[ADD] Inventory: product catalog
closes odoo/documentation#10998
X-original-commit: 4f2402aec4
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -138,4 +138,4 @@ provide helpful context, and distinguish between internal and external locations
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inventory_management/count_products
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inventory_management/cycle_counts
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inventory_management/scrap_inventory
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inventory_management/product_catalog
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===============
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Product catalog
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===============
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.. |SO| replace:: :abbr:`SO (sales order)`
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.. |SOs| replace:: :abbr:`SOs (sales orders)`
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.. |BoM| replace:: :abbr:`BoM (bill of materials)`
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.. |RfQ| replace:: :abbr:`RfQ (request for quotation)`
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The product *catalog* is a feature integrated with any Odoo app that allows users to add products or
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components to an order. This includes the **Inventory**, **Manufacturing**, **Sales**, **Purchase**,
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and **Repairs** apps, among others.
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The product catalog can be accessed from the first tab of a quotation, request for quotation (RfQ),
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order, or bill of materials (BoM) form, and opens in a new page when selected. The catalog displays
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products and components in a user-friendly, POS-style format, from which they can be selected and
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added to forms.
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The product catalog simplifies the creation of new sales orders (SOs), purchase orders (POs),
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manufacturing orders (MOs), bill of materials (BoMs), and more, by providing a visual interface
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through which products and components can be quickly selected.
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Use product catalog
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===================
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To use the product catalog, begin by creating or opening a quotation, |RfQ|, order, or |BoM| to
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which products or components can be added. For example, create a new sales quotation by navigating
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to :menuselection:`Sales app`, and clicking :guilabel:`New`.
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On the form (quotation, |RfQ|, order, |BoM|), make sure the first tab on the bottom is selected.
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Depending on the form being configured, this tab may be titled *Order Lines*, *Components*,
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*Products*, or *Parts*.
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On the first blank line of the tab, click the :guilabel:`Catalog` link to open the catalog in a new
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page.
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.. image:: product_catalog/catalog-button.png
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:align: center
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:alt: The "Catalog" button on the "Order Lines" tab of a sales quotation.
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The product catalog displays a card for each product added to Odoo. Each card displays a few key
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details about the corresponding product:
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- Product photo
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- Product title
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- Price or cost of the product, depending on whether it is bought, sold, or used as a
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component
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- Reference code (e.g. *DESK0005*)
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- On-hand quantity
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- Variant attributes (e.g. *Color: White*)
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.. image:: product_catalog/product-card.png
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:align: center
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:alt: A product card in the product catalog.
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Products can be filtered using the search bar at the top of the page, or the sidebar on the left
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side of the page.
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To filter by product type, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` button on the
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right side of the search bar to open the search menu. In the :guilabel:`Filters` section, select the
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:guilabel:`Services` filter to only show service products, or the :guilabel:`Products` filter to
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only show physical products.
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When creating or configuring a quotation or |SO|, specifically, an :guilabel:`In the Order` filter
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appears in the :guilabel:`Filters` section of the search bar. Select this filter to only show
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products that have already been added to the form.
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In the sidebar on the left side of the page, select an option in the :icon:`fa-th-list`
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:guilabel:`PRODUCT CATEGORY` section to filter by product category, or an option in the
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:icon:`fa-th-list` :guilabel:`ATTRIBUTES` section to filter by variant attribute.
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.. image:: product_catalog/filter-sidebar.png
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:align: center
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:alt: The filter sidebar in the product catalog.
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To add a product, click on the product's card, or click the :icon:`fa-shopping-cart` :guilabel:`Add`
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button in the bottom-right corner of the card. Doing so adds one unit of the product, which is
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displayed in a field in the bottom-left corner of the card.
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Once a product has been added, clicking the product card continues to add units of the product in
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increments of one.
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To adjust the quantity of the product added, click the :icon:`fa-minus` :guilabel:`(minus)` button
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to reduce the quantity by one, or the :icon:`fa-plus` :guilabel:`(plus)` button to increase it by
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one.
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Alternatively, a specific quantity can be entered by selecting the field between the
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:icon:`fa-minus` :guilabel:`(minus)` and :icon:`fa-plus` :guilabel:`(plus)` buttons, and typing in
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the desired quantity.
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To remove a product from the order or |BoM| entirely, either click the :icon:`fa-trash`
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:guilabel:`Remove` button in the bottom-right corner of the product card, or click the
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:icon:`fa-minus` :guilabel:`(minus)` button until the quantity has been reduced to zero.
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.. image:: product_catalog/added-product.png
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:align: center
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:alt: A product card for a product that has been added.
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Once the desired quantity of each product has been added, return to the form by clicking the
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:guilabel:`Back to [X]` button at the top of the screen. This button differs depending on the type
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of form being configured (quotation, |BoM|, etc.).
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.. important::
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Products appear in the product catalog, and can be added to orders, even if there
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are zero units of the product on hand. As a result, it is important to confirm the quantity of a
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product being added to an order is actually available, or inventory inconsistencies may arise.
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