[IMP] Inventory: Update inter-warehouse replenishment

closes odoo/documentation#3967

Signed-off-by: John Holton (hojo) <hojo@odoo.com>

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

content/applications/inventory_and_mrp/inventory/management/replenishment_strategies.rst

@@ -1,11 +0,0 @@
-:nosearch:
-
-====================
-Inventory Adjustment
-====================
-
-.. toctree::
-   :titlesonly:
-   :glob:
-
-   replenishment_strategies/virtual_warehouses

content/applications/inventory_and_mrp/inventory/management/replenishment_strategies/virtual_warehouses.rst

@@ -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. The source
-document is the \*reordering rule\* which triggered the route \*Supply
-Product from Second warehouse\*.
-
-.. image:: virtual_warehouses/virtual_warehouses_05.png
-   :align: center
-
-.. image:: virtual_warehouses/virtual_warehouses_06.png
-   :align: center
-
-.. image:: virtual_warehouses/virtual_warehouses_07.png
-   :align: center

content/applications/inventory_and_mrp/inventory/management/warehouses.rst

@@ -9,3 +9,4 @@ Warehouses
    :glob:
 
    warehouses/difference_warehouse_location
+   warehouses/warehouse_replenishment_transfer

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. Both the delivery order and receipt should be processed using the same
+method as detailed above.

content/applications/inventory_and_mrp/inventory/routes/concepts.rst

@@ -9,6 +9,5 @@ Concepts
    :glob:
 
    concepts/use-routes
-   concepts/inter_warehouse
    concepts/cross_dock
    concepts/stock_warehouses

content/applications/inventory_and_mrp/inventory/routes/concepts/inter_warehouse.rst

@@ -1,129 +0,0 @@
-=========================
-Inter-warehouse transfers
-=========================
-
-When owning several warehouses, you might need to transfer goods from one warehouse to another.
-Proceeding to such behavior is called *inter-warehouse transfers*. 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 remaining products later.
-   - Do not create a backorder if you will not supply/receive the remaining products.

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)