[IMP] inventory: fix and update lots

closes odoo/documentation#4523

X-original-commit: 5bc3b94b61
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst

@@ -1,137 +1,282 @@
-=================================
-Manage lots of identical products
-=================================
+=====================================
+Use lots to manage groups of products
+=====================================
 
-Lots are useful for products you receive in great quantity and for which
-a lot number can help in reporting, 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.
+*Lots* are one of the two ways to identify and track products in Odoo. A lot usually indicates a
+specific batch of an item that was received, is currently stored, or was shipped from a warehouse,
+but can also pertain to a batch of products manufactured in-house, as well.
 
-Odoo has the capacity to manage lots, ensuring compliance with the
-traceability requirements imposed by the majority of industries.
+Manufacturers assign lot numbers to groups of products that have common properties; this can lead to
+multiple goods sharing the same lot number. This helps to identify a number of products in a single
+group, and allows for end-to-end traceability of these products through each step in their
+lifecycles.
 
-The double-entry management in Odoo enables you to run very advanced
-traceability.
+Lots are useful for products that are manufactured or received in large quantities (such as clothes
+or food), and can be used to trace a product back to a group. This is especially useful when
+managing product recalls or expiration dates.
 
-Setting Up
-==========
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`
 
-Application Configuration
--------------------------
+Enable lots & serial numbers
+============================
 
-First, you need to activate the tracking of lot numbers. To do so, go to
-:menuselection:`Inventory --> Configuration --> Settings` and tick *Lots & Serial
-Numbers*. Then, click on save.
+To track products using lots, the *Lots & Serial Numbers* feature must be enabled. Go to
+the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
+:guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Then,
+click the :guilabel:`Save` button to save changes.
 
-.. image:: lots/lots_01.png
-    :align: center
+.. image:: lots/lots-enabled-lots-setting.png
+   :align: center
+   :alt: Enabled lots and serial numbers feature in inventory settings.
 
-Product Configuration
----------------------
+Track products by lots
+======================
 
-Now, you have to configure which products you want to track by serial
-numbers.
+Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now
+be configured to be tracked using lots. To do this, go to the :menuselection:`Inventory app -->
+Products --> Products`, and choose a product.
 
-Go to :menuselection:`Master Data --> Products` and open the product of your choice.
-There, click on *Edit* and select *Tracking by Lots* in the
-inventory tab.
+Once on the product form, click :guilabel:`Edit` to make changes to the form. Then, click the
+:guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, click :guilabel:`By Lots`. Then,
+click :guilabel:`Save` to save changes. Existing or new lot numbers can now be assigned to
+newly-received or manufactured batches of this product.
 
-.. image:: lots/lots_02.png
-    :align: center
+.. important::
+   If a product has stock on-hand prior to activating tracking by lots or serial numbers, an
+   inventory adjustment might need to be performed to assign lot numbers to the existing stock.
 
-.. image:: lots/lots_03.png
-    :align: center
+.. image:: lots/lots-tracking-product-form.png
+   :align: center
+   :alt: Enabled tracking by lots feature on product form.
 
-Manage Lots
-===========
+Create new lots for products already in stock
+---------------------------------------------
 
-Receipts
---------
+New lots can be created for products already in stock with no assigned lot number. To do this, go to
+the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and click
+:guilabel:`Create`. Doing so reveals a separate page where a new :guilabel:`Lot/Serial Number` is
+generated automatically.
 
-In order to receive a product tracked by lots, you have to specify its
-lot numbers. You have several ways of doing so:
+.. tip::
+   While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
+   number, it can be edited and changed to any desired number, by clicking the line under the
+   :guilabel:`Lot/Serial Number` field, and changing the generated number.
 
-1. Manually assign the different lot numbers
+Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to
+:guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new
+number will be assigned.
 
-2. Copy/paste lot numbers from an Excel file
+This form also provides the option to adjust the :guilabel:`Quantity`, assign a unique
+:guilabel:`Internal Reference` number (for traceability purposes), and assign this specific lot or
+serial number configuration to a specific website in the :guilabel:`Website` field (if working in a
+multi-website environment).
 
-First, you need to open the detailed operations of your picking.
+A detailed description of this specific lot or serial number can also be added in the
+:guilabel:`Description` tab below.
 
-.. image:: lots/lots_04.png
-    :align: center
+When all desired configurations are complete, click the :guilabel:`Save` button to save all changes.
 
-Manually assign the different lot numbers
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+.. image:: lots/lots-new-lot-number.png
+   :align: center
+   :alt: New lot number creation form with assigned product.
 
