diff --git a/content/applications/inventory_and_mrp/inventory/management.rst b/content/applications/inventory_and_mrp/inventory/management.rst index c479eb9e5..de831b454 100644 --- a/content/applications/inventory_and_mrp/inventory/management.rst +++ b/content/applications/inventory_and_mrp/inventory/management.rst @@ -10,7 +10,6 @@ Warehouse Management management/products management/warehouses - management/replenishment_strategies management/delivery management/incoming management/misc diff --git a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst b/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst deleted file mode 100644 index 700ba73f9..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -==================== -Inventory Adjustment -==================== - -.. toctree:: - :titlesonly: - :glob: - - replenishment_strategies/virtual_warehouses diff --git a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst b/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst deleted file mode 100644 index 7a41dee9b..000000000 --- a/content/applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst +++ /dev/null @@ -1,53 +0,0 @@ -=============================== -Resupply from another Warehouse -=============================== - -Configuration -============= - -In order to be able to resupply from another warehouse, you need to -activate \*multi-step routes\*. - -.. image:: virtual_warehouses/virtual-warehouses-settings.png - :align: center - :alt: Enable Multi-Step Routes in an Odoo database's settings - -You can then access your warehouses via :menuselection:`Inventory --> Configuration --> -Warehouses`. -Enter the warehouse which should be resupplied by another one. You will -have the possibility to directly indicate through which warehouse it -gets resupplied. - -.. image:: virtual_warehouses/virtual_warehouses_02.png - :align: center - -By activating this option, a new route will now be available on your -products \*Supply Product from Second warehouse\*. It can now be -selected, along with either a \*reordering rule\* or a \*make to -order\*. - -.. image:: virtual_warehouses/virtual_warehouses_03.png - :align: center - -For the demonstration, I set a reordering rule with a minimum of 5 units -in stock and a maximum of 10 units in stock, having currently 0 units on -hand. I will run the scheduler by going to :menuselection:`Inventory --> Operations --> -Run scheduler`. - -.. image:: virtual_warehouses/virtual_warehouses_04.png - :align: center - -The system automatically creates two pickings, one \*delivery order\* -from my Second Warehouse which contains the necessary products, and a -receipt in my main warehouse WH/Stock for the same products. 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b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst index 2ea9cc1f7..4c5eac8d6 100644 --- a/content/applications/inventory_and_mrp/inventory/management/warehouses.rst +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst @@ -9,3 +9,4 @@ Warehouses :glob: warehouses/difference_warehouse_location + warehouses/warehouse_replenishment_transfer diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst new file mode 100644 index 000000000..4c52264f6 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst @@ -0,0 +1,150 @@ +======================================================== +Transfer products between warehouses using replenishment +======================================================== + +For companies that use multiple warehouses, it is often necessary to transfer items between them. +This is referred to as an *inter-warehouse transfer*. Odoo *Inventory* handles the administrative +process of inter-warehouse transfers to ensure that inventory counts remain accurate during and +after the transfer. This document will detail the method for conducting an inter-warehouse transfer +using replenishment. + +Configure warehouses for inter-warehouse replenishment +====================================================== + +First, ensure the :guilabel:`Multi-Step Routes` setting is enabled by navigating to +:menuselection:`Inventory --> Configuration --> Settings`, and then check the box under the +:guilabel:`Warehouse` tab. This will provide additional configuration options when creating a second +warehouse that are needed for inter-warehouse replenishment. + +By default, Odoo comes with a main warehouse already configured. If an additional warehouse has not +already been created, do so now from the :guilabel:`Inventory` module by selecting +:menuselection:`Configuration --> Warehouses --> Create`. Otherwise, select the warehouse that +products will be transferred to from the :guilabel:`Warehouses` page and then click :guilabel:`Edit` +to change its settings. Configure the warehouse as follows: + +- :guilabel:`Warehouse`: choose a name that is not already being used for another warehouse (e.g. + `Alternative Warehouse`) +- :guilabel:`Short Name`: choose a short name by which the warehouse will be identified (e.g. + `ALT_WH`) + +Click :guilabel:`Save` and the new warehouse will be created. In addition, a new :guilabel:`Resupply +From` field will appear on the warehouse's form. Click :guilabel:`Edit` and then check the box next +to the warehouse that will be used to resupply the warehouse that is currently being configured. + +.. image:: warehouse_replenishment_transfer/new-warehouse-configuration.png + :align: center + :alt: A warehouse settings form configured to allow resupplying between warehouses. + +.. note:: + For the purposes of this demonstration, the warehouse that products are transferred from + (outgoing) will be titled "San Francisco", and the warehouse that products are transferred to + (incoming) will be titled "San Francisco 2". + +Configure products for inter-warehouse replenishment +==================================================== + +Products must also be configured properly in order for them to