[IMP] inventory: update serial numbers doc

closes odoo/documentation#4481

X-original-commit: af4ad4cf4d
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst

@@ -1,147 +1,317 @@
-========================
-Work with serial numbers
-========================
+====================================
+Use serial numbers to track products
+====================================
 
-To track products with serial numbers, you can use the serial number
-tracking. With them, you can track the current location of the product
-and, when the products are moved from one location to another, the
-system will automatically identify the current location of the product,
-based on its last movement.
+*Serial numbers* are one of the two ways to identify and track products in Odoo. A serial number is
+a unique identifier assigned incrementally (or sequentially) to an item or product, used to
+distinguish it from other items and products.
 
-If you want to do it or run very advanced traceability, the Odoo
-double-entry management is the feature you need.
+Serial numbers can consist of many different types of characters: they can be strictly numerical,
+they can contain letters and other typographical symbols, or they can be a mix of all of the above.
 
-Configurations
-==============
+The goal of assigning serial numbers to individual products is to make sure that every item's
+history is identifiable when it travels through the supply chain. This can be especially useful for
+manufacturers that provide after-sales services to products that they sell and deliver.
 
-Application configuration
--------------------------
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`
 
-First, you need to activate the serial numbers tracking. To do so, go to
-:menuselection:`Configuration --> Settings` in the *Inventory* application. Then,
-enable the feature and hit save.
+Enable lots & serial numbers
+============================
 
-.. image:: serial_numbers/serial_numbers_01.png
-    :align: center
+To track products using serial numbers, the :guilabel:`Lots & Serial Numbers` feature must be
+enabled. To enable this, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll
+down to the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial
+Numbers`. Remember to click the :guilabel:`Save` button to save changes.
 
-Product configuration
----------------------
+.. image:: serial_numbers/serial-numbers-enabled-setting.png
+   :align: center
+   :alt: Enabled lots and serial numbers setting.
 
-Now, you have to configure the products you want to track by serial
-numbers. To do so, go to :menuselection:`Master Data --> Products` and open the product
-of your choice. Edit it and select *Tracking By Unique Serial Number*
-in the *Inventory tab*. Then, click on save.
+Configure serial number tracking on products
+============================================
 
-.. image:: serial_numbers/serial_numbers_02.png
-    :align: center
+Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now
+be tracked using serial numbers. To configure this, go to :menuselection:`Inventory app --> Products
+--> Products`, and choose a desired product to track.
 
-.. image:: serial_numbers/serial_numbers_03.png
-    :align: center
+Once on the product form, click :guilabel:`Edit`, and click the :guilabel:`Inventory` tab.
 
-Manage Serial Numbers
-=====================
+Once on the product form, click :guilabel:`Edit`, navigate to the :guilabel:`Inventory` tab, and
+scroll to the :guilabel:`Traceability` section. Then, select the :guilabel:`By Unique Serial Number`
+option, and click :guilabel:`Save` to save the changes. Existing or new serial numbers can now be
+selected and assigned to newly-received or manufactured batches of this product.
 
-Receipts
---------
+.. image:: serial_numbers/serial-numbers-product-tracking.png
+   :align: center
+   :alt: Enabled serial number tracking on product form.
 
-To receive a product that is tracked by serial number, you have to
-specify its serial number. Of course, you have several ways of doing so:
+.. warning::
+   If a product doesn't have a serial number assigned to it, a user error pop-up window will appear.
+   The error message states that the product(s) in stock have no lot/serial number. However, a
+   lot/serial number can be assigned to the product by making an inventory adjustment.
 