-When opening the detailed operations, you can click on *Add a line*.
-Then, you will be able to fill the lot number in. Once done, you can
-click on *Add a line* again to register a new lot number.
+After a new lot number has been created, saved, and assigned to the desired product, navigate back
+to the product form in the :menuselection:`Inventory` app, by going to :menuselection:`Products -->
+Products`, and selecting the product to which this newly-created lot number was just assigned.
 
-.. image:: lots/lots_05.png
-    :align: center
+On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new
+lot number. When additional quantity of this product is received or manufactured, this new lot
+number can be selected and assigned to it.
 
-Copy/paste lot number from an Excel file
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Manage lots for shipping and receiving
+======================================
 
-Once the spreadsheet containing the lot numbers you received from your
-supplier and copy the list. Then, you can paste them in the *Lot/Serial
-Number Name* column for Odoo to automatically create the necessary
-lines. After that, you will have to manually enter the number of
-products that are contained in each one of the lots.
+Lot numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot
+numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are
+assigned directly on the sales order form.
 
-.. image:: lots/lots_06.png
-    :align: center
+Manage lots on receipts
+-----------------------
 
-.. image:: lots/lots_05.png
-    :align: center
+Assigning lot numbers to **incoming** goods can be done directly from the purchase order (PO).
 
-.. image:: lots/lots_07.png
-    :align: center
+To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app --> Create`. Doing so
+reveals a new, blank request for quotation (RFQ) form.
 
-Operation Types
----------------
+On this :abbr:`RFQ (request for quotation)`, fill out the necessary information by adding a
+:guilabel:`Vendor`, and adding the desired products to the :guilabel:`Product` lines, by clicking
+:guilabel:`Add a product` (under the :guilabel:`Products` tab).
 
-Of course, you also have the possibility to define how you will manage
-lots for each operation type. To do so, open the *Inventory* app and
-go to :menuselection:`Configuration --> Operation Types`.
+Choose the desired quantity of the product to order by changing the number in the
+:guilabel:`Quantity` column.
 
-For each type (receipts, internal transfers, deliveries, …), you can
-decide if you allow to create new lot numbers or only use existing ones.
-By default, the creation of new lots is only allowed at product
-reception, and using existing lot numbers isn’t allowed in this
-operation. If you have inter-warehouse transfers and track products by
-lots, it can be useful to allow using existing lot numbers in receipts
-too.
+Once the :abbr:`RFQ (request for quotation)` has been filled out, click :guilabel:`Confirm Order`.
+When the :abbr:`RFQ (request for quotation)` is confirmed, it becomes a :guilabel:`Purchase Order`,
+and a :guilabel:`Receipt` smart button appears. Click the :guilabel:`Receipt` smart button to be
+taken to the warehouse receipt form.
 
