[MERGE] Forward-port of branch 14.0 to master

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Antoine Vandevenne (anv) 2021-05-05 11:13:34 +02:00
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# All changes to technical files (build environment and Sphinx extensions) have to be approved
/extensions/ @odoo/doc-review
.gitignore @odoo/doc-review
commit_template.txt @odoo/doc-review
conf.py @odoo/doc-review
Makefile @odoo/doc-review
requirements.txt @odoo/doc-review
# All changes to legal material have to be approved
/legal/ @odoo/legal
/legal.rst @odoo/legal
/content/legal/ @odoo/legal
/content/legal.rst @odoo/legal

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=====================================
How to do inter-warehouses transfers?
=====================================
=========================
Inter-warehouse transfers
=========================
If you own different warehouses you might want to transfer goods from
one warehouse to the other. This is very easy thanks to the inventory
application in Odoo.
When owning several warehouses, you might need to transfer goods from one warehouse to another.
Proceeding to such behavior is called *inter-warehouse transfers*. If this action is physically
easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive
flow that helps save time when registering those transfers.
Configuration
=============
First of all you have to select the multi locations option. Go to
:menuselection:`Configuration --> Settings` in the **Inventory application**.
Then tick the **Manage several locations per
warehouse** option. Please don't forget to **apply** your changes.
First of all, go to :menuselection:`Configuration --> Settings` and enable **Storage Locations**.
Then, hit save.
.. image:: media/inter01.png
.. image:: inter_warehouse/feature-storage-location.png
:align: center
:alt: Enabling the storage location feature in Odoo Inventory.
.. tip::
This option should also be ticked if you wish to manage different
locations and routes in your warehouse.
.. important::
If you want to manage several routes within your warehouses, then enable **Multi-Step Routes**
and check :doc:`use-routes`.
Creating a new warehouse
========================
The next step is to create your new warehouse. In the Inventory application
click on :menuselection:`Configuration --> Warehouse Management -->
Warehouses`. You are now able to create your warehouse by clicking on
**Create**.
The next step is to create your new warehouse. To do so, go to :menuselection:`Configuration -->
Warehouse Management --> Warehouses` and click on **Create**.
Fill in a **Warehouse Name** and a **Short Name**. The short name is 5
characters maximum.
Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum.
.. image:: media/inter02.png
.. image:: inter_warehouse/create-new-warehouse.png
:align: center
:alt: Short name field of a warehouse on Odoo Inventory.
.. tip::
Please note that the **Short Name** is very important as it will
appear on your transfer orders and other warehouse documents. It might
be smart to use an understandable one (e.g.: WH/[first letters of
location]).
.. important::
The **Short Name** appears on your transfer orders and other warehouse documents. We recommend
using an understandable one (e.g.: WH/[first letters of location]).
If you go back to your dashboard, new operations will automatically have
been generated for your new warehouse.
Now, go back to your dashboard. There, new operations related to your warehouse have been
automatically generated.
.. image:: media/inter03.png
.. image:: inter_warehouse/new-transfer-types.png
:align: center
:alt: Inventory app dashboard displaying new transfer type for the recently created warehouse.
Creating a new inventory
========================
If you create a new warehouse you might already have an existing
physical inventory in it. In that case you should create an inventory in
Odoo, if not you can skip this step.
If you create a new warehouse, you might already have an existing inventory in it. In that case, you
should create an inventory in Odoo. If this is not the case, you can skip this step.
Go into the inventory application, select :menuselection:`Inventory Control -->
Inventory Adjustment`. You can then create a new inventory by clicking on
**Create**. Fill in the **Inventory Reference**, **Date**
and be sure to select the right warehouse and location.
Into the inventory application, select :menuselection:`Operations --> Inventory Adjustment`.
Then, create a new inventory by clicking on **Create**. Fill in the **Inventory Reference**,
**Date** and make sure to select the right warehouse and location.
.. image:: media/inter04.png
.. image:: inter_warehouse/annual-inventory.png
:align: center
:alt: View of the inventory adjustment form before hitting the start button.
Next, click on **Start Inventory**. A new window will open where you will
be able to input your existing products. Select add an item and indicate
