diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst index 93b85daee..16b279ad2 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst @@ -2,45 +2,94 @@ Locations ========= -A *location* is a specific space within a warehouse. This can be a shelf, room, aisle, etc. There -are three types of locations in Odoo: +In Odoo *Inventory*, a *location* is a specific space within a warehouse. This can be a shelf, room, +aisle, rack, bin, etc. -- *Physical locations* are spaces within a warehouse owned by the user's company. These can be a an - area where items are stored like an aisle or shelf, or an area where operations take place, like - loading and unloading bays. -- *Partner locations* are the same as physical locations except that they exist within the warehouse - of a customer or vendor. -- *Virtual locations* are locations that do not exist physically, but where items that are not in - inventory can be placed. These can be items that have not yet entered inventory, like products - that are on the way to a warehouse, or items that are no longer in inventory due to loss or other - factors. +There are also external and virtual locations. For example, customer locations, and locations +specifically designated as "virtual", instead of real, physical locations. -.. important:: - In order to use locations, the :guilabel:`Storage Locations` setting must be enabled. To do so, - navigate to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the - :guilabel:`Warehouse` heading, and enable the :guilabel:`Storage Locations` checkbox. +Locations allow for the storage of products in designated areas of the warehouse, to help track +inventory accurately. + +Configuration +============= + +To specify storage locations, the *Storage Locations* setting must 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:: use_locations/use-locations-enabled-setting.png + :align: center + :alt: Enabled Storage Location setting in Inventory app settings. + +Once the :guilabel:`Storage Locations` feature is enabled, two additional internal link options +appear below it: :guilabel:`Locations` and :guilabel:`Putaway Rules`. Click :guilabel:`Locations` to +open a list of all existing locations in the warehouse. Create a new location inside a warehouse ======================================== -Starting from the :menuselection:`Inventory` app, select :menuselection:`Configuration --> Locations ---> Create`. The new location form can then be configured as follows: +To create a new location inside a warehouse, navigate to :menuselection:`Inventory app --> +Configuration --> Locations`. Doing so opens a list of all existing locations. Click :guilabel:`New` +to open a new location creation form. -- :guilabel:`Location Name`: the name that will be used to reference the location -- :guilabel:`Parent Location`: the location or warehouse that the new location exists within -- :guilabel:`Location Type`: choose the category that the location belongs to -- :guilabel:`Company`: the company that owns the warehouse that the location is inside of -- :guilabel:`Is a Scrap Location?`: check this box to allow for scrapped/damaged goods to be stored - in this location -- :guilabel:`Is a Return Location?`: check this box to allow products to be returned to this - location -- :guilabel:`Barcode`: the barcode number assigned to the location -- :guilabel:`Removal Strategy`: the :doc:`strategy <../removal_strategies>` for how items - should be taken from inventory +In the :guilabel:`Location Name` field, assign a name for the new location. In the :guilabel:`Parent +Location` field, assign the location that this new location exists in. -.. image:: use_locations/new-location-form.png +.. example:: + A new location `Gate 1` is created. Its parent location is `Dispatch Zone`. In the + :guilabel:`Parent Location` for `Gate 1`, select `Dispatch Zone`. + +In the :guilabel:`Additional Information` section, fill out the necessary details for the new +location. + +In the :guilabel:`Location Type` field, select which type of location this is. There are seven +different types of locations to choose from: + +- :guilabel:`Vendor Location`: virtual location representing the source location for products coming + from vendors. +- :guilabel:`View`: virtual location used to create a hierarchical structure for a warehouse; + aggregates its child locations. **Should not directly contain products**. +- :guilabel:`Internal Location`: physical location inside a warehouse. +- :guilabel:`Customer Location`: virtual location representing the destination location for products + sent to customers. +- :guilabel:`Inventory Loss`: virtual location serving as a counterpart for inventory operations. + Used to correct stock levels of physical inventory. +- :guilabel:`Production`: virtual counterpart location for production operations. This location + consumes components and produces finished products. +- :guilabel:`Transit Location`: counterpart location that should be used in inter-company or + inter-warehouse operations. + +.. image:: use_locations/use-locations-new-location-form.png :align: center - :alt: The form for creating a new location. + :alt: Additional Information section of new location creation form. + +Configure the remaining fields in the :guilabel:`Additional Information` section as follows: + +- :guilabel:`Company`: the company whose warehouse the location is inside of. Leave this field blank + if this location is shared between companies. +- :guilabel:`Is a Scrap Location?`: tick this checkbox to allow for scrapped/damaged goods to be + stored in this location. +- :guilabel:`Is a Return Location?`: tick this checkbox to allow products to be returned to this + location. +- :guilabel:`Barcode`: the barcode assigned to the location. +- :guilabel:`Replenish Location`: tick this checkbox to get all quantities to replenish at this + location. + +In the :guilabel:`Cyclic Counting` section, change the value in the :guilabel:`Inventory Frequency +(Days)` field from the default `0`, if necessary. + +.. image:: use_locations/use-locations-cyclic-counting.png + :align: center + :alt: Cyclic Counting section of new location creation form. + +When different than `0`, the inventory count dates for products stored at this location are +automatically set at the defined frequency. + +In the :guilabel:`Logistics` section, in the :guilabel:`Removal Strategy` field, click the drop-down +menu and select the :doc:`removal strategy <../removal_strategies>` for how items should be removed +from this location. .. _inventory/location-hierarchy: @@ -48,14 +97,22 @@ Create location hierarchies =========================== The *Parent Location* setting on the new location form allows for a location to exist within a -warehouse or another location. Every location can serve as a parent location, and every parent -location can have multiple locations within it, allowing for the creation of a virtually infinite -hierarchical structure. +warehouse, or below another location. + +Every location can serve as a parent location, and every parent location can have multiple locations +within it, allowing for the creation of a hierarchical structure. .. example:: - Location hierarchy could be organized so that a shelf is located within an aisle, which is - located within a room, which is located within the overall warehouse. + Location hierarchy could be organized so that a small refrigerator is located on a specific + shelf, which is located in the warehouse. -To create the location hierarchy in the example above, set the warehouse as the parent of the room, -the room as the parent of the aisle, and the aisle as the parent of the shelf. This can be adapted -to a hierarchy of any magnitude. + .. image:: use_locations/use-locations-hierarchy.png + :align: center + :alt: Location hierarchy of small refrigerator, on a shelf in a warehouse. + + To create the location hierarchy in the example above (`WH/Stock/Shelf 2/Small Refrigerator`), + set the warehouse stock as the parent of the shelf, and the shelf as the parent of the small + refrigerator. This can be adapted to a hierarchy of any magnitude. + +.. seealso:: + :doc:`warehouses_locations` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png deleted file mode 100644 index 52fff3028..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/new-location-form.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-cyclic-counting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-cyclic-counting.png new file mode 100644 index 000000000..352cb3eee Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-cyclic-counting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-enabled-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-enabled-setting.png new file mode 100644 index 000000000..098fdf4f8 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-enabled-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-hierarchy.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-hierarchy.png new file mode 100644 index 000000000..831da299b Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-hierarchy.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-new-location-form.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-new-location-form.png new file mode 100644 index 000000000..74acfe7b6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations/use-locations-new-location-form.png differ