-.. image:: lots/lots_08.png
-    :align: center
+.. note::
+   Clicking :guilabel:`Validate` before assigning a lot number to the ordered product quantities
+   will result in a :guilabel:`User Error` pop-up. The pop-up requires entry of a lot or serial
+   number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated
+   without a lot number being assigned.
+
+.. image:: lots/lots-user-error-popup.png
+   :align: center
+   :alt: Add lot/serial number user error popup.
+
+From here, click the :guilabel:`Additional Options` menu, represented by a :guilabel:`hamburger
+(four horizontal lines)` icon, located to the right of the :guilabel:`Unit of Measure` column in the
+:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
+
+In this pop-up, configure a number of different fields, including the assignation of a lot number,
+under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-up.
+
+There are two ways to assign lot numbers: **manually** and **copy/paste**.
+
+- **Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the location the products
+  will be stored in under the :guilabel:`To` column. Then, type a new :guilabel:`Lot Number Name`
+  and set the :guilabel:`Done` quantity.
+
+   .. image:: lots/lots-assign-lot-number-popup.png
+      :align: center
+      :alt: Assign lot number detailed operations popup.
+
+   .. note::
+      If quantities should be processed in multiple locations and lots, click :guilabel:`Add a line`
+      and type a new :guilabel:`Lot Number Name` for additional quantities. Repeat until the
+      :guilabel:`Quantity Done` matches the :guilabel:`Demand`.
+
+- **Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with all of the lot numbers
+  received from the supplier (or manually chosen to assign upon receipt). Then, copy and paste them
+  in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the necessary
+  number of lines based on the amount of numbers pasted in the column. From here, the :guilabel:`To`
+  locations and :guilabel:`Done` quantities can be manually entered in each of the lot number lines.
+
+   .. image:: lots/lots-excel-spreadsheet.png
+      :align: center
+      :alt: List of lot numbers copied on excel spreadsheet.
+
+Once all product quantities have been assigned a lot number, click :guilabel:`Confirm` to close the
+pop-up. Then, click :guilabel:`Validate`.
+
+A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the
+:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
+includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
+:guilabel:`Lot/Serial #` assigned, and more.
+
+Manage lots on delivery orders
+------------------------------
+
+Assigning lot numbers to **outgoing** goods can be done directly from the sales order (SO).
+
+To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app --> Create`. Doing so
+reveals a new, blank quotation form.
+
+On this blank quotation form, fill out the necessary information by adding a :guilabel:`Customer`,
+and adding products to the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab) by
+clicking :guilabel:`Add a product`.
+
+Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column.
+
+Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the
+quotation. When the quotation is confirmed, it becomes an :abbr:`SO (sales order)`, and a
+:guilabel:`Delivery` smart button appears.
+
+Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific
+:abbr:`SO (sales order)`.
+
+From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
+horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
+:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
+
+In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with the full
+:guilabel:`Reserved` quantity taken from that specific lot (if there is enough stock in that
+particular lot).
+
+If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand`
+should be taken from multiple lots, change the quantity in the :guilabel:`Done` column to only
+include that specific part of the total quantity.
+
+.. note::
+   The lot automatically chosen for delivery orders varies, depending on the selected removal
+   strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO
+   (First Expiry, First Out)`). It will also depend on the quantity ordered, and if there is enough
+   quantity in one lot to fulfill the order.
+
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/routes/strategies/removal`
+
+Then, click :guilabel:`Add a line`, select an additional (different) :guilabel:`Lot/Serial Number`,
+apply the rest of the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the
+pop-up. Lastly, click the :guilabel:`Validate` button to deliver the products.
+
+.. image:: lots/lots-detailed-operations-popup.png
+   :align: center
+   :alt: Detailed operations popup for source lot number on sales order.
+
+Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the
+:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which
+includes a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the
+:guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned.
+
+The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the
+previous purchase order, if the product quantities shared the same lot number.
+
+Manage lots for different operations types
+==========================================
+
+In Odoo, the creation of new lots is only allowed upon **receiving** products from a purchase order,
+by default. **Existing** lot numbers cannot be used.
+
+For sales orders, the opposite is true: new lot numbers cannot be created on the delivery order,
+only existing lot numbers can be used.
+
+To change the ability to use new (or existing) lot numbers on any operation type, go to the
+:menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired
+:guilabel:`Operation Type`.
+
+For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` page, the :guilabel:`Use
+Existing Lots/Serial Numbers` option can be enabled, by clicking :guilabel:`Edit`, and then clicking
+the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the
+:guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes.
+
+For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial Numbers` option can be
+enabled, by clicking :guilabel:`Edit`, and clicking the checkbox beside the :guilabel:`Create New
+Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to save all changes.
+
+.. image:: lots/lots-operations-type-form.png
+   :align: center
+   :alt: Enabled traceability setting on operations type form.
+
+.. tip::
+   For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the
+   :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts.
 
 Lots traceability
 =================
 
-The lot number given to the products allows you to keep track of where
-they were received, put in stock, to whom they were sold and where they
-were shipped to.
+Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a
+product: where (and when) it came from, where it was stored, and who (and when) it went to.
 
-To track an item, open the *Inventory* module and, in :menuselection:`Master Data -->
-Lots/Serial Numbers`, click on the lot number corresponding to your
-search.
+To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app
+--> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers`
+dashboard.
 
-.. image:: lots/lots_09.png
-    :align: center
+From here, products with lot numbers assigned to them will be listed by default, and can be expanded
+to show the lot numbers those products have assigned to them.
 
-When you open the *Traceability* information, you see in which
-documents the lot number has been used.
+To group by lots (or serial numbers), begin by removing any filters in the search bar. Then, click
+the :guilabel:`Group By` drop-down, select :guilabel:`Add Custom Group`, and select
+:guilabel:`Lot/Serial Number` from the drop-down menu. Then, click :guilabel:`Apply`.
 
-.. image:: lots/lots_10.png
-    :align: center
+Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities
+of products with that assigned number.
 
-Now, if you want to locate the lot number, you can do so by clicking on
-the *Location* stat button.
+.. image:: lots/lots-traceability-report.png
+   :align: center
+   :alt: Lots and serial numbers traceability report.
 
-.. image:: lots/lots_11.png
-    :align: center
-
-.. image:: lots/lots_12.png
-    :align: center
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences`