[REF] inventory: resupply warehouses
closes odoo/documentation#11194
X-original-commit: ef367bd442
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@ -206,4 +206,3 @@ on the product form.
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replenishment/reordering_rules
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replenishment/lead_times
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replenishment/resupply_warehouses
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replenishment/warehouse_replenishment_transfer
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========================================================
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Transfer products between warehouses using replenishment
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========================================================
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For companies that use multiple warehouses, it is often necessary to transfer items between them.
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This is referred to as an *inter-warehouse transfer*. Odoo *Inventory* handles the administrative
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process of inter-warehouse transfers to ensure that inventory counts remain accurate during and
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after the transfer. This document will detail the method for conducting an inter-warehouse transfer
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using replenishment.
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Configure warehouses for inter-warehouse replenishment
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======================================================
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First, ensure the :guilabel:`Multi-Step Routes` setting is enabled by navigating to
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:menuselection:`Inventory --> Configuration --> Settings`, and then check the box under the
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:guilabel:`Warehouse` tab. This will provide additional configuration options when creating a second
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warehouse that are needed for inter-warehouse replenishment.
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By default, Odoo comes with a main warehouse already configured. If an additional warehouse has not
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already been created, do so now from the :guilabel:`Inventory` module by selecting
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:menuselection:`Configuration --> Warehouses --> Create`. Otherwise, select the warehouse that
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products will be transferred to from the :guilabel:`Warehouses` page and then click :guilabel:`Edit`
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to change its settings. Configure the warehouse as follows:
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- :guilabel:`Warehouse`: choose a name that is not already being used for another warehouse (e.g.
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`Alternative Warehouse`)
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- :guilabel:`Short Name`: choose a short name by which the warehouse will be identified (e.g.
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`ALT_WH`)
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Click :guilabel:`Save` and the new warehouse will be created. In addition, a new :guilabel:`Resupply
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From` field will appear on the warehouse's form. Click :guilabel:`Edit` and then check the box next
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to the warehouse that will be used to resupply the warehouse that is currently being configured.
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.. image:: warehouse_replenishment_transfer/new-warehouse-configuration.png
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:align: center
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:alt: A warehouse settings form configured to allow resupplying between warehouses.
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.. note::
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For the purposes of this demonstration, the warehouse that products are transferred from
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(outgoing) will be titled "San Francisco", and the warehouse that products are transferred to
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(incoming) will be titled "San Francisco 2".
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Configure products for inter-warehouse replenishment
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====================================================
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Products must also be configured properly in order for them to be transferred between warehouses.
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Navigate to :menuselection:`Inventory --> Products --> Products` and select an existing product or
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:guilabel:`Create` a new one, if necessary.
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Then, on the product form, go to the :guilabel:`Inventory` tab and enable the checkbox for
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:guilabel:`X: Supply Product from Y`, with *X* being the warehouse receiving the transferred
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products and *Y* being the warehouse that products are transferred from.
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.. image:: warehouse_replenishment_transfer/product-transfer-configuration.png
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:align: center
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:alt: Enable the checkbox to resupply one warehouse from another.
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Replenish one warehouse from another
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====================================
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Starting in the :menuselection:`Inventory` module, select :menuselection:`Products --> Products` and
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then choose the product that will be replenished. Click the :guilabel:`Replenish` button on the top
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left of the product page and fill out the pop-up form as follows:
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- :guilabel:`Quantity`: the number of units that will be sent to the warehouse being replenished
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- :guilabel:`Scheduled Date`: the date that the replenishment is scheduled to take place
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- :guilabel:`Warehouse`: the warehouse that will be replenished
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- :guilabel:`Preferred Routes`: select `X: Supply Product from Y`, with *X* being the warehouse to
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be replenished and *Y* being the warehouse that the product will be transferred from
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.. image:: warehouse_replenishment_transfer/product-replenishment-form.png
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:align: center
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:alt: The form for replenishing a product.
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Click :guilabel:`Confirm` and a delivery order will be created for the outgoing warehouse along with
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a receipt for the warehouse that will receive the product. Depending on the configuration settings
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for the outgoing and incoming warehouses, processing delivery orders and receipts will require
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between one and three steps. This document will detail how to process one-step deliveries and
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receipts.
