diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst index 52e265db8..3bb77fbb4 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst @@ -7,6 +7,7 @@ Product tracking .. toctree:: :titlesonly: + product_tracking/type product_tracking/differences product_tracking/serial_numbers product_tracking/lots diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst new file mode 100644 index 000000000..cc18860b5 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type.rst @@ -0,0 +1,232 @@ +============ +Product type +============ + +.. |BOM| replace:: :abbr:`BoM (Bill of Materials)` + +Define *product types* in Odoo to track products in varying levels of detail. + +Classify products as *storable* to track stock counts, allowing users to trigger :doc:`reordering +rules <../product_replenishment/reordering_rules>` for generating purchase orders. *Consumable* +products are assumed to always be in stock, and *service* products are performed and served by the +business. + +.. seealso:: + `Odoo Tutorials: Product Type `_ + +Set product type +================ + +To set a product type, go to :menuselection:`Inventory app --> Products --> Products`, and select +the desired product from the list. + +On the product form, in the :guilabel:`Product Type` field, select: + +- :guilabel:`Storable Product` for products tracked with stock counts. Only storable products can + trigger reordering rules for generating purchase orders; + + .. tip:: + Choose :guilabel:`Storable Product` if it is necessary to track a product's stock at various + locations, inventory valuations, or if the product has lots and/or serial numbers. + +- :guilabel:`Consumable` for products that are always assumed to be in stock, whose quantities are + not necessary to track or forecast (e.g. nails, toilet paper, coffee, etc.). Consumables are + replaceable and essential, but exact counts are unnecessary; or +- :guilabel:`Service` for sellable service products that are performed, and not tracked with stock + counts (i.e. maintenance, installation, or repair services). + + .. image:: type/product-form.png + :align: center + :alt: Set a product type on the product form. + +.. note:: + The product types listed above are part of the standard *Inventory* app. For access to the fields + below, :ref:`install ` the corresponding apps **in addition** to *Inventory*. + +- :guilabel:`Booking Fees`: charge a fee for booking appointments through the *Appointments* app. + Requires the installation of the *Calendar* app and *Pay to Book* (`appointment_account_payment`) + module +- :guilabel:`Combo`: create discounted products sold in a bundle. Requires the installation of the + *PoS* app. +- :guilabel:`Event Ticket`: sold to attendees wanting to go to an event. Requires the installation + of the *Events* app +- :guilabel:`Event Booth`: sold to partners or sponsors to set up a booth at an event. Requires the + installation of the *Events* app +- :guilabel:`Course`: sell access to an educational course. Requires the installation of the + *eLearning* app + +Compare types +============= + +Below is a summary of how each product type affects common *Inventory* operations, like transfers, +reordering rules, and the forecasted report. Click the chart item with an asterisk (*) to navigate +to detailed sections. + +.. list-table:: + :header-rows: 1 + :stub-columns: 1 + + * - Product type + - Storable + - Consumable + - Service + * - Physical product + - Yes + - Yes + - No + * - On-hand quantity + - :ref:`Yes* ` + - :ref:`Yes* ` + - No + * - :doc:`Inventory valuation + <../../warehouses_storage/inventory_valuation/using_inventory_valuation>` + - Yes + - No + - No + * - Create transfer + - :ref:`Yes* ` + - :ref:`Yes* ` + - :ref:`No* ` + * - :doc:`Lot/serial number tracking ` + - Yes + - No + - No + * - Create purchase order + - Yes + - :ref:`Yes* ` + - No + * - Can be manufactured or subcontracted + - :ref:`Yes* ` + - :ref:`Yes* ` + - No + * - Can be in a kit + - Yes + - Yes + - No + * - Placed in package + - Yes + - :ref:`Yes* ` + - No + * - Appears on Inventory report + - :ref:`Yes ` + - No + - No + +.. _inventory/product_management/on-hand-store: + +On-hand quantity +---------------- + +A storable product's on-hand and forecasted quantities, based on incoming and outgoing orders, are +reflected on the product form, accessed by going to :menuselection:`Inventory app --> Products --> +Products`, and selecting the desired product. + +.. figure:: type/on-hand.png + :align: center + :alt: Show "On Hand" and "Forecast" smart buttons. + + Current and forecasted quantities are displayed in the **On Hand** and **Forecasted** smart + buttons on the product form. + +.. _inventory/product_management/on-hand-con: + +On the other hand, consumable products are regarded as always available, and they **cannot** be +managed using reordering rules or lot/serial numbers. + +.. _inventory/product_management/transfer-store: + +Create transfer +--------------- + +*Transfers* are any warehouse operation, such as receipts, internal or batch transfers, or +deliveries. + +When