--  Manual assignation
+Create new serial numbers for products already in stock
+-------------------------------------------------------
 
--  Multi-assignation
-
--  Copy/pasting from an Excel file
-
-Whatever could be your favorite way to assign serial numbers, you
-firstly need to open the detailed operations of your picking.
-
-.. image:: serial_numbers/serial_numbers_04.png
-    :align: center
-
-Manual assignation of the different serial numbers
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-When opening the detailed operations, you can click on *Add a line*.
-Then, you will be able to fill in the serial number field. Once done,
-you can click again on *Add a line* to register a new serial number.
-
-.. image:: serial_numbers/serial_numbers_05.png
-    :align: center
-
-Multi-assignation
-~~~~~~~~~~~~~~~~~
-
-By using the multi-assignation of serial numbers, Odoo will
-automatically create the necessary lines. To do so, you have to enter
-the first serial number of your set and the number of products you have
-to assign a serial number to.
-
-Once done, click on *Assign Serial Numbers* and Odoo will do the rest.
-
-.. image:: serial_numbers/serial_numbers_06.png
-    :align: center
-
-.. image:: serial_numbers/serial_numbers_07.png
-    :align: center
-
-Copy/pasting from an Excel file
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-To use copy/pasting, open the spreadsheet containing the serial numbers
-you received and copy the list. Then, past them in the *Lot/Serial
-Number Name* column of the wizard. Doing so, Odoo will automatically
-create the lines you need.
-
-.. image:: serial_numbers/serial_numbers_08.png
-    :align: center
-
-.. image:: serial_numbers/serial_numbers_09.png
-    :align: center
-
-.. image:: serial_numbers/serial_numbers_10.png
-    :align: center
-
-Operation types
-===============
-
-You also have the possibility to define how you will manage lots for
-each operation type. To define it, go to :menuselection:`Configuration --> Operation Types` in the
-*Inventory* app.
-
-For each type, you can decide if you allow the creation of new lot
-numbers or want to use existing ones. By default, the creation of new
-lots is only allowed at product reception.
-
-.. image:: serial_numbers/serial_numbers_11.png
-    :align: center
+New serial numbers can be created for products already in stock with no assigned serial number. To
+do this, go to :menuselection:`Inventory --> Products --> Lots/Serial Numbers`, and click
+:guilabel:`Create`. Doing so reveals a blank lots/serial numbers form. On this form, a new
+:guilabel:`Lot/Serial Number` is generated automatically.
 
 .. tip::
-      If you have inter-warehouse transfers and track products by lots, it can
-      be useful to allow using existing lot numbers in receipts too.
+   While Odoo automatically generates a new lot/serial number to follow the most recent number, it
+   can be edited and changed to any desired number, by clicking the line under the
+   :guilabel:`Lot/Serial Number` field, and changing the generated number.
 
