[IMP] inventory: update stock_warehouses

closes odoo/documentation#4264

X-original-commit: 31889ddc3b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst

@@ -1,51 +1,198 @@
-======================================
-Taking stock from different warehouses
-======================================
+===========================================================
+Sell stock from multiple warehouses using virtual locations
+===========================================================
 
-When you plan to deliver a customer, you don't know in advance if the products will come from
-Warehouse A or Warehouse B. You may, in some cases, need to take stock from different warehouses.
-With *Odoo*, you can configure this by using the concept of virtual warehouses. Let us show you how
-to set those virtual warehouses.
+While keeping stock and selling inventory from one warehouse might work for smaller companies,
+bigger companies might need to keep stock in, or sell from, multiple warehouses in multiple
+locations.
 
-Set up virtual warehouses
-=========================
-
-Let's say you have two warehouses: Warehouse A and Warehouse B. Create a new warehouse, that will be
-a virtual one. It will allow you to take the stock from A or B. To do so, go to your inventory app
-settings and enable the multi-warehouses feature. Then, go to the warehouses menu and click on
-create.
-
-.. image:: stock_warehouses/ware1.png
-   :align: center
+In Odoo, sometimes products included in a single sales order might take stock from two (or more)
+warehouses. In Odoo, pulling products from multiple warehouses to satisfy sales demands can be done
+by using *virtual locations*.
 
 .. note::
-   The *Storage Location* feature will be automatically enabled. Good news, because you will need it
-   later in the process.
+   In order to create virtual locations in warehouses and proceed to the following steps,
+   the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features will need to be
+   enabled in the :menuselection:`Settings` app.
 
-Now, you have to make sure that the main stock locations of warehouse A and warehouse B are children
-locations of the main stock location of warehouse A + B. Go to the locations menu, and edit the main
-location of your two warehouses. Then, change their parent location to main location of warehouse
-A+B.
+   To do so, go to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the
+   :guilabel:`Warehouse` section, and click the checkboxes next to :guilabel:`Storage Locations`
+   and :guilabel:`Multi-Step Routes`. Then, :guilabel:`Save` the changes to finish.
 
-.. image:: stock_warehouses/ware2.png
-   :align: center
+Create and configure a virtual parent location
+==============================================
 
-Sell a product from the virtual warehouse
-=========================================
+Before creating any virtual stock locations, a new warehouse will need to be created. This new
+warehouse will act as a *virtual* warehouse, and will be the *parent* location of other physical
+warehouses.
 
-Let's say you have two products, one stored in warehouse A and one stored in warehouse B. Now, you
-can create a new quotation for one of each product. Go to other information and choose Warehouse A+B
-in the shipping information.
+.. spoiler:: Why a "virtual" warehouse?
+
+   Virtual warehouses are great for companies with multiple physical warehouses. This is because
+   a situation might arise when one warehouse runs out of stock of a particular product, but
+   another warehouse still has stock on-hand. In this case, stock from these two (or more)
+   warehouses could be used to fulfill a single sales order.
+
+   The "virtual" warehouse acts as a single aggregator of all the inventory stored in a company's
+   physical warehouses, and is used (for traceability purposes) to create a hierarchy of locations
+   in Odoo.
+
+Create a new warehouse
+----------------------
+
+To create a new warehouse, go to :menuselection:`Inventory --> Configuration --> Warehouses`, and
+click :guilabel:`Create`. From here, the warehouse :guilabel:`Name` and :guilabel:`Short Name` can
+be changed, and other warehouse details can be changed under the :guilabel:`Warehouse Configuration`
+tab.
+
+Under the :guilabel:`Shipments` heading, set the number of steps used to process :guilabel:`Incoming
+Shipments` and :guilabel:`Outgoing Shipments` by selecting between the :guilabel:`1 step`,
+:guilabel:`2 steps`, and :guilabel:`3 steps` radio buttons. The desired option for
+:guilabel:`Incoming Shipments` and :guilabel:`Outgoing Shipments` will depend on the warehouse's
+procurement process, and might differ for individual products or product categories.
+
+.. seealso::
+   - :doc:`How to choose the right flow to handle receipts?
+     </applications/inventory_and_mrp/inventory/management/incoming/handle_receipts>`
+   - :doc:`How to choose the right inventory flow to handle delivery orders?
+     </applications/inventory_and_mrp/inventory/management/delivery/inventory_flow>`
+
+Under the :guilabel:`Resupply` heading, configure the method(s) for how the warehouse resupplies
+its inventory:
+
+- :guilabel:`Resupply Subcontractors`: resupply subcontractors with components from this warehouse.
+- :guilabel:`Manufacture to Resupply`: when products are manufactured, they can be manufactured in
+  this warehouse.
+- :guilabel:`Manufacture`: to produce right away, move the components to the production location
+  directly and start the manufacturing process; to pick first and then produce, unload the
+  components from the stock to input location first, and then transfer it to the production
+  location.
+- :guilabel:`Buy to Resupply`: when products are bought, they can be delivered to this warehouse.
+- :guilabel:`Resupply From`: automatically create routes to resupply this warehouse from another
+  chosen warehouse
 
