[IMP] inventory: update wh/loc doc
closes odoo/documentation#9202
X-original-commit: 66fc5639b6
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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===============================
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Manage Warehouses and Locations
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Manage warehouses and locations
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===============================
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Terminology
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@ -8,88 +8,108 @@ Terminology
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Warehouse
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---------
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In Odoo, a *warehouse* is the actual building/place in which a company's items are stocked. Multiple
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warehouses can be set up in Odoo and the user can create moves between warehouses.
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In Odoo *Inventory*, a *warehouse* is a physical building or space where items are stored. By
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default, each Odoo database has one warehouse already pre-configured, with the address set as the
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company's address.
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Multiple warehouses can be set up in Odoo, and stock moves can be created between warehouses.
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.. _inventory/warehouses_storage/difference-warehouse-location:
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Location
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--------
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A **Location** is a specific space within the warehouse. It can be a sublocation of the warehouse
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(a shelf, a floor, an aisle, and so on). Therefore, a location is part of one warehouse only and it
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is not possible to link one location to multiple warehouses. In Odoo, as many locations can be
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configured as needed under one warehouse.
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In Odoo *Inventory*, a *location* is a specific space within a warehouse. This can be a shelf, room,
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aisle, rack, bin, etc. Locations allow for the storage of products in designated areas of the
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warehouse, to help track inventory accurately.
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There are three types of locations:
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A location is only part of *one* warehouse, and can **not** be linked to multiple warehouses. As
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many locations can be configured as needed under one warehouse.
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- The **Physical Locations** are internal locations that are part of the warehouses that the
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company owns. They can be the loading and unloading areas of the warehouse, a shelf, a department,
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etc.
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There are three types of locations in Odoo *Inventory*:
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- The **Partner Locations** are spaces within a customer and/or vendor's warehouse. They work the
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same way as physical locations, with the only difference being that they are not owned by the
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user's company.
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- **Physical Locations**: internal locations within a single warehouse owned by the company. This
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can include shipping and loading docks, aisles, shelves, storage areas, and more.
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- **Partner Locations**: external locations, such as designated spaces in a customer or vendor's
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warehouse. They are similar to physical locations, but they are **not** owned by the user's
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company.
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- **Virtual Locations**: this type of location does not exist as a physical space, but products can
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be "stored" here when they are not physically in an inventory yet. *Inventory Loss* and
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*Procurements* are examples of virtual locations, for products that are lost or in transit to the
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warehouse.
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- The **Virtual Locations** are places that do not exist, but in which products can be placed when
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they are not physically in an inventory yet (or anymore). They come in handy when recording lost
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products (**Inventory Loss**), or accounting for products that are on their way to the warehouse
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(**Procurements**).
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In Odoo, locations are structured hierarchically. Locations can be structured as a tree, dependent
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on a parent-child relationship. This gives more detailed levels of analysis of the stock operations
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and the organization of the warehouses.
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Every location within a warehouse can serve as a parent location, and every parent location can have
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multiple locations within it, allowing for the creation of a hierarchical structure. This allows for
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more detailed levels of analysis of the stock operations and the organization of the warehouses.
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Configuration
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=============
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To activate locations, go to :menuselection:`Configuration --> Settings` and enable
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:guilabel:`Storage Locations`. Then, click :guilabel:`Save`.
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For companies with one warehouse, no additional settings are required to activate before editing the
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warehouse.
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.. image:: warehouses_locations/storage-location-warehouse-setting.png
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For companies with multiple warehouses, and to create locations within a warehouse, the *Storage
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Locations* feature must be enabled.
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To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down
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to the :guilabel:`Warehouse` section. Tick the :guilabel:`Storage Locations` checkbox to enable the
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feature, and click :guilabel:`Save`.
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.. image:: warehouses_locations/warehouses-locations-enabled-setting.png
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:align: center
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:alt: Enable the storage location feature in Odoo Inventory settings.
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:alt: Storage Locations feature enabled in the Inventory app settings.
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.. important::
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To manage several routes within the warehouses, also enable :guilabel:`Multi-Step Routes` and
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check :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes`.
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.. tip::
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To manage warehouse *routes*, such as two-and-three-step receipts and deliveries, enable the
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*Multi-Step Routes* feature from the *Inventory* app settings, as well. For more on routes, see
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:doc:`use_routes`.
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Create a new warehouse
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======================
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To create a warehouse, go to :menuselection:`Configuration --> Warehouse Management --> Warehouses`
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and click on :guilabel:`Create`.
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To create a new warehouse, navigate to :menuselection:`Inventory app --> Configuration -->
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Warehouses`, and click :guilabel:`New`. Doing so opens a blank warehouse creation form.
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Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. The short name is five
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characters maximum.
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Begin by assigning a :guilabel:`Warehouse Name`, and a :guilabel:`Short Name`. The :guilabel:`Short
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Name` field is limited to a **five** character maximum.
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.. image:: warehouses_locations/create-new-warehouse.png
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.. image:: warehouses_locations/warehouses-locations-new-warehouse.png
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:align: center
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:alt: Short name field of a warehouse on Odoo Inventory.
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:alt: New warehouse creation form name configuration fields.
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.. important::
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The :guilabel:`Short Name` appears on transfer orders and other warehouse documents. Odoo
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recommends using an understandable one like "WH/[first letters of location]".
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recommends using an understandable one like `WH/[first letters of location]`.
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Now, go back to the :guilabel:`Inventory` dashboard. There, new operations related to the newly
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created warehouse have been automatically generated.
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For example, a warehouse named `Warehouse #2` might have the :guilabel:`Short Name` `WH2` (the
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short name for the default warehouse in Odoo is `WH`).
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.. image:: warehouses_locations/new-transfer-types.png
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Once the warehouse is created, navigate back to the :menuselection:`Inventory` dashboard. New
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operations for the newly created warehouse are automatically generated there.
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For more on creating new warehouses, see :doc:`create_a_second_warehouse`.
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.. image:: warehouses_locations/warehouses-locations-new-wh-operations.png
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:align: center
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:alt: Inventory app dashboard displaying new transfer types for the recently created warehouse.
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:alt: Inventory app dashboard displaying new transfers for the new warehouse.
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.. note::
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Adding a second warehouse will automatically activate the :guilabel:`Locations` setting.
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Creating a second warehouse without first enabling the *Storage Locations* feature triggers a
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:guilabel:`Warning` pop-up window. It indicates creating a second warehouse automatically
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activates the *Storage Locations* setting.
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Create a new location
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=====================
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To create a location, go to :menuselection:`Configuration --> Warehouse Management --> Locations`
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and click on :guilabel:`Create`.
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To create a new location inside a warehouse, navigate to :menuselection:`Inventory app -->
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Configuration --> Locations`. Doing so opens a list of all existing locations. Click :guilabel:`New`
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to open a new location creation form.
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Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location` and click
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:guilabel:`Save`.
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In the :guilabel:`Location Name` field, assign a name for the new location. In the :guilabel:`Parent
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Location` field, assign the location that this new location exists in.
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.. image:: warehouses_locations/create-new-location.png
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For more on locations, see :doc:`use_locations`.
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.. image:: warehouses_locations/warehouses-locations-new-location.png
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:align: center
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:alt: Create a new warehouse location in Odoo Inventory.
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:alt: New warehouse location creation form.
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