diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst index fe5f65e7a..1756f0435 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst @@ -1,19 +1,21 @@ -===================================== -Use lots to manage groups of products -===================================== +=========== +Lot numbers +=========== -*Lots* are one of the two ways to identify and track products in Odoo. A lot usually indicates a -specific batch of an item that was received, is currently stored, or was shipped from a warehouse, -but can also pertain to a batch of products manufactured in-house, as well. +.. |PO| replace:: :abbr:`PO (Purchase Order)` +.. |SO| replace:: :abbr:`SO (Sales Order)` +.. |DO| replace:: :abbr:`DO (Delivery Order)` +.. |list| replace:: :icon:`fa-list` :guilabel:`(list)` -Manufacturers assign lot numbers to groups of products that have common properties; this can lead to -multiple goods sharing the same lot number. This helps to identify a number of products in a single -group, and allows for end-to-end traceability of these products through each step in their -lifecycles. +*Lots* are one of the two ways to identify and track products in Odoo. They typically represent a +specific batch of products that were received, stored, shipped, or manufactured in-house. -Lots are useful for products that are manufactured or received in large quantities (such as clothes -or food), and can be used to trace a product back to a group. This is especially useful when -managing product recalls or expiration dates. +Manufacturers assign lot numbers to groups of products sharing common properties, facilitating +end-to-end traceability through their lifecycles. + +Lots are useful for managing large quantities of manufactured or received products, aiding in +tracing items back to their group, particularly for product recalls or :doc:`expiration dates +`. .. seealso:: :doc:`serial_numbers` @@ -21,236 +23,313 @@ managing product recalls or expiration dates. Enable lots & serial numbers ============================ -To track products using lots, the *Lots & Serial Numbers* feature must be enabled. Go to -the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the -:guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Then, -click the :guilabel:`Save` button to save changes. +To track products using lots, enable the *Lots & Serial Numbers* feature. Go to the +:menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the +:guilabel:`Traceability` section, and tick the checkbox next to :guilabel:`Lots & Serial Numbers`. +Then, click :guilabel:`Save`. -.. image:: lots/lots-enabled-lots-setting.png +.. seealso:: + - :doc:`Tracking expiration dates ` + - :ref:`Print GS1 barcodes for lots and serial numbers ` + +.. image:: lots/enabled-lots-setting.png :align: center :alt: Enabled lots and serial numbers feature in inventory settings. .. _inventory/management/track_products_by_lots: -Track products by lots -====================== +Track by lots +============= -Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now -be configured to be tracked using lots. To do this, go to the :menuselection:`Inventory app --> -Products --> Products`, and choose a product. +Once the :guilabel:`Lots & Serial Numbers` feature is activated, configure individual products to be +tracked using lots. To do this, go to :menuselection:`Inventory app --> Products --> Products`, and +choose a product to configure. -Once on the product form, click :guilabel:`Edit` to make changes to the form. Then, click the -:guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, click :guilabel:`By Lots`. Then, -click :guilabel:`Save` to save changes. Existing or new lot numbers can now be assigned to -newly-received or manufactured batches of this product. +On the product form, go to the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, +select the :guilabel:`By Lots` option in the :guilabel:`Tracking` field. Now, new or existing lot +numbers can be assigned to newly-received or manufactured batches of this product. + +.. seealso:: + :doc:`expiration_dates` .. important:: - If a product has stock on-hand prior to activating tracking by lots or serial numbers, an - inventory adjustment might need to be performed to assign lot numbers to the existing stock. + If a product has stock on-hand prior to activating tracking by lots or serial numbers, a warning + message appears. Use an :doc:`inventory adjustment ` to assign lot numbers to existing + products in stock. -.. image:: lots/lots-tracking-product-form.png +.. image:: lots/tracking-product-form.png :align: center :alt: Enabled tracking by lots feature on product form. -Create new lots for products already in stock ---------------------------------------------- +Assign lots for shipping and receiving +====================================== -New lots can be created for products already in stock with no assigned lot number. To do this, go to -the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and click -:guilabel:`Create`. Doing so reveals a separate page where a new :guilabel:`Lot/Serial Number` is -generated automatically. +Assign new lot numbers to :ref:`incoming goods ` on the +receipt form. When shipping :ref:`outgoing goods +`, select products with specific lot numbers on +the delivery order form. + +.. _inventory/product_management/assign-lots: + +On receipts +----------- + +Assigning