[ADD] How to manage lots of identical products?

https://docs.google.com/document/d/13bkpwntVllj9LWGHXl-Rj62K8wdGP6FjAPYkSIKrE0g/edit#
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Yannick Tivisse 2015-11-04 11:22:01 +01:00
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How to manage lots of identical products?
=========================================
=========================================
Overview
========
Lots are useful for products you receive in great quantity and for which
a lot number can help in reportings, quality controls, or any other
info. Lots will help identify a number of pieces having for instance a
production fault. It can be useful for a batch production of clothes or
food.
Odoo has the capacity to manage lots ensuring compliance with the
traceability requirements imposed by the majority of industries.
The double-entry management in Odoo enables you to run very advanced
traceability.
Setting up
==========
Application configuration
-------------------------
You need activate the tracking of lots in the settings. In the **Inventory**
application, go to :menuselection:`Configuration --> Settings`,
select **Track lots or serial numbers**
.. image:: media/lots01.png
:align: center
In order to have an advanced management of the lots, you should also
select **Manage several locations per warehouse**.
.. image:: media/lots02.png
:align: center
Then click on **Apply**.
Operation types configuration
-----------------------------
You also need to set up how you will manage lots for each operations.
In the **Inventory** application, go to
:menuselection:`Configuration --> Operation Types`.
For each type (receipts, internal transfers, deliveries,...), you can
set if you can create new lot numbers or only use existing lot numbers.
.. image:: media/lots03.png
:align: center
Product Configuration
---------------------
Finally, you have to configure which products you want to track in lots.
Go into :menuselection:`Inventory Control --> Products`, and open the product of your
choice. Click on **Edit**, and in the **Inventory** tab, select **Tracking by
Lots**, then click on **Save**.
.. image:: media/lots04.png
:align: center
Manage lots
===========
Transfers
---------
In order to process a transfer of a product tracked by lot, you have to
input the lot number(s).
Click on the lot icon :
.. image:: media/lots05.png
:align: center
A window will pop-up. Click on **Add an item** and fill in the lot
number and the quantity.
.. image:: media/lots06.png
:align: center
Depending on your operation type configuration, you will be able to fill
in new lot numbers, or only use existing ones.
.. note::
In the scanner interface, you just have to scan the lot numbers.
Inventory adjustment
--------------------
Inventory of a product tracked by lot can be done in 2 ways:
- Classic inventory by products
- Inventory of a lot
When doing a classic inventory, there is a **Serial Number** column. If the
product has already been assigned with a number, it is already
pre-filled.
Click on **Add an item** if the product has not been inventoried yet. You
can easily create lots, just type in a new lot number in the column.
.. image:: media/lots07.png
:align: center
You can also just do the inventory of a lot. In this case, you will have
to fill in the **Lot number**. You can also create a new lot from here. Just
type in the number, a window will pop out to link the number to a
product.
.. image:: media/lots08.png
:align: center
Lots traceability
=================
You can check the lot traceability from
:menuselection:`Inventory --> Inventory Control --> Serial Numbers/Lots`
.. image:: media/lots09.png
:align: center
You can have more details by clicking on the **Traceability** button :
.. image:: media/lots10.png
:align: center
.. seealso::
* :doc:`differences`
* :doc:`serial_numbers`

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