[IMP] inventory: update wh/loc doc

closes odoo/documentation#9199

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Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Brandon Seltenrich (BRSE) 2024-05-01 10:20:15 -04:00
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===============================
Manage Warehouses and Locations
Manage warehouses and locations
===============================
Terminology
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Warehouse
---------
In Odoo, a *warehouse* is the actual building/place in which a company's items are stocked. Multiple
warehouses can be set up in Odoo and the user can create moves between warehouses.
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.
Multiple warehouses can be set up in Odoo, and stock moves can be created between warehouses.
.. _inventory/warehouses_storage/difference-warehouse-location:
Location
--------
A **Location** is a specific space within the warehouse. It can be a sublocation of the warehouse
(a shelf, a floor, an aisle, and so on). Therefore, a location is part of one warehouse only and it
is not possible to link one location to multiple warehouses. In Odoo, as many locations can be
configured as needed under one warehouse.
In Odoo *Inventory*, a *location* is a specific space within a warehouse. This can be a shelf, room,
aisle, rack, bin, etc. Locations allow for the storage of products in designated areas of the
warehouse, to help track inventory accurately.
There are three types of locations:
A location is only part of *one* warehouse, and can **not** be linked to multiple warehouses. As
many locations can be configured as needed under one warehouse.
- The **Physical Locations** are internal locations that are part of the warehouses that the
company owns. They can be the loading and unloading areas of the warehouse, a shelf, a department,
etc.
There are three types of locations in Odoo *Inventory*:
- The **Partner Locations** are spaces within a customer and/or vendor's warehouse. They work the
same way as physical locations, with the only difference being that they are not owned by the
user's company.
- **Physical Locations**: internal locations within a single warehouse owned by the company. This
can include shipping and loading docks, aisles, shelves, storage areas, and more.
- **Partner Locations**: external locations, such as designated spaces in a customer or vendor's
warehouse. They are similar to physical locations, but they are **not** owned by the user's
company.
- **Virtual Locations**: this type of location does not exist as a physical space, but products can
be "stored" here when they are not physically in an inventory yet. *Inventory Loss* and
*Procurements* are examples of virtual locations, for products that are lost or in transit to the
warehouse.
- The **Virtual Locations** are places that do not exist, but in which products can be placed when
they are not physically in an inventory yet (or anymore). They come in handy when recording lost
products (**Inventory Loss**), or accounting for products that are on their way to the warehouse
(**Procurements**).
In Odoo, locations are structured hierarchically. Locations can be structured as a tree, dependent
on a parent-child relationship. This gives more detailed levels of analysis of the stock operations
and the organization of the warehouses.
Every location within a warehouse can serve as a parent location, and every parent location can have
multiple locations within it, allowing for the creation of a hierarchical structure. This allows for
more detailed levels of analysis of the stock operations and the organization of the warehouses.
Configuration
=============
To activate locations, go to :menuselection:`Configuration --> Settings` and enable
:guilabel:`Storage Locations`. Then, click :guilabel:`Save`.
For companies with one warehouse, no additional settings are required to activate before editing the
warehouse.
.. image:: warehouses_locations/storage-location-warehouse-setting.png
For companies with multiple warehouses, and to create locations within a warehouse, the *Storage
Locations* feature must be enabled.
To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and scroll down
to the :guilabel:`Warehouse` section. Tick the :guilabel:`Storage Locations` checkbox to enable the
feature, and click :guilabel:`Save`.
.. image:: warehouses_locations/warehouses-locations-enabled-setting.png
:align: center
:alt: Enable the storage location feature in Odoo Inventory settings.
:alt: Storage Locations feature enabled in the Inventory app settings.
.. important::
To manage several routes within the warehouses, also enable :guilabel:`Multi-Step Routes` and
check :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes`.
.. tip::
To manage warehouse *routes*, such as two-and-three-step receipts and deliveries, enable the
*Multi-Step Routes* feature from the *Inventory* app settings, as well. For more on routes, see
:doc:`use_routes`.
Create a new warehouse
======================
To create a warehouse, go to :menuselection:`Configuration --> Warehouse Management --> Warehouses`
and click on :guilabel:`Create`.
To create a new warehouse, navigate to :menuselection:`Inventory app --> Configuration -->
Warehouses`, and click :guilabel:`New`. Doing so opens a blank warehouse creation form.
Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. The short name is five
characters maximum.
Begin by assigning a :guilabel:`Warehouse Name`, and a :guilabel:`Short Name`. The :guilabel:`Short
Name` field is limited to a **five** character maximum.
.. image:: warehouses_locations/create-new-warehouse.png
.. image:: warehouses_locations/warehouses-locations-new-warehouse.png
:align: center
:alt: Short name field of a warehouse on Odoo Inventory.
:alt: New warehouse creation form name configuration fields.
.. important::
The :guilabel:`Short Name` appears on transfer orders and other warehouse documents. Odoo
recommends using an understandable one like "WH/[first letters of location]".
recommends using an understandable one like `WH/[first letters of location]`.
Now, go back to the :guilabel:`Inventory` dashboard. There, new operations related to the newly
created warehouse have been automatically generated.
For example, a warehouse named `Warehouse #2` might have the :guilabel:`Short Name` `WH2` (the
short name for the default warehouse in Odoo is `WH`).
.. image:: warehouses_locations/new-transfer-types.png
Once the warehouse is created, navigate back to the :menuselection:`Inventory` dashboard. New
operations for the newly created warehouse are automatically generated there.
For more on creating new warehouses, see :doc:`create_a_second_warehouse`.
.. image:: warehouses_locations/warehouses-locations-new-wh-operations.png
:align: center
:alt: Inventory app dashboard displaying new transfer types for the recently created warehouse.
:alt: Inventory app dashboard displaying new transfers for the new warehouse.
.. note::
Adding a second warehouse will automatically activate the :guilabel:`Locations` setting.
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 a new location
=====================
To create a location, go to :menuselection:`Configuration --> Warehouse Management --> Locations`
and click on :guilabel:`Create`.
To create a new location inside a warehouse, navigate to :menuselection:`Inventory app -->
Configuration --> Locations`. Doing so opens a list of all existing locations. Click :guilabel:`New`
to open a new location creation form.
Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location` and click
:guilabel:`Save`.
In the :guilabel:`Location Name` field, assign a name for the new location. In the :guilabel:`Parent
Location` field, assign the location that this new location exists in.
.. image:: warehouses_locations/create-new-location.png
For more on locations, see :doc:`use_locations`.
.. image:: warehouses_locations/warehouses-locations-new-location.png
:align: center
:alt: Create a new warehouse location in Odoo Inventory.
:alt: New warehouse location creation form.