 .. tip::
-   You might find it handy to set the Warehouse A+B as the default warehouse for each sales person.
-   This way each sale will use the Warehouse A+B as the default warehouse option.
+   *Routes* can be set and configured directly from the :guilabel:`Warehouse` form, by clicking on
+   the :guilabel:`Routes` smart button. Once the warehouse is configured, virtual *Locations* can be
+   created.
 
-.. image:: stock_warehouses/ware3.png
+.. image:: stock_warehouses/stock-warehouses-create-warehouse.png
    :align: center
+   :alt: The edit screen for creating a new warehouse.
 
-Once you have done it, you can convert it to a sales order. Then, a delivery order will be
-automatically generated, with a product reserved in warehouse A and one in warehouse B.
+In order to apply this virtual warehouse as the *parent* location of two *child* location
+warehouses, there need to be two warehouses configured with physical stock locations.
 
-.. image:: stock_warehouses/ware4.png
+.. example::
+
+   | **Parent Warehouse**
+   | :guilabel:`Warehouse`: `Virtual Warehouse`
+   | :guilabel:`Location`: `VWH`
+
+   | **Child Warehouses**
+   | :guilabel:`Warehouses`: `Warehouse A` and `Warehouse B`
+   | :guilabel:`Locations`: `WHA/Stock` and `WHB/Stock`
+
+Create a virtual parent location
+--------------------------------
+
+.. important::
+   In order to take stock from multiple warehouses to fulfill a sales order, there need to be at
+   least **two** warehouses acting as *child locations* of the *virtual parent location* warehouse.
+
+To create and edit *Locations*, go to :menuselection:`Inventory --> Configuration --> Locations`.
+All :guilabel:`Locations` are listed here, including the *Stock* :guilabel:`Location` of the virtual
+warehouse that was created. Click into the *Stock* :guilabel:`Location` for the virtual warehouse
+that was previously created (:dfn:`Warehouse Name/Stock`).
+
+Then, under the :guilabel:`Additional Information` section, change the :guilabel:`Location Type`
+from :guilabel:`Internal Location` to :guilabel:`View`. :guilabel:`Save` the changes.
+
+This identifies this :guilabel:`Location` as a *virtual location*, which is used to create a
+hierarchical structure for a warehouse and aggregate its *child locations*.
+
+.. note::
+   Products can *not* be stored in a :guilabel:`View` :guilabel:`Location Type`.
+
+.. image:: stock_warehouses/stock-warehouses-location-types.png
    :align: center
+   :alt: Warehouse location types in location creation screen.
+
+Configure physical warehouse locations
+======================================
+
+Navigate back to the :guilabel:`Locations` overview (via the breadcrumbs), and remove any filters
+in the :guilabel:`Search Bar`. Then, click into the first physical warehouse :guilabel:`Location`
+that was previously created to be a *child location*, and click :guilabel:`Edit`.
+
+Under :guilabel:`Parent Location`, select the virtual warehouse from the drop-down menu, and
+:guilabel:`Save` changes. Then, navigate back to the :guilabel:`Locations` overview, and repeat this
+step for the second physical warehouse stock location. Be sure to :guilabel:`Save` changes again.
+
+Both locations are now *child locations* of the virtual warehouse *parent location*. This allows
+stock to be taken from multiple locations to fulfill a single sales order, if there is not enough
+stock in any one location (provided they are both tied to the same virtual warehouse *parent
+location*).
+
+Example flow: Sell a product from a virtual warehouse
+=====================================================
