[IMP] inventory: update create second warehouse doc

closes odoo/documentation#9221

X-original-commit: 860befac4a
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/create_a_second_warehouse.rst

@@ -2,99 +2,138 @@
 Create a second warehouse
 =========================
 
-A *warehouse* is a physical building or space where items are stored. In Odoo, it is possible to set
-up multiple warehouses and transfer stored items between them.
+In Odoo *Inventory*, a *warehouse* is a physical building or space where items are stored. By
+default, each Odoo database has one warehouse already pre-configured, with the address set as the
+company's address.
 
-By default, the Odoo platform has one warehouse that is already configured, with the address set as
-the company's address. To create a second warehouse, select :menuselection:`Configuration -->
-Warehouses`, then click :guilabel:`Create` and configure the form as follows:
+However, it is possible to set up multiple additional warehouses, and transfer stored items between
+them.
 
-- :guilabel:`Warehouse`: the full name of the warehouse
-- :guilabel:`Short Name`: the abbreviated code by which the warehouse is referred to; the short name
-  for the default warehouse in Odoo is **WH**
-- :guilabel:`Company`: the company that owns the warehouse; this can be set as the company that owns
-  the Odoo database or the company of a customer or vendor
-- :guilabel:`Address`: the address where the warehouse is located
+Configuration
+=============
 
-.. important::
-   The options below will only appear if the :guilabel:`Multi-Step Routes` checkbox is enabled in
-   :menuselection:`Configuration --> Settings` under the :guilabel:`Warehouse` heading. For more
-   information about routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules
-   <use-routes>`.
+To create a second warehouse, the *Storage Locations* feature must be enabled. To enable this
+feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`. Under the
+:guilabel:`Warehouse` section, tick the checkbox next to :guilabel:`Storage Locations`, and
+:guilabel:`Save` changes.
 
-- :guilabel:`Incoming/Outgoing Shipments`: select the routes that incoming and outgoing shipments
-  should follow
-- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied from this warehouse
-- :guilabel:`Manufacture to Resupply`: allow for items to be manufactured in this warehouse
-- :guilabel:`Manufacture`: select the route that should be followed when manufacturing goods inside
-  the warehouse
-- :guilabel:`Buy to Resupply`: check the box to allow for purchased products to be delivered to the
-  warehouse
-- :guilabel:`Resupply From`: select warehouses that can be used to resupply the warehouse being
-  created
-
-.. image:: create_a_second_warehouse/new-warehouse-configuration.png
+.. image:: create_a_second_warehouse/create-a-second-warehouse-enabled-setting.png
    :align: center
-   :alt: A filled out form for creating a new warehouse.
+   :alt: Warning pop-up window for creating a second warehouse before enabling Storage Locations.
+
+.. note::
+   Creating a second warehouse without first enabling the *Storage Locations* feature triggers a
+   :guilabel:`Warning` pop-up window. It indicates creating a second warehouse automatically
+   activates the *Storage Locations* setting.
+
+Create new warehouse
+====================
+
+To create a new warehouse, navigate to :menuselection:`Inventory app --> Configuration -->
+Warehouses`, and click :guilabel:`New`. Doing so opens a blank warehouse creation form.
+
+Fill out the following fields as necessary:
+
+- :guilabel:`Warehouse`: the full name of the warehouse.
+- :guilabel:`Short Name`: the abbreviated code used to identify the warehouse, i.e. `WH2` (the short
+  name for the default warehouse in Odoo is `WH`).
+- :guilabel:`Company`: the company that owns the warehouse. This can be set as the company that owns
+  the Odoo database or the company of a customer or vendor.
+- :guilabel:`Address`: the address where the warehouse is located. By default, this is set to the
+  company's address in the database.
+
+.. image:: create_a_second_warehouse/create-a-second-warehouse-new-warehouse-settings.png
+   :align: center
+   :alt: Filled out warehouse name and address settings on warehouse creation form.
+
+Under the :guilabel:`Warehouse Configuration` tab, configure the warehouse's main workflow in the
+:guilabel:`Shipments` section, and set available replenishment methods in the :guilabel:`Resupply`
+section.
 
