Commit Graph

181 Commits

Author SHA1 Message Date
Smart-IT-Kirkham
3cfcd41ee0 [FIX] inventory: typos in How to setup Odoo inventory? 2016-12-22 13:55:29 +01:00
Yannick Tivisse
7da4a257ba [IMP] Remove unused files, inexistant references, fix the warnings on build 2016-10-14 14:55:14 +02:00
cst-odoo
af4a3a1f6a Clarifed FEFO Section
Reworded to improve English and clarity. Added additional language explicitly describing function of the four types of expiration dates. Added instructions for using time fields on product form for automation of expiration dates.
2016-10-11 18:24:17 +02:00
Fabrice Henrion
0a8262de09 [IMP] typo 2016-10-11 18:22:39 +02:00
Ludovic Laffineur lla
e3bb738337 [ADD] Shipping DHL: How to add dhl credentials 2016-10-03 09:39:37 +02:00
Yoshi Tashiro
945d9c6fd4 [FIX] inventory: Fix some minor grammar mistakes 2016-09-21 10:07:57 +02:00
cst-odoo
f55e450e65 [FIX] inventory: remove "Specific Identification" from title
Specific Identification is mentioned in the title, but never in the body text of
this document. It should be removed from the title until the corresponding body
text is written.

Closes #177
2016-08-31 16:00:33 +02:00
Martin Trigaux
f9fa96f522 [FIX] inventory: errors or unclear phrases 2016-08-26 16:01:48 +02:00
Yannick Tivisse
bb2a9468ad [FIX] valuation_methods_anglo_saxon: Correct valuation-chart + use dollars 2016-08-16 13:51:21 +02:00
Yannick Tivisse
15e8b4ca66 [IMP] inventory: UPS credentials better english wording 2016-04-22 13:44:57 +02:00
Yenthe
a6db76c830 [IMP] inventory: Improve inventory documentation
Without adding the information about marking a transfer as TO DO you will not
see the icon show up and this is really confusing.

Closes #150
2016-03-17 13:59:11 +01:00
Yannick Tivisse
156e2123e2 [IMP] Inventory valuation method (FGI review)
Spec:
- In accounting doc remove the last three topics and replace them by the memento. They all head to the old memento.

- add links to new memento in following page: https://www.odoo.com/documentation/user/9.0/inventory/routes/strategies/removal.html

- The following doc topic "What costing method should you use? (standard, average, fifo)" heads to the former memento https://www.odoo.com/documentation/functional/valuation.html#costingmethod
This memento does not answer this complex question at all actually. Please remove it.

- The introduction text should be before "Costing Method" title:
Every year your inventory valuation has to be recorded in your balance sheet. This implies two main choices:
the way you compute the cost of your stored items (Standard vs. Average vs. Real Price);
the way you record the inventory value into your books (Periodic vs. Perpetual).

- New definition for FIFO (right side):
For Real Price (FIFO, LIFO, FEFO, etc), the costing is further refined by the removal strategy set on the warehouse location or product's internal category. The default strategy is FIFO. With such method, your inventory value is computed from the real cost of your stored products (cfr. Quantitative Valuation) and not from the cost price shown in the product form. Whenever you ship items, the cost price is reset to the cost of the last item(s) shipped. This cost price is used to value any product not received from a purchase order (e.g. inventory adjustments).
FIFO is advised if you manage all your workflow into Odoo (Sales, Purchases, Inventory). It suits any kind of users.

- Add definition for LIFO method:
For Real Price (FIFO, LIFO, FEFO, etc), the costing is further refined by the removal strategy set on the warehouse location or product's internal category. The default strategy is FIFO. With such method, your inventory value is computed from the real cost of your stored products (cfr. Quantitative Valuation) and not from the cost price shown in the product form. Whenever you ship items, the cost price is reset to the cost of the last item(s) shipped. This cost price is used to value any product not received from a purchase order (e.g. inventory adjustments).
LIFO is not permitted outside the United States.

