diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst index b2b508c52..bfa845ca3 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst @@ -206,4 +206,3 @@ on the product form. replenishment/reordering_rules replenishment/lead_times replenishment/resupply_warehouses - replenishment/warehouse_replenishment_transfer diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst deleted file mode 100644 index 4c52264f6..000000000 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst +++ /dev/null @@ -1,150 +0,0 @@ -======================================================== -Transfer products between warehouses using replenishment -======================================================== - -For companies that use multiple warehouses, it is often necessary to transfer items between them. -This is referred to as an *inter-warehouse transfer*. Odoo *Inventory* handles the administrative -process of inter-warehouse transfers to ensure that inventory counts remain accurate during and -after the transfer. This document will detail the method for conducting an inter-warehouse transfer -using replenishment. - -Configure warehouses for inter-warehouse replenishment -====================================================== - -First, ensure the :guilabel:`Multi-Step Routes` setting is enabled by navigating to -:menuselection:`Inventory --> Configuration --> Settings`, and then check the box under the -:guilabel:`Warehouse` tab. This will provide additional configuration options when creating a second -warehouse that are needed for inter-warehouse replenishment. - -By default, Odoo comes with a main warehouse already configured. If an additional warehouse has not -already been created, do so now from the :guilabel:`Inventory` module by selecting -:menuselection:`Configuration --> Warehouses --> Create`. Otherwise, select the warehouse that -products will be transferred to from the :guilabel:`Warehouses` page and then click :guilabel:`Edit` -to change its settings. Configure the warehouse as follows: - -- :guilabel:`Warehouse`: choose a name that is not already being used for another warehouse (e.g. - `Alternative Warehouse`) -- :guilabel:`Short Name`: choose a short name by which the warehouse will be identified (e.g. - `ALT_WH`) - -Click :guilabel:`Save` and the new warehouse will be created. In addition, a new :guilabel:`Resupply -From` field will appear on the warehouse's form. Click :guilabel:`Edit` and then check the box next -to the warehouse that will be used to resupply the warehouse that is currently being configured. - -.. image:: warehouse_replenishment_transfer/new-warehouse-configuration.png - :align: center - :alt: A warehouse settings form configured to allow resupplying between warehouses. - -.. note:: - For the purposes of this demonstration, the warehouse that products are transferred from - (outgoing) will be titled "San Francisco", and the warehouse that products are transferred to - (incoming) will be titled "San Francisco 2". - -Configure products for inter-warehouse replenishment -==================================================== - -Products must also be configured properly in order for them to be transferred between warehouses. -Navigate to :menuselection:`Inventory --> Products --> Products` and select an existing product or -:guilabel:`Create` a new one, if necessary. - -Then, on the product form, go to the :guilabel:`Inventory` tab and enable the checkbox for -:guilabel:`X: Supply Product from Y`, with *X* being the warehouse receiving the transferred -products and *Y* being the warehouse that products are transferred from. - -.. image:: warehouse_replenishment_transfer/product-transfer-configuration.png - :align: center - :alt: Enable the checkbox to resupply one warehouse from another. - -Replenish one warehouse from another -==================================== - -Starting in the :menuselection:`Inventory` module, select :menuselection:`Products --> Products` and -then choose the product that will be replenished. Click the :guilabel:`Replenish` button on the top -left of the product page and fill out the pop-up form as follows: - -- :guilabel:`Quantity`: the number of units that will be sent to the warehouse being replenished -- :guilabel:`Scheduled Date`: the date that the replenishment is scheduled to take place -- :guilabel:`Warehouse`: the warehouse that will be replenished -- :guilabel:`Preferred Routes`: select `X: Supply Product from Y`, with *X* being the warehouse to - be replenished and *Y* being the warehouse that the product will be transferred from - -.. image:: warehouse_replenishment_transfer/product-replenishment-form.png - :align: center - :alt: The form for replenishing a product. - -Click :guilabel:`Confirm` and a delivery order will be created for the outgoing warehouse along with -a receipt for the warehouse that will receive the product. Depending on the configuration