diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst index a4f54a0bc..df5642b7d 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst @@ -2,99 +2,138 @@ Create a second warehouse ========================= -A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set -up multiple warehouses and transfer stored items between them. +In Odoo *Inventory*, a *warehouse* is a physical building or space where items are stored. By +default, each Odoo database has one warehouse already pre-configured, with the address set as the +company's address. -By default, the Odoo platform has one warehouse that is already configured, with the address set as -the company's address. To create a second warehouse, select :menuselection:`Configuration --> -Warehouses`, then click :guilabel:`Create` and configure the form as follows: +However, it is possible to set up multiple additional warehouses, and transfer stored items between +them. -- :guilabel:`Warehouse`: the full name of the warehouse -- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name - for the default warehouse in Odoo is **WH** -- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns - the Odoo database or the company of a customer or vendor -- :guilabel:`Address`: the address where the warehouse is located +Configuration +============= -.. important:: - The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in - :menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more - information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules - `. +To create a second warehouse, the *Storage Locations* feature must be enabled. To enable this +feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Under the +:guilabel:`Warehouse` section, tick the checkbox next to :guilabel:`Storage Locations`, and +:guilabel:`Save` changes. -- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments - should follow -- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse -- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse -- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside - the warehouse -- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the - warehouse -- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being - created - -.. image:: create_a_second_warehouse/new-warehouse-configuration.png +.. image:: create_a_second_warehouse/create-a-second-warehouse-enabled-setting.png :align: center - :alt: A filled out form for creating a new warehouse. + :alt: Warning pop-up window for creating a second warehouse before enabling Storage Locations. + +.. note:: + Creating a second warehouse without first enabling the *Storage Locations* feature triggers a + :guilabel:`Warning` pop-up window. It indicates creating a second warehouse automatically + activates the *Storage Locations* setting. + +Create new warehouse +==================== + +To create a new warehouse, navigate to :menuselection:`Inventory app --> Configuration --> +Warehouses`, and click :guilabel:`New`. Doing so opens a blank warehouse creation form. + +Fill out the following fields as necessary: + +- :guilabel:`Warehouse`: the full name of the warehouse. +- :guilabel:`Short Name`: the abbreviated code used to identify the warehouse, i.e. `WH2` (the short + name for the default warehouse in Odoo is `WH`). +- :guilabel:`Company`: the company that owns the warehouse. This can be set as the company that owns + the Odoo database or the company of a customer or vendor. +- :guilabel:`Address`: the address where the warehouse is located. By default, this is set to the + company's address in the database. + +.. image:: create_a_second_warehouse/create-a-second-warehouse-new-warehouse-settings.png + :align: center + :alt: Filled out warehouse name and address settings on warehouse creation form. + +Under the :guilabel:`Warehouse Configuration` tab, configure the warehouse's main workflow in the +:guilabel:`Shipments` section, and set available replenishment methods in the :guilabel:`Resupply` +section. .. important:: - Creating a second warehouse will automatically enable the *Storage Locations* setting, which - allows location tracking of products within a warehouse. To toggle this setting, navigate to - :menuselection:`Configuration --> Settings` and click the checkbox under the - :guilabel:`Warehouse` heading. + The :guilabel:`Shipments` and :guilabel:`Resupply` sections only appear if the + :guilabel:`Multi-Step Routes` checkbox is enabled in :menuselection:`Inventory app --> + Configuration --> Settings`, under the :guilabel:`Warehouse` heading. For more information about + routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules `. -After filling out the form, click :guilabel:`Save` and the new warehouse will be created. +In the :guilabel:`Shipments` section, choose between one, two, or three-step processes for both +incoming and outgoing shipments. + +In the :guilabel:`Resupply` section, edit the following settings: + +- :guilabel:`Dropship Subcontractors`: enable this feature to coordinate with vendors, and have + components dropshipped directly to subcontractors for manufacturing. +- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied with goods from this + warehouse. +- :guilabel:`Manufacture to Resupply`: when products are manufactured, they can be delivered to this + warehouse. +- :guilabel:`Manufacture`: the route that should be followed when manufacturing goods inside the + warehouse. Choose from one, two, and three-step production. +- :guilabel:`Buy to Resupply`: when products are purchased, they can be delivered to this warehouse. +- :guilabel:`Resupply From`: Check the box next to the other warehouses from which this warehouse + can replenish products. If the current warehouse does not have the stock, it can also pull + products from these selected warehouses in the database. Automatic resupply routes will be created + accordingly. + +.. image:: create_a_second_warehouse/create-a-second-warehouse-warehouse-configuration-tab.png + :align: center + :alt: Filled out Warehouse Configuration tab settings on warehouse creation form. + +Once ready, click :guilabel:`Save` to save the new warehouse's settings. Add inventory to a new warehouse ================================ -If a new warehouse is created that has existing inventory in it, the inventory counts should be -added to Odoo so that the stock listed in the Odoo database reflects what is in the physical -warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory --> -Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment -form can then be filled out as follows: +If a new warehouse is created to represent a real-world storage location with existing stock, update +the warehouse's stock using an inventory adjustment. -- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to - by -- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse - and any locations within it that inventory will be added to -- :guilabel:`Products`: include all products that will be added to inventory or leave blank to - select any product during the next step -- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect - inventory adjustments for new warehouses since they have no existing inventory -- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the - inventory -- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a - customer or vendor -- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added - should default to stock on hand or zero; does not affect inventory adjustments for new warehouses - since they have no existing inventory +.. seealso:: + :doc:`count_products` -.