diff --git a/inventory/management/lots_serial_numbers/lots.rst b/inventory/management/lots_serial_numbers/lots.rst index 835dfca1a..8c346aa76 100644 --- a/inventory/management/lots_serial_numbers/lots.rst +++ b/inventory/management/lots_serial_numbers/lots.rst @@ -1,3 +1,135 @@ ========================================= How to manage lots of identical products? -========================================= \ No newline at end of file +========================================= + +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` diff --git a/inventory/management/lots_serial_numbers/media/lots01.png b/inventory/management/lots_serial_numbers/media/lots01.png new file mode 100644 index 000000000..5cf3bf99f Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots01.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots02.png b/inventory/management/lots_serial_numbers/media/lots02.png new file mode 100644 index 000000000..85e847726 Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots02.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots03.png b/inventory/management/lots_serial_numbers/media/lots03.png new file mode 100644 index 000000000..2c35fe7da Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots03.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots04.png b/inventory/management/lots_serial_numbers/media/lots04.png new file mode 100644 index 000000000..9a2a7c0c6 Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots04.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots05.png b/inventory/management/lots_serial_numbers/media/lots05.png new file mode 100644 index 000000000..07d5000ab Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots05.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots06.png b/inventory/management/lots_serial_numbers/media/lots06.png new file mode 100644 index 000000000..3c609dfe3 Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots06.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots07.png b/inventory/management/lots_serial_numbers/media/lots07.png new file mode 100644 index 000000000..8ef1a1b98 Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots07.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots08.png b/inventory/management/lots_serial_numbers/media/lots08.png new file mode 100644 index 000000000..35d97700a Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots08.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots09.png b/inventory/management/lots_serial_numbers/media/lots09.png new file mode 100644 index 000000000..f6e61802b Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots09.png differ diff --git a/inventory/management/lots_serial_numbers/media/lots10.png b/inventory/management/lots_serial_numbers/media/lots10.png new file mode 100644 index 000000000..bd3496180 Binary files /dev/null and b/inventory/management/lots_serial_numbers/media/lots10.png differ