new or existing lot numbers to incoming goods can be done directly on receipts. + +To begin, go to the :menuselection:`Purchase` app to `create and confirm +`_ a |PO| for products tracked by lot numbers. Then, +click the :guilabel:`Receipt` smart button that appears at the top of the page to navigate to the +warehouse receipt form. + +.. note:: + Alternatively, navigate to an existing receipt by going to the :menuselection:`Inventory` app, + clicking the :guilabel:`Receipts` Kanban card, and choosing the desired receipt. + +.. important:: + Clicking :guilabel:`Validate` before assigning a lot number triggers an error, indicating that a + lot number **must** be assigned before validating the receipt. + + .. image:: lots/user-error.png + :align: center + :alt: Add lot/serial number user error popup. + +On the receipt form, on the product line in the :guilabel:`Operations` tab, select the |list| icon +to the right of the product that is tracked by lot numbers. + +.. image:: lots/list-icon.png + :align: center + :alt: Show the bulleted list icon on the product line. + +Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial +Number` and :guilabel:`Quantity` are assigned. + +The two ways to assign lot numbers: **manually** and **importing**. + +Manual assignment +~~~~~~~~~~~~~~~~~ + +To manually assign lot numbers, click :guilabel:`Add a line`. Input the :guilabel:`Lot/Serial +Number`, :guilabel:`Store To` location for the lot, :guilabel:`Quantity`, and :guilabel:`Destination +Package`, if any. + +.. note:: + To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and + type a new :guilabel:`Lot/Serial Number` for additional quantities. Repeat until the total in the + :guilabel:`Quantity` column matches the :guilabel:`Demand` at the top. + +.. image:: lots/assign-lots-popup.png + :align: center + :alt: Assign lot number detailed operations popup. + +Import lots +~~~~~~~~~~~ + +In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import Serials/Lots`, then paste +the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field. + +.. figure:: lots/lots-excel-spreadsheet.png + :align: center + :alt: List of lot numbers copied on excel spreadsheet. + + List of lot numbers copied on *Google* spreadsheets. + +.. figure:: lots/bulk-sn.png + :align: center + :alt: Lot numbers copied to the lot number line. + + Lot numbers pasted to the "Lots/Serial numbers" field, in the **Import Lots** pop-up window. + +Tick the :guilabel:`Keep current lines` checkbox to generate *additional* lot numbers in the +:guilabel:`Open: Stock move` pop-up window. To replace the lot numbers in the list, leave the +:guilabel:`Keep current lines` option unticked. + +Finally, click :guilabel:`Generate`. + +Once all product quantities have been assigned a lot number, click :guilabel:`Save` to close the +pop-up window. Then, click :guilabel:`Validate` on the receipt form. + +.. seealso:: + :ref:`Traceability report for lot numbers ` + +.. _inventory/product_management/assign-lots-delivery: + +On delivery orders +------------------ + +Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment +on a delivery order form. + +To begin, create or select an existing quotation from the :menuselection:`Sales` app. After +confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Click the +:guilabel:`Delivery` smart button to view the warehouse receipt form for that specific |SO|. + +.. note:: + Alternatively, navigate to delivery orders by going to the :menuselection:`Inventory` app, and + clicking the :guilabel:`Delivery Orders` kanban card. + +Clicking the :guilabel:`Delivery` smart button opens the the delivery order form, where lot numbers +are picked for delivery. In the :guilabel:`Operations` tab, click the |list| icon to the right of +the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel:`Open: Stock +move` pop-up window. + +In the pop-up window, the chosen lot number and its storage location is displayed in the +:guilabel:`Pick From` column, with the with the full :guilabel:`Quantity` taken from that specific +lot (if there is enough stock in that particular lot). + +If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand` +should be taken from multiple lots, change the :guilabel:`Quantity` directly. + +.. note:: + The lot automatically chosen for delivery orders varies, depending on the selected removal + strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO + (First Expiry, First Out)`). It also depends on the ordered quantity, and whether the lot's + on-hand quantity is enough to fulfill the order. + +.. seealso:: + :doc:`../../warehouses_storage/removal_strategies` + +Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`, and click +:guilabel:`Save` to close the pop-up window. Lastly, click the :guilabel:`Validate` button on the +|DO| to deliver the products. + +.. image:: lots/pick-from-lots.png + :align: center + :alt: Popup for source lot number on sales order. + +.. seealso:: + :ref:`Traceability report for lot numbers ` + +Lot management +============== + +Manage and view existing lot numbers for products in the :guilabel:`Lot/Serial Numbers` dashboard by +going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. + +By default, lot numbers are grouped by product, and selecting the drop-down menu for each product +displays the existing lot numbers. Select a lot number to :ref:`modify or add