creating a transfer for storable products in the *Inventory* app, transfers modify the on-hand +quantity at each location. + +For example, transferring five units from the internal location `WH/Stock` to `WH/Packing Zone` +decreases the recorded quantity at `WH/Stock` and increases it at `WH/Packing Zone`. + +.. _inventory/product_management/transfer-con: + +For consumable products, transfers can be created, but exact quantities at each storage location are +not tracked. + +.. _inventory/product_management/transfer-serv: + +Service products cannot be included in transfers, but these products can be `linked to projects and +tasks for deadline tracking `_. + +.. _inventory/product_management/po: + +Create purchase order +--------------------- + +Both storable and consumable products can be included in a request for quotation in the *Purchase* +app. + +However, when receiving consumable products, their on-hand quantity does not change upon validating +the receipt (e.g. `WH/IN`). + +.. _inventory/product_management/manufacture: + +Manufacture or subcontract +-------------------------- + +Storable and consumable products can be manufactured, subcontracted, or included in a bill of +materials (BoM). + +.. figure:: type/manufacture.png + :align: center + :alt: Show "Bill of Materials" and "Used In" smart buttons. + + When the **Bill of Materials** and **Used In** smart buttons are visible on the product form, + this indicates the product can be manufactured or used as a component of a |BOM|. + +.. _inventory/product_management/package: + +Packages +-------- + +Both storable and consumable products can be placed in :doc:`packages `. + +However, for consumable products, the quantity is not tracked, and the product is not listed in the +package's :guilabel:`Contents`, accessed by going to :menuselection:`Inventory app --> Products --> +Packages`, and selecting the desired package. + +.. figure:: type/package-content.png + :align: center + :alt: Show Packages page, containing the package contents list. + + A consumable product was placed in the package, but the **Content** section does not list it. + +If the *Move Entire Package* feature is enabled, moving a package updates the location of the +contained storable products. However, the location of consumable products are not updated. + +.. _inventory/product_management/report: + +Inventory report +---------------- + +**Only** storable products appear on the following reports. + +The *stock report* is a comprehensive list of all on-hand, unreserved, incoming, and outgoing +storable products. The report is only available to users with :doc:`administrator access +<../../../../general/users/access_rights>`, and is found by navigating to :menuselection:`Inventory +app --> Reporting --> Stock`. + +.. image:: type/stock-report.png + :align: center + :alt: Show stock reporting list found in Inventory > Reporting > Stock. + +The *location report* is a breakdown of each location (internal, external, or virtual) and the +on-hand and reserved quantity of each storable product. The report is only available with the +*Storage Location* feature activated (:menuselection:`Inventory app --> Configuration --> +Settings`), and to users with :doc:`administrator access <../../../../general/users/access_rights>`. + +Navigate to the location report by going to :menuselection:`Inventory app --> Reporting --> +Locations`. + +.. image:: type/location-report.png + :align: center + :alt: Show location reporting list found in Inventory > Reporting > Locations. diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/location-report.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/location-report.png new file mode 100644 index 000000000..e77f9df5e Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/location-report.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/manufacture.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/manufacture.png new file mode 100644 index 000000000..81a5111d9 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/manufacture.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/on-hand.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/on-hand.png new file mode 100644 index 000000000..d7133669f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/on-hand.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/package-content.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/package-content.png new file mode 100644 index 000000000..31c71c06f Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/package-content.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/product-form.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/product-form.png new file mode 100644 index 000000000..cb1240175 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/product-form.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/stock-report.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/stock-report.png new file mode 100644 index 000000000..620de1e38 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/type/stock-report.png differ