-Serial Number traceability
+Once the :guilabel:`Lot/Serial Number` is generated, click the blank field next to
+:guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new
+number will be assigned.
+
+This form also provides the option to adjust the :guilabel:`Quantity`, to assign a unique
+:guilabel:`Internal Reference` number (for traceability purposes), and to assign this specific
+lot/serial number configuration to a specific website in the :guilabel:`Website` field (if working
+in a multi-website environment).
+
+A detailed description of this specific lot/serial number can also be added in the
+:guilabel:`Description` tab below.
+
+When all desired configurations are complete, click the :guilabel:`Save` button to save all changes.
+
+.. image:: serial_numbers/serial-numbers-new-serial-number.png
+   :align: center
+   :alt: New serial number created for existing product stock.
+
+After a new serial number has been created, assigned to the desired product, and saved, navigate
+back to the product form, by going to :menuselection:`Products --> Products`, and selecting the
+product that this newly-created serial number was just assigned to.
+
+On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new
+serial number.
+
+Manage serial numbers for shipping and receiving
+================================================
+
+Serial numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot
+numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are
+assigned directly on the sales order form.
+
+Manage serial numbers on receipts
+---------------------------------
+
+Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO).
+
+To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase app --> Create`. Doing
+so reveals a new, blank request for quotation (RFQ) form.
+
+On this :abbr:`RFQ (request for quotation)` form, fill out the necessary information, by adding a
+:guilabel:`Vendor`, and by adding the desired products to the :guilabel:`Product` lines, by clicking
+:guilabel:`Add a product`, under the :guilabel:`Products` tab.
+
+Choose the desired quantity of the product to order, by changing the number in the
+:guilabel:`Quantity` column.
+
+When the necessary configurations are complete, click :guilabel:`Confirm Order`. This will convert
+the :abbr:`RFQ (request for quotation)` to a purchase order.
+
+Then, click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form page for
+that specific :abbr:`PO (purchase order)`.
+
+.. warning::
+   Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities
+   will cause a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or
+   serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be
+   validated without a serial number being assigned.
+
+.. image:: serial_numbers/serial-numbers-user-error-popup.png
+   :align: center
+   :alt: User error popup prompting serial number entry.
+
+From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
+horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
+:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
+
+In this pop-up, configure a number of different fields, including the assignation of a serial number
+(or serial numbers) under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of
+the pop-up.
+
+There are three ways to do this: manually assigning serial numbers, automatically assigning serial
+numbers, and copy/pasting serial numbers from a spreadsheet.
+
+Assign serial numbers manually
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To assign serial numbers manually, click :guilabel:`Add a line` from the :guilabel:`Detailed
+Operations` pop-up, and first choose the location where the product will be stored under the
+:guilabel:`To` column.
+
+Then, type a new :guilabel:`Serial Number Name`, and set the :guilabel:`Done` quantity in the
+appropriate columns.
+
+Repeat this process for the quantity of products shown in the :guilabel:`Demand` field, and until
+the :guilabel:`Quantity Done` field displays the correct (matching) number of products processed.
+
+Assign serial numbers automatically
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If a large quantity of products need individual serial numbers assigned to them, Odoo can
+automatically generate and assign serial numbers to each of the individual products.
+
+To accomplish this, start with the :guilabel:`First SN` field in the :guilabel:`Detailed Operations`
+pop-up window, and type the first serial number in the desired order to be assigned.
+
+Then, in the :guilabel:`Number of SN` field, type the total number of items that need
+newly-generated unique serial numbers assigned to them.
+
+Finally, click :guilabel:`Assign Serial Numbers`, and a list will populate with new serial numbers
+matching the ordered quantity of products.
+
+.. image:: serial_numbers/serial-numbers-auto-assign-sn.png
+   :align: center
+   :alt: Automatic serial number assignment in detailed operations popup.
+
+Copy/paste serial numbers from a spreadsheet
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To copy and paste serial numbers from an existing spreadsheet, first populate a spreadsheet with all
+of the serial numbers received from the supplier (or manually chosen upon receipt). Then, copy and
+paste them in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the
+necessary number of lines based on the amount of numbers pasted in the column.
+
+From here, the :guilabel:`To` locations and :guilabel:`Done` quantities can be manually entered in
+each of the serial number lines.
+
+.. image:: serial_numbers/serial-numbers-excel-spreadsheet.png
+   :align: center
+   :alt: List of serial numbers copied in Excel spreadsheet.
+
+.. tip::
+   For purchase orders that include large quantities of products to receive, the best method of
+   serial number assignment is to automatically assign serial numbers using the :guilabel:`Assign
+   Serial Numbers` button located on the :abbr:`PO (purchase order)`. This prevents any serial
+   numbers from being reused or duplicated, and improves traceability reporting.
+
+Once all product quantities have been assigned a serial number, click the :guilabel:`Confirm` button
+to close the pop-up. Then, click :guilabel:`Validate`.
+
+A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the
+:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
+includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
+:guilabel:`Lot/Serial #`, and more.
+
+Once all product quantities have been assigned a serial number, click :guilabel:`Confirm` to close
+the popup, and click :guilabel:`Validate`. A :guilabel:`Traceability` smart button will appear upon
+validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated
+:guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the
+:guilabel:`Product` being traced, the :guilabel:`Lot/Serial #`, and more.
+
+Manage serial numbers on delivery orders
+----------------------------------------
+
+Assigning serial numbers to **outgoing** goods can be done directly from the sales order (SO).
+
+To create an :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales` app, and click the
+:guilabel:`Create` button. Doing so reveals a new, blank quotation form. On this blank quotation
+form, fill out the necessary information, by adding a :guilabel:`Customer`, and adding products to
+the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab), by clicking :guilabel:`Add a
+product`.
+
+Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column.
+
+Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the
+quotation. When the quotation is confirmed, the quotation becomes an :abbr:`SO (sales order)`, and a
+:guilabel:`Delivery` smart button appears.
+
+Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific
+:abbr:`SO (sales order)`.
+
+From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
+horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
+:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
+
+In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with each product of the
+total :guilabel:`Reserved` quantity listed with their unique serial numbers (most likely listed in
+sequential order).
+
+To manually change a product's serial number, click the drop-down menu under :guilabel:`Lot/Serial
+Number`, and choose (or type) the desired serial number. Then, mark the :guilabel:`Done` quantities,
+and click :guilabel:`Confirm` to close the pop-up.
+
+Finally, click the :guilabel:`Validate` button to deliver the products.
+
+.. image:: serial_numbers/serial-numbers-detailed-operations-popup.png
+   :align: center
+   :alt: Serial numbers listed in detailed operations popup.
+
+Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the
+:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
+includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
+:guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned.
+
+The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the
+previous purchase order (PO), if any of the product quantities shared a serial number assigned
+during receipt of that specific :abbr:`PO (purchase order)`.
+
+Manage serial numbers for different operations types
+====================================================
+
+By default in Odoo, the creation of new serial numbers is only allowed upon **receiving** products
+from a purchase order. **Existing** serial numbers cannot be used. For sales orders, the opposite is
+true: new serial numbers cannot be created on the delivery order, only existing serial numbers can
+be used.
+
+To change the ability to use new (or existing) serial numbers on any operation type, go to
+:menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired
+:guilabel:`Operation Type`.
+
+For the :guilabel:`Receipts` operation type, found on the :guilabel:`Operations Types` page, the
+:guilabel:`Use Existing Lots/Serial Numbers` option can be enabled, by selecting
+:guilabel:`Receipts` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, and then
+clicking the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the
+:guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes.
+
+For the :guilabel:`Delivery Orders` operation type, located on the :guilabel:`Operations Types`
+page, the :guilabel:`Create New Lots/Serial Numbers` option can be enabled, by selecting
+:guilabel:`Delivery Orders` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`,
+and clicking the checkbox beside the :guilabel:`Create New Lots/Serial Numbers` option (in the
+:guilabel:`Traceability` section). Be sure to click :guilabel:`Save` to save changes.
+
+.. image:: serial_numbers/serial-numbers-operations-types.png
+   :align: center
+   :alt: Enabled traceability setting in operations type form.
+
+Serial number traceability
 ==========================
 