- New definition for Average Price:
The Average Price method recomputes the cost price as a receipt order has been processed, based on prices defined in tied purchase orders:
FORMULA (see here attached)
The average cost does not change when products leave the warehouse.
From an accounting point of view, this method is mainly justified in case of huge purchase price variations and is quite unusual due to its operational complexity. Your actually need a software like Odoo to easily keep this cost up-to-date.
This method is dedicated to advanced users. It requires well established business processes because the order in which you process receipt orders matters in the cost computation.

- In Continental memento: If the stock value decreased, he makes it upside down. -> If the stock value decreased, the "Inventory" account is credited and the "Inventory Variations" debited.

- Remove "[1] products leaving the stock have no impact on the average price." Now added to average price definition.

- At the botton, add links to following docs:
What is a removal strategy (FIFO, LIFO, FEFO, Specific Indentification): https://www.odoo.com/documentation/user/9.0/inventory/routes/strategies/removal.html
Impact on the average price valuation when returning goods: https://www.odoo.com/documentation/user/9.0/accounting/others/inventory/avg_price_valuation.html
How to integrate landed costs in the cost of the product? https://www.odoo.com/documentation/user/9.0/inventory/routes/costing/landed_costs.html
2016-03-08 10:21:30 +01:00
Yannick Tivisse
4658270bc7 [ADD] inventory: How to get credentials for UPS shipping integration?
https://docs.google.com/document/d/1fogqe6VKjixTWg5Pclbj8f69Kh1Q_dguvwwoyuXrAMU/edit?usp=sharing
2016-02-24 13:25:01 +01:00
Yannick Tivisse
6c9e05622d [ADD] project: How to manage & collaborate on tasks?
https://docs.google.com/document/d/1wK_yaHZ6SgnmvBTIwtYTlz7aic7L6eLe4MLGvExKt8M/edit
2016-02-24 11:49:35 +01:00
Yannick Tivisse
a8274f23f7 [ADD] inventory: How to cancel a delivery order?
https://docs.google.com/document/d/1--3Nj9Y_pnTAFyJj0aoL5wy0ZxOUaBTCOpK2UQKwLoA/edit
2016-02-24 11:03:01 +01:00
Yannick Tivisse
2fde7d20aa [ADD] inventory: How to change the label type of your delivery order?
https://docs.google.com/document/d/1HoAg2VOtAPH8M20kwfSGV8xBbikjFoIFtPx9thNqA3c/edit
2016-02-24 10:55:22 +01:00
Yannick Tivisse
19c4036723 [ADD] inventory: How to limit a delivery method to a certain number of countries?
https://docs.google.com/document/d/1eohk_KxZhNI9dbQcbIKUOohqsuIi44OHLTRp02-bSms/edit
2016-02-24 10:42:51 +01:00
Yannick Tivisse
50af8adc85 [ADD] Inventory: How to change the packaging type for your sale order?
https://docs.google.com/document/d/1HoAg2VOtAPH8M20kwfSGV8xBbikjFoIFtPx9thNqA3c/edit
2016-02-24 10:11:02 +01:00
Jesús Alan Ramos Rodríguez
ceb06c02f8 [FIX]:Lots and Serial Numbers to Valuation Methods
