diff --git a/content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst b/content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst index eb1cb86be..5e5fb9f47 100644 --- a/content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst +++ b/content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst @@ -1,17 +1,219 @@ -============================== -Create a Transfer from Scratch +========================================== +Create and process transfers with barcodes +========================================== + +The *Barcode* app can be used to process internal transfers for all types of products, including +transfers for products tracked using lots or serial numbers. Transfers can be created from scratch +in real time using an Odoo-compatible barcode scanner or the Odoo mobile app. + +For a list of Odoo-compatible barcode mobile scanners, and other hardware for the *Inventory* app, +refer to the `Odoo Inventory • Hardware page `_. + +Enable Barcode app +================== + +To use the *Barcode* app to process transfers, it must be installed by enabling the feature from the +settings of the *Inventory* app. + +To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down +to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner` +feature. + +Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes. + +When the page has refreshed, new options are displayed under the :guilabel:`Barcode Scanner` +feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either +:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The +nomenclature selected changes how scanners interpret barcodes in Odoo. + +There is also a :guilabel:`Configure Product Barcodes` internal link arrow, and a set of +:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet. + +.. image:: transfers_scratch/transfers-scratch-enabled-barcode-setting.png + :align: center + :alt: Enabled Barcode feature in Inventory app settings. + +For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your +barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo <../setup/software>` +documentation pages. + +Scan barcodes for internal transfers +==================================== + +To create and process internal transfers for products in a warehouse, the :guilabel:`Storage +Locations` and :guilabel:`Multi-Step Routes` features **must** be enabled. + +To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down +to the :guilabel:`Warehouse` section, and click the checkboxes next to :guilabel:`Storage Locations` +and :guilabel:`Multi-Step Routes`. + +Then, click :guilabel:`Save` at the top of the page to save changes. + +Create an internal transfer +--------------------------- + +To process existing internal transfers, there first needs to be an internal transfer created, and an +operation to process. + +To create an internal transfer, navigate to the :menuselection:`Inventory app`. From the +:guilabel:`Inventory Overview` dashboard, locate the :guilabel:`Internal Transfers` card, and click +on the :guilabel:`0 To Process` button. + +Then, click :guilabel:`Create` in the top left of the resulting page. This navigates to a new +:guilabel:`Internal Transfer` form. + +On this blank form, the :guilabel:`Operation Type` is automatically listed as :guilabel:`Internal +Transfers`. Under that field, the :guilabel:`Source Location` and :guilabel:`Destination Location` +are set as :guilabel:`WH/Stock` by default, but can be changed to whichever locations the products +are being moved from, and moved to. + +.. image:: transfers_scratch/transfers-scratch-internal-transfer-form.png + :align: center + :alt: Blank internal transfer form with source location and destination location. + +Once the desired locations have been selected, products can be added to the transfer. On the +:guilabel:`Product` line under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and +select the desired product(s) to add to the transfer. + +Once ready, click :guilabel:`Save` at the top of the form to save the new internal transfer. Once +saved, click the :guilabel:`Detailed Operations` icon (four lines, at the far right of the +:guilabel:`Product` line) to open the :guilabel:`Detailed Operations` pop-up window. + +.. image:: transfers_scratch/transfers-scratch-detailed-operations-popup.png + :align: center + :alt: Internal transfer detailed operations pop-up window. + +From the pop-up, click :guilabel:`Add a line`. + +Then, in the :guilabel:`To` column, change the location from :guilabel:`WH/Stock` to a different +location, where the products should be moved. + +Next, in the :guilabel:`Done` column, change the quantity to the desired quantity to transfer. Once +ready, click :guilabel:`Confirm` to close out the pop-up window. + +Scan barcodes for internal transfer +----------------------------------- + +To process and scan barcodes for internal transfers, navigate to the :menuselection:`Barcode app`. + +Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different +options is presented. + +To process internal transfers, click on the :guilabel:`Operations` button at the bottom of the +screen. This navigates to an :menuselection:`Operations` overview page. + +.. image:: transfers_scratch/transfers-scratch-barcode-app.png + :align: center + :alt: Barcode app start screen with scanner. + +From this page, locate the :guilabel:`Internal Transfers` card, and click the :guilabel:`# To +Process` button to view all outstanding internal transfers. Then, select the desired operation to +process. This navigates to the barcode transfer screen. + +.. note:: + When using the *Barcode* app without the *Inventory* app (**only** if using a barcode scanner or + the Odoo mobile app), the barcodes for each transfer of a corresponding operation type can be + scanned to be processed easily. + + Once scanned, the products that are part of an existing transfer can be scanned, and new products + can be