details +` linked to the lot. Lot numbers can also be :ref:`created +` from this page, by clicking the :guilabel:`New` +button. + +.. figure:: lots/lot-dashboard.png + :align: center + :alt: Show the "Lot/Serial Number" dashboard. + + Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard. + +.. _inventory/product_management/edit-lot: + +Modify lot +---------- + +Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a separate page where +additional information can be provided about the lot. + +.. tip:: + Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent + number. However, it can be edited, by clicking the line under the :guilabel:`Lot/Serial Number` + field, and changing the generated number to any desired one. + +On the lot number form, the following fields can be modified: + +- :guilabel:`Lot/Serial Number`: change the lot number linked to the :guilabel:`Product` +- :guilabel:`Internal Reference`: records an alternative lot/serial number used within the warehouse + that differs from the one used by the supplier manufacturer. +- :guilabel:`Company`: specify the company where the lot number is available. +- :guilabel:`Description`: add extra details about the lot or serial number in this text field. + +.. important:: + On existing lots, the :guilabel:`Product` and :guilabel:`On Hand Quantity` fields **cannot** be + modified, as the lot numbers are linked with existing stock moves. + +.. image:: lots/lot-number.png + :align: center + :alt: Show the lot number form. + +.. seealso:: + :doc:`Set expiration dates for lots ` + +Add property +~~~~~~~~~~~~ + +To add custom fields to lots for enhanced traceability, there are two methods of adding properties +on a lot number form: + +#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top-left of the page, then select + :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu. +#. Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields. + +Name and :doc:`configure the new field <../../../../productivity/knowledge/properties>`. Once +finished, enter the property value in the new field. + +.. example:: + The new property, `Wood type`, is added. The value is recorded as `Cherry wood`. + + .. image:: lots/add-properties.png + :align: center + :alt: Show the "Add Properties" button on a lot number form. + +.. seealso:: + :doc:`Configuring custom properties <../../../../productivity/knowledge/properties>` + +.. _inventory/product_management/create-new-lot: + +Reserve lot number for a product +-------------------------------- + +To create a lot number for a product, begin by going to :menuselection:`Inventory app --> Products +--> Lot/Serial Numbers`, and click :guilabel:`New`. + +.. important:: + Creating a lot number reserves it for a product but **does not** assign it. To assign lot + numbers, refer to the section on :ref:`assigning lot numbers on receipts + `. .. tip:: While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent number, it can be edited and changed to any desired number, by clicking the line under the - :guilabel:`Lot/Serial Number` field, and changing the generated number. + :guilabel:`Lot/Serial Number` field on the lot form, and changing the generated number. Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to :guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned. -This form also provides the option to adjust the :guilabel:`Quantity`, assign a unique -:guilabel:`Internal Reference` number (for traceability purposes), and assign this specific lot or -serial number configuration to a specific website in the :guilabel:`Website` field (if working in a -multi-website environment). +.. example:: + The lot number, `000001`, is created for the product, `Drawer Black`. -A detailed description of this specific lot or serial number can also be added in the -:guilabel:`Description` tab below. - -When all desired configurations are complete, click the :guilabel:`Save` button to save all changes. - -.. image:: lots/lots-new-lot-number.png - :align: center - :alt: New lot number creation form with assigned product. - -After a new lot number has been created, saved, and assigned to the desired product, navigate back -to the product form in the :menuselection:`Inventory` app, by going to :menuselection:`Products --> -Products`, and selecting the product to which this newly-created lot number was just assigned. - -On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new -lot number. When additional quantity of this product is received or manufactured, this new lot -number can be selected and assigned to it. - -Manage lots for shipping and receiving -====================================== - -Lot numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot -numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are -assigned directly on the sales order form. - -.. _inventory/product_management/receipt-lots: - -Manage lots on receipts ------------------------ - -Assigning lot numbers to **incoming** goods can be done directly from the purchase order (PO). - -To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app --> Create`. Doing so -reveals a new, blank request for quotation (RFQ) form. - -On this :abbr:`RFQ (request for quotation)`, fill out the necessary information by adding a -:guilabel:`Vendor`, and 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. - -Once the :abbr:`RFQ (request for quotation)` has been filled out, click :guilabel:`Confirm Order`. -When the :abbr:`RFQ (request for quotation)` is confirmed, it becomes a :guilabel:`Purchase Order`, -and a :guilabel:`Receipt` smart button appears. Click the :guilabel:`Receipt` smart button to be -taken to the warehouse receipt form. - -.. note:: - Clicking :guilabel:`Validate` before assigning a lot number to the ordered product quantities - will result in a :guilabel:`User Error` pop-up. 