diff --git a/content/applications/inventory_and_mrp/inventory/management/misc/owned_stock.rst b/content/applications/inventory_and_mrp/inventory/management/misc/owned_stock.rst index 38c94b5e8..1c28075c9 100644 --- a/content/applications/inventory_and_mrp/inventory/management/misc/owned_stock.rst +++ b/content/applications/inventory_and_mrp/inventory/management/misc/owned_stock.rst @@ -1,45 +1,125 @@ -=============================== -Manage Stock that you don't own -=============================== +================================================= +Consignment: buy and sell stock without owning it +================================================= -Sometimes, suppliers can offer you to store and sell products without -having to buy those items. This technique is called *consignee stock*. +Most of the time, products stored in a company's warehouse are either purchased from suppliers, or +are manufactured in-house. However, suppliers will sometimes let companies store and sell products +in the company's warehouse, without having to buy those items up-front. This is called +*consignment*. -Consignee stock is a great way for manufacturers and suppliers to launch -new products. As resellers may be reluctant to buy a product they are -not sure to be able to sell, consignee stock will allow them to offer an -item to check its market without having to pay for it in the first -place. +Consignment is a useful method for suppliers to launch new products, and easily deliver to their +customers. It's also a great way for the company storing the products (the consignee) to earn +something back for their efforts. Consignees can even charge a fee for the convenience of storing +products they don't actually own. -Of course, Odoo has the ability to manage those consignee stocks through -advanced settings. +Enable the consignment setting +============================== -Configuration -============= +To receive, store, and sell consignment stock, the feature needs to be enabled in the settings. To +do this, go to :menuselection:`Inventory --> Configuration --> Settings`, and under the +:guilabel:`Traceability` section, check the box next to :guilabel:`Consignment`, and then click +:guilabel:`Save` to finish. -To use this feature, go to :menuselection:`Inventory --> Configuration --> Settings` in -the inventory app. Then, enable the *Consignment* feature in the -*Traceability* section. Now, hit save. +.. image:: owned_stock/owned-stock-enable-consignment.png + :align: center + :alt: Enabled Consignment setting in Inventory configuration. -.. image:: owned_stock/owned_stock_01.png - :align: center +Receive (and store) consignment stock +===================================== -Reception of Consignee Stock -============================ - -When in the *Inventory* app, open the receipts and create a new -reception. On the right side, you will see that a new line called -*Assign Owner* has appeared. There, you can specify the partner which -owns the stock. - -.. image:: owned_stock/owned_stock_02.png - :align: center +With the feature enabled in Odoo, consignment stock can now be received into a warehouse. From the +main :menuselection:`Inventory` dashboard, click into the :guilabel:`Receipts` +section. Then, click :guilabel:`Create`. .. note:: - If you are the owner, you can leave the field blank. + Consignment stock is not actually purchased from the vendor; it is simply received and stored. + Because of this, there are no quotations or purchase orders involved in receiving consignment + stock. So, *every* receipt of consignment stock will start by creating manual receipts. -Once the receipt is validated, the products enter your stock but still -belong to the owner. They don’t impact your inventory valuation. +Choose a vendor to enter in the :guilabel:`Receive From` field, and then choose the same vendor to +enter in the :guilabel:`Assign Owner` field. -.. image:: owned_stock/owned_stock_03.png - :align: center +.. important:: + Since the products received from the vendor will be owned by the same vendor, the + :guilabel:`Receive From` and :guilabel:`Assign Owner` fields must match. + +Once the vendor-related fields are set, enter products into the :guilabel:`Product` lines, and set +the quantities to be received into the warehouse under the :guilabel:`Done` column. If the +:guilabel:`Units of Measure` feature is enabled, the :abbr:`UoM (Units of Measure)` can be changed, +as well. Once all the consignment stock has been received, :guilabel:`Validate` the receipt. + +.. image:: owned_stock/owned-stock-receipt-fields.png + :align: center + :alt: Matching vendor fields in consignment Receipt creation. + +Sell and deliver consignment stock +================================== + +Once consignment stock has been received into the warehouse, it can be sold the same as any other +in-stock product that has the :guilabel:`Can Be Sold` option enabled on the product form. + +To create a sales order, navigate to the :menuselection:`Sales` app, and from the +:guilabel:`Quotations` overview, click :guilabel:`Create`. Next, choose a customer to enter into the +:guilabel:`Customer` field. + +.. note:: + The :guilabel:`Customer` *must* be different from the :guilabel:`Vendor` that supplied the + consignment stock received (and stored) in the warehouse. + +Add the consignment product under the :guilabel:`Product` column in the order lines, set the +:guilabel:`Quantity`, and fill out any other pertinent product details on the form. Once the +quotation is complete, click :guilabel:`Confirm`. + +.. image:: owned_stock/owned-stock-sales-order.png + :align: center + :alt: Sales order of consignment stock. + +Once the :abbr:`RFQ (Request for Quotation)` has been confirmed, it will become a sales order. From +here, the products can be delivered by clicking on the :guilabel:`Delivery` smart button, and +selecting :guilabel:`Validate` to validate the delivery. + +Traceability and reporting of consignment stock +=============================================== + +Although consignment stock is owned by the vendor who supplied it, and not by the company storing it +in their warehouse, consignment products will *still* appear in certain inventory reports. + +To find inventory reports, go to :menuselection:`Inventory --> Reporting`, and choose a report to +view. + +.. note:: + Since the consignee does not actually own consigment stock, these products are *not* reflected + in the :guilabel:`Stock Valuation` report, and have no impact on the consignee's inventory + valuation. + +Product moves report +-------------------- + +To view all information about on-hand stock moves, navigate to the the :guilabel:`Product Moves` +dashboard by going to :menuselection:`Inventory --> Reporting --> Product Moves`. For consignment +products, the information in this report is the same as any other product: the history +of its product moves can be reviewed; the :guilabel:`Quantity Done` and :guilabel:`Reference` +document are available; and its :guilabel:`Locations` are available, as well. The consignment stock +will originate from :guilabel:`Partner Location/Vendors`. + +.. tip:: + To view a consignment product's moves by ownership, select the :guilabel:`Group By` filter, + choose the :guilabel:`Add Custom Group` parameter, and then select :guilabel:`From Owner`, and + :guilabel:`Apply` to finish. + +.. image:: owned_stock/owned-stock-moves-history.png + :align: center + :alt: Consignment stock moves history. + +.. tip:: + To see forecasted units of consignment stock, go to :menuselection:`Inventory --> Reporting --> + Forecasted Inventory`. + +Stock on hand report +-------------------- + +View the :guilabel:`Stock On Hand` dashboard by navigating to :menuselection:`Inventory --> +Reporting --> Inventory Report`. From this report, the :guilabel:`Locations` of all stock on-hand +are displayed, in addition to the quantities per location. 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