source +location zone (in this case our "old warehouse") and the destination +location zone (in this case our "new" warehouse located in Brussels). + +Add the products you want to transfer by clicking on **Add an Item** and +don't forget to **Validate** or **Mark as TODO** once you are done. + +.. image:: media/inter07.png + :align: center + +If you select **Validate**, Odoo will process all quantities to transfer. + +If you select **Mark as TODO**, Odoo will put the transfer in **Waiting +Availability** status. Click on **Reserve** to reserve the amount of +products in your source warehouse. + +It is also possible to manually transfer each product: + +1. Via your dashboard, select the transfer order in the source location. + + .. image:: media/inter08.png + :align: center + +2. Select the right transfer order + + .. image:: media/inter09.png + :align: center + +3. Click on the little pencil logo in the lower right +corner in order to open the operation details window. In this new +window you can manually indicate how much products you process + +.. image:: media/inter10.png + :align: center + +.. tip:: + + If you decide to partially process the transfer order (e.g. a part of the + products can't be shipped yet due to an unexpected event), Odoo will + automatically ask if you wish to create a **backorder**. + Create a backorder if you expect to process the remaining products + later, do not create a backorder if you will not supply/receive the + remaining products. diff --git a/inventory/routes/concepts/media/inter01.png b/inventory/routes/concepts/media/inter01.png new file mode 100644 index 000000000..db15576b9 Binary files /dev/null and b/inventory/routes/concepts/media/inter01.png differ diff --git a/inventory/routes/concepts/media/inter02.png b/inventory/routes/concepts/media/inter02.png new file mode 100644 index 000000000..8a2881f6a Binary files /dev/null and b/inventory/routes/concepts/media/inter02.png differ diff --git a/inventory/routes/concepts/media/inter03.png b/inventory/routes/concepts/media/inter03.png new file mode 100644 index 000000000..56f1a30e6 Binary files /dev/null and b/inventory/routes/concepts/media/inter03.png differ diff --git a/inventory/routes/concepts/media/inter04.png b/inventory/routes/concepts/media/inter04.png new file mode 100644 index 000000000..c3db7fed2 Binary files /dev/null and b/inventory/routes/concepts/media/inter04.png differ diff --git a/inventory/routes/concepts/media/inter05.png b/inventory/routes/concepts/media/inter05.png new file mode 100644 index 000000000..fcaa88b2f Binary files /dev/null and b/inventory/routes/concepts/media/inter05.png differ diff --git a/inventory/routes/concepts/media/inter06.png b/inventory/routes/concepts/media/inter06.png new file mode 100644 index 000000000..3e9ed90cc Binary files /dev/null and b/inventory/routes/concepts/media/inter06.png differ diff --git a/inventory/routes/concepts/media/inter07.png b/inventory/routes/concepts/media/inter07.png new file mode 100644 index 000000000..8e0582d5c Binary files /dev/null and b/inventory/routes/concepts/media/inter07.png differ diff --git a/inventory/routes/concepts/media/inter08.png b/inventory/routes/concepts/media/inter08.png new file mode 100644 index 000000000..6765cc6af Binary files /dev/null and b/inventory/routes/concepts/media/inter08.png differ diff --git a/inventory/routes/concepts/media/inter09.png b/inventory/routes/concepts/media/inter09.png new file mode 100644 index 000000000..07cd5abe0 Binary files /dev/null and b/inventory/routes/concepts/media/inter09.png differ diff --git a/inventory/routes/concepts/media/inter10.png b/inventory/routes/concepts/media/inter10.png new file mode 100644 index 000000000..81da19753 Binary files /dev/null and b/inventory/routes/concepts/media/inter10.png differ