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 lot number being assigned. - -.. image:: lots/lots-user-error-popup.png - :align: center - :alt: Add lot/serial number user error popup. - -From here, click the :guilabel:`Additional Options` menu, represented by a :guilabel:`hamburger -(four horizontal lines)` icon, 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 lot number, -under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-up. - -There are two ways to assign lot numbers: **manually** and **copy/paste**. - -- **Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the location the products - will be stored in under the :guilabel:`To` column. Then, type a new :guilabel:`Lot Number Name` - and set the :guilabel:`Done` quantity. - - .. image:: lots/lots-assign-lot-number-popup.png + .. image:: lots/new-lot-number.png :align: center - :alt: Assign lot number detailed operations popup. + :alt: New lot number creation form with assigned product. - .. note:: - If quantities should be processed in multiple locations and lots, click :guilabel:`Add a line` - and type a new :guilabel:`Lot Number Name` for additional quantities. Repeat until the - :guilabel:`Quantity Done` matches the :guilabel:`Demand`. +After a new lot number has been created, saved, and assigned to the desired product, the lot number +is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning +lot numbers to products on a receipt `, or when making an +inventory adjustment. -- **Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with all of the lot numbers - received from the supplier (or manually chosen to assign upon receipt). Then, copy and paste them - in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the necessary - number of lines based on the amount of numbers pasted in the column. From here, the :guilabel:`To` - locations and :guilabel:`Done` quantities can be manually entered in each of the lot number lines. +.. example:: + After creating the lot number, `000001` appears as an option for `Drawer Black` when assigning + lot numbers on the :guilabel:`Inventory Adjustment` page. - .. image:: lots/lots-excel-spreadsheet.png + .. image:: lots/inventory-adjustment.png :align: center - :alt: List of lot numbers copied on excel spreadsheet. - -Once all product quantities have been assigned a lot number, click :guilabel:`Confirm` to close the -pop-up. Then, click :guilabel:`Validate`. - -A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the -:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which -includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the -:guilabel:`Lot/Serial #` assigned, and more. - -Manage lots on delivery orders ------------------------------- - -Assigning lot numbers to **outgoing** goods can be done directly from the sales order (SO). - -To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app --> Create`. Doing so -reveals a new, blank quotation form. - -On this blank quotation form, fill out the necessary information by adding a :guilabel:`Customer`, -and adding products to the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab) by -clicking :guilabel:`Add a product`. - -Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column. - -Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the -quotation. When the quotation is confirmed, it becomes an :abbr:`SO (sales order)`, and a -:guilabel:`Delivery` smart button appears. - -Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific -:abbr:`SO (sales order)`. - -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 the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with the full -:guilabel:`Reserved` quantity taken from that specific lot (if there is enough stock in that -particular lot). - -If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand` -should be taken from multiple lots, change the quantity in the :guilabel:`Done` column to only -include that specific part of the total quantity. - -.. note:: - The lot automatically chosen for delivery orders varies, depending on the selected removal - strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO - (First Expiry, First Out)`). It will also depend on the quantity ordered, and if there is enough - quantity in one lot to fulfill the order. - -.. seealso:: - :doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies` - -Then, click :guilabel:`Add a line`, select an additional (different) :guilabel:`Lot/Serial Number`, -apply the rest of the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the -pop-up. Lastly, click the :guilabel:`Validate` button to deliver the products. - -.. image:: lots/lots-detailed-operations-popup.png - :align: center - :alt: Detailed operations popup for source lot number on sales order. - -Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the -:guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which -includes a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the -:guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned. - -The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the -previous purchase order, if the product quantities shared the same lot number. + :alt: Show how to assign lot numbers on the Inventory Adjustment page. Manage lots for different operations types ========================================== -In Odoo, the creation of new lots is only allowed upon **receiving** products from a purchase order, -by default. **Existing** lot numbers cannot be used. - -For sales orders, the opposite is true: new lot numbers cannot be created on the delivery order, -only existing lot numbers can be used. +By default, new lots can only be created when receiving products, and existing lot numbers cannot +be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created +on the delivery order. To change the ability to use new (or existing) lot numbers on any operation type, go to the :menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired -:guilabel:`Operation Type`. +operation type. -For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` page, the :guilabel:`Use -Existing Lots/Serial Numbers` option can be enabled, by clicking :guilabel:`Edit`, and then clicking -the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the -:guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes. +On the operation type form, under the :guilabel:`Lots/Serial Numbers` section, tick the +:guilabel:`Create New` checkbox to enable new lot numbers to be created during this operation type. +Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selected. -For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial Numbers` option can be -enabled, by clicking :guilabel:`Edit`, and clicking the checkbox beside the :guilabel:`Create New -Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to save all changes. - -.. image:: lots/lots-operations-type-form.png +.. image:: lots/operation-type-form.png :align: center :alt: Enabled traceability setting on operations type form. @@ -258,11 +337,13 @@ Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to sav For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts. -Lots traceability -================= +.. _inventory/product_management/lot-traceability: + +Traceability +============ Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a -product: where (and when) it came from, where it was stored, and who (and when) it went to. +product: where it came from, when it arrived, where it was stored, who it went to (and when). To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers` @@ -271,16 +352,29 @@ dashboard. From here, products with lot numbers assigned to them will be listed by default, and can be expanded to show the lot numbers those products have assigned to them. -To group by lots (or serial numbers), begin by removing any filters in the search bar. Then, click -the :guilabel:`Group By` drop-down, select :guilabel:`Add Custom Group`, and select -:guilabel:`Lot/Serial Number` from the drop-down menu. Then, click :guilabel:`Apply`. +To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the +:icon:`fa-caret-down` :guilabel:`(caret down)` icon to open a drop-down menu of :guilabel:`Filters`, +:guilabel:`Group By` options, and :guilabel:`Favorites`. Under the :guilabel:`Group By` section, +click the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial Number` from the +drop-down menu. -Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities -of products with that assigned number. +Doing so reorganizes all the records on the page to display all existing lots and serial numbers, +and can be expanded to show all quantities of products with that assigned number. -.. image:: lots/lots-traceability-report.png +.. image:: lots/group-by-number.png :align: center :alt: Lots and serial numbers traceability report. +Traceability report +------------------- + +To view a full stock moves report for a lot number, select the lot number line from the +:guilabel:`Lots/Serial Number` dashboard. On the lot number form, click the :guilabel:`Traceability` +smart button. + +.. image:: lots/traceability-report.png + :align: center + :alt: Show the Traceability Report for a lot, that displays the stock moves. + .. seealso:: :doc:`differences` diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/add-properties.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/add-properties.png new file mode 100644 index 000000000..79bc45bb8 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/add-properties.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lot-number-popup.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lot-number-popup.png new file mode 100644 index 000000000..96f59243b Binary files /dev/null and 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b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/user-error.png new file mode 100644 index 000000000..2f76c0075 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/user-error.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst index d99233274..4e40c69cb 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/removal_strategies.rst @@ -120,7 +120,7 @@ Lots` options. After enabling the features, assign lot or serial numbers to products using an :doc:`inventory adjustment ` or during :ref:`product reception -`. +`. Locations and routes --------------------