diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 3bb77fbb4..9711829ec 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -9,6 +9,7 @@ Product tracking product_tracking/type product_tracking/differences + product_tracking/create_sn product_tracking/serial_numbers product_tracking/lots product_tracking/expiration_dates diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst new file mode 100644 index 000000000..ae4e0df93 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/create_sn.rst @@ -0,0 +1,202 @@ +===================== +Assign serial numbers +===================== + +Assigning serial numbers to individual products allows the for tracking of properties, +:doc:`expiration dates `, and location throughout the supply chain, which +particularly benefits manufacturers providing after-sales services. + +.. seealso:: + - `Odoo Tutorials: Serial Numbers `_ + - :doc:`serial_numbers` + +In Odoo, serial numbers are assigned to products: + +- in the :ref:`Detailed Operations page ` on a + receipt +- by clicking the :ref:`Assign Serial Numbers ` button on a + receipt +- in the :ref:`Open: Stock move window ` on a + receipt +- when closing a manufacturing order +- when making an inventory adjustment + +.. _inventory/product_management/detailed-operations-popup: + +.. figure:: create_sn/assign-serial-numbers.png + :align: center + :alt: Display the Detailed Operations smart button and bulleted list icon on a receipt. + + Display the **Detailed Operations** smart button and bulleted list icon on a receipt. + +Configuration +============= + +To assign serial numbers to products, activate the :guilabel:`Lots and Serial Numbers` feature in +:menuselection:`Inventory app --> Configuration --> Settings`. + +Then, in the :guilabel:`Inventory` tab of an item's product form, set the :guilabel:`Tracking` field +to :guilabel:`By Unique Serial Number`. + +.. seealso:: + - :ref:`Enable serial numbers ` + - :ref:`Track products by serial numbers ` + +.. _inventory/product_management/configure-new-serials: + +Next, enable creating new serial numbers by going to :menuselection:`Inventory app --> Configuration +--> Operations Types`. + +From the :guilabel:`Operations Types` page, select the desired operation type (e.g. +:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the +:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's +configuration page. + +.. image:: create_sn/create-new.png + :align: center + :alt: Show "Create New" option is selected on the Receipts operation type. + +.. _inventory/product_management/detailed-operations: + +Detailed Operations +=================== + +Serial numbers can be assigned to products when entering stock for the first time, from the +:guilabel:`Detailed Operations` page on the receipt. Receipts can be accessed by navigating to +:menuselection:`Inventory app --> Operations --> Receipts`. + +.. important:: + Serial numbers can **not** be assigned to products on a request for quotation (RfQ) or purchase + order (PO) — **only** on a receipt. + + .. figure:: create_sn/purchase-order-or-receipt.png + :align: center + :alt: Show the purchase order and the Receipt smart button + + Screenshot of a "Purchase Order" with the "Receipt" smart button at the top. + + To record an item's serial number before receiving the item, follow the steps in the next + sections to assign serial numbers, but do **not** click the receipt's :guilabel:`Validate` + button, until the products are received from the vendor. + +Assign a single serial number to a product by clicking the :guilabel:`Detailed Operations` smart +button on a receipt. + +In the :guilabel:`Lot/Serial Number Name` column, manually type in the serial number for a single +product. + +.. image:: create_sn/add-a-line.png + :align: center + :alt: Add a line on the Detailed Operations page to assign serial numbers. + +When finished, click the receipt's breadcrumbs, and the assigned serial numbers are automatically +saved. + +.. _inventory/product_management/assign-sn: + +Assign serial numbers +===================== + +To generate new serial numbers in a sequence, click the :guilabel:`+ (plus)` icon in the +:ref:`product line `. + +.. image:: create_sn/plus-icon.png + :align: center + :alt: Show the plus icon in the product line. + +.. important:: + If the icon is not visible, ensure the :guilabel:`Create New` option is selected in the + :ref:`receipt's configuration page `. + +Doing so opens the :guilabel:`Assign Serial Numbers` pop-up window. The :guilabel:`Number of SN` +field is auto-filled based on the product quantity requiring serial numbers. Manually input the +first serial number in the :guilabel:`First SN` field, and click :guilabel:`Assign Serial Numbers` +to generate a sequence of serial numbers based on the first serial number entered. + +.. image:: create_sn/assign-numbers-in-sequence.png + :align: center + :alt: Show Assign Serial numbers pop-up. + +.. _inventory/product_management/stock-move-section: + +Stock move pop-up window +======================== + +For various methods of assigning serial numbers in bulk, click the :guilabel:`⦙≣ (bulleted list)` +icon in the :ref:`product line ` of a +receipt. + +Add a line +---------- + +In the :guilabel:`Open: Stock move` pop-up window that appears, manually input