The name Lots and Serial Numbers is not related to the content of this menu, this menu is focused in Valuation methods
2016-01-29 13:27:47 +01:00
Yannick Tivisse
5130b32efe [IMP] Remove empty pages from TOCs
Fp request
2015-12-08 10:42:19 +01:00
Yannick Tivisse
222dc5b20a [IMP] Modify the inventory valuation memento, for the anglo-saxon accounting 2015-12-03 16:02:12 +01:00
Yannick Tivisse
a08d151437 [IMP] Modify the inventory valuation memento, for the continental accounting 2015-12-03 16:02:12 +01:00
Yannick Tivisse
12a78b1b01 [FIX] inventory: Remove obsolete reference 2015-11-20 11:51:00 +01:00
Xavier Morel
48e19c85c4 [FIX] incorrect inline role 2015-11-20 11:38:33 +01:00
Thibault Delavallée
2d38ba97bc [FIX] inventory: overview: setup fix
Typos and use of tense + image of planner that does not match anymore
2015-11-17 12:29:27 +01:00
Yannick Tivisse
1957a733d0 [ADD] inventory: What is a removal strategy (FIFO, LIFO, FEFO, Specific Indentification)?
https://docs.google.com/document/d/17wiBQRBM-y7Xvy2MzhE04tBnqnkijhKPkPKTo2V8wjc/edit?usp=sharing
2015-11-17 11:54:26 +01:00
Yannick Tivisse
33b61ec55d [ADD] inventory: How to use packages?
https://docs.google.com/document/d/1V5As26XiZT-71EGltKyz1Yz4GiSKWBkpXuyq5wJbxqQ/edit?usp=sharing
2015-11-13 14:43:44 +01:00
Yannick Tivisse
61c02b2172 [ADD] inventory: When should you use packages, packagings or units of measure ?
https://docs.google.com/document/d/1VIPgIwKaXtSoCOve7-rHCyi0_Hy-U22ypIRg58lRilY/edit?usp=sharing
2015-11-13 14:29:36 +01:00
Yannick Tivisse
2a67b66535 [ADD] inventory: From procurement to delivery
https://docs.google.com/document/d/1V6kRPZde_-W3wQ86oCmxNWnGu83SbuuppKtCC9H1kSo/edit?usp=sharing
2015-11-13 14:09:17 +01:00
Yannick Tivisse
02e4948002 [ADD] inventory: How to integrate landed costs in the cost of the product?
https://docs.google.com/document/d/1oDeU3ZwGnS1vrxyOqx0O_XvwQeI4crIymuIJaFBkSAk/edit#
2015-11-10 15:59:06 +01:00
Martin Trigaux
45b4c71f74 [FIX] inventory: link to memento 2015-11-10 08:54:12 +01:00
Yannick Tivisse
ababe61b05 [ADD] inventory: What is a push rule?
https://docs.google.com/document/d/1um_8Fpk3RVT6pm62WdFXycZZWPmXzLVL6TaIbwaPxpE/edit#
2015-11-05 16:46:23 +01:00
Yannick Tivisse
97a97ac42d [ADD] inventory: What is a procurement rule?
https://docs.google.com/document/d/1eM7w-p83FHTZ7NrodIHCVWo3ocRfa1GrpBSvvoRB4Zw/edit#
2015-11-05 16:28:41 +01:00
Martin Trigaux
b5ceada81f [IMP] inventory: clean TOC and titles 2015-11-05 15:48:02 +01:00
Yannick Tivisse
2cf8dfe662 [ADD] inventory: How to use routes ?
https://docs.google.com/document/d/1ee5b8BF9ywG-TKAAgTjGWbm7tDZ6agV7rEmiosQPuwo/edit#heading=h.4vcpc1gho0vv
2015-11-05 15:15:02 +01:00
Martin Trigaux
9ed7dd10a0 [ADD] inventory: How to organize a cross-dock in your warehouse?
https://docs.google.com/document/d/18LLqEQaiMXRtwe85Xe20S3nb8MIUhnpwpW290YZhaCI/edit
