# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Mariusz, 2023 # Piotr Strebski , 2023 # Tadeusz Karpiński , 2023 # Paweł Wodyński , 2023 # Maksym , 2024 # Tadeusz Karpiński , 2024 # Wil Odoo, 2024 # Musibau Hammed, 2025 # Emmanuel Clement, 2025 # Marta Wacławek, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 08:51+0000\n" "PO-Revision-Date: 2022-10-04 12:53+0000\n" "Last-Translator: Marta Wacławek, 2025\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: pl\n" "Plural-Forms: nplurals=4; plural=(n==1 ? 0 : (n%10>=2 && n%10<=4) && (n%100<12 || n%100>14) ? 1 : n!=1 && (n%10>=0 && n%10<=1) || (n%10>=5 && n%10<=9) || (n%100>=12 && n%100<=14) ? 2 : 3);\n" #: ../../content/applications/inventory_and_mrp.rst:5 msgid "Supply Chain" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:8 msgid "Barcode" msgstr "Kod kreskowy" #: ../../content/applications/inventory_and_mrp/barcode.rst:10 msgid "" "**Odoo Barcode** allows users to assign barcodes to individual products and " "product categories, and track inventory movements using those barcodes. By " "connecting a barcode scanner, certain inventory processes can be triggered " "by scanning barcodes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:15 msgid "`Odoo Tutorials: Barcode `_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations.rst:5 msgid "Daily operations" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:3 msgid "Apply inventory adjustments with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:5 msgid "" "In a warehouse, the recorded inventory counts in the database might not " "always match the actual, real inventory counts. In such cases, inventory " "adjustments can be made to reconcile the differences, and ensure that the " "recorded counts in the database match the actual counts in the warehouse. In" " Odoo, the *Barcode* app can be used to make these adjustments." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:10 msgid "" "These adjustments can be done in real time using an Odoo-compatible barcode " "scanner or the Odoo mobile app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:14 msgid "" "For a list of Odoo-compatible barcode mobile scanners, and other hardware " "for the *Inventory* and *Barcode* apps, refer to the `Odoo Inventory • " "Hardware page `_." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:19 msgid "" ":doc:`../../inventory/warehouses_storage/inventory_management/count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:22 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:15 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:13 msgid "Enable Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:24 msgid "" "To use the *Barcode* app to create and apply inventory adjustments, it " "**must** be installed by enabling the feature from the settings of the " "*Inventory* app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:27 msgid "" "To do so, go to the :menuselection:`Inventory app --> Configuration --> " "Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " "the checkbox next to the :guilabel:`Barcode Scanner` option." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:31 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:24 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:22 msgid "" "Once the checkbox is ticked, click :guilabel:`Save` at the top of the page " "to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:33 msgid "" "After saving, a new drop-down menu appears under the :guilabel:`Barcode " "Scanner` option, labeled :guilabel:`Barcode Nomenclature`, where either " ":guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can" " be selected. Each nomenclature option determines how scanners interpret " "barcodes in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:38 msgid "" "There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " "along with a set of :guilabel:`Print` buttons for printing barcode commands " "and a barcode demo sheet." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "Enabled Barcode feature in Inventory app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:46 msgid "" "For more information on setting up and configuring the :guilabel:`Barcode` " "app, refer to the :doc:`Set up your barcode scanner <../setup/hardware>` and" " :doc:`Activate the Barcodes in Odoo <../setup/software>` docs." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:51 msgid "Perform an inventory adjustment" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:53 msgid "" "Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning`" " dashboard, where different options will be displayed, including " ":guilabel:`Operations`, :guilabel:`Inventory Adjustments`, and " ":guilabel:`Batch Transfers`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:57 msgid "" "To create and apply inventory adjustments, click on the :guilabel:`Inventory" " Adjustments` button at the bottom of the screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:60 #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:123 msgid "" "Doing so navigates to the *Barcode Inventory Client Action* page, labeled as" " :guilabel:`Inventory Adjustment` in the top header section." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst-1 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "Barcode app start screen with scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:67 msgid "" "To begin the adjustment, first scan the *source location*, which is the " "current location in the warehouse of the product whose count should be " "adjusted. Then, scan the product barcode(s)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:70 msgid "" "The barcode of a specific product can be scanned multiple times to increase " "the quantity of that product in the adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:74 msgid "" "If the warehouse *multi-location* feature is **not** enabled in the " "database, a source location does not need to be scanned. Instead, simply " "scan the product barcode to start the inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:78 msgid "" "Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ " "(pencil)` icon on the far right of the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:81 msgid "" "Doing so opens a separate window with a keypad. Edit the number in the " ":guilabel:`Quantity` line to change the quantity. Additionally, the " ":guilabel:`+1` and :guilabel:`-1` buttons can be clicked to add or subtract " "quantity of the product, and the number keys can be used to add quantity, as" " well." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:86 msgid "" "In the below inventory adjustment, the source location `WH/Stock/Shelf/2` " "was scanned, assigning the location. Then, the barcode for the product " "`[FURN_7888] Desk Stand with Screen` was scanned 3 times, increasing the " "units in the adjustment. Additional products can be added to this adjustment" " by scanning the barcodes for those specific products." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 msgid "Barcode Inventory Client Action page with inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:95 msgid "" "To complete the inventory adjustment, click the green :guilabel:`✅ Apply` " "button with the check mark at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:98 #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:150 msgid "" "Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` " "screen. A small green banner appears in the top right corner, confirming " "validation of the adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:101 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 msgid "Did you know?" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:103 msgid "" "Odoo's *Barcode* application provides demo data with barcodes to explore the" " features of the app. These can be used for testing purposes, and can be " "printed from the home screen of the app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:106 msgid "" "To access this demo data, navigate to the :menuselection:`Barcode app` and " "click :guilabel:`stock barcodes sheet` and :guilabel:`commands for " "Inventory` (bolded and highlighted in blue) in the information pop-up window" " above the scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 msgid "Demo data prompt pop-up on Barcode app main screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:115 msgid "Manually add products to inventory adjustment" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:117 msgid "" "When the barcodes for the location or product are not available, Odoo " "*Barcode* can still be used to perform inventory adjustments." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:120 msgid "" "To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning" " --> Inventory Adjustments`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:126 msgid "" "To manually add products to this adjustment, click the white :guilabel:`➕ " "Add Product` button at the bottom of the screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:129 msgid "" "This navigates to a new, blank page where the desired product, quantity, and" " source location must be chosen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:0 msgid "Keypad to add products on Barcode Inventory Client Action page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:136 msgid "" "First, click the :guilabel:`Product` line, and choose the product whose " "stock count should be adjusted. Then, manually enter the quantity of that " "product, either by changing the `1` in the :guilabel:`Quantity` line, or by " "clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or subtract " "quantity of the product. The number pad can be used to add quantity, as " "well." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:141 msgid "" "Below the number pad is the :guilabel:`location` line, which should read " "`WH/Stock` by default. Click this line to reveal a drop-down menu of " "locations to choose from, and choose the :guilabel:`source location` for " "this inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:145 msgid "Once ready, click :guilabel:`Confirm` to confirm the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/adjustments.rst:147 msgid "" "To apply the inventory adjustment, click the green :guilabel:`✅ Apply` " "button with the check mark, at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:3 msgid "Default barcode nomenclature" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:10 msgid "" "Define *barcode nomenclatures* to ensure Odoo correctly recognizes and " "categorizes barcodes. When scanned, a barcode matches the **first** rule " "with a matching pattern, based on regular expressions. A barcode is " "successfully read if its prefix and/or length matches the defined rule." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:14 msgid "" "For instance, at a :doc:`Point of Sale <../../../sales/point_of_sale>` " "station, product weight barcodes in the European Article Number (EAN) " "format, which begin with `21` and have five digits specifying the weight, " "are used to weigh products and generate a barcode depicting the weight and " "price. The `21` and five-digit weight is the barcode pattern used to " "identify the barcode and can be customized to ensure Odoo correctly " "interprets all barcodes for the business." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:21 msgid "" "Barcodes are also commonly used with Odoo's **Inventory** and **Barcode** " "apps." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:23 msgid "" "Odoo **Barcode** supports |EAN|, Universal Product Code (UPC), and :doc:`GS1" " ` formats. This document exclusively focuses on " ":ref:`default rules and patterns in Odoo `, which use |UPC| and |EAN| encoding." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:29 msgid "" "To use |UPC| and |EAN| barcodes for uniquely identifying products across the" " entire supply chain, they **must** be `purchased from GS1 " "`_." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:32 msgid "" "In Odoo, custom barcode patterns can be defined to recognize barcodes " "specific to the company. Barcodes do not need to be purchased if used only " "within the company, such as in the :ref:`example " "` where the barcode is written in the " "|EAN| format." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:52 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:39 #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:65 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:22 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:26 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:22 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:48 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:12 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:55 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:10 msgid "Configuration" msgstr "Konfiguracja" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:40 msgid "" "To use default nomenclature, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Barcode` section, tick the" " :guilabel:`Barcode Scanner` checkbox. Doing so installs the **Barcode** app" " in the database." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:44 msgid "" "Next, in the :guilabel:`Barcode Nomenclature` field, ensure " ":guilabel:`Default Nomenclature` is selected. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst-1 msgid "Enabled barcode setting with Default Nomenclature selected." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:51 msgid "" "With the **Barcode** module installed, and the :guilabel:`Default " "Nomenclature` selected, the barcode actions using |UPC| and |EAN|, detailed " "in the :ref:`default nomenclature list `, are available for use. And, by default, Odoo " "automatically handles |UPC|/|EAN| conversion." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:59 msgid "Example: product weight barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:61 msgid "" "To better understand how barcode nomenclature is used to identify products " "in Odoo, this example where product weight barcodes in |EAN| format are used" " to allow a :doc:`Point of Sale <../../../sales/point_of_sale>` business to " "automatically print barcodes, and calculate the price using the weight of " "the item." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:66 msgid "To set up barcodes for weighted products, the following rule is used:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:71 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:186 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:173 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:166 msgid "Rule Name" msgstr "Nazwa reguły" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:72 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:189 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:173 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:166 msgid "Barcode Pattern" msgstr "Wzorzec kodu kreskowego" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:73 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:166 msgid "Field in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:74 msgid "Weighted Barcodes 3 Decimals" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:75 msgid "(21)....{NNDDD}" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:76 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:177 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:40 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:168 msgid ":guilabel:`Barcode` field on product form" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:79 msgid "" "To better understand the barcode pattern for weighted products, consider the" " barcode, `2112345000008`:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:82 msgid "`21`: code that identifies this a barcode for weighted products." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:83 msgid "" "`12345`: five digits (denoted by `.....` in the table above) that identify " "the product." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:84 msgid "" "`00000`: five digits (denoted by `{NNDDD}` in the table) representing the " "weight of the product. On the product form, the five weight values **must** " "be `00000`. The first two digits are whole number values, and the last three" " digits are decimal values. For example, \"13.5 grams\" in the `{NNDDD}` " "format is `13500`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:88 msgid "" "`8`: `check digit `_ " "for `211234500000`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:90 msgid "Together, these components make up a 13-character |EAN| - 13 barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:92 msgid "" "To configure the product barcode for `Pasta Bolognese`, the |EAN| barcode " "for weighted products, `2112345000008`, is entered in the " ":guilabel:`Barcode` field on the product form (accessible by going to " ":menuselection:`Inventory app --> Products --> Products`, and selecting the " "desired product). In addition, the :guilabel:`Unit of Measure` is set to " ":guilabel:`kg`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst-1 msgid "Barcode field on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:101 msgid "" "Next, a customer's bowl of pasta is weighed to be `1.5` kilograms. This " "generates a new barcode for the pasta, according to the weight: " "`211234501500`, which has a check digit of `2`. The new barcode is " "`2112345015002`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst-1 msgid "Generated barcode that includes a weight of 1.5 kg." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:109 msgid "" "Ensure the products scan properly, by navigating to the " ":menuselection:`Barcode app --> Operations`. Next, click any operation type," " such as :guilabel:`Receipts`. Then, click the :guilabel:`New` button to " "create a draft stock move. Scan the product weight barcode, such as " "`2112345015002`, and if the intended product appears, the barcode setup is " "correct." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst-1 msgid "Show successfully scanned barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:119 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:96 msgid "Create rules" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:122 msgid "" "Adding new rules is necessary for |UPC| and |EAN| formats that are **not** " "in Odoo's default list, since barcodes cannot be read successfully if there " "are unknown fields." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:125 msgid "" "While new rules can be created, Odoo fields do **not** auto-populate with " "information from these rules. `Custom development " "`_ is required for this functionality." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:129 msgid "" "To create a rule, first enable :ref:`developer mode `. Then," " navigate to :menuselection:`Inventory app --> Configuration --> Barcode " "Nomenclatures`, and select :guilabel:`Default Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:133 msgid "On this page, configure the following optional fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:135 msgid "" ":guilabel:`UPC/EAN Conversion`: determines if a |UPC|/|EAN| barcode should " "be automatically converted when matching a rule with another encoding. " "Options include :guilabel:`Always` (the default option), :guilabel:`Never`, " ":guilabel:`EAN-13 to UPC-A`, and :guilabel:`UPC-A to EAN-13`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:138 msgid "" ":guilabel:`Is GS1 Nomenclature`: ensure this checkbox is **not** ticked, as " "the :guilabel:`Default Nomenclature` uses |UPC| and |EAN| encoding, *not* " "GS1 encoding." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst-1 msgid "Default Nomenclature page setting fields." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:145 msgid "" "On the :guilabel:`Default Nomenclature` page, click :guilabel:`Add a line` " "at the bottom of the table, which opens a :guilabel:`Create Rules` pop-up " "window to create a new rule." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:148 msgid "" "The :guilabel:`Rule Name` field is used internally to identify what the " "barcode represents." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:150 msgid "" "The :guilabel:`Sequence` field represents the priority of the rule; meaning " "the smaller the value, the higher the rule appears on the table." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:153 msgid "" "The barcode :guilabel:`Type` field represents different classifications of " "information that can be understood by the system (e.g., :guilabel:`Package`," " :guilabel:`Lot`, :guilabel:`Location`, :guilabel:`Coupon`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:157 msgid "" "The :guilabel:`Encoding` field specifies which encoding the barcode uses. " "This rule **only** applies if the barcode uses this specific encoding. The " "available :guilabel:`Encoding` options are: :guilabel:`EAN-13`, " ":guilabel:`EAN-8`, :guilabel:`UPC-A`, and :guilabel:`GS1-28`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:161 msgid "" "The :guilabel:`Barcode Pattern` field represents how the sequence of letters" " or numbers is recognized by the system to contain information about the " "product. Sometimes, when a certain amount of digits are required, the number" " of `.` is shown. `N` represents whole number digits, and `D` represent " "decimal digits." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:167 msgid "" "`1...` represents any 4-digit number that starts with 1. `NNDD` represents a" " two digit number with two decimal points. For example, `14.25` is 1425." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:170 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " save the rule, and instantly start creating another rule. Or, click " ":guilabel:`Save & Close` to save the rule, and return to the table of rules." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:177 msgid "Default nomenclature list" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:179 msgid "" "The table below contains Odoo's list of :guilabel:`Default Nomenclature` " "rules. Barcode patterns are written in regular expressions." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:187 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Typ" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:188 msgid "Encoding" msgstr "Kodowanie" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:190 msgid "Price Barcodes 2 Decimals" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:191 msgid "Priced Product" msgstr "Produkt wyceniany" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:192 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:200 msgid "EAN-13" msgstr "EAN-13" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:193 msgid "23.....{NNNDD}" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:194 msgid "Discount Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:195 msgid "Discounted Product" msgstr "Produkt upustowy" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:196 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:204 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:208 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:212 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:216 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:220 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:224 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:228 #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:232 msgid "Any" msgstr "Dowolny" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:197 msgid "22{NN}" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:198 msgid "Weight Barcodes 3 Decimals" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:199 msgid "Weighted Product" msgstr "Produkt ważony" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:201 msgid "21.....{NNDDD}" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:202 msgid "Customer Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:203 msgid "Client" msgstr "Klient" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:205 msgid "042" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:206 msgid "Coupon & Gift Card Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:207 msgid "Coupon" msgstr "Kupon" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:209 msgid "043|044" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:210 msgid "Cashier Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:211 msgid "Cashier" msgstr "Kasjer" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:213 msgid "041" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:214 msgid "Location barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:215 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:189 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:189 msgid "Location" msgstr "Miejsce" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:217 msgid "414" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:218 msgid "Package barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:219 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Opakowanie" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:221 msgid "PACK" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:222 msgid "Lot barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:223 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:191 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:191 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Partia" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:225 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:143 msgid "10" msgstr "10" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:226 msgid "Magnetic Credit Card" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:227 msgid "Credit Card" msgstr "Karta kredytowa" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:229 msgid "%.*" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:230 msgid "Product Barcodes" msgstr "Kody kreskowe produktu" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:231 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:177 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Produkt jednostkowy" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:233 msgid ".*" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:236 msgid "" "When the :guilabel:`Barcode Pattern` contains `.*`, it means it can contain " "any number or type of characters." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:240 msgid ":doc:`gs1_nomenclature`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:3 msgid "GS1 barcode nomenclature" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:12 msgid "" "`GS1 nomenclature `_ consolidates various product " "and supply chain data into a single barcode. Odoo takes in `unique Global " "Trade Item Numbers `_ (GTIN), " "purchased by businesses, to enable global shipping, sales, and eCommerce " "product listing." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:17 msgid "" "Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " "essential product information, such as |GTIN|, lot number, quantity " "information, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:21 msgid "" "|GTINs| are unique product identification that **must** be `purchased from " "GS1 `_ to use GS1 barcodes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " "check the :guilabel:`Barcode Scanner` box. Next, select " ":menuselection:`Barcode Nomenclature --> Default GS1 Nomenclature` from the " "default barcode nomenclature options." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst-1 msgid "" "Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:43 msgid "" "The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " "accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " ":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:46 msgid "" "In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " ":guilabel:`Rule Names` available in Odoo. The table contains all the " "information that can be condensed with a GS1 barcode, along with the " "corresponding :guilabel:`Barcode Pattern`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:51 msgid "" "After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " "Nomenclatures` settings can also be accessed by a hidden menu that's " "discoverable after enabling :ref:`developer mode `. Once " "enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" " Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " "Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:60 msgid "Use GS1 barcodes in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:62 msgid "" "For product identification using GS1 barcodes in Odoo, businesses obtain a " "`unique GTIN `_ as an " "internationally distinct product identifier purchased from GS1. This |GTIN| " "is combined with specific product details following GS1's designated " "*barcode pattern*. The barcode pattern's arrangement of numbers and letters " "must adhere to GS1 conventions for accurate interpretation by global systems" " along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:68 msgid "" "Every barcode starts with a 2-4 digit `application identifier " "`_ (A.I.). " "This required prefix universally indicates what kind of information the " "barcode contains. Odoo follows GS1 rules for identifying information, as " "detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " "Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" " fixed length requirement, certain ones, such as lots and serial numbers, " "have flexible length." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:77 msgid "" "For flexible-length barcode patterns not placed at the end of the GS1 " "barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:80 msgid "" "Example: The barcode pattern for lot numbers is 20 characters long. Instead " "of creating a 20-character lot number barcode, like `LOT00000000000000001`, " "use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:84 msgid "" "Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " "and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " "` for specific examples of combining |GTIN| to" " product information and configuring the workflow." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:90 msgid ":ref:`Lots workflow `" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:91 msgid ":ref:`Non-unit quantities workflow `" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:98 msgid "" "GS1 rules are a specific format of information contained in the barcode, " "beginning with an |AI| and containing a defined length of characters. " "Scanning GS1 barcodes from the :ref:`default GS1 list " "` auto-fills corresponding" " data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:103 msgid "" "Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " "non-standard GS1 formats." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:106 msgid "" "To do so, begin by turning on :ref:`developer mode ` and " "navigating to the :guilabel:`Barcode Nomenclatures` list in " ":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " "Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." " The :guilabel:`Rule Name` field is used internally to identify what the " "barcode represents. The barcode :guilabel:`Types` are different " "classifications of information that can be understood by the system (e.g. " "product, quantity, best before date, package, coupon). The " ":guilabel:`Sequence` represents the priority of the rule; this means the " "smaller the value, the higher the rule appears on the table. Odoo follows " "the sequential order of this table and will use the first rule it matches " "based on the sequence. The :guilabel:`Barcode Pattern` is how the sequence " "of letters or numbers is recognized by the system to contain information " "about the product." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " "setup section ` for more " "details." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" " :guilabel:`Lots & Serial Numbers` feature is enabled in :ref:`Odoo's " "settings ` and :ref:`on the product " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " "typically used in examples for ease of reading and should **not** be " "included in the final barcode. For more details on building GS1 barcodes, go" " to :ref:`this section `." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." " :ref:`This section ` details how to " "add new rules in the barcode nomenclature." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:146 msgid "" "Test barcodes containing multiple encoded fields, piece by piece, to figure " "out which field is causing the issue." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:150 msgid "" "When testing a barcode containing the |GTIN|, lot number, and quantity, " "start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " "number, and finally, try scanning the whole barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:154 msgid "" "After diagnosing the encoded field is unknown, :ref:`add new rules " "` to Odoo's default list to recognize " "GS1 barcodes with unique specifications." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:159 msgid "" "While the new field will be read, the information won't link to an existing " "field in Odoo without developer customizations. However, adding new rules is" " necessary to ensure the rest of the fields in the barcode are interpreted " "correctly." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " "`check digit `_ as the " "final character." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Typ zawartości GS1" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:175 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:177 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:183 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:186 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:177 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:40 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:168 msgid "Global Trade Item Number (GTIN)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:177 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:40 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:168 msgid "(01)(\\\\d{14})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:180 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:3 msgid "Packaging" msgstr "Opakowania" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:183 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:183 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Lokalizacja docelowa" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:191 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 msgid "Batch or lot number" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:191 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:194 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:194 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Data pakowania" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:197 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:200 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Data" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Data najlepszego użycia" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Data ważności" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:206 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:171 msgid "Variable count of items" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:206 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:208 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:211 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:213 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:215 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:217 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:219 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 msgid "Quantity" msgstr "Ilość" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:206 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 msgid "(30)(\\\\d{0,8})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:206 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:208 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:211 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:213 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:215 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:217 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:219 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Miara" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:211 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:171 msgid "(310[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:225 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:126 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:77 msgid "Package type" msgstr "Typ opakowania" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:3 msgid "GS1 barcode usage" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:10 msgid "" "GS1 barcodes provide a standardized format that barcode scanners can " "interpret. They encode information in a :ref:`specific structure recognized " "globally `, allowing scanners to understand and " "process supply chain data consistently." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:14 msgid "" "Odoo *Barcode* interprets and prints GS1 barcodes, automating product " "identification and tracking in warehouse operations such as receiving, " "picking, and shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:17 msgid "" "The following sections contain examples of how Odoo uses GS1 barcodes " "provided by the business to identify common warehouse items and automate " "certain warehouse workflows." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:21 msgid "" "Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " "Global Trade Item Number (GTIN) from GS1. Then, they can combine their " "existing GS1 barcodes with product and supply chain information (also " "provided by GS1) to create barcodes in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:26 msgid "`Purchase GTINs `_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:27 msgid ":ref:`GS1 nomenclature `" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:32 msgid "Configure barcodes for product, quantity, and lots" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:34 msgid "" "To build a GS1 barcode that contains information about a product, its " "quantities, and the lot number, the following barcode patterns and " "Application Identifiers (A.I.) are used:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:166 msgid "Name" msgstr "Nazwa" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:166 msgid "A.I." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:40 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:168 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:78 msgid "Product" msgstr "Produkt" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:40 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:135 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:168 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:204 msgid "01" msgstr "01" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:139 msgid "30" msgstr "30" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:171 msgid ":guilabel:`Units` field on transfer form" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 msgid "Lot Number" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:45 msgid ":guilabel:`Lot` on Detailed Operations pop-up" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:54 msgid "" "First, :ref:`enable product tracking using lots " "` by navigating to " ":menuselection:`Inventory app --> Configuration --> Settings`, and checking " "the box for :guilabel:`Lots & Serial Numbers` under the " ":guilabel:`Traceability` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:58 msgid "" "Then, set up the product barcode by navigating to the intended product form " "in :menuselection:`Inventory app --> Products --> Products` and selecting " "the product. On the product form, click :guilabel:`Edit`. Then, in the " ":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " "with the unique 14-digit `Global Trade Item Number (GTIN) " "`_, which is a universally " "recognized identifying number that is provided by GS1." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:66 msgid "" "On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " "as it is only used to encode multiple barcodes into a single barcode that " "contains detailed information about the package contents." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:72 msgid "" "To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " "|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "Enter 14-digit GTIN into the Barcode field on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:80 msgid "" "To view a list of *all* products and their corresponding barcodes in the " "Odoo database, navigate to :menuselection:`Inventory app --> Configuration " "--> Settings`. Under the :guilabel:`Barcode` heading, click on the " ":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " "Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " "column, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "View the Product Barcodes page from inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:92 msgid "" "After activating tracking by lots and serial numbers from the settings page," " specify that this feature is to be applied on each product by navigating to" " the :guilabel:`Inventory` tab on the product form. Under " ":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst-1 msgid "" "Enable product tracking by lots in the \"Inventory\" tab of the product " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:101 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:176 msgid "Scan barcode on receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:103 msgid "" "To ensure accurate lot interpretation in Odoo on product barcodes scanned " "during a receipt operation, navigate to the :menuselection:`Barcode` app to " "manage the :ref:`receipt picking process `." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:107 msgid "" "From the :guilabel:`Barcode Scanning` dashboard, click the " ":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " "the list of vendor receipts to process. Receipts generated from :abbr:`POs " "(Purchase Orders)` are listed, but new receipt operations can also be " "created directly through the :menuselection:`Barcode` app using the " ":guilabel:`Create` button." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:112 msgid "" "On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" " product barcodes and lot numbers with a barcode scanner. The scanned " "product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " "open a window and manually enter quantities for specific lot numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:118 msgid "" "After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " "the associated receipt in the *Barcode* app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:121 msgid "" "Scan the barcode containing the |GTIN|, quantity, and lot number. For " "testing with a barcode scanner, below is an example barcode for the fifty " "Fuji apples in Lot 2." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:129 msgid "50 Fuji apples in Lot0002" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:131 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:200 msgid "2D Matrix" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "" "2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:134 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:203 msgid "|AI| (product)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:136 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:205 msgid "GS1 Barcode (product)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:137 msgid "20611628936004" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:138 msgid "|AI| (quantity)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:140 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:209 msgid "GS1 Barcode (quantity)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:141 msgid "00000050" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:142 msgid "|AI| (lot)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:144 msgid "GS1 Barcode (lot #)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:145 msgid "LOT0002" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:146 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:211 msgid "Full GS1 barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:147 msgid "0120611628936004 3000000050 10LOT0002" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:149 msgid "" ":ref:`If the configuration is correct `," " `50/50` :guilabel:`Units` processed will be displayed and the " ":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " "button to complete the reception." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "" "Scan the barcode for a product on the reception picking page in the " "*Barcode* app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:160 msgid "Configure barcode for product and non-unit quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:162 msgid "" "To build a GS1 barcode that contains products measured in a non-unit " "quantity, like kilograms, for example, the following barcode patterns are " "used:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:171 msgid "Quantity in kilograms" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:171 msgid "310[0-5]" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:178 msgid "" "To confirm that quantities are correctly interpreted in Odoo, place an order" " in the *Purchase* app using the appropriate unit of measure " "(:guilabel:`UoM`) for the quantity of products to be purchased." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:183 msgid "" ":ref:`Simplify vendor unit conversions with UoMs " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:186 msgid "" "After the order is placed, navigate to the :menuselection:`Barcode` app to " ":ref:`receive the vendor shipment `." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:190 msgid "" "On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " "peaches by scanning the barcode containing the |GTIN| and quantity of " "peaches in kilograms." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:198 msgid "52.1 kg of Peaches" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:206 msgid "00614141000012" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:207 msgid "|AI| (kg, 1 decimal point)" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:208 msgid "3101" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:210 msgid "000521" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:212 msgid "0100614141000012 3101000521" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:214 msgid "" ":ref:`If the configuration is correct `," " `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" " button turns green. Finally, press :guilabel:`Validate` to complete the " "validation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:0 msgid "Scan barcode screen for a reception operation in the Barcode app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:223 msgid "Verify product moves" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:225 msgid "" "For additional verification, the quantities of received products are also " "recorded on the :guilabel:`Product Moves` report, accessible by navigating " "to :menuselection:`Inventory app --> Reporting --> Product Moves`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:229 msgid "" "The items on the :guilabel:`Product Moves` report are grouped by product by " "default. To confirm the received quantities, click on a product line to open" " its collapsible drop-down menu, which displays a list of *stock move lines*" " for the product. The latest stock move matches the warehouse reception " "reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " "scan, demonstrating that the records processed in the *Barcode* app were " "properly stored in *Inventory*." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst-1 msgid "Reception stock move record for 52.1 kg of peaches." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:3 msgid "Process receipts and deliveries with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:7 msgid "" "The *Barcode* app can be used to process receipts, deliveries, and other " "types of operations in real time using a barcode scanner or the Odoo mobile " "app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:10 msgid "" "This makes it possible to process operations on the warehouse floor when " "they happen, instead of having to wait to validate transfers from a " "computer. Processing operations this way can help to properly attribute " "barcodes to the appropriate products, pickings, locations, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:17 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:15 msgid "" "To use the *Barcode* app to process transfers, it must be installed by " "enabling the feature from the settings of the *Inventory* app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:20 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:18 msgid "" "To do so, go to the :menuselection:`Inventory app --> Configuration --> " "Settings`. Then, scroll down to the :guilabel:`Barcode` section, and click " "the checkbox next to the :guilabel:`Barcode Scanner` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:26 msgid "" "Once the page has refreshed, new options will be displayed under the " ":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " "a corresponding drop-down menu), where either :guilabel:`Default " "Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:30 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:29 msgid "" "There is also a :guilabel:`Configure Product Barcodes` internal link arrow, " "and a set of :guilabel:`Print` buttons for printing barcode commands and a " "barcode demo sheet." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:37 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:36 msgid "" "For more on setting up and configuring the :guilabel:`Barcode` app, refer to" " the :doc:`Set up your barcode scanner <../setup/hardware>` and " ":doc:`Activate the Barcodes in Odoo <../setup/software>` documentation " "pages." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:44 msgid "Scan barcodes for receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:46 msgid "" "To process warehouse receipts for incoming products, there first needs to be" " a purchase order (PO) created, and a receipt operation to process." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:49 msgid "" "To create a :abbr:`PO (purchase order)`, navigate to the " ":menuselection:`Purchase app --> Create` to create a new request for " "quotation (RFQ)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:52 msgid "" "From the blank :abbr:`RFQ (request for quotation)` form, click the drop-down" " menu next to the :guilabel:`Vendor` field to add a vendor. Then, on the " ":guilabel:`Product` line under the :guilabel:`Products` tab, click " ":guilabel:`Add a product`, and select the desired product(s) to add to the " "quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:57 msgid "" "Once ready, click :guilabel:`Save` at the top of the form, then click " ":guilabel:`Confirm Order` to confirm the :abbr:`RFQ (request for quotation)`" " to a :abbr:`PO (purchase order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 msgid "Completed purchase order for barcode product." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:64 msgid "" "To process and scan barcodes for warehouse receipts, navigate to the " ":menuselection:`Barcode app`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:66 msgid "" "Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " "screen displaying different options is presented. To process receipts, click" " on the :guilabel:`Operations` button at the bottom of the screen. This " "navigates to an :menuselection:`Operations` overview page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:74 msgid "" "From this page, locate the :guilabel:`Receipts` card, and click the " ":guilabel:`# To Process` button to view all outstanding receipts. Then, " "select the desired receipt operation to process. This navigates to the " "barcode transfer screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:79 msgid "" "If *only* using a barcode scanner or the Odoo mobile app, the barcodes for " "each transfer of a corresponding operation type can be scanned to be " "processed easily. Once scanned, the products that are part of an existing " "transfer can be scanned, and new products can be added to the transfer, as " "well. Once all products have been scanned, validate the transfer to proceed " "with the stock moves." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:85 msgid "" "From this screen, an overview of all receipts to process within that " "transfer (**WH/IN/000XX**) is shown. At the bottom of the screen, there are " "options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if " "products need to be added to the operation, or if the whole operation should" " be validated at once." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "Overview of receipts in transfer to scan." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:94 msgid "" "To process and scan each product individually, choose a specific product " "line. The :guilabel:`+#` button (in this case, :guilabel:`+10`) can be " "clicked to indicate receipt of that product, or the :guilabel:`pencil` icon " "can be clicked to open a new screen to edit that product line." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:98 msgid "" "From this screen, the product that's being received is listed. Under the " "product name, the :guilabel:`Quantity` line can be edited. Either change the" " `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " "button (in this case, :guilabel:`/10 Units`) to automatically fill the " "quantity ordered from the :abbr:`PO (purchase order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:104 msgid "" "In the reception operation `WH/IN/00019`, `10 Units` of the `Barcode " "Product` is expected to be received. `[BARCODE_PROD]` is the " ":guilabel:`Internal Reference` set on the product form. Scan the barcode of " "the `Barcode Product` to receive one unit. Afterwards, click the " ":guilabel:`pencil` icon to manually enter the received quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:0 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:0 msgid "Product line editor for individual transfer in Barcode app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:113 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:179 msgid "" "Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " "to add or subtract quantity of the product, and the :guilabel:`number keys` " "can be used to add quantity, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:116 msgid "" "Below the :guilabel:`number keys` is the :guilabel:`location` line, which " "reads `WH/Stock` by default, unless another *location* is listed on the " "product itself. Click this line to reveal a drop-down menu of additional " "locations to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:120 #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:194 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:158 #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:211 msgid "" "Once ready, click :guilabel:`Confirm` to confirm the changes made to the " "product line." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:122 msgid "" "Then, from the overview page with all receipts to process within that " "transfer (**WH/IN/000XX**), click the :guilabel:`+#` button on the product " "line for the products being received, and click :guilabel:`Validate`. The " "receipt has now been processed, and the :guilabel:`Barcode app` can be " "closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 msgid "Overview of receipts in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:132 msgid "Scan barcodes for delivery orders" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:134 msgid "" "To process warehouse deliveries for outgoing products, there first needs to " "be a sales order (SO) created, and a delivery operation to process." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:137 msgid "" "To create a :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales " "app --> Create` to create a new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:140 msgid "" "From the blank quotation form, click the drop-down menu next to the " ":guilabel:`Customer` field to add a customer. Then, on the " ":guilabel:`Product` line under the :guilabel:`Order Lines` tab, click " ":guilabel:`Add a product`, and select the desired product(s) to add to the " "quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:144 msgid "" "Once ready, click :guilabel:`Save` at the top of the form, and click " ":guilabel:`Confirm Order` to confirm the quotation to a :abbr:`SO (sales " "order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 msgid "Completed sales order for barcode product." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:151 msgid "" "To process and scan barcodes for warehouse deliveries, navigate to the " ":menuselection:`Barcode app`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:153 msgid "" "Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " "screen displaying different options is presented. To process deliveries, " "click on the :guilabel:`Operations` button at the bottom of the screen. This" " navigates to an :guilabel:`Operations` overview page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:157 msgid "" "From this page, locate the :guilabel:`Delivery Orders` card, and click the " ":guilabel:`# To Process` button to view all outstanding deliveries. Then, " "select the desired delivery order to process. This navigates to the barcode " "transfer screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 msgid "Operations overview page in Barcode app dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:165 msgid "" "From this screen, an overview of all deliveries to process within that " "transfer (**WH/OUT/000XX**) is shown. At the bottom of the screen, there are" " options to :guilabel:`Add Product` or :guilabel:`Validate`, depending on if" " products need to be added to the operation, or if the whole operation " "should be validated at once." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:170 msgid "" "To process and scan each product individually, choose a specific product " "line. The :guilabel:`+1` button can be clicked to indicate delivery of that " "product, or the :guilabel:`pencil icon` can be clicked to open a new screen " "to edit that product line." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:174 msgid "" "From this screen, the product that's being delivered is listed. Under the " "product name, the :guilabel:`Quantity` line can be edited. Either change the" " `0` in the line to the desired quantity, or click the :guilabel:`/# Units` " "button (in this case, :guilabel:`/10 Units`) to automatically fill the " "quantity ordered from the :abbr:`SO (sales order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:182 msgid "" "Below the :guilabel:`number keys` is the :guilabel:`location` line, which " "reads `WH/Stock` by default, unless another location is listed on the " "product itself." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:185 msgid "" "This is the location that the product is being pulled from for delivery. " "Click this line to reveal a drop-down menu of additional locations to choose" " from (if this product is stored in multiple locations in the warehouse)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:190 msgid "" "For warehouses that have multiple different storage locations, putaway " "rules, and removal strategies, additional steps can be added for various " "operation types, while using the *Barcode* app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst:196 msgid "" "Then, from the overview page with all receipts to process within that " "transfer (**WH/OUT/000XX**), click the :guilabel:`+#` button on the product " "line for the products being received, and click :guilabel:`Validate`. The " "delivery has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/receipts_deliveries.rst-1 msgid "Overview of deliveries in transfer to validate." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:3 msgid "Create and process transfers with barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:5 msgid "" "The *Barcode* app can be used to process internal transfers for all types of" " products, including transfers for products tracked using lots or serial " "numbers. Transfers can be created from scratch in real time using an Odoo-" "compatible barcode scanner or the Odoo mobile app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:9 msgid "" "For a list of Odoo-compatible barcode mobile scanners, and other hardware " "for the *Inventory* app, refer to the `Odoo Inventory • Hardware page " "`_." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:24 msgid "" "When the page has refreshed, new options are displayed under the " ":guilabel:`Barcode Scanner` feature: :guilabel:`Barcode Nomenclature` (with " "a corresponding drop-down menu), where either :guilabel:`Default " "Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The " "nomenclature selected changes how scanners interpret barcodes in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:41 msgid "Scan barcodes for internal transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:43 msgid "" "To create and process internal transfers for products in a warehouse, the " ":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` features " "**must** be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:46 msgid "" "To do so, go to the :menuselection:`Inventory app --> Configuration --> " "Settings`. Then, scroll down to the :guilabel:`Warehouse` section, and click" " the checkboxes next to :guilabel:`Storage Locations` and :guilabel:`Multi-" "Step Routes`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:50 msgid "Then, click :guilabel:`Save` at the top of the page to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:53 msgid "Create an internal transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:55 msgid "" "To process existing internal transfers, there first needs to be an internal " "transfer created, and an operation to process." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:58 msgid "" "To create an internal transfer, navigate to the :menuselection:`Inventory " "app`. From the :guilabel:`Inventory Overview` dashboard, locate the " ":guilabel:`Internal Transfers` card, and click on the :guilabel:`0 To " "Process` button." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:62 msgid "" "Then, click :guilabel:`Create` in the top left of the resulting page. This " "navigates to a new :guilabel:`Internal Transfer` form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:65 msgid "" "On this blank form, the :guilabel:`Operation Type` is automatically listed " "as :guilabel:`Internal Transfers`. Under that field, the :guilabel:`Source " "Location` and :guilabel:`Destination Location` are set as " ":guilabel:`WH/Stock` by default, but can be changed to whichever locations " "the products are being moved from, and moved to." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "" "Blank internal transfer form with source location and destination location." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:74 msgid "" "Once the desired locations have been selected, products can be added to the " "transfer. On the :guilabel:`Product` line under the :guilabel:`Products` " "tab, click :guilabel:`Add a product`, and select the desired product(s) to " "add to the transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:78 msgid "" "Once ready, click :guilabel:`Save` at the top of the form to save the new " "internal transfer. Once saved, click the :guilabel:`Detailed Operations` " "icon (four lines, at the far right of the :guilabel:`Product` line) to open " "the :guilabel:`Detailed Operations` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "Internal transfer detailed operations pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:86 msgid "From the pop-up, click :guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:88 msgid "" "Then, in the :guilabel:`To` column, change the location from " ":guilabel:`WH/Stock` to a different location, where the products should be " "moved." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:91 msgid "" "Next, in the :guilabel:`Done` column, change the quantity to the desired " "quantity to transfer. Once ready, click :guilabel:`Confirm` to close out the" " pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:95 msgid "Scan barcodes for internal transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:97 msgid "" "To process and scan barcodes for internal transfers, navigate to the " ":menuselection:`Barcode app`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:99 msgid "" "Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` " "screen displaying different options is presented." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:102 msgid "" "To process internal transfers, click on the :guilabel:`Operations` button at" " the bottom of the screen. This navigates to an :menuselection:`Operations` " "overview page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:109 msgid "" "From this page, locate the :guilabel:`Internal Transfers` card, and click " "the :guilabel:`# To Process` button to view all outstanding internal " "transfers. Then, select the desired operation to process. This navigates to " "the barcode transfer screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:114 msgid "" "When using the *Barcode* app without the *Inventory* app (**only** if using " "a barcode scanner or the Odoo mobile app), the barcodes for each transfer of" " a corresponding operation type can be scanned to be processed easily." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:118 msgid "" "Once scanned, the products that are part of an existing transfer can be " "scanned, and new products can be added to the transfer, as well. Once all " "products have been scanned, validate the transfer to proceed with the stock " "moves." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:122 msgid "" "From this screen, an overview of all products to process within that " "specific internal transfer (**WH/INT/000XX**) is shown. At the bottom of the" " screen, there are options to :guilabel:`Add Product` or " ":guilabel:`Validate`, depending on if products need to be added to the " "operation, or if the whole operation should be validated at once." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:131 msgid "" "Then, scan the barcode of the product to process the internal transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:133 msgid "" "Or, to process and scan each product individually, choose a specific product" " line. The :guilabel:`+ 1` button can be clicked to add additional quantity " "of that product to the transfer, or the :guilabel:`pencil icon` can be " "clicked to open a new screen to edit that product line." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:137 msgid "" "In the product's pop-up window, the product and the units to process is " "displayed with a number pad. Under the product name, the " ":guilabel:`Quantity` line can be edited. Change the number in the line to " "the quantity listed to be transferred on the internal transfer form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:142 msgid "" "In the internal transfer operation `WH/INT/000XX`, `50 Units` of the " "`Transfer Product` is moved from `WH/Stock` to `WH/Stock/Shelf 1`. " "`[TRANSFER_PROD]` is the :guilabel:`Internal Reference` set on the product " "form. Scan the barcode of the `Transfer Product` to receive one unit. " "Afterwards, click the :guilabel:`pencil icon` to manually enter the " "transferred quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:151 msgid "" "Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked " "to add or subtract quantity of the product, and the number keys can be used " "to add quantity, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:154 msgid "" "Below the number keys are the two :guilabel:`location` lines, which read " "whichever locations were previously specified on the internal transfer form," " in this case `WH/Stock` and `WH/Stock/Shelf 1`. Click these lines to reveal" " a drop-down menu of additional locations to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:160 msgid "" "Then, from the overview page with all products to process within that " "transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The receipt has now" " been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:165 msgid "" "The *Barcode* app can also be used to scan products in internal transfers " "containing unique lot numbers and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:168 msgid "" "From the barcode transfer screen, scan the barcode of a lot or serial " "number, and Odoo automatically increases the quantity of the product to the " "quantity recorded in the database. If the same lot or serial number is " "shared between different products, scan the product barcode first, then the " "barcode of the lot/serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:174 msgid "Create a transfer from scratch" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:176 msgid "" "In addition to processing and scanning barcodes for existing, previously-" "created internal transfers, the *Barcode* app can also be used to create " "transfers from scratch, simply by scanning a printed operation type barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:182 msgid "" "Odoo's *Barcode* application provides demo data with barcodes to explore the" " features of the app. These can be used for testing purposes, and can be " "printed from the home screen of the app. To access this demo data, navigate " "to the :menuselection:`Barcode app` and click :guilabel:`stock barcodes " "sheet` (bolded and highlighted in blue) in the information pop-up above the " "scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:191 msgid "" "To do this, first navigate to the :menuselection:`Barcode app`. Once inside " "the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying " "different options is presented." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:194 msgid "" "From this screen, when using a USB or bluetooth barcode scanner, directly " "scan the product barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:196 msgid "" "When using a smartphone as the barcode scanner, click the :guilabel:`Tap to " "Scan` button (next to the camera icon, at the center of the screen). This " "opens a :guilabel:`Barcode Scanner` pop-up screen that enables the camera of" " the device being used." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:200 msgid "" "Face the camera toward the printed operation type barcode to scan it. Doing " "so processes the barcode, and navigates to a barcode transfer screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:203 msgid "" "From this screen, an overview of all products to process within that " "specific internal transfer (**WH/INT/000XX**) is shown. Since this is a new " "transfer created from scratch, however, there should not be any products " "listed on the page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:207 msgid "" "To add products, scan the product barcode. If the barcode is not available, " "manually enter the product into the system by clicking the :guilabel:`Add " "Product` button at the bottom of the screen, and add the products and " "product quantities that should be transferred." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst-1 msgid "Blank product editor in scratch internal transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:217 msgid "" "Then, from the overview page with all products to process within that " "transfer (**WH/INT/000XX**), click :guilabel:`Validate`. The internal " "transfer has now been processed, and the *Barcode* app can be closed out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup.rst:5 msgid "Setup" msgstr "Ustawienia" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:3 msgid "Set up your barcode scanner" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:7 msgid "" "Follow this guide to choose and set up a barcode scanner compatible with " "Odoo's *Inventory* and *Barcode* apps." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:14 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:14 msgid "An image of an example barcode scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:17 msgid "Scanner types" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:19 msgid "" "Before setting up a barcode scanner, it is important to determine which " "scanner type best meets the needs of the business. There are three main " "types, each with their own benefits and use cases:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:22 msgid "" "**USB scanners** are connected to a computer, and are suitable for " "businesses that scan products at a fixed location, like at the checkout in a" " grocery store. Ensure the chosen USB scanner is compatible with the " "keyboard layout of the computer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:26 msgid "" "**Bluetooth scanners** pair with a smartphone or tablet, making them an " "ideal cost-effective and portable barcode scanner option. In this scenario, " "Odoo is installed on the smartphone, allowing warehouse operators to handle " "operations, and check stock directly through their mobile devices." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:30 msgid "" "**Mobile computer scanners** are mobile devices with a built-in barcode " "scanner. First, ensure the device can run the Odoo mobile app properly. " "Recent models that use Android OS with the Google Chrome browser, or Windows" " OS with Microsoft Edge, should work. However, testing is crucial due to the" " variety of available models and configurations." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:36 msgid "" "`Compatible hardware with Odoo Inventory " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:41 msgid "" "When setting up the barcode scanner, make sure the following configurations " "are correct so the scanner can properly interpret barcodes with Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:45 msgid "Keyboard layout" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:47 msgid "" "When using a USB barcode scanner, match its keyboard layout with the " "operating system's layout for proper interpretation of characters. " "Generally, the scanning mode should be set to accept a USB keyboard (HID), " "with the language set based on the keyboard that is in use." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:51 msgid "" "To configure the keyboard layout for a **Zebra** scanner, scan the keyboard " "wedge barcode for the desired language in the scanner's user manual." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:57 msgid "Example of a user manual for keyboard layout." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:57 msgid "" "Examples of keyboard language settings in the Zebra scanner user manual." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:60 msgid "Automatic carriage return" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:62 msgid "" "Odoo has a default 100-millisecond delay between scans to prevent accidental" " double scanning. To synchronize with the barcode scanner, set it to include" " a *carriage return* (:dfn:`character like the \"Enter\" key on a keyboard`)" " after each scan. Odoo interprets the carriage return as the end of the " "barcode input; so Odoo accepts the scan, and waits for the next one." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:67 msgid "" "Typically, on the scanner, a carriage return is included by default. Ensure " "it is set by scanning a specific barcode in the user manual, like `CR suffix" " ON` or `Apply Enter for suffix`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:71 msgid "Zebra scanner" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:73 msgid "" "When using Zebra scanners, ensure the following keystroke configurations are" " set to prevent errors." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:75 msgid "" "Begin on the Zebra scanner's home screen, and select the " ":guilabel:`DataWedge` app (the icon for the app is a light blue barcode). On" " the :guilabel:`DataWedge Profiles` page, select the profile option to " "access the Zebra scanner's settings." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:79 msgid "" "Scroll down to the :guilabel:`Keyboard Output` option, and ensure the " ":guilabel:`Enable/disable keystroke output` option is :guilabel:`Enabled`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst-1 msgid "Show keystroke option in the Zebra scanner's DataWedge app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:86 msgid "" "Now, go back to the :guilabel:`Profile` options page, and select " ":guilabel:`Key event options`. Here, ensure the :guilabel:`Send Characters " "as Events` option is checked." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:3 msgid "Activate the Barcodes in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:7 msgid "" "The barcode scanning features can save you a lot of time usually lost " "switching between the keyboard, the mouse and the scanner. Properly " "attributing barcodes to products, pickings locations, etc. allows you to " "work more efficiently by controlling the software almost exclusively with " "the barcode scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:16 msgid "" "To use this feature, you first need to activate the *Barcode* functionality " "via :menuselection:`Inventory --> Settings --> Barcode Scanner`. Once you " "have ticked the feature, you can hit save." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:24 msgid "Set Product Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:26 msgid "" "You can easily assign barcodes to your different products via the " "*Inventory* app. To do so, go to :menuselection:`Settings --> Configure " "Products Barcodes`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:32 msgid "" "Then, you have the possibility to assign barcodes to your products directly " "at creation on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:42 msgid "" "Be careful to add barcodes directly on the product variants and not on the " "template product. Otherwise, you won’t be able to differentiate them." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:49 msgid "Set Locations Barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:51 msgid "" "If you manage multiple locations, you will find useful to attribute a " "barcode to each location and stick it on the location. You can configure the" " locations barcodes in :menuselection:`Inventory --> Configuration --> " "Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:62 msgid "" "You can easily print the barcode you allocate to the locations via the " "*Print* menu." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:66 msgid "Barcode Formats" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:68 msgid "" "Most retail products use EAN-13 barcodes, also known as GTIN (Global Trade " "Identification Numbers). GTIN are used by companies to uniquely identify " "their products and services. While GTIN and UPC are often used synonymously," " GTIN refers to the number a barcode represents, while UPC refers to the " "barcode itself. More information about GTIN can be found on the GS1 website." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:73 msgid "" "In order to create GTIN for items, a company must have a GS1 Company Prefix." " This prefix is the number that will appear at the beginning of each GTIN, " "and will identify the company as the owner of the barcode any the products " "it appears on. To learn more about GS1 Company Prefixes, or purchase a " "license for a prefix, visit the GS1 Company Prefix page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:78 msgid "" "Odoo users are able to use GTIN barcodes to identify their products. " "However, since Odoo supports any numeric string as a barcode, it is also " "possible to define a custom barcode for internal use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 msgid "Inventory" msgstr "Magazynowanie" #: ../../content/applications/inventory_and_mrp/inventory.rst:10 msgid "" "Odoo *Inventory* is both an inventory application and a warehouse management" " system. The app allows users to easily manage lead times, automate " "replenishment, configure advanced routes, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:14 msgid "" "`Odoo Tutorials: Inventory `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management.rst:5 msgid "Product management" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:9 msgid "Configure product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:11 msgid "A group of products in Odoo can be further defined using:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:13 msgid "" ":doc:`Units of measure (UoM) `: a standard quantity for " "specifying product amounts (e.g., meters, yards, kilograms). Enables " "automatic conversion between measurement systems in Odoo, such as " "centimeters to feet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:17 msgid "" "*Ex: Purchasing fabric measured in meters but receiving it in yards from a " "vendor.*" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:19 msgid "" ":doc:`configure/package`: A physical container used to group products " "together, regardless of whether they are the same or different." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:22 msgid "" "*Ex: A box containing assorted items for delivery, or a storage box of two " "hundred buttons on a shelf.*" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:25 msgid "" ":doc:`configure/packaging`: groups the *same* products together to receive " "or sell them in specified quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:28 msgid "*Ex: Cans of soda sold in packs of six, twelve, or twenty-four.*" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:31 msgid "Comparison" msgstr "Porównanie" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:33 msgid "" "This table provides a detailed comparison of units of measure, packages, and" " packaging to help businesses evaluate which best suits their requirements." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:40 msgid "Feature" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:41 msgid "Unit of measure" msgstr "Jednostka miary" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:3 msgid "Packages" msgstr "Paczki" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:44 msgid "Purpose" msgstr "Cel" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:45 msgid "Standardized measurement for product units (e.g., cm, lb, L)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:46 msgid "Tracks the specific physical container and its contents" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:47 msgid "" "Groups a fixed number of items together for easier management (e.g., packs " "of 6, 12 or 24)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:48 msgid "Product uniformity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:49 msgid "Defined per product; saved as one |UoM| in the database" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:50 msgid "Allows mixed products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:51 msgid "Same products only" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:52 msgid "Flexible" msgstr "Elastyczność" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:53 msgid "Converts between vendor/customer |UoMs| and database |UoM|" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:54 msgid "Items can be added or removed from the container" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:55 msgid "Quantities are fixed (e.g., always packs of 6, 12 or 24)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:56 msgid "Complexity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:57 msgid "Simplest for unit conversions" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:58 msgid "More complex due to container-level inventory tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:59 msgid "Simpler; suitable for uniform product groupings" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:60 msgid "Inventory tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:61 msgid "" "Tracks product quantities within the warehouse in the specific |UoM| defined" " in the product form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:63 msgid "Tracks package location and contents within the warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:64 msgid "Tracks grouped quantities but not individual items' locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:65 msgid "Smooth barcode operations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:66 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:74 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:78 msgid "Not available" msgstr "Nie dostępny/e" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:67 msgid "" "Requires scanning both the package and individual items for reception. (even" " if there are 30 items in a package). Can enable the :ref:`Move Entire " "Packages ` feature to update " "the package's contained items' locations, when moving the package" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:71 msgid "" "Scanning a packaging barcode automatically records all included units. (e.g." " 1 pack = 12 units)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:73 msgid "Product lookup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:75 msgid "" "Scanning a product's barcode identifies its typical storage location in the " "Odoo database" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:76 msgid "Barcode identifies grouped quantity, not storage location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:77 msgid "Unique barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:79 msgid "Unique barcodes for individual packages (e.g. Pallet #12)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:80 msgid "Barcodes set at the packaging type level (e.g. for a pack of 6)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:81 msgid "Reusability" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:82 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:87 msgid "Not applicable" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:83 msgid "" "Can be disposable or reusable, configured via the :ref:`Package Use " "` field" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:85 msgid "Disposable only" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:86 msgid "Container weight" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:88 msgid "" "Weight of the container itself is included in the *Shipping Weight* field of" " a package (:menuselection:`Inventory app --> Products --> Packages`)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:90 msgid "Weight of the container is defined in the *Package Type* settings" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:91 msgid "Lot/serial number tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:92 msgid "" "Requires manual adjustments to track |UoMs| via lots (See :ref:`use case " "` for details)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:94 msgid "Applies only to contained products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:95 msgid "Applies to both contained products and the container" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:96 msgid "Custom routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:97 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:98 msgid "Cannot be set" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:99 msgid "" "Routes can define specific warehouse paths for a particular packaging type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:102 msgid "Use cases" msgstr "Przykłady użycia" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:104 msgid "" "After comparing the various features, consider how these businesses, with " "various inventory management and logistics workflows, came to their " "decision." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:108 msgid "Pallets of items using packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:110 msgid "" "A warehouse receives shipments of soap organized on physical pallets, each " "containing 96 bars. These pallets are used for internal transfers and are " "also sold as standalone units. For logistical purposes, the pallet's weight " "must be included in the total shipping weight for certain deliveries. " "Additionally, the pallet requires a barcode to facilitate tracking, and the " "number of individual bars of soap must be included in the stock count when " "the pallet is received." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:116 msgid "" "After evaluating various options, *product packaging* was the most suitable " "solution. Packaging enables assigning a barcode to a pallet, identifying it " "as a \"pallet type\" containing 96 soap bars. This barcode streamlines " "operations by automatically registering the grouped quantity. Key " "distinctions include:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:121 msgid "" "**Warehouse tracking limitations**: Odoo tracks only the total quantity, not" " the number of packagings. For instance, if a pallet with 12 and 24 " "quantities is received, Odoo records 36 quantities, not the pallet details." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:124 msgid "" "**Packaging barcodes are type-specific, not unique**: Barcodes represent " "packaging types (e.g., \"pallet of 96 soap bars\") but do not uniquely " "identify individual pallets, such as Pallet #1 or Pallet #2." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:129 msgid "Capture product information using barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:131 msgid "" "An Odoo user expects the **Barcode** app to display the typical storage " "location of a product by scanning a barcode for a container." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:134 msgid "" "*Packages* was the most suitable. When the :ref:`appropriate setting is " "enabled `, scanning a package " "barcode displays its contents in the **Barcode** app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:138 msgid "" "Packages represent physical containers, enabling detailed tracking of the " "items they hold. Scanning a package provides visibility into its contents " "and facilitates operations, like inventory moves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:145 msgid "Track different units of measure in storage" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:147 msgid "A fruit juice distributor tracks multiple |UoMs| for their operations:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:149 msgid "Fruits are purchased in tons." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:150 msgid "Juice is produced and stored in kilograms." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:151 msgid "Small samples are stored in grams for recipe testing." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:153 msgid "" "*Unit of Measure* was most suitable. Odoo automatically converts tons to " "kilograms during receipts. However, since Odoo tracks only one |UoM| per " "product in the database, the company uses lot numbers to differentiate " "|UoMs|:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:157 msgid "LOT1: Grams (g)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:158 msgid "LOT2: Kilograms (kg)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:160 msgid "" "Manual inventory adjustments are required to convert between lots, such as " "subtracting 1 kg from LOT2 to add 1,000 g to LOT1. While functional, this " "workaround can be time-consuming and prone to errors." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:7 msgid "" "A *package* is a physical container holding one or more products. Packages " "can also be used to store items in bulk." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:10 msgid "Packages are commonly used for the following purposes:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:12 msgid "" ":ref:`Grouping products to move them in bulk " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:13 msgid "" ":ref:`Shipping to customers `: " "configure package types to align with shipping carriers' size and weight " "requirements, streamlining the packing process, and ensuring compliance with" " carrier shipping specifications." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:16 msgid "Storing items in bulk." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:18 msgid "" "*Package use* is a field on the package form in Odoo that is only visible by" " enabling the *Batch Transfers* and *Packages* features " "(:menuselection:`Inventory app --> Configuration --> Settings`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:21 msgid "" "By default, the *Package Use* field on a packages form is set to *Disposable" " Box*. Change this field to *Reusable Box* **only** when configuring " "packages for :ref:`cluster pickings `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:25 msgid "" "*Package type* is an optional feature used for :doc:`calculating shipping " "cost <../../shipping_receiving/setup_configuration>`, based on real shipping" " weight. Create package types to include the weight of the package itself " "(e.g. boxes, pallets, other shipping containers) in shipping cost " "calculations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:31 msgid "" "While packages are commonly used in the :doc:`three-step delivery route " "<../../shipping_receiving/daily_operations/delivery_three_steps>`, they can " "be used in any workflow involving storable products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:40 msgid "" "To use packages, first go to :menuselection:`Inventory app --> Configuration" " --> Settings`. Under the :guilabel:`Operations` heading, activate the " ":guilabel:`Packages` feature. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "" "Activate the *Packages* setting in Inventory > Configuration > Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:50 msgid "" "When moving packages internally, the *Move Entire Packages* feature can be " "enabled on an operation type to update a package's contained item's location" " upon updating the package's location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:53 msgid "" "To do that, go to :menuselection:`Inventory app --> Configuration --> " "Operations Types` and select the desired operation this feature will apply " "to (may have to set it for multiple)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:56 msgid "" "On the operation type page, in the :guilabel:`Packages` section, tick the " ":guilabel:`Move Entire Packages` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:62 msgid "Pack items" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:64 msgid "Products can be added to packages in any transfer by:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:66 msgid "" "Clicking each :ref:`Detailed Operations " "` icon on the product " "line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:68 msgid "" "Using the :ref:`Put in Pack ` " "button to place everything in the transfer into a package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:74 msgid "Detailed operations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:76 msgid "" "On any warehouse transfer (e.g. receipt, delivery order), add a product to a" " package by clicking the :guilabel:`⦙≣ (bulleted list)` icon in the " ":guilabel:`Operations` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "Show \"Detailed Operations\" icon in the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:83 msgid "" "Doing so opens the :guilabel:`Detailed Operations` pop-up window for the " ":guilabel:`Product`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:85 msgid "" "To put the :guilabel:`Product` in a package, click :guilabel:`Add a line`, " "and assign the product to a :guilabel:`Destination Package`. Select an " "existing package, or create a new one by typing the name of the new package," " then select :guilabel:`Create...`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:93 msgid "Assign a package to \"Destination Package\" field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:93 msgid "Twelve units of `Acoustic Bloc Screen` are placed in `PACK0000001`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:95 msgid "" "Then, specify the quantity of items to go into the package in the " ":guilabel:`Done` column. Repeat the above steps to place the " ":guilabel:`Product` in different packages. Once finished, click " ":guilabel:`Confirm` to close the window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:100 msgid "" ":doc:`Ship one order in multiple packages " "<../../shipping_receiving/setup_configuration/multipack>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:106 msgid "Put in pack" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:108 msgid "" "Alternatively, click the :guilabel:`Put in Pack` button on **any** warehouse" " transfer to create a new package, and place all the items in the transfer " "in that newly-created package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:112 msgid "" "The :guilabel:`Put in Pack` button appears on receipts, delivery orders, and" " other transfer forms with the *Packages* feature enabled in " ":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:120 msgid "Image of the \"Put in Pack\" button being clicked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:120 msgid "" "In batch transfer `BATCH/00003`, the :guilabel:`Put in Pack` button was " "clicked to create a new package, `PACK0000002`, and assign all items to it " "in the :guilabel:`Destination Package` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:128 msgid "" "Create package types by navigating to :menuselection:`Inventory app --> " "Configuration --> Package Types`, in order to set custom dimensions and " "weight limits. This feature is mainly used to calculate package weights for " "shipping costs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:133 msgid "" ":doc:`Shipping carriers " "<../../shipping_receiving/setup_configuration/third_party_shipper>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:134 msgid ":doc:`../../shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:136 msgid "" "On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a " "blank package type form. The fields of the form are as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:139 msgid ":guilabel:`Package Type` (required): define the package type's name." