[IMP] inventory: update owned_stock

closes odoo/documentation#4140

X-original-commit: 1289a9ec45
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

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
+Most of the time, products stored in a company's warehouse are either purchased from suppliers, or
-having to buy those items. This technique is called *consignee stock*.
+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
+Consignment is a useful method for suppliers to launch new products, and easily deliver to their
-new products. As resellers may be reluctant to buy a product they are
+customers. It's also a great way for the company storing the products (the consignee) to earn
-not sure to be able to sell, consignee stock will allow them to offer an
+something back for their efforts. Consignees can even charge a fee for the convenience of storing
-item to check its market without having to pay for it in the first
+products they don't actually own.
-place.
 
-Of course, Odoo has the ability to manage those consignee stocks through
+Enable the consignment setting
-advanced settings.
+==============================
 
-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
+.. image:: owned_stock/owned-stock-enable-consignment.png
-the inventory app. Then, enable the *Consignment* feature in the
-*Traceability* section. Now, hit save.
-
-.. image:: owned_stock/owned_stock_01.png
    :align: center
+   :alt: Enabled Consignment setting in Inventory configuration.
 
-Reception of Consignee Stock
+Receive (and store) consignment stock
-============================
+=====================================
 
-When in the *Inventory* app, open the receipts and create a new
+With the feature enabled in Odoo, consignment stock can now be received into a warehouse. From the
-reception. On the right side, you will see that a new line called
+main :menuselection:`Inventory` dashboard, click into the :guilabel:`Receipts`
-*Assign Owner* has appeared. There, you can specify the partner which
+section. Then, click :guilabel:`Create`.
-owns the stock.
-
-.. image:: owned_stock/owned_stock_02.png
-    :align: center
 
 .. 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
+Choose a vendor to enter in the :guilabel:`Receive From` field, and then choose the same vendor to
-belong to the owner. They don’t impact your inventory valuation.
+enter in the :guilabel:`Assign Owner` field.
 
-.. image:: owned_stock/owned_stock_03.png
+.. 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. For consigment products, the
+:guilabel:`Owner` column will be populated with the owner of those products, or the original vendor
+who supplied the products in the first place.