the **Real Quantity** available in the warehouse. The theoretical quantity
can not be changed as it represents a computed quantity from purchase
and sales orders.
Next, click on **Start Inventory**. You will be able to input your existing products in the new
window. Select add an item and indicate the **Real Quantity** available in the warehouse.
The theoretical quantity can not be changed as it represents a computed one from purchase and sales
orders.
.. image:: media/inter05.png
.. image:: inter_warehouse/in-progress-annual-inventory.png
:align: center
:alt: View of the actual physical inventory of the new warehouse.
Don't forget to validate your inventory once you have recorder the state of
all yours product.
.. tip::
Don't forget to validate your inventory once you have recorded the state of all your products.
Create an internal transfer
===========================
The final step is to create your internal transfer. If you want to
tranfer 2 units of a product from your first warehouse to another one in
Brussels, proceed as follows:
The final step is to create your internal transfer. If you want to transfer eight units of a product
from your first warehouse to another one, proceed as follows:
From your dashboard, select a internal movement of one of the two
warehouses. To do so, click on :menuselection:`More --> Transfer`.
From your dashboard, select an internal movement of one of the two warehouses. To do so, click on
:menuselection:`Manage --> Planned Transfer`.
.. image:: media/inter06.png
.. image:: inter_warehouse/internal-transfer-choice.png
:align: center
:alt: View of the choice between planned transfer and immediate transfer.
A new window will open where you will be able to select the source
location zone (in this case our "old warehouse") and the destination
location zone (in this case our "new" warehouse located in Brussels).
On the new window, select the source location zone (in this case, your "old" warehouse) and the
destination location zone (in this case, your "new" warehouse).
Add the products you want to transfer by clicking on **Add an Item** and
don't forget to **Validate** or **Mark as TODO** once you are done.
Add the products you want to transfer by clicking on **Add an Item**, then click on **Save** and
**Mark as TODO** once you are done.
.. image:: media/inter07.png
.. image:: inter_warehouse/planned-internal-transfer.png
:align: center
:alt: View of the internal transfer form.
If you select **Validate**, Odoo will process all quantities to transfer.
If you selected **Immediate Transfer**, Odoo processes the transfer automatically after you clicked
on **Validate**.
If you select **Mark as TODO**, Odoo will put the transfer in **Waiting
Availability** status. Click on **Reserve** to reserve the amount of
products in your source warehouse.
If you select **Mark as TODO**, Odoo puts the transfer in **Waiting Availability** status.
Click on **Reserve** to reserve the number of products in your source warehouse.
It is also possible to manually transfer each product:
1. Via your dashboard, select the transfer order in the source location.
- Via your dashboard, select the transfer order in the source location.
.. image:: media/inter08.png
:align: center
2. Select the right transfer order
.. image:: media/inter09.png
:align: center
3. Click on the little pencil logo in the lower right
corner in order to open the operation details window. In this new
window you can manually indicate how much products you process
.. image:: media/inter10.png
.. image:: inter_warehouse/in-progress-internal-transfer.png
:align: center
:alt: View of the dashboard with a zoom of the pending internal transfer.
.. tip::
If you decide to partially process the transfer order (e.g. a part of the
products can't be shipped yet due to an unexpected event), Odoo will
automatically ask if you wish to create a **backorder**.
Create a backorder if you expect to process the remaining products
later, do not create a backorder if you will not supply/receive the
remaining products.
- Select the right transfer order.
.. image:: inter_warehouse/internal-transfers-list.png
:align: center
:alt: View of the pending internal transfers list.
- Click on the little pencil logo in the lower right corner to open the operation details window.
In this new window you can manually indicate how many products you process.
.. image:: inter_warehouse/backorder.png
:align: center
:alt: View of a backorder pop-up window because all products are not moved at the same time.
.. note::
If you decide to process the transfer order partially (e.g., a part of the products can't be
shipped yet due to an unexpected event), Odoo automatically asks if you wish to create a
**backorder**.
- Create a backorder if you expect to process the remaining products later.
- Do not create a backorder if you will not supply/receive the remaining products.

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