added to the transfer, as well. Once all products have been scanned, validate the transfer + to proceed with the stock moves. + +From this screen, an overview of all products to process within that specific internal transfer +(**WH/INT/000XX**) is shown. At the bottom of the screen, there are options to :guilabel:`Add +Product` or :guilabel:`Validate`, depending on if products need to be added to the operation, or if +the whole operation should be validated at once. + +.. image:: transfers_scratch/transfers-scratch-receipts-overview.png + :align: center + :alt: Overview of receipts in transfer to scan. + +Then, scan the barcode of the product to process the internal transfer. + +Or, to process and scan each product individually, choose a specific product line. The +:guilabel:`+ 1` button can be clicked to add additional quantity of that product to the transfer, or +the :guilabel:`pencil icon` can be clicked to open a new screen to edit that product line. + +In the product's pop-up window, the product and the units to process is displayed with a number pad. +Under the product name, the :guilabel:`Quantity` line can be edited. Change the number in the line +to the quantity listed to be transferred on the internal transfer form. + +.. example:: + In the internal transfer operation `WH/INT/000XX`, `50 Units` of the `Transfer Product` is + moved from `WH/Stock` to `WH/Stock/Shelf 1`. `[TRANSFER_PROD]` is the :guilabel:`Internal + Reference` set on the product form. Scan the barcode of the `Transfer Product` to receive one + unit. Afterwards, click the :guilabel:`pencil icon` to manually enter the transferred quantities. + + .. image:: transfers_scratch/transfers-scratch-product-line-editor.png + :align: center + :alt: Product line editor for individual transfer in Barcode app. + +Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract +quantity of the product, and the number keys can be used to add quantity, as well. + +Below the number keys are the two :guilabel:`location` lines, which read whichever locations were +previously specified on the internal transfer form, in this case `WH/Stock` and `WH/Stock/Shelf 1`. +Click these lines to reveal a drop-down menu of additional locations to choose from. + +Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line. + +Then, from the overview page with all products to process within that transfer (**WH/INT/000XX**), +click :guilabel:`Validate`. The receipt has now been processed, and the *Barcode* app can be closed +out. + +.. tip:: + The *Barcode* app can also be used to scan products in internal transfers containing unique lot + numbers and serial numbers. + + From the barcode transfer screen, scan the barcode of a lot or serial number, and Odoo + automatically increases the quantity of the product to the quantity recorded in the database. If + the same lot or serial number is shared between different products, scan the product barcode + first, then the barcode of the lot/serial number. + +Create a transfer from scratch ============================== -To create a transfer from the *Barcode* application, you first need to -print the operation type barcodes. To do so, you can download the -*Stock barcode sheet* from the home page of the app. +In addition to processing and scanning barcodes for existing, previously-created internal transfers, +the *Barcode* app can also be used to create transfers from scratch, simply by scanning a printed +operation type barcode. -.. image:: transfers_scratch/transfers_scratch_01.png - :align: center +.. admonition:: Did you know? -Once done, you can scan the one for which you want to create a new -document. Then, an empty document will be created and you will be able -to scan your products to populate it. + Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app. + These can be used for testing purposes, and can be printed from the home screen of the app. To + access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock + barcodes sheet` (bolded and highlighted in blue) in the information pop-up above the scanner. -.. image:: transfers_scratch/transfers_scratch_02.png - :align: center + .. image:: transfers_scratch/transfers-scratch-demo-data.png + :align: center + :alt: Demo data prompt pop-up on Barcode app main screen. + +To do this, first navigate to the :menuselection:`Barcode app`. Once inside the *Barcode* app, a +:guilabel:`Barcode Scanning` screen displaying different options is presented. + +From this screen, when using a USB or bluetooth barcode scanner, directly scan the product barcode. + +When using a smartphone as the barcode scanner, click the :guilabel:`Tap to Scan` button (next to +the camera icon, at the center of the screen). This opens a :guilabel:`Barcode Scanner` pop-up +screen that enables the camera of the device being used. + +Face the camera toward the printed operation type barcode to scan it. Doing so processes the +barcode, and navigates to a barcode transfer screen. + +From this screen, an overview of all products to process within that specific internal transfer +(**WH/INT/000XX**) is shown. Since this is a new transfer created from scratch, however, there +should not be any products listed on the page. + +To add products, scan the product barcode. If the barcode is not available, manually enter the +product into the system by clicking the :guilabel:`Add Product` button at the bottom of the screen, +and add the products and product quantities that should be transferred. + +Once ready, click :guilabel:`Confirm` to confirm the changes made to the product line. + +.. image:: transfers_scratch/transfers-scratch-blank-product-editor.png + :align: center + :alt: Blank product editor in scratch internal transfer. + +Then, from the overview page with all products to process within that transfer (**WH/INT/000XX**), +click :guilabel:`Validate`. 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