[REM] inventory: remove overview.rst (#865)
Lau-Odoo
GitHub
@ -7,7 +7,6 @@ Inventory
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.. toctree::
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:titlesonly:
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inventory/overview
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inventory/management
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inventory/shipping
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inventory/routes
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@ -1,9 +0,0 @@
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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:glob:
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overview/process
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@ -1,11 +0,0 @@
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================
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Process Overview
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================
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.. toctree::
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:titlesonly:
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:glob:
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process/receive_in_stock
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process/deliver_from_stock
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process/initial_stock
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@ -1,61 +0,0 @@
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===========================
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Deliver Products from Stock
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===========================
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Create Storable/Consumable Products
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===================================
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The first step to use the inventory application is to create products in
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your database via the menu :menuselection:`Master Data --> Products`. Click the Create
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button and enter the name of your product.
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.. image:: media/deliver_from_stock_01.png
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:align: center
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In case you set the product as *storable*, you will track the stock
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for this product and know how many units are in stock and what is the
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forecasted number of units. If you want to include a product on
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receipts/deliveries but don’t need to track its stock, you can set it as
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*consumable*.
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.. image:: media/deliver_from_stock_02.png
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:align: center
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Deliver Products from Stock
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===========================
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Once you have existing products, you can decide to create a delivery to
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deliver products to your customers. The process in order to do so is
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described in the following print screens.
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.. image:: media/deliver_from_stock_03.png
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:align: center
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.. image:: media/deliver_from_stock_04.png
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:align: center
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On the delivery order, you can specify to whom the products will be
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delivered along with the different products and their respective
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quantities. When the delivery is complete you can hit *Validate* and
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the products will go out of your stock.
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.. image:: media/deliver_from_stock_05.png
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:align: center
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In case you have a delivery that is planned but shouldn’t be immediately validated, you can create a *planned delivery* with a scheduled date in the future. You can indicate the initial demand for each product, corresponding to what has been ordered by your customer. Once the document is filled in, you can hit “Mark as to do” in order to consider it in your product forecasts.
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.. image:: media/deliver_from_stock_06.png
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:align: center
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.. note::
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The default setting is the immediate transfer where you do not need to “Mark as to do” and “Check availability” when delivering a product.
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Deliver Products from Stock from a Sale Order
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=============================================
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If you have the *Sales* application installed, delivery can be
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directly created by *validating a quotation*. You will be able to find
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the corresponding delivery directly on the *sale order*.
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.. image:: media/deliver_from_stock_07.png
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:align: center
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@ -1,93 +0,0 @@
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======================
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Set your Initial Stock
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======================
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The first step to use the inventory application is to create products in
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your database via the menu :menuselection:`Master Data --> Products`. Click the Create
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button and enter the name of your product.
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.. image:: media/initial_stock_01.png
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:align: center
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Set the product as *storable*, in order to track the stock for this
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product and be able to include it in an inventory adjustment.
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.. image:: media/initial_stock_02.png
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:align: center
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Inventory Adjustment for Multiple Products
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==========================================
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Once you have created all your *storable products*, you can create an
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*inventory adjustment* to determine their current stock level in Odoo.
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You therefore need to go to :menuselection:`Operations --> Inventory Adjustments` and
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create a new one.
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.. image:: media/initial_stock_03.png
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:align: center
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You have to enter a title for your *inventory adjustment* and you can
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then decide if you want to proceed to the *inventory adjustment* of
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all products or only some of them. For a first *inventory adjustment*,
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I suggest you to keep the *Products* field empty. You can then *Start
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Inventory*.
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.. image:: media/initial_stock_04.png
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:align: center
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If you already have some products in stock, Odoo will add the lines with
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the theoretical quantity currently in stock. You can also add new lines
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with your other products.
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.. image:: media/initial_stock_05.png
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:align: center
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.. note::
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If your products are tracked by Serial/Lot numbers, you will have an
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additional column allowing you to specify those for the different units
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added to the inventory adjustment.
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Odoo will highlight in red the lines for which there is a difference
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between the theoretical quantity on hand, which is automatically
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computed by the system, and the counted quantity you manually entered.
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Once all the necessary products have been entered, you can hit
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*Validate Inventory* and the quantities on hand of your different
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products will be updated.
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Inventory Adjustment for one Product
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====================================
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On each storable product, you have access to the *Update Quantity*
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button.
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.. image:: media/initial_stock_06.png
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:align: center
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When clicking this button, you see the current stock you have for this
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product. You can edit the existing lines or create new ones to add stock
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of your product in different locations and/or add new serial/lot
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numbers.
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.. image:: media/initial_stock_07.png
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:align: center
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Once you come back to your product, you see that the quantity on hand as
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been updated taking your modification into account.
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.. image:: media/initial_stock_08.png
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:align: center
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.. note::
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If you work with product variants, the quantity on hand will show you
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the total quantity in stock for the product template, taking the
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different variants into account.
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By default, the quantity on hand of the product form will show you the
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number of products that are part of your warehouse view location,
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meaning which are part of an internal type sub-location of this
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warehouse. It means that if you have any product in a location that
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isn’t under the main warehouse location, they won’t appear in the stock
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on hand stat button.
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.. image:: media/initial_stock_09.png
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:align: center
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@ -1,64 +0,0 @@
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=========================
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Receive Products in Stock
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=========================
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The first step to use the inventory application is to create products in
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your database via the menu :menuselection:`Master Data --> Products`. Click the Create
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button and enter the name of your product.
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.. image:: media/receive_in_stock_01.png
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:align: center
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In case you set the product as *storable*, you will track the stock
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for this product and know how many units are in stock and what is the
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forecasted number of units. If you want to include a product on
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receipts/deliveries but don’t need to track its stock, you can set it as
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*consumable*.
|
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.. image:: media/receive_in_stock_02.png
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:align: center
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Receive Products in Stock
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=========================
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Once you have existing products, you can decide to create a receipt to
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enter products from your supplier in stock. The process in order to do
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so is described in the following print screens.
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.. image:: media/receive_in_stock_03.png
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:align: center
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.. image:: media/receive_in_stock_04.png
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:align: center
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On the receipt document, you can select the quantity of the different
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products you receive and the supplier from who you received them. When
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the receipt is complete, you can hit *Validate* and the products will
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enter your stock.
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.. image:: media/receive_in_stock_05.png
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:align: center
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In case you have a receipt that is planned but shouldn’t be immediately
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validated, you can create a *planned receipt* with a scheduled date in
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the future. You can indicate the initial demand for each product,
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corresponding to what has been ordered to your supplier. Once the
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document is filled in, you can hit “Mark as to do” in order to consider
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it in your product forecasts.
|
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.. image:: media/receive_in_stock_06.png
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:align: center
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.. image:: media/receive_in_stock_07.png
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:align: center
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Receive Products in Stock from Purchase Orders
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==============================================
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If you have the *Purchase* application installed, receipts can be
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directly created by validating a *request for quotation*. You will be
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able to find the corresponding receipt directly on the *purchase
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order*.
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.. image:: media/receive_in_stock_08.png
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:align: center
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