 .. important::
-   Creating a second warehouse will automatically enable the *Storage Locations* setting, which
-   allows location tracking of products within a warehouse. To toggle this setting, navigate to
-   :menuselection:`Configuration --> Settings` and click the checkbox under the
-   :guilabel:`Warehouse` heading.
+   The :guilabel:`Shipments` and :guilabel:`Resupply` sections only appear if the
+   :guilabel:`Multi-Step Routes` checkbox is enabled in :menuselection:`Inventory app -->
+   Configuration --> Settings`, under the :guilabel:`Warehouse` heading. For more information about
+   routes and how they work in Odoo, see :ref:`Using Routes and Pull/Push Rules <use-routes>`.
 
-After filling out the form, click :guilabel:`Save` and the new warehouse will be created.
+In the :guilabel:`Shipments` section, choose between one, two, or three-step processes for both
+incoming and outgoing shipments.
+
+In the :guilabel:`Resupply` section, edit the following settings:
+
+- :guilabel:`Dropship Subcontractors`: enable this feature to coordinate with vendors, and have
+  components dropshipped directly to subcontractors for manufacturing.
+- :guilabel:`Resupply Subcontractors`: allow subcontractors to be resupplied with goods from this
+  warehouse.
+- :guilabel:`Manufacture to Resupply`: when products are manufactured, they can be delivered to this
+  warehouse.
+- :guilabel:`Manufacture`: the route that should be followed when manufacturing goods inside the
+  warehouse. Choose from one, two, and three-step production.
+- :guilabel:`Buy to Resupply`: when products are purchased, they can be delivered to this warehouse.
+- :guilabel:`Resupply From`: Check the box next to the other warehouses from which this warehouse
+  can replenish products. If the current warehouse does not have the stock, it can also pull
+  products from these selected warehouses in the database. Automatic resupply routes will be created
+  accordingly.
+
+.. image:: create_a_second_warehouse/create-a-second-warehouse-warehouse-configuration-tab.png
+   :align: center
+   :alt: Filled out Warehouse Configuration tab settings on warehouse creation form.
+
+Once ready, click :guilabel:`Save` to save the new warehouse's settings.
 
 Add inventory to a new warehouse
 ================================
 
-If a new warehouse is created that has existing inventory in it, the inventory counts should be
-added to Odoo so that the stock listed in the Odoo database reflects what is in the physical
-warehouse. To add inventory to a new warehouse, navigate to :menuselection:`Inventory -->
-Operations --> Inventory Adjustments`, and then click :guilabel:`Create`. The inventory adjustment
-form can then be filled out as follows:
+If a new warehouse is created to represent a real-world storage location with existing stock, update
+the warehouse's stock using an inventory adjustment.
 
-- :guilabel:`Inventory Reference`: the name or code that the inventory adjustment can be referred to
-  by
-- :guilabel:`Locations`: the location(s) where the inventory is stored; include the new warehouse
-  and any locations within it that inventory will be added to
-- :guilabel:`Products`: include all products that will be added to inventory or leave blank to
-  select any product during the next step
-- :guilabel:`Include Exhausted Products`: include products with a quantity of zero; does not affect
-  inventory adjustments for new warehouses since they have no existing inventory
-- :guilabel:`Accounting Date`: the date used by accounting teams for bookkeeping related to the
-  inventory
-- :guilabel:`Company`: the company that owns the inventory; can be set as the user's company or as a
-  customer or vendor
-- :guilabel:`Counted Quantities`: choose whether the counted quantities for products being added
-  should default to stock on hand or zero; does not affect inventory adjustments for new warehouses
-  since they have no existing inventory
+.. seealso::
+   :doc:`count_products`
 
-.. image:: create_a_second_warehouse/inventory-adjustment-configuration.png
-   :align: center
-   :alt: A filled out form for an inventory adjustment.
+To perform an inventory adjustment, navigate to :menuselection:`Inventory app --> Operations -->
+Physical Inventory`, and click :guilabel:`New`. Doing so adds a new line at the bottom of the list
+of inventory adjustments.
 
