diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst index 97b5955d6..ebf37b29c 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations.rst @@ -1,5 +1,5 @@ =============================== -Manage Warehouses and Locations +Manage warehouses and locations =============================== Terminology @@ -8,88 +8,108 @@ Terminology Warehouse --------- -In Odoo, a *warehouse* is the actual building/place in which a company's items are stocked. Multiple -warehouses can be set up in Odoo and the user can create moves between warehouses. +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. + +Multiple warehouses can be set up in Odoo, and stock moves can be created between warehouses. .. _inventory/warehouses_storage/difference-warehouse-location: Location -------- -A **Location** is a specific space within the warehouse. It can be a sublocation of the warehouse -(a shelf, a floor, an aisle, and so on). Therefore, a location is part of one warehouse only and it -is not possible to link one location to multiple warehouses. In Odoo, as many locations can be -configured as needed under one warehouse. +In Odoo *Inventory*, a *location* is a specific space within a warehouse. This can be a shelf, room, +aisle, rack, bin, etc. Locations allow for the storage of products in designated areas of the +warehouse, to help track inventory accurately. -There are three types of locations: +A location is only part of *one* warehouse, and can **not** be linked to multiple warehouses. As +many locations can be configured as needed under one warehouse. -- The **Physical Locations** are internal locations that are part of the warehouses that the - company owns. They can be the loading and unloading areas of the warehouse, a shelf, a department, - etc. +There are three types of locations in Odoo *Inventory*: -- The **Partner Locations** are spaces within a customer and/or vendor's warehouse. They work the - same way as physical locations, with the only difference being that they are not owned by the - user's company. +- **Physical Locations**: internal locations within a single warehouse owned by the company. This + can include shipping and loading docks, aisles, shelves, storage areas, and more. +- **Partner Locations**: external locations, such as designated spaces in a customer or vendor's + warehouse. They are similar to physical locations, but they are **not** owned by the user's + company. +- **Virtual Locations**: this type of location does not exist as a physical space, but products can + be "stored" here when they are not physically in an inventory yet. *Inventory Loss* and + *Procurements* are examples of virtual locations, for products that are lost or in transit to the + warehouse. -- The **Virtual Locations** are places that do not exist, but in which products can be placed when - they are not physically in an inventory yet (or anymore). They come in handy when recording lost - products (**Inventory Loss**), or accounting for products that are on their way to the warehouse - (**Procurements**). - -In Odoo, locations are structured hierarchically. Locations can be structured as a tree, dependent -on a parent-child relationship. This gives more detailed levels of analysis of the stock operations -and the organization of the warehouses. +Every location within a warehouse can serve as a parent location, and every parent location can have +multiple locations within it, allowing for the creation of a hierarchical structure. This allows for +more detailed levels of analysis of the stock operations and the organization of the warehouses. Configuration ============= -To activate locations, go to :menuselection:`Configuration --> Settings` and enable -:guilabel:`Storage Locations`. Then, click :guilabel:`Save`. +For companies with one warehouse, no additional settings are required to activate before editing the +warehouse. -.. image:: warehouses_locations/storage-location-warehouse-setting.png +For companies with multiple warehouses, and to create locations within a warehouse, the *Storage +Locations* feature must be enabled. + +To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down +to the :guilabel:`Warehouse` section. Tick the :guilabel:`Storage Locations` checkbox to enable the +feature, and click :guilabel:`Save`. + +.. image:: warehouses_locations/warehouses-locations-enabled-setting.png :align: center - :alt: Enable the storage location feature in Odoo Inventory settings. + :alt: Storage Locations feature enabled in the Inventory app settings. -.. important:: - To manage several routes within the warehouses, also enable :guilabel:`Multi-Step Routes` and - check :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes`. +.. tip:: + To manage warehouse *routes*, such as two-and-three-step receipts and deliveries, enable the + *Multi-Step Routes* feature from the *Inventory* app settings, as well. For more on routes, see + :doc:`use_routes`. Create a new warehouse ====================== -To create a warehouse, go to :menuselection:`Configuration --> Warehouse Management --> Warehouses` -and click on :guilabel:`Create`. +To create a new warehouse, navigate to :menuselection:`Inventory app --> Configuration --> +Warehouses`, and click :guilabel:`New`. Doing so opens a blank warehouse creation form. -Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. The short name is five -characters maximum. +Begin by assigning a :guilabel:`Warehouse Name`, and a :guilabel:`Short Name`. The :guilabel:`Short +Name` field is limited to a **five** character maximum. -.. image:: warehouses_locations/create-new-warehouse.png +.. image:: warehouses_locations/warehouses-locations-new-warehouse.png :align: center - :alt: Short name field of a warehouse on Odoo Inventory. + :alt: New warehouse creation form name configuration fields. .. important:: The :guilabel:`Short Name` appears on transfer orders and other warehouse documents. Odoo - recommends using an understandable one like "WH/[first letters of location]". + recommends using an understandable one like `WH/[first letters of location]`. -Now, go back to the :guilabel:`Inventory` dashboard. There, new operations related to the newly -created warehouse have been automatically generated. + For example, a warehouse named `Warehouse #2` might have the :guilabel:`Short Name` `WH2` (the + short name for the default warehouse in Odoo is `WH`). -.. image:: warehouses_locations/new-transfer-types.png +Once the warehouse is created, navigate back to the :menuselection:`Inventory` dashboard. New +operations for the newly created warehouse are automatically generated there. + +For more on creating new warehouses, see :doc:`create_a_second_warehouse`. + +.. image:: warehouses_locations/warehouses-locations-new-wh-operations.png :align: center - :alt: Inventory app dashboard displaying new transfer types for the recently created warehouse. + :alt: Inventory app dashboard displaying new transfers for the new warehouse. .. note:: - Adding a second warehouse will automatically activate the :guilabel:`Locations` setting. + 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 a new location ===================== -To create a location, go to :menuselection:`Configuration --> Warehouse Management --> Locations` -and click on :guilabel:`Create`. +To create a new location inside a warehouse, navigate to :menuselection:`Inventory app --> +Configuration --> Locations`. Doing so opens a list of all existing locations. Click :guilabel:`New` +to open a new location creation form. -Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location` and click -:guilabel:`Save`. +In the :guilabel:`Location Name` field, assign a name for the new location. In the :guilabel:`Parent +Location` field, assign the location that this new location exists in. -.. image:: warehouses_locations/create-new-location.png +For more on locations, see :doc:`use_locations`. + +.. image:: warehouses_locations/warehouses-locations-new-location.png :align: center - :alt: Create a new warehouse location in Odoo Inventory. + :alt: New warehouse location creation form. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png deleted file mode 100644 index 0dce45f3f..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-location.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png deleted file mode 100644 index 698fe11fa..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/create-new-warehouse.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png deleted file mode 100644 index 4fd064dea..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/new-transfer-types.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png deleted file mode 100644 index 525462d3a..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/storage-location-warehouse-setting.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-enabled-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-enabled-setting.png new file mode 100644 index 000000000..e551c063f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-enabled-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-location.png new file mode 100644 index 000000000..e6fd68e52 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-warehouse.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-warehouse.png new file mode 100644 index 000000000..b1bfc954e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-warehouse.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-wh-operations.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-wh-operations.png new file mode 100644 index 000000000..8fccae4a4 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations/warehouses-locations-new-wh-operations.png differ