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:140 msgid "" ":guilabel:`Size`: define the dimensions of the package in millimeters (mm). " "The fields, from left to right, define the :guilabel:`Length`, " ":guilabel:`Width`, and :guilabel:`Height`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:142 msgid "" ":guilabel:`Weight`: weight of an empty package (e.g. an empty box, pallet)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:145 msgid "" "Odoo calculates the package's weight by adding the weight of the empty " "package plus the weight of the item(s), which can be found in the " ":guilabel:`Weight` field, in the :guilabel:`Inventory` tab, of each product " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:149 msgid "" ":guilabel:`Max Weight`: maximum shipping weight allowed in the package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:150 msgid "" ":guilabel:`Barcode`: define a barcode to identify the package type from a " "scan." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:151 msgid "" ":guilabel:`Company`: specify a company to make the package type available " "**only** at the selected company. Leave the field blank if it is available " "at all companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:153 msgid "" ":guilabel:`Carrier`: specify the intended shipping carrier for this package " "type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:154 msgid "" ":guilabel:`Carrier Code`: define a code that is linked to the package type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "Package type for FedEx's 25 kilogram box." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:163 msgid "Cluster packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:165 msgid "" "To use *cluster packages*, first navigate to :menuselection:`Inventory app " "--> Configuration --> Settings`, and activate the :guilabel:`Batch " "Transfers` feature, located in the :guilabel:`Operations` section. Doing so " "makes the *Package Use* field become visible on a package form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "" "Activate the *Batch Transfers* feature in Inventory > Configuration > " "Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:174 msgid "" "Add new packages by going to :menuselection:`Inventory app --> Products --> " "Packages`. Then, click :guilabel:`New`, or select an existing package. Doing" " so opens the package form, which contains the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:178 msgid ":guilabel:`Package Reference` (required): name of the package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:179 msgid "" ":guilabel:`Package Type`: used for :ref:`configuring shipping boxes to ship " "to the customer `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:183 msgid "" ":guilabel:`Package Type` is unnecessary for configuring packages for cluster" " pickings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:185 msgid "" ":guilabel:`Shipping Weight`: used to input the weight of the package after " "measuring it on a scale." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:187 msgid "" ":guilabel:`Company`: specify a company to make the package available " "**only** at the selected company. Leave the field blank if the package is " "available at all companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:189 msgid ":guilabel:`Location`: current location of the package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:190 msgid ":guilabel:`Pack Date`: the date the package was created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:191 msgid "" ":guilabel:`Package Use`: choose :guilabel:`Reusable` for packages used for " "moving products within the warehouse; :guilabel:`Disposable` for packages " "used to ship products to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "Display package form to create a cluster pack." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:199 msgid "" ":doc:`Using cluster packages " "<../../shipping_receiving/picking_methods/cluster>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:5 msgid "" "In Odoo *Inventory*, *packaging* refers to disposable containers holding " "multiple units of a specific product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:8 msgid "" "For example, different packages for cans of soda, such as a 6-pack, a " "12-pack, or a case of 36, **must** be configured on the individual product " "form. This is because packagings are product specific, not generic." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:13 msgid "" "Packaging can be used in conjunction with Odoo :ref:`Barcode " "`. When receiving products from suppliers, " "scanning the packaging barcode automatically adds the number of units in the" " packaging to the internal count of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:20 msgid "" "To use packagings, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`. Then, under the :guilabel:`Products` heading, " "enable the :guilabel:`Product Packagings` feature, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst-1 msgid "Enable packagings by selecting \"Product Packagings\"." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:31 msgid "Create packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:33 msgid "" "Packagings can be created directly on the product form, or from the " ":guilabel:`Product Packagings` page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:37 msgid "From product form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:39 msgid "" "Create packagings on a product form by going to :menuselection:`Inventory " "app --> Products --> Products`, and select the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:42 msgid "" "Under the :guilabel:`Inventory` tab, scroll down to the " ":guilabel:`Packaging` section, and click :guilabel:`Add a line`. In the " "table, fill out the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:45 msgid "" ":guilabel:`Packaging` (required): name of packaging that appears on " "sales/purchase orders as a packaging option for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:47 msgid "" ":guilabel:`Contained quantity` (required): amount of product in the " "packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:48 msgid "" ":guilabel:`Unit of Measure` (required): measurement unit for quantifying the" " product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:49 msgid "" ":guilabel:`Sales`: check this option for packagings intended for use on " "sales orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:50 msgid "" ":guilabel:`Purchase`: check this option for packagings intended for use on " "purchase orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:53 msgid "" "Access additional fields in the :guilabel:`Packaging` table below by " "clicking the :guilabel:`(sliders)` icon to the far-right of the column " "titles in the :guilabel:`Packaging` section, and selecting the desired " "options from the drop-down menu that appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:0 msgid "Show the additional options menu's icon: sliders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:61 msgid "" ":guilabel:`Barcode`: identifier for tracing packaging in stock moves or " "pickings, using the :ref:`Barcode app `. Leave " "blank if not in use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:63 msgid "" ":guilabel:`Company`: indicates the packaging is only available at the " "selected company. Leave blank to make the packaging available across all " "companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:67 msgid "" "To create a packaging type for six units of the product, `Grape Soda`, begin" " by clicking :guilabel:`Add a line`. In the line, name the " ":guilabel:`Packaging` `6-pack`, and set the :guilabel:`Contained quantity` " "to `6`. Repeat this process for additional packagings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:0 msgid "Create 6-pack case for product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:76 msgid "From product packagings page" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:78 msgid "" "To view all packagings that have been created, go to " ":menuselection:`Inventory app --> Configuration --> Product Packagings`. " "Doing so reveals the :guilabel:`Product Packagings` page with a complete " "list of all packagings that have been created for all products. Create new " "packagings by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:84 msgid "" "Two soda products, `Grape Soda` and `Diet Coke`, have three types of " "packagings configured. On the :guilabel:`Product Packagings` page, each " "product can be sold as a `6-Pack` that contains 6 products, as a `12-Pack` " "of 12 products, or as a `Case` of 32 products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:0 msgid "List of different packagings for products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:93 msgid "Partial reservation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:95 msgid "" "After :ref:`completing the packaging setup " "`, packagings can be reserved " "in full or partial quantities for outgoing shipments. Partial packaging " "flexibility expedites order fulfillment by allowing the immediate shipment " "of available items, while awaiting the rest." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:100 msgid "" "To configure packaging reservation methods, go to :menuselection:`Inventory " "app --> Configuration --> Product Categories`. Then, click :guilabel:`New`, " "or select the desired product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:103 msgid "" "On the product category's form, in the :guilabel:`Logistics` section, " ":guilabel:`Reserve Packagings` can be set to :guilabel:`Reserve Only Full " "Packagings` or :guilabel:`Reserve Partial Packagings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:107 msgid "" "To see the :guilabel:`Reserve Packaging` field, the :guilabel:`Product " "Packaging` feature **must** be enabled. To enable this feature, go to " ":menuselection:`Inventory app --> Configuration --> Settings`, scroll to the" " :guilabel:`Products` section, tick the :guilabel:`Product Packagings` " "checkbox, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst-1 msgid "Show Reserve Packagings field on the product categories page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:117 msgid "" "To better evaluate the options based on business needs, consider the " "following example:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:119 msgid "a product is sold in twelve units per packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:120 msgid "an order demands two packagings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:121 msgid "there are only twenty-two units in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:123 msgid "" "When :guilabel:`Reserve Only Full Packagings` is selected, only twelve units" " are reserved for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:126 msgid "" "Conversely, when :guilabel:`Reserve Partial Packagings` is selected, twenty-" "two units are reserved for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:130 msgid "Apply packagings" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:132 msgid "" "When creating a sales order in the :menuselection:`Sales` app, specify the " "packagings that should be used for the product. The chosen packaging is " "displayed on the :abbr:`SO (Sales Order)` under the :guilabel:`Packaging` " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:137 msgid "" "18 cans of the product, `Grape Soda`, is packed using three 6-pack " "packagings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:0 msgid "Assign packagings on the Sales Order Line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:3 msgid "Units of measure" msgstr "Jednostki Miary" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:11 msgid "" "In some cases, handling products in different units of measure is necessary." " For example, a business can buy products from a country that uses the " "metric system, and then sell those products in a country that uses the " "imperial system. In that case, the business needs to convert the units." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:15 msgid "" "Another case for unit conversion is when a business buys products in a big " "pack from a supplier, and then sells those products in individual units." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:18 msgid "" "Odoo can be set up to use different *units of measure (UoM)* for one " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:23 msgid "" "To use different units of measure in Odoo, first go to " ":menuselection:`Inventory app --> Configuration --> Settings`, and under the" " :guilabel:`Products` section, activate the :guilabel:`Units of Measure` " "setting. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst-1 msgid "Enable Units of Measure in the Inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:32 msgid "Units of measure categories" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:34 msgid "" "After enabling the *Units of Measure* setting, view the default units of " "measure categories in :menuselection:`Inventory app --> Configuration --> " "UoM Categories`. The category is important for unit conversion; Odoo can " "convert a product's units from one unit to another **only** if both units " "belong to the same category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst-1 msgid "Set units of measure categories." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:43 msgid "" "Each units of measure category has a reference unit. The reference unit is " "highlighted in blue in the :guilabel:`Uom` column of the :guilabel:`Units of" " Measure Categories` page. Odoo uses the reference unit as a base for any " "new units." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:47 msgid "" "To create a new unit, first select the correct category from the " ":guilabel:`Units of Measure Categories` page. For example, to sell a product" " in a box of six units, click the :guilabel:`Unit` category line. Then, on " "the category page that appears, click :guilabel:`Add a line` in the " ":guilabel:`Units of Measure` tab. Then, in the :guilabel:`Unit of Measure` " "field, title the new unit, such as `Box of 6`, then in the :guilabel:`Type` " "field, select the appropriate size reference, such as :guilabel:`Bigger than" " the reference Unit of Measure`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:54 msgid "" "If applicable, enter a :guilabel:`UNSPSC Category`, which is a globally " "recognized `code managed by GS1 `_, that **must** " "be purchased in order to use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:57 msgid "" "In the :guilabel:`Ratio` field, enter how many individual units are in the " "new |UOM|, such as `6.00000` when using the example of the `6-Pack` (since a" " box of six is six times *bigger* than the reference unit, `1.00000`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst-1 msgid "" "Convert products from one unit to another as long as they belong to the same" " category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:66 msgid "Specify a product's units of measure" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:68 msgid "" "To set units of measure on a product, first go to :menuselection:`Inventory " "app --> Products --> Products` and select a product to open its product form" " page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:71 msgid "" "In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of " "Measure` field to specify the unit of measure that the product is sold in. " "The specified unit is also the unit used to keep track of the product's " "inventory and internal transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:75 msgid "" "Edit the :guilabel:`Purchase UoM` field to specify the unit of measure that " "the product is purchased in." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:81 msgid "Unit conversion" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:83 msgid "" "Odoo automatically converts unit measurements when products have different " ":abbr:`UoMs (Units of Measure)` and purchase :abbr:`UoMs (Units of " "Measure)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:86 msgid "This occurs in various scenarios, including:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:88 msgid "" ":ref:`Vendor orders `: purchase " "|UOM| on purchase orders (POs) converts to |UOM| on internal warehouse " "documents" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:90 msgid "" ":ref:`Automatic replenishment `: " "generates |POs| when the stock levels of a product (tracked in |UOM|) dips " "below a certain level. But, the |POs| are created using the purchase |UOM|" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:93 msgid "" ":ref:`Sell products `: if a " "different |UOM| is used on the sales order (SO), the quantity is converted " "to the warehouse's preferred |UOM| on the delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:100 msgid "Buy products in the purchase UoM" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:102 msgid "" "When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo " "automatically uses the product's specified purchase unit of measure. If " "needed, manually edit the :guilabel:`UoM` value on the |RFQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:106 msgid "" "After the |RFQ| is confirmed into a |PO|, click the :guilabel:`Receipt` " "smart button at the top of the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:109 msgid "" "Odoo automatically converts the purchase unit of measure into the product's " "sales/inventory unit of measure, so the :guilabel:`Demand` column of the " "delivery receipt shows the converted quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:113 msgid "" "When the product's purchase :guilabel:`UoM` is `Box of 6`, and its " "sales/inventory unit of measure is `Units`, the |PO| shows the quantity in " "boxes of six, and the receipt (and other internal warehouse documents) shows" " the quantity in units." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:0 msgid "Image of a purchase order that is using the purchase unit of measure." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:121 msgid "" "An order of three quantities is placed using the purchase \"UoM\": `Box of " "6`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:0 msgid "Image of receipt displaying the unit of measure." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:127 msgid "" "Upon warehouse receipt, the recorded quantities are in the internal \"Unit " "of Measure\": `Units`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:133 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:6 msgid "Replenishment" msgstr "Uzupełnianie zapasów" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:135 msgid "" "A request for quotation for a product can also be generated directly from " "the product form using the :guilabel:`Replenish` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:138 msgid "" "After clicking :guilabel:`Replenish`, a replenish assistant box pops up. The" " purchase unit of measure can be manually edited in the :guilabel:`Quantity`" " field, if needed. Then, click :guilabel:`Confirm` to create the |RFQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:143 msgid "" "A |PO| can **only** be automatically generated if at least **one** vendor is" " listed in the product form's :guilabel:`Purchase` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst-1 msgid "Click Replenish button to manually replenish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:150 msgid "" "Navigate to the created |PO| by clicking the :guilabel:`Forecasted` smart " "button on the product form. Scroll down to the :guilabel:`Forecasted " "Inventory` section, and in the :guilabel:`Requests for quotation` line, " "click the |RFQ| reference number to open the draft |RFQ|. If necessary, the " "purchase |UOM| can be edited directly on the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:158 msgid "Sell in a different UoM" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:160 msgid "" "When creating a new quotation in the *Sales* app, Odoo automatically uses " "the product's specified unit of measure. If needed, the :guilabel:`UoM` can " "be manually edited on the quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:163 msgid "" "After the quotation is sent to the customer, and confirmed into a sales " "order (SO), click the :guilabel:`Delivery` smart button at the top of the " "|SO|. Odoo automatically converts the unit of measure into the product's " "inventory unit of measure, so the :guilabel:`Demand` column of the delivery " "shows the converted quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:168 msgid "" "For example, if the product's |UOM| on the |SO| was changed to `Box of 6`, " "but its inventory unit of measure is `Units`, the |SO| shows the quantity in" " boxes of six, and the delivery shows the quantity in units." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation.rst:5 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:280 msgid "Inventory valuation" msgstr "Wycena zapasów" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:3 msgid "Integrating additional costs to products (landed costs)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " "gives the option to set a :guilabel:`Default Journal` in which the landed " "costs accounting entries will be recorded." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst-1 msgid "Activate the landed cost feature in Inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " "Odoo. If the vendor bill includes landed costs, such as custom duties, tick " "the box in the :guilabel:`Landed Costs` column on the vendor bill invoice " "line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst-1 msgid "Enable Landed Costs option on vendor bill line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " "bill as an invoice line instead of manually entering the landed cost " "information every time a vendor bill comes in." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " ":guilabel:`Product Type` to :guilabel:`Service`. A landed cost product must " "always be a service product type. After that, go to the :guilabel:`Purchase`" " tab and check the box next to :guilabel:`Is a Landed Cost`. Finally, click " ":guilabel:`Save` to finish creating the landed cost product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst-1 msgid "Option to define a product as a landed cost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " "product to the bill), click the :guilabel:`Create Landed Costs` button at " "the top of the bill. Odoo automatically creates a landed cost record with " "the set landed cost pre-filled in the :guilabel:`Additional Costs` product " "lines. From here, decide which picking the additional costs apply to by " "clicking :guilabel:`Edit` and selecting the picking reference number from " "the :guilabel:`Transfers` drop-down menu. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst-1 msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " "impact of the landed costs. Finally, click :guilabel:`Validate` to post the " "landed cost entry to the accounting journal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " "Costing)` method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst-1 msgid "Landed cost journal entry" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " "necessary to create a landed cost record from the vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:3 msgid "Inventory valuation configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:7 msgid "" "All of a company's stock on-hand contributes to the valuation of its " "inventory. That value should be reflected in the company's accounting " "records to accurately show the value of the company and all of its assets." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:11 msgid "" "By default, Odoo uses a periodic inventory valuation (also known as manual " "inventory valuation). This method implies that the accounting team posts " "journal entries based on the physical inventory of the company, and that " "warehouse employees take the time to count the stock. In Odoo, this method " "is reflected inside each product category, where the :guilabel:`Costing " "Method` field will be set to `Standard Price` by default, and the " ":guilabel:`Inventory Valuation` field will be set to `Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "" "The Inventory Valuation fields are located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:21 msgid "" "Alternatively, automated inventory valuation is an integrated valuation " "method that updates the inventory value in real-time by creating journal " "entries whenever there are stock moves initiated between locations in a " "company's inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:26 msgid "" "Automated inventory valuation is a method recommended for expert " "accountants, given the extra steps involved in journal entry configuration. " "Even after the initial setup, the method will need to be periodically " "checked to ensure accuracy, and adjustments may be needed on an ongoing " "basis depending on the needs and priorities of the business." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:34 msgid "Types of accounting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:36 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:39 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting app --> Configuration --> " "Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:42 msgid "" "Then, in the search bar, look for :guilabel:`Anglo-Saxon Accounting`, to see" " if the feature is enabled. If it is **not** enabled, Continental accounting" " mode is in use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "Show the Anglo-Saxon accounting mode feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:49 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " "only recorded as an expense when a customer is invoiced for a product. So " "for **manual** valuation method, set the :guilabel:`Expense Account` to " "`Stock Valuation` for the current asset type; for **automatic** valuation " "method, set the the :guilabel:`Expense Account` to an *Expenses* or a *Cost " "of Revenue* type (e.g. `Cost of Production`, `Cost of Goods Sold`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:56 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Because of this, the :guilabel:`Expense " "Account` can be set to **either** *Expenses* or a *Cost of Revenue* type, " "however, it is more commonly set to an *Expenses* account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:61 msgid "" ":ref:`Details about configuring Expense and Stock accounts " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:67 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory app --> Configuration --> Product Categories`. In " "the :guilabel:`Inventory Valuation` section, select the desired " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:72 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "Show inventory valuation configuration options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:81 msgid "Costing method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:83 msgid "" "From the product category's configuration page, choose the desired " ":guilabel:`Costing Method`:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:88 msgid "Standard Price" msgstr "Cena ewidencyjna" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:90 msgid "" "The default costing method in Odoo. The cost of the product is manually " "defined on the product form, and this cost is used to compute the valuation." " Even if the purchase price on a purchase order differs, the valuation is " "the cost defined on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:98 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:139 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:210 msgid "Operation" msgstr "Operacja" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:99 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:140 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:211 msgid "Unit Cost" msgstr "Koszt jednostkowy" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:100 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:141 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:212 msgid "Qty On Hand" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:101 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:142 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:213 msgid "Incoming Value" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:102 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:143 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:214 msgid "Inventory Value" msgstr "Wartość Magazynu" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:109 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:114 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:119 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:124 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:150 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:221 msgid "$10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:105 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:146 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:217 msgid "0" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:107 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:145 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:148 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:216 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:219 msgid "$0" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:108 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:149 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:220 msgid "Receive 8 products for $10/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:110 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:151 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:222 msgid "8" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:111 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:152 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:223 msgid "8 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:112 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:153 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:224 msgid "$80" msgstr "80 USD" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:113 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:154 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:225 msgid "Receive 4 products for $16/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:115 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:156 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:227 msgid "12" msgstr "12" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:116 msgid "4 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:117 msgid "$120" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:159 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:230 msgid "Deliver 10 products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:120 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:161 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:232 msgid "2" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:121 msgid "-10 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:122 msgid "$20" msgstr "20 USD" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:123 msgid "Receive 2 products for $9/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:125 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:166 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:238 msgid "4" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:126 msgid "2 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:127 msgid "$40" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:129 msgid "Average Cost (AVCO)" msgstr "Średni koszt (AVCO)" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:131 msgid "" "Calculates the valuation of a product based on the average cost of that " "product, divided by the total number of available stock on-hand. With this " "costing method, inventory valuation is *dynamic*, and constantly adjusts " "based on the purchase price of products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:155 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:160 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:226 msgid "$12" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:157 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:228 msgid "4 * $16" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:158 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:229 msgid "$144" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:162 msgid "-10 * $12" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:163 msgid "$24" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:164 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:236 msgid "Receive 2 products for $6/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:165 msgid "$9" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:167 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:239 msgid "2 * $6" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:168 msgid "$36" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:170 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:242 msgid "How are unit cost and inventory value calculated at each step?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:172 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:244 msgid "When receiving four products for $16 each:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:174 msgid "" "Inventory value is calculated by adding the previous inventory value with " "the incoming value: :math:`$80 + (4 * $16) = $144`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:176 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:248 msgid "" "Unit cost is calculated by dividing the inventory value by the quantity on-" "hand: :math:`$144 / 12 = $12`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:179 msgid "" "When delivering ten products, the average unit cost is used to calculate the" " inventory value, regardless of the purchase price of the product. " "Therefore, inventory value is :math:`$144 + (-10 * $12) = $24`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:183 msgid "Receive two products for $6 each:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:185 msgid "Inventory value: :math:`$24 + (2 * $6) = $36`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:186 msgid "Unit cost: :math:`$36 / 4 = $9`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:189 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the *Cost* field for products in " "the respective product category creates a new record in the *Inventory " "Valuation* report to adjust the value of the product. The *Cost* amount is " "then automatically updated, based on the average purchase price of both the " "inventory on-hand and the costs accumulated from validated purchase orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:196 msgid "First In First Out (FIFO)" msgstr "Pierwsze weszło, pierwsze wyszło (FIFO)" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:198 msgid "" "Tracks the costs of incoming and outgoing items in real-time, and uses the " "real price of the products to change the valuation. The oldest purchase " "price is used as the cost for the next good sold, until an entire lot of " "that product is sold. When the next inventory lot moves up in the queue, an " "updated product cost is used based on the valuation of that specific lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:203 msgid "" "This method is arguably the most accurate inventory valuation method for a " "variety of reasons, but it is highly sensitive to input data and human " "error." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:231 msgid "$16" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "-8 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "-2 * $16" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:235 msgid "$32" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:237 msgid "$11" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:240 msgid "$44" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:246 msgid "" "Inventory value is calculated by adding the previous inventory value to the " "incoming value: :math:`$80 + (4 * $16) = $144`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:251 msgid "" "When delivering ten products, eight units were purchased for $10, and two " "units were purchased for $16." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:254 msgid "" "First, the incoming value is calculated by multiplying the on-hand quantity " "by the purchased price: :math:`(-8 * $10) + (-2 * $16) = -112`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:256 msgid "" "The inventory value is calculated by subtracting the incoming value from the" " previous inventory value: :math:`$144 - $112 = $32`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:258 msgid "" "Unit cost is calculated by dividing the inventory value by the remaining " "quantity: :math:`$32 / 2 = $16`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:261 msgid "" "When receiving two products for $6, inventory value is :math:`$32 + $12 = " "$44`. Unit cost is :math:`$44 / 4 = $11`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:265 msgid "" "Changing the costing method greatly impacts inventory valuation. It is " "highly recommended to consult an accountant first before making any " "adjustments here." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:269 msgid ":doc:`using_inventory_valuation`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:271 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " "value; rather, the existing units keep their value, and any product moves " "from then on affect the average cost, and the cost of the product will " "change. If the value in the :guilabel:`Cost` field on a product form is " "changed manually, Odoo will generate a corresponding record in the " "*Inventory Valuation* report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:282 msgid "" "Inventory valuation in Odoo can be set to be updated manually or " "automatically. While *Expense* accounts apply to both, the *Stock Input* and" " *Stock Output* accounts are only used for automated valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:286 msgid "" "Refer to the :ref:`Expense ` and " ":ref:`Stock input/output ` sections for " "details on configuring each account type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:292 msgid "Expense account" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:294 msgid "" "To configure the *expense account*, go to the :guilabel:`Account Properties`" " section of the intended product category (:menuselection:`Inventory app -->" " Configuration --> Product Categories`). Then, choose an existing account " "from the :guilabel:`Expense Account` drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:298 msgid "" "To ensure the chosen account is the correct :guilabel:`Type,` click the " "|right arrow| icon to the right of the account. Then, set the account type " "based on the information below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:303 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:371 msgid "Anglo-Saxon" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:307 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:334 msgid "Automated" msgstr "Automatyczne" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:309 msgid "" "In Anglo-Saxon accounting for automated inventory valuation, set the " ":guilabel:`Expense Account` to the `Expenses` account. Then, click the " "|right arrow| icon to the right of the account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:313 msgid "" "In the pop-up window, choose :guilabel:`Expenses` or :guilabel:`Cost of " "Revenue` from the :guilabel:`Type` drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "Show **Expense Account** field, and external link icon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:320 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:339 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:206 msgid "Manual" msgstr "Manualna" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:322 msgid "" "To configure the :guilabel:`Expense Account`, choose :guilabel:`Stock " "Valuation` from the field's drop-down menu. Verify the account's type by " "clicking the |right arrow| icon, and then ensure the :guilabel:`Type` is " ":guilabel:`Current Assets`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "Show the **Expense Account** field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:330 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:389 msgid "Continental" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:336 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:341 msgid "" "Set the :guilabel:`Expense Account` to the :guilabel:`Expenses` or " ":guilabel:`Cost of Revenue` account type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:347 msgid "Stock input/output (automated only)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:349 msgid "" "To configure the :guilabel:`Stock Input Account` and :guilabel:`Stock Output" " Account`, go to :menuselection:`Inventory app --> Configuration --> Product" " Categories` and select the desired product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:353 msgid "" "In the :guilabel:`Inventory Valuation` field, select :guilabel:`Automated`. " "Doing so makes the :guilabel:`Account Stock Properties` section appear. " "These accounts are defined as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:356 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:358 msgid "" ":guilabel:`Stock Journal`: accounting journal where entries are " "automatically posted when a product's inventory valuation changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:360 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " "valuation account set on the source location. This is the default value for " "all products in a given category, and can also be set directly on each " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:364 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " "valuation account set on the destination location. This is the default value" " for all products in a given category, and can also be set directly on each " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:373 msgid "" "In Anglo-Saxon accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to *different* :guilabel:`Current " "Assets` accounts. This way, delivering products and invoicing the customer " "balance the *Stock Output* account, while receiving products and billing " "vendors balance the *Stock Input* account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:378 msgid "" "To modify the account type, go to the click the |right arrow| icon to the " "right of the stock input/output account. In the pop-up window, choose " ":guilabel:`Current Assets` from the :guilabel:`Type` drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "Display account setup page, highlighting the **Type** field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:386 msgid "" "The *Stock Input* account is set to `Stock Interim (Received)`, a *Current " "Asset* account type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:391 msgid "" "In Continental accounting, the :guilabel:`Stock Input Account` and " ":guilabel:`Stock Output Account` are set to **the same** :guilabel:`Current " "Assets` account. That way, one account can be balanced when items are bought" " and sold." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:396 msgid "" "The stock input and output accounts are both set to `Stock Interim " "(Received)`, a :guilabel:`Current Assets` account type. They can also be set" " to the `Stock Interim (Delivered)`, as long as the input and output " "accounts are assigned to the **same** account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:0 msgid "Show the Stock Input and Output accounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:406 msgid "Inventory valuation reporting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:408 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " ":guilabel:`Today`, and adjust the filtering :guilabel:`Options` to " ":guilabel:`Unfold All` in order to see all of the latest data displayed, all" " at once." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:414 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:416 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:420 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " "to see an itemized view of all of the journal entries, or by selecting " ":guilabel:`Journal Items` to review all of the individualized journal " "entries that were submitted to the account. As well, annotations to the " ":guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, " "filling in the text box, and clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "See the full inventory valuation breakdown in Odoo Accounting app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:3 msgid "Using inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:15 msgid "Automatic inventory valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:17 msgid "" "To use Odoo to automatically generate a trail of inventory valuation " "entries, first navigate to the :menuselection:`Product Categories` list by " "going to :menuselection:`Inventory app --> Configuration --> Product " "Categories` and select the desired product category. On the form, set the " ":guilabel:`Inventory Valuation` as :guilabel:`Automated` and the " ":guilabel:`Costing Method` to any of the three options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:24 msgid ":doc:`Set up inventory valuation `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:26 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:30 msgid "Receive a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:32 msgid "" "To track the value of incoming products, such as a simple *table*, configure" " the product category on the the product itself. To get there, navigate to " ":menuselection:`Inventory app --> Products --> Products` and click the " "desired product. On the product form, click the :guilabel:`➡️ (right arrow)`" " icon beside the :guilabel:`Product Category` field, which opens an internal" " link to edit the product category. Next, set the :guilabel:`Costing Method`" " as :guilabel:`First In First Out (FIFO)` and :guilabel:`Inventory " "Valuation` as :guilabel:`Automated`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:40 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "navigating to :menuselection:`Inventory app --> Configuration --> Product " "Categories` and select the desired product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:44 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " "purchase as $100, plus any additional costs or taxes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "Purchase order with 10 tables products valued at $10.00 each." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:51 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, the" " :guilabel:`Valuation` smart button is enabled. Clicking on this button " "displays a report showing how the inventory valuation for the table was " "affected by this purchase." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:56 msgid "" ":ref:`Developer mode ` **must** be turned on to see the " ":guilabel:`Valuation` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:60 msgid "" "The :doc:`consignment " "<../../shipping_receiving/daily_operations/owned_stock>` feature allows " "ownership to items in stock. Thus, products owned by other companies are not" " accounted for in the host company's inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "See Valuation smart button on a receipt, with Developer mode enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:68 msgid "" "For a comprehensive dashboard that includes the inventory valuation of all " "product shipments, inventory adjustments, and warehouse operations, refer to" " the :ref:`stock valuation report `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:73 msgid "Deliver a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:75 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " "button on the :abbr:`DO (Delivery Order)`, likewise, displays the stock " "valuation record as it does on a :abbr:`PO (Purchase Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "Decreased stock valuation after a product is shipped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:86 msgid "Inventory valuation report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:88 msgid "" "To view the current value of all products in the warehouse, first turn on " ":ref:`Developer mode ` and navigate to " ":menuselection:`Inventory app --> Reporting --> Valuation`. The " ":guilabel:`Stock Valuation` dashboard displays detailed records of products " "with the :guilabel:`Date`, :guilabel:`Quantity`, :guilabel:`Unit Value`, and" " :guilabel:`Total Value` of the inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:95 msgid "" ":ref:`Developer mode ` **must** be enabled to see the " ":guilabel:`Valuation` option under :guilabel:`Reporting`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "Inventory valuation report showing multiple products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:102 msgid "" "The :guilabel:`Valuation At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` page, reveals a pop-up window. In this pop-" "up, the inventory valuation of products available during a prior specified " "date can be seen and selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:107 msgid "" "View a detailed record of a product's inventory value, stock move, and on-" "hand stock by selecting the teal :guilabel:`➡️ (right arrow)` button to the " "right of the :guilabel:`Reference` column value." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:112 msgid "Update product unit price" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:114 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " "represent the stock value, *manual valuation* serves as an additional tool " "to update the unit price of products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:119 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " ":guilabel:`Costing Method` set as either :guilabel:`Average Cost (AVCO)` or " ":guilabel:`First In First Out (FIFO)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "Add manual valuation of stock value to a product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:127 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " "Valuation`. Next, to enable the *product revaluation* feature, select " ":menuselection:`Group by --> Product` to organize all the records by " "product. Click on the gray :guilabel:`▶️ (drop-down triangle)` icon to " "reveal stock valuation line items below, as well as a teal :guilabel:`➕ " "(plus)` button on the right." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:133 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form. Here, the inventory valuation for a product can be " "recalculated, by increasing or decreasing the unit price of each product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:138 msgid "" "The :guilabel:`▶️ (drop-down triangle)` and :guilabel:`➕ (plus)` buttons are" " only visible after grouping entries by product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst-1 msgid "" "Product revaluation form adding a value of $1.00 with the reason being " "inflation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:146 msgid "Inventory valuation journal entries" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:148 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " ":menuselection:`Accounting app --> Accounting --> Journal Entries` " "dashboard. On this comprehensive list of accounting entries, inventory " "valuation records are identified by checking values in the " ":guilabel:`Journal` column, or looking for the :guilabel:`Reference` column " "value which matches the warehouse operation reference (e.g. `WH/IN/00014` " "for receipts)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:154 msgid "" "Clicking on an inventory valuation journal entry opens a *double-entry " "accounting* record. These records are generated by Odoo to track the change " "of value in inventory valuation as products are moved in and out of the " "warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:159 msgid "" "To view the inventory valuation of 10 *tables*, costing $10.00 each, upon " "reception from the vendor, go to the :menuselection:`Journal Entries` page " "found in :menuselection:`Accounting app --> Accounting --> Journal Entries`." " Here, click the journal line where the :guilabel:`Reference` column value " "matches the reference on the receipt, `WH/IN/00014`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:0 msgid "Stock valuation page depicting the products within a shipment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:168 msgid "" "`Stock interim` is a holding account for money intended to pay vendors for " "the product. The `stock valuation` account stores the value of all on-hand " "stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:0 msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:176 msgid "" "`Odoo Tutorial: Inventory Valuation " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:6 msgid "Product tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:8 msgid "" "*Lots* and *serial numbers* are the two ways to identify and track products " "in Odoo. While there are similarities between the two traceability methods, " "there are also notable differences that affect receipts, deliveries, and " "inventory reports." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:12 msgid "" "A *lot* usually indicates a specific batch of an item that was received, is " "currently stored, or was shipped from a warehouse. However, it can also " "pertain to a batch of products manufactured in-house, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:16 msgid "" "A *serial number* is a unique identifier assigned incrementally (or " "sequentially) to an item or product, used to distinguish it from other items" " or products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:20 msgid ":doc:`product_tracking/lots`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:21 msgid ":doc:`product_tracking/serial_numbers`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:24 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:28 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:20 msgid "Enable lots & serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:26 msgid "" "To track products using lots and serial numbers, the *Lots & Serial Numbers*" " feature must be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:29 msgid "" "To do that, 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Enabled lots and serial numbers feature in inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:38 msgid "When to use lots" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:40 msgid "" "Lots are useful for products that are manufactured or received in large " "quantities, such as clothes or food. Lots and can be used to trace a product" " back to a group, which is especially useful when managing product recalls " "or expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:0 msgid "Created lot with quantity of products in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:49 msgid "" "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 identify a number of products in a single group, and allows for " "end-to-end traceability of these products through each step in their life " "cycles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:55 msgid "When to use serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:57 msgid "" "The goal of assigning serial numbers to individual products is to make sure " "every item's history is identifiable when it travels through the supply " "chain. This can be especially useful for manufacturers that provide after-" "sales services related to products they sell and deliver." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:0 msgid "List of serial numbers for product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:66 msgid "" "Serial numbers can contain many different types of characters: numbers, " "letters, typographical symbols, or a mixture of all three types." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:70 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:321 #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:114 msgid "Traceability" msgstr "Śledzenie" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:72 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire life cycle of a product. These reports include vital information, " "like where it came from (and when), where it was stored, and to whom it was " "sent." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:76 msgid "" "To see the full traceability of a product, or group products by lots and/or " "serial numbers, go to :menuselection:`Inventory app --> Products --> " "Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` " "dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:80 msgid "" "From here, products with lots or serial numbers assigned to them are listed " "by default. They can also be expanded to show what lots or serial numbers " "have been specifically assigned to them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:83 msgid "" "To group by lots or serial numbers, first remove any default filters from " "the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " "and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " "menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " "and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:88 msgid "" "Doing so reveals all existing lots and serial numbers, and each can be " "expanded to show all product quantities with that assigned number. For " "unique serial numbers that are *not* reused, there should *only* be one " "product per serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst-1 msgid "Reporting page with drop-down lists of lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:97 msgid "" "For additional information regarding an individual lot number or serial " "number, click the line item for the lot or serial number to reveal that " "specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From " "this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart" " buttons to see all stock on-hand using that serial number. Any operations " "made using that lot or serial number can be found here, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:3 msgid "Expiration dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:7 msgid "" "In Odoo, *expiration dates* can be used to manage and track the lifecycles " "of perishable products, from purchase to sale. Using expiration dates " "reduces product loss due to unexpected expiry, and helps to avoid sending " "expired products to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:11 msgid "" "In Odoo, only products that are tracked using *lots* and *serial numbers* " "can be assigned expiration information. Once a lot or serial number has been" " assigned, an expiration date can be set. This is especially helpful for " "companies (such as food manufacturers) that consistently, or exclusively, " "buy and sell perishable products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:17 msgid ":doc:`../product_tracking/lots`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:18 msgid ":doc:`../product_tracking/serial_numbers`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:21 msgid "Enable expiration dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:23 msgid "" "To enable the use of *expiration dates*, go to :menuselection:`Inventory app" " --> Configuration --> Settings`, and scroll down to the " ":guilabel:`Traceability` section. Then, click the checkbox to enable the " ":guilabel:`Lots & Serial Numbers` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:27 msgid "" "Once that feature is activated, a new option will appear to enable " ":guilabel:`Expiration Dates`. Click that checkbox to enable the feature, and" " be sure to :guilabel:`Save` changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Enabled lots and serial numbers and expiration dates settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:35 msgid "" "Once the :guilabel:`Lots & Serial Numbers` feature is activated, additional " "features appear to :guilabel:`Display Lots & Serial Numbers on Delivery " "Slips`; to :guilabel:`Display Lots & Serial Numbers on Invoices`; and to " ":guilabel:`Display Expiration Dates on Delivery Slips`. Activating these " "features helps with end-to-end traceability, making it easier to manage " "product recalls, identify \"bad\" batches of products, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:42 msgid "Configure expiration dates on products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:44 msgid "" "Once the :guilabel:`Lots & Serial Numbers` and :guilabel:`Expiration Dates` " "features have been enabled in the settings of the *Inventory* app, " "expiration information can be configured on individual products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:48 msgid "" "To do so, go to :menuselection:`Inventory app --> Products --> Products`, " "and select a product to edit. Selecting a product reveals the product form " "for that particular item. Once on the product form, click :guilabel:`Edit` " "in the upper-left corner to make changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:53 msgid "" "To be tracked using lots or serial numbers, or to configure expiration " "information, products *must* have their :guilabel:`Product Type` set as " ":guilabel:`Storable Product` under the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:57 msgid "" "Then, click the :guilabel:`Inventory` tab, and scroll down to the " ":guilabel:`Traceability` section. From here, make sure that either " ":guilabel:`By Unique Serial Number` or :guilabel:`By Lots` is checked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:61 msgid "" "Once it is, a new :guilabel:`Expiration Date` checkbox appears that must " "also be clicked. When both are enabled, a new :guilabel:`Dates` field " "appears to the right." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:65 msgid "" "If a product has stock on-hand prior to activating tracking by lots or " "serial numbers, an inventory adjustment might need to be performed in order " "to assign lot numbers to the existing stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:70 msgid "" "For processing large quantities of products on receipts or deliveries, it is" " recommended to track using lots, so multiple products can be traced back to" " the same lot, if any issues arise." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Expiration dates configuration on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:77 msgid "" "Under the :guilabel:`Dates` field, there are four categories of expiration " "information to configure for the product:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:80 msgid "" ":guilabel:`Expiration Time`: the number of days after receiving products " "(either from a vendor or in stock after production) in which goods may " "become dangerous and should not be used or consumed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:82 msgid "" ":guilabel:`Best Before Time`: the number of days before the expiration date " "in which the goods start deteriorating, **without** necessarily being " "dangerous yet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:84 msgid "" ":guilabel:`Removal Time`: the number of days before the expiration date in " "which the goods should be removed from stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:86 msgid "" ":guilabel:`Alert Time`: the number of days before the expiration date in " "which an alert should be raised on goods in a particular lot or containing a" " particular serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:90 msgid "" "The values entered into these fields automatically compute the expiration " "date for goods entered into stock, whether purchased from a vendor or " "manufactured in-house." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:93 msgid "" "Once all the expiration information has been configured, click " ":guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:96 msgid "" "If the :guilabel:`Dates` field is not populated with any values for " "expiration information, dates (and lots) can be manually assigned upon " "receipts and deliveries in and out of the warehouse. Even when assigned, " "they can still be overwritten and changed manually if needed, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:101 msgid "Set expiration dates on receipts with lots & serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:103 msgid "" "Generating expiration dates for **incoming** goods can be done directly from" " the purchase order. To create a purchase order, go to the " ":menuselection:`Purchase` app and click :guilabel:`Create` to create a new " "request for quotation (RFQ)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:107 msgid "" "Then, fill out the information by adding a :guilabel:`Vendor`, and add " "products to the :guilabel:`Product` lines by clicking :guilabel:`Add a " "product`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:110 msgid "" "Choose the desired quantity to order by changing the number in the " ":guilabel:`Quantity` column, and click :guilabel:`Confirm Order`. This " "converts the :abbr:`RFQ (request for quotation)` into a purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:114 msgid "" "Click the :guilabel:`Receipt` smart button at the top of the purchase order " "to be taken to the warehouse receipt form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:118 msgid "" "Clicking :guilabel:`Validate` before assigning a serial number to the " "ordered product quantities causes a :guilabel:`User Error` popup to appear. " "The popup requires entry of a lot or serial number for the ordered products." " The :abbr:`RFQ (request for quotation)` cannot be validated without an " "assigned lot or serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:0 msgid "User error popup when validating an order with no lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:127 msgid "" "From here, click the :guilabel:`Additional Options` menu (hamburger) icon " "located on the far-right of the product line. When clicked, a " ":guilabel:`Detailed Operations` pop-up will appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:130 msgid "" "In this pop-up, click :guilabel:`Add a line`, and assign a lot or serial " "number under the :guilabel:`Lot/Serial Number Name` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:133 msgid "" "An expiration date automatically populates, based on the configuration on " "the product form (if previously configured)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:137 msgid "" "If the :guilabel:`Dates` field on the product form has not been configured, " "this date can be manually entered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:140 msgid "" "After the expiration date has been established, mark the :guilabel:`Done` " "quantities, and click :guilabel:`Confirm` to close the pop-up. Finally, " "click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "" "Detailed operations popup showing expiration dates for ordered products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:147 msgid "" "A :guilabel:`Traceability` smart button will appear 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 " "#`; and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:153 msgid "Set expiration dates on manufactured products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:155 msgid "" "Expiration dates can also be generated for products manufactured in-house. " "To assign expiration dates to manufactured products, a manufacturing order " "(MO) needs to be completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:158 msgid "" "To create a :abbr:`MO (manufacturing order)`, go to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, " "and click :guilabel:`Create`. Choose a product to manufacture from the " ":guilabel:`Product` field drop-down menu, then select the " ":guilabel:`Quantity` to produce." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Manufacturing order for product with expiration date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:167 msgid "" "To manufacture a product, there must be materials to consume in the lines in" " the :guilabel:`Product` column. This can be achieved either by creating a " ":guilabel:`Bill of Material` for the :guilabel:`Product`, or manually adding" " materials to consume by clicking :guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:172 msgid "Once ready, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:174 msgid "" "Next to :guilabel:`Lot/Serial Number`, either select an existing lot number " "from the drop-down menu, or click the green :guilabel:`+` sign to " "automatically assign a new lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:177 msgid "" "Then, select a number of units for the :guilabel:`Quantity` field, and click" " :guilabel:`Mark as Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:180 msgid "" "Click on the :guilabel:`External Link` icon in the assigned " ":guilabel:`Lot/Serial Number` field. A pop-up appears, revealing a detail " "form for that specific number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:183 msgid "" "On that pop-up, under the :guilabel:`Dates` tab, all expiration information " "that was previously configured for the product is displayed. That same " "information is also available on the detail form for that specific product, " "or by going to :menuselection:`Inventory app --> Products --> Lots/Serial " "Numbers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Dates tab with expiration information for specific lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:193 msgid "Sell products with expiration dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:195 msgid "" "Selling perishable products with expiration dates is done the same as any " "other type of product. The first step in selling perishable products is to " "create a sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:198 msgid "" "To do that, go to :menuselection:`Sales app --> Create` to create a new " "quotation, and fill out the information on the sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:201 msgid "" "Add a :guilabel:`Customer`, click :guilabel:`Add a product` to add the " "desired products to the :guilabel:`Product` lines, and set a " ":guilabel:`Quantity` for the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:204 msgid "" "Then, click the :guilabel:`Other Info` tab. Under the :guilabel:`Delivery` " "section, change the :guilabel:`Delivery Date` to a date after the expected " "date, and click the :guilabel:`green checkmark` icon to confirm the date. " "Finally, click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:208 msgid "" "Next, click the :guilabel:`Delivery` smart button at the top of the sales " "order to see the warehouse receipt form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:211 msgid "" "On the warehouse receipt form, click :guilabel:`Validate`, and then " ":guilabel:`Apply` in the accompanying pop-up window, to automatically " "process all :guilabel:`Done` quantities, and deliver the products to the " "customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:215 msgid "" "If the products are delivered before the :guilabel:`Alert Date` set on the " "product form, then no alerts will be created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:219 msgid "" "To sell perishable products with expiration dates, the :guilabel:`Removal " "Strategy` for the :guilabel:`Location` the products are stored in must be " "set to :abbr:`FEFO (First Expiry, First Out)`. If there is not enough stock " "of perishable products in one lot, Odoo will automatically take the " "remaining quantity required from a second lot with the next-soonest " "expiration date. Removal strategies can also be set on :guilabel:`Product " "Categories`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:226 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:190 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:105 msgid ":doc:`../../shipping_receiving/removal_strategies`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:229 msgid "View expiration dates for lots & serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:231 msgid "" "To view (and/or group) all products with expiration dates by lot number, go " "to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:234 msgid "" "Once there, remove any default search filters from the :guilabel:`Search...`" " bar. Then, click :guilabel:`Group By`, choose :guilabel:`Add Custom Group`," " and select the :guilabel:`Expiration Date` parameter from the drop-down " "menu. Finally, click :guilabel:`Apply` to apply the filter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:238 msgid "" "Doing so breaks down all perishable products, their expiration dates, and " "the assigned lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Group by expiration dates on lots and serial numbers page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:245 msgid "Expiration alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:247 msgid "" "To see expiration alerts, go to :menuselection:`Inventory app --> Products " "--> Lots/Serial Numbers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:249 msgid "" "Then, click into a :guilabel:`Lot/Serial Number` with perishable products. " "Doing so reveals the serial number detail form. On the serial number detail " "form, click the :guilabel:`Dates` tab to see all expiration information " "related to the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:253 msgid "" "To edit the form, click :guilabel:`Edit` in the upper-left corner of the " "form, then change the :guilabel:`Expiration Date` to today's date (or " "earlier), and click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:257 msgid "" "After saving, the lot number form displays a red :guilabel:`Expiration " "Alert` at the top of the form to indicate that the products in this lot are " "either expired or expiring soon. From here, click back to the " ":guilabel:`Lots/Serial Numbers` page (via the breadcrumbs)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:261 msgid "" "To see the new expiration alert, or any expiration alerts for products that " "are expired (or will expire soon), remove all of the search filters from the" " :guilabel:`Search...` bar on the :guilabel:`Lots/Serial Numbers` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:265 msgid "" "Then, click :guilabel:`Filters`, and choose :guilabel:`Expiration Alerts`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Expiration alert for product past the expiration date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:3 msgid "Lot numbers" msgstr "Numery partii" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:8 msgid "" "*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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:11 msgid "" "Manufacturers assign lot numbers to groups of products sharing common " "properties, facilitating end-to-end traceability through their lifecycles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:14 msgid "" "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 `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:19 msgid ":doc:`serial_numbers`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 msgid "" "To track products by lots, enable the *Lots & Serial Numbers* feature. Then," " configure each product to be tracked by serial numbers on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:30 msgid "" "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`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:36 msgid ":doc:`Tracking expiration dates `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:37 msgid "" ":ref:`Print GS1 barcodes for lots and serial numbers " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:46 msgid "Track by lots" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:48 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:52 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:57 msgid "" "If a product has stock on-hand prior to activating tracking by lots or " "serial numbers, use an :doc:`inventory adjustment " "<../../warehouses_storage/inventory_management/count_products>` to assign " "lot numbers to existing products in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Enabled tracking by lots feature on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:66 msgid "Assign lots for shipping and receiving" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:68 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:76 msgid "On receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:78 msgid "" "Assigning new or existing lot numbers to incoming goods can be done directly" " on receipts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:80 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:86 msgid "" "Alternatively, navigate to an existing receipt by going to the " ":menuselection:`Inventory` app, clicking the :guilabel:`Receipts` Kanban " "card, and choosing the desired receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:90 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number triggers a " ":guilabel:`User Error`, indicating that a lot number **must** be assigned " "before validating the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "Add lot/serial number user error popup." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:97 msgid "" "On the receipt form, on the product line in the :guilabel:`Operations` tab, " "select the :guilabel:`⦙≣ (bulleted list)` icon to the right of the product " "that is tracked by lot numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "Show the bulleted list icon on the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:104 msgid "The bulleted list icon on the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "" "Doing so opens the :guilabel:`Detailed Operations` pop-up window, where the " ":guilabel:`Lot/Serial Number` and :guilabel:`Done` quantity are assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 msgid "" "The two ways to assign lot numbers are **manually** and **copy/paste**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:112 msgid "Manual assignment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:114 msgid "" "To 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/Serial Number`, and specify the " ":guilabel:`Done` quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:119 msgid "" "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:`Done` column" " matches the :guilabel:`Quantity Done` at the top." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Assign lot number detailed operations popup." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:128 msgid "Copy and paste" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:130 msgid "" "From a spreadsheet with all of the lot numbers received from the supplier " "(or manually chosen to assign upon receipt), click :guilabel:`Add a line`, " "and proceed to copy and paste the lot numbers, in the :guilabel:`Lot/Serial " "Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "List of lot numbers copied on excel spreadsheet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "Lot numbers copied to the lot number line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "Lot numbers copied to the lot number line, with each lot number on its own " "line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:144 msgid "" "After clicking away from the text field, Odoo automatically generates the " "necessary lot number lines. The quantities in the :guilabel:`Done` column " "match the first entry. Manually adjust the :guilabel:`To` locations and " ":guilabel:`Done` quantities for each lot number, as needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:148 msgid "" "Once all product quantities have been assigned a lot number, click " ":guilabel:`Confirm` to close the pop-up window. Then, click " ":guilabel:`Validate` on the receipt form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:152 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:201 msgid "" ":ref:`Traceability report for lot numbers `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:157 msgid "On delivery orders" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:159 msgid "" "Odoo makes it possible to specify which lot numbers for a product are chosen" " for outgoing shipment on a delivery order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:162 msgid "" "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|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:167 msgid "" "Alternatively, navigate to delivery orders by going to the " ":menuselection:`Inventory` app, and clicking the :guilabel:`Delivery Orders`" " Kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:170 msgid "" "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 :guilabel:`⦙≣ (bulleted list)` icon to" " the right of the product that is tracked by lot numbers. Clicking that icon" " reveals a :guilabel:`Detailed Operations` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:175 msgid "" "In the :guilabel:`Detailed Operations` pop-up window, a " ":guilabel:`Lot/Serial Number` is chosen, with the full :guilabel:`Reserved` " "quantity taken from that specific lot (if there is enough stock in that " "particular lot)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:184 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:192 msgid "" "Next, click :guilabel:`Add a line`, select a different :guilabel:`Lot/Serial" " Number`, apply the remaining :guilabel:`Done` quantities, and click " ":guilabel:`Confirm` to close the pop-up window. Lastly, click the " ":guilabel:`Validate` button to deliver the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Detailed operations popup for source lot number on sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:204 msgid "Lot management" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:206 msgid "" "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`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:209 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:219 msgid "Show the \"Lot/Serial Number\" dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:219 msgid "" "Display lot numbers, grouped by products, on the **Lot/Serial Number** " "dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:224 msgid "Modify lot" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 msgid "" "Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a " "separate page where additional information can be provided about the lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:230 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:234 msgid "On the lot number form, the following fields can be modified:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:236 msgid "" ":guilabel:`Lot/Serial Number`: Change the lot number linked to the " ":guilabel:`Product`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:237 msgid "" ":guilabel:`Internal Reference`: Records an alternative lot/serial number " "used within the warehouse that differs from the one used by the supplier " "manufacturer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:239 msgid "" ":guilabel:`Company`: Specify the company where the lot number is available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:240 msgid "" ":guilabel:`Description`: Add extra details about the lot or serial number in" " this text field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:243 msgid "" "The :guilabel:`Product` and :guilabel:`Quantity` fields **cannot** be " "modified, as the lot numbers are linked with existing stock moves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Show the lot number form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:251 msgid ":doc:`Set expiration dates for lots `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:256 msgid "Reserve lot number for a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "To create a lot number for a product, begin by going to " ":menuselection:`Inventory app --> Products --> Lot/Serial Numbers`, and " "click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "" "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 `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:267 msgid "" "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 " "on the lot form, and changing the generated number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:271 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:276 msgid "The lot number, `0000011`, is created for the product, `Drawer Black`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "New lot number creation form with assigned product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:282 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:288 msgid "" "After creating the lot number, `0000011` appears as an option for `Drawer " "Black` when assigning lot numbers on the :guilabel:`Inventory Adjustment` " "page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "Show how to assign serial numbers on the Inventory Adjustment page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:296 msgid "Manage lots for different operations types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:298 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:302 msgid "" "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 operation type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:306 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Enabled traceability setting on operations type form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:315 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:323 msgid "" "Manufacturers and companies can refer to traceability reports to see the " "entire lifecycle of a product: where it came from, when it arrived, where it" " was stored, who it went to (and when)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:326 msgid "" "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` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:330 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:333 msgid "" "To group by lots, begin by removing any filters in the :guilabel:`Search...`" " bar. Then, click the :guilabel:`Group By` drop-down menu, select " ":guilabel:`Add Custom Group`, and select :guilabel:`Lot/Serial Number` from " "the drop-down menu. Then, click :guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:337 msgid "" "Doing so displays all existing lots and serial numbers, and can be expanded " "to show all quantities of products with that assigned number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Lots and serial numbers traceability report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:345 msgid "Traceability report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:347 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Show the Traceability Report for a lot, that displays the stock moves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:356 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:319 msgid ":doc:`../product_tracking`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Use serial numbers to track products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:5 msgid "" "*Serial numbers* are one of the two ways to identify and track products in " "Odoo. A serial number is a unique identifier assigned incrementally (or " "sequentially) to an item or product, used to distinguish it from other items" " and products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:9 msgid "" "Serial numbers can consist of many different types of characters: they can " "be strictly numerical, they can contain letters and other typographical " "symbols, or they can be a mix of all of the above." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:12 msgid "" "The goal of assigning serial numbers to individual products is to make sure " "that every item's history is identifiable when it travels through the supply" " chain. This can be especially useful for manufacturers that provide after-" "sales services to products that they sell and deliver." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:17 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:22 msgid "" "To track products using serial numbers, the :guilabel:`Lots & Serial " "Numbers` feature must be enabled. To enable this, go to " ":menuselection:`Inventory app --> Configuration --> Settings`, scroll down " "to the :guilabel:`Traceability` section, and click the box next to " ":guilabel:`Lots & Serial Numbers`. Remember to click the :guilabel:`Save` " "button to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Enabled lots and serial numbers setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:34 msgid "Configure serial number tracking on products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:36 msgid "" "Once the :guilabel:`Lots & Serial Numbers` setting has been activated, " "individual products can now be tracked using serial numbers. To configure " "this, go to :menuselection:`Inventory app --> Products --> Products`, and " "choose a desired product to track." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:40 msgid "" "Once on the product form, click :guilabel:`Edit`, and click the " ":guilabel:`Inventory` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:42 msgid "" "Once on the product form, click :guilabel:`Edit`, navigate to the " ":guilabel:`Inventory` tab, and scroll to the :guilabel:`Traceability` " "section. Then, select the :guilabel:`By Unique Serial Number` option, and " "click :guilabel:`Save` to save the changes. Existing or new serial numbers " "can now be selected and assigned to newly-received or manufactured batches " "of this product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Enabled serial number tracking on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:52 msgid "" "If a product doesn't have a serial number assigned to it, a user error pop-" "up window will appear. The error message states that the product(s) in stock" " have no lot/serial number. However, a lot/serial number can be assigned to " "the product by making an inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:57 msgid "Create new serial numbers for products already in stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:59 msgid "" "New serial numbers can be created for products already in stock with no " "assigned serial number. To do this, go to :menuselection:`Inventory --> " "Products --> Lots/Serial Numbers`, and click :guilabel:`Create`. Doing so " "reveals a blank lots/serial numbers form. On this form, a new " ":guilabel:`Lot/Serial Number` is generated automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:65 msgid "" "While Odoo automatically generates a new 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:69 msgid "" "Once the :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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:73 msgid "" "This form also provides the option to adjust the :guilabel:`Quantity`, to " "assign a unique :guilabel:`Internal Reference` number (for traceability " "purposes), and to assign this specific lot/serial number configuration to a " "specific website in the :guilabel:`Website` field (if working in a multi-" "website environment)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:78 msgid "" "A detailed description of this specific lot/serial number can also be added " "in the :guilabel:`Description` tab below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:81 msgid "" "When all desired configurations are complete, click the :guilabel:`Save` " "button to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "New serial number created for existing product stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:87 msgid "" "After a new serial number has been created, assigned to the desired product," " and saved, navigate back to the product form, by going to " ":menuselection:`Products --> Products`, and selecting the product that this " "newly-created serial number was just assigned to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:91 msgid "" "On that product's detail form, click the :guilabel:`Lot/Serial Numbers` " "smart button to view the new serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:95 msgid "Manage serial numbers for shipping and receiving" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:97 msgid "" "Serial numbers can be assigned for both **incoming** and **outgoing** goods." " For incoming goods, serial numbers are assigned directly on the purchase " "order form. For outgoing goods, serial numbers are assigned directly on the " "sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:102 msgid "Manage serial numbers on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:104 msgid "" "Assigning serial numbers to **incoming** goods can be done directly from the" " purchase order (PO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:106 msgid "" "To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase " "app --> Create`. Doing so reveals a new, blank request for quotation (RFQ) " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:109 msgid "" "On this :abbr:`RFQ (request for quotation)` form, fill out the necessary " "information, by adding a :guilabel:`Vendor`, and by adding the desired " "products to the :guilabel:`Product` lines, by clicking :guilabel:`Add a " "product`, under the :guilabel:`Products` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:113 msgid "" "Choose the desired quantity of the product to order, by changing the number " "in the :guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:116 msgid "" "When the necessary configurations are complete, click :guilabel:`Confirm " "Order`. This will convert the :abbr:`RFQ (request for quotation)` to a " "purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:119 msgid "" "Then, click the :guilabel:`Receipt` smart button to be taken to the " "warehouse receipt form page for that specific :abbr:`PO (purchase order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:123 msgid "" "Clicking :guilabel:`Validate` before assigning a serial number to the " "ordered product quantities will cause a :guilabel:`User Error` pop-up to " "appear. 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 serial number being assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "User error popup prompting serial number entry." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:132 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:230 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:136 msgid "" "In this pop-up, configure a number of different fields, including the " "assignation of a serial number (or serial numbers) under the " ":guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-" "up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:140 msgid "" "There are three ways to do this: manually assigning serial numbers, " "automatically assigning serial numbers, and copy/pasting serial numbers from" " a spreadsheet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:144 msgid "Assign serial numbers manually" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:146 msgid "" "To assign serial numbers manually, click :guilabel:`Add a line` from the " ":guilabel:`Detailed Operations` pop-up, and first choose the location where " "the product will be stored under the :guilabel:`To` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:150 msgid "" "Then, type a new :guilabel:`Serial Number Name`, and set the " ":guilabel:`Done` quantity in the appropriate columns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:153 msgid "" "Repeat this process for the quantity of products shown in the " ":guilabel:`Demand` field, and until the :guilabel:`Quantity Done` field " "displays the correct (matching) number of products processed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:157 msgid "Assign serial numbers automatically" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:159 msgid "" "If a large quantity of products need individual serial numbers assigned to " "them, Odoo can automatically generate and assign serial numbers to each of " "the individual products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:162 msgid "" "To accomplish this, start with the :guilabel:`First SN` field in the " ":guilabel:`Detailed Operations` pop-up window, and type the first serial " "number in the desired order to be assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:165 msgid "" "Then, in the :guilabel:`Number of SN` field, type the total number of items " "that need newly-generated unique serial numbers assigned to them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:168 msgid "" "Finally, click :guilabel:`Assign Serial Numbers`, and a list will populate " "with new serial numbers matching the ordered quantity of products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Automatic serial number assignment in detailed operations popup." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:176 msgid "Copy/paste serial numbers from a spreadsheet" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:178 msgid "" "To copy and paste serial numbers from an existing spreadsheet, first " "populate a spreadsheet with all of the serial numbers received from the " "supplier (or manually chosen 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:183 msgid "" "From here, the :guilabel:`To` locations and :guilabel:`Done` quantities can " "be manually entered in each of the serial number lines." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "List of serial numbers copied in Excel spreadsheet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:191 msgid "" "For purchase orders that include large quantities of products to receive, " "the best method of serial number assignment is to automatically assign " "serial numbers using the :guilabel:`Assign Serial Numbers` button located on" " the :abbr:`PO (purchase order)`. This prevents any serial numbers from " "being reused or duplicated, and improves traceability reporting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:196 msgid "" "Once all product quantities have been assigned a serial number, click the " ":guilabel:`Confirm` button to close the pop-up. Then, click " ":guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:199 msgid "" "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 " "#`, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:204 msgid "" "Once all product quantities have been assigned a serial number, click " ":guilabel:`Confirm` to close the popup, and click :guilabel:`Validate`. A " ":guilabel:`Traceability` smart button will appear 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 " "#`, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:211 msgid "Manage serial numbers on delivery orders" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:213 msgid "" "Assigning serial numbers to **outgoing** goods can be done directly from the" " sales order (SO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:215 msgid "" "To create an :abbr:`SO (sales order)`, navigate to the " ":menuselection:`Sales` app, and click the :guilabel:`Create` button. 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`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:221 msgid "" "Then, choose the desired quantity to sell by changing the number in the " ":guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:223 msgid "" "Once the quotation has been filled out, click the :guilabel:`Confirm` button" " to confirm the quotation. When the quotation is confirmed, the quotation " "becomes an :abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button" " appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "Click the :guilabel:`Delivery` smart button to view the warehouse receipt " "form for that specific :abbr:`SO (sales order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:234 msgid "" "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, " "with each product of the total :guilabel:`Reserved` quantity listed with " "their unique serial numbers (most likely listed in sequential order)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:238 msgid "" "To manually change a product's serial number, click the drop-down menu under" " :guilabel:`Lot/Serial Number`, and choose (or type) the desired serial " "number. Then, mark the :guilabel:`Done` quantities, and click " ":guilabel:`Confirm` to close the pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:242 msgid "" "Finally, click the :guilabel:`Validate` button to deliver the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Serial numbers listed in detailed operations popup." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:248 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:253 msgid "" "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference`" " receipt from the previous purchase order (PO), if any of the product " "quantities shared a serial number assigned during receipt of that specific " ":abbr:`PO (purchase order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:258 msgid "Manage serial numbers for different operations types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:260 msgid "" "By default in Odoo, the creation of new serial numbers is only allowed upon " "**receiving** products from a purchase order. **Existing** serial numbers " "cannot be used. For sales orders, the opposite is true: new serial numbers " "cannot be created on the delivery order, only existing serial numbers can be" " used." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:265 msgid "" "To change the ability to use new (or existing) serial numbers on any " "operation type, go to :menuselection:`Inventory app --> Configuration --> " "Operations Types`, and select the desired :guilabel:`Operation Type`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:269 msgid "" "For the :guilabel:`Receipts` operation type, found on the " ":guilabel:`Operations Types` page, the :guilabel:`Use Existing Lots/Serial " "Numbers` option can be enabled, by selecting :guilabel:`Receipts` from the " ":guilabel:`Operations Types` page, 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:275 msgid "" "For the :guilabel:`Delivery Orders` operation type, located on the " ":guilabel:`Operations Types` page, the :guilabel:`Create New Lots/Serial " "Numbers` option can be enabled, by selecting :guilabel:`Delivery Orders` " "from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, and " "clicking the checkbox beside the :guilabel:`Create New Lots/Serial Numbers` " "option (in the :guilabel:`Traceability` section). Be sure to click " ":guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Enabled traceability setting in operations type form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:286 msgid "Serial number traceability" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:288 msgid "" "Manufacturers and companies can refer to the traceability reports to see the" " entire lifecycle of a product: where it came from (and when), where it was " "stored, and who it went to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:291 msgid "" "To see the full traceability of a product, or group by serial numbers, go to" " :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing " "so reveals the :guilabel:`Lots/Serial Numbers` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:295 msgid "" "From here, products with serial numbers assigned to them will be listed by " "default, and can be expanded to show what serial numbers have been " "specifically assigned to them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:298 msgid "" "To group by serial numbers (or lots), first remove any default filters from " "the search bar in the upper-right corner. Then, click :guilabel:`Group By`, " "and select :guilabel:`Add Custom Group`, which reveals a mini drop-down " "menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, " "and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:303 msgid "" "Doing so reveals all existing serial numbers and lots, and can be expanded " "to show all quantities of products with that assigned number. For unique " "serial numbers that are not reused, there should be just one product per " "serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Serial numbers reporting page with drop-down lists." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:312 msgid "" "For additional information regarding an individual serial number (or lot " "number), click the line item for the serial number to reveal that specific " "serial number's :guilabel:`Serial Number` form. From this form, click the " ":guilabel:`Location` and :guilabel:`Traceability` smart buttons to see all " "stock on-hand using that serial number, and any operations made using that " "serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving.rst:5 msgid "Shipping and receiving" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:6 msgid "Inbound and outbound flows" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:8 msgid "" "There are several ways to handle how a warehouse receives products " "(receipts) and ships products (deliveries). Depending on several factors, " "such as the type of products stocked and sold, warehouse size, and the " "amount of daily confirmed receipts and delivery orders, the way products are" " handled when coming in and out of the warehouse can vary a lot. Different " "settings can be configured for receipts and deliveries; they do not have to " "be configured to have the same number of steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:15 msgid "" "`Using Routes (eLearning Tutorial) `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:16 msgid "" "`Push & Pull Rules (eLearning Tutorial) " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:20 msgid "Choosing the right inventory flow to handle receipts and deliveries" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:22 msgid "" "By default, Odoo handles shipping and receiving in three different ways: in " "one, two, or three steps. The simplest configuration is one step, which is " "the default. Each additional step required for a warehouse for either the " "receiving or shipping process will add an additional layer of operations to " "perform before a product is either received or shipped. These configurations" " depend entirely on the requirements for the products stored, such as " "performing quality checks on received products, or using special packaging " "on shipped products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:30 msgid "One-step flow" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:32 msgid "" "The receiving and shipping rules for a one-step configuration are as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:34 msgid "" "**Receipt**: Receive products directly into stock. No intermediate steps " "between receipt and stock occur, such as a transfer to a quality control " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:36 msgid "" "**Shipping**: Ship products directly from stock. No intermediate steps " "between stock and shipping occur, such as a transfer to a packing location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:38 msgid "" "Can only be used if not using :abbr:`FIFO (First In, First Out)`, " ":abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expired, First " "Out)` removal strategies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:40 msgid "Receipts and/or deliveries are handled quickly." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:41 msgid "" "Recommended for small warehouses with low stock levels, and for non-" "perishable items." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:42 msgid "Items are received or shipped directly into/from stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:45 msgid ":doc:`daily_operations/receipts_delivery_one_step`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:48 msgid "Two-step flow" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:50 msgid "" "The receiving and shipping rules for a two-step configuration are as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:52 msgid "" "**Input + stock**: Bring products to an input location *before* moving into " "stock. Products can be organized by different internal storage locations, " "such as various shelves, freezers, and locked areas, before being stocked in" " the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:55 msgid "" "**Pick + ship**: Bring products to an output location before shipping. " "Packages can be organized by different carriers or shipping docks before " "being shipped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:57 msgid "" "Minimum requirement to use lot numbers or serial numbers to track products " "with a :abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`" " or :abbr:`FEFO (First Expired, First Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:60 msgid "" "Recommended for larger warehouses with high stock levels, or when stocking " "large items (such as mattresses, large furniture, heavy machinery, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:62 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:83 msgid "" "Products received will not be available for manufacturing, shipping, etc., " "until they are transferred into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:66 msgid ":doc:`daily_operations/receipts_delivery_two_steps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:69 msgid "Three-step flow" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:71 msgid "" "The receiving and shipping rules for a three-step configuration are as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:73 msgid "" "**Input + quality + stock**: Receive products at the input location, " "transfer them to a quality control area, and move the ones that pass " "inspection into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:75 msgid "" "**Pick + pack + ship**: Pick products according to their removal strategy, " "pack them in a dedicated packing area, and bring them to an output location " "for shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:77 msgid "" "Can be used when tracking products by lot or serial numbers when using a " ":abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or " ":abbr:`FEFO (First Expired, First Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:80 msgid "Recommended for very large warehouses with very high stock levels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:81 msgid "" "Required for any warehouse needing to perform quality control inspections " "before receiving items into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:87 msgid ":doc:`daily_operations/receipts_three_steps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:88 msgid ":doc:`daily_operations/delivery_three_steps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:3 msgid "Organize a cross-dock in a warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:5 msgid "" "Cross-docking is the process of sending products that are received directly " "to the customers, without making them enter the stock. The trucks are simply" " unloaded in a *Cross-Dock* area in order to reorganize products and load " "another truck." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:13 msgid "" "For more information on how to organize your warehouse, read our blog: `What" " is cross-docking and is it for me? `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:20 msgid "" "In the *Inventory* app, open :menuselection:`Configuration --> Settings` and" " activate the *Multi-Step Routes*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:27 msgid "Doing so will also enable the *Storage Locations* feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:29 msgid "" "Now, both *Incoming* and *Outgoing* shipments should be configured to work " "with 2 steps. To adapt the configuration, go to :menuselection:`Inventory " "--> Configuration --> Warehouses` and edit your warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:36 msgid "" "This modification will lead to the creation of a *Cross-Docking* route that " "can be found in :menuselection:`Inventory --> Configuration --> Routes`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:43 msgid "Configure products with Cross-Dock Route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:45 msgid "" "Create the product that uses the *Cross-Dock Route* and then, in the " "inventory tab, select the routes *Buy* and *Cross-Dock*. Now, in the " "purchase tab, specify the vendor to who you buy the product and set a price " "for it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:55 msgid "" "Once done, create a sale order for the product and confirm it. Odoo will " "automatically create two transfers which will be linked to the sale order. " "The first one is the transfer from the *Input Location* to the *Output " "Location*, corresponding to the move of the product in the *Cross-Dock* " "area. The second one is the delivery order from the *Output Location* to " "your *Customer Location. Both are in state *Waiting Another Operation* " "because we still need to order the product to our supplier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:68 msgid "" "Now, go to the *Purchase* app. There, you will find the purchase order that " "has been automatically triggered by the system. Validate it and receive the " "products in the *Input Location*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:77 msgid "" "When the products have been received from the supplier, you can go back to " "your initial sale order and validate the internal transfer from *Input* to " "*Output*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:86 msgid "" "The delivery order is now ready to be processed and can be validated too." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:3 msgid "Three-step delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:5 msgid "" "Some companies process large amounts of deliveries every day, many of which " "include multiple products or require special packaging. To make this " "efficient, a packing step is needed before shipping out products. For this, " "Odoo has a three step process for delivering goods." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:9 msgid "" "In the default three-step delivery process, products that are part of a " "delivery order are picked in the warehouse according to their removal " "strategy, and brought to a packing zone. After the items have been packed " "into the different shipments in the packing zone, they are brought to an " "output location before being shipped. These steps can be modified if they do" " not fit the needs of the business." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:18 msgid "" "To change delivery settings from :doc:`one step " "` to three steps, make sure the *Multi-Step " "Routes* option is enabled in :menuselection:`Inventory app --> Configuration" " --> Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step " "Routes` will also activate *Storage Locations*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "Activate multi-step routes and storage locations in inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:27 msgid "" "Next, the warehouse needs to be configured for three step deliveries. To do " "this, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," " and click on the :guilabel:`warehouse` to edit. Then, select " ":guilabel:`Pack goods, send goods in output and then deliver (3 steps)` for " ":guilabel:`Outgoing Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "Set outgoing shipment option to deliver in three steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:36 msgid "" "Activating three-step receipts and deliveries creates two new internal " "locations: a *Packing Zone* (WH/Packing Zone), and *Output* (WH/Output). To " "rename these locations, go to :menuselection:`Inventory app --> " "Configuration --> Locations`, click on the :guilabel:`Location` to change, " "and update the name." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:42 msgid "Deliver in three steps (pick + pack + ship)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:45 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:89 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:139 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:35 msgid "Create a sales order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:47 msgid "" "To create a new quote, navigate to :menuselection:`Sales app --> Create`, " "which reveals a blank quotation form. On the blank quotation form, select a " ":guilabel:`Customer`, add a storable :guilabel:`Product`, and click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:51 msgid "" "A :guilabel:`Delivery` smart button appears in the top right of the " "quotation form. Clicking it shows the picking order, packing order, and the " "delivery order associated with the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "" "After confirming the sales order, the Delivery smart button appears showing three items\n" "associated with it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:60 msgid "Process a picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:62 msgid "" "The picking, packing, and delivery orders will be created once the sales " "order is confirmed. To view these transfers, go to :menuselection:`Inventory" " --> Operations --> Transfers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "" "Ready status for the pick operation while the packing and delivery operations are waiting\n" "another operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:70 msgid "" "The status of the picking will be :guilabel:`Ready`, since the product must " "be picked from stock before it can be packed. The status of the packing " "order and delivery order will both be :guilabel:`Waiting Another Operation`," " since the packing and delivery cannot happen until the picking is " "completed. The status of the delivery order will only change to " ":guilabel:`Ready` when the packing has been marked :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:76 msgid "" "The receipt can also be found in the *Inventory* application. In the " ":guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` smart " "button in the :guilabel:`Pick` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "The pick order can be seen in the Inventory Kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:83 msgid "" "Click on the picking to process. If the product is in stock, Odoo will " "automatically reserve the product. Click :guilabel:`Validate` to mark the " "picking as done, and complete the transfer to the :guilabel:`Packing Zone`. " "Then the packing order will be ready. Since the documents are linked, the " "products which have been previously picked are automatically reserved on the" " packing order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Validate the picking by clicking Validate." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:93 msgid "Process a packing" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:95 msgid "" "The packing order will be ready to be processed once the picking is " "completed, and can be found in the :menuselection:`Inventory` application " ":guilabel:`Overview` dashboard. Click the :guilabel:`1 To Process` smart " "button in the :guilabel:`Pack` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "The packing order can be seen in the Inventory kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:103 msgid "" "Click on the packing order associated with the sales order, then click on " ":guilabel:`Validate` to complete the packing." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "" "Click Validate on the packing order to transfer the product from the packing zone to the\n" "output location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:111 msgid "" "Once the packing order is validated, the product leaves the " ":guilabel:`WH/Packing Zone` location and moves to the :guilabel:`WH/Output` " "location. Then, the status of the document will change to :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:116 msgid "Process a delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:118 msgid "" "The delivery order will be ready to be processed once the packing is " "completed, and can be found in the :menuselection:`Inventory` application " ":guilabel:`Overview` dashboard. Click the :guilabel:`1 To Process` smart " "button in the :guilabel:`Delivery Orders` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "The delivery order can be seen in the Delivery Orders Kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:126 msgid "" "Click on the delivery order associated with the sales order, then click on " ":guilabel:`Validate` to complete the move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "Click Validate on the delivery order to transfer the product from the output location to\n" "the customer location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:134 msgid "" "Once the delivery order is validated, the product leaves the " ":guilabel:`WH/Output` location and moves to the " ":guilabel:`Partners/Customers` location. Then, the status of the document " "will change to :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:3 msgid "Use dropshipping to ship directly from suppliers to customers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:5 msgid "" "Dropshipping is an order fulfillment strategy that allows sellers to have " "items shipped directly from suppliers to customers. Normally, a seller " "purchases a product from a supplier, stores it in their inventory, and ships" " it to the end customer once an order is placed. With dropshipping, the " "supplier is responsible for storing and shipping the item. This benefits the" " seller by reducing inventory costs, including the price of operating " "warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:12 msgid "Configure products to be dropshipped" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:14 msgid "" "To use dropshipping as a fulfillment strategy, navigate to the " ":menuselection:`Purchase` app and select :menuselection:`Configuration --> " "Settings`. Under the :guilabel:`Logistics` heading, click the " ":guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:18 msgid "" "Next, go to the :menuselection:`Sales` app, click :menuselection:`Products " "--> Products` and choose an existing product or select :guilabel:`Create` to" " configure a new one. On the :guilabel:`Product` page, make sure that the " ":guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are " "enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "" "Enable the \"Can be Sold\" and \"Can be Purchased\" checkboxes on the " "product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:27 msgid "" "Click on the :guilabel:`Purchase` tab and specify a vendor and the price " "that they sell the product for. Multiple vendors can be added, but the " "vendor at the top of the list will be the one automatically selected for " "purchase orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "The product form with a vendor specified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:35 msgid "" "Finally, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Dropship` checkbox in the :guilabel:`Routes` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "Enable the Dropship option in the product inventory tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:43 msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:45 msgid "" "When a customer completes an online purchase for a dropshipped product, a " "sales order will be automatically created with an associated request for " "quotation (:abbr:`RFQ (Request for Quotation)`) for the supplier. Sales " "orders can be viewed in the :menuselection:`Sales` app by selecting " ":menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart " "button at the top right of a sales order to view the associated :abbr:`RFQ " "(Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:52 msgid "" "Dropship sales orders can also be created manually through the " ":menuselection:`Sales` app by selecting :menuselection:`Orders --> Orders " "--> Create` and adding a product configured for dropshipping." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "" "A dropship sales order with the Purchase smart button in the top right " "corner." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:60 msgid "" "Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a " "purchase order and a dropship receipt is created and linked to it. The " "receipt can be viewed by clicking the :guilabel:`Receipt` smart button in " "the top right corner of the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "" "A dropship purchase order with the Receipt smart button in the top right " "corner." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:68 msgid "" "The dropship receipt will list the supplier in the :guilabel:`Receive From` " "section and the customer in the :guilabel:`Destination Location` section. " "Upon delivery of the product to the customer, click on the " ":guilabel:`Validate` button at the top left of the dropship receipt to " "confirm the delivered quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "Validate the dropship receipt after delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:77 msgid "" "To view all dropship orders, simply navigate to the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard and click the teal" " :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst-1 msgid "" "Click the green button on the Dropship card to view all dropship orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:3 msgid "Consignment: buy and sell stock without owning it" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:5 msgid "" "Most of the time, products stored in a company's warehouse are either " "purchased from suppliers, or are manufactured in-house. However, suppliers " "will sometimes let companies store and sell products in the company's " "warehouse, without having to buy those items up-front. This is called " "*consignment*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:10 msgid "" "Consignment is a useful method for suppliers to launch new products, and " "easily deliver to their customers. It's also a great way for the company " "storing the products (the consignee) to earn something back for their " "efforts. Consignees can even charge a fee for the convenience of storing " "products they don't actually own." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:16 msgid "Enable the consignment setting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:18 msgid "" "To receive, store, and sell consignment stock, the feature needs to be " "enabled in the settings. To do this, go to :menuselection:`Inventory --> " "Configuration --> Settings`, and under the :guilabel:`Traceability` section," " check the box next to :guilabel:`Consignment`, and then click " ":guilabel:`Save` to finish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst-1 msgid "Enabled Consignment setting in Inventory configuration." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:28 msgid "Receive (and store) consignment stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:30 msgid "" "With the feature enabled in Odoo, consignment stock can now be received into" " a warehouse. From the main :menuselection:`Inventory` dashboard, click into" " the :guilabel:`Receipts` section. Then, click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:35 msgid "" "Consignment stock is not actually purchased from the vendor; it is simply " "received and stored. Because of this, there are no quotations or purchase " "orders involved in receiving consignment stock. So, *every* receipt of " "consignment stock will start by creating manual receipts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:39 msgid "" "Choose a vendor to enter in the :guilabel:`Receive From` field, and then " "choose the same vendor to enter in the :guilabel:`Assign Owner` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:43 msgid "" "Since the products received from the vendor will be owned by the same " "vendor, the :guilabel:`Receive From` and :guilabel:`Assign Owner` fields " "must match." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:46 msgid "" "Once the vendor-related fields are set, enter products into the " ":guilabel:`Product` lines, and set the quantities to be received into the " "warehouse under the :guilabel:`Done` column. If the :guilabel:`Units of " "Measure` feature is enabled, the :abbr:`UoM (Units of Measure)` can be " "changed, as well. Once all the consignment stock has been received, " ":guilabel:`Validate` the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst-1 msgid "Matching vendor fields in consignment Receipt creation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:56 msgid "Sell and deliver consignment stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:58 msgid "" "Once consignment stock has been received into the warehouse, it can be sold " "the same as any other in-stock product that has the :guilabel:`Can Be Sold` " "option enabled on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:61 msgid "" "To create a sales order, navigate to the :menuselection:`Sales` app, and " "from the :guilabel:`Quotations` overview, click :guilabel:`Create`. Next, " "choose a customer to enter into the :guilabel:`Customer` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:66 msgid "" "The :guilabel:`Customer` *must* be different from the :guilabel:`Vendor` " "that supplied the consignment stock received (and stored) in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:69 msgid "" "Add the consignment product under the :guilabel:`Product` column in the " "order lines, set the :guilabel:`Quantity`, and fill out any other pertinent " "product details on the form. Once the quotation is complete, click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst-1 msgid "Sales order of consignment stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:77 msgid "" "Once the quotation has been confirmed, it becomes a sales order. From here, " "the products can be delivered by clicking on the :guilabel:`Delivery` smart " "button, and selecting :guilabel:`Validate` to validate the delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:82 msgid "Traceability and reporting of consignment stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:84 msgid "" "Although consignment stock is owned by the vendor who supplied it, and not " "by the company storing it in their warehouse, consignment products will " "*still* appear in certain inventory reports." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:87 msgid "" "To find inventory reports, go to :menuselection:`Inventory --> Reporting`, " "and choose a report to view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:91 msgid "" "Since the consignee does not actually own consignment stock, these products " "are *not* reflected in the :guilabel:`Stock Valuation` report, and have no " "impact on the consignee's inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:96 msgid "Product moves report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:98 msgid "" "To view all information about on-hand stock moves, navigate to the " ":guilabel:`Product Moves` dashboard by going to :menuselection:`Inventory " "--> Reporting --> Product Moves`. For consignment products, the information " "in this report is the same as any other product: the history of its product " "moves can be reviewed; the :guilabel:`Quantity Done` and " ":guilabel:`Reference` document are available; and its :guilabel:`Locations` " "are available, as well. The consignment stock will originate from " ":guilabel:`Partner Location/Vendors`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:106 msgid "" "To view a consignment product's moves by ownership, select the " ":guilabel:`Group By` filter, choose the :guilabel:`Add Custom Group` " "parameter, and then select :guilabel:`From Owner`, and :guilabel:`Apply` to " "finish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst-1 msgid "Consignment stock moves history." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:115 msgid "" "To see forecasted units of consignment stock, go to " ":menuselection:`Inventory --> Reporting --> Forecasted Inventory`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:119 msgid "Stock on hand report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/owned_stock.rst:121 msgid "" "View the :guilabel:`Stock On Hand` dashboard by navigating to " ":menuselection:`Inventory --> Reporting --> Inventory Report`. From this " "report, the :guilabel:`Locations` of all stock on-hand are displayed, in " "addition to the quantities per location. For consignment products, the " ":guilabel:`Owner` column will be populated with the owner of those products," " or the original vendor who supplied the products in the first place." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:3 msgid "Putaway rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:5 msgid "" "Putaway is the process of routing products to appropriate storage locations " "upon shipment arrival." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:7 msgid "" "Odoo can accomplish this seamlessly using *putaway rules*, which dictate how" " products move through specified warehouse locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:10 msgid "" "Upon shipment arrival, operations are generated based on putaway rules to " "efficiently move products to specified locations, and ensure easy retrieval " "for future delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:13 msgid "" "In warehouses that process specific kinds of products, putaway rules can " "also prevent volatile substances from being stored in close proximity, by " "directing them to different locations determined by the warehouse manager." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:18 msgid "" "`Odoo Tutorials: Putaway Rules " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:23 msgid "" "To use putaway rules, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`, and activate the :guilabel:`Multi-Step Routes` " "feature under the :guilabel:`Warehouse` section. By doing so, the " ":guilabel:`Storage Locations` feature is also automatically activated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:27 msgid "Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst-1 msgid "Activate Multi-Step Routes in Inventory configuration settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:36 msgid "Define putaway rule" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:38 msgid "" "To manage where specific products are routed for storage, navigate to " ":menuselection:`Inventory app --> Configuration --> Putaway Rules`. Use the " ":guilabel:`Create` button to configure a new putaway rule on a " ":guilabel:`Product` or :guilabel:`Product Category` that the rule affects." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:43 msgid "" "Putaway rules can be defined either per product/product category, and/or " "package type (the *Packages* setting must be enabled in " ":menuselection:`Inventory app --> Configuration --> Settings` for that)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:47 msgid "" "In the same line, the :guilabel:`When product arrives in` location is where " "the putaway rule is triggered to create an operation to move the product to " "the :guilabel:`Store to` location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:50 msgid "" "For this to work, the :guilabel:`Store to` location must be a *sub-location*" " of the first (e.g., `WH/Stock/Fruits` is a specific, named location inside " "`WH/Stock` to make the products stored here easier to find)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:55 msgid "" "In a warehouse location, **WH/Stock**, there are the following sub-" "locations:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:57 msgid "WH/Stock/Fruits" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:58 msgid "WH/Stock/Vegetables" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:60 msgid "" "Ensure all apples are stored in the fruits section by filling the field " ":guilabel:`Store to` with the location `WH/Stock/Fruits` when the " ":guilabel:`Product`, `Apple` arrives in `WH/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:63 msgid "Repeat this for all products and hit :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:0 msgid "Create putaway rules for apples and carrots." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:70 msgid "Putaway rule priority" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:72 msgid "" "Odoo selects a putaway rule based on the following priority list (from " "highest to lowest) until a match is found:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:75 msgid "Package type and product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:76 msgid "Package type and product category" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:79 msgid "Product category" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:82 msgid "The product `Lemonade can` has the following putaway rules configured:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:84 msgid "" "When receiving a `Pallet` (:guilabel:`Package Type`) of `Lemonade cans`, it " "is redirected to `WH/Stock/Pallets/PAL1`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:86 msgid "" "`Lemonade can`'s :guilabel:`Product Category` is `All/drinks`, and when " "receiving a `Box` of any item in this product category, items are redirected" " to `WH/Stock/Shelf 1`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:88 msgid "Any product on a `Pallet` is redirected to `WH/Stock/Pallets`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:89 msgid "The product `Lemonade can` is redirected to `WH/Stock/Shelf 2`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:90 msgid "" "Items in the `All/drinks` product category are redirected to `WH/Stock/Small" " Refrigerator`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:0 msgid "Some examples of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:3 msgid "One-step receipt and delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:5 msgid "" "By default, incoming shipments are configured to be received directly into " "stock, and outgoing shipments are configured to be delivered directly from " "stock to the customer; the default setting for warehouses in Odoo is one " "step receipts and deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:10 msgid "" "Incoming and outgoing shipments do not need to be configured with the same " "steps. For example, products can be received in one step, but shipped in " "three steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:13 msgid "" "In the following example, one step will be used for both receipts and " "deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:18 msgid "Configure the warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:20 msgid "" "If another receiving or shipping configuration is set on the warehouse, they" " can easily be set back to the one step setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:23 msgid "" "Begin by navigating to :menuselection:`Inventory --> Configuration --> " "Warehouses`, and click on the desired warehouse to edit. Next, on the " ":guilabel:`Warehouse Configuration` tab, under the :guilabel:`Shipments` " "section, select :guilabel:`Receive goods directly (1 step)` for " ":guilabel:`Incoming Shipments` and/or :guilabel:`Deliver goods directly (1 " "step)` for :guilabel:`Outgoing Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "" "Set incoming and outgoing shipment options to receive and deliver in one " "step." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:34 msgid "Receive goods directly (1 step)" msgstr "Przyjmij towary bezpośrednio (1 krok)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:67 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:46 msgid "Create a purchase order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:39 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:69 msgid "" "On the main :menuselection:`Purchase` application dashboard, start by making" " a new quote by clicking :guilabel:`New`. Then, select (or create) a " ":guilabel:`Vendor` from the drop-down field, add a storable " ":guilabel:`Product` to the order lines, and click :guilabel:`Confirm Order` " "to finalize the quote as a new purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:44 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:96 msgid "" "A :guilabel:`Receipt` smart button will appear in the top-right corner of " "the :abbr:`PO (purchase order)` form — click it to reveal the associated " "receipt for the purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Receipt smart button appears on the confirmed purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:52 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:89 msgid "" "Purchase order receipts can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " "to Process` smart button in the :guilabel:`Receipts` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:0 msgid "Receipt kanban card's 1 to Process smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:98 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:97 msgid "Process the receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:63 msgid "" "When viewing the receipt (associated with the purchase order above), click " ":guilabel:`Validate` to then complete the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Validate the purchase order via the Validate smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:71 msgid "" "If :guilabel:`Storage Locations` are activated, clicking the :guilabel:`≣ " "(bullet list)` details icon next to the :guilabel:`🗑️ (trash)` delete icon " "enables the :guilabel:`Detailed Operations` screen to pop-up. This allows " "the location(s) to be specified for the received product(s)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:0 msgid "" "Select the Storage Location for the products being received in the Detailed Operations\n" "pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:80 msgid "" "Once the receipt is validated, the product leaves the :guilabel:`Supplier " "Location` and enters the :guilabel:`WH/Stock Location`. Once it arrives " "here, it will be available for manufacturing, sales, etc. Then, the status " "of the document will change to :guilabel:`Done`, thus completing the " "reception process in one step." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:86 msgid "Deliver goods directly (1 step)" msgstr "Dostarcz towary bezpośrednio (1 krok)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:91 msgid "" "Start my navigating to the main :menuselection:`Sales` app dashboard, and " "make a new quote by clicking :guilabel:`New`. Then select (or create) a " ":guilabel:`Customer` from the drop-down field, add a storable " ":guilabel:`Product` that is in stock to the order lines, and click " ":guilabel:`Confirm` to finalize the quotation as a sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 msgid "" "A :guilabel:`Delivery` smart button will appear in the top-right corner of " "the :abbr:`SO (Sales Order)` form — click it to reveal the associated " "delivery order for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "The Delivery smart button appears after the sales order is confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:107 msgid "" "Delivery orders can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " "to Process` smart button in the :guilabel:`Delivery Orders` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:0 msgid "Delivery Orders kanban card's 1 to Process smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:116 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:192 msgid "Process the delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 msgid "" "When viewing the delivery order (associated with the sales order above), " "click :guilabel:`Validate` to then complete the delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Validate the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:125 msgid "" "Once the picking order is validated, the product leaves the " ":guilabel:`WH/Stock location` and moves to the :guilabel:`Partners/Customers" " location`. Then, the status of the document will change to " ":guilabel:`Done`, thus completing delivery in one step." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:3 msgid "Two-step receipt and delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:5 msgid "" "Depending on a company's business processes, multiple steps may be needed " "before receiving or shipping products. In the two-step receipt process, " "products are received in an input area, then transferred to stock. Two-step " "receipts work best when various storage locations are being used, such as " "locked or secured areas, freezers and refrigerators, or various shelves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:10 msgid "" "Products can be sorted according to where they are going to be stored, and " "employees can stock all the products going to a specific location. The " "products are not available for further processing until they are transferred" " into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:14 msgid "" "In the two-step delivery process, products that are part of a delivery order" " are picked from the warehouse according to their removal strategy, and " "brought to an output location before being shipped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:18 msgid "" "One situation where this would be useful is when using either a :abbr:`FIFO " "(First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO " "(First Expired, First Out)` removal strategy, where the products that are " "being picked need to be selected based on their receipt date or expiration " "date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:23 msgid "" "Odoo is configured by default to :doc:`receive and deliver goods in one step" " `, so the settings need to be changed in order " "to utilize two-step receipts and deliveries. Incoming and outgoing shipments" " do not need to be set to have the same steps. For example, products can be " "received in two steps, but shipped in one step. In the following example, " "two steps will be used for both receipts and deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:30 msgid "Configure multi-step routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:32 msgid "" "First, make sure the :guilabel:`Multi-Step Routes` option is enabled in " ":menuselection:`Inventory --> Configuration --> Settings`, under the " ":guilabel:`Warehouse` heading. After enabling the setting, :guilabel:`Save` " "the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:37 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting will also activate the " ":guilabel:`Storage Locations` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:44 msgid "" "Next, the warehouse needs to be configured for two-step receipts and " "deliveries. Go to :menuselection:`Inventory --> Configuration --> " "Warehouses`, and click on the warehouse to change the warehouse settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:48 msgid "" "Then, select :guilabel:`Receive goods in input and then stock (2 steps)` for" " :guilabel:`Incoming Shipments`, and :guilabel:`Send goods in output and " "then deliver (2 steps)` for :guilabel:`Outgoing Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "Set incoming and outgoing shipment options to receive and deliver in two " "steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:57 msgid "" "Activating two-step receipts and deliveries will create new *input* and " "*output* locations, which by default, are labeled :guilabel:`WH/Input` and " ":guilabel:`WH/Output`, respectively, on the :guilabel:`Locations` dashboard." " To rename these locations, go to :menuselection:`Configuration --> " "Locations`, and select the :guilabel:`Location` to change. On the location " "form, update the :guilabel:`Location Name`, and make any other changes (if " "necessary)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:64 msgid "Process a receipt in two steps (input + stock)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:75 msgid "" "For businesses with multiple warehouses that have different step " "configurations, the :guilabel:`Deliver To` field on the :abbr:`PO (Purchase " "Order)` form may need to be specified as the correct *input location* " "connected to the two-step warehouse, which can be done by selecting the " "warehouse from the drop-down selection that includes the `Receipts` label at" " the end of the name." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:81 msgid "" "After confirming the :abbr:`PO (Purchase Order)`, a :guilabel:`Receipt` " "smart button will appear in the top of the :abbr:`PO (Purchase Order)` form " "— click it to reveal the associated receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "After confirming a purchase order, a Receipt smart button will appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:0 msgid "One receipt ready to process in the Inventory Overview kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:100 msgid "" "The receipt and internal transfer will be created once the purchase order is" " confirmed. The status of the receipt will be :guilabel:`Ready`, since the " "receipt must be processed first. The status of the internal transfer will be" " :guilabel:`Waiting Another Operation`, since the transfer cannot happen " "until the receipt is completed. The status of the internal transfer will " "only change to :guilabel:`Ready` once the receipt has been marked as " ":guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:106 msgid "" "Click on the :guilabel:`Receipt` associated with the purchase order, then " "click :guilabel:`Validate` to complete the receipt and move the product to " "the :guilabel:`Input Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "Validate the receipt by clicking Validate, then the product will be transferred to the\n" "WH/Input location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:115 msgid "Process the internal transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:117 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product into stock. Navigate to the " ":menuselection:`Inventory` app, and on the :guilabel:`Inventory Overview` " "dashboard, click the :guilabel:`# To Process` smart button in the " ":guilabel:`Internal Transfers` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "" "One Internal Transfer ready to process in the Inventory Overview kanban " "view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:126 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the receipt and move the product to " "stock. Once the transfer is validated, the product enters the stock and is " "available for customer deliveries or manufacturing orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Validate the internal transfer to move the item to stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:136 msgid "Process a delivery order in two steps (pick + ship)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:141 msgid "" "In the :menuselection:`Sales` application, create a new quote by clicking " ":guilabel:`New`. Select (or create) a :guilabel:`Customer`, add a storable " ":guilabel:`Product` to the order lines, and then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:145 msgid "" "After confirming the :abbr:`SO (Sales Order)`, a :guilabel:`Delivery` smart " "button will appear in the top, above the :abbr:`SO (Sales Order)` form. " "Click the :guilabel:`Delivery` smart button to reveal the associated " "receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "After confirming the sales order, the Delivery smart button appears showing two items\n" "associated with it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:155 msgid "" "Sales order receipts can also be found in the :menuselection:`Inventory` " "application. In the :guilabel:`Overview` dashboard, click the :guilabel:`# " "To Process` smart button in the :guilabel:`Pick` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:0 msgid "The pick order can be seen in the Inventory kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:164 msgid "Process the picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:166 msgid "" "The picking and delivery order will be created once the sales order is " "confirmed. When the :guilabel:`Delivery` smart button appears, click it to " "reveal the :guilabel:`Transfers` dashboard, which lists both the picking and" " the delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:170 msgid "" "The status of the picking will be :guilabel:`Ready`, since the product must " "be picked from stock before it can be shipped. The status of the delivery " "order will be :guilabel:`Waiting Another Operation`, since the delivery " "cannot happen until the picking is completed. The status of the delivery " "order will only change to :guilabel:`Ready` once the picking has been marked" " as :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "" "Ready status for the pick operation while the delivery operation is Waiting Another\n" "Operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:181 msgid "" "Click on the picking delivery order to begin processing it. If the product " "is in stock, Odoo will automatically reserve the product. Click " ":guilabel:`Validate` to mark the picking as :guilabel:`Done`, then the " "delivery order will be ready for processing. Since the documents are linked," " the products which have been previously picked are automatically reserved " "on the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:194 msgid "" "The delivery order will be ready to be processed once the picking is " "completed, and can be found in the :menuselection:`Inventory` application, " "on the :guilabel:`Inventory Overview` dashboard. Click the :guilabel:`# To " "Process` smart button in the :guilabel:`Delivery Orders` kanban card to " "begin." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:199 msgid "" "The delivery order associated with the :abbr:`SO (Sales Order)` can also be " "quickly accessed by clicking on the :guilabel:`Delivery` smart button again," " and choosing the delivery order on the :guilabel:`Transfers` page (which " "should now be marked as :guilabel:`Ready`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "The delivery order can be seen in the Inventory Kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:207 msgid "" "Click on the delivery order associated with the :abbr:`SO (Sales Order)`, " "then click on :guilabel:`Validate` to complete the move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:215 msgid "" "Once the delivery order is validated, the product leaves the " ":guilabel:`WH/Output` location on the :guilabel:`Transfers` dashboard and " "moves to the :guilabel:`Partners/Customers` location. Then, the status of " "the document will change to :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:3 msgid "Three-step receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:5 msgid "" "Some companies require a quality control process before receiving goods from" " suppliers. To accomplish this, Odoo has a three-step process for receiving " "goods." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:8 msgid "" "In the three-step receipt process, products are received in an input area, " "then transferred to a quality area for inspection. Products that pass the " "quality inspection are then transferred into stock. The products are not " "available for further processing until they are transferred out of the " "quality area and into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:16 msgid "" "Odoo is configured by default to :doc:`receive and deliver goods in one step" " `, so the settings need to be changed in order " "to utilize three-step receipts. First, make sure the *Multi-Step Routes* " "option is enabled in :menuselection:`Inventory --> Configuration --> " "Settings --> Warehouse`. Note that activating :guilabel:`Multi-Step Routes` " "will also activate *Storage Locations*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "" "Activate multi-step routes and storage locations in Inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:26 msgid "" "Next, the warehouse needs to be configured for three-step receipts. To do " "that, go to :menuselection:`Inventory app --> Configuration --> Warehouses`," " and select the desired warehouse to be edited. Doing so reveals the detail " "form for that specific warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:30 msgid "" "On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive " "goods in input, then quality and then stock (3 steps)` for " ":guilabel:`Incoming Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Set incoming shipment option to receive in three steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:37 msgid "" "Activating three-step receipts and deliveries creates two new internal " "locations: *Input* (WH/Input), and *Quality Control* (WH/Quality Control). " "To rename these locations, go to :menuselection:`Inventory app --> " "Configuration --> Locations`, then click on the desired location to change " "(or update) the name." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:43 msgid "Receive in three steps (input + quality + stock)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:48 msgid "" "To create a new :abbr:`RfQ (Request for Quotation)`, navigate to " ":menuselection:`Purchase app --> New`, which reveals a blank :abbr:`RfQ " "(Request for Quotation)` form page. On this page, select a " ":guilabel:`Vendor`, add a storable :guilabel:`Product`, and click " ":guilabel:`Confirm Order`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:52 msgid "" "A :guilabel:`Receipt` smart button will appear in the top right, and the " "receipt will be associated with the purchase order. Clicking on the " ":guilabel:`Receipt` smart button will show the receipt order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:61 msgid "Process a receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:63 msgid "" "One receipt and two internal transfers (one transfer to quality, and a " "subsequent transfer to stock) will be created once the purchase order is " "confirmed. To view these transfers, go to :menuselection:`Inventory --> " "Operations --> Transfers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "" "The status of the three receipt transfers will show which operation is ready and which ones\n" "are waiting another operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 msgid "" "The status of the receipt transferring the product to the input location " "will be :guilabel:`Ready`, since the receipt must be processed before any " "other operation can occur. The status of the two internal transfers will be " ":guilabel:`Waiting Another Operation`, since the transfers cannot be " "processed until the linked step before each transfer is completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:77 msgid "" "The status of the first internal transfer to *quality* will only change to " ":guilabel:`Ready` when the receipt has been marked :guilabel:`Done`. The " "status for the second internal transfer to *stock* will be marked " ":guilabel:`Ready` only after the transfer to quality has been marked " ":guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 msgid "" "The receipt can also be found in the :menuselection:`Inventory` application." " In the :guilabel:`Overview` dashboard, click the :guilabel:`1 To Process` " "smart button in the :guilabel:`Receipts` kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "One Receipt ready to process in the Inventory Overview kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:90 msgid "" "Click on the receipt associated with the purchase order, then click " ":guilabel:`Validate` to complete the receipt and move the product to the " ":guilabel:`Input Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "" "Validate the receipt by clicking Validate, and the product will be transferred to the\n" "WH/Quality location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 msgid "Process a transfer to Quality Control" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "" "Once the product is in the :guilabel:`Input Location`, the internal transfer" " is ready to move the product to :guilabel:`Quality Control`. In the " ":menuselection:`Inventory` :guilabel:`Overview` dashboard, click the " ":guilabel:`1 To Process` smart button in the :guilabel:`Internal Transfers` " "kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:110 msgid "" "Click on the :guilabel:`Transfer` associated with the purchase order, then " "click :guilabel:`Validate` to complete the transfer and move the product to " "the :guilabel:`Quality Control` location. Once the transfer is validated, " "the product is ready for the quality inspection, but is not available for " "manufacturing or delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "" "Validate the internal transfer to move the item to the Quality Control " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:120 msgid "Process a transfer to stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:122 msgid "" "Once the product is in the :guilabel:`Quality Control` location, the final " "internal transfer is ready to move the product to :guilabel:`Stock`. In the " ":guilabel:`Inventory` overview dashboard, click the :guilabel:`1 To Process`" " smart button in the :guilabel:`Internal Transfers` Kanban card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:126 msgid "" "Click on the final :guilabel:`Transfer` associated with the purchase order, " "then click :guilabel:`Validate` to complete the transfer and move the " "product to stock. Once the transfer is validated, the product enters the " "stock and is available for customer deliveries or manufacturing orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:3 msgid "Sell stock from multiple warehouses using virtual locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:5 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:9 msgid "" "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 using *virtual locations*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:14 msgid "" "The solution in this document, describing the use of a virtual warehouse to " "fulfill orders for multiple warehouses, has some limitations. Consider the " "following before proceeding:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:17 msgid "" "When the :guilabel:`Warehouse` field is set to a virtual warehouse on a " "sales order, the virtual warehouse's address is indicated on the picking, " "packing, and delivery forms, **not** the actual warehouse's address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:20 msgid "" "Each location has a `warehouse_id` (hidden field). This means that the stock" " in the virtual warehouse will **not** be the sum of the stock of the real " "warehouses, but rather the sum of the stock in the locations whose warehouse" " ID is the virtual warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:25 msgid "" "Potential limitation for those using :doc:`two " "<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>` or " ":doc:`three-step delivery " "<../../shipping_receiving/daily_operations/delivery_three_steps>`:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:29 msgid "" "The output or packing zone on the various forms is incorrectly listed as the" " virtual warehouse's address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:31 msgid "There is no workaround for two or three-step deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:32 msgid "" "Proceed **only** if setting a virtual warehouse's address as the output or " "packing zone makes sense for the company's workflow." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:36 msgid "" "In order to create virtual locations in warehouses, and proceed to the " "following steps, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step" " Routes` features **must** be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:39 msgid "" "To do so, go to :menuselection:`Inventory app --> Configuration --> " "Settings`, scroll down to the :guilabel:`Warehouse` section, and enable the " ":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options. " "Then, :guilabel:`Save` the changes to finish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:47 msgid "Create virtual parent location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:49 msgid "" "Before creating any virtual stock locations, create a new warehouse that " "acts as a *virtual* warehouse — the *parent* location of other physical " "warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:54 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:59 msgid "" "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:63 msgid "" "To create a new warehouse, go to :menuselection:`Inventory app --> " "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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:68 msgid "" "Lastly, click :guilabel:`Save` to finish creating a *regular* warehouse. " "Continue following the steps below to finish configuring the virtual parent " "warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst-1 msgid "New warehouse form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:76 msgid "" ":doc:`Warehouse configurations " "<../../warehouses_storage/inventory_management/warehouses>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:77 msgid "" ":ref:`Incoming and outgoing shipments " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:78 msgid ":doc:`../../warehouses_storage/replenishment/resupply_warehouses`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:83 msgid "Create child warehouses" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:85 msgid "" "Create at least two *child* warehouses to link to the virtual warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:88 msgid "" "In order to take stock from multiple warehouses to fulfill a sales order, " "there needs to be at least **two** warehouses acting as child locations of " "the virtual parent location warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:91 msgid "" "To do that, navigate to :menuselection:`Inventory app --> Configuration --> " "Warehouses`, click :guilabel:`Create`, and follow the :ref:`preceding " "instructions ` to configure the physical stock " "locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid "**Parent Warehouse**" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid ":guilabel:`Warehouse`: `Virtual Warehouse`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid ":guilabel:`Location`: `VWH/Stock`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid "**Child Warehouses**" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid ":guilabel:`Warehouses`: `Warehouse A` and `Warehouse B`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid ":guilabel:`Locations`: `WHA` and `WHB`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid "" "Graphic of child locations 'WHA' and 'WHB' tied to the parent location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:110 msgid "" "While the virtual stock location will be changed to 'View' later, the " ":guilabel:`Location Type` **must** be :guilabel:`Internal Location` at this " "point to :ref:`link the child warehouses ` in " "the next section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:117 msgid "Link child warehouses to virtual stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:119 msgid "" "To set physical warehouses as child locations of the virtual location " "configured in the :ref:`previous step `, " "navigate to :menuselection:`Inventory app --> Configuration --> Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:123 msgid "" "Remove any filters from the search bar. Then, click the physical warehouse " ":guilabel:`Location` that was previously created to be a child location " "(e.g. `WHA`), and click :guilabel:`Edit`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:126 msgid "" "Change the :guilabel:`Parent Location` field from :guilabel:`Physical " "Locations` to the virtual warehouse's **stock location** (e.g. `VWH/Stock`) " "from the drop-down menu, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:131 msgid "" "To select the virtual warehouse's stock location in the :guilabel:`Parent " "Location` drop-down menu, the parent warehouse stock location (e.g. " "`VWH/Stock`) **must** have its :guilabel:`Location Type` set to " ":guilabel:`Internal Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst-1 msgid "Set the child warehouse's *Parent Location* to the virtual warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:139 msgid "Repeat the preceding steps to configure two or more child warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:141 msgid "" "Once complete, the virtual, parent warehouse (e.g. `VWH/Stock`) fulfills " "orders using stock from child warehouses (e.g. `WHA` and `WHB`), if there is" " insufficient stock in any one location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:145 msgid "Set virtual stock location as 'view'" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:147 msgid "" "Set the virtual stock location's :guilabel:`Location Type` to " ":guilabel:`View`, as it is a non-existent location used to group various " "physical warehouses together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:150 msgid "" "To do that, navigate to :menuselection:`Inventory app --> Configuration --> " "Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:152 msgid "" "Click the virtual warehouse's stock location (e.g. `VWH/Stock`) that was " ":ref:`previously created `, from the " ":guilabel:`Locations` list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:155 msgid "" "On the location form, under the :guilabel:`Additional Information` heading, " "set the :guilabel:`Location Type` to :guilabel:`View`. :guilabel:`Save` the " "changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst-1 msgid "Warehouse location types in location creation screen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:163 msgid "" "To view the total quantity across **all** linked child warehouses, go to the" " product form and click the :guilabel:`On Hand` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid "Display stock across all linked warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:171 msgid "Example: sell products from a virtual warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:173 msgid "" "To sell products from multiple warehouses using a virtual parent location, " "the database must have at least **two** warehouses configured — with at " "least **one** product, with quantity on-hand in each warehouse, " "respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:178 msgid "" "The following product, `Toy soldier`, is available at each location with the" " quantities:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:180 msgid "`WHA/Stock` : 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:181 msgid "`WHB/Stock` : 2" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:182 msgid "" "Warehouses `WHA` and `WHB` are child warehouses of the virtual warehouse " "`VWH`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:184 msgid "" "Create a quotation for the product by navigating to the " ":menuselection:`Sales` app and clicking :guilabel:`Create`. On the quote, " "add a :guilabel:`Customer`, and click :guilabel:`Add a product` to add the " "two products stored in the two warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:188 msgid "" "Then, click the :guilabel:`Other Info` tab on the sales order form. Under " "the :guilabel:`Delivery` section, change the :guilabel:`Warehouse` field " "value to the virtual warehouse that was :ref:`previously created " "`. Next, :guilabel:`Confirm` the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst-1 msgid "" "Set virtual warehouse as the *Warehouse* field in sales order's *Other Info*" " tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:196 msgid "" "Then, 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:200 msgid "" "Finally, on the warehouse delivery form, under the :guilabel:`Detailed " "Operations` tab, confirm that the :guilabel:`Locations` in the " ":guilabel:`From` column for each product match the child locations that are " "tied to the virtual parent location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst-1 msgid "Delivery order with matching source and child locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:209 msgid "" "The :guilabel:`Source Location` on the warehouse delivery form, and the " ":guilabel:`Warehouse` under the :guilabel:`Other Info` tab on the sales " "order, **must** match for products in the sales order to be pulled from " "different warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:213 msgid "" "If the virtual warehouse is not in the :guilabel:`Source Location` field on " "the warehouse delivery form, retry product reservation by:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:216 msgid "" "Running the scheduler: turn on :ref:`developer mode `, and " "then go to :menuselection:`Inventory app --> Operations --> Run Scheduler`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:218 msgid "Clicking :guilabel:`Check Availability` on the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:219 msgid "" "If the virtual warehouse is **not** assigned to the :guilabel:`Warehouse` " "field on the sales order, then cancel it, and create a new sales order with " "the virtual warehouse set in the :guilabel:`Warehouse` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:222 msgid "" "If the :guilabel:`Warehouse` field is missing on the sales order form, then " "the multiple child warehouses may not have been set up correctly. Review the" " :ref:`previous section ` to ensure the correct " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:227 msgid "" "To use a virtual *parent* location as the default warehouse for sales " "orders, each salesperson should have the virtual warehouse assigned to them " "from the drop-down menu next to :guilabel:`Default Warehouse` on their " "employee form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/stock_warehouses.rst:0 msgid "Default warehouse location on employee form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:3 msgid "Storage categories" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:5 msgid "" "A *storage category* is used with :doc:`putaway rules `, as an " "extra location attribute to automatically propose optimal storage locations " "for products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:8 msgid "Follow these steps to complete the setup:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:10 msgid "" ":ref:`Enable the Storage Category feature `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:11 msgid "" ":ref:`Define a storage category ` with " "specific limitations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:12 msgid "" "Assign a :ref:`category to storage locations `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:13 msgid "" "Add the storage category as an attribute to a :ref:`putaway rule " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:17 msgid ":doc:`putaway`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:20 msgid "" "Assigning categories to storage locations tells Odoo these locations meet " "specific requirements, such as temperature or accessibility. Odoo then " "evaluates these locations, based on defined capacity, and recommends the " "best one on the warehouse transfer form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:28 msgid "" "To enable storage categories, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Then, in the :guilabel:`Warehouse` section, " "ensure the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` " "features are enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:32 msgid "" "Next, activate the :guilabel:`Storage Categories` feature. Finally, click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst-1 msgid "Show the Storage Categories feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:41 msgid "Define storage category" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:43 msgid "" "A storage category with specific limitations **must** be created first, " "before it is applied to locations, in order to decide the optimal storage " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:46 msgid "" "To create a storage category, go to :menuselection:`Inventory app --> " "Configuration --> Storage Categories`, and click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:49 msgid "" "On the storage category form, type a name for the category in the " ":guilabel:`Storage Category` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:52 msgid "" "Options are available to limit capacity by weight, product, and package " "type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:55 msgid "" "Weight limits can be combined with capacity by package or product (e.g. a " "maximum of one hundred products with a total weight of two hundred " "kilograms)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:58 msgid "" "While it is possible to limit capacity by product and package type at the " "same location, it may be more practical to store items in different amounts " "across various locations, as shown in this example of :ref:`capacity by " "package `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:62 msgid "" "The :guilabel:`Allow New Product` field defines when the location is " "considered available to store a product:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:65 msgid "" ":guilabel:`If location is empty`: a product can be added there only if the " "location is empty." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:66 msgid "" ":guilabel:`If products are the same`: a product can be added there only if " "the same product is already there." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:68 msgid "" ":guilabel:`Allow mixed products`: several different products can be stored " "in this location at the same time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:72 msgid "" "When clicked, the :guilabel:`Location` smart button shows which storage " "locations the category has been assigned to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:76 msgid "Capacity by weight" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:78 msgid "" "On a storage category form (:menuselection:`Inventory app --> Configuration " "--> Storage Categories`), set a maximum product weight in the :guilabel:`Max" " Weight` field. This limit applies to each location assigned this storage " "category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:83 msgid "Capacity by product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:85 msgid "" "In the :guilabel:`Capacity by Product` tab, click :guilabel:`Add a Line` to " "input items, and enter their capacities in the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:89 msgid "" "Ensure only a maximum of five `Large Cabinets` and two `Corner Desk Right " "Sit` are stored at a single storage location, by specifying those amounts in" " the :guilabel:`Capacity by Product` tab of a storage category form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:0 msgid "Show storage category limiting by product count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:100 msgid "Capacity by package" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:102 msgid "" "For companies using :doc:`packages " "<../../product_management/configure/package>`, it becomes possible to ensure" " real-time storage capacity checks, based on package types (e.g., crates, " "bins, boxes, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:107 msgid "" "Enable the :guilabel:`Packages` feature in :menuselection:`Inventory app -->" " Configuration --> Settings` to show the :guilabel:`Capacity by Package` " "tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:111 msgid "" "Create putaway rules for pallet-stored items, by creating the `High " "Frequency pallets` storage category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:114 msgid "" "In the :guilabel:`Capacity by Package` tab, specify the number of packages " "for the designated :guilabel:`Package Type`, and set a maximum of `2.00` " "`Pallets` for a specific location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:0 msgid "Create a storage category on the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:124 msgid "Assign to location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:126 msgid "" "Once the storage category is created, assign it to a location. Navigate to " "the location by going to :menuselection:`Inventory app --> Configuration -->" " Locations`, and select the desired location. Then, select the created " "category in the :guilabel:`Storage Category` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:131 msgid "" "Assign the `High Frequency pallets` storage category (which limits pallets " "stored at any location to two pallets) to the `WH/Stock/pallets/PAL 1` sub-" "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:0 msgid "" "When a Storage Category is created, it can be linked to a warehouse " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:141 msgid "Putaway rule" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:143 msgid "" "With the :ref:`storage category ` and " ":ref:`location ` set up, create the " ":doc:`putaway rule ` by navigating to :menuselection:`Inventory app" " --> Configuration --> Putaway Rules`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:147 msgid "" "Click the :guilabel:`Create` button to create the putaway rule. In the " ":guilabel:`Having Category` field of the new putaway rule form, select the " "storage category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:151 msgid "" "Continuing the example from above, the `High Frequency Pallets` storage " "category is assigned to the putaway rule directing pallets of lemonade to " "locations with the `High Frequency Pallets` storage category :ref:`assigned " "to them `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:0 msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:160 msgid "Use case: limit capacity by package" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:162 msgid "" "To limit the capacity of a storage location by a specific number of " "packages, :ref:`create a storage category with a Capacity By Package " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:165 msgid "" "Continuing the example from above, the `High Frequency Pallets` storage " "category is assigned to the `PAL1` and `PAL2` locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:168 msgid "" "Then, :ref:`putaway rules ` are set, so that " "any pallets received in the warehouse are directed to be stored in `PAL1` " "and `PAL2` locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:171 msgid "" "Depending on the number of pallets on-hand at each of the storage locations," " when one pallet of lemonade cans is received, the following scenarios " "happen:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:174 msgid "" "If `PAL1` and `PAL2` are empty, the pallet is redirected to " "`WH/Stock/Pallets/PAL1`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:175 msgid "" "If `PAL1` is full, the pallet is redirected to `WH/Stock/Pallets/PAL2`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:176 msgid "" "If `PAL1` and `PAL2` are full, the pallet is redirected to " "`WH/Stock/Pallets`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:5 msgid "Routes and push/pull rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:7 msgid "" "In inventory management, the supply chain strategy determines when products " "should be purchased/manufactured, delivered to distribution centers, and " "made available to the retail channel." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:11 msgid "" "In Odoo, a product's supply chain strategy can be configured using *Routes*," " which feature *Pull and Push Rules*. Once everything is properly " "configured, the Inventory app can automatically generate transfers following" " the configured push/pull rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:16 msgid "Inside the warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:18 msgid "" "In a generic warehouse, there are receiving docks, a quality control area, " "storage locations, picking and packing areas, and shipping docks. All " "products go through all these locations. As the products move through the " "locations, each location triggers the products' specified route and rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a generic warehouse with stock and quality control area." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:27 msgid "" "In this example, vendor trucks unload pallets of ordered products at the " "receiving docks. Operators then scan the products in the receiving area. " "Depending on the product's route and rules, some of these products are sent " "to a quality control area (for example, products that are components used in" " the manufacturing process), while others are directly stored in their " "respective locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a generic push to rule when receiving products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:36 msgid "" "Here is an example of a fulfillment route. In the morning, items are picked " "for all the orders that need to be prepared during the day. These items are " "picked from storage locations and moved to the picking area, close to where " "the orders are packed. Then, the orders are packed in their respective " "boxes, and conveyor belts bring them to the shipping docks, ready to be " "delivered to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a generic pull from rule when preparing deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:46 msgid "Pull rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:48 msgid "" "With *Pull Rules*, a demand for some products triggers procurements, while " "*Push Rules* are triggered by products arriving in a specific location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:51 msgid "" "Pull Rules are used to fulfill a sales order. Odoo generates a need at the " "*Customer Location* for each product in the order. Because pull rules are " "triggered by a need, Odoo looks for a pull rule defined on the *Customer " "Location*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:55 msgid "" "In this case, a \"delivery order\" pull rule that transfers products from " "the *Shipping Area* to the *Customer Location* is found, and a transfer " "between the two locations is created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:58 msgid "" "Then, Odoo finds another pull rule that tries to fulfill the need for the " "*Shipping Area*: the \"packing\" rule that transfers products from the " "*Packing Area* to the *Shipping Area*. Finally, other pull rules are " "triggered until a transfer between the *Stock* and the *Picking Area* is " "created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:64 msgid "" "All these product transfers are automatically generated by Odoo based on the" " pull rules, starting from the end (the customer location) and going " "backward (the stock warehouse). While working, the operator processes these " "transfers in the opposite order: first the picking, then the packing, and " "finally the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:70 msgid "Push rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:72 msgid "" "On the other hand, *Push Rules* are much easier to understand. Instead of " "generating documents based on needs, they are triggered in real time when " "products arrive in a specific location. Push rules basically say: \"when a " "product arrives at a specific location, move it to another location.\"" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:76 msgid "" "An example of a push rule would be: when a product arrives in the *Receipt " "Area*, move it to the *Storage Location*. As different push rules can be " "applied to different products, the user can assign different storage " "locations for different products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:80 msgid "" "Another push rule could be: when products arrive at a location, move them to" " the *Quality Control Area*. Then, once the quality check is done, move them" " to their *Storage Location*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:84 msgid "" "Push rules can only be triggered if there are no pull rules that have " "already generated the product transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:88 msgid "" "Sets of push/pull rules like those are called *Routes*. The grouping on the " "rule decides if products are grouped in the same transfer or not. For " "example, during the picking operation, all orders and their products are " "grouped in one transfer, whereas the packing operation respects the grouping" " per customer order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:96 msgid "Use routes and rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:98 msgid "" "Since *Routes* are a collection of *Push and Pull Rules*, Odoo helps you " "manage advanced route configurations such as:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:101 msgid "Manage product manufacturing chains." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:102 msgid "Manage default locations per product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:103 msgid "" "Define routes within the stock warehouse according to business needs, such " "as quality control, after-sales services, or supplier returns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:105 msgid "" "Help rental management by generating automated return moves for rented " "products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:107 msgid "" "To configure a route for a product, first, open the :guilabel:`Inventory` " "application and go to :menuselection:`Configuration --> Settings`. Then, in " "the :guilabel:`Warehouse` section, enable the :guilabel:`Multi-Step Routes` " "feature and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "Activate the Multi-Step Routes feature in Odoo Inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:116 msgid "" "The :guilabel:`Storage Locations` feature is automatically activated with " "the :guilabel:`Multi-Step Routes` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:119 msgid "" "Once this first step is completed, the user can use pre-configured routes " "that come with Odoo, or they can create custom routes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:123 msgid "Pre-configured routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:125 msgid "" "To access Odoo's pre-configured routes, go to :menuselection:`Inventory --> " "Configuration --> Warehouses`. Then, open a warehouse form. In the " ":guilabel:`Warehouse Configuration` tab, the user can view the warehouse's " "pre-configured routes for :guilabel:`Incoming Shipments` and " ":guilabel:`Outgoing Shipments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "A pre-configured warehouse in Odoo Inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:134 msgid "" "Some more advanced routes, such as pick-pack-ship, are also available. The " "user can select the route that best fits their business needs. Once the " ":guilabel:`Incoming Shipments` and :guilabel:`Outgoing Shipments` routes are" " set, head to :menuselection:`Inventory --> Configuration --> Routes` to see" " the specific routes that Odoo generated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of all the preconfigured routes Odoo offers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:143 msgid "" "On the :guilabel:`Routes` page, click on a route to open the route form. In " "the route form, the user can view which places the route is " ":guilabel:`Applicable On`. The user can also set the route to only apply on " "a specific :guilabel:`Company`. This is useful for multi-company " "environments; for example, a user can have a company and warehouse in " "Country A and a second company and warehouse in Country B." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "View of a route example applicable on product categories and warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:153 msgid "" "At the bottom of the route form, the user can view the specific " ":guilabel:`Rules` for the route. Each :guilabel:`Rule` has an " ":guilabel:`Action`, a :guilabel:`Source Location`, and a " ":guilabel:`Destination Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "An example of rules with push & pull actions in Odoo Inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:162 msgid "Custom Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:164 msgid "" "To create a custom route, go to :menuselection:`Inventory --> Configuration " "--> Routes`, and click on :guilabel:`Create`. Next, choose the places where " "this route can be selected. A route can be applicable on a combination of " "places." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a pick-pack-ship route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:172 msgid "" "Each place has a different behavior, so it is important to tick only the " "useful ones and adapt each route accordingly. Then, configure the " ":guilabel:`Rules` of the route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:175 msgid "" "If the route is applicable on a product category, the route still needs to " "be manually set on the product category form by going to " ":menuselection:`Inventory --> Configuration --> Product Categories`. Then, " "select the product category and open the form. Next, click :guilabel:`Edit` " "and under the :guilabel:`Logistics` section, set the :guilabel:`Routes`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:180 msgid "" "When applying the route on a product category, all the rules configured in " "the route are applied to **every** product in the category. This can be " "helpful if the business uses the dropshipping process for all the products " "from the same category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a route applied to the \"all\" product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:188 msgid "" "The same behavior applies to the warehouses. If the route can apply to " ":guilabel:`Warehouses`, all the transfers occurring inside the chosen " "warehouse that meet the conditions of the route's rules will then follow " "that route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "View of the warehouse drop-down menu when selecting applicable on warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:196 msgid "" "If the route is applicable on :guilabel:`Sales Order Lines`, it is more or " "less the opposite. The route must be manually chosen when creating a " "quotation. This is useful if some products go through different routes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:200 msgid "" "Remember to toggle the visibility of the :guilabel:`Route` column on the " "quotation/sales order. Then, the route can be chosen on each line of the " "quotation/sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of the menu allowing to add new lines to sales orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:207 msgid "" "Finally, there are routes that can be applied to products. Those work more " "or less like the product categories: once selected, the route must be " "manually set on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:210 msgid "" "To set a route on a product, go to :menuselection:`Inventory --> Products " "--> Products` and select the desired product. Then, go to the " ":guilabel:`Inventory` tab and under the :guilabel:`Operations` section, " "select the :guilabel:`Routes`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of a product form, where the route must be selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:219 msgid "Rules must be set on the route in order for the route to work." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:222 msgid "Rules" msgstr "Reguły" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:224 msgid "" "The rules are defined on the route form. First, go to " ":menuselection:`Inventory --> Configuration --> Routes` and open the desired" " route form. Next, click :guilabel:`Edit` and in the :guilabel:`Rules` " "section, click on :guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of the rules menu, where it is possible to add new rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:232 msgid "" "The available rules trigger various actions. If Odoo offers *Push* and " "*Pull* rules, others are also available. Each rule has an " ":guilabel:`Action`:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:235 msgid "" ":guilabel:`Pull From`: this rule is triggered by a need for the product in a" " specific location. The need can come from a sales order being validated or " "from a manufacturing order requiring a specific component. When the need " "appears in the destination location, Odoo generates a picking to fulfill " "this need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:239 msgid "" ":guilabel:`Push To`: this rule is triggered by the arrival of some products " "in the defined source location. In the case of the user moving products to " "the source location, Odoo generates a picking to move those products to the " "destination location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:242 msgid "" ":guilabel:`Pull & Push`: this rule allows the generation of pickings in the " "two situations explained above. This means that when products are required " "at a specific location, a transfer is created from the previous location to " "fulfill that need. This creates a need in the previous location and a rule " "is triggered to fulfill it. Once the second need is fulfilled, the products " "are pushed to the destination location and all the needs are fulfilled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:247 msgid "" ":guilabel:`Buy`: when products are needed at the destination location, a " "request for quotation is created to fulfill the need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:249 msgid "" ":guilabel:`Manufacture`: when products are needed in the source location, a " "manufacturing order is created to fulfill the need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "Overview of a \"Pull From\" rule that creates a transfer between the stock and the packing\n" "zone." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:257 msgid "" "The :guilabel:`Operation Type` must also be defined on the rule. This " "defines which kind of picking is created from the rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:260 msgid "" "If the rule's :guilabel:`Action` is set to :guilabel:`Pull From` or " ":guilabel:`Pull & Push`, a :guilabel:`Supply Method` must be set. The " ":guilabel:`Supply Method` defines what happens at the source location:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:264 msgid "" ":guilabel:`Take From Stock`: the products are taken from the available stock" " of the source location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:266 msgid "" ":guilabel:`Trigger Another Rule`: the system tries to find a stock rule to " "bring the products to the source location. The available stock is ignored." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:268 msgid "" ":guilabel:`Take From Stock, if Unavailable, Trigger Another Rule`: the " "products are taken from the available stock of the source location. If there" " is no stock available, the system tries to find a rule to bring the " "products to the source location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:273 msgid "Example flow" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:275 msgid "" "In this example, let's use a custom *Pick - Pack - Ship* route to try a full" " flow with an advanced custom route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:278 msgid "" "First, a quick look at the route's rules and their supply methods. There are" " three rules, all :guilabel:`Pull From` rules. The :guilabel:`Supply " "Methods` for each rule are the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:281 msgid "" ":guilabel:`Take From Stock`: When products are needed in the " ":guilabel:`WH/Packing Zone`, *picks* (internal transfers from " ":guilabel:`WH/Stock` to :guilabel:`WH/Packing Zone`) are created from " ":guilabel:`WH/Stock` to fulfill the need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:284 msgid "" ":guilabel:`Trigger Another Rule`: When products are needed in " ":guilabel:`WH/Output`, *packs* (internal transfers from " ":guilabel:`WH/Packing Zone` to :guilabel:`WH/Output`) are created from " ":guilabel:`WH/Packing Zone` to fulfill the need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:287 msgid "" ":guilabel:`Trigger Another Rule`: When products are needed in " ":guilabel:`Partner Locations/Customers`, *delivery orders* are created from " ":guilabel:`WH/Output` to fulfill the need." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "Overview of all the transfers created by the pick - pack - ship route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:295 msgid "" "This means that, when a customer orders products that have a *pick - pack - " "ship* route set on it, a delivery order is created to fulfill the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of the operations created by a pull from transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:303 msgid "" "If the source document for multiple tranfers is the same sales order, the " "status is not the same. The status will be :guilabel:`Waiting Another " "Operation` if the previous transfer in the list is not done yet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "View of the transfers' various statuses at the beginning of the process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:311 msgid "" "To prepare the delivery order, packed products are needed at the output " "area, so an internal transfer is requested from the packing zone." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "View of the detailed operations for a transfer between the packing and " "output zones." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:318 msgid "" "Obviously, the packing zone needs products ready to be packed. So, an " "internal transfer is requested to the stock and employees can gather the " "required products from the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "" "View of the detailed operations for a transfer between the stock and packing" " zones." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:325 msgid "" "As explained in the introduction of the documentation, the last step in the " "process (for this route, the delivery order) is the first to be triggered, " "which then triggers other rules until we reach the first step in the process" " (here, the internal transfer from the stock to the packing area). Now, " "everything is ready to be processed so the customer can get the ordered " "items." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:330 msgid "" "In this example, the product is delivered to the customer when all the rules" " have been triggered and the transfers are done." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst-1 msgid "View of the transfers' statuses when the route is completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods.rst:5 msgid "Picking methods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:3 msgid "Batch picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:7 msgid "" "*Batch picking* enables a single picker to handle multiple orders at once, " "reducing the time needed to navigate to the same location in a warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:10 msgid "" "When picking in batches, orders are grouped and consolidated into a picking " "list. After the picking, the batch is taken to an output location, where the" " products are sorted into their respective delivery packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:15 msgid "" ":ref:`Use Barcode app for pickings `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:17 msgid "" "Since orders *must* be sorted at the output location after being picked, " "this picking method suits businesses with a few products that are ordered " "often. Storing high-demand items in easily accessible locations can increase" " the number of orders that are fulfilled efficiently." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:24 msgid "" "To activate the batch picking option, begin by going to " ":menuselection:`Inventory app --> Configuration --> Settings`. Under the " ":guilabel:`Operations` section, check the :guilabel:`Batch Transfers` box." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "Enable the *Batch Transfers* in Inventory > Configuration > Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:32 msgid "" "Since batch picking is a method to optimize the *pick* operation in Odoo, " "the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options " "under the :guilabel:`Warehouse` heading must also be checked on this " "settings page. When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst-1 msgid "" "Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration" " > Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:40 msgid "" "Lastly, enable the warehouse picking feature, by navigating to the warehouse" " settings page, which is accessible from :menuselection:`Inventory app --> " "Configuration --> Warehouses`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:43 msgid "" "From here, select the desired warehouse from the list. Then, from the radio " "options available for :guilabel:`Outgoing Shipments`, select either the " ":guilabel:`Send goods in output and then deliver (2 steps)` or " ":guilabel:`Pack goods, send goods in output and then deliver (3 steps)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:48 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:128 msgid "" ":doc:`Delivery in two steps " "<../daily_operations/receipts_delivery_two_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:49 msgid ":doc:`../daily_operations/delivery_three_steps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "Set up 2-step or 3-step outgoing shipments." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:56 msgid "Create batch transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:58 msgid "" "Manually create batch transfers directly from the :menuselection:`Inventory " "app --> Operations --> Batch Transfers` page. Click the :guilabel:`New` " "button to begin creating a batch transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:61 msgid "On the batch transfer form, fill the following fields out accordingly:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:63 msgid "" ":guilabel:`Responsible`: employee assigned to the picking. Leave this field " "blank if *any* worker can fulfill this picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:65 msgid "" ":guilabel:`Operation Type`: from the drop-down menu, select the operation " "type under which the picking is categorized." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:67 msgid "" ":guilabel:`Scheduled Date`: specifies the date by which the " ":guilabel:`Responsible` person should complete the transfer to the output " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:70 msgid "" "Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to " "open the :guilabel:`Add: Transfers` window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:73 msgid "" "If the :guilabel:`Operation Type` field was filled, the list will filter " "transfer records matching the selected :guilabel:`Operation Type`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:76 msgid "Click the :guilabel:`New` button to create a new transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:78 msgid "" "Once the transfer records are selected, click :guilabel:`Confirm` to confirm" " the batch picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:81 msgid "" "A new batch transfer assigned to the :guilabel:`Responsible`, `Joel Willis`," " for the `Pick` :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` " "is set to `August 11`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "View of *Batch Transfers* form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:88 msgid "" "Clicking the :guilabel:`Add a line` button opens the " ":guilabel:`Add:Transfers` window, displaying only pickings. This is because " "the :guilabel:`Operation Type` was set to `Pick` on the batch transfer form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:92 msgid "" "Click the checkbox to the left of the transfers, `WH/PICK/00001` and " "`WH/PICK/00002`, to include them in the new transfer. Then, click the " ":guilabel:`Select` button to close the :guilabel:`Add:Transfers` window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "Select multiple transfers from the *Add:Transfers* window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:103 msgid "Add batch from transfers list" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:105 msgid "" "Another method of creating batch transfers is available using the " ":guilabel:`Add to batch` option in a list. Navigate to the " ":menuselection:`Inventory app --> Operations` drop-down menu, and select any" " of the :guilabel:`Transfers` to open a filtered list of transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "" "Show all transfer types in a drop-down menu: Receipts, Deliveries, Internal Transfers,\n" "Manufacturings, Batch Transfers, Dropships." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:114 msgid "" "On the transfers list, select the checkbox to the left of the selected " "transfers to add in a batch. Next, navigate to the :guilabel:`Actions ⚙️ " "(gear)` button, and click :guilabel:`Add to batch` from the resulting drop-" "down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Use *Add to batch* button, from the *Action* button's list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:122 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:148 msgid "" "Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the " "employee :guilabel:`Responsible` for the picking can be assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:125 msgid "" "Choose from the two radio options to add to :guilabel:`an existing batch " "transfer` or create :guilabel:`a new batch transfer`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:128 msgid "To begin with a draft, select the :guilabel:`Draft` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:130 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:157 msgid "Conclude the process by clicking :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst-1 msgid "Show *Add to batch* window to create a batch transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:137 msgid "Process batch transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:139 msgid "" "Handle batch transfers in the :menuselection:`Inventory app --> Operations " "--> Batch Transfers` page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:142 msgid "" "From here, select the intended transfer from the list. Then, on the batch " "transfer form, input the :guilabel:`Done` quantities for each product, under" " the :guilabel:`Detailed Operations` tab. Finally, select " ":guilabel:`Validate` to complete the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:147 msgid "" "Be certain the batch transfer is complete when the :guilabel:`Validate` " "button is highlighted in purple. If the :guilabel:`Check Availability` " "button is highlighted instead, that means there are items in the batch that " "are currently *not* available in-stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:154 msgid "" "In a batch transfer involving products from pickings, `WH/PICK/00001` and " "`WH/PICK/00002`, the :guilabel:`Detailed Operations` tab shows that the " "product, `Cabinet with Doors`, has been picked because the :guilabel:`Done` " "column matches the value in the :guilabel:`Reserved` column. However, `0.00`" " quantities have been picked for the other product, `Cable Management Box`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "" "Show batch transfer of products from two pickings in the *Detailed " "Operations* tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:163 msgid "" "Only in-stock products are visible in the :guilabel:`Detailed Operations` " "tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:165 msgid "" "To view the complete product list, switch to the :guilabel:`Operations` tab." " On this list, the :guilabel:`Demand` column indicates the required quantity" " for the order. The :guilabel:`Reserved` column shows the available stock to" " fulfill the order. Lastly, the :guilabel:`Done` column specifies the " "products that have been picked, and are ready for the next step." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:171 msgid "" "The product, `Desk Pad`, from the same batch as the :ref:`example above " "`, is only visible in the " ":guilabel:`Operations` tab because there are no :guilabel:`Reserved` " "quantities in-stock to fulfill the batch picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:175 msgid "" "Click the :guilabel:`Check Availability` button to search the stock again " "for available products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "Show unavailable reserved quantities in the *Operations* tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:182 msgid "Create backorder" msgstr "Utwórz zamówienie oczekujące" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:184 msgid "" "On the batch transfer form, if the :guilabel:`Done` quantity of the product " "is *less* than the :guilabel:`Reserved` quantity, a pop-up window appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:187 msgid "This pop-up window provides the option: :guilabel:`Create Backorder?`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:189 msgid "" "Clicking the :guilabel:`Create Backorder` button automatically creates a new" " batch transfer, containing the remaining products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:192 msgid "" "Click :guilabel:`No Backorder` to finish the picking *without* creating " "another batch picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:194 msgid "" "Click :guilabel:`Discard` to cancel the validation, and return to the batch " "transfer form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "Show the *Create Backorder* pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:203 msgid "Process batch transfer: Barcode app" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:205 msgid "" "Created batch transfers are also listed in the :menuselection:`Barcode` app," " accessible by selecting the :guilabel:`Batch Transfers` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:208 msgid "" "By default, confirmed batch pickings appear on the :guilabel:`Batch " "Transfers` page. On that page, click on the desired batch transfer to open " "the detailed list of products for the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "Show list of to-do batch transfers in *Barcode* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:215 msgid "" "For the chosen batch transfer, follow the instructions at the top of the " "page in the black background. Begin by scanning the product's barcode to " "record a single product for picking. To record multiple quantities, click " "the :guilabel:`✏️ (pencil)` icon, and enter the required quantities for the " "picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:221 msgid "" "Products from the same order are labeled with the same color on the left. " "Completed pickings are highlighted in green." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:225 msgid "" "In a batch transfer for 2 `Cabinet with Doors`, 3 `Acoustic Bloc Screens`, " "and 4 `Four Person Desks`, the `3/3` and `4/4` :guilabel:`Units` indicate " "that the last two product pickings are complete." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:229 msgid "" "`1/2` units of the `Cabinet with Doors` has already been picked, and after " "scanning the product barcode for the second cabinet, Odoo prompts the user " "to `Scan a serial number` to record the unique serial number for " ":ref:`product tracking `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "Display products to be picked in barcode view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:237 msgid "" "Once all the products have been picked, click on :guilabel:`Validate` to " "mark the batch transfer as :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:3 msgid "Cluster picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:10 msgid "" "Cluster picking is an advanced order fulfillment approach derived from " ":ref:`batch picking `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:13 msgid "" "In this strategy, pickers load a cart with multiple packages, each " "designated for a specific *sales order* (SO). Then, the picker travels to " "each storage location, and places the products directly in the package of " "the associated order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:17 msgid "" "This method is most efficient for medium-sized companies, with high order " "volumes, and relatively few unique products, since the method eliminates the" " need for sorting products into packages for customers after picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:21 msgid "" "However, cluster picking does have some disadvantages. For instance, urgent " "orders cannot be prioritized, and optimized batches must be manually created" " beforehand. As a result, the picking process can lead to bottlenecks." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:28 msgid "|SO| 1 calls for one apple and orange" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:29 msgid "|SO| 2 calls for one apple and banana" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:30 msgid "|SO| 3 calls for one apple, orange, and banana" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:32 msgid "" "Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:34 msgid "" "To pick products for three orders at once, the cart is loaded with three " "empty packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:36 msgid "" "Starting at Shelf A, the picker places apples into each package. Next, the " "picker navigates to Shelf B, and places oranges in the packages designated " "for |SO| 1 and |SO| 3. Finally, the picker pushes the cart to Shelf C, and " "loads packages for |SO| 2 and |SO| 3 with a banana, each." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:40 msgid "" "With the packages for all three |SOS| packed, the picker pushes the cart to " "the output location, where the packages are sealed and prepared for " "shipment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Show example of fulfilling sales orders 2 and 3 at once." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:50 msgid "" "To enable cluster picking, begin by navigating to :menuselection:`Inventory " "app --> Configuration --> Settings`. Under the :guilabel:`Operations` " "heading, activate the :guilabel:`Packages` and :guilabel:`Batch Transfers` " "options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst-1 msgid "Activate *Packages* and *Batch Transfers* features in the settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:58 msgid "" "Since batch picking is used to optimize the *pick* operation in Odoo, the " ":guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options, " "under the :guilabel:`Warehouse` heading, must also be checked on this " "settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:62 msgid "" "*Storage locations* allow products to be stored in specific locations they " "can be picked from, while *multi-step routes* enable the picking operation " "itself." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:65 msgid "When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:74 msgid "Packages setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:76 msgid "" "After the :guilabel:`Packages` feature is enabled, navigate to " ":menuselection:`Inventory app --> Products --> Packages`, and click the " ":guilabel:`New` button to create a new package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:79 msgid "" "On the new package form, the :guilabel:`Package Reference` is pre-filled " "with the next available `PACK` number in the system. :guilabel:`Pack Date` " "is automatically set to the creation date of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:83 msgid "Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:86 msgid ":doc:`Packages <../../product_management/configure/package>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:89 msgid "" "A package intended for cluster picking is named `CLUSTER-PACK-3` for easy " "identification. For this workflow, the products are directly packed using " "their intended shipping boxes, so :guilabel:`Package Use` is set to " ":guilabel:`Disposable Box`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Create new package form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:98 msgid "Create cluster batch" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:100 msgid "" "To see how cluster picking works in Odoo, navigate to the " ":menuselection:`Sales` app, and create |SOS| that will be fulfilled together" " in the same batch. After confirming an |SO|, the :guilabel:`Delivery` smart" " button becomes visible. Displayed inside the icon is a number representing " "the amount of steps in the outgoing shipment process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:106 msgid "" "Begin by creating three |SOS| for the apples, oranges, and bananas, as shown" " in the :ref:`example above `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:109 msgid "" "After confirming the |SO|, the :guilabel:`Delivery` smart button displays " "the number `2`, indicating there are two operations to complete: `Pick` and " "`Delivery`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Example sales order for an apple, orange, and banana." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:116 msgid "" "With the |SOS| created, orders now must be grouped into batches. To do so, " "navigate to the *Inventory* dashboard and select the operation type card, " ":guilabel:`Delivery Orders` or :guilabel:`Pick` (whichever is the first " "operation in the delivery flow)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:120 msgid "" "Doing so displays a filtered list of outgoing operations with the " ":guilabel:`Ready` status, indicating that all the products in the |SO| are " "in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:124 msgid "" "Cluster pick batches can be created for outgoing shipments in one, two, or " "three steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:127 msgid "" ":doc:`Delivery in one step <../daily_operations/receipts_delivery_one_step>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:129 msgid "" ":doc:`Delivery in three steps <../daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:131 msgid "" "Click the checkbox to the left of the corresponding outgoing operation to " "add them to the batch. With the desired pickings selected, click the " ":guilabel:`⚙️ Actions (gear)` button, and select the :guilabel:`Add to " "batch` option from the resulting drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:136 msgid "" "To create a cluster batch, as shown in the :ref:`example above " "`, in a warehouse configured with " "two-step outgoing shipments, the following pick operations are selected:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:140 msgid "`WH/PICK/00007`: linked to |SO| 88 for one apple and orange." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:141 msgid "`WH/PICK/00008`: linked to |SO| 89 for one apple and banana." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:142 msgid "`WH/PICK/00009`: linked to |SO| 90 for one apple, orange, and banana." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:151 msgid "" "Choose from the two options in the :guilabel:`Add to` field to either: add " "to :guilabel:`an existing batch transfer`, or create :guilabel:`a new batch " "transfer`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:154 msgid "" "To create draft batch pickings to be confirmed at a later date, select the " ":guilabel:`Draft` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:164 msgid "Process batches" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:166 msgid "" "To process batches, navigate to :menuselection:`Inventory app --> Operations" " --> Batch Transfers`. Click on a batch to select it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:169 msgid "" "In the :guilabel:`Detailed Operations` tab, products that are to be picked " "are grouped by location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:171 msgid "" "Under the :guilabel:`Source Package` or :guilabel:`Destination Package` " "field, enter the package used for the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:175 msgid "" "Use the :guilabel:`Source Package` field when the picking package is " "configured as *reusable* on the :ref:`package form `. This means the products are temporarily placed in a container " "during picking, before getting transferred to their final shipping box." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:179 msgid "" "Alternatively, use the :guilabel:`Destination Package` field when the " "product is directly placed in its *disposable* shipping box during picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:183 msgid "" "Process the cluster batch for the three orders of apples, oranges, and " "bananas :ref:`example ` by assigning" " each picking to a dedicated package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:186 msgid "" "At the storage location for apples, `WH/Stock/Shelf A`, assign the apples in" " all three pickings to one of the three disposable packages, `CLUSTER-" "PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:189 msgid "" "Record this in Odoo using the :guilabel:`Destination Package` field in the " ":guilabel:`Detailed Operations` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Example of processing cluster pickings in *Inventory*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:197 msgid "In Barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:199 msgid "" "To process cluster pickings directly from the *Barcode* app, select the " ":guilabel:`Batch Transfers` button from the *Barcode* dashboard. Then, " "select the desired batch." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:202 msgid "" "On the batch transfer screen, the products in the picking are grouped by " "location, and each line is color-coded to associate products in the same " "picking together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:205 msgid "" "Then, follow the prompt to :guilabel:`Scan the source location` barcode for " "the storage location of the first product. Then, scan the barcode for the " "product and package to process the transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:208 msgid "" "Repeat this for all products, and click the :guilabel:`Validate` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:211 msgid "" "To find the package barcode, navigate to :menuselection:`Inventory app --> " "Products --> Packages`, select the desired package, click the :guilabel:`⚙️ " "(gear)` icon at the top of the package form, and select the " ":guilabel:`Print` option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:215 msgid "" "Next, select one of the three print options to generate the package barcode " "from the :guilabel:`Package Reference` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Display where the package barcode can be generated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:223 msgid "" "Begin processing the cluster picking by going to the first storage location," " `Shelf A`, and scanning the :ref:`location barcode " "`. Doing so highlights all the pickings that need " "products from this particular location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:227 msgid "" "Scan the barcode for the apple, which highlights the picking (labeled in " "red) for the product `Apple`, for the picking, `WH/PICK/00007`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:230 msgid "" "Then, scan the `CLUSTER-PACK-1` package barcode, and place the product in " "the designated package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Example of cluster batch from the *Barcode* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:237 msgid "" "After creating a batch transfer and assigning a package to a picking, Odoo " "suggests the specified package by displaying the name *in italics* under the" " product name, ensuring pickers place products into the correct boxes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:3 msgid "Process wave transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:5 msgid "" "While a batch transfer is a group of several pickings, a **wave transfer** " "only contains some parts of different pickings. Both methods are used to " "pick orders in a warehouse, and depending on the situation, one method may " "be a better fit than the other." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:9 msgid "" "To handle orders of a specific product category, or fetch products that are " "at the same location, wave transfers are the ideal method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:12 msgid "" "In Odoo, wave transfers are actually batch transfers with an extra step: " "transfers are split before being grouped in a batch." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:18 msgid "" "Before a wave transfer can be created, the :guilabel:`Batch Transfers` and " ":guilabel:`Wave Transfers` options must be activated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:21 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings`. In " "the :guilabel:`Operations` section, enable :guilabel:`Batch Transfers` and " ":guilabel:`Wave Transfers`. Then, click :guilabel:`Save` to apply the " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst-1 msgid "" "View of Odoo Inventory app settings to enable the wave transfers option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:30 msgid "Add products to a wave" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:32 msgid "" "Now that the settings are activated, start a wave transfer by adding " "products to a wave." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:34 msgid "" "Wave transfers can only contain product lines from transfers of the same " "operation type. To view all the transfers and product lines in a specific " "operation, first go to the :guilabel:`Inventory` dashboard and locate the " "desired operation type's card. Then, open the options menu (the three dots " "icon in the corner of the operation type's card) and click " ":guilabel:`Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst-1 msgid "How to get an operation type's list of operations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:43 msgid "" "On the operations page, select the product lines you want to add in a new or" " existing wave. Then, click :guilabel:`Add to Wave`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst-1 msgid "Select lines to add to the wave." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:51 msgid "" "Use the :guilabel:`Filters` in the search bar to group lines with the same " "product, location, carrier, etc..." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:54 msgid "After that, a pop-up box appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:56 msgid "" "To add the selected lines to an existing wave transfer, select the " ":guilabel:`an existing wave transfer` option and select the existing wave " "transfer from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:59 msgid "" "To create a new wave transfer, select the :guilabel:`a new wave transfer` " "option. If creating a new wave transfer, an employee can also be set in the " "optional :guilabel:`Responsible` field. Once the desired options are " "selected, click :guilabel:`Confirm` to add the product lines to a wave." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:64 msgid "View wave transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:66 msgid "" "To view all wave transfers and their statuses, go to " ":menuselection:`Inventory --> Operations --> Wave Transfers`. Wave transfers" " can also be viewed in the :guilabel:`Barcode` app by going to " ":menuselection:`Barcode --> Batch Transfers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:3 msgid "Removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:5 msgid "" "For companies with warehouses, **removal strategies** determine which " "products are taken from the warehouse, and when. Removal strategies are " "typically defined for specific picking operations. This helps companies to " "select the best products, optimize the distance workers need to travel when " "picking items for orders, and account for quality control, such as moving " "products with expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:11 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " "the best products to optimize the distance for the worker, for quality " "control purposes, or to first move the products with the closest expiration " "date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:15 msgid "" "When a product needs to be moved, Odoo finds available products that can be " "assigned to the transfer. The way Odoo assigns these products depends on the" " :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " "Category` or the :guilabel:`Location` dashboards." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:19 msgid "" "To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " "app --> Configuration --> Locations` or :menuselection:`Product Categories`." " Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " "click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" " Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " "drop-down menu and selecting the desired removal strategy. After selecting " "the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "Change the Force Removal Strategy for either the Product Categories or " "Locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:31 msgid "What happens inside the warehouse?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:33 msgid "" "Most warehouses share the same important areas: receiving docks and sorting " "areas, storage locations, picking and packing areas, and shipping/loading " "docks. While all products entering or leaving the warehouse might go through" " each of these locations at some point, removal strategies can have an " "effect on which products are taken, from where, and when." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:38 msgid "" "In this example below, vendor trucks unload pallets of goods at the " "receiving docks. Then, operators scan the products in the receiving area, " "with the reception date and expiration date. After that, products are stored" " in their respective storage locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:43 msgid "" "Not all products have expiration dates, but in this example, expiration " "dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Products entering stock via the receiving area." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:49 msgid "" "In Odoo, receive products by navigating to the :menuselection:`Inventory` " "application, and in the kanban view, click on either the " ":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " ":guilabel:`Receipts` dashboard, find and click on the individual receipt " "which will open the warehouse intake form. Click :guilabel:`Edit`, and then " "enter the received quantity in the :guilabel:`Done` column. To finish, " ":guilabel:`Validate` to receive the products and register them in the Odoo " "database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:57 msgid "" "Receiving products can also be done within the Odoo *Barcode* application. " "If using the *Barcode* app, scan the product(s), update the quantity, and " "finally, click :guilabel:`Validate`. After products are received in Odoo, " "the products can then be moved to their respective storage locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:62 msgid "" "Continuing with the same example, below, imagine several sales orders are " "made for the products received earlier, that use expiration dates. In this " "example, the products weren't received on the same day, and they don't have " "the same expiration date. In this situation, logically, sending products " "with the closest expiration date is preferred, instead of products received " "first or last. Using the chosen removal strategy configured for those " "products (in this example, :ref:`FEFO `), Odoo generates a " "transfer for the products with the soonest expiration date to the picking " "area, then the packing area, and finally, to the shipping docks for delivery" " to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:77 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " "transfer form. To learn more about picking and shipping, refer to either the" " :doc:`Two-step delivery " "<../shipping_receiving/daily_operations/receipts_delivery_two_steps>` or " ":doc:`Three-step delivery " "<../shipping_receiving/daily_operations/delivery_three_steps>` " "documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:83 msgid "How each removal strategy works" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:85 msgid "" "Removal strategies determine which products are taken from the warehouse " "when orders are confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:88 msgid "First In, First Out (FIFO)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:90 msgid "" "When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " "product triggers a removal rule, which requests a transfer for the " "lot/serial number that entered the stock first (and therefore, has been in " "stock for the longest time)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:94 msgid "" "For example, imagine there are three lots of nails in the warehouse, and " "have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " "five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:97 msgid "" "Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " "`00003` on June 1. A customer orders six boxes on June 11." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:100 msgid "" "Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " "request will pick the five boxes from lot `00001` first, and then from the " "boxes in lot `00002`, since lot `00001` entered the stock first. The box " "from lot `00002` is taken next because it has the oldest receipt date after " "lot `00001`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:110 msgid "Last In, First Out (LIFO)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:112 msgid "" "Similar to the :abbr:`FIFO (First In, First Out)` method, the " ":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " "on the date they entered a warehouse's stock. Instead of removing the oldest" " stock on-hand, however, it targets the **newest** stock on-hand for " "removal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:116 msgid "" "Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " "method is placed, a transfer is created for the lot/serial number that has " "most recently entered the stock (the **last** lot/serial number that entered" " the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:121 msgid "" "In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" " banned, since it can potentially result in old, expired, or obsolete " "products being delivered to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:124 msgid "" "For example, imagine there are three lots of boxes of screws in the " "warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " "`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:127 msgid "" "Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " "`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:130 msgid "" "Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " "requested for seven boxes of screws from lot `10003` because that lot is the" " last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "The detailed operations shows which lots are being selected for the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:138 msgid "First Expired, First Out (FEFO)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:140 msgid "" "While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" " Out)` methods target products for removal based on date of entry into the " "warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " "products for removal based on their assigned expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:144 msgid "" "Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " "sales order that includes products with this removal strategy assigned " "ensures that transfers are requested for products with the expiration date " "soonest to the order date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:148 msgid "" "As an example, imagine there are three lots of six-egg boxes. Those three " "lots have the following lot numbers: `20001`, `20002`, and `20003`, each " "with five boxes in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:151 msgid "" "Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " "entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " "and expires on July 21. A customer orders six boxes on July 5." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:155 msgid "" "Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " "requested for the five boxes from lot `20002` and one from lot `20001`. All " "the boxes in lot `20002` are transferred because they have the earliest " "expiration date. The transfer also requests one box from lot `20001` because" " it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:165 msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:167 msgid "" "To differentiate some units of products from others, the units need to be " "tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " "so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " "activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " "and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " "save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid ":alt: Traceability settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid ":alt: Warehouse settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:181 msgid "" "To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " ":guilabel:`Expiration Dates` setting needs to be activated as well. To " "enable this, go to :menuselection:`Inventory app --> Configuration --> " "Settings`, scroll down to the :guilabel:`Traceability` section, and click " "the checkbox next to :guilabel:`Expiration Dates`. Remember to click " ":guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:187 msgid "" "Now, specific removal strategies can be defined on product categories. To do" " this, go to :menuselection:`Inventory app --> Configuration --> Product " "Categories`, and choose a product category to define the removal strategy " "on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:192 msgid "" "The *First Expired, First Out* (FEFO) strategy is a bit different from the " "other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " "the expiration date is important, not the date the product entered the " "stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:196 msgid "" "For example, imagine there are three lots of six-egg boxes (in this specific" " case, don't forget to use :doc:`units of measure " "<../product_management/configure/uom>`). Those three lots have the following" " numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " "with five boxes in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:201 msgid "" ":guilabel:`20001` entered the stock on the 1st of July and expires on the " "15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " "of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" " July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " "(First Expired, First Out)` strategy selected, a transfer is requested for " "the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " "transfer for all the boxes in lot :guilabel:`20002` is because they have the" " closest expiration date. The transfer also requests one box from " ":guilabel:`20001` because has the next closest expiration date after lot " ":guilabel:`20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:210 msgid "" "Basically, for every sales order of a product with the :abbr:`FEFO (First " "Expired, First Out)` strategy, a transfer is requested for the product that " "has the nearest expiration date from the order date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:215 msgid "Closest Location" msgstr "Najbliższa lokacja" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:217 msgid "" "The *Closest Location* strategy is completely different from the other " "removal strategies. It is not related to the date of entry in the warehouse," " but rather the location of the product. It is commonly used for products " "that do not deteriorate with time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:221 msgid "" "The aim is to avoid making the warehouse worker take a long journey to the " "bottom of the stock when the product is also located at a near location. " "This method is only available if the :guilabel:`Storage Locations` setting " "is on. The closest location is actually the one that comes first in the " "alphabetic order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:227 msgid "Use removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:229 msgid "" "To differentiate some units from others, the units need to be tracked, " "either by *lot* or by *serial number*. To do so, go to " ":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " "the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " ":guilabel:`Lots & Serial Numbers` settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Removal strategy on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:238 msgid "" "To view all products with lots/serial numbers assigned to them, navigate to " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " "reveals a page with drop-down menus of all products assigned lots or serial " "numbers, filtered by *product* by default. To change the category these " "products are filtered by, click :guilabel:`Product` (in the search bar, in " "the top right of the page) to remove the default filter, and select a new " "filter if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" "numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:249 msgid "" "To view the serial numbers being selected for a sales order, go to the " ":guilabel:`Sales app` and select the sales order in question. In the sales " "order, click the :guilabel:`Delivery` smart button in the top right. In the " ":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " "icon in the far right for the product in question. The :guilabel:`Detailed " "Operations` window appears, and displays the lot or serial numbers selected " "for that specific product for the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:257 msgid "FIFO (First In, First Out)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:259 msgid "" "The :abbr:`FIFO (First In, First Out)` removal strategy implies that " "products which enter a warehouse's stock first are removed first. Companies " "should use this method if they are selling products with short demand " "cycles, such as clothes, to ensure they are not stuck with outdated styles " "in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:264 msgid "" "In this example, there are three lots of white shirts. The shirts are from " "the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " "the :guilabel:`Inventory Valuation Report`, the three different receipts are" " listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "View of the lots of white shirts in the inventory valuation report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:272 msgid "" "Lot `000001` contains five shirts, lot `000002` contains three shirts, and " "lot `000003` contains two shirts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:275 msgid "" "To see the removal strategy in action, go to the :menuselection:`Sales app` " "and click :guilabel:`Create` to create a sales order. Next, select a " ":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " "product` in the :guilabel:`Order Lines` tab. Select a product (for this " "example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " "the name of the product in the field. Enter a quantity (for this example, " "`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" " click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:282 msgid "" "Once the sales order is confirmed, the delivery order will be created and " "linked to the picking, and the oldest lot numbers will be reserved thanks to" " the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " "`000001` and one shirt from lot `000002` will be selected to be sent to the " "customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:292 msgid "LIFO (Last In, First Out)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:294 msgid "" "The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " "**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " "With this method, the products that are received **last** are moved out " "first. This method is mostly used for products without a shelf life, and no " "time-sensitive factors, such as expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:299 msgid "" "In this example, there are three lots of cinder blocks. The blocks are from " "the *All/Building Materials* category, where *FIFO* is set as the removal " "strategy. In the :guilabel:`Inventory Valuation Report`, the three different" " receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:307 msgid "" "Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" " blocks, and lot `0000400` contains four cinder blocks." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:310 msgid "" "To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " "navigate to :menuselection:`Inventory app --> Configuration --> Product " "Categories`, and select a product category (for this example, the " ":guilabel:`All/Building Materials` category) to edit. This reveals a product" " category form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:315 msgid "" "Once on the product category form, under the :guilabel:`Logistics` section, " "change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " "Out (LIFO)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Last in first out (LIFO) strategy set up as forced removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:322 msgid "" "To see the removal strategy in action, go to the :menuselection:`Sales app` " "and click :guilabel:`Create` to create a sales order. Next, select a " ":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " "product` in the :guilabel:`Order Lines` tab. Select a product (for this " "example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " "the name of the product in the field. Enter a quantity (for this example, " "`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" " click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:329 msgid "" "Once the sales order is confirmed, the delivery order will be created and " "linked to the picking, and the newest lot numbers will be reserved thanks to" " the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" " lot `0000400` and one cinder block from lot `000030` will be selected to be" " sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:341 msgid "FEFO (First Expired, First Out)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:343 msgid "" "The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " "the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" " strategies, because it targets products for removal based on **expiration " "dates** instead of their warehouse receipt dates. With this method, the " "products that are going to expire first are moved out first. This method is " "used for perishable products, such as medicine, food, and beauty products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:349 msgid "" "Lots are picked based on their **removal date** from earliest to latest. " "Removal dates indicate how many days *before* the expiration date the " "product needs to be removed from stock. The removal date is set on the " "product form. Lots without a removal date defined are picked after lots with" " removal dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:355 msgid "" "If products are not removed from stock when they should be, lots that are " "past the expiration date may still be picked for delivery orders!" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:359 msgid ":doc:`../product_management/product_tracking/expiration_dates`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:361 msgid "" "First, go to :menuselection:`Inventory app --> Configuration --> Settings` " "and ensure :guilabel:`Expiration Dates` is enabled. Once the " ":guilabel:`Expiration Dates` setting is enabled, it's possible to define " "different expiration dates for individual serialized products, as well as " "for lot numbers containing many products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:366 msgid "" "In this example, there are three lots of hand cream. The creams are from the" " *All/Health & Beauty* category, where *FEFO* is set as the removal " "strategy. In the :guilabel:`Inventory Valuation Report`, the three different" " receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:370 msgid "" "Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " "`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" " `0000003` contains ten tubes of hand cream, expiring on October 31." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "" "View the hand cream lot numbers and expiration dates in the inventory " "report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:378 msgid "" "Expiration dates can be entered when validating the received products, or " "set on products by going to :menuselection:`Inventory app --> Products --> " "Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" " select the product from the drop-down menu. Next, select the expiration " "date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "View of the removal date for 0000001." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:387 msgid "" "To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" " navigate to :menuselection:`Inventory app --> Configuration --> Product " "Categories`, and select a product category (in this example, the " ":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " "category form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:392 msgid "" "Once on the product category form, under the :guilabel:`Logistics` section, " "change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," " First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "FEFO forced removal strategy set on the product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:399 msgid "" "Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " "create a sales order. Next, select a :guilabel:`Customer` from the drop-down" " menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " "tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " "the drop-down menu, or type in the name of the product in the field. Enter a" " quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" " click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:406 msgid "" "Once the sales order is confirmed, the delivery order will be created and " "linked to the picking, and the lot numbers expiring first will be reserved " "thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " "tubes of hand cream from lot `0000001` and five from lot `0000003` will be " "selected to be sent to the customer, detailed in the :guilabel:`Detailed " "Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:6 msgid "Delivery methods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:8 msgid "" "When activated in Odoo, the *Delivery Methods* setting adds the option of " "calculating the cost of shipping on sales orders and e-commerce shopping " "carts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:11 msgid "" "When integrated with a :ref:`third-party carrier " "`, shipping prices are calculated based on " "the carrier's pricing and packaging information." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:15 msgid "" ":ref:`Third-party shipping carrier setup `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:16 msgid "" "`Odoo Tutorials: Delivery Prices " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:22 msgid "" "To calculate shipping on sales orders and e-commerce, the *Delivery Costs* " "module must be installed. To do so, navigate to the :menuselection:`Apps` " "application from the main Odoo dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:25 msgid "" "Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in " "the :guilabel:`Search...` bar. After finding the :guilabel:`Delivery Costs` " "module, click :guilabel:`Activate` to install it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst-1 msgid "Install the Delivery Costs module." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:33 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:28 msgid "Add shipping method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:35 msgid "" "To configure delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Shipping Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:39 msgid "" "If the :guilabel:`Shipping Methods` option is not available from the " ":guilabel:`Configuration` drop-down menu, verify whether the feature is " "enabled by following these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:42 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:43 msgid "" "Scroll to the :guilabel:`Shipping` section and enable the " ":guilabel:`Delivery Methods` feature by checking the corresponding checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 msgid "" "Enable the *Delivery Methods* feature by checking the box in Configuration >" " Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:50 msgid "" "On the :guilabel:`Shipping Methods` page, add a method by clicking " ":guilabel:`New`. Doing so opens a form to provide details about the shipping" " provider, including:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:53 msgid "" ":guilabel:`Shipping Method` (*Required field*): the name of the delivery " "method (e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:55 msgid "" ":guilabel:`Provider` (*Required field*): choose the delivery service, like " "Fedex, if using a :ref:`third-party carrier " "`. Ensure the integration with the shipping " "carrier is properly installed and select the provider from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:59 msgid "" "For more details on configuring custom shipping methods, such as :ref:`fixed" " price `, :ref:`based on rules " "`, or :ref:`pickup in store " "` options, refer to their respective sections " "below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:62 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:46 msgid "" ":guilabel:`Website`: configure shipping methods for an e-commerce page. " "Select the applicable website from the drop-down menu, or leave it blank to " "apply the method to all web pages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:64 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:43 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:127 msgid "" ":guilabel:`Company`: if the shipping method should apply to a specific " "company, select it from the drop-down menu. Leave the field blank to apply " "the method to all companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:69 msgid "" ":guilabel:`Delivery Product` (*Required field*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:71 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:51 msgid "" ":guilabel:`Free if order amount is above`: checking this box enables free " "shipping if the customer spends above the specified amount." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:74 msgid "" "For examples on how to configure specific shipping methods, refer to the " "sections below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:79 msgid "Fixed price" msgstr "Stała cena" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:81 msgid "" "To configure a shipping price that is the same for all orders, go to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods`. Then," " click :guilabel:`New`, and on the shipping method form, set the " ":guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this " "option makes the :guilabel:`Fixed Price` field become available, which is " "where the fixed rate shipping amount is defined." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:87 msgid "" "To enable free shipping if the amount of the order exceeds a specified " "amount, check the box :guilabel:`Free if order amount is above` and fill in " "the amount." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:91 msgid "" "To set up `$20` flat-rate shipping that becomes free if the customer spends " "over `$100`, fill in the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:94 msgid ":guilabel:`Shipping Method`: `Flat-rate shipping`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:95 msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:96 msgid ":guilabel:`Fixed Price`: `$20.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 msgid ":guilabel:`Free if order amount is above`: `$100.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:98 msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 msgid "Example of filling out a shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:107 msgid "Based on rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:109 msgid "" "To calculate the price of shipping based on pricing rules, set the " ":guilabel:`Provider` field to the :guilabel:`Based on Rules` option. " "Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional " "margin` to include additional shipping costs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:114 msgid "Create pricing rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:116 msgid "" "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. " "Doing so opens the :guilabel:`Create Pricing Rules` window, where the " ":guilabel:`Condition` related to the product weight, volume, price, or " "quantity is compared to a defined amount to calculate the " ":guilabel:`Delivery Cost`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:121 msgid "" "Once finished, click either :guilabel:`Save & New` to add another rule, or " ":guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:124 msgid "" "To charge customers $20 in shipping for orders with five or fewer products, " "set the :guilabel:`Condition` to `Quantity <= 5.00`, and the " ":guilabel:`Delivery Cost` to `$20`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 msgid "" "Display window to add a pricing rule. Set a condition and delivery cost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:131 msgid "" "To restrict shipping to specific destinations on the eCommerce website, in " "the shipping method form, navigate to the :guilabel:`Destination " "Availability` tab and define the :guilabel:`Countries`, :guilabel:`States`, " "and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations " "apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:136 msgid "Calculate delivery cost" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:138 msgid "" "Shipping cost is the :guilabel:`Delivery cost` specified in the rule that " "satisfies the :guilabel:`Condition`, plus any extra charges from the " ":guilabel:`Margin on rate` and :guilabel:`Additional margin`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:142 msgid "" "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" "\n" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:146 msgid "With the two following rules set up:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:148 msgid "If the order contains five or fewer products, shipping is $20" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 msgid "If the order contains more than five products, shipping is $50." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:151 msgid "" ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is " "`$9.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst-1 msgid "" "Show example of \"Based on rules\" shipping method with margins configured." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:157 msgid "" "When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + " "9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * " "50) + 9)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:163 msgid "Pickup in store" msgstr "Odbiór w sklepie" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:165 msgid "" "To configure in-store pickup, select :guilabel:`Pickup in store` in the " ":guilabel:`Provider` field and specify the pickup location in " ":guilabel:`Warehouse`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:168 msgid "" "To invoice the customer for the shipping cost to the pickup location, choose" " the :guilabel:`Get Rate and Create Shipment` option in the " ":guilabel:`Integration Level` field. Then, pick either the " ":guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the " ":guilabel:`Invoicing Policy` field to decide whether the added shipping " "charge on the sales order is the precise cost from the shipping carrier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:175 msgid ":doc:`Invoice cost of shipping `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:180 msgid "Add shipping" msgstr "Dodaj Wysyłkę " #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:182 msgid "" "Shipping methods can be added to sales orders in the form of delivery " "products, which appear as individual line items. First, navigate to the " "desired sales order by going to :menuselection:`Sales app --> Orders --> " "Orders`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:186 msgid "" "On the sales order, click the :guilabel:`Add shipping` button, which opens " "the :guilabel:`Add a shipping method` pop-up window. Then, choose a " ":guilabel:`Shipping Method` from the list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:189 msgid "" "The :guilabel:`Total Order Weight` is pre-filled based on product weights " "(that are defined in the :guilabel:`Inventory` tab for each product form). " "Edit the field to specify the exact weight, and then click :guilabel:`Add` " "to add the shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:194 msgid "" "The amount defined in :guilabel:`Total Order Weight` overwrites the total " "product weights defined on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:197 msgid "" "The shipping cost is added to the *sales order line* as the " ":guilabel:`Delivery Product` detailed on the shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:201 msgid "" "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is " "added to sales order `S00088`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:0 msgid "Show delivery order on the sales order line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:209 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:259 msgid "Delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:211 msgid "" "The shipping method added to the sales order is linked to the shipping " "carrier details on the delivery order. To add or change the delivery method " "on the delivery itself, go to the :guilabel:`Additional Info` tab and modify" " the :guilabel:`Carrier` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst-1 msgid "Shipping carrier information on the delivery form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:3 msgid "Bpost integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:5 msgid "" "Set up the *Bpost* shipping connector in Odoo to manage Bpost shipments to " "clients directly within Odoo. To configure it, complete these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:8 msgid "Create a Bpost account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 msgid "" "Get the :ref:`Account ID and passphrase `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 msgid "" ":ref:`Set up the shipping method in Odoo " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 msgid "" "Upon completion, it is possible to calculate the cost of shipping, based on " "package size and weight, have the charges applied directly to a Bpost " "business account, and automatically print Bpost tracking labels through " "Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:17 msgid ":doc:`third_party_shipper`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 msgid ":doc:`../setup_configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:19 msgid ":doc:`dhl_credentials`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:21 msgid ":doc:`ups_credentials`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 msgid "Account setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 msgid "" "To begin, go to the `Bpost website " "`_ to create, or log into, the " "company's Bpost business account. When creating the Bpost account, have the " "company's VAT number and mobile phone number ready." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:29 msgid "" "Follow the website's steps to complete registration, and sign up for " "shipping services. Doing so submits a request to enter a contractual " "business relationship between the company and Bpost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:33 msgid "" "Odoo **cannot** be integrated with `non-business Bpost " "`_ accounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:35 msgid "" "After completing the setup, get the Bpost account ID and passphrase, by " "navigating to the :guilabel:`Shipping Manager` menu item." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:40 msgid "" "On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, " "then the :guilabel:`General Settings` tab, to find the :guilabel:`Account " "ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 msgid "In the *Admin* tab, show the Account ID and Passphrase." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 msgid "Shipping method configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 msgid "" "With those necessary credentials, configure the Bpost shipping method in " "Odoo by going to :menuselection:`Inventory app --> Configuration --> " "Shipping Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:55 msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:57 msgid "" "In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-" "down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the " "bottom of the form, where the Bpost credentials can be entered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:61 msgid "" "For details on configuring the other fields on the shipping method, such as " ":guilabel:`Delivery Product`, refer to the :doc:`Configure third-party " "carrier ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 msgid "" "To generate Bpost :doc:`shipping labels ` through Odoo, ensure the " ":guilabel:`Integration Level` option is set to :guilabel:`Get Rate and " "Create Shipment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:68 msgid "" "In the :guilabel:`Bpost Configuration` tab, complete the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:70 msgid "" ":guilabel:`Bpost Account Number` (required field): enter the company's " "unique :ref:`account ID ` from " "the Bpost website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:72 msgid "" ":guilabel:`Passphrase` (required field): enter the :ref:`passphrase " "` from the Bpost website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:74 msgid "" ":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or " ":guilabel:`International` shipping services. Choosing :guilabel:`Domestic` " "shows the :guilabel:`Options` section, while :guilabel:`International` " "enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel " "Return Instructions` fields." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:78 msgid "" ":guilabel:`Bpost Package Type`: select the type of shipping service from the" " drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 msgid "" "For `domestic delivery `_, the options are: " ":guilabel:`bpack 24h Pro`, :guilabel:`bpack 24h business`, or " ":guilabel:`bpack Bus`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 msgid "" "For `international delivery `_, the options are:" " :guilabel:`bpack World Express Pro`, :guilabel:`bpack World Business`, or " ":guilabel:`bpack Europe Business`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:85 msgid "" ":guilabel:`Bpost Shipment Type` (required field): for international " "deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, " ":guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or " ":guilabel:`OTHER`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:88 msgid "" ":guilabel:`Bpost Parcel Return Address`: return address when an " "international shipment fails to deliver. Select from the drop-down menu: " ":guilabel:`Destroy`, :guilabel:`Return to sender by air`, or " ":guilabel:`Return to sender by road`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 msgid "" ":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes " "from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 msgid "" ":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the" " drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 msgid "" "For domestic deliveries, these features are available in the " ":guilabel:`Options` section:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:97 msgid "" "Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as " "possible delivery dates. Depending on the :guilabel:`Bpost Package Type` " "selected, this option might incur additional costs to the company." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:100 msgid "" "Enable the :guilabel:`Generate Return Label` feature to automatically print " "a return label upon validating the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst-1 msgid "Show Bpost shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:3 msgid "How to cancel a shipping request to a shipper?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:6 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:6 msgid "Overview" msgstr "Przegląd" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:8 msgid "" "Odoo can handle various delivery methods, including third party shippers. " "Odoo will be linked with the transportation company tracking system." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:12 msgid "" "It will allow you to manage the transport company, the real prices and the " "destination." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:15 msgid "You can easily cancel the request made to the carrier system." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:18 msgid "How to cancel a shipping request?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:20 msgid "" "If the delivery order is not **Validated**, then the request hasn't been " "made. You can choose to cancel the delivery or to change the carrier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:24 msgid "" "If you have clicked on **Validate**, the request has been made and you " "should have received the tracking number and the label. You can still cancel" " the request. Simply click on the **Cancel** button next to the **Carrier " "Tracking Ref**:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:32 msgid "You will now see that the shipment has been cancelled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:37 msgid "You can now change the carrier if you wish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:40 msgid "How to send a shipping request after cancelling one?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:42 msgid "" "After cancelling the shipping request, you can change the carrier you want " "to use. Confirm it by clicking on the **Send to shipper** button. You will " "get a new tracking number and a new label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:50 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:122 msgid ":doc:`invoicing`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/cancel.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:123 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:3 msgid "How to get DHL credentials for integration with Odoo?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:5 msgid "In order to use the Odoo DHL API, you will need:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:7 msgid "A DHL.com SiteID" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:9 msgid "A DHL Password" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:11 msgid "A DHL Account Number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:15 msgid "" "Getting SiteID and password for countries other than United States (UK and " "Rest of the world)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:17 msgid "" "You should contact DHL account manager and request integration for XML " "Express API. The presales should provide you live credentials." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:20 msgid "Getting SiteID and Password for United States" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:22 msgid "" "You need to write to xmlrequests@dhl.com along with your full Account " "details like account number, region, address, etc. to get API Access." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:3 msgid "Shipping cost invoicing" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:5 msgid "" "Invoicing customers for shipping after delivery ensures accurate charges " "based on real-time shipping factors like distance, weight, and method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:8 msgid "In Odoo, shipping costs can be invoiced in two ways:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:10 msgid "" "Agree with the customer on a fixed cost and :ref:`include it in the sale " "order. `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:13 msgid "" ":ref:`Invoice shipping costs to the customer post-delivery " "`, reflecting the actual expenses " "incurred by the business." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:19 msgid "" "To set prices to delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Settings`. Under the :guilabel:`Shipping` section, enable " "the :guilabel:`Delivery Methods` feature. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Enable the \"Delivery Methods\" feature in Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:30 msgid "" "Next, configure the the price of each delivery method by going to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods` and " "click the :guilabel:`Create` button. Doing so opens a form to provide " "details about the shipping provider, including:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:34 msgid "" ":guilabel:`Shipping Method` (*required*) the name of the delivery method " "(e.g. `flat-rate shipping`, `same day delivery`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:36 msgid "" ":guilabel:`Provider` (*required*): choose the delivery service, like FedEx, " "if using a third-party carrier Ensure the integration with the shipping " "carrier is properly installed and select the provider from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:41 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:122 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:23 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:49 msgid "" ":guilabel:`Delivery Product` (*required*): the product listed on the " ":ref:`sales order line ` as the delivery " "charge." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:57 msgid "Invoice cost on sales order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:59 msgid "" "To invoice shipping costs on the sales order, before the item is delivered, " "go to the :menuselection:`Sales app` and select the desired sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:62 msgid "" "On the sales order, click the :guilabel:`Add Shipping` button at the bottom-" "right corner." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Click \"Add Shipping\" button at the bottom right, near the total." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:68 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, choose the intended " "carrier in the :guilabel:`Shipping Method` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:71 msgid "" "Then, click the :guilabel:`Get Rate` button to the calculate shipping price " "based on real-time shipping data Odoo's shipping carrier integration." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:74 msgid "" "The :guilabel:`Cost` is automatically calculated using the weight of the " "items in the order. Finally, click the :guilabel:`Add` button to close the " "window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Calculate shipping by selecting a shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:83 msgid "" "On the sales order, the delivery product appears in the :guilabel:`Order " "Lines` tab, with the :guilabel:`Unit Price` set as the shipping cost " "calculated in the :guilabel:`Add a shipping method` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Show delivery product on the sales order line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:91 msgid "" "Finally, after the product is delivered, click the :guilabel:`Create " "invoice` button, and an invoice is created that includes the shipping cost " "that was added earlier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Show \"Create Invoice\" button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:98 msgid "" "Then, click the :guilabel:`Create and View Invoice` button, and a draft " "invoice is generated, with the shipping cost included in the " ":guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Show delivery product in the invoice line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:108 msgid "Invoice real shipping costs" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:110 msgid "" "To modify the invoice to reflect the real cost of shipping, follow the steps" " :ref:`above ` to create an invoice with a " "delivery product with a :guilabel:`Unit Price` of zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:114 msgid "" "Then, on a draft invoice, modify the :guilabel:`Unit Price` to reflect the " "real shipping cost. Finally, invoice the customer the adjusted shipping cost" " by clicking :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst-1 msgid "Show delivery product on the invoice line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing.rst:123 msgid ":doc:`../setup_configuration/labels`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:3 msgid "Change shipping label size" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:8 msgid "" "In Odoo, there are a variety of different types of shipping labels that can " "be selected for delivery orders. Depending on the types of shipping packages" " used, different label sizes may be more appropriate, and can be configured " "to fit the package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:15 msgid "" "In the :menuselection:`Inventory` module, go to " ":menuselection:`Configuration --> Delivery --> Shipping Methods.` Click on a" " delivery method to choose it. For the following example, *FedEx " "International* will be used." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Different shipping methods." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:23 msgid "" "In the :guilabel:`Configuration` tab, under :guilabel:`Label Type`, choose " "one of the label types available. The availability varies depending on the " "carrier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Select a label type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:30 msgid "" "When a sales order with the corresponding shipping company is confirmed and " "a delivery order is validated, the shipping label will be automatically " "created as a PDF and appear in the :guilabel:`Chatter`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:37 msgid "" "In the :menuselection:`Sales` application, click :guilabel:`Create` and " "select an international customer. Click :guilabel:`Add A Product` and select" " an item. Click :guilabel:`Add Shipping`, select a shipping method, then " "click :guilabel:`Get Rate`, and finally, click :guilabel:`Add`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Add a shipping method and rate to a sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:45 msgid "" "Once the quotation is confirmed by clicking :guilabel:`Confirm`, a " ":guilabel:`Delivery` smart button will appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Delivery order smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:52 msgid "" "Once the delivery order is validated by clicking :guilabel:`Validate` in the" " delivery order, the shipping documents appear in the :guilabel:`Chatter`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Shipping PDF documents." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:60 msgid "Example labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:62 msgid "" "The default :guilabel:`Label Type` is :guilabel:`Paper Letter`. An example " "of a FedEx letter sized label is:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Full page letter size FedEx shipping label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst:69 msgid "For comparison, an example of a FedEx bottom-half label is:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/label_type.rst-1 msgid "Half page letter size FedEx shipping label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:3 msgid "Print shipping labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:7 msgid "" "Integrate Odoo with :doc:`third-party shipping carriers " "<../setup_configuration/third_party_shipper>` to automatically generate " "shipping labels that includes prices, destination addresses, tracking " "numbers, and barcodes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:14 msgid "" "To generate labels for a third-party shipping carrier, first :doc:`install " "the third-party shipping connector " "<../setup_configuration/third_party_shipper>`. Then, configure and activate " "the :ref:`delivery method `, being sure to set the :guilabel:`Integration Level` to " ":guilabel:`Get Rate and Create Shipment` to generate shipping labels. " "Finally, provide the company's :ref:`source address " "` and :ref:`product " "weights `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 msgid "Set the \"Get Rate and Create Shipment\" option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:30 msgid "Print tracking labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:32 msgid "" "Tracking labels are generated after the delivery order (DO) is validated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:34 msgid "" "When both the *Sales* and *Inventory* apps are installed, begin on the " ":menuselection:`Sales app`, and proceed to the desired quotation to " ":ref:`add the shipping cost `, confirm the sales order, and validate the |DO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 msgid "" "If only the *Inventory* app is installed, create :abbr:`DOs (Delivery " "Orders)` directly in the :menuselection:`Inventory` app , :ref:`add the " "third-party carrier ` in " "the :guilabel:`Carrier` field, and validate the |DO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:46 msgid "Add shipping on quotation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 msgid "" "To generate a tracking label for an order, begin by creating a quotation in " ":menuselection:`Sales app --> Orders --> Quotations`, clicking " ":guilabel:`New`, and filling out the quotation form. Then, click the " ":guilabel:`Add Shipping` button in the bottom-right corner of the quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 msgid "Show the \"Add Shipping\" button on the quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:56 msgid "" "In the resulting pop-up window, select the intended carrier from the " ":guilabel:`Shipping Method` drop-down menu. Clicking :guilabel:`Get Rate` " "displays the shipping cost for the customer, via the third-party carrier in " "the :guilabel:`Cost` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:61 msgid "" "If clicking :guilabel:`Get Rate` results in an error, ensure the " ":ref:`warehouse's address ` and :ref:`weight of products in the order " "` are properly configured." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:65 msgid "" "Click :guilabel:`Add` to add the cost to the quotation, which is listed as " "the :ref:`configured delivery product " "`. Finally, click " ":guilabel:`Confirm` on the quotation, and click the :guilabel:`Delivery` " "smart button to access the |DO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 msgid "Show \"Get rate\" pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:75 msgid "" "For users who do not have the *Sales* app installed, the shipping carrier is" " specified in a delivery order's :guilabel:`Carrier` field of the " ":guilabel:`Additional Info` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 msgid "Show the \"Additional Info\" tab of a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:85 msgid "Validate delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:87 msgid "" "On a delivery order form, navigate to the :guilabel:`Additional Info` tab to" " ensure the third-party shipping carrier has been added to the " ":guilabel:`Carrier` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:91 msgid "" "If the *Sales* app is not installed, the third-party carrier is set in the " ":guilabel:`Carrier` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:94 msgid "" "After the items in the order have been packed, click :guilabel:`Validate` to" " get the shipping carrier's tracking number, and generate the shipping " "label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:98 msgid "" "Create or select an existing delivery order by going to the " ":menuselection:`Inventory` app, and selecting the :guilabel:`Delivery " "Orders` card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:101 msgid "" "The :guilabel:`Tracking Reference` number is generated in the " ":guilabel:`Additional Info` tab of the delivery order. Click the " ":guilabel:`Tracking` smart button to access the tracking link from the " "shipping carrier's website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:105 msgid "The tracking label is found in PDF format in the chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst-1 msgid "Show generated shipping label in the chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:112 msgid "" "For multi-package shipping, one label is generated per package. Each label " "appears in the chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:119 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:119 msgid "Sample label generated from Odoo's shipping connector with FedEx." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:3 msgid "Multi-package shipments" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:5 msgid "" "In some cases, a delivery order with multiple items may need to be shipped " "in more than one package. This may be necessary if the items are too large " "to ship in a single package, or if certain items cannot be packaged " "together. Shipping a single delivery order in multiple packages provides " "flexibility for how each item is packaged, without the need to create " "multiple delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:13 msgid "" "In order to split a delivery order across multiple packages, the *Packages* " "setting must be enabled. To do so, navigate to :menuselection:`Inventory -->" " Configuration --> Settings`, then enable the checkbox next to " ":guilabel:`Packages`. Click :guilabel:`Save` to confirm the change." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The Packages setting on the Inventory app settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:24 msgid "Ship items in multiple packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:26 msgid "" "To split items in the same delivery order across multiple packages, begin by" " navigating to :menuselection:`Inventory --> Delivery Orders`, then select a" " delivery order that has multiple items, a multiple quantity of the same " "item, or both." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:30 msgid "" "On the :guilabel:`Operations` tab, select the :guilabel:`⁞≣ (menu)` icon in " "the line of the product that will be shipped in the first package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The menu icon for a product in a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:37 msgid "" "This makes a :guilabel:`Detailed Operations` pop-up window appear. In the " "table at the bottom of the pop-up window, the :guilabel:`Reserved` column " "shows the total quantity of the product included in the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:41 msgid "" "If the full quantity will be shipped in the first package, enter the number " "from the :guilabel:`Done` column in the :guilabel:`Reserved` column. If less" " than the full quantity will be shipped in the first package, enter a " "smaller number than the one that appears in the :guilabel:`Reserved` column." " Click :guilabel:`Confirm` to confirm the :guilabel:`Done` quantities and " "close the pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The Detailed Operations pop-up for a product in a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:51 msgid "" "Repeat the same steps for every item quantity that is included in the first " "package. Then, click :guilabel:`Put In Pack` to create a package with all of" " the selected items." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The Put In Pack button on a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:58 msgid "" "For the next package, follow the same steps as detailed above, marking the " "quantity of each item to be included in the package as :guilabel:`Done` " "before clicking :guilabel:`Put In Pack` on the delivery order. Continue " "doing so until the full quantity of all items are added to a package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:62 msgid "" "Finally, after all of the packages have been shipped, click " ":guilabel:`Validate` to confirm that the delivery order has been completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:66 msgid "" "After one or more packages are created, a :guilabel:`Packages` smart button " "appears in the top-right corner of the delivery order. Click the " ":guilabel:`Packages` smart button to go to the :guilabel:`Packages` page for" " the delivery order, where each package can be selected to view all of the " "items included in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:0 msgid "The Packages smart button on a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:76 msgid "Create a backorder for items to be shipped later" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:78 msgid "" "If some items will be shipped at a later date than others, there is no need " "to put them in a package until they are ready to be shipped. Instead, create" " a backorder for the items being shipped later." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:81 msgid "" "Begin by shipping the items that will be shipped immediately. If they will " "be shipped in multiple packages, follow the :ref:`steps above " "` to package them as required. If they" " will be shipped in a single package, simply mark in the :guilabel:`Done` " "column the quantity of each item being shipped, but **do not** click the " ":guilabel:`Put In Pack` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:86 msgid "" "After all quantities being shipped immediately are marked as " ":guilabel:`Done`, click the :guilabel:`Validate` button, and a " ":guilabel:`Create Backorder?` pop-up window appears. Then, click the " ":guilabel:`Create Backorder` button. Doing so confirms the items being " "shipped immediately and creates a new delivery order for the items that will" " be shipped later." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The Create Backorder? pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:95 msgid "" "The backorder delivery order will be listed in the chatter of the original " "delivery order in a message that reads :guilabel:`The backorder WH/OUT/XXXXX" " has been created.`. Click on :guilabel:`WH/OUT/XXXXX` in the message to " "view the backorder delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "" "The backorder delivery order listed in the chatter of the original delivery " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:103 msgid "" "The backorder delivery order can also be accessed by navigating to " ":menuselection:`Inventory`, clicking the :guilabel:`# Back Orders` button on" " the :guilabel:`Delivery Orders` card, and selecting the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst-1 msgid "The Back Orders button on the Delivery Orders card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:111 msgid "" "Once the remaining items are ready to be shipped, navigate to the backorder " "delivery order. The items can be shipped in a single package by clicking " ":guilabel:`Validate` and selecting :guilabel:`Apply` on the " ":guilabel:`Immediate Transfer?` pop-up window that appears, or shipped in " "multiple packages by following the steps detailed in the section above." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:116 msgid "" "It is also possible to ship out some of the items while creating another " "backorder for the rest. To do so, simply follow the same steps used to " "create the first backorder." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:3 msgid "Sendcloud integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:5 msgid "" "Sendcloud is a shipping service aggregator that facilitates the integration " "of European shipping carriers with Odoo. Once integrated, users can select " "shipping carriers on inventory operations in their Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:10 msgid "" "`Sendcloud integration documentation `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:14 msgid "Setup in Sendcloud" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:17 msgid "Create an account and activate carriers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:19 msgid "" "To get started, go to `Sendcloud's platform `_ to" " configure the account and generate the connector credentials. Log in with " "the Sendcloud account, or create a new one if needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:24 msgid "" "For new account creation, Sendcloud will ask for a :abbr:`VAT (Value-Added " "Tax Identification)` number or :abbr:`EORI (Economic Operators' Registration" " and Identification)` number. After completing the account setup, activate " "(or deactivate) the shipping carriers that will be used in the Odoo " "database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:30 msgid "" "Odoo integration of Sendcloud works on free Sendcloud plans *only* if a bank" " account is linked, since Sendcloud won't ship for free. To use shipping " "rules, or individual custom carrier contacts, a paid plan of Sendcloud is " "**required**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:37 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:179 msgid "Warehouse configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:39 msgid "" "Once logged into the Sendcloud account, navigate to :menuselection:`Settings" " --> Shipping --> Addresses`, and fill in the field for :guilabel:`Warehouse" " address`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Adding addresses in the Sendcloud settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:46 msgid "" "To allow Sendcloud to process returns as well, a :guilabel:`Return Address` " "is required. Under the :guilabel:`Miscellaneous section`, there is a field " "called :guilabel:`Address Name (optional)`. The Odoo warehouse name should " "be entered here, and the characters should be exactly the same." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid "**SendClould configuration**" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Miscellaneous`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Address Name (optional)`: `Warehouse #1`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Brand`: `Default`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid "**Odoo warehouse configuration**" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Warehouse`: `Warehouse #1`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Short Name`: `WH`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Company`: `My company (San Francisco)`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Address`: `My Company (San Francisco)`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:63 msgid "" "Notice how the inputs for the :guilabel:`Warehouse` field, for both the Odoo" " configuration and the Sendcloud configuration, are the exact same." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:67 msgid "Generate Sendcloud credentials" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:69 msgid "" "In the Sendcloud account, navigate to :menuselection:`Settings --> " "Integrations` in the menu on the right. Next, search for :guilabel:`Odoo " "Native`. Then, click on :guilabel:`Connect`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:72 msgid "" "After clicking on :guilabel:`Connect`, the page redirects to the " ":guilabel:`Sendcloud API` settings page, where the :guilabel:`Public and " "Secret Keys` are produced. The next step is to name the " ":guilabel:`Integration`. The naming convention is as follows: `Odoo " "CompanyName`, with the user's company name replacing `CompanyName` (e.g. " "`Odoo StealthyWood`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:77 msgid "" "Then, check the box next to :guilabel:`Service Points` and select the " "shipping services for this integration. After saving, the :guilabel:`Public " "and Secret Keys` are generated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Configuring the Sendcloud integration and receiving the credentials." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:85 msgid "Setup in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:87 msgid "" "To ensure seamless Sendcloud integration with Odoo, :ref:`install " "` and :ref:`link " "` the Sendcloud shipping" " connector to the Sendcloud account. Then, :ref:`configure Odoo fields " "`, so Sendcloud can " "accurately pull shipping data to generate labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:97 msgid "Install Sendcloud shipping module" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:99 msgid "" "After the Sendcloud account is set up and configured, it's time to configure" " the Odoo database. To get started, go to Odoo's :guilabel:`Apps` module, " "search for the `Sendcloud Shipping` integration, and install it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Sendcloud Shipping module in the Odoo Apps module." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:110 msgid "Sendcloud shipping connector configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:112 msgid "" "Once installed, activate the :guilabel:`Sendcloud Shipping` module in " ":menuselection:`Inventory --> Configuration --> Settings`. The " ":guilabel:`Sendcloud Connector` setting is found under the " ":guilabel:`Shipping Connectors` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:116 msgid "" "After activating the :guilabel:`Sendcloud Connector`, click on the " ":guilabel:`Sendcloud Shipping Methods` link below the listed connector. Once" " on the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:121 msgid "" ":guilabel:`Shipping Methods` can also be accessed by going to " ":menuselection:`Inventory --> Configuration --> Delivery --> Shipping " "Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:124 msgid "" "Fill out the following fields in the :guilabel:`New Shipping Method` form:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:126 msgid ":guilabel:`Shipping Method`: type `Sendcloud DPD`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:127 msgid "" ":guilabel:`Provider`: select :guilabel:`Sendcloud` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:128 msgid "" ":guilabel:`Delivery Product`: set the product that was configured for this " "shipping method or create a new product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:130 msgid "" "In the :guilabel:`SendCloud Configuration` tab, enter the " ":guilabel:`Sendcloud Public Key`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:131 msgid "" "In the :guilabel:`SendCloud Configuration` tab, enter the " ":guilabel:`Sendcloud Secret Key`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:132 msgid "" "Manually :guilabel:`Save` the form by clicking the cloud icon next to the " ":guilabel:`Shipping Methods / New` breadcrumbs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:135 msgid "" "After configuring and saving the form, follow these steps to load the " "shipping products:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:137 msgid "" "In the :guilabel:`SendCloud Configuration` tab of the :guilabel:`New " "Shipping Method` form, click on the :guilabel:`Load your SendCloud shipping " "products` link." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:139 msgid "" "Select the shipping products the company would like to use for deliveries " "and returns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:140 msgid "Click :guilabel:`Select`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:143 msgid "Sample Sendcloud shipping products configured in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`DELIVERY`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Shipping Product`: `DPD Home 0-31.5kg`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Carrier`: `DPD`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Minimum Weight`: `0.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Maximum Weight`: `31.50`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:151 msgid "" ":guilabel:`Countries`: `Austria` `Belgium` `Bosnia` `Herzegovina` `Bulgaria`" " `Croatia` `Czech` `Republic` `Denmark` `Estonia` `Finland` `France` " "`Germany` `Greece` `Hungary` `Iceland` `Ireland` `Italy` `Latvia` " "`Liechtenstein` `Lithuania` `Luxembourg` `Monaco` `Netherlands` `Norway` " "`Poland` `Portugal` `Romania` `Serbia` `Slovakia` `Slovenia` `Spain` " "`Sweden` `Switzerland`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`RETURN`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Return Shipping Product`: `DPD Return 0-20kg`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Return Carrier`: `DPD`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Return Minimum Weight`: `0.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Return Maximum Weight`: `20.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:0 msgid ":guilabel:`Return Countries`: `Belgium` `Netherlands`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Example of shipping products configured in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:169 msgid "" "Sendcloud does not provide test keys when a company tests the sending of a " "package in Odoo. This means if a package is created, the configured " "Sendcloud account will be charged, unless the associated package is canceled" " within 24 hours of creation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:173 msgid "" "Odoo has a built-in layer of protection against unwanted charges when using " "test environments. Within a test environment, if a shipping method is used " "to create labels, then those labels are immediately canceled after the " "creation — this occurs automatically. The test and production environment " "settings can be toggled back and forth from their respective smart buttons." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:181 msgid "Shipping information" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:183 msgid "" "To use Sendcloud to generate shipping labels, the following information " "**must** be filled out accurately and completely in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:186 msgid "" "**Customer information**: when creating a quotation, ensure the selected " ":guilabel:`Customer` has a valid phone number, email address, and shipping " "address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:189 msgid "" "To verify, select the :guilabel:`Customer` field to open their contact page." " Here, add their shipping address in the :guilabel:`Contact` field, along " "with their :guilabel:`Mobile` number and :guilabel:`Email` address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:193 msgid "" "**Product weight**: ensure all products in an order have a specified " ":guilabel:`Weight` in the :guilabel:`Inventory` tab of their product form. " "Refer to the :ref:`Product weight section " "` of this article for " "detailed instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:197 msgid "" "**Warehouse address**: ensure the warehouse name and address in Odoo match " "the :ref:`previously defined warehouse " "` in the Sendcloud " "setup. For details on warehouse configuration in Odoo, refer to the " ":ref:`warehouse configuration section " "` of the third-party " "shipping documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:204 msgid "Generate labels with Sendcloud" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:206 msgid "" "When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud " "shipping product`. Then, :guilabel:`Validate` the delivery. Shipping label " "documents are automatically generated in the chatter, which include the " "following:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:210 msgid ":guilabel:`Shipping label(s)` depending on the number of packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:211 msgid "" ":guilabel:`Return label(s)` if the Sendcloud connector is configured for " "returns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:212 msgid "" ":guilabel:`Customs document(s)` should the destination country require them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:214 msgid "Additionally, the tracking number is now available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:217 msgid "" "When return labels are created, Sendcloud automatically charges the " "configured Sendcloud account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:221 msgid "Shipping rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:223 msgid "" "Optionally, create shipping rules to automatically generate shipping labels " "tailored to different product needs. For example, a shipping rule can be " "created for customers shipping expensive jewelry items to purchase " "insurance." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:228 msgid "" "Shipping rules do **not** affect :ref:`shipping rate calculations " "`, and are only used to " "improve the process of :doc:`generating shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:232 msgid "" "To use shipping rules, navigate to :menuselection:`Inventory app --> " "Configuration --> Delivery: Shipping Methods`, and select the intended " "`Sendcloud` shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:235 msgid "" "Under the :guilabel:`Sendcloud Configuration` tab, in the " ":guilabel:`OPTIONS` section, choose the kind of shipments the shipping rules" " apply to, via the :guilabel:`Use Sendcloud shipping rules` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:239 msgid "" "From here, choose either: :guilabel:`Shipping` to customers, " ":guilabel:`Returns` from customers, or :guilabel:`Both`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Use Shipping Rules field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:246 msgid "" "Then, in the Sendcloud website, navigate to :menuselection:`Settings --> " "Shipping rules`. Create a new shipping rule by clicking :guilabel:`Create " "New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:249 msgid "" "In the :guilabel:`Actions` section, set a :guilabel:`Condition` to determine" " when the rule applies. Then, configure what to do when packages meet the " "condition." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:253 msgid "" "`Create shipping rules on Sendcloud `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:257 msgid "FAQ" msgstr "FAQ" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:260 msgid "Shipment is too heavy" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:262 msgid "" "If the shipment is too heavy for the Sendcloud service that is configured, " "then the weight is split to simulate multiple packages. Products will need " "to be put in different :guilabel:`Packages` to :guilabel:`Validate` the " "transfer and generate labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:266 msgid "" ":guilabel:`Rules` can also be set up in Sendcloud to use other shipping " "methods when the weight is too heavy. However, note that these rules will " "not apply to the shipping price calculation on the calculation on the sales " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:271 msgid "Personal carrier contract" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:273 msgid "" "Use custom prices from a direct carrier contract, via CSV upload, by first " "logging into Sendcloud, navigating to :menuselection:`Settings --> Carriers " "--> My contracts`, and then selecting the intended contract." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "Navigate to the contracts section in Sendcloud." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:281 msgid "" "Under the :guilabel:`Contract prices` section, click :guilabel:`Download " "CSV` and fill out the contract prices in the :guilabel:`price` column of the" " CSV file template." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:285 msgid "" "Ensure the CSV file includes the correct prices to avoid any inaccuracies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst-1 msgid "" "Show sample contract CSV from Sendcloud, highlighting the price column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:291 msgid "" ":guilabel:`Upload` the completed CSV file to Sendcloud, then click " ":guilabel:`Save these prices`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:294 msgid "" "`Sendcloud: How to upload contract prices with carriers " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:298 msgid "Measuring volumetric weight" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:300 msgid "" "Many carriers have several measures for weight. There is the actual weight " "of the products in the parcel, and there is the *volumetric weight* " "(:dfn:`Volumetric weight is the volume that a package occupies when in " "transit. In other words it is the physical size of a package`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:305 msgid "" "Check to see if selected carrier(s) already have defined formulas to compute" " the volumetric weight." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:309 msgid "" "`Sendcloud: How to calculate & automate parcel volumetric weight " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:313 msgid "Unable to calculate shipping rate" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:315 msgid "" "First, verify that the product being shipped has a weight that is supported " "by the selected shipping method. If this is set, then verify that the " "destination country (from the customer address) is supported by the carrier." " The country of origin (warehouse address) should also be supported by the " "carrier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:3 msgid "Third-party shipping carriers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:10 msgid "" "Users can link third-party shipping carriers to Odoo databases, in order to " "verify carriers' delivery to specific addresses, :doc:`automatically " "calculate shipping costs <../setup_configuration>`, and :doc:`generate " "shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:14 msgid "" "In Odoo, shipping carriers can be applied to a sales order (SO), invoice, or" " delivery order. For tips on resolving common issues when configuring " "shipping connectors, skip to the :ref:`Troubleshooting " "` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:20 msgid ":doc:`sendcloud_shipping`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:23 msgid "The following is a list of available shipping connectors in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:29 msgid "Carrier" msgstr "Nośnik" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:30 msgid "Region availability" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:31 msgid "FedEx" msgstr "FedEx" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:32 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:34 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:36 msgid "All" msgstr "Wszystko" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:33 msgid ":doc:`DHL Express `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:35 msgid ":doc:`UPS `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:37 msgid "US Postal Service" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:38 msgid "United States of America" msgstr "Stany Zjednoczone" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:39 msgid ":doc:`Sendcloud `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:40 msgid "Some European countries (see details below)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:41 msgid ":doc:`Bpost `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:42 msgid "Belgium" msgstr "Belgia" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:43 msgid "Easypost" msgstr "Easypost" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:44 msgid "North America" msgstr "Ameryka Północna" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:45 msgid "Shiprocket" msgstr "Shiprocket" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:46 msgid "India" msgstr "Indie" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:49 msgid "Other services from DHL are **not** supported." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:51 msgid "" "Sendcloud currently supports shipping **from** Austria, Belgium, France, " "Germany, Italy, the Netherlands, Spain, and the United Kingdom, and **to** " "any European country." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:57 msgid "" "To ensure proper setup of a third-party shipping carrier with Odoo, follow " "these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:59 msgid "" ":ref:`Install the shipping connector `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:60 msgid "" ":ref:`Set up delivery method `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:61 msgid "" ":ref:`Activate production environment " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:62 msgid "" ":ref:`Configure warehouse `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:63 msgid "" ":ref:`Specify weight of products `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:68 msgid "Install shipping connector" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:70 msgid "" "To install shipping connectors, go to :menuselection:`Inventory app --> " "Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:72 msgid "" "Under the :guilabel:`Shipping Connectors` section, tick the third-party " "shipping carrier's checkbox to install it. Multiple third-party shipping " "connectors can be selected at once. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:77 msgid "" ":doc:`Delivery methods <../setup_configuration>` can also be integrated with" " operations in the *Sales*, *eCommerce*, and *Website* apps. To install, " "refer to the :ref:`install apps and modules ` " "documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Options of available shipping connectors in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:88 msgid "Delivery method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:90 msgid "" "To configure the API credentials, and activate the shipping carrier, begin " "by going to :menuselection:`Inventory app --> Configuration --> Shipping " "Methods`, and select the desired delivery method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:95 msgid "" "The list often includes **two** delivery methods from the same " ":guilabel:`Provider`: one for international shipping and one for domestic " "shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:98 msgid "" "Additional delivery methods can be created for specific purposes, such as " ":doc:`packaging <../../product_management/configure/packaging>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:102 msgid ":doc:`Configure delivery methods <../setup_configuration>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:105 msgid "" "Ensure the delivery method is published when it should be available on the " "*Website* app. To publish a delivery method on the website, click the " "desired delivery method, then click the :guilabel:`Unpublished` smart " "button. Doing so changes that smart button to read: :guilabel:`Published`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:110 msgid "" "The :guilabel:`Shipping Method` page contains details about the provider, " "including:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:112 msgid "" ":guilabel:`Shipping Method` (*Required field*): the name of the delivery " "method (e.g. `FedEx US`, `FedEx EU`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:114 msgid "" ":guilabel:`Website`: configure shipping methods for an *eCommerce* page that" " is connected to a specific website in the database. Select the applicable " "website from the drop-down menu, or leave it blank to apply the method to " "all web pages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:117 msgid "" ":guilabel:`Provider` (*Required field*): choose the third-party delivery " "service, like FedEx. Upon choosing a provider, the :guilabel:`Integration " "Level`, :guilabel:`Invoicing Policy` and :guilabel:`Insurance Percentage` " "fields become available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:120 msgid "" ":guilabel:`Integration Level`: choose :guilabel:`Get Rate` to simply get an " ":ref:`estimated shipment cost `" " on an |SO| or invoice." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:124 msgid "" "Select :guilabel:`Get Rate and Create Shipment` to also :doc:`generate " "shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:129 msgid "" ":guilabel:`Delivery Product` (*Required field*): the delivery charge name " "that is added to the |SO| or invoice." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:131 msgid "" ":guilabel:`Invoicing Policy`: select and calculate an :guilabel:`Estimated " "cost` of shipping directly from the shipping carrier. If the :guilabel:`Real" " cost` of shipping is wanted instead, refer to :doc:`Invoice real shipping " "costs ` document." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:134 msgid "" ":guilabel:`Margin on Rate`: specify an additional percentage amount added to" " the base shipping rate to cover extra costs, such as handling fees, " "packaging materials, exchange rates, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:136 msgid "" ":guilabel:`Free if order amount is above`: enables free shipping for orders " "surpassing a specified amount entered in the corresponding " ":guilabel:`Amount` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:138 msgid "" ":guilabel:`Insurance Percentage`: specify a percentage amount of the " "shipping costs reimbursed to the senders if the package is lost or stolen in" " transit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:145 msgid "Screenshot of a FedEx shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:145 msgid "**Shipping Method** configuration page for `FedEx US`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:147 msgid "" "In the :guilabel:`Configuration` tab, fill out the API credential fields " "(e.g. API key, password, account number, etc.). Depending on the third-party" " shipping carrier chosen in the :guilabel:`Provider` field, the " ":guilabel:`Configuration` tab will contain different required fields. For " "more details about configuring specific carriers' credentials, refer to the " "following documents:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:154 msgid ":doc:`DHL credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:155 msgid ":doc:`Sendcloud credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:156 msgid ":doc:`UPS credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:161 msgid "Production environment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:163 msgid "" "With the delivery method details configured, click the :guilabel:`Test " "Environment` smart button to set it to :guilabel:`Production Environment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:167 msgid "" "Setting the delivery method to :guilabel:`Production` creates **real** " "shipping labels, and users are at risk of being charged through their " "carrier account (e.g. UPS, FedEx, etc.) **before** users charge customers " "for shipping. Verify all configurations are correct before launching the " "delivery method to :guilabel:`Production`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the \"Test Environment\" smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:181 msgid "" "Ensure the warehouse's :guilabel:`Address` (including ZIP code) and " ":guilabel:`Phone` number are entered accurately. To do that, go to " ":menuselection:`Inventory app --> Configuration --> Warehouses`, and select " "the desired warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:185 msgid "" "On the warehouse configuration page, open the warehouse contact page by " "clicking the :guilabel:`Company` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Highlight the \"Company\" field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:192 msgid "" "Verify that the :guilabel:`Address` and :guilabel:`Phone` number are " "correct, as they are required for the shipping connector to work properly." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show company address and phone number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:202 msgid "Product weight" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:204 msgid "" "For the carrier integration to work properly, specify the weight of products" " by going to :menuselection:`Inventory app --> Products --> Products`, and " "selecting the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:207 msgid "" "Then, switch to the :guilabel:`Inventory` tab, and define the " ":guilabel:`Weight` of the product in the :guilabel:`Logistics` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Display the \"Weight\" field in the Inventory tab of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:215 msgid "Apply third-party shipping carrier" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:217 msgid "" "Shipping carriers can be applied on a :abbr:`SO (Sales Order)`, invoice, or " "delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:219 msgid "" "After configuring the third-party carrier's :ref:`delivery method " "` in Odoo, create or" " navigate to a quotation by going to :menuselection:`Sales app --> Orders " "--> Quotations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:226 msgid "Sales order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:228 msgid "" "To assign a third-party shipping carrier, and get an estimated cost of " "shipping, begin by going to :menuselection:`Sales app --> Orders --> " "Quotations`. Create or select an existing quotation, and add the cost of " "shipping through a third-party carrier to a quotation, by clicking the " ":guilabel:`Add Shipping` button in the bottom-right corner of the " ":guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the \"Add shipping\" button at the bottom of a quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:237 msgid "" "In the resulting :guilabel:`Add a shipping method` pop-up window, select the" " intended carrier from the :guilabel:`Shipping Method` drop-down menu. The " ":guilabel:`Cost` field is automatically filled based on:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:241 msgid "" "the amount specified in the :guilabel:`Total Order Weight` field (if it is " "not provided, the sum of :ref:`product weights " "` in the order is used)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:243 msgid "" "the distance between the warehouse's :ref:`source address " "` and the customer's " "address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:248 msgid "" "After selecting a third-party provider in the :guilabel:`Shipping Method` " "field, click :guilabel:`Get Rate` in the :guilabel:`Add a shipping method` " "pop-up window to get the estimated cost through the shipping connector. " "Then, click the :guilabel:`Add` button to add the delivery charge to the " "|SO| or invoice." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:254 msgid "" ":doc:`Charge customers for shipping after product delivery `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:261 msgid "" "For users making shipments without installing the *Sales* app, assign the " "shipping carrier to the delivery order, by first going to the " ":menuselection:`Inventory` app. Then, from the :guilabel:`Inventory " "Overview` dashboard, select the :guilabel:`Delivery Orders` operation type, " "and choose the desired delivery order that is not already marked as " ":guilabel:`Done` or :guilabel:`Cancelled`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:267 msgid "" "In the :guilabel:`Additional info` tab, set the :guilabel:`Carrier` field to" " the desired third-party shipping carrier. When the delivery method is set " "to :ref:`production mode `, a :guilabel:`Tracking Reference` is provided." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:273 msgid ":doc:`Generate shipping labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the delivery order's \"Additional info\" tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:282 msgid "Troubleshooting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:284 msgid "" "Since shipping connectors can sometimes be complex to set up, here are some " "checks to try when things are not working as expected:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:287 msgid "" "Ensure the :ref:`warehouse information " "` (e.g., address and " "phone number) in Odoo is correct **and** matches the records saved in the " "shipping provider's website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:290 msgid "" "Verify that the :ref:`package type ` and parameters are valid for the shipping carrier. To check, ensure " "the shipment can be directly created on the shipping carrier's website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:293 msgid "" "When encountering a price mismatch between Odoo's estimated cost and the " "provider's charge, first ensure the delivery method is set to " ":ref:`production environment `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:297 msgid "" "Then, create the shipment in both the carrier's website and Odoo, and verify" " the prices are the same across Odoo, the shipping provider, and in the " "*debug logs*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:301 msgid "" "When checking for a price mismatch in the debug logs, if the request says " "the package weighs six kilograms, but the response from FedEx says the " "package weights seven kilograms, it concludes that the issue is on FedEx's " "side." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:306 msgid "Debug log" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:308 msgid "" "Track shipping data inconsistencies by activating debug logging. To do that," " go to the delivery method's configuration page (:menuselection:`Inventory " "app --> Configuration --> Shipping Method`), and select the desired shipping" " method. Click the :guilabel:`No Debugging` smart button to activate " ":guilabel:`Debug Requests`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show the \"No Debug\" smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:317 msgid "" "With :guilabel:`Debug Requests` activated, each time the shipping connector " "is used to estimate the cost of shipping, records are saved in the " ":guilabel:`Logging` report. To access the report, turn on :ref:`developer " "mode `, and go to :menuselection:`Settings app --> Technical" " --> Database Structure section --> Logging`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:323 msgid "" "Logs are created for a shipping method each time the :ref:`Get Rate " "` button is clicked on " ":abbr:`SOs (Sales Orders)` and invoices, **and** when a customer adds the " "shipping carrier to their order through the *Website* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show how to find the \"Logging\" option from the \"Technical\" menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:332 msgid "" "Click the *HTTP request* line item to open a detailed page, and verify the " "correct information is sent from Odoo to the shipping carrier. In the *HTTP " "response*, verify that the same information is received." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst-1 msgid "Show debug request history in Settings > Technical > Logging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:3 msgid "How to get UPS credentials for integration with Odoo?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:5 msgid "In order to use the Odoo UPS API, you will need:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:7 msgid "A UPS.com user ID and password" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:9 msgid "A UPS account number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:11 msgid "An Access Key" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:13 msgid "" "An Access Key is a 16 character alphanumeric code that allows access to the " "UPS Developer Kit API Development and Production servers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:17 msgid "Create a UPS Account" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:19 msgid "" "Note that only customers located in the US can open a UPS account online. If" " you are located outside the US, you will need to contact UPS Customer " "Service in order to to open an account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:23 msgid "" "You can read additional information about opening a UPS account on the their" " website, on the page, `How to Open a UPS Account Online " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:27 msgid "" "If you don't already have a UPS account, you can create one along with your " "online profile by following these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:30 msgid "" "1. Access the UPS.com web site at `www.ups.com `__, and" " click the **New User** link at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:34 msgid "" "2. Click the **Register for MyUPS** button, and follow the prompts to " "complete the registration process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:37 msgid "" "If you already have a UPS account, you can add it to your online profile as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:39 msgid "" "Log in to the `UPS.com website `_) using your UPS.com " "User ID and Password." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:41 msgid "Click the **My UPS** tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:43 msgid "Click the **Account Summary** link." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:45 msgid "" "4. Click the **Add an Existing UPS Account** link in the **UPS Account " "Details** section of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:48 msgid "" "5. In the **Add New Account** screen, enter the **UPS Account Number**, " "**Account Name**, and **Postal Code** fields. The country defaults to United" " States.q" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:52 msgid "Click the **Next** button to continue." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:55 msgid "Get an Access Key" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:57 msgid "" "After you have added your UPS account number to your user profile you can " "request an Access Key from UPS using the steps below:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:60 msgid "" "Go to the `UPS Developer Kit web page " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:61 msgid "Log into UPS.com with your user ID and password" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:62 msgid "Click on the link **Request an access key**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:63 msgid "Verify your contact information" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:64 msgid "Click the **Request Access Key** button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:66 msgid "" "The **Access Key** will be provided to you on the web page, and an email " "with the Access Key will be sent to the email address of the primary " "contact." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage.rst:5 msgid "Warehouses and storage" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:6 msgid "Inventory management" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:8 msgid "" "In the Odoo *Inventory* app, :doc:`warehouses " "` handle the broader organization and " "distribution of stock across different physical sites, while :doc:`locations" " ` provide a more detailed breakdown " "within each warehouse for efficient item management." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:13 msgid "" "This document serves as an introduction to the terminology and concepts " "necessary to master *Inventory*. For specific instructions and examples of " "how things work, refer to individual documentation pages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:18 msgid "" "`Odoo Tutorials: Warehouses & Locations " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:3 msgid "Warehouses" msgstr "Magazyny" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:23 msgid "" ":doc:`Warehouses ` represent a physical " "place, with a physical address, where a company's items are stored." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:26 msgid "" "Configure :doc:`routes <../shipping_receiving/daily_operations/use_routes>` " "in a warehouse to control how products move to customers, from vendors, " "within the warehouse, or :doc:`between warehouses " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:31 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:3 msgid "Locations" msgstr "Strefy magazynowe" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:33 msgid "" ":doc:`Locations ` refer to specific " "areas within a warehouse, such as shelves, floors, or aisles. These are sub-" "divisions within a warehouse, and are unique to that warehouse. Users can " "create and manage numerous locations within a single warehouse to organize " "inventory more precisely." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:39 msgid ":doc:`inventory_management/use_locations`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:40 msgid ":doc:`inventory_management/count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:41 msgid ":doc:`inventory_management/cycle_counts`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:42 msgid ":doc:`inventory_management/scrap_inventory`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:47 msgid "Location types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:49 msgid "" "*Location types* in Odoo help categorize and manage where products are, and " "what actions need to be taken with them. By default, on the " ":menuselection:`Inventory app --> Configuration --> Locations` page, only " "internal locations are displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:53 msgid "" "To view the seven location types in Odoo, select any location, and in the " ":guilabel:`Location Type` field, there are:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:56 msgid "" ":guilabel:`Vendor Location`: defines an area where products purchased from " "vendors originate. Items here are **not** in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:59 msgid "" ":guilabel:`View`: used to organize and structure the warehouse hierarchy. " "For example, the view location `WH` (short for warehouse) groups all " "internal locations, such as `Stock`, receiving docks, quality checkpoints, " "and packing areas to show they all belong to the same warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:64 msgid "" "View locations should **not** contain products, but it is possible to move " "them there." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:66 msgid "" ":guilabel:`Internal Location`: storage locations within the warehouse. Items" " stored in these locations are accounted for in :doc:`inventory valuation " "<../product_management/inventory_valuation/using_inventory_valuation>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:70 msgid "" ":guilabel:`Customer Location`: where sold products are tracked; items here " "are no longer in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:72 msgid "" ":guilabel:`Inventory Loss`: counterpart location to consume missing items or" " create stock, accounting for discrepancies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:75 msgid "" "In Odoo, examples of inventory loss locations are *Inventory Adjustment*, " "used to account for discrepancies during an inventory count, and *Scrap*, " "which is where damaged goods are sent to account for inventory losses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:80 msgid "" "`Virtual Locations/Inventory Adjustment` is a location with the " ":guilabel:`Inventory Loss` type. The database shows `65` units in " "`WH/Stock`, but an inventory check reveals `60`. To correct the quantity, " "five units are moved from `WH/Stock` to `Virtual Locations/Inventory " "Adjustment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:0 msgid "Product ends up in Virtual Locations/Inventory Adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:89 msgid "" ":guilabel:`Production`: where raw materials are consumed, and " ":doc:`manufactured products <../../manufacturing>` are created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:92 msgid "" ":guilabel:`Transit Location`: used for inter-company or inter-warehouse " "operations to track products shipped between different addresses, such as " ":ref:`Physical Locations/Inter-warehouse transit " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst-1 msgid "List of locations in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:103 msgid "In Odoo, location types are color-coded:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:102 msgid "**Red**: internal locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:103 msgid "**Blue**: view locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:104 msgid "" "**Black**: external locations (including inventory loss, vendor, and " "customer locations)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:107 msgid "View locations in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:109 msgid "" "Odoo databases include pre-configured view locations to organize the " "hierarchy of locations. These provide helpful context, and distinguish " "between internal and external locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:112 msgid "" "*Physical locations* serve as an umbrella for external locations, without " "changing a product's inventory value. (Inventory valuation changes occur " "when products move from internal to external locations)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:119 msgid "" "When moving products in warehouses `WH` and `WH2`, the items are not in " "either warehouse, but still belong to the company. While in transit, they " "are placed in the `Inter-warehouse transit` location, a :guilabel:`Transit " "Location` type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:123 msgid "" "This location is under the view location, `Physical Locations`, indicating " "that `Inter-warehouse transit` is outside of a warehouse, but still part of " "the company. Doing so does not affect the inventory valuation of the " "products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:127 msgid "" "*Partner locations* group customer and vendor locations (external locations)" " together. Transfers to these locations affect inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management.rst:129 msgid "" "*Virtual locations* are locations that do **not** exist physically, but it " "is where items that are not in inventory can be placed. These can be items " "that are no longer in inventory due to loss, or other factors." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:3 msgid "Inventory adjustments" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:5 msgid "" "In any warehouse management system, the recorded inventory counts in the " "database might not always match the actual inventory counts in the " "warehouse. The discrepancy between the two counts can be due to damages, " "human errors, theft, or other factors. As such, inventory adjustments must " "be made to reconcile the differences, and ensure that the recorded counts in" " the database match the actual counts in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:12 msgid "Inventory Adjustments page" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:14 msgid "" "To view the *Inventory Adjustments* page, navigate to " ":menuselection:`Inventory app --> Operations --> Inventory Adjustments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "In stock products listed on the Inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:21 msgid "" "On the :guilabel:`Inventory Adjustments` page, all products that are " "currently in stock are listed, with each product line containing the " "following information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:24 msgid "" ":guilabel:`Location`: the specific location in the warehouse where a product" " is stored." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:25 msgid "" ":guilabel:`Product`: the product whose quantity is listed on the inventory " "adjustment line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:26 msgid "" ":guilabel:`Lot/Serial Number`: the tracking identifier assigned to the " "specific product listed. It can contain letters, numbers, or a combination " "of both." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:30 msgid "" "If a specific product has a quantity of more than `1.00` in stock, and more " "than one serial number (or lot number) assigned to it, each uniquely-" "identified product is displayed on its own product line with its own " "lot/serial number, displayed under the :guilabel:`Lot/Serial Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:35 msgid "" ":guilabel:`On Hand Quantity`: the quantity of the product currently recorded" " in the database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:36 msgid "" ":guilabel:`UoM`: the *unit of measure* in which the product is measured. " "Unless otherwise specified (i.e., in :guilabel:`Pounds` or " ":guilabel:`Ounces`), the default :abbr:`UoM (Unit of Measure)` is " ":guilabel:`Units`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:39 msgid "" ":guilabel:`Counted Quantity`: the real quantity counted during an inventory " "count. This field is left blank by default, but can be changed, depending on" " if it matches the :guilabel:`On Hand Quantity` or not." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:42 msgid "" ":guilabel:`Difference`: the difference between the :guilabel:`On Hand " "Quantity` and :guilabel:`Counted Quantity`, once an inventory adjustment is " "made. The difference is automatically calculated after every inventory " "adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:45 msgid "" ":guilabel:`Scheduled Date`: the date at which a count should be made. If not" " otherwise specified, this date will default to the 31st of December of the " "current year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:47 msgid "" ":guilabel:`User`: the person assigned to the count in the database. This can" " either be the person physically counting the inventory, or applying the " "count in the database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:49 msgid "" ":guilabel:`Product Category`: the category assigned internally to a specific" " product. Unless otherwise specified (i.e., as :guilabel:`Consumable` or " ":guilabel:`Rental`), the default *Product Category* is set to " ":guilabel:`All`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:52 msgid "" ":guilabel:`Available Quantity`: the quantity of a specific product that is " "currently available, based on any outstanding/uncompleted sales orders, " "purchase orders, or manufacturing orders that might change the available " "quantity once fulfilled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:55 msgid "" ":guilabel:`Accounting Date`: the date on which the adjustments will be " "accounted in the Odoo *Accounting* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:57 msgid "" ":guilabel:`Company`: the company whose database these inventory adjustments " "are being made on. The company is listed in the top right corner of the " "database, next to the user currently logged in." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:61 msgid "" "Some columns are hidden by default. To reveal these columns, click the " ":guilabel:`additional options` button (three dots icon) to the far right of " "the form's top row, and select any desired column to reveal by clicking the " "checkbox next to that option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:66 msgid "Create an inventory adjustment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:68 msgid "" "To create a new inventory adjustment from the :menuselection:`Inventory " "Adjustments` page, click :guilabel:`Create`. Doing so creates a new, blank " "inventory adjustment line at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:72 msgid "" "On this blank inventory adjustment line, click the drop-down menu under the " ":guilabel:`Product` column, and select a product. If the selected product is" " tracked using either lots or serial numbers, the desired lot or serial " "number can also be chosen from the drop-down menu under the " ":guilabel:`Lot/Serial Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:77 msgid "" "Next, set the value in the :guilabel:`Counted Quantity` column to the " "quantity counted for that product during the inventory adjustment process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:81 msgid "" "The :guilabel:`Counted Quantity` for new inventory adjustments is set to " "`0.00` by default. An inventory move with `0.00` :guilabel:`Quantity Done` " "is recorded in the product's inventory adjustment history, so it should be " "set to reflect the actual quantity counted." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:85 msgid "" "To the right of the :guilabel:`Counted Quantity` column, the " ":guilabel:`Scheduled Date` and :guilabel:`User` can also be changed via " "their respective drop-down menus. Changing the :guilabel:`Scheduled Date` " "changes the date that the inventory adjustment should be processed on, and " "selecting a responsible :guilabel:`User` assigns a user to the specific " "inventory adjustment (for traceability purposes)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:91 msgid "" "Once all changes have been made to the new inventory adjustment line, click " "away from the line. Doing so saves the adjustment, and moves the line to the" " top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:94 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:156 msgid "" "If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand " "Quantity`, the value in the :guilabel:`Difference` column is **green**. If " "the :guilabel:`Counted Quantity` is less than the :guilabel:`On Hand " "Quantity`, the value in the :guilabel:`Difference` column is **red**. If the" " quantities match, and haven't been changed at all, no value appears in the " ":guilabel:`Difference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "Difference column on inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:104 msgid "" "At this stage, the count (:dfn:`inventory adjustment`) is recorded, but not " "yet applied. This means that the quantity on hand before the adjustment has " "not yet been updated to match the new, real counted quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:108 msgid "" "There are two ways to apply the new inventory adjustment. The first way is " "to click the :guilabel:`Apply` button on the line at the far right of the " "page. The second way is to click the checkbox on the far left of the line. " "Doing so reveals new button options at the top of the page, one of which is " "an :guilabel:`Apply` button. Clicking this button instead causes an " ":guilabel:`Inventory Adjustment Reference / Reason` pop-up window to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:114 msgid "" "From this pop-up menu, a reference or reason can be assigned to the " "inventory adjustment. By default, the :guilabel:`Inventory Reference / " "Reason` field is pre-populated with the date the adjustment is being made " "on, but can be changed to reflect whatever reference or reason is desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:118 msgid "Once ready, click :guilabel:`Apply` to apply the inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "" "Apply all option applies the inventory adjustment once a reason is " "specified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:125 msgid "Count products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:127 msgid "" "Counting products is a recurring activity in a warehouse. Once a count is " "complete, go to :menuselection:`Inventory app --> Operations --> Inventory " "Adjustments` to update the :guilabel:`Counted Quantity` column for each " "product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:131 msgid "" "On each product line, identify whether the value in the :guilabel:`On Hand " "Quantity` column recorded in the database matches the newly-counted value. " "If the recorded value and the counted value do match, click the " ":guilabel:`Set` button (target icon) at the far right of the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:135 msgid "" "Doing so copies the value from the :guilabel:`On Hand Quantity` column over " "to the :guilabel:`Counted Quantity` column, and sets the value of the " ":guilabel:`Difference` column to `0.00`. Subsequently, once applied, an " "inventory move with `0.00` :guilabel:`Quantity Done` is recorded in the " "product's inventory adjustment history." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "Zero count inventory adjustment move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:144 msgid "" "If the newly-counted value for a given product does **not** match the value " "in the :guilabel:`On Hand Quantity` recorded in the database, instead of " "clicking the :guilabel:`Set` button, record the real value in the field in " "the :guilabel:`Counted Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:148 msgid "" "To do so, click the field in the :guilabel:`Counted Quantity` column on the " "specific inventory adjustment line for the product whose count is being " "changed. This automatically assigns a :guilabel:`Counted Quantity` of " "`0.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:152 msgid "" "To change this value, type in a new value that matches the real, newly-" "counted value. Then, click away from the line. Doing so saves the " "adjustment, and automatically adjusts the value in the " ":guilabel:`Difference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:162 msgid "" "Subsequently, once applied, a move with the difference between the " ":guilabel:`On Hand Quantity` and the :guilabel:`Counted Quantity` is " "recorded in the product's inventory adjustment history." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "" "Inventory Adjustments History dashboard detailing a list of prior product " "moves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:170 msgid "" "Sometimes a count occurs, but cannot be applied in the database right away. " "In the time between the actual count and applying the inventory adjustment, " "product moves can occur. In that case, the on-hand quantity in the database " "can change and no longer be consistent with the counted quantity. As an " "extra precaution, Odoo asks for confirmation before applying the inventory " "adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:177 msgid "Change inventory count frequency" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:179 msgid "" "By default, the *scheduled date* for inventory adjustments are always " "scheduled for the 31st of December of the current year. However, for some " "companies, it is crucial that they have an accurate inventory count at all " "times. In such cases, the default scheduled date can be modified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:183 msgid "" "To modify the default scheduled date, go to :menuselection:`Inventory app " "--> Configuration --> Settings`. Then, in the :guilabel:`Operations` " "section, locate the :guilabel:`Annual Inventory Day and Month` setting, " "which includes a drop-down menu that is set to `31 December` by default." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "" "Adjust the next inventory count date with the Annual Inventory Day and Month" " setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:191 msgid "" "To change the day, click the :guilabel:`31`, and change it to a day within " "the range `1-31`, depending on the desired month of the year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:194 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:115 msgid "" "Then, to change the month, click :guilabel:`December` to reveal the drop-" "down menu, and select the desired month." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:197 msgid "" "Once all desired changes have been made, click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:200 msgid "Plan big inventory counts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:202 msgid "" "To plan big inventory counts, such as a full count of everything currently " "in stock, first navigate to :menuselection:`Inventory app --> Operations -->" " Inventory Adjustments`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:205 msgid "" "Then, select the desired products to be counted by clicking the checkbox on " "the far left of each product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:209 msgid "" "To request a count of **all** products currently in stock, click the " "checkbox at the very top of the table, in the header row next to the " ":guilabel:`Location` label. This selects **all** product lines." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "Request a count popup on inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:217 msgid "" "Once all desired products have been selected, click the :guilabel:`Request a" " Count` button at the top of the page. This causes a :guilabel:`Request a " "Count` pop-up window to appear. From this pop-up, fill in the following " "information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:221 msgid ":guilabel:`Inventory Date`: the planned date of the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:222 msgid ":guilabel:`User`: the user responsible for the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:223 msgid "" ":guilabel:`Accounting Date`: the date at which the inventory adjustment will" " be accounted." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:224 msgid "" ":guilabel:`Count`: to leave the on-hand quantity of each product line blank," " select :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each " "product line with the current value recorded in the database, select " ":guilabel:`Set Current Value`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:228 msgid "Finally, once ready, click :guilabel:`Confirm` to request the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:231 msgid "" "In the Odoo *Barcode* app, users can only view inventory counts that are " "assigned to **them**, and are scheduled for **today** or **earlier**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:235 msgid ":doc:`cycle_counts`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:3 msgid "Cycle counts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:5 msgid "" "For most companies, warehouse stock only needs to be counted once a year. " "This is why, by default, after making an *inventory adjustment* in Odoo, the" " scheduled date for the next inventory count is set for the 31st of December" " of the current year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:9 msgid "" "However, for some businesses, it's crucial to have an accurate inventory " "count at all times. These companies use *cycle counts* to keep critical " "stock levels accurate. Cycle counting is a method by which companies count " "their inventory more often in certain *locations*, to ensure that their " "physical inventory counts match their inventory records." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:15 msgid "Activate storage locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:17 msgid "" "In Odoo, cycle counts are location-based. Therefore, the *storage locations*" " feature needs to be enabled before performing a cycle count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:20 msgid "" "To enable this feature, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`, and scroll down to the :guilabel:`Warehouse` " "section. Then, click the checkbox next to :guilabel:`Storage Locations`. " "Click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Enabled storage locations setting in inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:29 msgid "Change inventory count frequency by location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:31 msgid "" "Now that the storage locations setting is enabled, the inventory count " "frequency can be changed for specific locations created in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:34 msgid "" "To view and edit locations, navigate to :menuselection:`Inventory app --> " "Configuration --> Locations`. This reveals a :guilabel:`Locations` page " "containing every location currently created and listed in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:38 msgid "" "From this page, click into a location to reveal the settings and " "configuration page for that location. Click :guilabel:`Edit` to edit the " "location settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:41 msgid "" "Under the :guilabel:`Cyclic Inventory` section, locate the " ":guilabel:`Inventory Frequency (Days)` field, which should be set to `0` (if" " this location has not been edited previously). In this field, change the " "value to whichever number of days is desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Location frequency setting on location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:50 msgid "" "A location that needs an inventory count every 30 days should have the " ":guilabel:`Inventory Frequency (Days)` value set to `30`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:53 msgid "" "Once the frequency has been changed to the desired number of days, click " ":guilabel:`Save` to save changes. Now, once an inventory adjustment is " "applied to this location, the next scheduled count date is automatically " "set, based on the value entered into the :guilabel:`Inventory Frequency " "(Days)` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:59 msgid "Count inventory by location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:61 msgid "" "To perform a cycle count for a specific location in the warehouse, navigate " "to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`. " "This reveals an :guilabel:`Inventory Adjustments` page containing all " "products currently in stock, with each product listed on its own line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:66 msgid "" "From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at" " the top of the page, under the :guilabel:`Search...` bar), can be used to " "select specific locations and perform inventory counts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:74 msgid "" "To select a specific location and view all products within that location, " "click :guilabel:`Group By`, then click :guilabel:`Add Custom Group` to " "reveal a new drop-down menu to the right." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:77 msgid "" "Click :guilabel:`Location` from the drop-down menu, then click " ":guilabel:`Apply`. The page now displays condensed drop-down menus of each " "location in the warehouse that has products in stock, and a cycle count can " "be performed for all products in that location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:82 msgid "" "In large warehouses with multiple locations and a high volume of products, " "it might be easier to search for the specific location desired. To do this, " "from the :guilabel:`Inventory Adjustments` page, click :guilabel:`Filters`. " "Then, click :guilabel:`Add Custom Filter` to reveal a new menu to the right." " Click this menu to reveal three drop-downs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:87 msgid "" "For the first field, click and select :guilabel:`Location` from the drop-" "down. For the second field, leave the :guilabel:`contains` value as is. For " "the third field, type in the name of the location that is being searched " "for. Click :guilabel:`Apply` for that location to appear on the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Applied filters and group by on inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:97 msgid "Change full inventory count frequency" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:99 msgid "" "While cycle counts are typically performed per location, the scheduled date " "for full inventory counts of everything in-stock in the warehouse can also " "be manually changed to push the date up sooner than the date listed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:103 msgid "" "To modify the default scheduled date, go to :menuselection:`Inventory app " "--> Configuration --> Settings`. Then, in the :guilabel:`Operations` " "section, locate the :guilabel:`Annual Inventory Day and Month` setting " "field, which includes a drop-down that is set to `31` :guilabel:`December` " "by default." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Frequency field in inventory app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:112 msgid "" "To change the day, click the `31`, and change it to a day within the range " "`1-31`, depending on the desired month of the year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:118 msgid "" "Once all changes have been made, click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:121 msgid ":doc:`count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:3 msgid "Scrap inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:5 msgid "" "In some cases, a product in inventory may be damaged or found to be " "defective. If it is not possible to repair or return the product, Odoo " "*Inventory* allows users to scrap it, ensuring that usable inventory counts " "remain accurate." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:10 #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 msgid "" "Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " "Operations --> Scrap`. Each scrap order shows the date and time the order " "was created, along with the product and quantity that was scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:14 msgid "" "To view the total quantity of each item scrapped, navigate to " ":menuselection:`Inventory --> Configuration --> Locations`. Remove the " ":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " "virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:19 msgid "" "By default, scrapping a product removes it from physical inventory, and " "places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " "location is **not** a physical space, but rather a designation in Odoo that " "is used to track items that are no longer in physical inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:68 #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:30 msgid "Learn more" msgstr "Dowiedz się więcej" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:25 msgid "" "For more information about virtual locations, see the documentation about " "the different types of :ref:`location types " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:29 msgid "Scrap from stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:31 msgid "" "To scrap a product located in inventory, begin by navigating to " ":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" " Orders` page, click :guilabel:`Create` to configure a new scrap order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:35 msgid "" "On the scrap order, select the product being scrapped from the " ":guilabel:`Product` drop-down menu, then enter the quantity in the " ":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " "location where the product is stored, and the :guilabel:`Scrap Location` " "defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " "changed by selecting a different location from their respective drop-down " "menus." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "A new scrap order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:45 msgid "" "Finally, click :guilabel:`Validate` to scrap the product. The on-hand " "inventory count for the scrapped product updates to subtract the scrapped " "quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:49 msgid "Scrap from a receipt, transfer, or delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:51 msgid "" "It is also possible to scrap products during the receipt, transfer, and " "delivery operations. This can be necessary if any products are found to be " "defective when receiving them into inventory, transferring them from one " "location to another, or preparing them for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:55 msgid "" "To scrap a product during the receipt, transfer, or delivery operations, " "begin by navigating to the :menuselection:`Inventory` app. On the " ":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" " :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " ":guilabel:`Delivery Orders` card, depending on the type of operation the " "product is being scrapped from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:61 msgid "" "For the :guilabel:`Internal Transfers` card to appear on the " ":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " ":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" " :menuselection:`Configuration --> Settings`, then enable the checkbox next " "to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:66 msgid "" "Alternatively, a list of all delivery orders, receipts, and transfers can be" " viewed by navigating to :menuselection:`Inventory --> Operations --> " "Transfers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:69 msgid "" "Next, open a delivery order, receipt, or transfer from the corresponding " "page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" " page. Click it to open the :guilabel:`Scrap` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "The scrap pop-up in the Inventory app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:78 msgid "" "The :guilabel:`Scrap` button will only appear on a receipt that has been " "validated. This is because Odoo only allows products to be scrapped once " "they have been entered into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:81 msgid "" "On the :guilabel:`Scrap` pop-up window, select the product being scrapped " "from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" " :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:84 msgid "" "The :guilabel:`Source Location` defaults to the location where the product " "is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" " Locations/Scrap`, but either of these can be changed by selecting a " "different location from their respective drop-down menus." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:88 msgid "" "Finally, click :guilabel:`Done` to scrap the product. After doing so, the " ":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " "button appears in the top right of the page. Click it to view all of the " "scrap orders created from that operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "The Scraps smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:5 msgid "" "A *location* is a specific space within a warehouse. This can be a shelf, " "room, aisle, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:10 msgid "" "To create specific storage locations, enable the *Storage Locations* feature" " by going to :menuselection:`Inventory app --> Configuration --> Settings`. " "In the :guilabel:`Warehouses` section, tick the :guilabel:`Storage " "Locations` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:15 msgid "" "Typically, the :guilabel:`Storage Locations` feature is used with " ":doc:`Multi-Step Routes " "<../../shipping_receiving/daily_operations/use_routes>`, which controls how " "products move between locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "Show Storage Locations feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:24 msgid "Create new location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:26 msgid "" "After enabling *Storage Locations*, go to :menuselection:`Inventory app --> " "Configuration --> Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "List of internal locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:33 msgid "" "On this page, click :guilabel:`New`. The new location form can then be " "configured as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:35 msgid ":guilabel:`Location Name`: recognizable name of the location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:36 msgid "" ":guilabel:`Parent Location`: the location within which the new location " "exists. After the location is created, it is listed on the " ":guilabel:`Locations` page using a *location hierarchy*, to describe how a " "specific location fits within larger areas of the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:41 msgid "" "In `WH/Stock/Zone A/Refrigerator 1`, \"Refrigerator 1\" is the location " "name, \"Zone A\" is the parent location, and everything before it is the " "path showing where this spot is within the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:46 msgid "Additional Information section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:48 msgid "" "In addition to the required fields above, configure the following location " "fields to ensure the location serves its intended purpose in the database:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:51 msgid "" ":guilabel:`Location Type`: from the drop-down menu, choose :guilabel:`Vendor" " Location`, :guilabel:`View`, :guilabel:`Internal Location`, " ":guilabel:`Customer Location`, :guilabel:`Inventory Loss`, " ":guilabel:`Production`, or :guilabel:`Transit Location` to categorize the " "location. For details on each location type, refer to the :ref:`Location " "Types section `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:56 msgid "" ":guilabel:`Storage Category`: only available with the :doc:`Storage " "Categories <../../shipping_receiving/daily_operations/storage_category>` " "feature enabled in :menuselection:`Inventory app --> Configuration --> " "Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:59 msgid ":guilabel:`Company`: the company the location belongs to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:60 msgid "" ":guilabel:`Is a Scrap Location?`: tick this checkbox to allow for " "scrapped/damaged goods to be stored in this location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:62 msgid "" ":guilabel:`Is a Return Location?`: tick this checkbox to allow products to " "be returned to this location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:64 msgid "" ":guilabel:`Barcode`: used with the *Barcode* app, enter the barcode to " ":ref:`identify actions ` at this location when " "scanned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:66 msgid "" ":guilabel:`Replenish Location`: used for :doc:`configuring routes " "<../../shipping_receiving/daily_operations/use_routes>`, tick this checkbox " "to set the location as a destination for receiving products from *Buy*, " "*Manufacture*, or other procurement routes, ensuring products are correctly " "supplied to the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "The form for creating a new location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:76 msgid "Cyclic Counting section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:78 msgid "" "To schedule regular inventory counts at this location, set the " ":guilabel:`Inventory Frequency (Days)` field to the desired interval. By " "default, it is set to `0` (no scheduled counts)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:81 msgid "" "For example, setting this field to `30`, schedules a count every thirty " "days. For more specifics on setting up and using this feature, refer to the " ":doc:`Cycle Counts documentation `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:84 msgid "" "The :guilabel:`Last Effective Inventory` field displays the date the last " "inventory count at this location occurred. When scheduled inventory counts " "are enabled, the :guilabel:`Next Expected Inventory` field displays the date" " of the next inventory count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:89 msgid "" "With inventory counts scheduled to occur every `30` days, and the " ":guilabel:`Last Effective Inventory` count occurring on July 16, the " ":guilabel:`Next Expected Inventory` is August 15." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:0 msgid "Show Cyclic Count section of the locations form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:97 msgid "Logistics section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:99 msgid "" "In the :guilabel:`Logistics` section of the locations form, optionally " "select a :guilabel:`Removal Strategy` to determine the order and priority of" " how products are picked from inventory. The options are: :guilabel:`First " "In First Out (FIFO)`, :guilabel:`Last In First Out (LIFO)`, " ":guilabel:`Closest Location`, and :guilabel:`First Expiry First Out (FEFO)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:108 msgid "Current stock at location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:110 msgid "" "To view the current stock at a single location, go to " ":menuselection:`Inventory app --> Configuration --> Locations`, and select " "the desired location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:113 msgid "" "Next, click the :guilabel:`Current Stock` smart button to get a list of all " "products at the location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:117 msgid "" "A list of current stock at `Shelf 1` consists of `266` cabinets and `39` " "desks." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:0 msgid "Show stock at Shelf 1." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:5 msgid "" "In the Odoo *Inventory* app, a *warehouse* is a physical space with an " "address for storing items, such as a storage facility, distribution center, " "or physical store." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:8 msgid "" "Each database has a pre-configured warehouse with the company's address. " "Users can set up multiple warehouses, and :doc:`create stock moves " "<../../shipping_receiving/daily_operations/use_routes>` between them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:15 msgid "" "To create or manage warehouses, go to :menuselection:`Inventory app --> " "Configuration --> Warehouses`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:18 msgid "" "Then, select an existing warehouse, or create a new one by clicking " ":guilabel:`New`. Doing so opens the warehouse form, which contains the " "following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:21 msgid "" ":guilabel:`Warehouse` (*required field*): the full name of the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:22 msgid "" ":guilabel:`Short Name` (*required field*): the abbreviated code for the " "warehouse (maximum five characters). The short name for the default " "warehouse in Odoo is `WH`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:26 msgid "" "The :guilabel:`Short Name` appears on warehouse documents, so it is " "recommended to use an memorable one, like \"WH[first letters of location]\" " "(e.g. `WHA`, `WHB`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:29 msgid "" ":guilabel:`Address` (*required field*): the address of the warehouse. To " "change the warehouse address when creating two or more warehouses, hover " "over the field, and click the :icon:`fa-arrow-right` :guilabel:`(right " "arrow)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:32 msgid "" ":guilabel:`Company` (*required field*): the company that owns the warehouse;" " this can be set as the company that owns the Odoo database, or the company " "of a customer or vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:34 msgid "" ":guilabel:`Intrastat region`: :doc:`region name " "<../../../../finance/accounting/reporting/intrastat>` required for companies" " in the European Union." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:39 msgid "" "The options below are available **only** when the *Multi-Step Routes* " "feature is enabled in :menuselection:`Inventory app --> Configuration --> " "Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:42 msgid "" ":guilabel:`Incoming Shipments`: select the option to receive products from " "the warehouse in :doc:`one " "<../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, " ":doc:`two " "<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`, or" " :doc:`three " "<../../shipping_receiving/daily_operations/receipts_three_steps>` steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:47 msgid "" ":guilabel:`Outgoing Shipments`: select the option to deliver products from " "the warehouse in :doc:`one " "<../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, " ":doc:`two " "<../../shipping_receiving/daily_operations/receipts_delivery_two_steps>`, or" " :doc:`three " "<../../shipping_receiving/daily_operations/delivery_three_steps>` steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:52 msgid "" ":guilabel:`Dropship Subcontractors`: available with the *Subcontracting* " "feature enabled in :menuselection:`Manufacturing app --> Configuration --> " "Settings`. Tick this checkbox to purchase components from vendors, and " "dropship them to subcontractors." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:55 msgid "" ":guilabel:`Resupply Subcontractors`: available with the *Subcontracting* " "feature, tick this checkbox to supply subcontractors with raw materials " "stored in *this* specific warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:57 msgid "" ":guilabel:`Manufacture to Resupply`: tick this checkbox to allow for items " "to be manufactured in this warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:59 msgid "" ":guilabel:`Manufacture`: choose whether to manufacture products in :doc:`one" " <../../../manufacturing/management/one_step_manufacturing>`, :doc:`two " "<../../../manufacturing/management/two_step_manufacturing>`, or :doc:`three " "steps <../../../manufacturing/management/three_step_manufacturing>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:63 msgid "" ":guilabel:`Buy to Resupply`: tick this checkbox to allow for purchased " "products to be delivered to the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:65 msgid "" ":guilabel:`Resupply From`: available with multiple warehouses in the " "database, select warehouses to pull stock *from* to fulfill orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:69 msgid "" ":doc:`Use inventory adjustments to add stock to new warehouses " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst-1 msgid "Example warehouse form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:15 msgid "" "In Odoo, stock can be replenished one of three ways: *reordering rules*, the" " *make to order* (MTO) route, or using the *master production schedule* " "(MPS)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:18 msgid "" "Each replenishment mechanism triggers the creation or suggestion of a " "purchase order (PO) or manufacturing order (MO), with the best choice " "depending on the business process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:42 msgid "Replenishment strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:45 msgid "Replenishment report and reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:47 msgid "" "Reordering rules are rules that can be set up to maintain a minimum stock " "level. They are often configured to support manufacturing or sales " "requirements. When a product's stock falls at or below the minimum level, " "Odoo generates (or suggests) a purchase or manufacturing order to replenish " "stock to the maximum level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:52 msgid "" "When using automatic reordering rules, Odoo generates a new order. When " "using manual, Odoo suggests orders on the replenishment report. For detailed" " guidance, refer to the :doc:`replenishment report ` " "and :doc:`reordering rules `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:56 msgid "Key points include:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:58 msgid "" ":ref:`Automatic reordering rules `: " "Automatically create |POs| or |MOs| when stock falls below the minimum " "level. While this is convenient, it is less flexible." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:61 msgid "" ":ref:`Manual reordering rules `: " "Generate suggestions in the replenishment report for user review, allowing " "adjustments and batch orders while meeting deadlines." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:64 msgid "" ":ref:`Just-in-time logic `: A " "strategy to replenish only what is needed to prevent overstocking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:68 msgid ":doc:`replenishment/reordering_rules`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:69 msgid ":doc:`replenishment/report`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:74 msgid "Make to order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:76 msgid "" "An |MTO| strategy means that procurement or production is triggered only " "after a sales order has been confirmed. This strategy is recommended when " "products are customizable, demand is unpredictable, there is limited storage" " capacity, and when products are high in value and low in demand. In such " "cases, it does not make sense to keep on-hand inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:81 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:84 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" " reordering rules, Odoo generates a draft |PO| or |MO| when the product's " "forecasted stock falls below the set minimum quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:88 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:91 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:95 msgid ":doc:`replenishment/mto`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:98 msgid "Master production schedule" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:100 msgid "" "The :abbr:`MPS (Master Production Schedule)` is a dashboard where products " "and their forecasted quantities are entered. Based on confirmed " "manufacturing and purchase orders, the dashboard recommends amounts to order" " or produce." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:104 msgid "" "This a useful **manual** tool for keeping track of quantities. The " ":abbr:`MPS (Master Production Schedule)` **should absolutely not** be used " "alongside reordering rules, as the automated workflow disrupts its manual " "replenishment method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:109 msgid ":doc:`../../manufacturing/management/use_mps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:3 msgid "Lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:7 msgid "" "Accurately forecasting delivery dates is vital for fulfilling customer " "expectations. In Odoo, the **Inventory** app allows for comprehensive lead " "time configuration, allowing coordination and planning of manufacturing " "orders, deliveries, and receipts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:12 msgid "Lead time types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:14 msgid "" "Different lead times for different operations can impact various stages of " "the order fulfillment process. Here's a summary of the types of lead times " "in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:21 msgid "" ":ref:`Customer lead time `: The default " "time frame for fulfilling customer orders. The customer lead time is the " "number of days from the date the sales order (SO) is confirmed to the date " "the products are shipped from the warehouse. This is also known as *delivery" " lead time*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:26 msgid "" ":ref:`Sales security lead time `: " "moves the *scheduled delivery date* forward by a specified number of days. " "This serves as a buffer to allow the team ample time to prepare the outgoing" " shipment earlier, considering the possibility of delays in the fulfillment " "process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:31 msgid "" ":ref:`Purchase lead time `: the number of " "days from the confirmation of a purchase order (PO) to the receipt of " "products. It provides insight on the time it takes for products to arrive at" " the warehouse, facilitating effective scheduling and planning of supplier " "deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:36 msgid "" ":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " "specified number of days. This proactive approach of placing orders earlier " "mitigates the risk of vendor or shipping delays. Thus, for products that are" " set to replenish to order, the need appears on the *Replenishment report* " "earlier, according to the specified number of days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:42 msgid "" ":ref:`Days to Purchase lead time `: days needed for the vendor to receive a request for quotation " "(RFQ) and confirm it. It advances the deadline to schedule a |RFQ| by a " "specified number of days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:46 msgid "" ":ref:`Manufacturing lead time `: the number " "of days needed to complete a manufacturing order (MO) from the date of " "confirmation. This lead time includes weekends (non-working hours in Odoo), " "and is used to forecast an approximate production date for a finished good." