[MERGE] Forward-port of branch 14.0 to master
12
.github/CODEOWNERS
vendored
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# All changes to technical files (build environment and Sphinx extensions) have to be approved
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/extensions/ @odoo/doc-review
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.gitignore @odoo/doc-review
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commit_template.txt @odoo/doc-review
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conf.py @odoo/doc-review
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Makefile @odoo/doc-review
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requirements.txt @odoo/doc-review
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# All changes to legal material have to be approved
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/legal/ @odoo/legal
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/legal.rst @odoo/legal
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/content/legal/ @odoo/legal
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/content/legal.rst @odoo/legal
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@ -1,131 +1,129 @@
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=====================================
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How to do inter-warehouses transfers?
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=====================================
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=========================
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Inter-warehouse transfers
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=========================
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If you own different warehouses you might want to transfer goods from
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one warehouse to the other. This is very easy thanks to the inventory
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application in Odoo.
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When owning several warehouses, you might need to transfer goods from one warehouse to another.
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Proceeding to such behavior is called *inter-warehouse transfers*. If this action is physically
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easy to perform, the administrative part can be arduous. Fortunately, Odoo comes with an intuitive
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flow that helps save time when registering those transfers.
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Configuration
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=============
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First of all you have to select the multi locations option. Go to
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:menuselection:`Configuration --> Settings` in the **Inventory application**.
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Then tick the **Manage several locations per
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warehouse** option. Please don't forget to **apply** your changes.
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First of all, go to :menuselection:`Configuration --> Settings` and enable **Storage Locations**.
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Then, hit save.
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.. image:: media/inter01.png
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.. image:: inter_warehouse/feature-storage-location.png
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:align: center
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:alt: Enabling the storage location feature in Odoo Inventory.
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.. tip::
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This option should also be ticked if you wish to manage different
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locations and routes in your warehouse.
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.. important::
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If you want to manage several routes within your warehouses, then enable **Multi-Step Routes**
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and check :doc:`use-routes`.
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Creating a new warehouse
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========================
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The next step is to create your new warehouse. In the Inventory application
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click on :menuselection:`Configuration --> Warehouse Management -->
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Warehouses`. You are now able to create your warehouse by clicking on
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**Create**.
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The next step is to create your new warehouse. To do so, go to :menuselection:`Configuration -->
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Warehouse Management --> Warehouses` and click on **Create**.
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Fill in a **Warehouse Name** and a **Short Name**. The short name is 5
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characters maximum.
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Fill out a **Warehouse Name** and a **Short Name**. The short name is five characters maximum.
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.. image:: media/inter02.png
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.. image:: inter_warehouse/create-new-warehouse.png
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:align: center
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:alt: Short name field of a warehouse on Odoo Inventory.
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.. tip::
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Please note that the **Short Name** is very important as it will
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appear on your transfer orders and other warehouse documents. It might
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be smart to use an understandable one (e.g.: WH/[first letters of
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location]).
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.. important::
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The **Short Name** appears on your transfer orders and other warehouse documents. We recommend
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using an understandable one (e.g.: WH/[first letters of location]).
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If you go back to your dashboard, new operations will automatically have
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been generated for your new warehouse.
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Now, go back to your dashboard. There, new operations related to your warehouse have been
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automatically generated.
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.. image:: media/inter03.png
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.. image:: inter_warehouse/new-transfer-types.png
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:align: center
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:alt: Inventory app dashboard displaying new transfer type for the recently created warehouse.
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Creating a new inventory
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========================
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If you create a new warehouse you might already have an existing
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physical inventory in it. In that case you should create an inventory in
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Odoo, if not you can skip this step.
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If you create a new warehouse, you might already have an existing inventory in it. In that case, you
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should create an inventory in Odoo. If this is not the case, you can skip this step.
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Go into the inventory application, select :menuselection:`Inventory Control -->
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Inventory Adjustment`. You can then create a new inventory by clicking on
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**Create**. Fill in the **Inventory Reference**, **Date**
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and be sure to select the right warehouse and location.
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Into the inventory application, select :menuselection:`Operations --> Inventory Adjustment`.
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Then, create a new inventory by clicking on **Create**. Fill in the **Inventory Reference**,
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**Date** and make sure to select the right warehouse and location.
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.. image:: media/inter04.png
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.. image:: inter_warehouse/annual-inventory.png
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:align: center
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:alt: View of the inventory adjustment form before hitting the start button.
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Next, click on **Start Inventory**. A new window will open where you will
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be able to input your existing products. Select add an item and indicate
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the **Real Quantity** available in the warehouse. The theoretical quantity
|
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can not be changed as it represents a computed quantity from purchase
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and sales orders.
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Next, click on **Start Inventory**. You will be able to input your existing products in the new
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window. Select add an item and indicate the **Real Quantity** available in the warehouse.
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The theoretical quantity can not be changed as it represents a computed one from purchase and sales
|
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orders.
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.. image:: media/inter05.png
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.. image:: inter_warehouse/in-progress-annual-inventory.png
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:align: center
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:alt: View of the actual physical inventory of the new warehouse.
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Don't forget to validate your inventory once you have recorder the state of
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all yours product.
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.. tip::
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Don't forget to validate your inventory once you have recorded the state of all your products.
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Create an internal transfer
|
||||
===========================
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The final step is to create your internal transfer. If you want to
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tranfer 2 units of a product from your first warehouse to another one in
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Brussels, proceed as follows:
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The final step is to create your internal transfer. If you want to transfer eight units of a product
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from your first warehouse to another one, proceed as follows:
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From your dashboard, select a internal movement of one of the two
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warehouses. To do so, click on :menuselection:`More --> Transfer`.
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From your dashboard, select an internal movement of one of the two warehouses. To do so, click on
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:menuselection:`Manage --> Planned Transfer`.
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.. image:: media/inter06.png
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.. image:: inter_warehouse/internal-transfer-choice.png
|
||||
:align: center
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:alt: View of the choice between planned transfer and immediate transfer.
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|
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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
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||||
location zone (in this case our "new" warehouse located in Brussels).
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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).
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Add the products you want to transfer by clicking on **Add an Item** and
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||||
don't forget to **Validate** or **Mark as TODO** once you are done.
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Add the products you want to transfer by clicking on **Add an Item**, then click on **Save** and
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||||
**Mark as TODO** once you are done.
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||||
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||||
.. image:: media/inter07.png
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||||
.. image:: inter_warehouse/planned-internal-transfer.png
|
||||
:align: center
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:alt: View of the internal transfer form.
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||||
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||||
If you select **Validate**, Odoo will process all quantities to transfer.
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If you selected **Immediate Transfer**, Odoo processes the transfer automatically after you clicked
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||||
on **Validate**.
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||||
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.
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||||
Click on **Reserve** to reserve the number of products in your source warehouse.
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||||
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||||
It is also possible to manually transfer each product:
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||||
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||||
1. Via your dashboard, select the transfer order in the source location.
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||||
- Via your dashboard, select the transfer order in the source location.
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||||
.. image:: media/inter08.png
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||||
:align: center
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||||
2. Select the right transfer order
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||||
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||||
.. image:: media/inter09.png
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||||
:align: center
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||||
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||||
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
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||||
.. 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.
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||||
- Select the right transfer order.
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||||
|
||||
.. image:: inter_warehouse/internal-transfers-list.png
|
||||
:align: center
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||||
: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
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||||
: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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