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Process the delivery order
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--------------------------
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The first stage of a replenishment order is processing the delivery from the warehouse that the
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product is being transferred from. On the :menuselection:`Inventory` dashboard, select the
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:guilabel:`X to Process` button on the :guilabel:`Delivery Orders` card for the outgoing warehouse,
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then the delivery order created for the replenishment. On the delivery order page, click the
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:guilabel:`Check Availability` button in the top left to reserve the quantity of the product to be
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transferred. Once the delivery has been dispatched, click the :guilabel:`Validate` button to
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register the quantities shipped.
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.. image:: warehouse_replenishment_transfer/delivery-orders-card.png
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:align: center
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:alt: The delivery orders card for the outgoing warehouse.
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Process the receipt
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-------------------
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Once the goods arrive at the incoming warehouse, the receipt created for that warehouse must be
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processed as well. Return to the :menuselection:`Inventory` dashboard and select the :guilabel:`X to
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Process` button on the :guilabel:`Receipts` card for the incoming warehouse, then the receipt
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created for the replenishment. On the receipt page, click the :guilabel:`Validate` button in the top
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left of the page to register the quantities received.
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.. image:: warehouse_replenishment_transfer/receipts-card.png
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:align: center
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:alt: The delivery orders card for the outgoing warehouse.
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After processing the receipt, the products transferred will now appear in the inventory of the
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incoming warehouse. The stock numbers for both warehouses can be viewed by returning to the product
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page and selecting the :guilabel:`X Units On Hand` button at the top of the screen.
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Automate inter-warehouse replenishment
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======================================
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Using reordering rules, it is possible to automate the process of replenishing one warehouse from
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another.
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To get started, navigate to :menuselection:`Inventory --> Products --> Products`, and then
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choose the product that will be replenished. From the product page, select the :guilabel:`Reordering
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Rules` smart button at the top of the form, and then on the next page, click :guilabel:`Create` to
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configure the form as follows:
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- :guilabel:`Location`: the location that the reordering rule will replenish when triggered, in this
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case, the incoming warehouse
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- :guilabel:`Min Quantity`: when the quantity on hand at the incoming warehouse falls below this
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number, the reordering rule will be triggered
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- :guilabel:`Max Quantity`: when the reordering rule is triggered, the product will be replenished
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at the incoming warehouse up to this quantity
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- :guilabel:`Multiple Quantity`: specify if the product should be replenished in batches of a
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certain quantity; for example, a product could be replenished in batches of 20
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- :guilabel:`UoM`: the unit of measure used for reordering the product; this value can simply be
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`Units`, or a specific unit of measurement for weight, length, etc.
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.. image:: warehouse_replenishment_transfer/reordering-rule-configuration.png
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:align: center
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:alt: A fully configured reordering rule.
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Finish by clicking :guilabel:`Save` and the reordering rule will be created. Now, when the scheduler
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runs automatically each day, a transfer will be created for each reordering rule that has been
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triggered.
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.. tip::
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To manually trigger reordering rules, start from the :menuselection:`Inventory` module and select
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:menuselection:`Operation --> Run Scheduler`, then click the green :guilabel:`Run Scheduler`
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button in the pop-up that appears.
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After the scheduler runs, a delivery order and receipt will be created for the outgoing and incoming
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warehouses, respectively. Both the delivery order and receipt should be processed using the same
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method as detailed above.
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@ -49,6 +49,7 @@ applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_
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applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies/lifo.rst applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst # warehouses_storage/removal_strategies/* --> shipping_receiving/removal_strategies/*
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applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/resupply_warehouses.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst # inventory_management/resupply_warehouses --> replenishment/resupply_warehouses
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applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouse_replenishment_transfer.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst # inventory_management/warehouse_replenishment_transfer --> replenishment/warehouse_replenishment_transfer
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applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst # Move all information on resupplying warehouses on one page
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applications/inventory_and_mrp/inventory/shipping_receiving/advanced_operations_shipping/print_on_validation.rst applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst # shipping_receiving/advanced_operations_shipping/* -> shipping_receiving/setup_configuration/*
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applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst # management/* --> basic_setup/*
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applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst # management/* --> basic_setup/*
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