be transferred between warehouses. +Navigate to :menuselection:`Inventory --> Products --> Products` and select an existing product or +:guilabel:`Create` a new one, if necessary. + +Then, on the product form, go to the :guilabel:`Inventory` tab and enable the checkbox for +:guilabel:`X: Supply Product from Y`, with *X* being the warehouse receiving the transferred +products and *Y* being the warehouse that products are transferred from. + +.. image:: warehouse_replenishment_transfer/product-transfer-configuration.png + :align: center + :alt: Enable the checkbox to resupply one warehouse from another. + +Replenish one warehouse from another +==================================== + +Starting in the :menuselection:`Inventory` module, select :menuselection:`Products --> Products` and +then choose the product that will be replenished. Click the :guilabel:`Replenish` button on the top +left of the product page and fill out the pop-up form as follows: + +- :guilabel:`Quantity`: the number of units that will be sent to the warehouse being replenished +- :guilabel:`Scheduled Date`: the date that the replenishment is scheduled to take place +- :guilabel:`Warehouse`: the warehouse that will be replenished +- :guilabel:`Preferred Routes`: select `X: Supply Product from Y`, with *X* being the warehouse to + be replenished and *Y* being the warehouse that the product will be transferred from + +.. image:: warehouse_replenishment_transfer/product-replenishment-form.png + :align: center + :alt: The form for replenishing a product. + +Click :guilabel:`Confirm` and a delivery order will be created for the outgoing warehouse along with +a receipt for the warehouse that will receive the product. Depending on the configuration settings +for the outgoing and incoming warehouses, processing delivery orders and receipts will require +between one and three steps. This document will detail how to process one-step deliveries and +receipts. + +Process the delivery order +-------------------------- + +The first stage of a replenishment order is processing the delivery from the warehouse that the +product is being transferred from. On the :menuselection:`Inventory` dashboard, select the +:guilabel:`X to Process` button on the :guilabel:`Delivery Orders` card for the outgoing warehouse, +then the delivery order created for the replenishment. On the delivery order page, click the +:guilabel:`Check Availability` button in the top left to reserve the quantity of the product to be +transferred. Once the delivery has been dispatched, click the :guilabel:`Validate` button to +register the quantities shipped. + +.. image:: warehouse_replenishment_transfer/delivery-orders-card.png + :align: center + :alt: The delivery orders card for the outgoing warehouse. + +Process the receipt +------------------- + +Once the goods arrive at the incoming warehouse, the receipt created for that warehouse must be +processed as well. Return to the :menuselection:`Inventory` dashboard and select the :guilabel:`X to +Process` button on the :guilabel:`Receipts` card for the incoming warehouse, then the receipt +created for the replenishment. On the receipt page, click the :guilabel:`Validate` button in the top +left of the page to register the quantities received. + +.. image:: warehouse_replenishment_transfer/receipts-card.png + :align: center + :alt: The delivery orders card for the outgoing warehouse. + +After processing the receipt, the products transferred will now appear in the inventory of the +incoming warehouse. The stock numbers for both warehouses can be viewed by returning to the product +page and selecting the :guilabel:`X Units On Hand` button at the top of the screen. + +Automate inter-warehouse replenishment +====================================== + +Using reordering rules, it is possible to automate the process of replenishing one warehouse from +another. + +To get started, navigate to :menuselection:`Inventory --> Products --> Products`, and then +choose the product that will be replenished. From the product page, select the :guilabel:`Reordering +Rules` smart button at the top of the form, and then on the next page, click :guilabel:`Create` to +configure the form as follows: + +- :guilabel:`Location`: the location that the reordering rule will replenish when triggered, in this + case, the incoming warehouse +- :guilabel:`Min Quantity`: when the quantity on hand at the incoming warehouse falls below this + number, the reordering rule will be triggered +- :guilabel:`Max Quantity`: when the reordering rule is triggered, the product will be replenished + at the incoming warehouse up to this quantity +- :guilabel:`Multiple Quantity`: specify if the product should be replenished in batches of a + certain quantity; for example, a product could be replenished in batches of 20 +- :guilabel:`UoM`: the unit of measure used for reordering the product; this value can simply be + `Units`, or a specific unit of measurement for weight, length, etc. + +.. image:: warehouse_replenishment_transfer/reordering-rule-configuration.png + :align: center + :alt: A fully configured reordering rule. + +Finish by clicking :guilabel:`Save` and the reordering rule will be created. Now, when the scheduler +runs automatically each day, a transfer will be created for each reordering rule that has been +triggered. + +.. tip:: + To manually trigger reordering rules, start from the :menuselection:`Inventory` module and select + :menuselection:`Operation --> Run Scheduler`, then click the green :guilabel:`Run Scheduler` + button in the pop-up that appears. + +After the scheduler runs, a delivery order and receipt will be created for the outgoing and incoming +warehouses, respectively. 