[ADD] inventory: new V13 doc about setting initial stock

inventory/overview/process.rst

@@ -6,6 +6,6 @@ Process Overview
    :titlesonly:
    :glob:
 
-   process/sale_to_delivery
    process/receive_in_stock
    process/deliver_from_stock
+   process/initial_stock

inventory/overview/process/deliver_from_stock.rst

@@ -18,7 +18,7 @@ forecasted number of units. If you want to include a product on
 receipts/deliveries but don’t need to track its stock, you can set it as
 *consumable*.
 
-.. image:: media/deliver_from_stock_02png
+.. image:: media/deliver_from_stock_02.png
     :align: center
 
 Deliver Products from Stock

inventory/overview/process/initial_stock.rst

@@ -0,0 +1,99 @@
+========================
+Create Storable Products
+========================
+
+The first step to use the inventory application is to create products in
+your database via the menu *Master Data > Products*. Click the Create
+button and enter the name of your product.
+
+.. image:: media/initial_stock_01.png
+    :align: center
+
+Set the product as *storable*, in order to track the stock for this
+product and be able to include it in an inventory adjustment.
+
+.. image:: media/initial_stock_02.png
+    :align: center
+
+Set the product as *storable*, in order to track the stock for this
+product and be able to include it in an inventory adjustment.
+
+.. image:: media/initial_stock_02.png
+    :align: center
+
+Inventory Adjustment for Multiple Products
+==========================================
+
+Once you have created all your *storable products*, you can create an
+*inventory adjustment* to determine their current stock level in Odoo.
+You therefore need to go to *Operations > Inventory Adjustments* and
+create a new one.
+
+.. image:: media/initial_stock_03.png
+    :align: center
+
+You have to enter a title for your *inventory adjustment* and you can
+then decide if you want to proceed to the *inventory adjustment* of
+all products or only some of them. For a first *inventory adjustment*,
+I suggest you to keep the *Products* field empty. You can then *Start
+Inventory*.
+
+.. image:: media/initial_stock_04.png
+    :align: center
+
+If you already have some products in stock, Odoo will add the lines with
+the theoretical quantity currently in stock. You can also add new lines
+with your other products.
+
+.. image:: media/initial_stock_05.png
+    :align: center
+
+.. note::
+         If your products are tracked by Serial/Lot numbers, you will have an
+         additional column allowing you to specify those for the different units
+         added to the inventory adjustment.
+
+Odoo will highlight in red the lines for which there is a difference
+between the theoretical quantity on hand, which is automatically
+computed by the system, and the counted quantity you manually entered.
+Once all the necessary products have been entered, you can hit
+*Validate Inventory* and the quantities on hand of your different
+products will be updated.
+
+Inventory Adjustment for one Product
+====================================
+
+On each storable product, you have access to the *Update Quantity*
+button.
+
+.. image:: media/initial_stock_06.png
+    :align: center
+
+When clicking this button, you see the current stock you have for this
+product. You can edit the existing lines or create new ones to add stock
+of your product in different locations and/or add new serial/lot
+numbers.
+
+.. image:: media/initial_stock_07.png
+    :align: center
+
+Once you come back to your product, you see that the quantity on hand as
+been updated taking your modification into account.
+
+.. image:: media/initial_stock_08.png
+    :align: center
+
+.. note::
+         If you work with product variants, the quantity on hand will show you
+         the total quantity in stock for the product template, taking the
+         different variants into account.
+
+By default, the quantity on hand of the product form will show you the
+number of products that are part of your warehouse view location,
+meaning which are part of an internal type sub-location of this
+warehouse. It means that if you have any product in a location that
+isn’t under the main warehouse location, they won’t appear in the stock
+on hand stat button.
+
+.. image:: media/initial_stock_09.png
+    :align: center

