[IMP] inventory: V13 changes on serial numbers and lots docs

[IMP] inventory: V13 changes on serial numbers and lots docs
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=========================================
How to manage lots of identical products?
=========================================
Overview
========
=================================
Manage lots of identical products
=================================
Lots are useful for products you receive in great quantity and for which
a lot number can help in reportings, quality controls, or any other
info. Lots will help identify a number of pieces having for instance a
a lot number can help in reporting, quality controls, or any other info.
Lots will help identify a number of pieces having, for instance, a
production fault. It can be useful for a batch production of clothes or
food.
Odoo has the capacity to manage lots ensuring compliance with the
Odoo has the capacity to manage lots, ensuring compliance with the
traceability requirements imposed by the majority of industries.
The double-entry management in Odoo enables you to run very advanced
traceability.
Setting up
Setting Up
==========
Application configuration
Application Configuration
-------------------------
You need activate the tracking of lots in the settings. In the **Inventory**
application, go to :menuselection:`Configuration --> Settings`,
select **Track lots or serial numbers**
First, you need to activate the tracking of lot numbers. To do so, go to
*Inventory > Configuration > Settings* and tick *Lots & Serial
Numbers*. Then, click on save.
.. image:: media/lots01.png
:align: center
In order to have an advanced management of the lots, you should also
select **Manage several locations per warehouse**.
.. image:: media/lots02.png
:align: center
Then click on **Apply**.
Operation types configuration
-----------------------------
You also need to set up how you will manage lots for each operations.
In the **Inventory** application, go to
:menuselection:`Configuration --> Operation Types`.
For each type (receipts, internal transfers, deliveries,...), you can
set if you can create new lot numbers or only use existing lot numbers.
.. image:: media/lots03.png
.. image:: media/lots_01.png
:align: center
Product Configuration
---------------------
Finally, you have to configure which products you want to track in lots.
Now, you have to configure which products you want to track by serial
numbers.
Go into :menuselection:`Inventory Control --> Products`, and open the product of your
choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by
Lots**, then click on **Save**.
Go to *Master Data > Products* and open the product of your choice.
There, click on *Edit* and select *Tracking by Lots* in the
inventory tab.
.. image:: media/lots04.png
.. image:: media/serial_numbers_02.png
:align: center
Manage lots
.. image:: media/serial_numbers_03.png
:align: center
Manage Lots
===========
Transfers
---------
Receipts
--------
In order to process a transfer of a product tracked by lot, you have to
input the lot number(s).
In order to receive a product tracked by lots, you have to specify its
lot numbers. You have several ways of doing so:
Click on the lot icon :
1. Manually assign the different lot numbers
.. image:: media/lots05.png
2. Copy/paste lot numbers from an Excel file
First, you need to open the detailed operations of your picking.
.. image:: media/serial_numbers_04.png
:align: center
A window will pop-up. Click on **Add an item** and fill in the lot
number and the quantity.
Manually assign the different lot numbers
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. image:: media/lots06.png
When opening the detailed operations, you can click on *Add a line*.
Then, you will be able to fill the lot number in. Once done, you can
click on *Add a line* again to register a new lot number.
.. image:: media/serial_numbers_05.png
:align: center
Depending on your operation type configuration, you will be able to fill
in new lot numbers, or only use existing ones.
Copy/paste lot number from an Excel file
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. note::
In the scanner interface, you just have to scan the lot numbers.
Once the spreadsheet containing the lot numbers you received from your
supplier and copy the list. Then, you can paste them in the *Lot/Serial
Number Name* column for Odoo to automatically create the necessary
lines. After that, you will have to manually enter the number of
products that are contained in each one of the lots.
Inventory adjustment
--------------------
Inventory of a product tracked by lot can be done in 2 ways:
- Classic inventory by products
- Inventory of a lot
When doing a classic inventory, there is a **Serial Number** column. If the
product has already been assigned with a number, it is already
pre-filled.
Click on **Add an item** if the product has not been inventoried yet. You
can easily create lots, just type in a new lot number in the column.
.. image:: media/lots07.png
.. image:: media/serial_numbers_06.png
:align: center
You can also just do the inventory of a lot. In this case, you will have
to fill in the **Lot number**. You can also create a new lot from here. Just
type in the number, a window will pop out to link the number to a
product.
.. image:: media/serial_numbers_05.png
:align: center
.. image:: media/lots08.png
.. image:: media/serial_numbers_07.png
:align: center
Operation Types
---------------
Of course, you also have the possibility to define how you will manage
lots for each operation type. To do so, open the *Inventory* app and
go to *Configuration > Operation Types*.
For each type (receipts, internal transfers, deliveries, …), you can
decide if you allow to create new lot numbers or only use existing ones.
By default, the creation of new lots is only allowed at product
reception, and using existing lot numbers isnt allowed in this
operation. If you have inter-warehouse transfers and track products by
lots, it can be useful to allow using existing lot numbers in receipts
too.
.. image:: media/serial_numbers_08.png
:align: center
Lots traceability
=================
You can check the lot traceability from
:menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots`
The lot number given to the products allows you to keep track of where
they were received, put in stock, to whom they were sold and where they
were shipped to.
.. image:: media/lots09.png
To track an item, open the *Inventory* module and, in *Master Data >
Lots/Serial Numbers*, click on the lot number corresponding to your
search.