-Once the form is properly configured, click on :guilabel:`Start Inventory` to be taken to the next
-page where products can be added to the inventory adjustment. Add a new product by clicking on
-:guilabel:`Create` and then fill out the product line as follows:
+Configure the line by filling out the following fields as necessary:
 
-- :guilabel:`Product`: the product being added to inventory
-- :guilabel:`Location`: the location where the product is currently stored in the new warehouse;
-  this can be set as the overall warehouse or a location within the warehouse
+- :guilabel:`Location`: the location where the product is currently stored in the new warehouse.
+  This can be set as the overall warehouse, or a location within the warehouse.
+- :guilabel:`Product`: the product being added to inventory.
 - :guilabel:`Lot/Serial Number`: the lot that the product belongs to or the serial number used to
-  identify it
-- :guilabel:`On Hand`: the total quantity of the product stored in the location for which inventory
-  is being adjusted; this should be zero for a new location or warehouse
-- :guilabel:`Counted`: the amount of the product that is being added to inventory
-- :guilabel:`Difference`: the difference between the *On Hand* and *Counted* values; this will
-  automatically update to reflect the value entered in the :guilabel:`Counted` column
-- :guilabel:`UoM`: the unit of measure used for counting the product
+  identify it, if the product is tracked.
+- :guilabel:`On Hand Quantity`: the total quantity of the product stored in the location for which
+  inventory is being adjusted. For a new warehouse or location where a count or a prior inventory
+  adjustment has not taken place, this should be set to `0.00`.
+- :guilabel:`UoM`: the unit of measure (UoM) used for counting the product.
+- :guilabel:`Counted Quantity`: the amount of the product being added to inventory.
+- :guilabel:`Difference`: the difference between the on-hand and counted quantities. This
+  automatically updates to reflect the value entered in the :guilabel:`Counted Quantity` column.
+- :guilabel:`Scheduled Date`: the date selected for the next inventory count for this product.
+- :guilabel:`User`: the user who recorded the inventory adjustment in the database.
 
-.. image:: create_a_second_warehouse/product-line-configuration.png
+.. image:: create_a_second_warehouse/create-a-second-warehouse-inventory-adjustment.png
    :align: center
-   :alt: Include a line for each product being added to inventory.
+   :alt: Filled out inventory adjustment line for product in new warehouse.
 
-After adding all the products already stored in the new warehouse, click :guilabel:`Validate
-Inventory` to complete the inventory adjustment. The values in the :guilabel:`On Hand` column will
-update to reflect those in the :guilabel:`Counted` column and the products added will appear in the
-inventory of the new warehouse.
+Once each line for the products being added to the new warehouse is configured, click
+:guilabel:`Apply` on each line to apply the new inventory counts.
+
+The values in the :guilabel:`On Hand Quantity` column update to reflect those in the
+:guilabel:`Counted Quantity` column, and the products added appear in the new warehouse's stock.
+
+.. note::
+   If products tracked using a lot number or serial number are added without specifying the tracking
+   number, a :guilabel:`Tracked Products in Inventory Adjustment` pop-up window appears upon
+   clicking :guilabel:`Apply` on that product's line.
+
+   The pop-up indicates tracked products were added, but the lots/serial numbers were not defined.
+   To apply the adjustment without the numbers, click :guilabel:`Apply`. To add the numbers before
+   applying, click :guilabel:`Discard`, and add the numbers. Then, once ready, click
+   :guilabel:`Apply` again.
+
+   .. image:: create_a_second_warehouse/create-a-second-warehouse-popup-window.png
+      :align: center
+      :alt: Tracked Products in Inventory Adjustment pop-up window.
+
+.. seealso::
+   :doc:`warehouses_locations`