the serial numbers in +the :guilabel:`Lot/Serial Number` column. + +.. image:: create_sn/add-a-line-stock-move.png + :align: center + :alt: Add a line on the Stock move pop-up. + +Generate Serials +---------------- + +Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in +the :guilabel:`Open: Stock move` pop-up window. + +.. image:: create_sn/generate-serials.png + :align: center + :alt: Show generate serials button. + +Doing so opens the :guilabel:`Generate Serial numbers` pop-up window, where the first serial number +is entered in the :guilabel:`First SN` field to generate a sequence of serial numbers, based on the +first serial number entered. + +For more details on how to fill in this pop-up window, :ref:`refer to this section +`. + +Import Serials +-------------- + +Assign multiple serial numbers at once by clicking the :guilabel:`Import Serials/Lots` button in the +:guilabel:`Open: Stock move` pop-up window. + +.. important:: + If the button is not visible, ensure the :guilabel:`Create New` option is selected in the + :ref:`receipt's configuration page `. + +Doing so opens the :guilabel:`Import Lots` pop-up window. Enter each serial number on a separate +line in the :guilabel:`Lots/Serial numbers` text field. + +.. tip:: + Copy/paste serial numbers from an existing excel spreadsheet and add them to the + :guilabel:`Lots/Serial numbers` text field. + + .. image:: create_sn/copy-from-excel.png + :align: center + :alt: Show excel sheet to copy serial numbers from. + +Tick the :guilabel:`Keep current lines` checkbox to add serial numbers to the list of products, and +serial numbers in the :guilabel:`Lot/Serial Number` table, in the :guilabel:`Open: Stock move` +pop-up window. To replace the serial numbers in the list, leave the :guilabel:`Keep current lines` +option unchecked. + +Finally, click :guilabel:`Generate`. + +.. example:: + For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned + a serial number in the :guilabel:`Open: Stock move` pop-up window. + + So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are + assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial + numbers` input field: + + .. code-block:: + + 124 + 125 + + The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in + addition** to the serial number, `123`, that has already been assigned. + + .. image:: create_sn/import-serial.png + :align: center + :alt: Show example of correctly inputting serial numbers in the text field. diff --git 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a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst @@ -16,6 +16,8 @@ manufacturers that provide after-sales services to products that they sell and d .. seealso:: :doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots` +.. _inventory/product_management/enable-lots: + Enable lots & serial numbers ============================ @@ -28,7 +30,7 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes. :align: center :alt: Enabled lots and serial numbers setting. -.. _inventory/serial_numbers/configure: +.. _inventory/product_management/configure-lots: Configure serial number tracking on products ============================================ @@ -98,60 +100,32 @@ Serial numbers can be assigned for both **incoming** and **outgoing** goods. For serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers are assigned directly on the sales order form. -Manage serial numbers on receipts ---------------------------------- +Assign serial numbers to newly received products +------------------------------------------------ -Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO). +Assigning serial numbers to **incoming** goods can be done on the receipt, by clicking the +:ref:`Detailed Operations smart button ` or by +clicking the :guilabel:`⦙≣ (bulleted list)` icon in the product line. -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. +.. seealso:: + :doc:`create_sn` -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)`. +.. image:: serial_numbers/assign-serial-numbers.png + :align: center + :alt: Display the bulleted list icon and Detailed Operations smart buttons. .. 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. + Clicking :guilabel:`Validate` before assigning a serial number to received 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. + .. 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. +There are multiple ways to do this: manually assigning serial numbers, automatically assigning +serial numbers, and copy/pasting serial numbers from a spreadsheet. Assign serial numbers automatically ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/assign-serial-numbers.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/assign-serial-numbers.png new file mode 100644 index 000000000..160f7c28c Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/assign-serial-numbers.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst index 4e66da338..2c35e5cb1 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/batch_transfers.rst @@ -228,7 +228,7 @@ quantities for the picking. `1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the - unique serial number for :ref:`product tracking `. + unique serial number for :ref:`product tracking `. .. image:: batch_transfers/barcode-products.png :align: center