[ADD] Inventory: add create second warehouse
closes odoo/documentation#4329
X-original-commit: f2c1cb228a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -11,3 +11,4 @@ Warehouses
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warehouses/resupply_warehouses
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warehouses/warehouse_replenishment_transfer
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warehouses/warehouses_locations
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warehouses/create_a_second_warehouse
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@ -0,0 +1,100 @@
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=========================
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Create a second warehouse
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=========================
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A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set
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up multiple warehouses and transfer stored items between them.
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By default, the Odoo platform has one warehouse that is already configured, with the address set as
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the company's address. To create a second warehouse, select :menuselection:`Configuration -->
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Warehouses`, then click :guilabel:`Create` and configure the form as follows:
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- :guilabel:`Warehouse`: the full name of the warehouse
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- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name
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for the default warehouse in Odoo is **WH**
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- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns
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the Odoo database or the company of a customer or vendor
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- :guilabel:`Address`: the address where the warehouse is located
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.. important::
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The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in
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:menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more
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information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules
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<use-routes>`.
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- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments
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should follow
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- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse
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- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse
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- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside
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the warehouse
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- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the
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warehouse
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- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being
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created
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.. image:: create_a_second_warehouse/new-warehouse-configuration.png
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:align: center
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:alt: A filled out form for creating a new warehouse.
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.. important::
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Creating a second warehouse will automatically enable the *Storage Locations* setting, which
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allows location tracking of products within a warehouse. To toggle this setting, navigate to
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:menuselection:`Configuration --> Settings` and click the checkbox under the
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:guilabel:`Warehouse` heading.
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After filling out the form, click :guilabel:`Save` and the new warehouse will be created.
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Add inventory to a new warehouse
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================================
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If a new warehouse is created that has existing inventory in it, the inventory counts should be
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added to Odoo so that the stock listed in the Odoo database reflects what is in the physical
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warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory -->
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Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment
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form can then be filled out as follows:
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- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to
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by
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- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse
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and any locations within it that inventory will be added to
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- :guilabel:`Products`: include all products that will be added to inventory or leave blank to
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select any product during the next step
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- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect
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inventory adjustments for new warehouses since they have no existing inventory
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- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the
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inventory
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- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a
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customer or vendor
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- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added
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should default to stock on hand or zero; does not affect inventory adjustments for new warehouses
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since they have no existing inventory
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.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png
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:align: center
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:alt: A filled out form for an inventory adjustment.
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Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next
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page where products can be added to the inventory adjustment. Add a new product by clicking on
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:guilabel:`Create` and then fill out the product line as follows:
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- :guilabel:`Product`: the product being added to inventory
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- :guilabel:`Location`: the location where the product is currently stored in the new warehouse;
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this can be set as the overall warehouse or a location within the warehouse
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- :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to
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identify it
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- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory
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is being adjusted; this should be zero for a new location or warehouse
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- :guilabel:`Counted`: the amount of the product that is being added to inventory
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- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will
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automatically update to reflect the value entered in the :guilabel:`Counted` column
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- :guilabel:`UoM`: the unit of measure used for counting the product
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.. image:: create_a_second_warehouse/product-line-configuration.png
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:align: center
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:alt: Include a line for each product being added to inventory.
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After adding all the products already stored in the new warehouse, click :guilabel:`Validate
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Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will
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update to reflect those in the :guilabel:`Counted` column and the products added will appear in the
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inventory of the new warehouse.
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@ -1,3 +1,5 @@
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.. _use-routes:
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==========================
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Routes and Pull/Push Rules
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==========================
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