[ADD] purchase: How to purchase in different units of measures than sales?
https://docs.google.com/document/d/1afmogMdbhAHXbnTWcTgaT8aUK2cK90bI7rMxlTILWmM/edit#heading=h.g3uswfy4vhyu
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@ -1,3 +1,136 @@
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=========================================================
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How to purchase in different unit of measures than sales?
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=========================================================
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=========================================================
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In day-to-day business, it may happen that your supplier uses a
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different unit of measure than you do in sales. This can cause confusion
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between sales and purchase representative and even make you lose a lot
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of time converting measures. Luckily in Odoo, you can handle different
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units of measures between sales and purchase very easily.
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Let's take the following examples:
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1) You buy water from a supplier. The supplier is american and sells his
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water in **Gallons**. Your customers however are European. You would
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thus like to see your purchases quantities expressed in **Gallons**
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and the sold quantities in **Liters**.
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2) You buy curtains from a supplier. The supplier sells you the curtains
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in the unit **roll** and you sell the curtains in **square meters**.
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Configuration
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=============
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Install purchase and sales modules
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----------------------------------
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The first step is to make sure that the apps **Sales** and **Purchase** are
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correctly installed.
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+------------+------------+
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| |uom01| | |uom02| |
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+============+============+
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+------------+------------+
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Enable the Unit of Measures option
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----------------------------------
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Enter the purchase module, select :menuselection:`Configuration --> Settings`
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and tick the **Some products may be sold/purchased in different unit of measures
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(advanced)** box.
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.. image:: media/uom08.png
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:align: center
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Specify sales and purchase unit of measures
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-------------------------------------------
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Standard units of measures
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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Let's take the classic units of measures existing in Odoo as first
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example. Please remember that differents units of measures between sales
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and purchase necessarily need to share the same category. Categories
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include: **Unit**, **weight**, **working time**, **volume**, etc.
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.. tip::
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It is possible to create your own category and unit of measure if
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it is not standard in Odoo (see next chapter).
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Let's assume we buy water from our vendors in **Gallons** and sell to our
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customers in **Liters**.
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We go into the purchase module select :menuselection:`Purchase --> Products`.
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Create your own product or select an existing one. In the products
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general information you have the possibility to select the **Unit of
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measure** (will be used in sales, inventory,...) and the **Purchase Unit
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of Measure** (for purchase).
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In this case select **Liters** for **Unit of Measure** and **Gallons** for
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**Purchase Unit of Measure**.
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.. image:: media/uom05.png
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:align: center
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Create your own unit of measure and unit of measure category
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Let's take now our second example (you buy curtains from a supplier, the
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supplier sells you the curtains in the unit **roll** and you sell the
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curtains in **square meters**).
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The two measures are part of two different categories. Remember, you
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cannot relate an existing measure from one category with an existing
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measure of another category. We thus first have to create a shared
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**Measure Category** where both units have a conversion relationship.
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To do so, go into your sales module select
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:menuselection:`Configuration --> Products --> Unit of Measure`.
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Create a new unit of **Measure Category** by selecting
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the dropdown list and clicking on create and edit (see picture below).
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.. image:: media/uom03.png
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:align: center
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Create a new unit of measure. In this case our category will be called
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**Inter-Category-Computation**.
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.. image:: media/uom06.png
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:align: center
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The next step is to create the **Rolls** and **Square meter** units of
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measure and to link them to the new category. To do so, go into your
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purchase module select :menuselection:`Configuration --> Products --> Units of Measure`.
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Create two new units:
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- The **Roll** unit who is part of the Inter-Category-Computation
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category and is the **Reference Unit type** (see picture below). The
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Reference Unit type is the measure set as a reference within the
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category. Meaning that other measures will be converted depending
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on this measure (ex: 1 roll = 10 square meters, 2 rolls = 20
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square meters, etc.).
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.. image:: media/uom04.png
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:align: center
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- For the **Square Meter**, we will specify that ``1 Roll = 10 square meters``
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of curtain. It will thus be necessary to specify that as type,
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the square meter is bigger than the reference unit. The **Bigger
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Ratio** is ``10`` as ``one Roll = 10 square meters``.
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.. image:: media/uom09.png
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:align: center
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It is now possible to input **square meters** as Unit of measure and a
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**Roll** as Purchase Unit of Measure in the product form.
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.. image:: media/uom07.png
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:align: center
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.. seealso::
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* :doc:`configuration`
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.. |uom01| image:: ./media/uom01.png
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.. |uom02| image:: ./media/uom02.png
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