2015-11-05 14:12:43 +01:00
Martin Trigaux
5c4a33cba0 [ADD] inventory: How to do inter-warehouses transfers?
https://docs.google.com/document/d/1GnAFDiHjlRcFdE78NGqR31EjFrS8Kvj8-r0uEDRIgDU/edit#
2015-11-04 14:38:01 +01:00
Yannick Tivisse
245ffdcc96 [ADD] inventory: What is a putaway strategy?
https://docs.google.com/document/d/1Mr3mOGzOB2S2HPgdb2MBzLBwq1zbXnk67AibPtKoo_4/edit#heading=h.g56y5t431ctk
2015-11-04 11:38:36 +01:00
Yannick Tivisse
b45124ce41 [ADD] How to manage lots of identical products?
https://docs.google.com/document/d/13bkpwntVllj9LWGHXl-Rj62K8wdGP6FjAPYkSIKrE0g/edit#
2015-11-04 11:25:20 +01:00
Yannick Tivisse
ba8bd16c3d [IMP] inventory: make the structure consistent with the 'Odoo 9 Documentation' spreadsheet 2015-11-04 10:39:37 +01:00
Yannick Tivisse
eb8ac9be57 [ADD] How to work with serial numbers?
https://docs.google.com/document/d/1RO4DHPPKCoo1kIzmDPxcoOfS2_Rf_s1sRv3nRnX2vnA/edit#
2015-11-04 09:58:17 +01:00
Yannick Tivisse
10a51ea720 [FIX] typos 2015-11-03 15:51:20 +01:00
Yannick Tivisse
dd4e76ecba [ADD] inventory: How to handle lots and serial numbers with barcodes?
https://docs.google.com/document/d/1teo5up1t6EQt4NtSc8c0kznh8SohR02TIAnFtJOQsos/edit#
2015-11-03 15:46:37 +01:00
Yannick Tivisse
9bf436431e [ADD] inventory: How to process incoming receipts?
https://docs.google.com/document/d/1-9loB7sTjV2wHs7vHE4G4kRkxkS6_vW6jCUbtkZHwpg/edit#
2015-11-03 15:37:46 +01:00
Yannick Tivisse
800fe218aa [ADD] inventory: How to do an internal transfer?
https://docs.google.com/document/d/1AI3pDERUmEzSP0vo8_yhciLXRSKUvo264jDOCAlT0Xs/edit#heading=h.d0n5059yoi8b
2015-11-03 15:06:37 +01:00
Yannick Tivisse
8f876c2ecd [ADD] inventory: How to do an inventory adjustment with barcodes?
https://docs.google.com/document/d/1iPvjamOehw3O33Jjed8EMzwzPWKsBh29GT2PJsARf3o/edit#
2015-11-03 15:01:20 +01:00
Yannick Tivisse
b2b26eeb5c [ADD] inventory: Set up your software
https://docs.google.com/document/d/1MSO5W4SKP560-IQee9qctdteKIApz13JhyOr_LiBob0/edit#
2015-11-03 14:46:03 +01:00
Yannick Tivisse
523b0d82b3 [ADD] inventory: Set up your hardware
https://docs.google.com/document/d/16tUs1Ayb-TPCobIZ__5MaOBPSTceAGsf19DBKAysuWk/edit#
2015-11-03 14:34:55 +01:00
Yannick Tivisse
a99602d2f0 [ADD] inventory: Add barcode section 2015-11-03 14:23:22 +01:00
Yannick Tivisse
f557cfe856 [ADD] inventory: How to use different units of measure?
https://docs.google.com/document/d/1-Zx_5TUujZjfghGQMf_ex7RKihltStVswqUrGcIJ7E8/edit#heading=h.cw6sbnjkys37
2015-11-03 14:08:08 +01:00
Yannick Tivisse
4ab658a5ba [ADD] How to cancel a shipping request to a shipper?
https://docs.google.com/document/d/1WB88l93x5_7ljpjmvvzIrzRn-6kvuTp5Si7dkssiblg/edit#
2015-11-03 13:21:28 +01:00
Yannick Tivisse
84c6891fb0 [ADD] inventory: How to print shipping labels?
https://docs.google.com/document/d/1VODqXfmHO8eMDl-CGjSiqbEqgFnV2TuXZU2XrGG7K9E/edit#heading=h.8e0u1i7a4o47
