diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst index 4c5eac8d6..70affc61f 100644 --- a/content/applications/inventory_and_mrp/inventory/management/warehouses.rst +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses.rst @@ -10,3 +10,4 @@ Warehouses warehouses/difference_warehouse_location warehouses/warehouse_replenishment_transfer + warehouses/create_a_second_warehouse diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse.rst b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse.rst new file mode 100644 index 000000000..a4f54a0bc --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse.rst @@ -0,0 +1,100 @@ +========================= +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. + +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: + +- :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 + +.. 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 + `. + +- :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 + :align: center + :alt: A filled out form for creating a new warehouse. + +.. 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. + +After filling out the form, click :guilabel:`Save` and the new warehouse will be created. + +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: + +- :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 + +.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png + :align: center + :alt: A filled out form for an inventory adjustment. + +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: + +- :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:`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 + +.. image:: create_a_second_warehouse/product-line-configuration.png + :align: center + :alt: Include a line for each product being added to inventory. + +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. diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/inventory-adjustment-configuration.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/inventory-adjustment-configuration.png new file mode 100644 index 000000000..9f48bb7d6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/inventory-adjustment-configuration.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/new-warehouse-configuration.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/new-warehouse-configuration.png new file mode 100644 index 000000000..05bd52d16 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/new-warehouse-configuration.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/product-line-configuration.png b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/product-line-configuration.png new file mode 100644 index 000000000..ffdead1b6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/warehouses/create_a_second_warehouse/product-line-configuration.png differ diff --git a/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst b/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst index 96a65c0dc..67a28aa0b 100644 --- a/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst +++ b/content/applications/inventory_and_mrp/inventory/routes/concepts/use-routes.rst @@ -1,3 +1,5 @@ +.. _use-routes: + ================================ Using Routes and Pull/Push Rules ================================