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If this action is physically -easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive -flow that helps save time when registering those transfers. - -Configuration -============= - -First of all, go to :menuselection:`Configuration --> Settings` and enable **Storage Locations**. -Then, hit save. - -.. image:: inter_warehouse/feature-storage-location.png - :align: center - :alt: Enabling the storage location feature in Odoo Inventory. - -.. important:: - If you want to manage several routes within your warehouses, then enable **Multi-Step Routes** - and check :doc:`use-routes`. - -Creating a new warehouse -======================== - -The next step is to create your new warehouse. To do so, go to :menuselection:`Configuration --> -Warehouse Management --> Warehouses` and click on **Create**. - -Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum. - -.. image:: inter_warehouse/create-new-warehouse.png - :align: center - :alt: Short name field of a warehouse on Odoo Inventory. - -.. important:: - The **Short Name** appears on your transfer orders and other warehouse documents. We recommend - using an understandable one (e.g.: WH/[first letters of location]). - -Now, go back to your dashboard. There, new operations related to your warehouse have been -automatically generated. - -.. image:: inter_warehouse/new-transfer-types.png - :align: center - :alt: Inventory app dashboard displaying new transfer type for the recently created warehouse. - -Creating a new inventory -======================== - -If you create a new warehouse, you might already have an existing inventory in it. In that case, you -should create an inventory in Odoo. If this is not the case, you can skip this step. - -Into the inventory application, select :menuselection:`Operations --> Inventory Adjustment`. -Then, create a new inventory by clicking on **Create**. Fill in the **Inventory Reference**, -**Date** and make sure to select the right warehouse and location. - -.. image:: inter_warehouse/annual-inventory.png - :align: center - :alt: View of the inventory adjustment form before hitting the start button. - -Next, click on **Start Inventory**. You will be able to input your existing products in the new -window. 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 one from purchase and sales -orders. - -.. image:: inter_warehouse/in-progress-annual-inventory.png - :align: center - :alt: View of the actual physical inventory of the new warehouse. - -.. tip:: - Don't forget to validate your inventory once you have recorded the state of all your products. - -Create an internal transfer -=========================== - -The final step is to create your internal transfer. If you want to transfer eight units of a product -from your first warehouse to another one, proceed as follows: - -From your dashboard, select an internal movement of one of the two warehouses. To do so, click on -:menuselection:`Manage --> Planned Transfer`. - -.. image:: inter_warehouse/internal-transfer-choice.png - :align: center - :alt: View of the choice between planned transfer and immediate transfer. - -On the new window, select the source location zone (in this case, your "old" warehouse) and the -destination location zone (in this case, your "new" warehouse). - -Add the products you want to transfer by clicking on **Add an Item**, then click on **Save** and -**Mark as TODO** once you are done. - -.. image:: inter_warehouse/planned-internal-transfer.png - :align: center - :alt: View of the internal transfer form. - -If you selected **Immediate Transfer**, Odoo processes the transfer automatically after you clicked -on **Validate**. - -If you select **Mark as TODO**, Odoo puts the transfer in **Waiting Availability** status. -Click on **Reserve** to reserve the number of products in your source warehouse. - -It is also possible to manually transfer each product: - -- Via your dashboard, select the transfer order in the source location. - -.. image:: inter_warehouse/in-progress-internal-transfer.png - :align: center - :alt: View of the dashboard with a zoom of the pending internal transfer. - -- Select the right transfer order. - -.. image:: inter_warehouse/internal-transfers-list.png - :align: center - :alt: View of the pending internal transfers list. - -- Click on the little pencil logo in the lower right corner to open the operation details window. - In this new window you can manually indicate how many products you process. - -.. image:: inter_warehouse/backorder.png - :align: center - :alt: View of a backorder pop-up window because all products are not moved at the same time. - -.. note:: - If you decide to process the transfer order partially (e.g., a part of the products can't be - shipped yet due to an unexpected event), Odoo automatically asks if you wish to create a - **backorder**. - - - Create a backorder if you expect to process the 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a/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse/new-transfer-types.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse/planned-internal-transfer.png b/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse/planned-internal-transfer.png deleted file mode 100644 index 831a386f3..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse/planned-internal-transfer.png and /dev/null differ diff --git a/redirects/14.0.txt b/redirects/14.0.txt index a74a559b6..27f1ca66d 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -35,6 +35,11 @@ applications/finance/accounting/fiscal_localizations/overview/localizations_list applications/finance/accounting/getting_started/memento.rst applications/finance/accounting/getting_started/cheat_sheet.rst # memento -> cheat_sheet applications/finance/accounting/payables/supplier_bills/manage.rst applications/inventory_and_mrp/purchase/manage_deals/manage.rst # (#3302) +# applications/inventory + +applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst +applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst + # applications/sales applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)