2015-11-03 13:10:48 +01:00
Yannick Tivisse
4280e97250 [ADD] inventory: How to manage multiple packs for the same delivery order?
https://docs.google.com/document/d/1CjjxTBKdfLajjdeOG2OPithCuKlZJL2YSv-6mC-4T30/edit#heading=h.krwcpcf7j2fg
2015-11-03 11:43:18 +01:00
Yannick Tivisse
243efbc21e [ADD] inventory: How to invoice the shipping cost to the customer ?
https://docs.google.com/document/d/1cdu_uES8QovYtudttIC9OtMZqushsOx6VaicsF4fXP4/edit?usp=sharing
2015-11-03 11:16:55 +01:00
Yannick Tivisse
7d12e93937 [ADD] inventory: How to integrate a third party shipper ?
https://docs.google.com/document/d/1mXdLySqabgtLpE1rKuWaRbkQj5yJ0JxXjJ1vghwLzJE/edit#heading=h.8e0u1i7a4o47
2015-11-03 10:50:13 +01:00
Yannick Tivisse
e4baa9435d [ADD] inventory: How to setup a delivery method?
https://docs.google.com/document/d/1FshD0_JnuojhFiq3te_SnUW8J1chV45_nSp1GdSFuYs/edit#heading=h.8e0u1i7a4o47
2015-11-03 10:06:59 +01:00
Yannick Tivisse
92b3ab9841 [ADD] inventory: Create shipping section and new files 2015-11-02 17:04:02 +01:00
Yannick Tivisse
c0f179e26e [ADD] inventory: What's the difference between lots and serial numbers?
https://docs.google.com/document/d/1tYQjuKEac1frOlmwDf7ZCHLI1CWViypTKA_mYN6Ny4A/edit
2015-11-02 16:40:49 +01:00
Yannick Tivisse
ccfe722ab3 [ADD] inventory: How to configure and run schedulers?
https://docs.google.com/document/d/1DkJEPJFHsvuCxOBYfRczIzIOdMh7bRNIrvTTReSNHLE/edit#heading=h.n2iytrp9tz2x
2015-11-02 16:28:50 +01:00
Yannick Tivisse
86b96c8a0d [ADD] inventory: How to manage stock that you don't own?
https://docs.google.com/document/d/1ubFKivYHRKZ8otgl1kqTz58ZCwR0Qg7YAbbemTeiju0/edit
2015-11-02 15:34:06 +01:00
Yannick Tivisse
7e5ffaba82 [ADD] inventory: How to scrap products?
https://docs.google.com/document/d/1_tvZvxsOVpZJcnPKMTODzI28zrgEXWvDbtDTq0IdRyw/edit
2015-11-02 15:15:09 +01:00
Yannick Tivisse
8ba22f425b [ADD] inventory: How to add a quality control step in goods receipt? (3 steps)
https://docs.google.com/document/d/1fkO1t4TB447UWg80sS1PLL2AHXbKid-Fc5hq2miQoVk/edit#heading=h.yoi61pjlwjc6
2015-11-02 14:46:12 +01:00
Yannick Tivisse
d7932eb659 [ADD] inventory: How to unload your shipment to an input location? (2 steps)
https://docs.google.com/document/d/1oK8PKLfE8DbSvpWC2Rc2olNuzRlrKOtuAv_q28WsWqA/edit
2015-11-02 14:29:33 +01:00
Yannick Tivisse
aa2044499b [ADD] inventory: How to choose the right flow to handle receipts?
https://docs.google.com/document/d/1n8fYnHnUA0RpHlCp0aMBwes6u0QGkYy84D8pZ1Xxl9c/edit
2015-11-02 14:14:33 +01:00
Yannick Tivisse
8805505efb [ADD] inventory: How to send products to customers directly from suppliers (drop-shipping)?
https://docs.google.com/document/d/106ndy_rKphwL8dsXKPOT71TZeM7WGjdY_YlynCgsqX0/edit
2015-11-02 13:52:33 +01:00
Yannick Tivisse
4e721182be [ADD] inventory: How is the scheduled delivery date computed?