-Using serial numbers allows you to keep track of where the products were
-received, put in stock, to whom they were sold, and where they were
-shipped to.
+Manufacturers and companies can refer to the traceability reports to see the entire lifecycle of a
+product: where it came from (and when), where it was stored, and who it went to.
 
-Tracking an item is easy: open the *Inventory* app, and go to :menuselection:`Master Data -->
-Lots/Serial Numbers` and click on the serial number corresponding to your search. Then, open the
-*Traceability* information. There, you will see in which documents the serial number has been used.
+To see the full traceability of a product, or group by serial numbers, go to
+:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the
+:guilabel:`Lots/Serial Numbers` dashboard.
 
-.. image:: serial_numbers/serial_numbers_12.png
-    :align: center
+From here, products with serial numbers assigned to them will be listed by default, and can be
+expanded to show what serial numbers have been specifically assigned to them.
 
-.. image:: serial_numbers/serial_numbers_13.png
-    :align: center
+To group by serial numbers (or lots), first remove any default filters from the search bar in the
+upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which
+reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`,
+and click :guilabel:`Apply`.
 
-And, if you want to locate a serial number, you can do so by clicking on
-the *Location* button available on the serial number form.
+Doing so reveals all existing serial numbers and lots, and can be expanded to show all quantities of
+products with that assigned number. For unique serial numbers that are not reused, there should be
+just one product per serial number.
 
-.. image:: serial_numbers/serial_numbers_14.png
-    :align: center
+.. image:: serial_numbers/serial-numbers-reporting-page.png
+   :align: center
+   :alt: Serial numbers reporting page with drop-down lists.
 
-.. image:: serial_numbers/serial_numbers_15.png
-    :align: center
+.. tip::
+   For additional information regarding an individual serial number (or lot number), click the line
+   item for the serial number to reveal that specific serial number's :guilabel:`Serial Number`
+   form. From this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons
+   to see all stock on-hand using that serial number, and any operations made using that serial
+   number.
+
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences`