[ADD] inventory: assign new serials

closes odoo/documentation#8731

X-original-commit: 1fc601e7c3
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
This commit is contained in:
Felicious 2024-04-05 13:29:46 -07:00
parent 44e9dfb329
commit e0a499bb39
15 changed files with 226 additions and 49 deletions

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@ -9,6 +9,7 @@ Product tracking
product_tracking/type
product_tracking/differences
product_tracking/create_sn
product_tracking/serial_numbers
product_tracking/lots
product_tracking/expiration_dates

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@ -0,0 +1,202 @@
=====================
Assign serial numbers
=====================
Assigning serial numbers to individual products allows the for tracking of properties,
:doc:`expiration dates <expiration_dates>`, and location throughout the supply chain, which
particularly benefits manufacturers providing after-sales services.
.. seealso::
- `Odoo Tutorials: Serial Numbers <https://www.youtube.com/watch?v=ZP-gMz2X5AY>`_
- :doc:`serial_numbers`
In Odoo, serial numbers are assigned to products:
- in the :ref:`Detailed Operations page <inventory/product_management/detailed-operations>` on a
receipt
- by clicking the :ref:`Assign Serial Numbers <inventory/product_management/assign-sn>` button on a
receipt
- in the :ref:`Open: Stock move window <inventory/product_management/stock-move-section>` on a
receipt
- when closing a manufacturing order
- when making an inventory adjustment
.. _inventory/product_management/detailed-operations-popup:
.. figure:: create_sn/assign-serial-numbers.png
:align: center
:alt: Display the Detailed Operations smart button and bulleted list icon on a receipt.
Display the **Detailed Operations** smart button and bulleted list icon on a receipt.
Configuration
=============
To assign serial numbers to products, activate the :guilabel:`Lots and Serial Numbers` feature in
:menuselection:`Inventory app --> Configuration --> Settings`.
Then, in the :guilabel:`Inventory` tab of an item's product form, set the :guilabel:`Tracking` field
to :guilabel:`By Unique Serial Number`.
.. seealso::
- :ref:`Enable serial numbers <inventory/product_management/enable-lots>`
- :ref:`Track products by serial numbers <inventory/product_management/configure-lots>`
.. _inventory/product_management/configure-new-serials:
Next, enable creating new serial numbers by going to :menuselection:`Inventory app --> Configuration
--> Operations Types`.
From the :guilabel:`Operations Types` page, select the desired operation type (e.g.
:guilabel:`Receipts`, :guilabel:`Delivery Orders`, or :guilabel:`Manufacturing`), and select the
:guilabel:`Create New` option in the :guilabel:`Lots/Serial Numbers` section of the operation type's
configuration page.
.. image:: create_sn/create-new.png
:align: center
:alt: Show "Create New" option is selected on the Receipts operation type.
.. _inventory/product_management/detailed-operations:
Detailed Operations
===================
Serial numbers can be assigned to products when entering stock for the first time, from the
:guilabel:`Detailed Operations` page on the receipt. Receipts can be accessed by navigating to
:menuselection:`Inventory app --> Operations --> Receipts`.
.. important::
Serial numbers can **not** be assigned to products on a request for quotation (RfQ) or purchase
order (PO) — **only** on a receipt.
.. figure:: create_sn/purchase-order-or-receipt.png
:align: center
:alt: Show the purchase order and the Receipt smart button
Screenshot of a "Purchase Order" with the "Receipt" smart button at the top.
To record an item's serial number before receiving the item, follow the steps in the next
sections to assign serial numbers, but do **not** click the receipt's :guilabel:`Validate`
button, until the products are received from the vendor.
Assign a single serial number to a product by clicking the :guilabel:`Detailed Operations` smart
button on a receipt.
In the :guilabel:`Lot/Serial Number Name` column, manually type in the serial number for a single
product.
.. image:: create_sn/add-a-line.png
:align: center
:alt: Add a line on the Detailed Operations page to assign serial numbers.
When finished, click the receipt's breadcrumbs, and the assigned serial numbers are automatically
saved.
.. _inventory/product_management/assign-sn:
Assign serial numbers
=====================
To generate new serial numbers in a sequence, click the :guilabel:`+ (plus)` icon in the
:ref:`product line <inventory/product_management/detailed-operations-popup>`.
.. image:: create_sn/plus-icon.png
:align: center
:alt: Show the plus icon in the product line.
.. important::
If the icon is not visible, ensure the :guilabel:`Create New` option is selected in the
:ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
Doing so opens the :guilabel:`Assign Serial Numbers` pop-up window. The :guilabel:`Number of SN`
field is auto-filled based on the product quantity requiring serial numbers. Manually input the
first serial number in the :guilabel:`First SN` field, and click :guilabel:`Assign Serial Numbers`
to generate a sequence of serial numbers based on the first serial number entered.
.. image:: create_sn/assign-numbers-in-sequence.png
:align: center
:alt: Show Assign Serial numbers pop-up.
.. _inventory/product_management/stock-move-section:
Stock move pop-up window
========================
For various methods of assigning serial numbers in bulk, click the :guilabel:`⦙≣ (bulleted list)`
icon in the :ref:`product line <inventory/product_management/detailed-operations-popup>` of a
receipt.
Add a line
----------
In the :guilabel:`Open: Stock move` pop-up window that appears, manually input the serial numbers in
the :guilabel:`Lot/Serial Number` column.
.. image:: create_sn/add-a-line-stock-move.png
:align: center
:alt: Add a line on the Stock move pop-up.
Generate Serials
----------------
Assign multiple serial numbers at once by clicking the :guilabel:`Generate Serials/Lots` button in
the :guilabel:`Open: Stock move` pop-up window.
.. image:: create_sn/generate-serials.png
:align: center
:alt: Show generate serials button.
Doing so opens the :guilabel:`Generate Serial numbers` pop-up window, where the first serial number
is entered in the :guilabel:`First SN` field to generate a sequence of serial numbers, based on the
first serial number entered.
For more details on how to fill in this pop-up window, :ref:`refer to this section
<inventory/product_management/assign-sn>`.
Import Serials
--------------
Assign multiple serial numbers at once by clicking the :guilabel:`Import Serials/Lots` button in the
:guilabel:`Open: Stock move` pop-up window.
.. important::
If the button is not visible, ensure the :guilabel:`Create New` option is selected in the
:ref:`receipt's configuration page <inventory/product_management/configure-new-serials>`.
Doing so opens the :guilabel:`Import Lots` pop-up window. Enter each serial number on a separate
line in the :guilabel:`Lots/Serial numbers` text field.
.. tip::
Copy/paste serial numbers from an existing excel spreadsheet and add them to the
:guilabel:`Lots/Serial numbers` text field.
.. image:: create_sn/copy-from-excel.png
:align: center
:alt: Show excel sheet to copy serial numbers from.
Tick the :guilabel:`Keep current lines` checkbox to add serial numbers to the list of products, and
serial numbers in the :guilabel:`Lot/Serial Number` table, in the :guilabel:`Open: Stock move`
pop-up window. To replace the serial numbers in the list, leave the :guilabel:`Keep current lines`
option unchecked.
Finally, click :guilabel:`Generate`.
.. example::
For a receipt with a :guilabel:`Demand` of `3.00` products, one product has already been assigned
a serial number in the :guilabel:`Open: Stock move` pop-up window.
So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` and `125` are
assigned to the remaining products by entering the following in the :guilabel:`Lots/Serial
numbers` input field:
.. code-block::
124
125
The :guilabel:`Keep current lines` option is selected to add these two serial numbers **in
addition** to the serial number, `123`, that has already been assigned.
.. image:: create_sn/import-serial.png
:align: center
:alt: Show example of correctly inputting serial numbers in the text field.

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@ -16,6 +16,8 @@ manufacturers that provide after-sales services to products that they sell and d
.. seealso::
:doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`
.. _inventory/product_management/enable-lots:
Enable lots & serial numbers
============================
@ -28,7 +30,7 @@ Numbers`. Remember to click the :guilabel:`Save` button to save changes.
:align: center
:alt: Enabled lots and serial numbers setting.
.. _inventory/serial_numbers/configure:
.. _inventory/product_management/configure-lots:
Configure serial number tracking on products
============================================
@ -98,60 +100,32 @@ Serial numbers can be assigned for both **incoming** and **outgoing** goods. For
serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers
are assigned directly on the sales order form.
Manage serial numbers on receipts
---------------------------------
Assign serial numbers to newly received products
------------------------------------------------
Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO).
Assigning serial numbers to **incoming** goods can be done on the receipt, by clicking the
:ref:`Detailed Operations smart button <inventory/product_management/detailed-operations>` or by
clicking the :guilabel:`⦙≣ (bulleted list)` icon in the product line.
To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase app --> Create`. Doing
so reveals a new, blank request for quotation (RFQ) form.
.. seealso::
:doc:`create_sn`
On this :abbr:`RFQ (request for quotation)` form, fill out the necessary information, by adding a
:guilabel:`Vendor`, and by adding the desired products to the :guilabel:`Product` lines, by clicking
:guilabel:`Add a product`, under the :guilabel:`Products` tab.
Choose the desired quantity of the product to order, by changing the number in the
:guilabel:`Quantity` column.
When the necessary configurations are complete, click :guilabel:`Confirm Order`. This will convert
the :abbr:`RFQ (request for quotation)` to a purchase order.
Then, click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form page for
that specific :abbr:`PO (purchase order)`.
.. image:: serial_numbers/assign-serial-numbers.png
:align: center
:alt: Display the bulleted list icon and Detailed Operations smart buttons.
.. warning::
Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities
will cause a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or
serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be
validated without a serial number being assigned.
Clicking :guilabel:`Validate` before assigning a serial number to received quantities will cause
a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or serial number
for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without
a serial number being assigned.
.. image:: serial_numbers/serial-numbers-user-error-popup.png
:align: center
:alt: User error popup prompting serial number entry.
.. image:: serial_numbers/serial-numbers-user-error-popup.png
:align: center
:alt: User error popup prompting serial number entry.
From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four
horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the
:guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up.
In this pop-up, configure a number of different fields, including the assignation of a serial number
(or serial numbers) under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of
the pop-up.
There are three ways to do this: manually assigning serial numbers, automatically assigning serial
numbers, and copy/pasting serial numbers from a spreadsheet.
Assign serial numbers manually
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To assign serial numbers manually, click :guilabel:`Add a line` from the :guilabel:`Detailed
Operations` pop-up, and first choose the location where the product will be stored under the
:guilabel:`To` column.
Then, type a new :guilabel:`Serial Number Name`, and set the :guilabel:`Done` quantity in the
appropriate columns.
Repeat this process for the quantity of products shown in the :guilabel:`Demand` field, and until
the :guilabel:`Quantity Done` field displays the correct (matching) number of products processed.
There are multiple ways to do this: manually assigning serial numbers, automatically assigning
serial numbers, and copy/pasting serial numbers from a spreadsheet.
Assign serial numbers automatically
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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@ -228,7 +228,7 @@ quantities for the picking.
`1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product
barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the
unique serial number for :ref:`product tracking <inventory/serial_numbers/configure>`.
unique serial number for :ref:`product tracking <inventory/product_management/configure-lots>`.
.. image:: batch_transfers/barcode-products.png
:align: center