https://docs.google.com/document/d/1Lpbb6G5eOeCtEXcxXOFVdnueDmPQYo5Fo3SEdCCHOPg/edit
2015-11-02 11:54:05 +01:00
Yannick Tivisse
9cec57fdd6 [ADD] inventory: How to process delivery orders in three steps (pick + pack + ship)?
https://docs.google.com/document/d/1zQF_WUwmOx_W1p7MeIsBdaVTKfUryfnM0NaXgFXoAAA/edit#heading=h.teahchhagxca
2015-11-02 10:57:43 +01:00
Yannick Tivisse
84f2d4e400 [ADD] inventory: How to process delivery orders in two steps (pick + ship)?
https://docs.google.com/document/d/1qvEm6TEWQQSfZV8AjE4yJUB11qf28OBVtVYRrws5-_g/edit
2015-11-02 10:34:17 +01:00
Yannick Tivisse
474cc2d4c9 [ADD] inventory: How to Process a Delivery Order in One Step (Shipping)
https://docs.google.com/document/d/1rvAApr1pg8sM_0VnvZjXhW2zXoLzpLt58S-3QtAm-JA/edit
2015-10-30 16:13:19 +01:00
Yannick Tivisse
0e69c63dc2 [ADD] inventory: How to choose the right inventory flow to handle delivery orders?
https://docs.google.com/document/d/1F8Qkdc5sf80kBEjpaTEA3rn1NXLBWglCWcmns-Vl5G4/edit#heading=h.1zfr3egfv9rc
PS : Fix typo
2015-10-30 15:58:28 +01:00
Yannick Tivisse
f6a4f51a68 [ADD] Inventory: How to choose between minimum stock rule and make to order
https://docs.google.com/document/d/1Euf2MFlhXsLzNRal8tYF8cZL0a0KQTx19xpmYKCNnmg/edit#heading=h.tum9sox5i0c
2015-10-30 15:36:16 +01:00
Yannick Tivisse
c695dfdc79 [ADD] Inventory: How to create a new location?
https://docs.google.com/document/d/1N0l1jp5JCj5U7-MIpZsYfQ_dwvKoZqt9VpTqJP-tmFE/edit
2015-10-30 12:05:47 +01:00
Yannick Tivisse
848d77cb7b [ADD] inventory: How to create a new warehouse?
https://docs.google.com/document/d/1uCsZw6x42wyBX2GWFbMpCX2pwbjEdyYjm6IwXiQF38Y/edit#
2015-10-30 11:35:05 +01:00
Martin Trigaux
877b37923e [ADD] inventory: How to make the initial inventory?
https://docs.google.com/document/d/1YLqUpa3N6jTXvsL-53Y0P1awN5dLtMReKY1MQ_DhZek/edit#heading=h.z1h9s5nd8ghi
2015-10-29 16:43:45 +01:00
Martin Trigaux
651f47f640 [ADD] inventory: Using product variants
https://docs.google.com/document/d/1VUg2ZMBMkEl78wN597cJfEP7EHNr66JKF9VKkRYU1Tw/edit
2015-10-29 16:21:38 +01:00
Yannick Tivisse
ed6794a025 [ADD] inventory: What is the difference between warehouses and locations?
https://docs.google.com/document/d/184HMIFe9F0bOrLSZAT4bCUADM_K1DNcmtNGNEqQzC2c/edit#
2015-10-29 15:46:48 +01:00
Martin Trigaux
79f90857dc [FIX] wrong image 2015-10-29 15:40:52 +01:00
Martin Trigaux
bb5f72dc83 [ADD] inventory: How to setup Odoo inventory?
https://docs.google.com/document/d/138HzxvyMYSQHgD3NI5A2pxnaX7gqaTwin5eew5z3C1c/edit
2015-10-29 15:13:08 +01:00
Martin Trigaux
4360a2acd6 [ADD] inventory: Terminologies
https://docs.google.com/document/d/1covxEIrLjm0TPA2GmZhNwcxtLcHG1oiVbzPjsZjLwqc/edit
2015-10-29 14:29:58 +01:00
Martin Trigaux
16ec76b0bc [FIX] replace special quotation marks 2015-10-20 15:11:49 +02:00
Martin Trigaux
582429fe61 [IMP] warehouse -> inventory 2015-09-29 15:35:51 +02:00