.. image:: media/serial_numbers_09.png
:align: center
You can have more details by clicking on the **Traceability** button :
When you open the *Traceability* information, you see in which
documents the lot number has been used.
.. image:: media/lots10.png
.. image:: media/serial_numbers_10.png
:align: center
.. seealso::
* :doc:`differences`
* :doc:`serial_numbers`
Now, if you want to locate the lot number, you can do so by clicking on
the *Location* stat button.
.. image:: media/serial_numbers_11.png
:align: center
.. image:: media/serial_numbers_12.png
:align: center

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================================
How to work with serial numbers?
================================
========================
Work with serial numbers
========================
Introduction
============
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 Number Tracking is used to track products with serial numbers on
every transactions. You can track the current location of the product
with serial numbers. When the products are moved from one location to
another location, the system will automatically identify the current
location of the product based on last movement of the product. So you
can get the last location where the products are moved.
If you want to do it or run very advanced traceability, the Odoo
double-entry management is the feature you need.
The double-entry management in Odoo enables you to run very advanced
traceability.
Setting up
==========
Configurations
==============
Application configuration
-------------------------
You need activate the tracking of serial numbers in the settings. In the
**Inventory** application, go to :menuselection:`Configuration --> Settings`,
select **Track lots or serial numbers**.
First, you need to activate the serial numbers tracking. To do so, go to
*Configuration > Settings* in the *Inventory* application. Then,
enable the feature and hit save.
.. image:: media/serial_numbers01.png
:align: center
.. image:: media/serial_numbers_01.png
:align: center
Then click on **Apply**.
Product Configuration
Product configuration
---------------------
Finally, you have to configure which products you want to track in lots.
Now, you have to configure the products you want to track by serial
numbers. To do so, go to *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.
Go into :menuselection:`Inventory Control --> Products`, and open the product
of your choice. Click on **Edit**, and in the **Inventory** tab, select **By Unique
Serial Number**, then click on **Save**.
.. image:: media/serial_numbers_02.png
:align: center
.. image:: media/serial_numbers02.png
:align: center
.. image:: media/serial_numbers_03.png
:align: center
Manage Serial Numbers
=====================
Transfers
---------
Receipts
--------
In order to process a transfer of a product tracked by serial number,
you have to input the number(s).
In order to be able to assign serial numbers to products with tracking features
enabled you will first need to mark your transfer as to do. Click on the **Mark
as TODO** button to display the Lot Split icon.
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:
Click on the serial number icon :
- Manual assignation
.. image:: media/serial_numbers03.png
:align: center
- Multi-assignation
A window will pop-up. Click on **Add an item** and fill in the serial
numbers.
- Copy/pasting from an Excel file
.. image:: media/serial_numbers04.png
:align: center
Whatever could be your favorite way to assign serial numbers, you
firstly need to open the detailed operations of your picking.
If you move products that already have serial numbers assigned, those
will appear in the list. Just click on the **+** icon to confirm that you
are moving those serial numbers.
.. image:: media/serial_numbers_04.png
:align: center
.. image:: media/serial_numbers05.png
:align: center
Manual assignation of the different serial numbers
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. note::
In the scanner interface, you just have to scan the 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.
Inventory adjustment
--------------------
.. image:: media/serial_numbers_05.png
:align: center
Inventory of a product tracked by serial numbers can be done in 2 ways:
Multi-assignation
~~~~~~~~~~~~~~~~~
- Classic inventory by products
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.
- Inventory of a serial number
Once done, click on *Assign Serial Numbers* and Odoo will do the rest.
When doing a classic inventory, there is a **Serial Number** column. If the
product has already been assigned with a number, it is already
pre-filled.
.. image:: media/serial_numbers_06.png
:align: center
Click on **Add an item** if the product has not been inventoried yet. You
can easily create serial numbers, just type in a new number in the
column.
.. image:: media/serial_numbers_07.png
:align: center
.. image:: media/serial_numbers06.png
:align: center
Copy/pasting from an Excel file
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The quantity should be 1 for each line.
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.
You can also just do the inventory of a serial number. In this case, you
will have to fill in the serial number. You can also create a new one
from here. Just type in the number, a window will pop out to link it to
a product.
.. image:: media/serial_numbers_08.png
:align: center
.. image:: media/serial_numbers07.png
:align: center
.. image:: media/serial_numbers_09.png
:align: center
.. image:: media/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 *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:: media/serial_numbers_11.png
:align: center
.. 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.
Serial Number traceability
==========================
The serial number given to these items allow you to keep track of where
they were received, put in stock, to whom they were sold and where they
were shipped to.
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.
To track an item, open the **Inventory** module, and in :menuselection:`Inventory
Control --> Serial Numbers/lots`, click on the serial number corresponding
to your search.
Tracking an item is easy: open the *Inventory* app, and go to *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.
.. image:: media/serial_numbers08.png
:align: center
.. image:: media/serial_numbers_12.png
:align: center
You can have more details by clicking on the **Traceability** button :
.. image:: media/serial_numbers_13.png
:align: center
.. image:: media/serial_numbers09.png
:align: center
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.
.. seealso::
* :doc:`differences`
* :doc:`lots`
.. image:: media/serial_numbers_14.png
:align: center
.. image:: media/serial_numbers_15.png
:align: center