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png - :align: center - :alt: A filled out form for an inventory adjustment. +To perform an inventory adjustment, navigate to :menuselection:`Inventory app --> Operations --> +Physical Inventory`, and click :guilabel:`New`. Doing so adds a new line at the bottom of the list +of inventory adjustments. -Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next -page where products can be added to the inventory adjustment. Add a new product by clicking on -:guilabel:`Create` and then fill out the product line as follows: +Configure the line by filling out the following fields as necessary: -- :guilabel:`Product`: the product being added to inventory -- :guilabel:`Location`: the location where the product is currently stored in the new warehouse; - this can be set as the overall warehouse or a location within the warehouse +- :guilabel:`Location`: the location where the product is currently stored in the new warehouse. + This can be set as the overall warehouse, or a location within the warehouse. +- :guilabel:`Product`: the product being added to inventory. - :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to - identify it -- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory - is being adjusted; this should be zero for a new location or warehouse -- :guilabel:`Counted`: the amount of the product that is being added to inventory -- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will - automatically update to reflect the value entered in the :guilabel:`Counted` column -- :guilabel:`UoM`: the unit of measure used for counting the product + identify it, if the product is tracked. +- :guilabel:`On Hand Quantity`: the total quantity of the product stored in the location for which + inventory is being adjusted. For a new warehouse or location where a count or a prior inventory + adjustment has not taken place, this should be set to `0.00`. +- :guilabel:`UoM`: the unit of measure (UoM) used for counting the product. +- :guilabel:`Counted Quantity`: the amount of the product being added to inventory. +- :guilabel:`Difference`: the difference between the on-hand and counted quantities. This + automatically updates to reflect the value entered in the :guilabel:`Counted Quantity` column. +- :guilabel:`Scheduled Date`: the date selected for the next inventory count for this product. +- :guilabel:`User`: the user who recorded the inventory adjustment in the database. -.. image:: create_a_second_warehouse/product-line-configuration.png +.. image:: create_a_second_warehouse/create-a-second-warehouse-inventory-adjustment.png :align: center - :alt: Include a line for each product being added to inventory. + :alt: Filled out inventory adjustment line for product in new warehouse. -After adding all the products already stored in the new warehouse, click :guilabel:`Validate -Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will -update to reflect those in the :guilabel:`Counted` column and the products added will appear in the -inventory of the new warehouse. +Once each line for the products being added to the new warehouse is configured, click +:guilabel:`Apply` on each line to apply the new inventory counts. + +The values in the :guilabel:`On Hand Quantity` column update to reflect those in the +:guilabel:`Counted Quantity` column, and the products added appear in the new warehouse's stock. + +.. note:: + If products tracked using a lot number or serial number are added without specifying the tracking + number, a :guilabel:`Tracked Products in Inventory Adjustment` pop-up window appears upon + clicking :guilabel:`Apply` on that product's line. + + The pop-up indicates tracked products were added, but the lots/serial numbers were not defined. + To apply the adjustment without the numbers, click :guilabel:`Apply`. To add the numbers before + applying, click :guilabel:`Discard`, and add the numbers. Then, once ready, click + :guilabel:`Apply` again. + + .. image:: create_a_second_warehouse/create-a-second-warehouse-popup-window.png + :align: center + :alt: Tracked Products in Inventory Adjustment pop-up window. + +.. seealso:: + :doc:`warehouses_locations` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-enabled-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-enabled-setting.png new file mode 100644 index 000000000..704405485 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-enabled-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-inventory-adjustment.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-inventory-adjustment.png new file mode 100644 index 000000000..64bb27fa1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-inventory-adjustment.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-new-warehouse-settings.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-new-warehouse-settings.png new file mode 100644 index 000000000..b7d69a065 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-new-warehouse-settings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-popup-window.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-popup-window.png new file mode 100644 index 000000000..7b2012473 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-popup-window.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-warehouse-configuration-tab.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-warehouse-configuration-tab.png new file mode 100644 index 000000000..a5f20f888 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/create-a-second-warehouse-warehouse-configuration-tab.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png deleted file mode 100644 index 9f48bb7d6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/inventory-adjustment-configuration.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png deleted file mode 100644 index 05bd52d16..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/new-warehouse-configuration.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png deleted file mode 100644 index ffdead1b6..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse/product-line-configuration.png and /dev/null differ