inventory/overview/process/sale_to_delivery.rst

@@ -1,191 +0,0 @@
-============================
-From procurement to delivery
-============================
-
-Overview
-========
-
-Inventory is the heart of your business. It can be really complicated,
-but with Odoo, doing a receipt or a delivery has never been easier. We
-will show you in this document how easy to do a full process, from the
-receipt to the delivery.
-
-Odoo inventory is fully integrated with other applications, such as
-**Purchase**, **Sales** or **Inventory**. But is not limited to those processes, it
-is also fully integrated with our **e-Commerce**, **Manufacturing** and **Repairs**
-applications.
-
-How to process a receipt ?
-==========================
-
-Install Purchase application
-----------------------------
-
-First, you will need to install the **Purchase Management** application. Go
-to :menuselection:`Apps` and install it.
-
-.. image:: media/sale_to_delivery01.png
-    :align: center
-
-Make a purchase order
----------------------
-
-Go to the **Purchases** applications. The first screen is the **Request for
-Quotation** list. Click on the **Create** button.
-
-Fill in the **Vendor** information and click on **Add an Item** to add some
-products to your request for quotation.
-
-.. image:: media/sale_to_delivery02.png
-    :align: center
-
-Click on **Confirm order** when you are sure about the products, prices
-and quantity.
-
-Retrieve the Receipt
---------------------
-
-You can retrieve the receipt order in 2 ways:
-
-From the purchase order 
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-On the top right of your purchase order, you will see a button with the
-related **Receipt**:
-
-.. image:: media/sale_to_delivery03.png
-    :align: center
-
-Click on it to see the **Transfer order**.
-
-From the Inventory Dashboard
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-When opening the **Inventory** application, click on **# to receive** to see
-the list of your deliveries to process.
-
-.. image:: media/sale_to_delivery04.png
-    :align: center
-
-In the list, click on the one related to the purchase order:
-
-.. image:: media/sale_to_delivery05.png
-    :align: center
-
-Process the Receipt
--------------------
-
-.. image:: media/sale_to_delivery06.png
-    :align: center
-
-To process the stock transfer. Simply click on **Validate** to complete
-the transfer. A message will appear asking if you want to process the
-whole order, accept it by clicking on **Apply**.
-
-.. note::
-    Procurements can be automated. Please read our document 
-    :doc:`../../management/adjustment/min_stock_rule_vs_mto` 
-    for more information.
-
-How to process a delivery order ?
-=================================
-
-Install Sales application
--------------------------
-
-First, you will need to install the **Sales Management** application. Go to
-:menuselection:`Apps` and install it.
-
-.. image:: media/sale_to_delivery07.png
-    :align: center
-
-Place a sale order
-------------------
-
-Go to the **Sales** applications. Click on the **Quotations** button of your
-team.
-
-.. image:: media/sale_to_delivery08.png
-    :align: center
-
-You will get the list of all your quotations. Click on the **Create**
-button.
-
-Fill in the **Customer informations** and click on **Add an Item** to add
-some products to your quotation.
-
-.. image:: media/sale_to_delivery09.png
-    :align: center
-
-Click on **Confirm sale** to place the order.
-
-Retrieve the Delivery order
----------------------------
-
-You can retrieve the delivery order in 2 ways:
-
-From the sale order 
-~~~~~~~~~~~~~~~~~~~~
-
-On the top right of your sale order, you will see a button with the
-related **Delivery**:
-
-.. image:: media/sale_to_delivery10.png
-    :align: center
-
-Click on it to see the **Transfer order**.
-
-From the Inventory Dashboard
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-When opening the **Inventory** application, click on **# to do** to see the
-list of your receipts to process.
-
-.. image:: media/sale_to_delivery11.png
-    :align: center
-
-In the list, click on the one related to the sale order:
-
-.. image:: media/sale_to_delivery12.png
-    :align: center
-
-.. note::
-    If the product is not in stock, the sale order will be listed as
-    **Waiting** on your dashboard.
-
-Process the delivery
---------------------
-
-.. image:: media/sale_to_delivery12.png
-    :align: center
-
-To process the stock transfer. Simply click on **Validate** to complete
-the transfer. A message will appear asking if you want to process the
-whole order, accept it by clicking on **Apply**.
-
-.. note::
-    E-Commerce orders are processed the same way.
-
-.. tip::
-    You can easily integrate your delivery orders with different
-    delivery methods. Please read the document 
-    :doc:`../../shipping/setup/delivery_method`.
-
-Advanced flows 
-===============
-
-In this document, the flows that are explained are the most simple ones.
-Odoo also suit for companies having advanced warehouse management.
-
--   By default, only **receipts** and **deliveries** are configured but you can
-    activate the use of multi-locations and multi-warehouses to do
-    **internal transfers**.
-
--   **Routes**: you can automate flows with push and pull rules
-
--   **Multi-step** receipts and deliveries can be easily configured for each
-    warehouse
-
--   Much more: **Barcode scanning**, **serial numbers**, **lots**, **cross-docking**,
-    **dropshipping**, integration with a **third-party** shipper, **putaway** and
-    **removal** strategies.... All of it is possible with Odoo.