+
+.. note::
+   To sell products from multiple warehouses using a virtual *parent* location in this flow, there
+   must be at least **two** products and at least **two** warehouses configured - with at least
+   **one** product with quantity on-hand in each warehouse, respectively.
+
+To create a new request for quotation, or RFQ, navigate to the :menuselection:`Sales` app, and
+click :guilabel:`Create` from the :guilabel:`Quotations` overview. Fill out the information on the
+new quotation by adding a :guilabel:`Customer`, and click :guilabel:`Add a product` to add the two
+products stored in the two warehouses.
+
+Then, click the :guilabel:`Other Info` tab on the sales order form. Under the :guilabel:`Delivery`
+section, change the :guilabel:`Warehouse` field value listed to the virtual warehouse that was
+previously created. Once the warehouse has been changed, click :guilabel:`Confirm` to convert the
+quotation into a sales order.
+
+Now that the quotation has been confirmed as a sales order, click the :guilabel:`Delivery` smart
+button. From the warehouse delivery form, confirm that the :guilabel:`Source Location` value matches
+the :guilabel:`Warehouse` field value from the sales order. Both should list the virtual warehouse
+location.
+
+.. important::
+   The :guilabel:`Source Location` on the warehouse delivery form and the :guilabel:`Warehouse`
+   under the :guilabel:`Other Info` tab on the sales order form *must* match in order for the
+   products included in the sales order to be pulled from different warehouses.
+
+  - If the virtual warehouse is not the value in the :guilabel:`Source Location` field on the
+    warehouse delivery form, then click :guilabel:`Edit`, make the change, and click
+    :guilabel:`Save`.
+  - If the virtual warehouse is not the value in the :guilabel:`Warehouse` field on the sales order,
+    then a new quotation may need to be generated.
+  - If whe :guilabel:`Warehouse` field is missing on the sales order form, then the virtual
+    warehouse (and its children warehouses) may not have been set up correctly, in which case,
+    review the documentation above again to make sure all settings/configuration were done properly.
+
+.. image:: stock_warehouses/stock-warehouses-delivery-order.png
+   :align: center
+   :alt: Delivery order with matching source and child locations.
+
+Finally, on the warehouse delivery form, under the :guilabel:`Detailed Operations` tab, confirm
+that the *Locations* values under the :guilabel:`From` column for each product matches to the *child
+locations* that are tied to the virtual *parent location*.
+
+.. note::
+   To view which *Locations* the products are coming from on the drop-down menus, click the
+   :guilabel:`internal link (arrow)` icon to expand the *Location* information. If needed, it can be
+   changed from here (granted there is quantity on hand for the product in that location).
+
+Once everything has been properly set, click :guilabel:`Validate` and then :guilabel:`Apply` to
+validate the delivery. Then, navigate back to the sales order form (via the breadcrumbs), and
+click :guilabel:`Create Invoice` to invoice for the sales order.
+
+.. tip::
+   To use a virtual *parent* location as the default warehouse for sales orders, each salesperson
+   can have the virtual warehouse assigned to them from the drop-down menu next to
+   :guilabel:`Default Warehouse` on their employee form.
+
+.. image:: stock_warehouses/stock-warehouses-employee-form.png
+   :align: center
+   :alt: Default warehouse location on employee form.