settings -for the outgoing and incoming warehouses, processing delivery orders and receipts will require -between one and three steps. This document will detail how to process one-step deliveries and -receipts. - -Process the delivery order --------------------------- - -The first stage of a replenishment order is processing the delivery from the warehouse that the -product is being transferred from. On the :menuselection:`Inventory` dashboard, select the -:guilabel:`X to Process` button on the :guilabel:`Delivery Orders` card for the outgoing warehouse, -then the delivery order created for the replenishment. On the delivery order page, click the -:guilabel:`Check Availability` button in the top left to reserve the quantity of the product to be -transferred. Once the delivery has been dispatched, click the :guilabel:`Validate` button to -register the quantities shipped. - -.. image:: warehouse_replenishment_transfer/delivery-orders-card.png - :align: center - :alt: The delivery orders card for the outgoing warehouse. - -Process the receipt -------------------- - -Once the goods arrive at the incoming warehouse, the receipt created for that warehouse must be -processed as well. Return to the :menuselection:`Inventory` dashboard and select the :guilabel:`X to -Process` button on the :guilabel:`Receipts` card for the incoming warehouse, then the receipt -created for the replenishment. On the receipt page, click the :guilabel:`Validate` button in the top -left of the page to register the quantities received. - -.. image:: warehouse_replenishment_transfer/receipts-card.png - :align: center - :alt: The delivery orders card for the outgoing warehouse. - -After processing the receipt, the products transferred will now appear in the inventory of the -incoming warehouse. The stock numbers for both warehouses can be viewed by returning to the product -page and selecting the :guilabel:`X Units On Hand` button at the top of the screen. - -Automate inter-warehouse replenishment -====================================== - -Using reordering rules, it is possible to automate the process of replenishing one warehouse from -another. - -To get started, navigate to :menuselection:`Inventory --> Products --> Products`, and then -choose the product that will be replenished. From the product page, select the :guilabel:`Reordering -Rules` smart button at the top of the form, and then on the next page, click :guilabel:`Create` to -configure the form as follows: - -- :guilabel:`Location`: the location that the reordering rule will replenish when triggered, in this - case, the incoming warehouse -- :guilabel:`Min Quantity`: when the quantity on hand at the incoming warehouse falls below this - number, the reordering rule will be triggered -- :guilabel:`Max Quantity`: when the reordering rule is triggered, the product will be replenished - at the incoming warehouse up to this quantity -- :guilabel:`Multiple Quantity`: specify if the product should be replenished in batches of a - certain quantity; for example, a product could be replenished in batches of 20 -- :guilabel:`UoM`: the unit of measure used for reordering the product; this value can simply be - `Units`, or a specific unit of measurement for weight, length, etc. - -.. image:: warehouse_replenishment_transfer/reordering-rule-configuration.png - :align: center - :alt: A fully configured reordering rule. - -Finish by clicking :guilabel:`Save` and the reordering rule will be created. Now, when the scheduler -runs automatically each day, a transfer will be created for each reordering rule that has been -triggered. - -.. tip:: - To manually trigger reordering rules, start from the :menuselection:`Inventory` module and select - :menuselection:`Operation --> Run Scheduler`, then click the green :guilabel:`Run Scheduler` - button in the pop-up that appears. - -After the scheduler runs, a delivery order and receipt will be created for the outgoing and incoming -warehouses, respectively. 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warehouses_storage/removal_strategies/* --> shipping_receiving/removal_strategies/* applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst # inventory_management/resupply_warehouses --> replenishment/resupply_warehouses applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst # inventory_management/warehouse_replenishment_transfer --> replenishment/warehouse_replenishment_transfer +applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst # Move all information on resupplying warehouses on one page applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst # shipping_receiving/advanced_operations_shipping/* -> shipping_receiving/setup_configuration/* applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst # management/* --> basic_setup/* applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst # management/* --> basic_setup/*