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:51 msgid "" ":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " "forward by a specified number of days. When used in conjunction with " ":ref:`replenish to order `, the " "security lead time makes the need appear earlier on the replenishment " "report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:59 msgid "Sales lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:61 msgid "" "Customer lead times and sales security lead times can be configured to " "automatically compute an *expected delivery date* on a :abbr:`SO (Sales " "Order)`. The expected delivery date ensures a realistic *delivery dates* " "setting for shipments from the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:65 msgid "" "Odoo issues a warning message if the set delivery date is earlier than the " "expected date, as it may not be feasible to fulfill the order by that time, " "which would impact other warehouse operations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:69 msgid "" "A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " "confirmed on July 11th. The product has a customer lead time of 14 days, and" " the business uses a sales security lead time of 1 day. Based on the lead " "time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "" "Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:77 msgid "" "The following sections demonstrate how to automatically compute expected " "delivery dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:80 msgid "Customer lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:82 msgid "" "Set the customer lead time on each product form, by navigating to the " "products page. To do so, go to :menuselection:`Sales app --> Products --> " "Products`. From there, select the desired product, and switch to the " ":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " "field, fill in the number of calendar days required to fulfill the delivery " "order from start to finish." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:88 msgid "" "Set a 14-day customer lead time for the `Coconut-scented candle` by " "navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" " `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "Set *Customer Lead Time* on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:99 msgid "Sales security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:101 msgid "" "*Sales security lead time* is set globally for the business in " ":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:104 msgid "" "On the configuration page, under the :guilabel:`Advanced Scheduling` " "heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " "click the checkbox to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:107 msgid "" "Next, enter the desired number of calendar days. This security lead time is " "a buffer notifying the team to prepare for outgoing shipments earlier than " "the scheduled date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:111 msgid "" "Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " "the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " "In that case, if a product is initially scheduled for delivery on April 6th," " but with a one-day security lead time, the new scheduled date for the " "delivery order would be April 5th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:121 msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:123 msgid "" "For orders that include multiple products with different lead times, the " "lead times can be configured directly from the quotation itself. On a " "quotation, click the :guilabel:`Other Info` tab, and set the " ":guilabel:`Shipping Policy` to:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:127 msgid "" ":guilabel:`As soon as possible` to deliver products as soon as they are " "ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " "determined by adding today's date to the shortest lead time among the " "products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:131 msgid "" ":guilabel:`When all products are ready` to wait to fulfill the entire order " "at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " "is determined by adding today's date to the longest lead time among the " "products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:140 msgid "" "In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " "products have a lead time of 8 days and 5 days, respectively. Today's date " "is April 2nd." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:143 msgid "" "When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " "possible`, the scheduled delivery date is 5 days from today: April 7th. On " "the other hand, selecting :guilabel:`When all products are ready` configures" " the scheduled date to be 8 days from today: April 10th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:150 msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:152 msgid "" "Automatically determining the dates on which to place orders from suppliers " "can help simplify the procurement process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:155 msgid "" "Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " "(Purchase Order)` deadline, based on the required date the product is needed" " in the warehouse. By working backwards from the receipt date, vendor lead " "times and purchase security lead times are taken into account, in order to " "determine the :abbr:`PO (Purchase Order)` deadline." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:160 msgid "" "This deadline is the date by which the order should be confirmed, in order " "to ensure timely arrival by the expected receipt date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "" "Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:168 msgid "" ":ref:`PO scheduling with reordering rules " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:171 msgid "Vendor lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:173 msgid "" "To set a vendor lead time for orders arriving in the warehouse from a vendor" " location, begin by navigating to a product form through " ":menuselection:`Purchase app --> Products --> Products`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:176 msgid "" "Next, select the desired product, and switch to the :guilabel:`Purchase` " "tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " "button to add vendor details, such as the :guilabel:`Vendor` name, " ":guilabel:`Price` offered for the product, and lastly, the " ":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:182 msgid "" "Multiple vendors and lead times can be added to the vendor pricelist. The " "default vendor and lead time selected will be the entry at the top of the " "list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:186 msgid "" "On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " "Time` for the selected vendor is set to `10 days.`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "Add delivery lead times to vendor pricelist on a product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:193 msgid "" "By setting the vendor lead time, the expected arrival date of the item is " "automatically determined as the date of the :abbr:`PO (Purchase Order)` " "confirmation, plus the vendor lead time. This ensures that warehouse " "employees are notified, if the products do **not** arrive within the " "expected timeframe." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:199 msgid "" "On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " "configured with a 10-day vendor lead time, Odoo automatically sets the " ":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " ":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " "the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" " Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "Show expected *Receipt Date* of the product from the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "" "Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:215 msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:217 msgid "" "*Purchase security lead time* is set globally for the business in " ":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:220 msgid "" "On the configuration page, under the :guilabel:`Advanced Scheduling` " "heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" " click the checkbox to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:223 msgid "" "Next, enter the desired number of calendar days. By configuring the security" " lead time, a buffer is set to account for potential delays in supplier " "deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:227 msgid "" "Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " "pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " "case, if a product is initially scheduled to arrive on April 6th, with a " "two-day security lead time, the new scheduled date for the receipt would be " "April 8th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "" "Set security lead time for purchase from the Inventory > Configuration > " "Settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:239 msgid "Days to purchase lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:241 msgid "" "To set it up, go to :menuselection:`Inventory app --> Configuration --> " "Settings`. Under the :guilabel:`Advanced Scheduling` section, in the " ":guilabel:`Days to Purchase` field, specify the number of days required for " "the vendor to confirm a |RFQ| after receiving it from the company." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:248 msgid "Manufacturing lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:250 msgid "" "Lead times can help simplify the procurement process for consumable " "materials and components used in manufactured products with bills of " "materials." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:253 msgid "" "The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " "begin the manufacturing process to complete the product by the scheduled " "delivery date, can be determined by configuring the manufacturing lead times" " and manufacturing security lead times." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "" "Visualization of the determination of planned MO date manufacturing lead " "times." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:262 msgid "Manufacturing lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:264 msgid "" "Configure the manufacturing lead time directly on the product form, by " "navigating to :menuselection:`Manufacturing app --> Products --> Products`, " "and select the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:267 msgid "" "In the :guilabel:`Inventory` tab of the product, specify the calendar days " "needed to the manufacture the product in the :guilabel:`Manufacturing Lead " "Time` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:271 msgid "" "Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " "in the :guilabel:`Inventory` tab of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "" "View of the manufacturing lead time configuration from the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:278 msgid "" "Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " "*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " "of the :abbr:`DO (Delivery Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 msgid "" "The :abbr:`MO (Manufacturing Order)` deadline, which is the " ":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" " calculated as the *expected delivery date* subtracted by the manufacturing " "lead time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:285 msgid "" "This ensures the manufacturing process begins on time, in order to meet the " "delivery date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:287 msgid "" "However, it's important to note that lead times are based on calendar days. " "Lead times do **not** consider weekends, holidays, or *work center capacity*" " (:dfn:`the number of operations that can be performed at the work center " "simultaneously`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:292 msgid ":ref:`Manufacturing planning `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:293 msgid "" ":ref:`Configure automatic MO scheduling with reordering rules " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:297 msgid "" "A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " "August 15th. The product requires 14 days to manufacture. So, the latest " "date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " "date is August 1st." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:304 msgid "Manufacturing security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:306 msgid "" "*Manufacturing security lead time* is set globally for the business in " ":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" " :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " "Time`, and click the checkbox to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:310 msgid "" "Next, enter the desired number of calendar days. By configuring the security" " lead time, a buffer is set to account for potential delays in the " "manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:318 msgid "" "A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " "set for August 15th. The manufacturing lead time is 7 days, and " "manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " "Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " "begin the manufacturing order. In this example, the planned date on the " ":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:325 msgid "Global example" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:327 msgid "" "See the following example to understand how all the lead times work together" " to ensure timely order fulfillment:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:330 msgid "**Sales security lead time**: 1 day" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:331 msgid "**Manufacturing security lead time**: 2 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:332 msgid "**Manufacturing lead time**: 3 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:333 msgid "**Purchase security lead time**: 1 day" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:334 msgid "**Vendor lead time**: 4 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:336 msgid "" "The customer places an order for a manufactured product on September 1st, " "and the scheduled delivery date from the warehouse is on September 20th. " "Odoo uses lead times and automated reordering rules to schedule the " "necessary operations, based on the outgoing shipment delivery date, " "September 20th:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "" "Show timeline of how lead times work together to schedule warehouse " "operations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:344 msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:346 msgid "" "**September 9th**: Deadline to order components to ensure they arrive in " "time when manufacturing begins (4-day supplier lead time)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:349 msgid "" "**September 13th**: Scheduled date of receipt for components. Initially, it " "was set to 9/14, but the 1-day purchase security lead time pushed the date " "earlier by 1 day." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:352 msgid "" "**September 14th**: Deadline to begin manufacturing. Calculated by " "subtracting the manufacturing lead time of 3 days, and the manufacturing " "security lead time of 2 days, from the expected delivery date of September " "19th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:356 msgid "" "**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " "indicates the updated expected delivery date, which was originally set as " "September 20th. But the sales security lead time pushed the date forward by " "a day." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:360 msgid "" "Odoo's replenishment planning maps a business' order fulfillment process, " "setting pre-determined deadlines and raw material order dates, including " "buffer days for potential delays. This ensures products are delivered on " "time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:3 msgid "Replenish on order (MTO)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:9 msgid "" "*Replenish on order*, also known as *MTO* (make to order), is a " "replenishment strategy that creates a draft order for a product every time a" " sales order is created for it. For products that are purchased from a " "vendor, a request for quotation (RFQ) is created, while a sales order for a " "product manufactured in-house triggers the creation of a manufacturing " "order. The creation of a |RFQ| or manufacturing order occurs every time a " "sales order is created, regardless of the current stock level of the product" " being ordered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:19 msgid "Unarchive the Replenish on Order (MTO) route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:21 msgid "" "By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| " "is a somewhat niche workflow that is only used by certain companies. " "However, it is easy to unarchive the route in just a few simple steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:25 msgid "" "To do so, begin by navigating to :menuselection:`Inventory --> Configuration" " --> Routes`. On the :guilabel:`Routes` page, click the :guilabel:`Filters` " "button and select the :guilabel:`Archived` option. This shows all routes " "that are currently archived." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst-1 msgid "The archived filter on the Routes page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:33 msgid "" "Enable the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click" " the :guilabel:`Action` button to reveal a drop-down menu. From the drop-" "down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst-1 msgid "The unarchive action on the Routes page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:40 msgid "" "Finally, remove the :guilabel:`Archived` filter from the " ":guilabel:`Search...` bar. The :guilabel:`Routes` page will now show all " "available routes, including :guilabel:`Replenish on Order (MTO)`, which is " "now selectable on the inventory tab of each product page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst-1 msgid "The MTO route appears on the Routes page after unarchiving it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:49 msgid "Configure a product to use the MTO route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:51 msgid "" "With the |MTO| route unarchived, products can now be properly configured to " "use replenish on order. To do so, begin by going to " ":menuselection:`Inventory --> Products --> Products`, then select an " "existing product, or click :guilabel:`Create` to configure a new one." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:55 msgid "" "On the product page, select the :guilabel:`Inventory` tab and enable the " ":guilabel:`Replenish on Order (MTO)` route in the :guilabel:`Routes` " "section, along with one other route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:59 msgid "" "The :guilabel:`Replenish on Order (MTO)` route **does not** work unless " "another route is selected as well. This is because Odoo needs to know how to" " replenish the product when an order is placed for it (buy it, manufacture " "it, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst-1 msgid "Select the MTO route and a second route on the Inventory tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:67 msgid "" "If the product is purchased from a vendor to fulfill sales orders, enable " "the :guilabel:`Can be Purchased` checkbox under the product name. Doing so " "makes the :guilabel:`Purchase` tab appear alongside the other settings tabs " "below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:71 msgid "" "Select the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the" " :guilabel:`Price` they sell the product for." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst-1 msgid "Enable \"Can be Purchased\" and specify a vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:78 msgid "" "If the product is manufactured, make sure that it has a bill of materials " "(BOM) configured for it. To do so, click the :guilabel:`Bill of Materials` " "smart button at the top of the screen, then click :guilabel:`Create` on the " ":guilabel:`Bill of Materials` page to configure a new |BOM| for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:83 msgid "" "On the blank |BOM| form, add the components used to manufacture the product " "on the :guilabel:`Components` tab, along with the operations required for " "the manufacturing workflow on the :guilabel:`Operations` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:87 msgid "Finally, click :guilabel:`Save` to save the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:90 msgid "Fulfill a sales order using the MTO route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:92 msgid "" "After configuring a product to use the |MTO| route, a replenishment order is" " created for it every time a sales order including the product is confirmed." " The type of order created depends on the second route selected in addition " "to |MTO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:96 msgid "" "For example, if *Buy* was the second route selected, then a purchase order " "is created upon confirmation of a sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:100 msgid "" "When the |MTO| route is enabled for a product, a replenishment order is " "always created upon confirmation of a sales order. This is the case even if " "there is enough stock of the product on-hand to fulfill the sales order, " "without buying or manufacturing additional units of it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:104 msgid "" "While the |MTO| route can be used in unison with a variety of other routes, " "the *Buy* route is used as the example for this workflow. Begin by " "navigating to the :menuselection:`Sales` app, then click :guilabel:`Create`," " which opens a blank quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:108 msgid "" "On the blank quotation form, add a :guilabel:`Customer`, then click " ":guilabel:`Add a product` under the :guilabel:`Order Lines` tab, and enter a" " product that has been configured to use the *MTO* and *Buy* routes. Click " ":guilabel:`Confirm` and the quotation is turned into a sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:112 msgid "" "A :guilabel:`Purchase` smart button now appears in the top-right corner of " "the sales order. Clicking it opens the |RFQ| associated with the sales " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:115 msgid "" "Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a " "purchase order. A green :guilabel:`Receive Products` button now appears at " "the top of the purchase order. Once the products are received, click " ":guilabel:`Receive Products` to register them into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:119 msgid "" "Return to the sales order by clicking the :guilabel:`SO` breadcrumb, or by " "navigating to :menuselection:`Sales --> Orders --> Orders`, and selecting " "the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:122 msgid "" "Finally, click the :guilabel:`Delivery` smart button in the top-right of the" " order to be taken to the delivery order. Once the products have been " "shipped to the customer, click :guilabel:`Validate` to confirm the delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:3 msgid "Reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:17 msgid "" "*Reordering rules* are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" " specifying a minimum quantity that stock should not fall below and a " "maximum quantity that stock should not exceed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:21 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a *request for " "quotation* (RFQ) is created when the reordering rule is triggered. If a " "product uses the *Manufacture* route, then a *manufacturing order* (MO) is " "created instead. This is the case regardless of the selected replenishment " "route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:27 msgid "" "`Odoo Tutorials: Automatic Reordering Rules " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:28 msgid "" "`Odoo Tutorials: Manual Reordering Rules " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:30 msgid "To set up reordering rules for the first time, refer to:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:32 msgid "" ":ref:`Reordering rules setup `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:33 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:128 msgid ":ref:`Trigger `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:34 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:129 msgid ":ref:`Preferred route `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:36 msgid "To understand and optimize replenishment using advanced features, see:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:38 msgid ":ref:`Just-in-time logic `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:39 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:133 msgid ":ref:`Visibility days `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:44 msgid "Reordering rules setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:46 msgid "" "To configure automatic and manual reordering rules, complete the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:48 msgid "" ":ref:`Product type configuration `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:49 msgid ":ref:`Create rule `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:54 msgid "Product type configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:56 msgid "" "A product must be configured correctly to use reordering rules. Begin by " "navigating to :menuselection:`Inventory app --> Products --> Products`, then" " select an existing product, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:60 msgid "" "On the product form, under the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Storable Product`. This is necessary " "because Odoo only tracks stock quantities for storable products, and " "quantities are needed to trigger reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Set the Product Type as Storable." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:68 msgid "" "Next, click the :guilabel:`Inventory` tab and select one or more routes from" " the :guilabel:`Routes` section. Doing so tells Odoo which route to use to " "replenish the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Select one or more routes on the Inventory tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:75 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." " This makes the :guilabel:`Purchase` tab appear. Click on the " ":guilabel:`Purchase` tab, and specify at least one vendor, and the price " "that they sell the product for, so that Odoo knows which company the product" " should be purchased from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Specify a vendor and price on the Purchase tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:84 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one *bill of materials* (BoM) associated with it. " "This is necessary because Odoo only creates manufacturing orders for " "products with a |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:88 msgid "" "If a |BoM| does not already exist for the product, select the " ":guilabel:`Bill of Materials` smart button at the top of the product form, " "then click :guilabel:`New` to configure a new |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "The Bill of Materials smart button on a product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:98 msgid "Create new reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:100 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Configuration --> Reordering Rules`, then click :guilabel:`New`, and " "fill out the following fields in the new line:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:103 msgid ":guilabel:`Product`: The product that requires replenishment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:104 msgid "" ":guilabel:`Location`: The specific location where the product is stored." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:105 msgid "" ":guilabel:`Min Quantity`: The minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:107 msgid "" ":guilabel:`Max Quantity`: The amount of product that should be available " "after replenishing the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:109 msgid "" ":guilabel:`Multiple Quantity`: If the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " ":guilabel:`Multiple Quantity` is set to `5`, and only 3 are needed, 5 " "products are replenished." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "The form for creating a new reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:118 msgid "" "Reordering rules can also be created from the :guilabel:`Reordering Rules` " "smart button on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:122 msgid "" "To learn how the :guilabel:`On Hand`, :guilabel:`Forecast`, and " ":guilabel:`To Order` fields are calculated using on-hand quantities and " "future demand, see the :ref:`Just-in-time logic " "` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:126 msgid "" "For advanced usage of reordering rules, learn about the following reordering" " rule fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:130 msgid ":ref:`Vendor `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:131 msgid ":ref:`Bill of materials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:132 msgid "" ":ref:`Procurement group `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:136 msgid "" "The fields above are not available by default, and must be enabled by " "selecting the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon in the " "far-right corner and selecting the desired column from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:143 msgid "Trigger" msgstr "Wyzwalacz" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:145 msgid "" "A reordering rule's *trigger* can be set to *automatic* or *manual*. While " "both function the same way, the difference between the two types of " "reordering rules is how the rule is launched:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:148 msgid "" ":ref:`Auto `: A purchase or " "manufacturing order is automatically created when the forecasted stock falls" " below the reordering rule's minimum quantity. By default, the " ":guilabel:`Auto` trigger is selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:151 msgid "" ":ref:`Manual `: The " ":doc:`Replenishment report ` lists products needing replenishment, " "showing current/forecasted stock, lead times, and arrival dates. Users can " "review forecasts before clicking *Order Once*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:155 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Operations --> Replenishment` or :menuselection:`Inventory app --> " "Configuration --> Reordering Rules`. Then, click the :icon:`oi-settings-" "adjust` :guilabel:`(adjust)` icon, located to the far-right of the column " "titles, and tick the :guilabel:`Trigger` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:160 msgid "" "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or " ":guilabel:`Manual`. Refer to the sections below to learn about the different" " types of reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:166 msgid "Auto" msgstr "Automatycznie" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:168 msgid "" "*Automatic reordering rules*, enabled by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Auto`, generate purchase or " "manufacturing orders when either:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:171 msgid "" "The scheduler runs, and the *Forecasted* quantity is below the minimum, or" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:172 msgid "" "A sales order is confirmed, and lowers the *Forecasted* quantity of the " "product below the minimum." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:175 msgid "" "If the :guilabel:`Buy` route is selected, then an |RFQ| is generated. To " "view and manage |RFQs|, navigate to :menuselection:`Purchase app --> Orders " "--> Requests for Quotation`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:178 msgid "" "If the :guilabel:`Manufacture` route is selected, then an |MO| is generated." " To view and manage |MOs|, navigate to :menuselection:`Manufacturing app -->" " Operations --> Manufacturing Orders`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:181 msgid "" "When no route is selected, Odoo selects the :guilabel:`Route` specified in " "the :guilabel:`Inventory` tab of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:185 msgid "The scheduler is set to run once a day, by default." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:187 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and then select " ":menuselection:`Inventory app --> Operations --> Run Scheduler`. Then, " "select the green :guilabel:`Run Scheduler` button on the pop-up window that " "appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:192 msgid "Be aware that this also triggers *any other* scheduled actions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:195 msgid "" "The product, `Office Lamp`, has an automatic reordering rule set to trigger " "when the forecasted quantity falls below the :guilabel:`Min Quantity` of " "`5.00`. Since the current :guilabel:`Forecast` is `55.00`, the reordering " "rule is **not** triggered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:208 msgid "" "*Manual reordering rules*, configured by setting the reordering rule's " ":guilabel:`Trigger` field to :guilabel:`Manual`, list a product on the " ":doc:`replenishment dashboard ` when the forecasted quantity falls " "below a specified minimum. Products on this dashboard are called *needs*, " "because they are needed to fulfill upcoming sales orders, for which the " "forecasted quantity is not enough." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:214 msgid "" "The replenishment dashboard, accessible by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`, considers " "sales order deadlines, forecasted stock levels, and vendor lead times. It " "displays needs **only** when it is time to reorder items, thanks to the " ":guilabel:`To Reorder` filter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "" "Click the Order Once button on the replenishment dashboard to replenish " "stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:226 msgid "Preferred route" msgstr "Preferowana ścieżka" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:228 msgid "" "Odoo allows for multiple routes to be selected as replenishment methods " "under the :guilabel:`Inventory` tab on each product form. For instance, it " "is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, " "indicating to Odoo that the product can be bought or manufactured." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:233 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " "To select a preferred route, begin by navigating to " ":menuselection:`Inventory app --> Configuration --> Reordering Rules` or " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:238 msgid "" "Click inside of the column on the row of a reordering rule, and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " "preferred route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Select a preferred route from the drop-down." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:245 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:250 msgid "Advanced uses" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:252 msgid "" "Pairing :guilabel:`Preferred Route` with one of the following fields on the " "replenishment report unlocks advanced configurations of reordering rules. " "Consider the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:257 msgid "" ":guilabel:`Vendor`: When the selected :guilabel:`Preferred Route` is " ":guilabel:`Buy`, setting the :guilabel:`Vendor` field to one of the multiple" " vendors on the vendor pricelist indicates to Odoo that the vendor is " "automatically populated on |RFQs| when a reordering rule triggers the " "creation of a purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:264 msgid "" ":guilabel:`Bill of Materials`: When the :guilabel:`Preferred Route` is set " "to :guilabel:`Manufacture`, and there are multiple |BoMs| in use, specifying" " the desired |BoM| in the replenishment report, draft manufacturing orders " "are created with this |BoM| in use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:270 msgid "" ":guilabel:`Procurement Group`: This is a way to group related |POs| or |MOs|" " that are tied to fulfilling a specific demand, like an |SO| or a project. " "It helps organize and track which orders are linked to a particular demand." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:275 msgid "" "Procurement groups link replenishment methods to demand, enabling smart " "buttons to appear when using the :ref:`MTO route " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "Showing smart button to PO." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:281 msgid "" "Sales order (demand) with a linked purchase order (replenishment method)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:283 msgid "In the context of reordering rules:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:285 msgid "" "Reordering rules do not automatically assign a procurement group, which is " "why there are no smart buttons that link |SOs| to |POs|, unlike the " ":abbr:`MTO (Make to Order)` route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:287 msgid "" "To enable smart buttons for products replenished by reordering rules (not " ":abbr:`MTO (Make to Order)`), with specific quantities linked to specific " "demands (e.g. |SOs|), assign a procurement group." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:290 msgid "" "Without a procurement group, demands for the same product can be combined " "into a single |RFQ|, even if the reordering rule is executed multiple times " "for those demands. This allows for more efficient procurement by " "consolidating demands into fewer orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:294 msgid "" "Selecting a procurement group in the :guilabel:`Procurement Group` field on " "the replenishment report ensures that all linked orders are grouped under " "the same demand, based on the defined route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:299 msgid "" "How can you set the *Procurement Group*, *Vendor*, and *Preferred Route* " "fields on the replenishment report to generate a single |RFQ| for five " "different products in sales order SO35, given they share the same vendor, " "Azure Interior, and ensure other demands for these products are handled " "separately?" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 msgid "" "Set the :guilabel:`Procurement Group` to `SO35`, in the reordering rule for " "all five products. This groups the demands for `SO35` in the same |RFQ| or " "|MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:308 msgid "" "Set the :guilabel:`Vendor` to `Azure Interior` to ensure the |RFQ| is " "created for the same supplier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:310 msgid "" "Set the :guilabel:`Preferred Route` to :guilabel:`Buy` to generate an |RFQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:311 msgid "" "Click the :guilabel:`Order Once` button to generate a single |RFQ| for the " "five products tied to `SO35`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "" "After placing the order, remove `SO35` from the :guilabel:`Procurement " "Group` field of the five products' reordering rules. This ensures future " "demands for these products are managed separately and assigned to different " "|RFQs| (the usual behavior)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:321 msgid "Just-in-time logic" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:323 msgid "" "*Just-in-time logic* in Odoo minimizes storage costs by placing orders " "precisely to meet deadlines. This is achieved using the :ref:`forecasted " "date `, which determines when " "replenishment is necessary to avoid overstocking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:327 msgid "" "The forecasted date is the **earliest possible date** to receive a product " "if the replenishment process starts immediately. It is calculated by summing" " the lead times linked to the replenishment process, such as :ref:`vendor " "lead times ` and :ref:`purchasing delays " "` for purchases, or " ":ref:`manufacturing lead times ` for " "production. Both automatic and manual reordering rules work this way." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:335 msgid "" "For a product with a 5-day total lead time and a sales order delivery date " "in 10 days, Odoo waits 5 days to place the order, ensuring it arrives just " "in time for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:338 msgid "Important considerations:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:340 msgid "" "**If this feels risky**, consider adding buffer time or :doc:`adjusting lead" " times ` for more flexibility." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:342 msgid "" "While lead times and just-in-time logic provide additional control, " "**reordering rules work perfectly fine without them**. Keeping delivery " "dates on sales orders as their *creation date* ensures purchases are " "immediately triggered when needed" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:349 msgid "Forecasted date and To Order quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:351 msgid "" "To view the *forecasted date*, go to the replenishment report and click the " ":icon:`fa-info-circle` :guilabel:`(info)` icon for the desired reordering " "rule. The :guilabel:`Replenishment Information` pop-up window displays the " ":guilabel:`Forecasted Date` and various lead times." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:355 msgid "" "The *forecasted date* is the total time needed to procure a product in Odoo." " It is calculated by summing the lead times linked to the product's " "replenishment process. The total of these lead times, added to the current " "date, determines when Odoo checks for demanded stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:360 msgid "" "The forecasted date is the **earliest possible date** the customer can " "receive the product if the replenishment process began right **now**. It is " "calculated by adding all lead times related to the product to the current " "date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:365 msgid "" "A manual reordering rule is set up with no minimum or maximum quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:367 msgid "" "Vendor lead time is 4 days, the purchase security lead time is 1 day, and " "the days to purchase is 2 days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:369 msgid "Today's date is November 26." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:370 msgid "These add up to 7 days, making the forecasted date, December 3rd." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:372 msgid "" "A confirmed |SO| for 5 units has a delivery date of December 3rd (7 days " "from today). This demand will appear on the replenishment report today, in " "the **To Order** field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:375 msgid "" "However, if the delivery date were later than December 3rd, it would not yet" " appear on the report. Odoo only displays quantities to replenish when they " "fall within the forecasted date window, ensuring orders are placed precisely" " when needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "Show forecasted date in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:382 msgid "" "The *just-in-time* logic ensures replenishment happens only when it's " "necessary for the forecasted date's demand, helping avoid overstocking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:385 msgid "For example:" msgstr "Na przykład:" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:387 msgid "" "If the forecasted quantity drops below the minimum **on** the forecasted " "date, replenishment must begin immediately to avoid shortages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:389 msgid "" "If the quantity drops below the minimum **after** the forecasted date, " "replenishment can wait." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:391 msgid "The **To Order** quantity is the total demand on the forecasted date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:393 msgid "" "By timing purchase orders based on the combined lead times, Odoo optimizes " "stock levels, keeping inventory minimal while ensuring future requirements " "are ordered at the last possible moment—strategic procrastination without " "the stress!" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:398 msgid "Common confusion about forecasted quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:400 msgid "" "|SOs| due **after** the :guilabel:`Forecasted Date` are not accounted for in" " the :guilabel:`Forecast` quantities of the reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:403 msgid "" "They are, however, accounted for on the forecasted report that is opened by " "clicking the :icon:`fa-area-chart` :guilabel:`(graph)` icon on the " "replenishment report, as this one represents the **long-term forecasted " "quantity**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "Forecast and To Order quantities is zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:412 msgid "" "Continuing the above example, when the sales order's deadline is adjusted to" " December 4th, the :guilabel:`Forecast` and :guilabel:`To Order` quantities " "are zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:0 msgid "Show forecasted report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:418 msgid "" "Opening the :guilabel:`Forecasted Report` shows the :guilabel:`Forecasted` " "units is `5.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:423 msgid "Visibility days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:425 msgid "" "*Visibility days* enable the ability to determine if additional quantities " "should be added to the planned replenishment. Odoo checks if forecasted " "stock on the forecasted date will drop below the minimum in the reordering " "rule. **Only if** it is time to reorder, visibility days check additional " "future demand by the specified number of days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:430 msgid "" "This feature helps consolidate orders by grouping immediate and near-future " "needs, reducing transport costs and enabling supplier discounts for larger " "orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:433 msgid "" "To set visibility days to incorporate orders for a specified number of days " "in the future, navigate to :menuselection:`Inventory app --> Operations --> " "Replenishment`, or by clicking the *Reordering Rules* smart button from the " "product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:437 msgid "" "Next, enable the :guilabel:`Visibility Days` field by clicking the " ":icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the far right and " "choosing the feature from the drop-down menu. Then, enter the desired " "visibility days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:442 msgid "" "The forecasted date is never pushed forward or extended; Odoo only checks " "the extra visibility days if the stock falls below the minimum threshold on " "the forecasted date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:446 msgid "Example where visibility days is triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:448 msgid "" "A product shipped from Asia has a combined vendor lead time of 30 days and a" " shipping cost of $100 (including :doc:`landed costs " "<../../product_management/inventory_valuation/integrating_landed_costs>` and" " tariffs)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:452 msgid "" "November 4: Current date. The forecasted date is December 4 (30 days later)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:453 msgid "" "|SO| 1: Requires the product by Dec 4. Odoo places the order today, costing " "$100." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:454 msgid "" "|SO| 2: Requires the product by Dec 19. Normally, Odoo would order on Nov " "19, costing an additional $100." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:456 msgid "" "|SO| 3: Requires the product by Dec 25. Normally, Odoo would order on Nov " "25, costing another $100." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:459 msgid "" "Ordering separately for these sales orders totals $300 in shipping costs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Show forecasted date visualization." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:464 msgid "" "Setting :guilabel:`Visibility Days` to `20.0` allows Odoo to \"look ahead\" " "20 days from December 4 (|SO| 1's forecasted date) to December 24." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:467 msgid "" "It groups |SO| 2's order with |SO| 1, reducing shipping costs by " "consolidating orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:468 msgid "" "|SO| 3, which is due on Dec 25, is one day late and is not grouped with the " "other two orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Visibility days visualization." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:474 msgid "Counterexample where visibility days is not triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:476 msgid "Considering the example above, if |SO| 1 does not exist, then:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:478 msgid "" "**November 4**: Current date. The forecasted date is December 4 (30 days " "later)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:479 msgid "**November 5**: The forecasted date shifts to December 5." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:480 msgid "" "|SO| 2: Requires the product by December 19. Odoo will only trigger the " "order on November 19, meaning the user will not see a replenishment " "notification until then." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:483 msgid "" "This shows that visibility days complement just-in-time logic by optimizing " "it to balance replenishment costs more effectively." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Example where the visibility days does not trigger." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:3 msgid "Replenishment report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:8 msgid "" "The *replenishment report* is an interactive dashboard that uses " ":doc:`manual reordering rules `, lead times, and upcoming " "demands to forecast quantities of products that need restocking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:12 msgid "" "Reordering rules used on this dashboard are normal reordering rules, but the" " user benefits from a monitoring menu with extra options to manage " "suggestions for replenishment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:15 msgid "" "This enables users to anticipate future needs, keep less products on hand " "without the risk of running out, plan and consolidate orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:18 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:21 msgid "" "The fields and features unique to the replenishment dashboard are displayed " "below. For definitions of the other fields, go to the :ref:`Create " "reordering rules section `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:25 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " ":guilabel:`To Order` quantity can be adjusted by clicking on the field and " "changing the value. To replenish a product manually, click :icon:`fa-truck` " ":guilabel:`Order Once`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:30 msgid "" "Clicking :icon:`fa-bell-slash` :guilabel:`Snooze` temporarily deactivates " "the reordering rule for the set period, hiding the entry from the " "replenishment dashboard, when it is supposed to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:34 msgid "" "Defining a :guilabel:`Vendor` allows filtering or grouping demands by the " "vendor. This simplifies the process of identifying products to order and can" " reduce shipment costs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst-1 msgid "Replenishment report that displays recommended quantities to order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:41 msgid "" "Automatic reordering rules appear on this menu, too but are hidden by " "default." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:44 msgid "Replenishment information" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:46 msgid "" "In each line of the replenishment report, clicking the :icon:`fa-info-" "circle` :guilabel:`(info)` icon opens the :guilabel:`Replenishment " "Information` pop-up window, which displays the *lead times* and *forecasted " "date*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/report.rst:50 msgid "" "For detailed information on how to use this feature for replenishment, go to" " the :ref:`Just in time logic ` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:3 msgid "Resupply from another warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:5 msgid "" "A common use case for multiple warehouses is to have one central warehouse " "that resupplies multiple shops, and in this case, each shop is considered a " "local warehouse. When a shop wants to replenish a product, the product is " "ordered to the central warehouse. Odoo allows the user to easily set which " "warehouse(s) can resupply another warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:13 msgid "" "To resupply from another warehouse, first go to :menuselection:`Inventory " "--> Configuration --> Settings --> Warehouse` and activate :guilabel:`Multi-" "Step Routes`. Then, click :guilabel:`Save` to apply the setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "Enable Multi-Step Routes in Inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:21 msgid "" "View all the configured warehouses by going to :menuselection:`Inventory -->" " Configuration --> Warehouses`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:24 msgid "" "Create a new warehouse by clicking :guilabel:`Create`. Then, give the " "warehouse a name and a :guilabel:`Short Name`. Finally, click " ":guilabel:`Save` to finish creating the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:27 msgid "" "After that, go back to the :guilabel:`Warehouses` page and open the " "warehouse that will be resupplied by the second warehouse. Then, click " ":guilabel:`Edit`. In the :guilabel:`Warehouse Configuration` tab, locate the" " :guilabel:`Resupply From` field, and check the box next to the second " "warehouse's name. If the warehouse can be resupplied by more than one " "warehouse, make sure to check those warehouses' boxes too. Finally, click " ":guilabel:`Save` to apply the setting. Now, Odoo knows which warehouses can " "resupply this warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "Supply one warehouse with another in the Warehouse Configuration tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:39 msgid "Set route on a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:41 msgid "" "After configuring which warehouse(s) to resupply from, a new route is now " "available on all product forms. The new route appears as :guilabel:`Supply " "Product from [Warehouse Name]` under the :guilabel:`Inventory` tab on a " "product form. Use the :guilabel:`Supply Product from [Warehouse Name]` route" " with a reordering rule or the make to order (MTO) route to replenish stock " "by moving the product from one warehouse to another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "" "Route setting which enables a product to resupplied from a second warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:51 msgid "" "When a product's reordering rule is triggered and the product has the " ":guilabel:`Supply Product from [Warehouse Name]` route set, Odoo " "automatically creates two pickings. One picking is a *delivery order* from " "the second warehouse, which contains all the necessary products, and the " "second picking is a *receipt* with the same products for the main warehouse." " The product move from the second warehouse to the main warehouse is fully " "tracked in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:57 msgid "" "On the picking/transfer records created by Odoo, the :guilabel:`Source " "Document` is the product's reordering rule. The location between the " "delivery order and the receipt is a transit location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "" "A reordering rule automatically creates two receipts for stock between " "warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "A warehouse order for resupplying one warehouse's stock with another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "A receipt for stock received to one warehouse from another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:5 msgid "" "For companies that use multiple warehouses, it is often necessary to " "transfer items between them. This is referred to as an *inter-warehouse " "transfer*. Odoo *Inventory* handles the administrative process of inter-" "warehouse transfers to ensure that inventory counts remain accurate during " "and after the transfer. This document will detail the method for conducting " "an inter-warehouse transfer using replenishment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:12 msgid "Configure warehouses for inter-warehouse replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:14 msgid "" "First, ensure the :guilabel:`Multi-Step Routes` setting is enabled by " "navigating to :menuselection:`Inventory --> Configuration --> Settings`, and" " then check the box under the :guilabel:`Warehouse` tab. This will provide " "additional configuration options when creating a second warehouse that are " "needed for inter-warehouse replenishment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:19 msgid "" "By default, Odoo comes with a main warehouse already configured. If an " "additional warehouse has not already been created, do so now from the " ":guilabel:`Inventory` module by selecting :menuselection:`Configuration --> " "Warehouses --> Create`. Otherwise, select the warehouse that products will " "be transferred to from the :guilabel:`Warehouses` page and then click " ":guilabel:`Edit` to change its settings. Configure the warehouse as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:25 msgid "" ":guilabel:`Warehouse`: choose a name that is not already being used for " "another warehouse (e.g. `Alternative Warehouse`)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:27 msgid "" ":guilabel:`Short Name`: choose a short name by which the warehouse will be " "identified (e.g. `ALT_WH`)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:30 msgid "" "Click :guilabel:`Save` and the new warehouse will be created. In addition, a" " new :guilabel:`Resupply From` field will appear on the warehouse's form. " "Click :guilabel:`Edit` and then check the box next to the warehouse that " "will be used to resupply the warehouse that is currently being configured." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 msgid "" "A warehouse settings form configured to allow resupplying between " "warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:39 msgid "" "For the purposes of this demonstration, the warehouse that products are " "transferred from (outgoing) will be titled \"San Francisco\", and the " "warehouse that products are transferred to (incoming) will be titled \"San " "Francisco 2\"." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:44 msgid "Configure products for inter-warehouse replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:46 msgid "" "Products must also be configured properly in order for them to be " "transferred between warehouses. Navigate to :menuselection:`Inventory --> " "Products --> Products` and select an existing product or :guilabel:`Create` " "a new one, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:50 msgid "" "Then, on the product form, go to the :guilabel:`Inventory` tab and enable " "the checkbox for :guilabel:`X: Supply Product from Y`, with *X* being the " "warehouse receiving the transferred products and *Y* being the warehouse " "that products are transferred from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 msgid "Enable the checkbox to resupply one warehouse from another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:59 msgid "Replenish one warehouse from another" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:61 msgid "" "Starting in the :menuselection:`Inventory` module, select " ":menuselection:`Products --> Products` and then choose the product that will" " be replenished. Click the :guilabel:`Replenish` button on the top left of " "the product page and fill out the pop-up form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:65 msgid "" ":guilabel:`Quantity`: the number of units that will be sent to the warehouse" " being replenished" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:66 msgid "" ":guilabel:`Scheduled Date`: the date that the replenishment is scheduled to " "take place" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:67 msgid ":guilabel:`Warehouse`: the warehouse that will be replenished" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:68 msgid "" ":guilabel:`Preferred Routes`: select `X: Supply Product from Y`, with *X* " "being the warehouse to be replenished and *Y* being the warehouse that the " "product will be transferred from" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 msgid "The form for replenishing a product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:75 msgid "" "Click :guilabel:`Confirm` and a delivery order will be created for the " "outgoing warehouse along with a receipt for the warehouse that will receive " "the product. Depending on the configuration settings for the outgoing and " "incoming warehouses, processing delivery orders and receipts will require " "between one and three steps. This document will detail how to process one-" "step deliveries and receipts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:82 msgid "Process the delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:84 msgid "" "The first stage of a replenishment order is processing the delivery from the" " warehouse that the product is being transferred from. On the " ":menuselection:`Inventory` dashboard, select the :guilabel:`X to Process` " "button on the :guilabel:`Delivery Orders` card for the outgoing warehouse, " "then the delivery order created for the replenishment. On the delivery order" " page, click the :guilabel:`Check Availability` button in the top left to " "reserve the quantity of the product to be transferred. Once the delivery has" " been dispatched, click the :guilabel:`Validate` button to register the " "quantities shipped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 msgid "The delivery orders card for the outgoing warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:99 msgid "" "Once the goods arrive at the incoming warehouse, the receipt created for " "that warehouse must be processed as well. Return to the " ":menuselection:`Inventory` dashboard and select the :guilabel:`X to Process`" " button on the :guilabel:`Receipts` card for the incoming warehouse, then " "the receipt created for the replenishment. On the receipt page, click the " ":guilabel:`Validate` button in the top left of the page to register the " "quantities received." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:109 msgid "" "After processing the receipt, the products transferred will now appear in " "the inventory of the incoming warehouse. The stock numbers for both " "warehouses can be viewed by returning to the product page and selecting the " ":guilabel:`X Units On Hand` button at the top of the screen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:114 msgid "Automate inter-warehouse replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:116 msgid "" "Using reordering rules, it is possible to automate the process of " "replenishing one warehouse from another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:119 msgid "" "To get started, navigate to :menuselection:`Inventory --> Products --> " "Products`, and then choose the product that will be replenished. From the " "product page, select the :guilabel:`Reordering Rules` smart button at the " "top of the form, and then on the next page, click :guilabel:`Create` to " "configure the form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:124 msgid "" ":guilabel:`Location`: the location that the reordering rule will replenish " "when triggered, in this case, the incoming warehouse" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:126 msgid "" ":guilabel:`Min Quantity`: when the quantity on hand at the incoming " "warehouse falls below this number, the reordering rule will be triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:128 msgid "" ":guilabel:`Max Quantity`: when the reordering rule is triggered, the product" " will be replenished at the incoming warehouse up to this quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:130 msgid "" ":guilabel:`Multiple Quantity`: specify if the product should be replenished " "in batches of a certain quantity; for example, a product could be " "replenished in batches of 20" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:132 msgid "" ":guilabel:`UoM`: the unit of measure used for reordering the product; this " "value can simply be `Units`, or a specific unit of measurement for weight, " "length, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst-1 msgid "A fully configured reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:139 msgid "" "Finish by clicking :guilabel:`Save` and the reordering rule will be created." " Now, when the scheduler runs automatically each day, a transfer will be " "created for each reordering rule that has been triggered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:144 msgid "" "To manually trigger reordering rules, start from the " ":menuselection:`Inventory` module and select :menuselection:`Operation --> " "Run Scheduler`, then click the green :guilabel:`Run Scheduler` button in the" " pop-up that appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/warehouse_replenishment_transfer.rst:148 msgid "" "After the scheduler runs, a delivery order and receipt will be created for " "the outgoing and incoming warehouses, respectively. Both the delivery order " "and receipt should be processed using the same method as detailed above." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance.rst:8 msgid "Maintenance" msgstr "Konserwacja" #: ../../content/applications/inventory_and_mrp/maintenance.rst:10 msgid "" "**Odoo Maintenance** helps extend the effectiveness of equipment by keeping " "track of maintenance requirements." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance.rst:14 msgid "" "`Odoo Tutorials: Managing Equipment Maintenance " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management.rst:5 msgid "Equipment management" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:3 msgid "Add new equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:7 msgid "" "In Odoo, *equipment* refers to any item that is used in everyday operations," " including the manufacturing of products. This can mean a piece of machinery" " on a production line, a tool that is used in different locations, or a " "computer in an office space. Equipment registered in Odoo can be owned by " "the company that uses the Odoo database, or by a third party, such as a " "vendor in the case of equipment rentals." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:13 msgid "" "Using Odoo *Maintenance*, it is possible to track individual pieces of " "equipment, along with information about their maintenance requirements. To " "add a new piece of equipment, navigate to the :guilabel:`Maintenance` " "module, select :menuselection:`Equipments --> Machines & Tools --> Create`, " "and configure the equipment as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:18 msgid ":guilabel:`Equipment Name`: the product name of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:19 msgid "" ":guilabel:`Equipment Category`: the category that the equipment belongs to; " "for example, computers, machinery, tools, etc.; new categories can be " "created by navigating to :menuselection:`Configuration --> Equipment " "Categories` and clicking :guilabel:`Create`" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:22 msgid "" ":guilabel:`Company`: the company that owns the equipment; again, this can be" " the company that uses the Odoo database, or a third-party company" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:24 msgid "" ":guilabel:`Used By`: specify if the equipment is used by a specific " "employee, department, or both; select :guilabel:`Other` to specify both an " "employee and a department" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:26 msgid "" ":guilabel:`Maintenance Team`: the team responsible for servicing the " "equipment; new teams can be created by navigating to " ":menuselection:`Configuration --> Maintenance Teams` and selecting " ":guilabel:`Create`; the members of each team can also be assigned from this " "page" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:29 msgid "" ":guilabel:`Technician`: the person responsible for servicing the equipment; " "this can be used to assign a specific individual in the event that no " "maintenance team is assigned or when a specific member of the assigned team " "should always be responsible for the equipment; any person added to Odoo as " "a user can be assigned as a technician" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:33 msgid "" ":guilabel:`Used in location`: the location where the equipment is used; this" " is a simple text field that can be used to specify locations that are not " "work centers, like an office, for example" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:36 msgid "" ":guilabel:`Work Center`: if the equipment is used at a work center, specify " "it here; equipment can also be assigned to a work center by navigating to " ":menuselection:`Maintenance --> Equipments --> Work Centers`, selecting a " "work center or creating a new one using the :guilabel:`Create` button, and " "clicking the :guilabel:`Equipment` tab on the work center form" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst-1 msgid "An example of a fully configured new equipment form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:46 msgid "Include additional product information" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:48 msgid "" "The :guilabel:`Product Information` tab at the bottom of the form can be " "used to provide further details about the piece of equipment:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:52 msgid "" ":guilabel:`Vendor Reference`: the reference code assigned to the vendor" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:53 msgid ":guilabel:`Model`: the specific model of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:54 msgid ":guilabel:`Serial Number`: the unique serial number of the equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:55 msgid "" ":guilabel:`Effective Date`: the date that the equipment became available for" " use; this is used to calculate the :abbr:`MTBF (Mean Time Between " "Failures)`" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:57 msgid ":guilabel:`Cost`: the amount the equipment was purchased for" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:58 msgid "" ":guilabel:`Warranty Expiration Date`: the date on which the equipment's " "warranty will expire" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst-1 msgid "The product information tab for the new piece of equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:65 msgid "Add maintenance details" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:67 msgid "" "The :guilabel:`Maintenance` tab includes information that can be useful to " "maintenance teams:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:69 msgid "" ":guilabel:`Preventive Maintenance Frequency`: specifies how often " "maintenance should be performed to prevent equipment failure" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:71 msgid "" ":guilabel:`Maintenance Duration`: the amount of time required to fix the " "equipment when it fails" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:72 msgid "" ":guilabel:`Expected Mean Time Between Failure`: the average amount of time " "that the equipment is expected to operate before failing" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst-1 msgid "The maintenance tab for the new piece of equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:80 msgid "" "The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean " "Time Between Failure`, :guilabel:`Estimated Next Failure`, :guilabel:`Latest" " Failure`, and :guilabel:`Mean Time To Repair`. These values are calculated " "automatically based on maintenance requests if any exist." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst:86 msgid "" "To see the maintenance requests for a piece of equipment, go to the page for" " the equipment and select :guilabel:`Maintenance` in the top right corner of" " the form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:8 msgid "Manufacturing" msgstr "Produkcja" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:10 msgid "" "**Odoo Manufacturing** helps manufacturers schedule, plan, and process " "manufacturing orders. With the work center control panel, put tablets on the" " shop floor to control work orders in real-time and allow workers to trigger" " maintenance operations, feedback loops, quality issues, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:15 msgid "`Odoo Tutorials: MRP `_" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:16 msgid "" "`Odoo Tutorials: Barcode Scanner `_" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:17 msgid ":doc:`IoT Boxes (MES) `" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management.rst:5 msgid "Manufacturing workflows" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:3 msgid "Bill of materials" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:7 msgid "" "A *bill of materials* (or *BoM* for short) is a document that defines the " "quantity of each component required to make or deliver a finished product. " "It can also include various operations and the individual step guidelines " "needed to complete a production process." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:11 msgid "" "In Odoo Manufacturing, multiple :abbr:`BoMs (Bills of Materials)` can be " "linked to each product, so even product variants can have their own tailored" " :abbr:`BoMs (Bills of Materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:14 msgid "" "Correctly setting up a :abbr:`BoM (Bill of Materials)` helps optimize the " "manufacturing process and save time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:18 msgid "Set up a bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:20 msgid "" "The simplest :abbr:`BoM (Bill of Materials)` setup is one without operations" " or instructions, only components. In this case, the production is solely " "managed using *Manufacturing Orders*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:23 msgid "" "To create a :abbr:`BoM (Bill of Materials)` from the " ":guilabel:`Manufacturing` module, go to :menuselection:`Products --> Bills " "of Materials`. Then, click :guilabel:`Create`. Next, specify the " ":guilabel:`Product`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:28 msgid "" "A :abbr:`BoM (Bill of Materials)` can also be created directly from the " "product form, in which case the :guilabel:`Product` field is pre-filled." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:31 msgid "" "For a standard :abbr:`BoM (Bill of Materials)`, set the :guilabel:`BoM Type`" " to :guilabel:`Manufacture this Product`. Then, click :guilabel:`Add a Line`" " to specify the various components that make up the production of the final " "product and their respective quantities. New components can be created " "quickly through the :abbr:`BoM (Bill of Materials)`, or can be created " "beforehand in :menuselection:`Manufacturing --> Products --> Products --> " "Create`. Finally, click :guilabel:`Save` to finish creating the :abbr:`BoM " "(Bill of Materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst-1 msgid "Set up a Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:43 msgid "Specify a bill of materials (BoM) for a product variant" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:45 msgid "" ":abbr:`BoMs (Bills of Materials)` can also be assigned to specific *Product " "Variants*, with two setup options available to choose from." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:49 msgid "" "In order to assign :abbr:`BoMs (Bills of Materials)` to product variants, " "the product's variant attributes must already be configured on the product " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:52 msgid "" "The first method is to create one :abbr:`BoM (Bill of Materials)` per " "variant by creating a new :abbr:`BoM (Bill of Materials)` and specifying the" " :guilabel:`Product Variant`. The second method is to create one master " ":abbr:`BoM (Bill of Materials)` that contains all of the components, and " "specify which variant each component applies to using the :guilabel:`Apply " "on Variants` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst-1 msgid "Product Variants in the Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:62 msgid "Set up operations" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:64 msgid "" "Add an :guilabel:`Operation` to a :abbr:`BoM (Bill of Materials)` to specify" " instructions for production and register time spent on an operation. To use" " this feature, first enable the :guilabel:`Work Orders` feature in " ":menuselection:`Manufacturing --> Configuration --> Settings --> " "Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:69 msgid "" "Then, when creating a new :abbr:`BoM (Bill of Materials)`, click on the " ":guilabel:`Operations` tab and click :guilabel:`Add a line` to add a new " "operation. In the :guilabel:`Create Operations` box, give the operation a " "name, specify the :guilabel:`Work Center` and duration settings. Like " "components, Odoo gives the option to specify a product variant in the " ":guilabel:`Apply on Variants` field so the operation only applies to that " "variant. Finally, click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:76 msgid "" "Each operation is unique, as it is always exclusively linked to one " ":abbr:`BoM (Bill of Materials)`. Operations can be reused when configuring a" " new :abbr:`BoM (Bill of Materials)`, with the :guilabel:`Copy Existing " "Operations` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst-1 msgid "Copy Existing Operations feature." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:85 msgid "Add by-products to a bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:87 msgid "" "A *By-Product* is a residual product that is created during production in " "addition to the main product of a :abbr:`BoM (Bill of Materials)`. Unlike " "the primary product, there can be more than one by-product on a :abbr:`BoM " "(Bill of Materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:91 msgid "" "To add by-products to a :abbr:`BoM (Bill of Materials)`, first enable the " ":guilabel:`By-Products` feature in :menuselection:`Manufacturing --> " "Configuration --> Settings --> Operations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/bill_configuration.rst:94 msgid "" "Once the feature is enabled, you can add by-products to a :abbr:`BoM (Bill " "of Materials)` by clicking on the :guilabel:`Operations` tab and clicking " ":guilabel:`Add a line`. Then, name the by-product and indicate the " ":guilabel:`Quantity` and the :guilabel:`Unit of Measure`. If the :abbr:`BoM " "(Bill of Materials)` has configured operations, specify exactly which " "operation the by-product is produced from in the :guilabel:`Produced in " "Operation` field. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:3 msgid "Manufacturing product configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:8 msgid "" "In order to manufacture a product in Odoo *Manufacturing*, the product must " "be properly configured. Doing so consists of enabling the *Manufacturing* " "route and configuring a bill of materials (BoM) for the product. Once these " "steps are completed, the product is selectable when creating a new " "manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:14 msgid "Activate the Manufacture route" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:16 msgid "" "The Manufacture route is activated for each product on its own product page." " To do so, begin by navigating to :menuselection:`Manufacturing --> Products" " --> Products`. Then, select an existing product, or create a new one by " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:20 msgid "" "On the product page, select the :guilabel:`Inventory` tab, then enable the " ":guilabel:`Manufacture` checkbox in the :guilabel:`Routes` section. This " "tells Odoo the product can be manufactured." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst-1 msgid "The Manufacturing route on the Inventory tab of a product page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:28 msgid "Configure a bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:30 msgid "" "Next, a |BOM| must be configured for the product so Odoo knows how it is " "manufactured. A |BOM| is a list of the components and operations required to" " manufacture a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:33 msgid "" "To create a |BOM| for a specific product, navigate to " ":menuselection:`Manufacturing --> Products --> Products`, then select the " "product. On the product page, click the :guilabel:`Bill of Materials` smart " "button at the top of the page, then select :guilabel:`New` to configure a " "new |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst-1 msgid "The Bill of Materials smart button on a product page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:41 msgid "" "On the |BOM|, the :guilabel:`Product` field auto-populates with the product." " In the :guilabel:`Quantity` field, specify the number of units that the BoM" " produces." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:44 msgid "" "Add a component to the |BOM| by selecting the :guilabel:`Components` tab and" " clicking :guilabel:`Add a line`. Select a component from the " ":guilabel:`Component` drop-down menu, then enter the quantity in the " ":guilabel:`Quantity` field. Continue adding components on new lines until " "all components have been added." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst-1 msgid "The Components tab on a bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:53 msgid "" "Next, select the :guilabel:`Operations` tab. Click :guilabel:`Add a line` " "and a :guilabel:`Create Operations` pop-up window appears. In the " ":guilabel:`Operation` field, specify the name of the operation being added " "(e.g. Assemble, Cut, etc.). Select the work center where the operation will " "be carried out from the :guilabel:`Work Center` drop-down menu. Finally, " "click :guilabel:`Save & Close` to finish adding operations, or " ":guilabel:`Save & New` to add more." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:60 msgid "" "The :guilabel:`Operations` tab only appears if the :guilabel:`Work Orders` " "setting is enabled. To do so, navigate to :menuselection:`Manufacturing --> " "Configuration --> Settings`, then enable the :guilabel:`Work Orders` " "checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst-1 msgid "The Operations tab on a bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/configure_manufacturing_product.rst:70 msgid "" "The section above provides instructions for creating a basic |BOM| that " "allows a product to be manufactured in Odoo. However, it is by no means an " "exhaustive summary of all the options available when configuring a |BOM|. " "For more information about bills of materials, see the documentation on how " "to :ref:`create a bill of materials `." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:3 msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:5 msgid "" "In Odoo, a *kit* is a type of bill of materials (BoM) that can be " "manufactured and sold. Kits are sets of unassembled components sold to " "customers. They may be sold as standalone products, but are also useful " "tools for managing more complex bills of materials (BoMs)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:10 msgid "" "To use, manufacture, and sell kits, both the :guilabel:`Manufacturing` and " ":guilabel:`Inventory` apps need to be installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:14 msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:16 msgid "" "To use a kit as a sellable product, or simply as a component organization " "tool, the kit should first be created as a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:19 msgid "" "To create a kit product, go to :menuselection:`Inventory app --> Products " "--> Products`, and click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:22 msgid "" "Then, assign a name to the new kit product. Next, under the " ":guilabel:`General Information` tab, set the :guilabel:`Product Type` to " ":guilabel:`Consumable`. Kit products work best as consumables, because the " "stock on-hand for kits is typically not tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:27 msgid "" "Although kits should almost always be set to :guilabel:`Consumable`, " "companies using **Anglo-Saxon** accounting might need to create kits as a " ":guilabel:`Storable Product`. This is because when processing invoices for " "kits, the Cost of Goods Sold (COGS) will be posted in accounting journals." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:32 msgid "" "Unlike storable products, the :guilabel:`Routes` designation under the " ":guilabel:`Inventory` tab does not matter for kits, since Odoo uses the " "routes of the kit's individual components for replenishment purposes. All " "other parameters for the kit product may be modified according to " "preference. Once ready, click :guilabel:`Save` to save the new product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:37 msgid "" "The kit's components must also be configured as products via " ":menuselection:`Inventory app --> Products --> Products`. These components " "require no specific configuration." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:41 msgid "Set up the kit BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:43 msgid "" "After fully configuring the kit product and its components, a new :abbr:`BoM" " (bill of materials)` can be created for the kit product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:46 msgid "" "To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of " "Materials`, and click :guilabel:`Create`. Next to the :guilabel:`Product` " "field, click the drop-down menu to reveal a list of products, and select the" " previously configured kit product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:50 msgid "" "Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option." " Finally, under the :guilabel:`Components` tab, click :guilabel:`Add a " "line`, and add each desired component, and specify their quantities under " "the :guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:54 msgid "" "Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM " "(bill of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst-1 msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:60 msgid "" "If the kit is solely being used as a sellable product, then only components " "need to be added under the :guilabel:`Components` tab, and configuring " "manufacturing operations is not necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:64 msgid "" "When a kit is sold as a product, it appears as a single line item on the " "quotation and sales order. However, on delivery orders, each component of " "the kit is listed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:68 msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:70 msgid "" "Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. " "These are products that contain **other** :abbr:`BoM (bill of materials)` " "products as components, and therefore require *nested* :abbr:`BoMs (bills of" " materials)`. Incorporating pre-configured kits into multi-level :abbr:`BoMs" " (bills of materials)` allows for cleaner organization of bundled products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:75 msgid "" "To configure this type of :abbr:`BoM (bill of materials)` with a kit as a " "component, go to :menuselection:`Manufacturing app --> Products --> Bills of" " Materials`, and click :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:79 msgid "" "Next to the :guilabel:`Product` field, click the drop-down menu to reveal a " "list of products, and select the desired :abbr:`BoM (bill of materials)` " "product. Then, for the :guilabel:`BoM Type` field, select the " ":guilabel:`Manufacture this product` option." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:83 msgid "" "Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and " "select a kit as the component. Adding the kit as a component eliminates the " "need to add the kit's components individually. Any :guilabel:`BoM Type` can " "be used for the higher-level product's :abbr:`BoM (bill of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:88 msgid "Once ready, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst-1 msgid "Kit as a component in a multilevel bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:95 msgid "Structure & cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:97 msgid "" "To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of " "material's)` components, click on the :guilabel:`Structure & Cost` smart " "button. Sublevel :abbr:`BoMs (bills of materials)` can be expanded and " "viewed from this report." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst-1 msgid "Expanded kit in the Structure and Cost report." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:105 msgid "" "When creating a manufacturing order for a product with a multi-level " ":abbr:`BoM (bill of materials)`, the kit product automatically expands to " "show all components. Any operations in the kit's :abbr:`BoM (bill of " "materials)` are also added to the list of work orders on the manufacturing " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/kit_shipping.rst:111 msgid "" "Kits are primarily used to bundle components together for organization or " "sale. To manage multi-level products that require manufactured sub-" "components, refer to :doc:`this documentation ` on sub-" "assemblies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:5 msgid "" "In some cases, the full quantity of a manufacturing order cannot be produced" " immediately. When this happens, Odoo *Manufacturing* allows for the " "manufacturing of partial quantities of the order and creates a *backorder* " "for the remaining amount." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:9 msgid "" "In the *Manufacturing* app, creating a backorder splits the original " "manufacturing order into two orders. The reference tag for each order is the" " tag used for the original order, followed by a hyphen and then an " "additional number to indicate that it's a backorder." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:14 msgid "" "A company creates a manufacturing order with the reference tag " "*WH/MO/00175*, for 10 units of *Product X*. After starting work on the " "manufacturing order, the employee working the production line realizes there" " are only enough components in stock to produce five units of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:18 msgid "" "Instead of waiting for additional stock of the components, they manufacture " "five units and create a backorder for the remaining five. This splits the " "manufacturing order into two separate orders: *WH/MO/00175-001* and " "*WH/MO/00175-002*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:22 msgid "" "Order *001* contains the five units that have been manufactured, and is " "immediately marked as :guilabel:`Done`. Order *002* contains the five units " "that still need to be manufactured and is marked as :guilabel:`In Progress`." " Once the remaining components are available, the employee returns to order " "*002* and manufactures the remaining units before closing the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:28 msgid "Create a manufacturing backorder" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:30 msgid "" "To create a backorder for part of a manufacturing order, begin by navigating" " to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select a manufacturing order with a quantity of two or more or create one by" " clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:34 #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:86 msgid "" "If a new manufacturing order is created, select a product from the " ":guilabel:`Product` drop-down menu and enter a quantity of two or more in " "the :guilabel:`Quantity` field, then click :guilabel:`Confirm` to confirm " "the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:38 msgid "" "After manufacturing the quantity that is being produced immediately, enter " "that number in the :guilabel:`Quantity` field at the top of the " "manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "The quantity field on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:45 msgid "" "Next, click :guilabel:`Validate`, and a :guilabel:`You produced less than " "initial demand` pop-up window appears, from which a backorder can be " "created. Click :guilabel:`Create Backorder` to split the manufacturing order" " into two separate orders, with the reference tags *WH/MO/XXXXX-001* and " "*WH/MO/XXXXX-002*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "" "The Create Backorder button on the \"You produced less than initial demand\"" " pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:54 msgid "" "Order *001* contains the items that have been manufactured, and is closed " "immediately. Order *002* is the backorder that contains the items that have " "yet to be manufactured, and remains open, to be completed at a later date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:58 msgid "" "Once the remaining units can be manufactured, navigate to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "then select the backorder manufacturing order. If all of the remaining units" " are manufactured immediately, simply click :guilabel:`Validate` to close " "the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:63 msgid "" "If only some of the remaining units are manufactured immediately, create " "another backorder for the remainder by following the steps detailed in this " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:67 msgid "Create a backorder from tablet view" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:69 msgid "" "Backorders for manufacturing orders can also be created from the work order " "tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:72 msgid "" "In order to use tablet view, the *Work Orders* setting must be enabled. To " "enable it, navigate to :menuselection:`Manufacturing --> Configuration --> " "Settings`. On the :guilabel:`Settings` page, enable the checkbox next to " ":guilabel:`Work Orders`, then click :guilabel:`Save` to save the change. " "This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, " "from which the tablet view can be opened." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:0 msgid "The Work Orders setting on the Manufacturing settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:82 msgid "" "To create a backorder from the tablet view, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select a manufacturing order with a quantity of two or more or create one by" " clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:90 msgid "" "After confirming the manufacturing order, select the :guilabel:`Work Orders`" " tab and click the :guilabel:`📱 (tablet view)` button located on the line of" " the first work order to enter the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst-1 msgid "The tablet view button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:97 msgid "" "Once in tablet view, enter the quantity being manufactured immediately in " "the :guilabel:`Units` field at the top left of the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "The Units field in the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:104 msgid "" "The steps for the rest of the workflow depend on whether the manufacturing " "order being processed requires the completion of a single work order or " "multiple work orders." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:108 msgid "Single work order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:110 msgid "" "If the manufacturing order only requires the completion of a single work " "order, complete the work order, then click :guilabel:`Mark As Done And Close" " MO`. The manufacturing order is closed and a backorder for the units that " "still need to be manufactured is created automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "" "The Mark As Done And Close MO button in the tablet view of a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:118 msgid "" "Once the remaining units are ready to be manufactured, navigate to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" " select the backorder manufacturing order, which is titled using the " "reference tag of the original backorder with *002* added to the end." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:122 msgid "" "On the backorder manufacturing order, select the :guilabel:`Work Orders` tab" " and click the :guilabel:`📱 (tablet view)` button located on the line of the" " work order to open the tablet view. If all of the units in the backorder " "will be completed immediately, simply click :guilabel:`Mark As Done And " "Close MO` after completing the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:127 msgid "" "If only some of the remaining units will be manufactured immediately, enter " "the number in the :guilabel:`Units` field at the top left of the tablet " "view, then click :guilabel:`Mark As Done And Close MO` to create another " "backorder for the remaining units. The new backorder can be processed using " "the steps detailed in this section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:133 msgid "Multiple work orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:135 msgid "" "If the manufacturing order requires the completion of multiple work orders, " "complete the first work order, and then click :guilabel:`Record Production`." " This splits the manufacturing order into two separate orders, titled " "*WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of " "the original order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 msgid "The Record Production button on a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:144 msgid "" "The tablet view defaults to showing the first work order for the *002* " "manufacturing order. Since this manufacturing order will not be completed " "immediately, back out of tablet view by clicking the :guilabel:`⬅️ (back)` " "button twice. Doing so will take you to the *001* order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:148 msgid "" "To finish the *001* order, select the :guilabel:`Work Orders` tab and click " "the :guilabel:`tablet view` button located on the line of the next work " "order. Finally, complete the remaining work orders, then click " ":guilabel:`Mark As Done And Close MO` to close the manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:152 msgid "" "Once the remaining units are ready to be manufactured, navigate to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" " select the *002* order. Select the :guilabel:`Work Orders` tab and click " "the :guilabel:`tablet view` button located on the line of the first work " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:157 msgid "" "If all of the units in the backorder will be completed immediately, simply " "click :guilabel:`Mark As Done And Close MO` after completing all of the work" " orders." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:160 msgid "" "If only some of the remaining units will be manufactured immediately, enter " "the number in the :guilabel:`Units` field at the top left of the tablet " "view, then click :guilabel:`Record Production` to create an additional " "backorder for the remaining units, with *003* at the end of its reference " "tag." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:165 msgid "" "The *002* backorder and *003* backorder can be completed by following the " "steps detailed in this section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:169 msgid "" "It is also possible to create a backorder in the middle of a manufacturing " "order, when some but not all of the work orders have already been completed." " Doing so marks the completed work order(s) as :guilabel:`Finished` on the " "backorder." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:174 msgid "" "A manufacturing order for four chairs requires the completion of two work " "orders: *Paint* and *Assemble*. While the paint step can be completed " "immediately for all four chairs, there are only enough screws to assemble " "two of them." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:178 msgid "" "As a result, the employee responsible for producing the chairs begins by " "painting all four, and marking the *Paint* work order as " ":guilabel:`Finished` for all of them. Then, they move on to the *Assemble* " "work order. They assemble two of the four chairs, enter that number in the " ":guilabel:`Units` field of the tablet view, and click :guilabel:`Record " "Production`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:183 msgid "" "A backorder manufacturing order is created for the remaining two chairs. On " "the backorder, the *Paint* work order is already marked as " ":guilabel:`Finished`, and only the *Assemble* work order is left to be " "completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:187 msgid "" "Once more screws are available, the manufacturing employee assembles the " "remaining chairs and clicks :guilabel:`Mark As Done And Close MO` to " "complete the *Assemble* work order and close the backorder manufacturing " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:3 msgid "One-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:9 msgid "" "Odoo *Manufacturing* allows users to manufacture products using one, two, or" " three steps. When using one-step manufacturing, Odoo creates a " "manufacturing order (MO), but does not generate transfers for the movement " "of components out of inventory or finished products into stock. Inventory " "counts still update based on the number of components used and products " "manufactured, but the act of transferring them to and from inventory is not " "tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:16 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:15 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:16 msgid "" "The number of steps used in manufacturing is set at the warehouse level, " "allowing for each warehouse to use a different number of steps. To change " "the number of steps used for a specific warehouse, begin by navigating to " ":menuselection:`Inventory --> Configuration --> Warehouses`, and then select" " a warehouse from the :guilabel:`Warehouses` screen." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:20 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:21 msgid "" "On the :guilabel:`Warehouse Configuration` tab, find the " ":guilabel:`Manufacture` radio input field, and select one of the three " "options: :guilabel:`Manufacture (1 step)`, :guilabel:`Pick components and " "then manufacture (2 steps)`, or :guilabel:`Pick components, manufacture and " "then store products (3 steps)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:0 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:0 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:0 msgid "The Manufacture radio input field on a warehouse configuration page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:31 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:30 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:31 msgid "" "Products must be properly configured before they can be manufactured in " "Odoo. For details on how to do so, see the documentation on how to " ":ref:`configure a product for manufacturing " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:36 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:35 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:36 msgid "Create manufacturing order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:37 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:38 msgid "" "To manufacture a product in Odoo *Manufacturing*, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "then click :guilabel:`New` to create a new |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:42 msgid "" "On the new |MO|, select the product to be produced from the " ":guilabel:`Product` drop-down menu. The :guilabel:`Bill of Material` field " "auto-populates with the associated bill of materials (BoM)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:44 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:45 msgid "" "If a product has more than one |BOM| configured for it, the specific |BOM| " "can be selected in the :guilabel:`Bill of Material` field, and the " ":guilabel:`Product` field auto-populates with the associated product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:49 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:48 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:49 msgid "" "After a |BOM| has been selected, the :guilabel:`Components` and " ":guilabel:`Work Orders` tabs auto-populate with the components and " "operations specified on the |BOM|. If additional components or operations " "are required for the |MO| being configured, add them to the " ":guilabel:`Components` and :guilabel:`Work Orders` tabs by clicking " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:55 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:80 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:77 msgid "Process manufacturing order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:57 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:82 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:79 msgid "" "An |MO| is processed by completing all of the work orders listed under its " ":guilabel:`Work Orders` tab. This can be done on the |MO| itself, or from " "the work order tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:61 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:86 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:83 msgid "Basic workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:63 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:85 msgid "" "To complete work orders from the |MO| itself, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "then select an |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:66 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:91 msgid "" "On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins " "on the first work order that needs to be completed, click the " ":guilabel:`Start` button for that work order. Odoo *Manufacturing* then " "starts a timer that keeps track of how long the work order takes to " "complete." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst-1 msgid "The Start button for an operation on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:74 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:99 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:96 msgid "" "When the work order is completed, click the :guilabel:`Done` button for that" " work order. Repeat the same process for each work order listed on the " ":guilabel:`Work Orders` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst-1 msgid "The Done button for an operation on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:81 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:103 msgid "" "After completing all of the work orders, click :guilabel:`Produce All` at " "the top of the screen to mark the |MO| as :guilabel:`Done`, and register the" " manufactured product(s) into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:85 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:110 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:107 msgid "Tablet view workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:87 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:112 msgid "" "To complete the work orders for an |MO| using the tablet view, begin by " "navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing" " Orders`, and then select a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:91 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:116 msgid "" "Next, click on the :guilabel:`Work Orders` tab, and then select the " ":guilabel:`📱 (tablet)` button on the line of the first work order to be " "processed. This opens the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:98 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:123 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:119 msgid "" "After opening the tablet view, Odoo *Manufacturing* automatically starts a " "timer that keeps track of how long the work order takes to complete. After " "completing the work order, click the :guilabel:`Mark as Done` button in the " "top-right corner of the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:102 #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:127 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:123 msgid "" "Clicking :guilabel:`Mark as Done` while there is at least one more work " "order left to complete opens a page that lists the next work order. Click on" " that work order to open it in the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:105 msgid "" "Once the final work order for the |MO| has been reached, a :guilabel:`Mark " "as Done and Close MO` button appears on the tablet view in addition to the " ":guilabel:`Mark as Done` button. Click :guilabel:`Mark as Done and Close MO`" " to mark the |MO| as :guilabel:`Done` and register the manufactured " "product(s) into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/one_step_manufacturing.rst:110 msgid "" "It is also possible to complete the final operation while keeping the |MO| " "open, by clicking :guilabel:`Mark as Done`. In this case, the |MO| can be " "closed later by clicking the :guilabel:`Produce All` button on the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 msgid "Managing BoMs for product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:5 msgid "" "Odoo allows one bill of materials (BoM) to be used for multiple variants of " "the same product. Having a consolidated :abbr:`BoM (bill of materials)` for " "a product with variants saves time by preventing the need to manage multiple" " :abbr:`BoMs (bills of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:10 msgid "Activate product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:12 msgid "" "To activate the product variants feature, navigate to " ":menuselection:`Inventory app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Products` section. Then, click the checkbox to enable" " the :guilabel:`Variants` option. After that, click :guilabel:`Save` to " "apply the setting." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:17 msgid "" "For more information on configuring product variants, refer to the " ":doc:`product variants " "<../../../sales/sales/products_prices/products/variants>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:25 msgid "Create custom product attributes" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:27 msgid "" "Once the product variants feature is activated, create and edit product " "attributes on the :guilabel:`Attributes` page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:30 msgid "" "The :guilabel:`Attributes` page is accessible either from " ":menuselection:`Inventory app --> Configuration --> Settings` by clicking " "the :guilabel:`Attributes` button, or by clicking :menuselection:`Inventory " "app --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:34 msgid "" "Once on the :guilabel:`Attributes` page, either click into an existing " "attribute, or click :guilabel:`Create` to create a new one. Clicking " ":guilabel:`Create` reveals a new, blank form for customizing an attribute. " "For an existing attribute, click :guilabel:`Edit` on its form to make " "changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:39 msgid "" "Assign an :guilabel:`Attribute Name`, and choose a category from the " ":guilabel:`Category` field's drop-down menu. Then, select the desired " "options next to the :guilabel:`Display Type` and :guilabel:`Variants " "Creation Mode` fields. Once the desired options are selected, click " ":guilabel:`Add a line` under the :guilabel:`Attribute Values` tab to add a " "new value." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:45 msgid "" "Included on the :guilabel:`Value` row is a :guilabel:`Is custom value` " "checkbox. If selected, this value will be recognized as a custom value, " "which allows customers to type special customization requests upon ordering " "a custom variant of a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:0 msgid "Product variant attribute configuration screen." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:54 msgid "" "Once all desired :guilabel:`Values` have been added, click :guilabel:`Save` " "to save the new attribute." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:58 msgid "Add product variants on the product form" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:60 msgid "" "Created attributes can be applied on specific variants for particular " "products. To add product variants to a product, navigate to the product form" " by going to :menuselection:`Inventory app --> Products --> Products`. To " "make changes to the product, click :guilabel:`Edit`. Then, click the " ":guilabel:`Variants` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:65 msgid "" "Under the :guilabel:`Attribute` header, click :guilabel:`Add a line` to add " "a new attribute, and select one to add from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:68 msgid "" "Then, under the :guilabel:`Values` header, click the drop-down menu to " "choose from the list of existing values. Click on each desired value to add " "them, and repeat this process for any additional attributes that should be " "added to the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:72 msgid "Once finished, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Product form variants tab with values and attributes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:79 msgid "" ":abbr:`BoM (bill of materials)` products with multiple variants that are " "manufactured in-house should either have a **0,0 reordering rule** set up, " "or have their replenishment routes set to *Replenish on Order (MTO)*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:86 msgid "" "Next, create a new :abbr:`BoM (bill of materials)`. Or, edit an existing " "one, by going to :menuselection:`Manufacturing app --> Products --> Bills of" " Materials`. Then, click :guilabel:`Create` to open a new :guilabel:`Bills " "of Materials` form to configure from scratch." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:90 msgid "" "Add a product to the :abbr:`BoM (bill of materials)` by clicking the drop-" "down menu in the :guilabel:`Product` field and selecting the desired " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:93 msgid "" "Then, add components by clicking :guilabel:`Add a line` under the " ":guilabel:`Component` section of the :guilabel:`Components` tab, and " "choosing the desired components from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:96 msgid "" "Choose the desired values in the :guilabel:`Quantity` and :guilabel:`Product" " Unit of Measure` columns. Then, choose the desired values in the " ":guilabel:`Apply on Variants` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:100 msgid "" "The :guilabel:`Apply on Variants` option to assign components to specific " "product variants on the :abbr:`BoM (bill of materials)` is available once " "the :guilabel:`Variants` setting is activated from the " ":menuselection:`Inventory` application. If the :guilabel:`Apply on Variants`" " field is not immediately visible, activate it from the additional options " "menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:110 msgid "" "Each component can be assigned to multiple variants. Components with no " "variants specified are used in every variant of the product. The same " "principle applies when configuring operations and by-products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:114 msgid "" "When defining variant :abbr:`BoMs (bills of material)` by component " "assignment, the :guilabel:`Product Variant` field in the main section of the" " :abbr:`BoM (bill of materials)` should be left blank. This field is *only* " "used when creating a :abbr:`BoM (bill of materials)` specifically for one " "product variant." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:119 msgid "" "When all desired configurations have been made to the :abbr:`BoM (bill of " "materials)`, click :guilabel:`Save` at the top of the form to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:123 msgid "" "For components that only apply for specific variants, choose which " "operations the components should be consumed in. If the :guilabel:`Consumed " "in Operation` column is *not* immediately visible, activate it from the " "additional options menu (three-dots icon, to the right of the header row)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:129 msgid "Sell and manufacture variants of BoM products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:131 msgid "" "To sell and manufacture variants of :abbr:`BoM (bill of materials)` products" " to order, navigate to :menuselection:`Sales app --> Create` to create a new" " quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:135 msgid "Sell variant of BoM product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:137 msgid "" "Once on the blank :guilabel:`Quotation` form, click the drop-down next to " "the :guilabel:`Customer` field to add a customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:140 msgid "" "Then, under the :guilabel:`Order Lines` tab, click :guilabel:`Add a " "product`, and select the previously-created :abbr:`BoM (bill of materials)` " "product with variants from the drop-down menu. Doing so reveals a " ":guilabel:`Configure a product` pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:144 msgid "" "From the pop-up window, click the desired attribute options to configure the" " correct variant of the product to manufacture. Then, click the green " ":guilabel:`+` or :guilabel:`-` icons next to the `1` to change the quantity " "to sell and manufacture, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Configure a product pop-up for choosing variant attributes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:152 msgid "" "Once all the specifications have been chosen, click :guilabel:`Add`. This " "will change the pop-up to a second :guilabel:`Configure` pop-up, where " "available optional products will appear, if they have been created " "previously." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:156 msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:158 msgid "" "Then, click :guilabel:`Save` to save all changes, and click " ":guilabel:`Confirm` at the top of the :guilabel:`Quotation` form to create " "and confirm a new sales order (SO)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:162 msgid "Manufacture variant of BoM product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:164 msgid "" "Once the :abbr:`SO (sales order)` is confirmed, a :guilabel:`Manufacturing` " "smart button appears at the top of the :abbr:`SO (sales order)` form. Click " "the :guilabel:`Manufacturing` smart button to open the " ":guilabel:`Manufacturing Order` form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:168 msgid "" "On this form, under the :guilabel:`Components` tab, the appropriate " "components for the chosen variant are listed. And, depending on the variant," " different components will be listed. To see any mandatory or optional " ":guilabel:`Operation` steps, click the :guilabel:`Work Orders` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:172 msgid "" "To enter the tablet view work order screen, click the :guilabel:`tablet " "icon` to the right of the row for the desired operation to be completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:175 msgid "" "From the tablet view, click :guilabel:`Mark as Done` as the operation " "progresses to complete the operation steps." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:178 msgid "" "Alternatively, click the :guilabel:`Mark as Done` button at the top of the " "manufacturing order form to complete the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst-1 msgid "Manufacturing order for variant of BoM product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:185 msgid "" "Then, navigate back to the :abbr:`SO (sales order)` via the breadcrumbs at " "the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:187 msgid "" "Now that the product has been manufactured, click the :guilabel:`Delivery` " "smart button to deliver the product to the customer. From the " ":guilabel:`Delivery Order` form, click :guilabel:`Validate`, then click " ":guilabel:`Apply` to deliver the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:191 msgid "" "To finish the sale, click back to the :abbr:`SO (sales order)` via the " ":guilabel:`breadcrumbs` at the top of the page again. Then, click " ":guilabel:`Create Invoice` followed by :guilabel:`Create Invoice` again to " "invoice the customer for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:5 msgid "" "During the manufacturing process, the need to scrap manufacturing components" " or finished products may arise. This can be necessary if a component or " "product is damaged, or unusable for any other reason." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:9 msgid "" "By default, scrapping a component or finished product removes it from " "physical inventory and places it in a virtual location titled *Virtual " "Locations/Scrap*. A virtual location is **not** a physical space, but rather" " a designation in Odoo that is used to track items that are no longer in " "physical inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:14 msgid "" "Odoo *Manufacturing* allows for both components and finished products to be " "scrapped within a manufacturing order. The specific type of item that can be" " scrapped during a manufacturing order depends on the stage of the " "manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " ":menuselection:`Inventory --> Configuration --> Locations`, then remove the " ":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " "all virtual locations. From the list, select the :guilabel:`Virtual " "Locations/Scrap` location." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:29 msgid "Scrap manufacturing components" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:31 msgid "" "To scrap components during the manufacturing process, begin by navigating to" " :menuselection:`Manufacturing --> Manufacturing Orders`, then select a " "manufacturing order or click :guilabel:`Create` to configure a new one. If a" " new manufacturing order is created, select a product from the " ":guilabel:`Product` drop-down menu, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:36 msgid "" "Once the manufacturing order has been confirmed, a :guilabel:`Scrap` button " "appears at the top of the page. Click the button and a :guilabel:`Scrap` " "pop-up window appears." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst-1 msgid "The scrap button on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:43 msgid "" "From the :guilabel:`Product` drop-down menu on the :guilabel:`Scrap` pop-up " "window, select the component that is being scrapped, then enter the quantity" " in the :guilabel:`Quantity` field. Finally, click :guilabel:`Done` to scrap" " the component." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst-1 msgid "The Scrap pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:52 msgid "" "Before clicking :guilabel:`Mark As Done` on a manufacturing order, only the " "components of the finished product can be scrapped, **not** the finished " "product itself. This is because Odoo recognizes that the finished product " "cannot be scrapped before it has been manufactured." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:56 msgid "" "After scrapping a component, continue the manufacturing process using the " "required quantity of the component that was scrapped. The on-hand stock " "count for the component that was scrapped updates to reflect both the " "scrapped quantity and the quantity consumed during manufacturing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:61 msgid "" "If the manufacturing of a table requires four units of a table leg, and two " "units of the table leg were scrapped during the manufacturing process, the " "total quantity of table legs consumed will be six: four units used to " "manufacture the table plus two units scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:66 msgid "Scrap components from tablet view" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:68 msgid "" "Components can also be scrapped from the manufacturing tablet view. To do " "so, select the :guilabel:`Work Orders` tab on a manufacturing order, then " "click the :guilabel:`📱 (tablet view)` icon for a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst-1 msgid "The tablet view icon for a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:76 msgid "" "With tablet view open, click the :guilabel:`☰ (menu)` button at the top left" " of the screen, then select the :guilabel:`Scrap` button on the " ":guilabel:`Menu` pop-up window. The :guilabel:`Scrap` pop-up window then " "appears." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst-1 msgid "" "The Scrap button on the Menu pop-up window of the manufacturing tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:84 msgid "" "Finally, select a component from the :guilabel:`Product` drop-down menu and " "enter the quantity being scrapped in the :guilabel:`Quantity` field. Click " ":guilabel:`Done` to scrap the component." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:88 msgid "Scrap finished products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:90 msgid "" "Odoo also allows for finished products to be scrapped from a manufacturing " "order once the order is completed. After clicking :guilabel:`Mark as Done`, " "click the :guilabel:`Scrap` button to make the :guilabel:`Scrap` pop-up " "window appear." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:94 msgid "" "Since the components have been consumed to create the finished product, they" " will no longer appear in the :guilabel:`Product` drop-down menu. Instead, " "the finished product will be available as an option. Select the finished " "product and enter the quantity to be scrapped in the :guilabel:`Quantity` " "field. Click :guilabel:`Done` to scrap the finished product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:99 msgid "" "The on-hand stock count for the product that was scrapped will update to " "reflect both the scrapped quantity and the quantity produced during " "manufacturing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:103 msgid "" "If five units of a chair were manufactured, but two units were scrapped " "after manufacturing was completed, then the on-hand inventory of the chair " "will increase by three: five units manufactured minus two units scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:3 msgid "Split and merge manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:5 msgid "" "In Odoo *Manufacturing*, it is possible to create manufacturing orders for a" " single unit of an item, or multiple units of the same item. In some cases, " "it may be necessary to split a manufacturing order that contains multiple " "units into two or more orders, or to merge two or more orders into a single " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:11 msgid "" "A manufacturing order can only contain one unit of a product, or multiple " "units of a single product that all use the same Bill of Materials (BoM). As " "a result, it is only possible to merge manufacturing orders when every order" " contains the same product being manufactured with the same BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:17 msgid "Split manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:19 msgid "" "To split a manufacturing order into multiple orders, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" " select a manufacturing order. At the top of the page, next to the " ":guilabel:`New` button, the manufacturing order's reference number appears " "with a :guilabel:`⚙️ (settings)` button next to it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:24 msgid "" "Click the :guilabel:`⚙️ (settings)` button to open the general settings for " "the manufacturing order, then select :guilabel:`Split`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst-1 msgid "The Settings and Split buttons on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:31 msgid "" "After selecting :guilabel:`Split`, a :guilabel:`Split production` pop-up " "window appears. In the :guilabel:`Split #` field, enter the number of " "manufacturing orders that the original order should be split into, then " "click outside of the field. A table appears below, with a line for each new " "manufacturing order that will be created by the split. In the " ":guilabel:`Quantity To Produce` column, enter the number of units that will " "be assigned to each new manufacturing order. Finally, click " ":guilabel:`Split` to split the manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst-1 msgid "The Split production pop-up window for a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:42 msgid "" "After clicking :guilabel:`Split`, the original manufacturing order is split " "into the number of orders that was specified in the :guilabel:`Split #` " "field. The reference numbers for the new manufacturing orders are the " "reference number for the original order with *-###* tags added to the end." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:48 msgid "" "Manufacturing order *WH/MO/00012* is split into three separate orders. The " "reference numbers for the new orders are *WH/MO/00012-001*, " "*WH/MO/00012-002*, and *WH/MO/00012-003*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:52 msgid "Merge manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:54 msgid "" "To merge two or more manufacturing orders into a single order, begin by " "navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing" " Orders`. Select the manufacturing orders that will be merged by activating " "the checkbox to the left of the name of each order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst-1 msgid "" "Select manufacturing orders that will be merged by clicking the checkbox for" " each." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:62 msgid "" "Once all manufacturing orders have been selected, click the " ":guilabel:`Actions` button at the top of the page, then select " ":guilabel:`Merge` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst-1 msgid "The Actions and Merge buttons on the Manufacturing Orders page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:69 msgid "" "The selected manufacturing orders are merged into a single order. The " "reference number for the new manufacturing order is the next sequential " "number that has *not* already been assigned to an order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:73 msgid "" "The last reference number used for a manufacturing order was *WH/MO/00012*. " "Two manufacturing orders, *WH/MO/00008* and *WH/MO/00009*, are merged into a" " single order. The reference number for the manufacturing order created by " "the merger is *WH/MO/00013*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:77 msgid "" "In the :guilabel:`Source` field for the manufacturing order created by the " "merger, the reference numbers of the manufacturing orders that were merged " "are listed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/split_merge.rst:81 msgid "" "Manufacturing orders *WH/MO/00009* and *WH/MO/00010* are merged to create " "*WH/MO/00011*. The source field for *WH/MO/00011* lists both *WH/MO/00009* " "and *WH/MO/00010*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:3 msgid "Manage semi-finished products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:5 msgid "" "A *semi-finished product*, also known as a *subassembly*, is a manufactured " "product that is used as a component in another product's bill of materials " "(BoM). Semi-finished products are used to simplify complex :abbr:`BoMs " "(Bills of Materials)` or to more accurately represent a manufacturing flow. " "A :abbr:`BoM (Bill of Materials)` that contains semi-finished products is " "referred to as a *multilevel BoM*, where the main *top-level product* and " "its subassemblies are distinguished." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:12 msgid "Configure semi-finished products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:14 msgid "" "To set up a multilevel :abbr:`BoM (Bill of Materials)`, the top-level " "product and semi-finished products must be configured. Therefore, the first " "step is to create the semi-finished products and their :abbr:`BoMs (Bills of" " Materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:19 msgid ":doc:`bill_configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst-1 msgid "A bill of materials for a semi-finished product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:26 msgid "Create the top-level bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:28 msgid "" "After the semi-finished products are fully configured, navigate to " ":menuselection:`Manufacturing --> Products --> Products`. Then, " ":guilabel:`Create` the top-level product. Configure the product's " "specifications as desired, and be sure to :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:32 msgid "" "Once the top-level product is configured, click the :guilabel:`Bill of " "Materials` smart button on the product form, then click :guilabel:`Create` " "to make a :abbr:`BoM (Bill of Materials)` for the top-level product. Then, " "simply add the semi-finished products to this :abbr:`BoM (Bill of " "Materials)`, along with any other necessary components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst-1 msgid "" "A bill of materials for a top-level product, containing a subassembly " "component." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:42 msgid "Manage production planning" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:44 msgid "" "There are several methods to manage manufacturing order automation for " "products with multilevel :abbr:`BoMs (Bills of Materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:48 msgid "" "Semi-finished products are specifically used to manage manufacturable " "products with multilevel BoMs. If a BoM is being created simply to organize " "components or bundle sellable products, using :doc:`Kits ` is " "the more appropriate option." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:52 msgid "" "To automatically trigger manufacturing orders for semi-finished products " "after confirming a manufacturing order for the main product, there are two " "options:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:55 msgid "" "**Option 1 (recommended):** Create *Reordering Rules* for the semi-finished " "products and set both the minimum and maximum desired stock quantities to " "`0`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:59 msgid ":doc:`../../purchase/products/reordering`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:61 msgid "" "**Option 2:** Activate the :guilabel:`Replenish on Order (MTO)` and " ":guilabel:`Manufacture` routes under the :guilabel:`Inventory` tab of the " "semi-finished product's product form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:64 msgid "" "Option 1 is more flexible than Option 2 and is therefore recommended. " "Reordering rules do not directly link demand to replenishment, and therefore" " allow stocks to be unreserved and redirected to other orders, if necessary." " The Replenish on Order (MTO) route creates a unique link between the semi-" "finished and top-level products, exclusively reserving quantities for the " "confirmed top-level manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst:70 msgid "" "Regardless of the method chosen, semi-finished products must be fully " "manufactured before manufacturing can begin on the top-level product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/sub_assemblies.rst-1 msgid "A manufacturing order for a top-level product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:3 msgid "Subcontract your Manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:5 msgid "" "Outsourcing a portion or all of your company’s manufacturing needs is not " "easy. To make it work correctly, you have to:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:8 msgid "Manage the inventory of raw materials at your subcontractor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:9 msgid "Ship raw material to your subcontractors, at the right time" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:10 msgid "Control incoming goods quality" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:11 msgid "Control subcontractors bills" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:13 msgid "" "Here is an example of subcontracting the manufacturing of “C”, which is " "produced out of raw materials “A” and “B”." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:20 msgid "" "With its MRP subcontracting feature, Odoo helps you handle this flow easily." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:25 msgid "" "To use the subcontracting feature, go to :menuselection:`Manufacturing --> " "Configuration --> Settings` and tick the box *Subcontracting*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:32 msgid "" "To define if a product must be subcontracted, use a *Bill of Materials " "(BoM)* of type *Subcontracting*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:35 msgid "" "To create a new *BoM*, go to :menuselection:`Manufacturing --> Products --> " "Bill of Materials` and hit create. Then, list the components your " "subcontractor needs to manufacture the product. For costing purposes, you " "might want to register all the components, even the ones that are sourced " "directly from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:41 msgid "" "Once you have set the *BoM Type* to *Subcontracting*, specify one or several" " subcontractors." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:49 msgid "Basic Subcontracting Flow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:51 msgid "" "To let your subcontractor know how many products you need, create and send " "them purchase orders (PO). To do so, go to the *Purchase* app and create a " "new purchase order. Be sure to send the PO to a vendor that is defined as a " "subcontractor on the *BoM* of these products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:60 msgid "" "Once the *PO* is validated (1), a pending receipt is created. When the " "products are received, validate the receipt (2), with the actual quantity " "received. As a result, Odoo does the following things for you:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:64 msgid "" "Consumes the respective components at the subcontractor’s location, based on" " the *BoM* and your input (3);" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:66 msgid "Produces the finished goods at the subcontractor’s location (4);" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:68 msgid "" "Moves products from that subcontractor’s location to YourCompany via the " "validated receipt (5)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:73 msgid "" "The *PO* is optional. If you create a receipt manually, with the right " "subcontractor, Odoo still performs all the moves. This can be useful if the " "subcontractor does not bill a fixed price per item, but rather the time and " "materials used." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:79 msgid "Inventory Valuation" msgstr "Wycena Magazynów" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:81 msgid "The cost of the manufactured product “C” is defined as:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:83 msgid "**C = A + B + s**" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:85 msgid "With:" msgstr "Z:" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:87 msgid "**A**: Cost of raw materials coming from YourCompany;" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:90 msgid "**B**: Cost of raw materials sourced directly from the" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:90 msgid "subcontractor;" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:92 msgid "**s**: Cost of the subcontracted service." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:94 msgid "" "Sending raw materials to your subcontractors (**A**) does not impact the " "inventory valuation, as the components are still valued as part of your " "stock. This is managed by making the *Subcontracting Location* an *Internal " "Location*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:99 msgid "" "Then, the vendor price set on the product C form has to be what has to be " "paid to the subcontractor for his parts and service time: **B + s**. The " "product cost has to be: **A + B + s**, how much the product is valued in the" " accounting." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:104 msgid "" "Finally, the subcontractor bill then matches the purchase order, with the " "proposed price coming from the finished products C." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:108 msgid "" "If managing the replenishment of raw materials **B** at your subcontractor’s" " location is not needed, simply include the cost of **B** in the " "subcontractor’s price **s** and remove the products *B* from the *BoM*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:116 msgid "" "In case the received products from the subcontractor contain tracked " "components, their serial or lot numbers need to be specified during the " "receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:120 msgid "" "In that case, on the receipt of the subcontracted product, a *Record " "Components* button appears. Click on it to open a dialog box and record the " "serial/lot numbers of the components. If the finished product is also " "tracked, its serial/lot number can be registered here too." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:129 msgid "" "For audit purposes, it is possible to check the lot numbers recorded on a " "receipt by using the icon on the right of the finished products:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:136 msgid "" "Also note that in case flexible consumption has been selected on the " "subcontracted BOM for a non-tracked product, the record components option " "will also appear optionally on each move line, if you want to register more " "or less component consumption at your subcontracting location, when " "receiving your final product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:145 msgid "" "As you can see, the reception of both of these non-tracked products can " "either be executed by selecting the 'Set Quantities' Option or via the move " "line hamburger menus." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:149 msgid "Automate Replenishment of Subcontractors" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:151 msgid "" "There are two ways to automate the supply of raw materials to your " "subcontractors when purchasing the final product. The chosen method depends " "on whether or not you want the materials to transit through your warehouse. " "Both of these methods are described as pull style mechanisms as their " "trigger is the inital PO to the subcontractor, which creates a need at the " "subcontracting location, for raw material." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:158 msgid "" "If you are supplying your subcontractor with raw material from your own " "warehouse, you must activate the 'Resupply Subcontractor on Order' route as " "shown below. If this is a component that you buy from a vendor, the buy " "route should also be activated." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:169 msgid "" "Now, if you want your vendor to resupply your subcontractor directly, you " "must choose the 'Dropship Subcontractor on Order' option instead. In order " "for this option to be active on the product form, you must first activate " "the dropship option from :menuselection:`Purchase --> Configuration --> " "Settings --> Dropshipping`. Once the PO to the subcontractor is validated, " "this route will create a dropship RFQ from your vendor to that " "subcontractor. You then just need to review and validate it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:182 msgid "" "Note that the buy route is not selected in this case, as the dropship route " "is a buy route already." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:185 msgid "" "Finally, if you want to track the stock of these raw materials at your " "subcontracting location(s), then you must activate *Multi-locations* in " ":menuselection:`Inventory --> Configuration --> Settings --> Storage " "locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:189 msgid "From the location form, you are then able to access the Current Stock." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:198 msgid "Manual Replenishment" msgstr "Ręczne uzupełnianie" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:200 msgid "You can also choose to replenish your subcontractors manually." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:202 msgid "" "If you want to send components to your subcontractor at your own " "convenience, select the 'Resupply Subcontractor' Operation Type from the " "*Inventory* Module, and create a picking, specifying to which subcontractor " "you are delivering to." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:210 msgid "" "Alternatively, you can also manually ask your vendor to resupply your " "subcontractor by creating a dropship type PO, with your subcontractor set as" " the delivery address." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:3 msgid "Three-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:9 msgid "" "Odoo *Manufacturing* allows users to manufacture products using one, two, or" " three steps. When using three-step manufacturing, Odoo creates a pick " "components transfer, a manufacturing order (MO), and a store finished " "products transfer, and updates inventory counts based on the number of " "components removed, and finished products created." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:42 msgid "" "On the new |MO|, select the product to be produced from the " ":guilabel:`Product` drop-down menu. The :guilabel:`Bill of Material` field " "auto-populates with the associated Bill of Materials (BoM)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:53 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:54 msgid "Finally, click :guilabel:`Confirm` to confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:56 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:57 msgid "Process pick components transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:58 msgid "" "After confirming a three-step |MO|, a :guilabel:`Transfers` smart button " "appears at the top of the page. Click it to be taken to the " ":guilabel:`Transfers` page for the |MO|. The page lists two transfers: " "*WH/PC/XXXXX* (the pick components transfer), and *WH/SFP/XXXXX* (the store " "finished products transfer)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:63 msgid "" "Select :guilabel:`WH/PC/XXXXX` to open the pick components transfer for the " "|MO|. This transfer is used to track the movement of components from the " "locations where they are stored to the location where they are used to " "manufacture the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:67 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:64 msgid "" "After transferring the components out of their storage location, click " ":guilabel:`Validate` at the top of the transfer, followed by " ":guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up window that " "appears. Doing so marks the transfer as :guilabel:`Done`, and updates " "inventory counts to reflect the quantity of components transferred." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:72 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:69 msgid "" "Finally, return to the |MO| by clicking the :guilabel:`WH/MO/XXXXX` " "breadcrumb at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst-1 msgid "The manufacturing order bread crumb on a pick components transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:88 msgid "" "To complete work orders from the |MO| itself, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "then select a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst-1 msgid "The Start button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst-1 msgid "The Done button for an work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:130 #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:126 msgid "" "Once the final work order for the |MO| has been reached, a :guilabel:`Mark " "as Done and Close MO` button appears on the tablet view in addition to the " ":guilabel:`Mark as Done` button. Click :guilabel:`Mark as Done and Close MO`" " to mark the |MO| as :guilabel:`Done`, and register the manufactured " "product(s) into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:135 msgid "" "It is also possible to complete the final work order while keeping the |MO| " "open, by clicking :guilabel:`Mark as Done`. In this case, the |MO| can be " "closed at a later time by clicking the :guilabel:`Produce All` button on the" " |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:140 msgid "Process finished product transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:142 msgid "" "After completing the |MO|, return to the order's :guilabel:`Transfers` page " "by clicking the :guilabel:`Transfers` button at the top of the order. This " "time, select :guilabel:`WH/SFP/XXXXX` to open the store finished products " "transfer. This transfer is used to track the movement of finished products " "from the location where they were manufactured to the location where they " "are stored." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/three_step_manufacturing.rst:147 msgid "" "After transferring the finished products to their storage location, click " ":guilabel:`Validate` at the top of the transfer, followed by " ":guilabel:`Apply` on the :guilabel:`Immediate Transfer?` pop-up window that " "appears. Doing so marks the transfer as :guilabel:`Done`, and updates " "inventory counts to reflect the quantity of finished products transferred." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:3 msgid "Two-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:9 msgid "" "Odoo *Manufacturing* allows users to manufacture products using one, two, or" " three steps. When using two-step manufacturing, Odoo creates a " "manufacturing order (MO) and a pick components transfer, but does not " "generate a transfer for the movement of finished products into stock. " "Inventory counts still update based on the number of products manufactured, " "but the act of transferring them to and from inventory is not tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:59 msgid "" "After confirming a two-step |MO|, a :guilabel:`Transfers` smart button " "appears at the top of the page. Click it to open the pick components " "transfer for the |MO|. This transfer is used to track the movement of " "components from the locations where they are stored to the location where " "they are used to manufacture the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:88 msgid "" "On the |MO| page, select the :guilabel:`Work Orders` tab. Once work begins " "on the first work order that needs to be completed, click the " ":guilabel:`Start` button for that operation. Odoo *Manufacturing* then " "starts a timer that keeps track of how long the work order takes to " "complete." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst-1 msgid "The Start button for an work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst-1 msgid "The Done button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:109 msgid "" "To complete the work orders for an |MO| using the tablet view, begin by " "navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing" " Orders`, and then select an |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:112 msgid "" "Next, click on the :guilabel:`Work Orders` tab, then select the :guilabel:`📱" " (tablet)` button on the line of the first work order to be processed. This " "opens the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/two_step_manufacturing.rst:131 msgid "" "It is also possible to complete the final operation while keeping the |MO| " "open, by clicking :guilabel:`Mark as Done`. In this case, the |MO| can be " "closed at a later time by clicking the :guilabel:`Produce All` button on the" " order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:3 msgid "Use the Master Production Schedule" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" " stock you want to have on hand at the end of the period) and the minimum " "and maximum quantities that must or can be replenished in each period." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" " quantity of products has already been ordered for the period, or *Available" " to Promise*, what can still be sold during that same period (what you plan " "to replenish - what is already sold during the period). You can also decide " "to hide rows if you like." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " "demand forecast with the actual demand (= confirmed sales). The demand " "forecast for a finished product will impact the indirect demand for its " "components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" " supposed to launch based on your lead times (vendor lead time or " "manufacturing lead time) are then displayed in green. You can now launch the" " replenishment by clicking on the replenish button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " "back to the automatically computed value given by Odoo, simply click the " "cross." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:3 msgid "Manage work orders using work centers" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:5 msgid "" "Odoo Manufacturing allows for work orders to be carried out at specific work" " centers. When a manufacturing order is created for a product, any work " "orders listed in the :guilabel:`Operations` tab of the product bill of " "materials (BoM) will be automatically created as well and assigned to the " "specified work center. Work orders can be managed in the " ":guilabel:`Manufacturing` module by selecting :menuselection:`Operations -->" " Work Orders`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:11 msgid "" "In order to use work centers, the :guilabel:`Work Orders` feature must first" " be enabled. To do so, go to the :guilabel:`Manufacturing` module, select " ":menuselection:`Configuration --> Settings`, and activate the checkbox next " "to :guilabel:`Work Orders`. Work centers can then be created and managed by " "selecting :menuselection:`Configuration --> Work Centers`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:17 msgid "Create a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:19 msgid "" "Within the :guilabel:`Manufacturing` module, select " ":menuselection:`Configuration --> Work Centers --> Create`. The work center " "form can then be filled out as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:22 msgid "" ":guilabel:`Work Center Name`: give the work center a concise name that " "describes the type of operations it will be used for" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:24 msgid "" ":guilabel:`Alternative Workcenters`: specify an alternative work center for " "operations to be carried out at if the main work center is not available" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:26 msgid ":guilabel:`Code`: assign the work center a reference code" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:27 msgid "" ":guilabel:`Working Hours`: define the number of hours that the work center " "can be in use each week" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:28 msgid "" ":guilabel:`Company`: select the company that the work center belongs to" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "An example of a fully configured work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:37 msgid "Set standards for work center productivity" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:39 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:42 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " "one hour and the efficiency is set to 200%, the work order will take 30 " "minutes" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:45 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid "" ":guilabel:`Time before prod.`: setup time required before work can commence" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Time after prod.`: breakdown or cleanup time required after work " "is finished" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The general information tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:58 msgid "Assign equipment to a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:60 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:68 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:70 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The equipment tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:77 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:83 msgid "Integrate IoT devices" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:85 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Key`: the security key for the device" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The IoT Triggers tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:97 msgid "Use case: configure an alternative work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:99 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " "to specify an alternative work center where surplus work orders should be " "carried out." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:103 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" " ensure that the same tasks can be carried out at both work centers. " "Navigate to the main work center and include the new work center in the " ":guilabel:`Alternative Workcenters` selection field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:108 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " "the operation in the :guilabel:`Work Orders` tab. After confirming the " "manufacturing order, click the :guilabel:`Plan` button that appears at the " "top left of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "" "Click the plan button to automatically select an available work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:117 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst-1 msgid "The alternative work center is automatically selected." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:125 msgid "Monitor work center performance" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:127 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " "center. A variety of metrics showing work center performance can be viewed " "at the top right of the form:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:131 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:3 msgid "Make work centers unavailable using Time Off" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:5 msgid "" "In Odoo, *work centers* are used to carry out manufacturing operations at " "specific locations. However, if a work center cannot be used for some " "reason, work orders begin to pile up at the work center until it is " "operational again." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:9 msgid "" "As a result, it is necessary to make the work center unavailable in Odoo so " "that the platform routes new work orders to alternative work centers that " "are operational. Using Odoo *Time Off*, it is possible to designate a work " "center as being unavailable for a set period of time. Doing so ensures that " "manufacturing operations can continue until the impacted work center is " "available again." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:17 msgid "" "Before a work center can be designated as unavailable, the Odoo platform " "must be properly configured. First, it is necessary to enable " ":ref:`developer mode `. This allows the :guilabel:`Time Off`" " smart button to appear on each work center's :guilabel:`Working Hours` pop-" "up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:22 msgid "" "Enable developer mode by going to :menuselection:`Settings`, scrolling to " "the bottom of the page, and clicking :guilabel:`Activate the developer mode`" " under the :guilabel:`Developer Tools` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The \"Activate the developer mode\" button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:29 msgid "" "Next, install the *Time Off* app. This is the app used for assigning time " "off to all resources within Odoo, including employees and work centers. " "Navigate to :menuselection:`Apps`, then type `Time Off` in the " ":guilabel:`Search...` bar. The card for the :guilabel:`Time Off` module " "should be the only one that appears on the page. Click the green " ":guilabel:`Install` button on the card to install the app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Time Off module installation card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:39 msgid "" "The last step is to properly configure work centers. For this workflow, it " "is necessary to have at least two work centers: one that is made unavailable" " and a second that receives the work orders that the other cannot accept. If" " no second work center is configured, Odoo cannot route work orders away " "from the unavailable work center and they will pile up in its queue." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:44 msgid "" "To create a work center, navigate to :menuselection:`Manufacturing --> " "Configuration --> Work Centers --> Create`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:47 msgid "" "Make sure that both work centers have the same equipment listed under the " ":guilabel:`Equipment` tab. This ensures that operations carried out at one " "work center can also be performed at the other." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The equipment tab on a work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:54 msgid "" "For the work center that will be made unavailable, select the second work " "center on the :guilabel:`Alternative Workcenters` drop-down menu. Now, Odoo " "knows to send work orders to the second work center when the first is " "unavailable for any reason." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "A work center form configured with an alternative work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:63 msgid "Add time off for a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:65 msgid "" "With configuration completed, time off can now be assigned to the work " "center that will be made unavailable. Begin by navigating to " ":menuselection:`Manufacturing --> Configuration --> Work Centers` and " "selecting the affected work center. Click :guilabel:`Edit`, and then the " ":guilabel:`↗ (external link)` button next to the :guilabel:`Working Hours` " "drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Working Hours \"External link\" button on the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:74 msgid "" "A pop-up appears, titled :guilabel:`Open: Working Hours`. The standard " "working hours for the work center are listed here, along with various other " "details about it. Since developer mode was enabled, there is a " ":guilabel:`Time Off` button in the top right of the pop-up. Click it to be " "taken to the :guilabel:`Resource Time Off` page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Time Off button on the Working Hours pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:83 msgid "" "On this page, click :guilabel:`Create` to configure a new time-off entry. On" " the time-off form, note the :guilabel:`Reason` for the work center closure " "(broken, maintenance, etc.), select the affected work center as the " ":guilabel:`Resource`, and choose a :guilabel:`Start Date` and :guilabel:`End" " Date` to specify the period during which the work center will be " "unavailable. Click :guilabel:`Save` and the time off for the work center is " "logged in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The \"Resource Time Off\" form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:94 msgid "Route orders to an alternative work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:96 msgid "" "Once a work center is within its specified time-off period, work orders sent" " to it can be automatically routed to an alternative work center using the " ":guilabel:`Plan` button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:99 msgid "" "Begin by creating a new manufacturing order by selecting " ":menuselection:`Operations --> Manufacturing Orders --> Create`. On the " "manufacturing order form, specify a :guilabel:`Product` that uses the " "unavailable work center for one of its operations. Click :guilabel:`Confirm`" " to confirm the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:104 msgid "" "On the confirmed work order, select the :guilabel:`Work Orders` tab. By " "default, the unavailable work center is specified in the :guilabel:`Work " "Center` column. There is also a green :guilabel:`Plan` button on the top " "left of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "The Plan button on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:112 msgid "" "Click :guilabel:`Plan` and the work center listed under the :guilabel:`Work " "Orders` tab is automatically changed to the alternative work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst-1 msgid "" "The selected work center updates automatically after clicking the Plan " "button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:119 msgid "" "Once the time-off period for the unavailable work center ends, Odoo " "recognizes that the work center is available again. At this point, clicking " "the :guilabel:`Plan` button does not route work orders to an alternative " "work center unless the first one is at capacity." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:3 msgid "Work order dependencies" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:7 msgid "" "When manufacturing certain products, specific operations may need to be " "completed before others can begin. In order to ensure operations are carried" " out in the correct order, Odoo *Manufacturing* features a *work order " "dependencies* setting. Enabling this setting allows for operations on a Bill" " of Materials (BoM) to be *blocked* by other operations that should occur " "first." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:15 msgid "" "The *work order dependencies* setting is not enabled by default. To enable " "it, begin by navigating to :menuselection:`Manufacturing --> Configuration " "--> Settings`. Then, enable the :guilabel:`Work Orders` setting, if it is " "not already active." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:19 msgid "" "After enabling the :guilabel:`Work Orders` setting, the :guilabel:`Work " "Order Dependencies` setting appears below it. Enable :guilabel:`Work Order " "Dependencies`, then click :guilabel:`Save` to confirm the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:24 msgid "Add dependencies to BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:26 msgid "" "Work order dependencies are configured on a product's |BOM|. To do so, " "navigate to :menuselection:`Manufacturing --> Products --> Bills of " "Materials`, then select a |BOM|, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:32 msgid "" "For a complete guide on how to properly configure a new |BOM|, see the " "documentation on :ref:`creating a bill of materials " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:35 msgid "" "On the |BOM|, click on the :guilabel:`Miscellaneous` tab, then enable the " ":guilabel:`Operation Dependencies` checkbox. This makes a new " ":guilabel:`Blocked By` option available in the settings of the " ":guilabel:`Operations` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "The Operation Dependencies checkbox on the Miscellaneous tab of a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:43 msgid "" "Next, click on the :guilabel:`Operations` tab. On the top-right of the tab, " "click on the tab's :guilabel:`settings` button, then enable the " ":guilabel:`Blocked By` checkbox. This makes a :guilabel:`Blocked By` field " "appear for each operation on the :guilabel:`Operations` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "The settings for the Operations tab on a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:51 msgid "" "In the line of the operation that should be blocked by another operation, " "click the :guilabel:`Blocked By` field, and an :guilabel:`Open: Operations` " "pop-up window appears. In the :guilabel:`Blocked By` drop-down field on the " "pop-up window, select the blocking operation that must be completed *before*" " the operation that is blocked." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "The Blocked By drop-down field for an operation on a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:60 msgid "Finally, save the |BOM| by clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:63 msgid "Plan work orders using dependencies" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:65 msgid "" "Once work order dependencies have been configured on a |BOM|, Odoo " "*Manufacturing* is able to plan when work orders are scheduled, based on " "their dependencies. To plan the work orders for a manufacturing order, begin" " by navigating to :menuselection:`Manufacturing --> Operations --> " "Manufacturing Orders`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:70 msgid "" "Next, select a manufacturing order for a product with work order " "dependencies set on its |BOM|, or create a new manufacturing order by " "clicking :guilabel:`New`. If a new manufacturing order is created, select a " "|BOM| configured with work order dependencies from the :guilabel:`Bill of " "Material` drop-down field, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:75 msgid "" "After confirming the manufacturing order, select the :guilabel:`Work Orders`" " tab to view the work orders required to complete it. Any work orders that " "are *not* blocked by a different work order display a `Ready` tag in the " ":guilabel:`Status` section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:79 msgid "" "Work orders that are blocked by one or more work orders display a `Waiting " "for another WO` tag instead. Once the blocking work order(s) are completed, " "the tag updates to `Ready`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "The status tags for work orders on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:86 msgid "" "To schedule the manufacturing order's work orders, click the " ":guilabel:`Plan` button at the top of the page. After doing so, the " ":guilabel:`Scheduled Start Date` field for each work order on the " ":guilabel:`Work Orders` tab auto-fills with the scheduled start date and " "time. A blocked work order is scheduled at the end of the time period " "specified in the :guilabel:`Expected Duration` field of the work order that " "precedes it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "" "The Scheduled Start Date field for work orders on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:97 msgid "" "A manufacturing order is created for Product A. The manufacturing order has " "two operations: Cut and Assemble. Each operation has an expected duration of" " 60 minutes, and the Assemble operation is blocked by the Cut operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:101 msgid "" "The :guilabel:`Plan` button for the manufacturing order is clicked at 1:30 " "pm, and the Cut operation is scheduled to begin immediately. Since the Cut " "operation has an expected duration of 60 minutes, the Assemble operation is " "scheduled to begin at 2:30 pm." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:106 msgid "Planning by workcenter" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:108 msgid "" "To see a visual representation of how work orders are planned, navigate to " "the :guilabel:`Work Orders Planning` page by going to " ":menuselection:`Manufacturing --> Planning --> Planning by Workcenter`. This" " page shows a timeline of all the work orders scheduled for each operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst:112 msgid "" "If one work order is blocked by the completion of another, the work order " "that is blocked is shown as scheduled to start after the work order blocking" " it. In addition, an arrow connects the two work orders, leading from the " "blocking operation to the blocked operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/management/work_order_dependencies.rst-1 msgid "" "The arrow connecting a blocked work order to the work order blocking it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor.rst:5 msgid "Shop Floor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:3 msgid "Shop Floor overview" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:9 msgid "" "The *Shop Floor* module is a companion module to the *Manufacturing* app. " "*Shop Floor* provides a visual interface for processing manufacturing orders" " (MOs) and work orders. It also allows manufacturing employees to track the " "amount of time spent working on manufacturing and work orders." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:13 msgid "" "The *Shop Floor* module is installed alongside the *Manufacturing* app. It " "cannot be installed by itself. To install the *Manufacturing* app, navigate " "to :menuselection:`Apps`, search for `manufacturing` in the " ":guilabel:`Search...` bar, and then click :guilabel:`Install` on the " ":guilabel:`Manufacturing` app card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:19 msgid "" "The *Shop Floor* module replaces the tablet view functionality of the " "*Manufacturing* app, and is only available in Odoo versions 16.4 and later." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:22 msgid "" "To check the version number of an Odoo database, navigate to " ":menuselection:`Settings` and scroll down to the :guilabel:`About` section " "at the bottom of the page. The version number is displayed there." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:26 msgid "" "To switch to a newer version of Odoo, see the documentation on " ":doc:`upgrading a database <../../../../administration/upgrade>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:30 msgid "Navigation" msgstr "Nawigacja" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:32 msgid "" "*Shop Floor* is broken down into three main views, which can be selected " "from the navigation bar at the top of the module:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:35 msgid "" "The :guilabel:`All` page serves as the main dashboard for the module, and " "displays information cards for |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:37 msgid "" "Each work center also has a dedicated page, which shows information cards " "for work orders assigned to that work center. Work center pages can be " "toggled on or off by clicking the :guilabel:`+ (plus)` button in the " "navigation bar, selecting or deselecting them on the pop-up window that " "appears, and then clicking :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:41 msgid "" "The :guilabel:`My` page shows information cards for all work orders assigned" " to the employee whose profile is currently active in the operator panel on " "the left side of the module. Other than only showing work orders assigned to" " the active employee, this page functions the same as the pages for each " "work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:47 msgid "" "To isolate an |MO| or work order, so that no other orders appear, simply " "search the reference number of the |MO| in the :guilabel:`Search...` bar at " "the top of the module. This search filter remains active while switching " "between the different module views." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:51 msgid "" "On the left side of the module is the operator panel, which shows all of the" " employees currently signed in to *Shop Floor*, and allows new employees to " "sign in. The operator panel is always available in the module, regardless of" " which view is selected. It can be toggled on or off by clicking the " ":guilabel:`sidebar` button at the extreme left of the navigation bar." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst-1 msgid "" "The \"sidebar\" button, which is used to toggle the operator panel on or " "off." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:61 msgid "All page" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:63 msgid "" "By default, the :guilabel:`All` page shows an information card for every " "|MO| that is *ready to start*. An |MO| is considered ready to start once it " "has been confirmed, and all required components are available." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:67 msgid "" "To view every confirmed |MO| regardless of readiness, click the " ":guilabel:`x` button on the :guilabel:`Ready to Start` filter to remove it " "from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:71 msgid "MO information card" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:73 msgid "" "An |MO| information card on the :guilabel:`All` page shows all of the " "relevant details of the associated |MO|, and also provides employees with " "options for processing the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:76 msgid "" "The header for an |MO| card shows the |MO| number, the product and number of" " units being produced, and the status of the |MO|. If work has not yet begun" " on the |MO|, the status appears as :guilabel:`Confirmed`. Once work has " "begun, the status updates to :guilabel:`In Progress`. If all work orders for" " an |MO| have been completed and the |MO| is ready to close, the status " "updates to :guilabel:`To Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:82 msgid "" "The main body of an |MO| card shows a line for each completed work order, if" " any, followed by the current work order that needs to be completed. " "Completed work orders are indicated by a green check mark to the right of " "title of the work order. The current work order is indicated by a button " "that opens the page for the work center to which the order is assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:87 msgid "" "Below the current work order is a line titled :guilabel:`Register " "Production`, which is used to record the number of product units produced. " "To manually enter the number of units produced, click on the " ":guilabel:`Register Production` line, enter a value in the :guilabel:`Units`" " field of the resulting pop-up window, then click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:92 msgid "" "Alternatively, click the :guilabel:`# Units` button on the right side of the" " line, which automatically records the number of units the |MO| was created " "for as the number of units produced. For example, if an |MO| is created for " "10 units of a dining table, clicking the :guilabel:`10 units` button records" " that 10 units were produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:97 msgid "" "The footer of the |MO| card displays a :guilabel:`Close Production` button. " "This is used to close the |MO| once production is completed. However, if " "there are any quality checks required for the |MO| as a whole (not the work " "orders within it), a :guilabel:`Quality Checks` button appears instead. " "Clicking :guilabel:`Quality Checks` opens a pop-up window, from which any " "required quality checks can be completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:103 msgid "" "After clicking :guilabel:`Close Production`, the |MO| card begins to fade " "away, and an :guilabel:`Undo` button appears on the footer. Clicking " ":guilabel:`Undo` causes the |MO| to remain open. Once the |MO| card " "disappears completely, the work order is closed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:107 msgid "" "On the right side of the footer is an :guilabel:`⋮ (options)` button, which " "opens a pop-up window with additional options for the |MO|:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:110 #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:171 msgid "" ":guilabel:`Scrap` is used to send components to a scrap location when they " "are found to be defective." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:112 msgid "" ":guilabel:`Add Work Order` is used to add an additional work order to the " "|MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:113 #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:173 msgid "" ":guilabel:`Add Component` is used to add an additional component to the " "|MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:114 msgid ":guilabel:`Open Backend MO` opens the |MO| in the Manufacturing app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst-1 msgid "" "An information card for an MO on the \"All\" page of the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:121 msgid "Work center pages" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:123 msgid "" "By default, the page for each work center shows an information card for " "every work order assigned to it that is *ready to start*. A work order is " "considered ready to start once the |MO| it is a part of is ready to start, " "and any preceding work orders have been completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:127 msgid "" "To view every confirmed work order assigned to a work center regardless of " "readiness, click the :guilabel:`x` button on the :guilabel:`Ready to Start` " "filter to remove it from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:132 msgid "Work order information card" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:134 msgid "" "A work order information card on a work center's page shows all of the " "relevant details of the associated work order, and also provides employees " "with options for processing the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:137 msgid "" "The header for a work order card shows the reference number of the |MO| that" " the work order is a part of, the product and number of units being " "produced, and the status of the work order. If work has not yet begun on the" " work order, the status appears as :guilabel:`To Do`. Once work has begun, " "the status updates to display a timer showing the total time the work order " "has been worked on." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:142 msgid "" "The main body of a work order card shows a line for each step required to " "complete the work order. Work order steps can be completed by clicking on " "the line, then following the instructions on the pop-up window that appears." " Alternatively, clicking the checkbox on the right side of each line " "automatically marks the step as completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:147 msgid "" "Below the final step of the work order is a line titled :guilabel:`Register " "Production`, which functions the same as the :guilabel:`Register Production`" " line on an |MO| card. Registering the number of units produced using the " ":guilabel:`Register Production` line on a work order card also completes the" " step for the associated |MO| card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:152 msgid "" "If the work order being processed is the final work order for the |MO|, a " ":guilabel:`Close Production` button appears on the footer of the work order " "card. Clicking :guilabel:`Close Production` closes both the work order and " "the |MO|, unless a quality check is required for the |MO|. In this case, the" " quality check must be completed from the |MO| card before the |MO| can be " "closed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:158 msgid "" "Alternatively, if the |MO| requires the completion of additional work " "orders, a :guilabel:`Mark as Done` button appears instead. Clicking " ":guilabel:`Mark as Done` marks the current work order as completed, and " "causes the next work order to appear on the page for the work center it is " "assigned to." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:163 msgid "" "After clicking :guilabel:`Close Production` or :guilabel:`Mark as Done`, the" " work order card begins to fade away, and an :guilabel:`Undo` button appears" " on the footer. Clicking :guilabel:`Undo` causes the work order to remain " "open. Once the work order card disappears completely, the work order is " "marked as :guilabel:`Finished` on the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:168 msgid "" "On the right side of the footer is an :guilabel:`⋮ (options)` button, which " "opens a pop-up window with additional options for the work order:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:174 msgid "" ":guilabel:`Move to work center` is used to transfer the work order to a " "different work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:175 msgid "" ":guilabel:`Suggest a Worksheet improvement` allows the user to propose a " "change to the work order's instructions or steps." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:177 msgid "" ":guilabel:`Create a Quality Alert` opens a quality alert form that can be " "filled out to alert a quality team about a potential issue." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst-1 msgid "An information card for a work order in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:185 msgid "Operator panel" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:187 msgid "" "The operator panel is used to manage the employees that are signed in to the" " *Shop Floor* module. The panel shows the name and profile picture of every " "employee that is currently signed in across all instances of the database." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:191 msgid "" "To interact with *Shop Floor* as a specific employee, click the employee's " "name to activate their profile. Profiles that are not active appear with " "their names and profile pictures greyed-out." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:194 msgid "" "When an employee is selected in the operator panel, they can begin working " "on a work order by clicking the work order's heading. If an employee is " "working on one or more work orders, the work order title(s) appear under " "their name, along with a timer showing how long they've been working on each" " order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:199 msgid "" "To add a new employee to the operator panel, click the :guilabel:`+ Add " "Operator` button at the bottom of the panel. Then, select an employee from " "the :guilabel:`Select Employee` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:202 msgid "" "To remove an employee from the operator panel, simply click the " ":guilabel:`x` button next to their name in the panel." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst-1 msgid "" "The operator panel of the Shop Floor module, showing three employees signed " "in." msgstr "" #: ../../content/applications/inventory_and_mrp/plm.rst:8 msgid "Product lifecycle management" msgstr "" #: ../../content/applications/inventory_and_mrp/plm.rst:10 msgid "" "Odoo *Product Lifecycle Management* (*PLM*) offers a systematic approach for" " testing, collaboration, and iteration of products across concept " "development, design, manufacturing, marketing, and post-launch support " "stages." msgstr "" #: ../../content/applications/inventory_and_mrp/plm.rst:14 msgid "" "With approvals, key stakeholders can review changes before implementation." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes.rst:3 msgid "Change management" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:10 msgid "ECO type" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:12 msgid "" "An *ECO type* is assigned to *engineering change orders* (ECOs) to organize " "and track changes to products and bills of materials (BoMs). Each |ECO| type" " separates |ECOs| into a project in Gantt view, ensuring collaborators and " "stakeholders **only** view and assist with relevant |BOM| improvements." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:17 msgid "" "For example, an electronic chip manufacturer might use 'New Product " "Introduction', 'Product Improvement', 'Component Change', and 'Firmware " "Update' |ECO| types. Then, designers and engineers can focus on |ECOs| in " "the 'New Product Introduction' and 'Product Improvement' projects, avoiding " "unrelated supplier change or firmware update |ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:23 msgid "Create ECO type" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:25 msgid "" "To access and manage ECO types, navigate to :menuselection:`PLM app --> " "Configuration --> ECO Types`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:28 msgid "" "Create a new ECO type by clicking :guilabel:`New`. On the new :guilabel:`ECO" " Types` form, fill in the following information:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:31 msgid "" ":guilabel:`Name`: the name of the |ECO| type, which will organize all of the" " |ECOs| of this *type* in a project." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:33 msgid "" ":guilabel:`Email Alias`: if this optional field is filled, emails submitted " "to this email address automatically generate |ECOs| in the left-most stage " "of this |ECO| type." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:37 msgid "" "The `Formulation change` |ECO| type is used to organize and track related " "|ECOs| in a single project. Configuring the :guilabel:`Email Alias` field " "generates |ECOs| in the `Formulation change` project sent to the email " "address, `pawlish-change@pawlished-glam.odoo.com`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:0 msgid "Example of an ECO type." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:46 msgid "Edit ECO type" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:48 msgid "" "Modify existing |ECO| type names and email aliases by navigating to the " ":menuselection:`PLM app --> Configuration --> ECO Types` page. There, click " "on the desired |ECO| type from the list." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:51 msgid "" "On the form for each |ECO| type, proceed to edit the :guilabel:`Name` and " ":guilabel:`Email Alias` fields." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:57 msgid "Stages" msgstr "Etapy" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:59 msgid "" "Within an |ECO| type project, *stages* are like milestones and are used to " "identify the progress of the |ECO| before the changes are ready to be " "applied. (e.g. 'Feedback', 'In Progress', 'Approved', 'Complete')" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:63 msgid "" "Additionally, required approvers can be added to each stage, ensuring that " "changes to the production |BOM| cannot proceed until the approver reviews " "and approves the |ECO|. Doing so prevents errors on the production |BOM| by " "enforcing at least one review of suggested changes before they're applied on" " a production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:68 msgid "" "For best practice, there should be at least one *verification* stage, which " "is a stage with a required approver, and one *closing* stage, which stores " "|ECOs| that have been either canceled or approved for use as the next " "production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:73 msgid "Create stage" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:75 msgid "" "To add a stage, go to the :menuselection:`PLM` app and select the intended " "project for an |ECO| type from the :guilabel:`PLM Overview` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:78 msgid "" "Then, on the :guilabel:`Engineering Change Orders` project pipeline for the " "|ECO| type, click the :guilabel:`+ Stage` button. Doing so reveals a text " "box to fill in the name of the stage. After filling it in, click the " ":guilabel:`Add` button to finish adding the stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:83 msgid "" "A new `Assigned` stage separates assigned |ECOs| from the unassigned ones in" " the `New` stage. Adding another stage helps the product manager track " "unassigned tasks." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:0 msgid "Create a new stage in a project for an ECO type." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:91 msgid "Verification stage" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:93 msgid "" "Click an ECO type from :menuselection:`PLM app --> Overview` to open a " "kanban view of |ECOs| of this type." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:96 msgid "" "To configure a verification stage, hover over the intended stage, and select" " the :guilabel:`⚙️ (gear)` icon. Then, click :guilabel:`Edit` to open a pop-" "up window." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:99 msgid "" "Configure the verification stage in the edit stage pop-up window, by " "checking the box for :guilabel:`Allow to apply changes`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:102 msgid "" "Then, add an approver in the :guilabel:`Approvers` section, by clicking " ":guilabel:`Add a line`, and specifying the :guilabel:`Role` of the reviewer," " their :guilabel:`User`, and :guilabel:`Approval Type`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:106 msgid "" "Make sure at least one approver is configured with the :guilabel:`Approval " "Type`: :guilabel:`Is required to approve`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:109 msgid "" "The approver listed is automatically notified when |ECOs| are dropped in the" " stage specified in the pop-up window. Once finished, click :guilabel:`Save " "& Close`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:113 msgid "" "In the |ECO| type `New Product Introduction`, the verification stage " "`Validated` is configured by clicking the :guilabel:`⚙️ (gear)` icon, and " "selecting :guilabel:`Edit`. Doing so opens the :guilabel:`Edit: Validated` " "pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:117 msgid "" "By adding the `Engineering manager` as an approver, only |ECOs| approved by " "this user can proceed to the next stage, and have the changes applied on the" " production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:120 msgid "" "Additionally, check the :guilabel:`Allow to apply changes` option to ensure " "proper behavior." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:0 msgid "Show \"Allow to apply changes\" option is checked." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:127 msgid "Closing stage" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:129 msgid "" "Configure a closing stage by opening the :guilabel:`Edit: [stage]` pop-up " "window. To do so, hover over the intended stage and click the :guilabel:`⚙️ " "(gear)` icon that appears in the top-right corner. Then, click " ":guilabel:`Edit` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:133 msgid "" "On the :guilabel:`Edit: [stage]` pop-up window, select the check boxes for " ":guilabel:`Folded in kanban view`, :guilabel:`Allow to apply changes` and " ":guilabel:`Final Stage`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst:137 msgid "" "The closing stage, `Effective` is configured by checking the " ":guilabel:`Folded in kanban view`, :guilabel:`Allow to apply changes`, and " ":guilabel:`Final Stage` options" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/eco_type.rst-1 msgid "Show configurations of the closing stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:3 msgid "Engineering change orders" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:12 msgid "" "Utilize *engineering change orders* (*ECOs*) to track, implement, and revert" " change versions made to products, and :ref:`bills of materials " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:15 msgid "Engineering change orders can be created:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:17 msgid ":ref:`directly in the ECO type `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:18 msgid "" "by an operator in the :ref:`tablet view ` of an " "operation." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:19 msgid "" "automatically from feedback submitted to the :ref:`ECO type's email alias " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:24 msgid "Create ECO" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:26 msgid "" "To create a new |ECO|, begin by navigating to the *PLM* app. Then, select " "the |ECO| type card that will be used to track the progress of the change. " "On the :guilabel:`Engineering Change Orders` page, click the :guilabel:`New`" " button in the top-left corner." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:31 msgid "" "Learn how to create new :ref:`ECO types ` to categorize " "and organize change orders. Doing so ensures employees only view the |ECOs| " "related to their responsibilities, whether it involves new product " "introductions, targeted product line updates, or regulatory compliance " "fulfillment." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:36 msgid "On the |ECO| form, fill in the following fields accordingly:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:38 msgid ":guilabel:`Description` is a brief summary of the improvement." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:39 msgid "" ":guilabel:`Type`: specifies the |ECO| type project for organizing the " "|ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:40 msgid "" ":guilabel:`Apply on` determines if the |ECO| changes the :guilabel:`Bill of " "Materials` or the :guilabel:`Product Only`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:42 msgid ":guilabel:`Product` indicates the product being improved." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:43 msgid "" ":guilabel:`Bill of Materials` specifies the changed |BOM|. It auto-populates" " if the product in :guilabel:`Product` field has an existing |BOM|. If " "multiple |BOMs| exist, select the intended radio options from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:46 msgid "" ":guilabel:`Company` field is used in multi-company databases. Specify if the" " change applies to products in a specific company, or leave blank if the " "change applies to all companies." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:48 msgid "" ":guilabel:`Responsible` represents the assignee in charge of this |ECO|. " "(Optional)" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:49 msgid "" ":guilabel:`Effective` specifies when the |ECO| becomes live. Choosing " ":guilabel:`As soon as possible` means the |ECO| applies to the production " "|BOM| as soon as an authorized user :ref:`applies the changes " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:53 msgid "" "On the other hand, choosing :guilabel:`At Date`, and setting a specific " "date, leaves a date that makes it easier to track the version history of the" " |BOM|, and the specific date |BOMs|, used for production." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:56 msgid "" ":guilabel:`Tags` are assigned to |ECOs| for prioritization and organization." " Create a new tag by typing the name in the field and selecting " ":guilabel:`Create` from the drop-down menu. (Optional)" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:59 msgid "" "After filling out the |ECO| form, click the :guilabel:`Start Revision` " "button to begin implementing the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:62 msgid "By pressing :guilabel:`Start Revision`, three actions occur:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:64 msgid "" "The :guilabel:`Documents` smart button appears, storing relevant files of " "the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:65 msgid "" "A copy of the production |BOM| is stored in the newly-appeared " ":guilabel:`Revision` smart button of the |ECO|. The next available version " "number (e.g., `V2`, `V3`, ...) is also assigned to keep track of all |BOM| " "versions." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:68 msgid "" "The stages of the |ECO| :guilabel:`Type` are displayed in the top-right " "corner of the |ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:71 msgid "" "The :guilabel:`Revision` smart button is available **only** when the " ":guilabel:`Bill of Materials` radio button is selected in the " ":guilabel:`Apply on` field, and the :guilabel:`Start Revision` button has " "been pressed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst-1 msgid "" "ECO with overview of stages in the top-right corner, and *Revision* smart " "button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:80 msgid "Change components" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:82 msgid "" "To modify the components in a |BOM|, click the :guilabel:`Revision` smart " "button on an |ECO| to access the new version of the |BOM|. Odoo " "distinguishes the non-production version of the |BOM| from the current " "version, by flagging the test |BOM| with a large :guilabel:`Archived` tag." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:87 msgid "" "After clicking the :guilabel:`Start Revision` button for an |ECO| for the " "product, `[D_0045 Stool]`, make changes to the product's |BOM| by clicking " "the :guilabel:`Revision` smart button. Doing so opens the archived |BOM|, " "marked with a large red :guilabel:`Archived` flag." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "Show the archived Bill of Materials." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:95 msgid "" "On the new |BOM|, in the :guilabel:`Components` tab, proceed to modify the " "components list, by changing the :guilabel:`Quantity` of existing " "components, adding new components using the :guilabel:`Add a line` button, " "and removing components with the :guilabel:`🗑️ (trash)` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:102 msgid "" "In version two of the |BOM| for a keyboard, the component quantities are " "reduced, and an additional component, `Stabilizers`, is added." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "" "Make changes to components by going to the new BoM with the *Revision* smart" " button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:110 #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:153 msgid "Compare changes" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:112 msgid "" "Once the changes are complete, navigate back to the |ECO|, by clicking " "`ECO00X` in the breadcrumbs located in the top-left corner. On the |ECO| " "form, a new :guilabel:`BoM Changes` tab displays the differences between the" " current |BOM| and the new version." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:116 msgid "" "Blue text indicates new components added to the revised |BOM| that are not " "in the production |BOM|. Black text represents updates shared by both " "|BOMs|, while red text indicates components removed in the revised |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:120 msgid "" "Changes and tests are encapsulated in the revised |BOM|, and do **not** " "affect the |BOM| currently used in production. That is, until the " ":ref:`changes are applied `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:124 msgid "" "View the summary of the differences between the current and revised keyboard" " |BOMs| in the :guilabel:`BoM Changes` tab of the |ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "View summary of component changes in the *BoM Changes* tab." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:132 msgid "Change operations" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:134 msgid "" "To modify the operations in a |BOM|, click the :guilabel:`Revision` smart " "button on an |ECO| to access the archived, new version of the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:137 msgid "" "In the new |BOM| version, switch to the :guilabel:`Operations` tab to view " "and edit |BOM| operations. To make changes, select each operation, which " "opens the corresponding :guilabel:`Open: Operations` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:142 msgid "" "The :guilabel:`Operations` tab is *not* available by default. To enable it, " "navigate to :menuselection:`Manufacturing app --> Configuration --> " "Settings`, and check the :guilabel:`Work Orders` box." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:146 msgid "" "Make changes to any of the fields in the :guilabel:`Open: Operations` pop-up" " window, then click :guilabel:`Save` once completed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:149 msgid "" "Create new operations by clicking the :guilabel:`Add a line` button, and " "remove new operations by clicking the :guilabel:`Archive Operation` button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:155 msgid "" "Once the changes are complete, navigate back to the |ECO|, by clicking " "`ECO00X` in the breadcrumbs located in the top-left corner." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:158 msgid "" "On the |ECO| form, a new :guilabel:`Operation Changes` tab displays the " "differences between the current production |BOM| and the new version." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:161 msgid "" "Blue text indicates new operations added to the revised |BOM| that do not " "yet exist in the production |BOM|. Black text represents updates shared by " "both |BOMs|, while red text indicates operations removed in the revised " "|BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:165 msgid "" "Modifications to the |BOM| in an |ECO| will **not** affect the |BOM| used in" " production. That is, until the :ref:`changes are applied `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:168 msgid "" "In the :guilabel:`Operation Changes` tab, each row of details, beneath the " "columns in the table, reflect the following information:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:171 msgid ":guilabel:`Operation`: Name of the operation that was modified." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:172 msgid "" ":guilabel:`Step`: specifies the quality control point, visible when the " "operation includes detailed instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:176 msgid "" "To check for instructions, click the operation line item in the " ":guilabel:`Operations` tab of a |BOM|. Then, in the :guilabel:`Open: " "Operations` pop-up window, look for the :guilabel:`Instructions` smart " "button displayed at the top." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:181 msgid "" "The `Assembly` :guilabel:`Operation` includes `10` detailed " ":guilabel:`Instructions` to complete it." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "" "Show *Instructions* smart button to check whether an operation has additional\n" "instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:189 msgid "" ":guilabel:`Step Type` details the type of quality control for further " "instructions in the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:191 msgid "" ":guilabel:`Type` corresponds with the colored text to specify how the " "revised |BOM| differs from the production |BOM|. Operation change types can " "be :guilabel:`Add`, :guilabel:`Remove`, or :guilabel:`Update`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:194 msgid "" ":guilabel:`Work Center` specifies the work center at which the operation is " "performed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:195 msgid "" ":guilabel:`Manual Duration Change` refers to the change in the " ":guilabel:`Default Duration` field in the :guilabel:`Open: Operations` pop-" "up window, which specifies the expected time for completing the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:200 msgid "" "The :guilabel:`Operation Changes` tab compares the production |BOM| with the" " revised |BOM| in the |ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:203 msgid "" "In the revised |BOM|, a new `Assembly` :guilabel:`Operation` at the " ":guilabel:`Work Center` `Assembly Line 1` is added. In addition, the " "expected duration of the operation is `20.00` minutes, as specified by the " ":guilabel:`Manual Duration Change`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:207 msgid "" "To supplement the `Assembly` operation, two quality control point " "instructions are added:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:209 msgid "" "The first is the :guilabel:`Step` `QCP00039`, a :guilabel:`Step Type` to " ":guilabel:`Register Production` of components." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:211 msgid "" "The second :guilabel:`Step` is `QCP00034`, an `Instructions` :guilabel:`Step" " Type` that provides additional assembly details." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "Show *Operation Changes* tab in an |ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:221 msgid "Apply changes" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:223 msgid "" "After verifying the changes, move the |ECO| to a :ref:`verification stage " "`, which are stages that require approval before the " "revised changes can be applied to the production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:227 msgid "" "Once the approvers accept the changes, the :guilabel:`Apply Changes` button " "becomes available. Click this button, and the |ECO| is automatically moved " "to a closing stage. The changes are applied, which archives the original " "production |BOM|, and the revised |BOM| becomes the new production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:232 msgid "Verify changes" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:234 msgid "" "To ensure the changes are live, from the |ECO| where the :guilabel:`Apply " "Changes` button was just pressed, return to the revised |BOM| by clicking " "the :guilabel:`Revision` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:237 msgid "" "On the revised |BOM|, the large red :guilabel:`Archived` flag is removed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:239 msgid "" "To further verify the changes, check the production |BOM| by going to " ":menuselection:`Manufacturing app --> Products --> Products` and select the " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:242 msgid "" "Then, on the product form, click the :guilabel:`Bill of Materials` smart " "button, and select the |BOM| from the list. In the :guilabel:`Miscellaneous`" " tab of the |BOM|, the :guilabel:`Version` field is updated to match the " "version number shown on the :guilabel:`Revision` smart button of the latest " "|ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:248 msgid "" "After applying the changes of the |ECO| for the :ref:`keyboard " "`, view the version of the current keyboard |BOM| " "in the :guilabel:`Miscellaneous` tab. Here, the :guilabel:`Version` number " "has been updated to `2`, matching the `V2` that appears in the " ":guilabel:`Revision` smart button of the |ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "View current *BOM* version in the Miscellaneous tab." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:260 msgid "Create ECO from tablet view" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:262 msgid "" "Operators can directly suggest clearer operation instructions, while " "performing manufacturing orders (MOs) in the *Manufacturing* app." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:265 msgid "" "To create |ECOs| in this manner, begin by navigating to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`. " "Then, select the desired :abbr:`MO (Manufacturing Order)` and switch to the " ":guilabel:`Work Orders` tab. Then, click the :guilabel:`📱 (mobile phone)` " "icon for the desired work order to open the *tablet view* of the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:271 msgid "" "The :guilabel:`📱 (mobile phone)` icon is **only** available for :abbr:`MOs " "(Manufacturing Orders)` with a :guilabel:`Confirmed` or :guilabel:`In " "Progress` status." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst-1 msgid "Find the tablet icon for each operation, second from the far right." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:278 msgid "" "Next, add an instructional step, by clicking the :guilabel:`☰ (three " "horizontal lines)` icon in the tablet view of an operation. Doing so opens " "the :guilabel:`Menu` of action items for a :abbr:`MO (Manufacturing Order)`." " Then, click the :guilabel:`Add a step` button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst-1 msgid "" "Open the *Add a Step* pop-up by clicking the three horizontal lines icon in " "tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:286 msgid "" "Clicking the button reveals an :guilabel:`Add a step` pop-up window, where " "the proposed changes are submitted." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:289 msgid "" "In the :guilabel:`Title` field, enter a short step description. Next, in the" " :guilabel:`Instruction` text field, type the instructions of the step in " "greater detail. Optionally, add an image to the :guilabel:`Document` field. " "Once completed, finish by clicking the :guilabel:`Propose Change` button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:295 msgid "" "To propose an additional check for broken components, enter the details in " "the :guilabel:`Add a Step` pop-up window. Doing so creates an instructional " "quality control point that will be reviewed in the following section." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "" "Fill out the *Add a Step* form to suggest an additional quality control " "point." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:303 msgid "" "Based on the inputs from the :guilabel:`Add a Step` pop-up window, an |ECO| " "is created with the following information:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:306 msgid "" ":guilabel:`Description` is the name of the operation, followed by the " ":abbr:`MO (Manufacturing Order)` number for reference." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:308 msgid "The |ECO| :guilabel:`Type` is automatically assigned to `BOM Changes`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:309 msgid "" ":guilabel:`Product` and :guilabel:`Bill of Materials` fields are " "automatically populated, based on the |BOM| used in the :abbr:`MO " "(Manufacturing Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:311 msgid ":guilabel:`Responsible` is the operator who submitted the feedback." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:314 msgid "View ECO" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:316 msgid "" "To review the proposed changes, navigate to the :menuselection:`PLM app --> " "Overview`. In the `BOM Updates` |ECO| type card, the :guilabel:`X " "Engineering Changes` button represents the amount of operational changes " "created from the tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:320 msgid "" "Click on the :guilabel:`X Engineering Changes` button to open the kanban " "view of the |ECO| type. To view the suggestion, select an |ECO| in the `New`" " stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:323 msgid "" "On the |ECO|, view a summary of the proposed changes in the " ":guilabel:`Operation Changes` tab. Click the :guilabel:`Revision` smart " "button to navigate to the revised |BOM| and look into the proposed changes " "in greater detail." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:328 msgid "" "An operator suggested another check for broken components by adding a step " "from the tablet view, while performing the `Assemble switches` operation for" " the :abbr:`MO (Manufacturing Order)` `WH/MO/00010` for the product, " "`Keyboard`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:332 msgid "" "Then, this created |ECO| can be viewed by navigating to the `BOM Changes` " "ECO type found in :menuselection:`PLM app --> Overview`. By default, |ECOs| " "created from tablet view are set to spawn in the `New` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:336 msgid "" "The :guilabel:`Responsible` field is assigned to the operator who made the " "suggestion, allowing the employee revising the |BOM| to seek further " "clarification from the person who proposed the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "Find the new ECO in the \"BOM Changes\" ECO type, in the *New* stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:344 msgid "" "On the revised |BOM|, switch to the :guilabel:`Operations` tab, and select " "the :guilabel:`☰ (three horizontal lines)` icon. Doing so opens a list of " ":guilabel:`Steps` to perform the operation, with the newest instruction " "titled `New Step Suggestion:`, followed by the user-entered title. Click the" " line item to view the suggested changes." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst-1 msgid "\"Show Instructions\" icon in the *Operations* tab of a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:353 msgid "" "On the :ref:`quality control point ` form, ensure the following form fields are accurately " "filled out to give detailed instructions for operators:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:356 msgid "" ":guilabel:`Title`: rename to give a concise description of the new " "instruction." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:357 msgid "" ":guilabel:`Control per`: using the drop-down menu, determine whether this " "instruction applies broadly for the :guilabel:`Product`, specifically for " "this :guilabel:`Operation` *only*, or a particular :guilabel:`Quantity` of " "the product." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:360 msgid "" ":guilabel:`Type`: categorizes the control point type. From the drop-down " "menu, select :guilabel:`Instructions` to detail an instruction for the " "worker. To receive input from the workers, select the :guilabel:`Take a " "Picture`, :guilabel:`Register Consumed Materials`, :guilabel:`Print Label`, " "or other :ref:`quality check options `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:367 msgid "" ":ref:`Configure quality control points `" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:369 msgid "" "Once the quality control point is configured, return to the " ":guilabel:`Steps` list using the breadcrumbs. Finally, drag the last quality" " control line item to its intended order of instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:373 msgid "" "Drag and reorder the `Check for broken switches` instruction, by clicking " "and dragging its \"6 dots\" icon to move it from the bottom to the second " "position." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:0 msgid "" "Drag and reorder instructions by selecting the \"6 dots\" icon on the far " "left." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:3 msgid "Version control" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:10 msgid "" "Use Odoo's *Product Lifecycle Management (PLM)* to manage previous versions " "of bills of materials (BoMs). Store former assembly instructions, component " "details, and past product design files while keeping the past details out of" " the production |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:14 msgid "" "Easily revert to previous |BOM| versions, when needed. Additionally, use " "*PLM* to trace which |BOM| version was active on specific dates for recalls " "or customer complaints." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:17 msgid "" "Every |BOM| version is stored in an *engineering change order* (ECO) for " "organized testing and improvements without disrupting normal manufacturing " "operations." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:21 msgid ":ref:`Engineering change order `" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:24 msgid "Current BoM version" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:26 msgid "" "To see the current version of the |BOM| used in production, go to " ":menuselection:`PLM app --> Master Data --> Bill of Materials`, and select " "the desired |BOM| from the list. Then, switch to the " ":guilabel:`Miscellaneous` tab, where the currently live :guilabel:`Version` " "of the |BOM| is displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:32 msgid "" "|BOMs| can also be accessed from :menuselection:`Manufacturing app --> " "Products --> Bill of Materials`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst-1 msgid "Show the current version BOM in the Misc tab." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:40 msgid "Version history" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:42 msgid "" "To manage all former, current, and future versions of a |BOM|, begin by " "navigating to :menuselection:`Manufacturing app --> Products --> Bills of " "Materials` and click the desired |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:45 msgid "" "From the |BOM| page, click the :guilabel:`ECO` smart button, and switch to " "list view by selecting the :guilabel:`≣ (four horizontal lines)` icon on the" " top right corner." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:49 msgid "" "The :guilabel:`ECO` smart button is visible on the |BOM| **only** if the " "*PLM* app is installed." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst-1 msgid "Show ECO smart button on a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:55 msgid "" "In the list of |ECOs| for the product, navigate to the search bar at the " "top, and click the :guilabel:`▼ (down arrow)` icon on the right to access a " "drop-down menu of :guilabel:`Filters`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:58 msgid "" "Next, filter by :guilabel:`Done` |ECOs| to view: the revision history of the" " |BOM|, the :guilabel:`Responsible` user who applied the change, and the " ":guilabel:`Effective Date` of the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:62 msgid "" "Click each |ECO| to view the past components, operations, and design files " "associated with the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst-1 msgid "Display ECO revision history for a BoM for a product." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:70 msgid "" "If the :guilabel:`Effective Date` field is empty, the :guilabel:`Effective` " "date of the |ECO| is automatically set to :guilabel:`As soon as possible` " "and no dates are recorded in the revision history of the |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "List of BOM effective dates." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:79 msgid "" "A workaround for checking when the |BOM| went live is by navigating to the " "chatter, and hovering over the time the |ECO| was moved to the :ref:`closing" " stage `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:83 msgid "Design files" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:85 msgid "" "Attach computer-aided design (CAD) files, PDFs, images, or other design " "material to the |BOM| itself." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:88 msgid "" "To do so, navigate to :menuselection:`PLM app --> Master Data --> Bill of " "Materials`, and select the desired |BOM|. On the |BOM|, navigate to the " "*chatter*, and click the :guilabel:`📎 (paperclip)` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:92 msgid "" "The files associated with the |BOM| are displayed in the :guilabel:`Files` " "section. To add more design files, select the :guilabel:`Attach files` " "button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst-1 msgid "Show paperclip icon in the chatter to attach files to a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:100 msgid "Manage design files in an ECO" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:102 msgid "" "Add, modify, and remove files in an |ECO|. Once the |ECO| is approved and " "applied, the new files are automatically linked to the production |BOM|. " "Archived files are removed from the |BOM|, but are still accessible in the " "|ECO|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:106 msgid "" "To manage the design files in the |ECO|, begin by navigating to " ":menuselection:`PLM app --> Changes` and choose the desired |ECO|. Next, " "open the :guilabel:`Attachments` page by clicking the :guilabel:`Documents` " "smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:110 msgid "" "Hover over each attachment to reveal the :guilabel:`︙ (three vertical dots)`" " icon. From there, choose whether to :guilabel:`Edit`, :guilabel:`Remove`, " "or :guilabel:`Download` the file. Any changes made to these files are " "contained within the |ECO|, and will only apply to the production |BOM| once" " the :ref:`changes are applied `." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:116 msgid "" "In the `Create 60% keyboard` |ECO|, the design files are from the original " "`100% keyboard` |BOM|. To replace the keyboard PDF, begin by selecting the " ":guilabel:`Documents` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "Show *Documents* smart button from an active ECO." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:123 msgid "" "On the :guilabel:`Attachments` page, hover over the `100% keyboard " "manual.pdf` design file, and click the :guilabel:`︙ (three vertical dots)` " "icon. Then, click the :guilabel:`Remove` option to archive the file." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:127 msgid "" "Next, on the same :guilabel:`Attachments` page, click the :guilabel:`Upload`" " button to upload the new design file, named `60% keyboard manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "" "View of *Attachments* page from the *Documents* smart button. Displays one archived and\n" "one newly added attachment." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:136 msgid "" "Archived files are **not** permanently deleted — they can still be accessed " "in the previous |ECO|, or as an archived file in the latest |ECO|, where the" " archival occurred." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:140 msgid "Apply rebase" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:142 msgid "" "Odoo simplifies merge conflict resolution for concurrent |ECOs| on the same " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:144 msgid "" "Conflicts can occur when the production |BOM| is updated while other |ECOs| " "are modifying the previous version. Differences between the new and previous" " production |BOMs| are displayed in the :guilabel:`Previous Eco Bom Changes`" " tab, visible only in this scenario." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:148 msgid "" "To resolve conflicts and retain |ECO| changes, click the :guilabel:`Apply " "Rebase` button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:151 msgid "" "Two |ECOs|, `ECO0011` and `ECO0012`, are created when the current |BOM| " "version is `5`. In `ECO0011`, a new component, `Space stabilizer`, is added," " and the changes are applied. This means the current |BOM| version has " "become `6`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "Apply changes to an ECO to update the production BOM." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:159 msgid "" "This means `ECO0012` is modifying an outdated |BOM|. As shown in the " ":guilabel:`Previous Eco Bom Changes` tab, the |BOM| is missing the `Space " "stabilizer`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:162 msgid "" "To ensure the changes applied by `ECO0011` are kept when the changes occur " "in `ECO0012`, click the :guilabel:`Apply Rebase` button to apply the " "previous |ECO| changes, without affecting the changes already made to " "`ECO0012`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/version_control.rst:0 msgid "" "Click the *Apply Rebase* button to update the BOM to match the production " "BOM." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management.rst:3 msgid "Project management" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:3 msgid "Approvals" msgstr "Akceptacje" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:10 msgid "" "Notify stakeholders and managers automatically by assigning approvers to " "stages of :ref:`engineering change orders ` (ECOs) under review. " "Changes can only be applied after the assigned approver accepts them. " "Approvals ensure reviews by team members, which prevents mistakes and " "premature actions." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:16 msgid ":ref:`Stage configuration `" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:19 msgid "Add approver" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:21 msgid "" "To add an approver, first go to the :menuselection:`PLM app`, and click on " "the project card of an ECO type to open the Gantt view of the |ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:24 msgid "" "On the :guilabel:`Engineering Change Orders` page, hover over the intended " "stage, and select the :guilabel:`⚙️ (gear)` icon. Then, click " ":guilabel:`Edit` to open a pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:28 msgid "" "Approvers can be added to any stage, but it's strongly recommended to assign" " them to the *verification* stage, which comes before the *closing* stage, " "where |ECOs| are applied, and the :abbr:`BoM (Bill of Materials)` version is" " updated." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:32 msgid "" "See the documentation about :ref:`stage types ` for " "more information." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:36 msgid "" "In the :guilabel:`Edit` stage pop-up window, click the :guilabel:`Add a " "line` button, located under :guilabel:`Approvals`. Then, type in the " "approver's position (or title) under :guilabel:`Role` (e.g. `Engineering " "Manager`, `Quality Team`, etc.), and select the relevant :guilabel:`User` " "from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:41 msgid "" "Next, set the :guilabel:`Approval Type` to :guilabel:`Is required to " "approve`, :guilabel:`Approves, but the approval is optional`, or " ":guilabel:`Comments only`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:45 msgid "" "Assign the `CTO`, \"Mitchell Admin,\" as a required approver for |ECOs| in " "the `Validated` stage in the `New Product Introduction` ECO type." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:48 msgid "" "Approvals from the quality and marketing teams are **not** required to apply" " changes to the |ECO| because their :guilabel:`Approval Type` is set to " ":guilabel:`Approves, but the approval is optional` and :guilabel:`Comments " "only`, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:0 msgid "" "Set an approver that \"Is required to approve\" ECOs in the \"Validated\" " "stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:57 msgid "Manage approvals" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:59 msgid "" "Approvers can easily track their to-do approvals by navigating to the " ":menuselection:`PLM app`, and looking at the card for an ECO type, which " "shows the count of open tasks assigned to them." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:62 msgid "Here's what each button on an ECO project card does:" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:64 msgid "" "The :guilabel:`# Engineering Changes` button displays a count of in-progress" " |ECOs| of this ECO type. Clicking the button opens the Gantt view of the " ":guilabel:`Engineering Change Orders` page." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:66 msgid "" ":guilabel:`My Validations` displays a count of |ECOs| the approver must " "accept or reject. Clicking on this button displays |ECOs| pending approval " "or rejected (marked with the red :guilabel:`Blocked` state)." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:69 msgid "" "The :guilabel:`All Validations` button shows the count of |ECOs| awaiting " "approval or rejected by any approver. Clicking it reveals these pending " "|ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:71 msgid "" ":guilabel:`To Apply` displays a count of |ECOs| to which the user needs to " "apply changes. Clicking on the button displays all the |ECOs| to approve, " "and apply changes to, in the verification stage." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:75 msgid "" "|ECOs| marked with the green :guilabel:`Done` stage have already been " "approved, and the user just needs to click on the |ECO| to enter the form " "view, and click the :guilabel:`Apply Changes` button." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst-1 msgid "" "Display count of validations to-do and buttons to open filtered list of " "ECOs." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:84 msgid "Approve ECOs" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:86 msgid "" "Navigate to an |ECO| in a verification stage, while logged in as the " "assigned approver, to see the :guilabel:`Approve`, :guilabel:`Reject`, and " ":guilabel:`Apply Changes` buttons." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:89 msgid "" "To approve the |ECO|, and apply the changes onto the production :abbr:`BoM " "(Bill of Materials)`, click :guilabel:`Approve`, and then :guilabel:`Apply " "Changes`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:92 msgid "" "Note that the :guilabel:`Apply Changes` button will **not** work unless the " ":guilabel:`Approve` button was clicked first. Additionally, the chatter logs" " the history of the clicked buttons." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:96 msgid "" "When the :guilabel:`Approval Type` is **not** set to :guilabel:`Is required " "to approve`, approval from the associated user is not needed before applying" " changes with the :guilabel:`Apply Changes` button. Thus, the " ":guilabel:`Apply Changes` button **will work** without requiring the " ":guilabel:`Approve` button to be clicked first." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:102 msgid "Automated activities" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:104 msgid "" "When an |ECO| is moved to a verification stage, a planned activity is " "automatically created for assigned approvers to review the |ECO|. Approvers " "receive a notification in their activities inbox, accessible through the " ":guilabel:`🕘 (clock)` icon at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:108 msgid "" "In the to-do task list, the :guilabel:`Engineering Change Order (ECO)` " "notification displays the number of activities marked :guilabel:`Late`, " ":guilabel:`Today`, and :guilabel:`Future`. Clicking on each of these buttons" " shows a filtered Gantt view of the respective |ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:113 msgid "" "Scheduled activities are shown as a number on the :guilabel:`🕘 (clock)` " "icon, with `5` |ECOs| pending approval :guilabel:`Today`. Currently, there " "are `0` :guilabel:`Late` or :guilabel:`Future` |ECOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:0 msgid "Show scheduled approvals notifications for the user." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:121 msgid "" "By clicking a pending |ECO|, a *planned activity* for :guilabel:`ECO " "Approval` is recorded in the chatter. Click on the :guilabel:`i (Info)` icon" " to view additional information, including the approval's " ":guilabel:`Created` date, the approver :guilabel:`Assigned to` it, and the " "due date." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst-1 msgid "Show additional details of the planned ECO approval." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:130 msgid "Follow-up activities" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:132 msgid "" "When |ECOs| are rejected, tasks need to be assigned to project members for " "required modifications before |ECO| approval. To create tasks with " "deadlines, navigate to the rejected |ECO| form, and go to the chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:136 msgid "" "Select the :guilabel:`Mark Done` button in the :guilabel:`Planned " "Activities` section of the chatter to close the activity, and open a pop-up " "window for creating tasks." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst-1 msgid "" "Show *Mark Done* window to show *Done & Schedule Next*, *Done*, and *Discard* buttons to\n" "close the planned activity." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:144 msgid "" "In the :guilabel:`Mark Done` window, click :guilabel:`Done & Schedule Next` " "to open a new :guilabel:`Schedule an Activity` window. Next, set the " ":guilabel:`Assigned to` team member and the :guilabel:`Due Date` for " "completing the changes. Provide task details in the :guilabel:`Summary` " "field and the text box. Click the :guilabel:`Schedule` button to close the " "window." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:149 msgid "" "After closing the window, on the |ECO| form, move the |ECO| back one stage. " "Doing so ensures that when the team member completes the changes, and " "returns the |ECO| to the verification stage, a new :guilabel:`ECO Approval` " "task is created for the approver." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:154 msgid "" "The approver creates an activity for the :guilabel:`Responsible` of the " "|ECO|, `Laurie Poiret`, that details the changes required for the approver " "to :guilabel:`Accept` the |ECO|. Clicking the :guilabel:`Schedule` button " "creates a planned activity for Laurie due on `08/15/2023`." msgstr "" #: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:0 msgid "Create a scheduled activity for follow-up changes to a rejected ECO." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase.rst:8 msgid "Purchase" msgstr "Zakup" #: ../../content/applications/inventory_and_mrp/purchase.rst:10 msgid "" "**Odoo Purchase** helps keep track of purchase agreements, quotations, and " "purchase orders. Learn how to monitor purchase tender, automate " "replenishment, and follow up on your orders." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase.rst:14 msgid "`Odoo Tutorials: Purchase `_" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced.rst:5 msgid "Advanced" msgstr "Zaawansowane" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:3 msgid "Analyze the performance of your purchases" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:5 msgid "" "If your company regularly purchases products, you have several reasons to " "track and analyze your performance. The insights gathered can help you to " "better forecast and plan your future orders. For example, you can assess if " "your business is dependent on particular vendors, and the data can help you " "negotiate discounts on prices." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:11 msgid "Generate customized reports" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:13 msgid "" "Go to *Reporting* to access the purchase analysis. Simply by accessing the " "reporting dashboard, you can get a quick overview of your actual " "performance. By default, the reporting dashboard displays a line chart " "presenting the untaxed amount of your purchase orders per day, and below it," " key metrics and a pivot table." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Reporting dashboard in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:22 msgid "" "While the data initially presented is useful, there are several tools and " "features you can use to get even more insights on your purchases." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:26 msgid "Use filters to select the data you need" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:28 msgid "" "Odoo offers several default filters you can use and combine by clicking on " "*Filters*. When you select one or several filters, Odoo looks for all the " "orders that match at least one of the filters you have chosen and populates " "the chart, key metrics, and pivot table with the data. The pre-configured " "filters are:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:33 msgid "All *Requests for Quotation*" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:35 msgid "All *Purchase Orders*, except canceled ones" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:37 msgid "" "*Confirmation Date Last Year* includes all orders that were confirmed the " "previous year, canceled purchase orders included" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:40 msgid "" "*Order Date* includes all orders - request for quotations and purchases " "orders (canceled ones included) - depending on their date of creation" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:43 msgid "" "*Confirmation Date* includes all confirmed orders, canceled ones included, " "depending on their date of confirmation" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:47 msgid "" "When you have to select a period, you can use multiple years, and, with at " "least one year selected, multiple quarters and the three most recent months." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:51 msgid "" "If you use the *Order Date* or *Confirmation Date* filters, the *Comparison*" " feature appears next to *Filters*. It enables you to compare the period you" " filtered with the previous one." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Reporting filters in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:59 msgid "Add custom filters" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:61 msgid "" "Thanks to the 31 filtering options to choose from, the possibilities of your" " customizing your dataset are almost limitless. Go to " ":menuselection:`Filters --> Add Custom Filter`, specify the condition the " "filtering option should meet (e.g. *is equal to*, *contains*, etc.), and " "click on *Apply*. If you want to select orders matching several conditions " "simultaneously (*and* operator), repeat the process to add another custom " "filter. If you want to use the *or* operator, don't click on *Apply*, and " "click on *Add a condition* instead. Once you have added all the desired " "filtering options, click on *Apply*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Custom reporting filter in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:74 msgid "" "To avoid having to recreate custom filters every time, save them by clicking" " on :menuselection:`Favorites --> Save current search --> Save`. The " "customized search filter can then be accessed by clicking on *Favorites* or " "can even be set as the default filter when you open the reporting dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:80 msgid "Measure exactly what you need" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:82 msgid "" "Before selecting what you want to measure, you need to decide whether you " "prefer using the graph view or the pivot view. By default, the dashboard " "presents both views. However, the measures you select won't be applied to " "both views. You can access each view separately by clicking on the icons at " "the top right of the dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Switch reporting view in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:92 msgid "Visualize your data" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:94 msgid "" "You can transform the main graph in just a click by selecting one of the " "three charts: bar, line or pie. Fourteen different measures are available, " "but you can only use one at a time. However, you can group the measure using" " one or several of the 19 *Groups*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Reporting graph view in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:102 msgid "" "For bar and line charts, the selected measure is your y-axis, and the first " "group you select is used to create the x-axis. Adding more group adds " "additional lines (line chart) or transforms your bar chart into a stacked " "bar chart. For pie charts, the more groups you select, the more slices are " "displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:108 msgid "Explore your data" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:110 msgid "" "The pivot table view enables you to explore your data in great detail. " "Unlike the graph view, the pivot table enables you to add several measures " "at the same time. By clicking on *Measures* or on the **+** sign in the " "*Total* column, you can add as many as you want, each assigned to a new " "column. By clicking on the **+** sign in the *Total* row, you can add " "*Groups*. If you click on a group's **+** sign, you can add a sub-group, and" " so on." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst-1 msgid "Pivot table view in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:121 msgid "" "You can insert your pivot table's data directly in the Spreadsheet app or " "export it as an Excel file." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals.rst:5 msgid "Manage deals" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:3 msgid "Use blanket orders to create purchase agreements with vendors" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:5 msgid "" "Blanket orders are long-term purchase agreements between a company and a " "vendor to deliver products on a recurring basis with predetermined pricing. " "Using blanket orders are useful when products are always purchased from the " "same vendor, but in different quantities at different times." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:9 msgid "" "By simplifying the ordering process, blanket orders not only save time, they" " also save money, since they can be advantageous when negotiating bulk " "pricing with vendors." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:13 msgid ":doc:`calls_for_tenders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:16 msgid "Create a new blanket order" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:18 msgid "" "To create blanket orders, the *Purchase Agreements* feature first needs to " "be enabled in the settings of the *Purchase* app. To do this, go to " ":menuselection:`Purchase --> Configuration --> Settings`, and under the " ":guilabel:`Orders` section, click the checkbox next to :guilabel:`Purchase " "Agreements`. Doing so will enable the ability to create blanket orders, as " "well as alternative requests for quotation (RFQs)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "Purchase Agreements enabled in the Purshase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:28 msgid "" "To create a blanket order, go to :menuselection:`Purchase --> Orders --> " "blanket orders`, and click :guilabel:`New`. This creates (and navigates to) " "a new blanket order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:31 msgid "" "From this new blanket order form, different fields and settings can be " "configured, so there are pre-determined rules that the recurring long-term " "agreement must follow:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:34 msgid "" ":guilabel:`Purchase Representative`: is the user assigned to this specific " "blanket order. By default, this is the user who created the agreement; the " "user can be changed directly from the drop-down menu next to this field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:37 msgid "" ":guilabel:`Agreement Type`: is the type of purchase agreement this blanket " "order is classified as. In Odoo, blanket orders are the only official " "purchase agreement." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:39 msgid "" ":guilabel:`Vendor`: is the supplier to whom this agreement is tied, either " "once or on a recurring basis. The vendor can be selected directly from the " "drop-down menu next to this field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:41 msgid "" ":guilabel:`Currency`: is the agreed-upon currency that will be used for this" " exchange. If multiple currencies have been activated in the database, the " "currency can be changed from the drop-down menu next to this field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:44 msgid "" ":guilabel:`Agreement Deadline`: is the date that this purchase agreement " "will be set to expire on (if desired). If this blanket order should not " "expire, leave this field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:46 msgid "" ":guilabel:`Ordering Date`: is the date that this blanket order should be " "placed on if a new quotation is created directly from the blanket order " "form. If a new quotation is created, this value will automatically populate " "the *Order Deadline* field on the :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:50 msgid "" ":guilabel:`Delivery Date`: is the expected delivery date that the products " "included in an :abbr:`RFQ (Request for Quotation)` created directly from the" " blanket order form will be expected to arrive. If a new quotation is " "created, this value will automatically populate the *Expected Arrival* field" " on the :abbr:`RFQ (Request for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:54 msgid "" ":guilabel:`Source Document`: is the source purchase order (PO) that this " "blanket order will be tied to. If this blanket order should not be tied to " "any existing :abbr:`POs (Purchase Orders)`, leave this field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:57 msgid "" ":guilabel:`Company`: is the company assigned to this specific blanket order." " By default, this is the company that the user creating the blanket order is" " listed under. If the database is not a multi-company database, this field " "can not be changed, and will default to the only company listed in the " "database." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "New blanket order purchase agreement with added products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:66 msgid "" "Once all relevant fields have been filled out, click :guilabel:`Add a line` " "to add products under the :guilabel:`Product` column. Then, change the " "quantity of each product in the :guilabel:`Quantity` column (if desired), " "and set a price in the :guilabel:`Unit Price` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:71 msgid "" "When adding products to a new blanket order, the pre-existing prices of " "products will not be added automatically to the product lines. The prices " "must be manually assigned by changing the value in the :guilabel:`Unit " "Price` column to an agreed-upon price with the listed vendor. Otherwise, the" " price will remain **0**." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:76 msgid "" "To view and change the default purchase agreement settings for blanket " "orders directly from the blanket order form, click the :guilabel:`internal " "link (arrow icon)` next to the :guilabel:`Agreement Type` field where " ":guilabel:`Blanket Order` is listed. This navigates to the blanket order " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:81 msgid "" "From here, the settings for blanket orders can be edited. Under the " ":guilabel:`Agreement Type` section, the name of the :guilabel:`Agreement " "Type` can be changed (if desired), and the :guilabel:`Agreement Selection " "Type` can be changed, as well. There are two options that can be activated " "for the type of selection:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:86 msgid "" ":guilabel:`Select only one RFQ (exclusive)`: when a purchase order is " "confirmed, the remaining purchase orders will be canceled." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:88 msgid "" ":guilabel:`Select multiple RFQ (non-exclusive)`: when a purchase order is " "confirmed, remaining purchase orders will ***not** be canceled. Instead, " "multiple purchase orders are allowed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:91 msgid "" "Under the :guilabel:`Data For New Quotations` section, the settings for how " "product lines and quantities will be populated on new quotations using this " "purchase agreeement can be changed next to the :guilabel:`Lines` and " ":guilabel:`Quantities` fields." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "Purchase Agreement type edit screen for blanket orders." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:99 msgid "There are two options that can be activated for :guilabel:`Lines`:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:101 msgid "" ":guilabel:`Use lines of agreement`: when creating a new quotation, the " "product lines will pre-populate with the same products listed on the blanket" " order, if said blanket order is chosen on the new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:104 msgid "" ":guilabel:`Do not create RfQ lines automatically`: when creating a new " "quotation and selecting an existing blanket order, the settings will carry " "over to the new quotation, but the product lines will not populate." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:108 msgid "" "And, there are two options that can be activated for :guilabel:`Quantities`:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:110 msgid "" ":guilabel:`Use quantities of agreement`: when creating a new quotation, the " "product quantities listed on the blanket order will pre-populate on the " "product lines, if said blanket order is chosen on the new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:113 msgid "" ":guilabel:`Set quantities manually`: when creating a new quotation and " "selecting an existing blanket order, the product lines will pre-populate, " "but all quantities will be set to **0**. The quantities will need to be " "manually set by the user." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:117 msgid "" "Once the desired changes have been made (if any), click :guilabel:`New` (via" " the breadcrumbs, at the top of the page) to navigate back to the blanket " "order form, and click :guilabel:`Confirm` to save this new purchase " "agreement. Once confirmed, the blanket order changes from *Draft* to " "*Ongoing*, meaning this agreement can be selected and used when creating new" " :abbr:`RFQs (Requests for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:124 msgid "" "After creating and confirming a blanket order, products, quantities, and " "prices can still be edited, added, and removed from the purchase agreement." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:128 msgid "" "Create a new :abbr:`RFQ (Request for Quotation)` from the blanket order" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:130 msgid "" "After confirming a blanket order, new quotations can be created directly " "from the blanket order form that will use the rules set on the form and pre-" "populate the new quotation with the correct information. Additionally, this " "new quotation will be automatically linked to this blanket order form via " "the :guilabel:`RFQs/Orders` smart button at the top right of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:135 msgid "" "To create a new quotation from the blanket order form, click :guilabel:`New " "Quotation`. This creates (and navigates to) a new :abbr:`RFQ (Request for " "Quotation)`, that is pre-populated with the correct information, depending " "on the settings configured on the blanket order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:139 msgid "" "From the new :abbr:`RFQ (Request for Quotation)` form, click :guilabel:`Send" " by Email` to compose and send an email to the listed vendor; click " ":guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once" " ready, click :guilabel:`Confirm Order` to confirm the purchase order (PO)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "New quotation with copied products and rules from blanket order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:147 msgid "" "Once the :abbr:`PO (Purchase Order)` has been confirmed, click back to the " "blanket order form (via the breadcrumbs, at the top of the page). From the " "blanket order form, there is now one :abbr:`RFQ (Request for Quotation)` " "listed in the :guilabel:`RFQs/Orders` smart button at the top right of the " "form. Click the :guilabel:`RFQs/Orders` smart button to see the purchase " "order that was just created." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "RFQs and Orders smart button from blanket order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:157 msgid "Create a new blanket order from an :abbr:`RFQ (Request for Quotation)`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:159 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:49 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:148 msgid "" "To create a new :abbr:`RFQ (Request for Quotation)`, navigate to the " ":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:162 msgid "" "Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a" " vendor from the drop-down menu next to the :guilabel:`Vendor` field, and " "click :guilabel:`Add a product` to select a product from the drop-down menu " "in the :guilabel:`Product` column. Then, set the desired purchase quantity " "in the :guilabel:`Quantity` column, and change the purchase price in the " ":guilabel:`Unit Price` column, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:168 msgid "" "Clicking the :guilabel:`additional options (two-dots)` icon provides " "additional visibility options to add to the line item. Repeat these steps to" " add as many additional options as desired, including the :guilabel:`UoM` " "(Units of Measure) to purchase the products in, and the :guilabel:`Expected " "Arrival` date." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:173 msgid "" "Before confirming the new quotation and creating a purchase order, click the" " drop-down menu next to the :guilabel:`Blanket Order` field, and type a new " "name for the new blanket order. This creates a brand new purchase agreement," " and saves the information entered in the fields of the purchase order form," " as well as the product information entered on the product lines." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:178 msgid "" "From the new :abbr:`RFQ (Request for Quotation)` form, click :guilabel:`Send" " by Email` to compose and send an email to the listed vendor; click " ":guilabel:`Print RFQ` to generate a printable PDF of the quotation; or, once" " ready, click :guilabel:`Confirm Order` to confirm the :abbr:`PO (purchase " "order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "New blanket order created directly from quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:188 msgid "" "To see the newly-created blanket order purchase agreement, go to " ":menuselection:`Orders --> Blanket Orders`, and click into the new blanket " "order. From here, settings and rules can be changed, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:193 msgid "Blanket orders and replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:195 msgid "" "Once a blanket order is confirmed, a new vendor line is added under the " ":guilabel:`Purchase` tab of of the products included in the :abbr:`BO " "(Blanket Order)`. This makes blanket orders useful with :doc:`automated " "replenishment <../../purchase/products/reordering>`, because information " "about the :guilabel:`Vendor`, :guilabel:`Price`, and the " ":guilabel:`Agreement` are referenced on the vendor line. This information is" " used to determine where, when, and for what price this product could be " "replenished." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 msgid "Product form with replenishment agreement linked to blanket order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:3 msgid "Create alternative requests for quotation for multiple vendors" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:5 msgid "" "Sometimes, companies might want to request offers from multiple vendors at " "the same time, by inviting those vendors to submit offers for similar goods " "or services all at once. This helps companies to select the cheapest (and " "fastest) vendors, depending on their specific business needs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:9 msgid "" "In Odoo, this can be done by adding alternative requests for quotation " "(RFQs) for different vendors. Once a response is received from each vendor, " "the product lines from each :abbr:`RFQ (Request for Quotation)` can be " "compared, and a decision can be made for which products to purchase from " "which vendors." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:14 msgid "" "Sometimes referred to as a *call for tender*, this process is primarily used" " by organizations in the public sector, who are legally bound to use it when" " making a purchase. However, private companies can also use alternative " ":abbr:`RFQs (Requests for Quotation)` to spend money efficiently, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:20 msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:23 msgid "Configure purchase agreement settings" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:25 msgid "" "To create alternative :abbr:`RFQs (Requests for Quotation)` directly from a " "quotation, the *Purchase Agreements* feature first needs to be enabled in " "the settings of the *Purchase* app. To do this, go to " ":menuselection:`Purchase --> Configuration --> Settings`, and under the " ":guilabel:`Orders` section, click the checkbox next to :guilabel:`Purchase " "Agreements`. Doing so will enable the ability to create alternative " ":abbr:`RFQs (Requests for Quotation)`, as well as the ability to create " "*blanket orders*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Purchase Agreements enabled in the Purchase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:37 msgid "" "To save time on a *call for tender*, custom vendors, prices, and delivery " "lead times can be set in the :guilabel:`Purchase` tab on a product form. To " "do so, navigate to :menuselection:`Purchase --> Products --> Products`, and " "select a product to edit. From the product form, click the " ":guilabel:`Purchase tab`, then click :guilabel:`Add a line`. From the drop-" "down menu, choose a vendor to set under the :guilabel:`Vendor` column, and " "set a :guilabel:`Price` and :guilabel:`Delivery Lead Time` if desired. " "Clicking the :guilabel:`additional options (two-dots)` icon provides " "additional visibility options to add to the line item." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:47 msgid "Create an :abbr:`RFQ (Request for Quotation)`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:52 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:151 msgid "" "Then, add information to the :abbr:`RFQ (Request for Quotation)` form: add a" " vendor from the drop-down next to the :guilabel:`Vendor` field, and click " ":guilabel:`Add a product` to select a product from the drop-down menu in the" " :guilabel:`Product` column. Then, set the desired purchase quantity in the " ":guilabel:`Quantity` column, and change the purchase price in the " ":guilabel:`Unit Price` column, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:58 msgid "" "Clicking the :guilabel:`additional options (two-dots)` icon provides " "additional visibility options to add to the line item. Repeat these steps to" " add as many options as desired, including the :guilabel:`UoM` (Units of " "Measure) to purchase the products in, and the :guilabel:`Expected Arrival` " "date." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:63 msgid "" "Once ready, click :guilabel:`Send by Email`. This causes a " ":guilabel:`Compose Email` pop-up window to appear, wherein the message to " "the vendor can be customized. Once ready, click :guilabel:`Send`. This turns" " the :abbr:`RFQ (Request for Quotation)` into a purchase order (PO), and " "sends an email to the vendor listed on the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Compose and send quotation email pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:73 msgid "" "Sending emails to each vendor can be useful when creating alternative " ":abbr:`RFQs (Requests for Quotation)`, because vendors can confirm if their " "past prices still hold today, which can help companies choose the best " "offers for them." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:78 msgid "Create alternatives to an :abbr:`RFQ (Request for Quotation)`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:80 msgid "" "Once a :abbr:`PO (Purchase Order)` is created and sent by email to a vendor," " alternative :abbr:`RFQs (Requests for Quotation)` can be created and sent " "to additional, alternate vendors to compare prices, delivery times, and " "other factors to make a decision from which vendors to order which products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:85 msgid "" "To create alternative :abbr:`RFQs (Requests for Quotation)`, click the " ":guilabel:`Alternatives` tab from the purchase order form, then click " ":guilabel:`Create Alternative`. When clicked, a :guilabel:`Create " "alternative` pop-up window appears." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Calls for tenders pop-up to create alternative quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:93 msgid "" "From this window, select a new/different vendor from the drop-down menu next" " to the :guilabel:`Vendor` field to assign this alternative quotation to." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:96 msgid "" "Next to this, there is a :guilabel:`Copy Products` checkbox that is selected" " by default. When selected, the product quantities of the original :abbr:`PO" " (Purchase Order)` are copied to the alternative. For this first alternative" " quotation, leave the checkbox checked. Once finished, click " ":guilabel:`Create Alternative`. This creates (and navigates to) a new " ":abbr:`PO (Purchase Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:101 msgid "" "Since the :guilabel:`Create Alternative` checkbox was left checked, this new" " purchase order form is already populated with the same products, " "quantities, and other details as the previous, original :abbr:`PO (Purchase " "Order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:106 msgid "" "When the :guilabel:`Copy Products` checkbox is selected while creating an " "alternative quotation, additional products do not need to be added on the " "purchase order form unless desired. However, if a chosen vendor is listed in" " the :guilabel:`Vendor` column under the :guilabel:`Purchase` tab on a " "product form included in the purchase order, the values set on the product " "form carry over to the :abbr:`PO (Purchase Order)`, and have to be changed " "manually, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:112 msgid "" "Once ready, create a second alternative quotation by clicking the " ":guilabel:`Alternatives` tab, and once again, click :guilabel:`Create " "Alternative`. This causes the :guilabel:`Create alternative` pop-up window " "to appear again. This time, choose a different vendor from the drop-down " "menu next to :guilabel:`Vendor`, and this time, *uncheck* the " ":guilabel:`Copy Products` checkbox. Then, click :guilabel:`Create " "Alternative`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:119 msgid "" "If an alternative quotation needs to be removed from the " ":guilabel:`Alternatives` tab, they can be individually removed by clicking " "on the :guilabel:`Remove (X)` icon at the end of their row." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:122 msgid "" "This creates a third, new purchase order. But, since the product quantities " "of the original :abbr:`PO (Purchase Order)` were *not* copied over, the " "product lines are empty, and new products need to be added by clicking " ":guilabel:`Add a product`, and selecting the desired products from the drop-" "down menu. Once the desired number of products are added, click " ":guilabel:`Send by Email`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Blank alternative quotation with alternatives in breadcrumbs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:131 msgid "" "This causes a :guilabel:`Compose Email` pop-up window to appear, wherein the" " message to the vendor can be customized. Once ready, click :guilabel:`Send`" " to send an email to the vendor listed on the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:135 msgid "" "From this newest purchase order form, click the :guilabel:`Alternatives` " "tab. Under this tab, all three purchase orders can be seen in the " ":guilabel:`Reference` column. Additionally, the vendors are listed under the" " :guilabel:`Vendor` column, and the order :guilabel:`Total` and " ":guilabel:`Status` of the orders are in the rows, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:141 msgid "Link a new :abbr:`RFQ (Request for Quotation)` to existing quotations" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:143 msgid "" "Creating alternative quotations directly from a purchase order form under " "the :guilabel:`Alternatives` tab is the easiest way to create and link " "quotations. However, separate :abbr:`RFQs (Requests for Quotation)` can also" " be linked *after* the fact, even if they are created completely separately " "at first." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:157 msgid "" "Once ready, click :guilabel:`Send by Email`. This causes a " ":guilabel:`Compose Email` pop-up window to appear, wherein the message to " "the vendor can be customized. Once ready, click :guilabel:`Send` to send an " "email to the vendor listed on the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:161 msgid "" "Then, click the :guilabel:`Alternatives` tab once more. Since this new " ":abbr:`PO (Purchase Order)` was created separately, there are no other " "orders linked yet. To link this order with the alternatives created " "previously, click :guilabel:`Link to Existing RfQ` on the first line in the " ":guilabel:`Vendor` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "pop-up to link new quotation to existing RFQs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:170 msgid "" "This causes an :guilabel:`Add: Alternative POs` pop-up window to appear. " "Select the three purchase orders created previously, and click " ":guilabel:`Select`. All of these orders are now copied to this :abbr:`PO " "(Purchase Order)` under the :guilabel:`Alternatives` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:175 msgid "" "If a large number of purchase orders are being processed and the previous " ":abbr:`POs (Purchase Orders)` can't be located, try clicking " ":menuselection:`Group By --> Vendor` under the search bar at the top of the " "pop-up window to group by the vendors selected on the previous orders." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:181 msgid "Compare product lines" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:183 msgid "" "When there are multiple :abbr:`RFQs (Requests for Quotation)` linked as " "alternatives, they can be compared side-by-side in order to determine which " "vendors offer the best deals on which products. To compare each quotation, " "go to the :menuselection:`Purchase` app, and select one of the quotations " "created previously." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:188 msgid "" "Then, click the :guilabel:`Alternatives` tab to see all the linked " ":abbr:`RFQs (Requests for Quotation)`. Next, under the :guilabel:`Create " "Alternative` tab, click :guilabel:`Compare Product Lines`. This navigates to" " a Compare Order Lines page." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Compare Product Lines page for alternative RFQs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:196 msgid "" "The Compare Order Lines page, by default, groups by :guilabel:`Product`. " "Each product included in any of the :abbr:`RFQs (Requests for Quotation)` is" " displayed in its own drop-down, along with all of the :abbr:`PO (Purchase " "Order)` numbers in the :guilabel:`Reference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:200 msgid "" "Additional columns on this page include the :guilabel:`Vendor` from which " "products were ordered, the :guilabel:`Status` of the quotation (i.e., RFQ, " "RFQ Sent); the :guilabel:`Quantity` of products ordered from each vendor; " "the :guilabel:`Unit Price` per product and :guilabel:`Total` price of the " "order, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:206 msgid "" "To remove product lines from the Compare Order Lines page, click " ":guilabel:`Clear` at the far right end of that product line's row. This " "removes this product as a chooseable option from the page, and changes the " ":guilabel:`Total` price of that product on the page to **0**. On the " "purchase order form in which that product was included, its ordered quantity" " is changed to **0**, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:212 msgid "" "Once the best offers have been identified, at the end of each row, " "individual products can be selected by clicking :guilabel:`Choose`. Once all" " the desired products have been chosen, click :guilabel:`Requests for " "Quotation` (in the breadcrumbs, at the top of the page) to navigate back to " "an overview of all :abbr:`RFQs (Requests for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:218 msgid "Cancel (or keep) alternatives" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:220 msgid "" "Now that the desired products have been chosen, based on which vendors " "provided the best offer, the other :abbr:`RFQs (Requests for Quotation)` " "(from which no products were chosen) can be canceled." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:223 msgid "" "Under the :guilabel:`Total` column, at the far right of each row, the orders" " from which no products were chosen have automatically had their total cost " "set to **0**. Although they haven't been canceled yet, this means that they " "can ultimately be canceled without repercussions, *after* the desired " "purchase orders have been confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Canceled quotations in the Purchase app overview." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:232 msgid "" "To confirm a quotation that contains the chosen product quantities, click " "into one. Then, click :guilabel:`Confirm Order`. This causes an " ":guilabel:`Alternative Warning` pop-up window to appear. From there, either " ":guilabel:`Cancel Alternatives` or :guilabel:`Keep Alternatives` can be " "clicked. If this :abbr:`PO (Purchase Order)` should *not* be confirmed, " "click :guilabel:`Cancel`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:237 msgid "" ":guilabel:`Cancel Alternatives` automatically cancels the alternative " "purchase orders. :guilabel:`Keep Alternatives` keeps the alternative " "purchase orders open, so they can still be accessed if any additional " "product quantities need to be ordered. Once all products are ordered, " ":guilabel:`Cancel Alternatives` can be selected from whichever :abbr:`PO " "(Purchase Order)` is open." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:242 msgid "" "To view a detailed form of one of the :abbr:`RFQs (Requests for Quotation)` " "listed, click the line item for that quotation. This causes an " ":guilabel:`Open: Alternative POs` pop-up window to appear, from which all " "details of that particular quotation can be viewed. Click :guilabel:`Close` " "when finished." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Keep or cancel pop-up for alternative RFQs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:251 msgid "" "From the :guilabel:`Alternative Warning` pop-up window, click " ":guilabel:`Keep Alternatives` to keep all alternative quotations open for " "now. Then, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at " "the top of the page) to navigate back to an overview of all :abbr:`RFQs " "(Requests for Quotation)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:256 msgid "" "Click into the remaining quotation(s) that contain products that need to be " "ordered, and click :guilabel:`Confirm Order`. This causes the " ":guilabel:`Alternative Warning` pop-up window to appear again. This time, " "click :guilabel:`Cancel Alternatives` to cancel all other alternative " ":abbr:`RFQs` linked with this quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:261 msgid "" "Finally, click :guilabel:`Requests for Quotation` (in the breadcrumbs, at " "the top of the page) to navigate back to an overview of all :abbr:`RFQs " "(Requests for Quotation)`. The canceled orders can be seen greyed out and " "listed with a :guilabel:`Cancelled` status under the :guilabel:`Status` " "column at the far right of their rows." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:266 msgid "" "Now that all product quantities have been ordered, the purchase process can " "be followed, and continued to completion, until the products are received " "into the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:15 msgid "Bill control policies" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:5 msgid "" "In Odoo, the *bill control* policy determines the quantities billed by " "vendors on every purchase order, for ordered or received quantities. The " "policy selected in the settings will act as the default value and will be " "applied to any new product created." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:12 msgid "" "To view the default bill control policy and make changes, go to " ":menuselection:`Purchase --> Configuration --> Settings`, and scroll down to" " the :guilabel:`Invoicing` section. Here, there are the two :guilabel:`Bill " "Control` policy options: :guilabel:`Ordered quantities` and " ":guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" "The policy selected will be the default for any new product created. The " "definition of each policy is as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:20 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:31 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase " "order is confirmed. The products and quantities in the purchase order are " "used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:22 msgid "" ":guilabel:`Received quantities`: a bill is created only *after* part of the " "total order has been received. The products and quantities *received* are " "used to generate a draft bill. An error message will appear if creation of a" " vendor bill is attempted without receiving anything." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Bill control policy draft bill error message." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:31 msgid "" "If one or two products need a different control policy, the default bill " "control setting can be overridden by going to the :guilabel:`Purchase` tab " "in a product's template and modifying its :guilabel:`Control Policy` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:36 msgid "Example flow: Ordered quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:38 msgid "" "To complete an example workflow using the *ordered quantities* bill control " "policy, first go to :menuselection:`Purchase --> Configuration --> " "Settings`, scroll down to the :guilabel:`Invoicing` section, and select " ":guilabel:`Ordered quantities`. Then, :guilabel:`Save` changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:42 msgid "" "In the :guilabel:`Purchase` app, create a new :abbr:`RFQ (Request for " "Quotation)`. Fill out the information on the quotation form, add products to" " the invoice lines, and click :guilabel:`Confirm Order`. Then, click " ":guilabel:`Create Bill`. Since the policy is set to *ordered quantities*, " "the draft bill can be confirmed as soon as it is created, without any " "products actually being received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 msgid "Example flow: Received quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:50 msgid "" "To complete an example workflow using the *received quantities* bill control" " policy, first go to :menuselection:`Purchase --> Configuration --> " "Settings`, scroll down to the :guilabel:`Invoicing` section, and select " ":guilabel:`Received quantities`. Then, :guilabel:`Save` changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:54 msgid "" "In the :guilabel:`Purchase` app, create a new :abbr:`RFQ (Request for " "Quotation)`. Fill out the information on the quotation form, add products to" " the invoice lines, and click :guilabel:`Confirm Order`. Then, click on the " ":guilabel:`Receipt smart button`. Set the quantities in the :guilabel:`Done`" " column to match the quantities in the :guilabel:`Demand` column, and " ":guilabel:`Validate` the changes. Then, in the purchase order, click " ":guilabel:`Create Bill` and :guilabel:`Confirm`. Since the policy is set to " "*received quantities*, the draft bill can be confirmed *only* when at least " "some of the quantities are received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:63 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:46 msgid "3-way matching" msgstr "Dopasowanie 3-kierunkowe" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:65 msgid "" "Activating :guilabel:`3-way matching` ensures that vendor bills are only " "paid once some or all of the products included in the purchase order have " "actually been received. To activate it, go to :menuselection:`Purchase --> " "Configuration --> Settings`, and scroll down to the :guilabel:`Invoicing` " "section. Then, click :guilabel:`3-way matching: purchases, receptions, and " "bills`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:72 msgid "" "3-way matching is *only* intended to work when the bill control policy is " "set to *received quantities*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:76 msgid "Pay vendor bills with 3-way matching" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:78 msgid "" "When :guilabel:`3-way matching` is activated, vendor bills will display the " ":guilabel:`Should Be Paid` field under the :guilabel:`Other Info` tab. When " "a new vendor bill is created, the field will be set to :guilabel:`Yes`, " "since a bill can't be created until at least some of the products included " "in a purchase order have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Draft bill should be paid field status." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:88 msgid "" "If the total quantity of products from a purchase order has not been " "received, Odoo only includes the products that *have* been received in the " "draft vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:91 msgid "" "Draft bills can be edited to increase the billed quantity, change the price " "of the products in the bill, and add additional products to the bill. If " "this is done, the :guilabel:`Should Be Paid` field status will be set to " ":guilabel:`Exception`. This means that Odoo notices the discrepancy, but " "doesn't block the changes or display an error message, since there might be " "a valid reason for making changes to the draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:97 msgid "" "Once payment has been registered for a vendor bill and displays the green " ":guilabel:`Paid` banner, the :guilabel:`Should Be Paid` field status will be" " set to :guilabel:`No`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:101 msgid "" "The :guilabel:`Should Be Paid` status on bills is set automatically by Odoo." " However, the status can be changed manually by clicking the field's drop-" "down menu inside the :guilabel:`Other Info` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:106 msgid "View a purchase order's billing status" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:108 msgid "" "When a purchase order is confirmed, its :guilabel:`Billing Status` can be " "viewed under the :guilabel:`Other Information` tab on the purchase order " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Purchase order billing status." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:115 msgid "" "Below is a list of the different statuses that a :guilabel:`Billing Status` " "could appear as and when they are displayed, depending on the bill control " "policy used." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:119 msgid ":guilabel:`Billing Status`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:119 msgid "**Conditions**" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:121 msgid "*On received quantities*" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:121 msgid "*On ordered quantities*" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:123 msgid ":guilabel:`Nothing to Bill`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:123 msgid "PO confirmed; no products received" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:123 msgid "*Not applicable*" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 msgid ":guilabel:`Waiting Bills`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 msgid "All/some products received; bill not created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 msgid "PO confirmed" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:127 msgid ":guilabel:`Fully Billed`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:127 msgid "All/some products received; draft bill created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:127 msgid "Draft bill created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:3 msgid "Manage vendor bills" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:7 msgid "" "A *vendor bill* is an invoice received for products and/or services that a " "company purchases from a vendor. Vendor bills record payables as they arrive" " from vendors, and can include amounts owed for the goods and/or services " "purchased, sales taxes, freight and delivery charges, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:11 msgid "" "In Odoo, a vendor bill can be created at different points in the purchasing " "process, depending on the *bill control* policy chosen in the *Purchase* app" " settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:17 msgid "" "To view and edit the default bill control policy and make changes to it, go " "to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Invoicing` section." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:21 msgid "" "Here, there are two :guilabel:`Bill Control` policy options: " ":guilabel:`Ordered quantities` and :guilabel:`Received quantities`. After a " "policy is selected, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Bill control policies in purchase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:33 msgid "" ":guilabel:`Received quantities`: a bill is only created **after** part of " "the total order has been received. The products and quantities **received** " "are used to generate a draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:37 msgid "" "If a product needs a different control policy, the default bill control " "policy can be overridden by going to the :guilabel:`Purchase` tab in a " "product's template, and modifying its :guilabel:`Control Policy` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Control policy field on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:48 msgid "" "*3-way matching* ensures vendor bills are only paid once some (or all) of " "the products included in the purchase order have actually been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "" "To activate it, go to :menuselection:`Purchase app --> Configuration --> " "Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, check" " the box next to :guilabel:`3-way matching: purchases, receptions, and " "bills`, and click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" ":guilabel:`3-way matching` is **only** intended to work with the " ":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Activated three-way matching feature in purchase settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:64 msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:66 msgid "" "When products are received into a company's warehouse, receipts are created." " Once the company processes the received quantities, they can choose to " "create a vendor bill directly from the warehouse receipt form. Depending on " "the bill control policy chosen in the settings, vendor bill creation is " "completed at different steps of the procurement process." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "With the bill control policy set to ordered quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:74 msgid "" "To create and manage vendor bills on receipts using the *ordered quantities*" " bill control policy, first go to :menuselection:`Purchase app --> " "Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " "section, and select :guilabel:`Ordered quantities` under :guilabel:`Bill " "Control`. Then, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:79 msgid "" "Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " "to create a new request for quotation (RFQ). Doing so reveals a blank " ":abbr:`RFQ (request for quotation)` detail form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" "On the blank detail form, add a vendor to the :abbr:`RFQ (request for " "quotation)` in the :guilabel:`Vendor` field, and add products to the " ":guilabel:`Product` lines by clicking :guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 msgid "" "Then, confirm the :abbr:`RFQ (request for quotation)` by clicking the " ":guilabel:`Confirm Order` button above the detail form. Doing so turns the " ":abbr:`RFQ (request for quotation)` into a purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:90 msgid "" "Then, click the :guilabel:`Create Bill` button to create a vendor bill for " "the purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:92 msgid "" "Clicking the :guilabel:`Create Bill` button reveals the :guilabel:`Draft " "Bill` page for the purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" "On the :guilabel:`Draft Bill`, click the :guilabel:`Edit` button to modify " "the bill, and add a bill date in the :guilabel:`Bill Date` field. If needed," " add additional products to the :guilabel:`Product` lines by clicking " ":guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:99 msgid "" "Next, confirm the bill by clicking the :guilabel:`Confirm` button on the " ":guilabel:`Draft Bill` page." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:103 msgid "" "Since the bill control policy is set to *ordered quantities*, the draft bill" " can be confirmed as soon as it is created, before any products have been " "received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:106 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 msgid "" "On the new :guilabel:`Vendor Bill`, add a :guilabel:`Bill Reference` number," " which can be used to match the bill with additional documents (such as the " ":abbr:`PO (purchase order)`). Then, click :menuselection:`Confirm --> " "Register Payment`. Doing so causes a pop-up to appear, wherein a payment " ":guilabel:`Journal` can be chosen; a :guilabel:`Payment Method` selected; " "and a :guilabel:`Recipient Bank Account` can be selected from a drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:112 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " ":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " "Once ready, click :guilabel:`Create Payment` to finish creating the " ":guilabel:`Vendor Bill`. Doing so causes a green :guilabel:`In Payment` " "banner to display on the :abbr:`RFQ (request for quotation)` form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Vendor bill form for ordered quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:122 msgid "" "Each vendor bill provides the option to either :guilabel:`Add Credit Note` " "or :guilabel:`Add Debit Note`. A *credit note* is typically issued when a " "vendor or supplier of goods get some quantity of products back from the " "customer to whom they were sold, while *debit notes* are reserved for goods " "returned from the customer/buyer to the vendor or supplier." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:128 msgid "With the bill control policy set to received quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:131 msgid "" "If the creation of a vendor bill is attempted without receiving any " "quantities of a product (while using the *received quantities* bill control " "policy), an error message appears, and settings must be changed before " "proceeding." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" "To create and manage vendor bills on receipts using the *received " "quantities* bill control policy, first go to :menuselection:`Purchase app " "--> Configuration --> Settings`, scroll down to the :guilabel:`Invoicing` " "section, and select :guilabel:`Received quantities` under :guilabel:`Bill " "Control`. Then, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:140 msgid "" "Next, go to the :menuselection:`Purchase` app, and click :guilabel:`Create` " "to create a new :abbr:`RFQ (request for quotation)`. Doing so reveals a " "blank :abbr:`RFQ (request for quotation)` detail form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" "Finally, click the :guilabel:`Create Bill` button to create a bill for the " "purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 msgid "" "Clicking :guilabel:`Create Bill` before any products have been received will" " cause a :guilabel:`User Error` pop-up to appear. The :guilabel:`Purchase " "Order` requires the receipt of at least partial quantity of the items " "included on the order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "User error pop-up for received quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:163 msgid "" "Next, click the :guilabel:`Receipt` smart button to view the warehouse " "receipt form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 msgid "" "On the warehouse receipt form, click :menuselection:`Validate --> Apply` to " "mark the :guilabel:`Done` quantities. Then, navigate back to the " ":menuselection:`Purchase Order` (via the breadcrumbs), and click the " ":guilabel:`Create Bill` button on the purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:169 msgid "" "Doing so reveals the :guilabel:`Draft Bill` for the purchase order. On the " ":guilabel:`Draft Bill`, click the :guilabel:`Edit` button, and add a " ":guilabel:`Bill Date`. If needed, add additional products to the " ":guilabel:`Product` lines by clicking :guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" "Next, click the :guilabel:`Confirm` button to confirm the :guilabel:`Draft " "Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 msgid "" "Since the bill control policy is set to *received quantities*, the draft " "bill can **only** be confirmed when at least some of the quantities are " "received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:185 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " ":guilabel:`Memo` (:dfn:`Reference Number`) can be changed from this pop-up. " "Once ready, click :guilabel:`Create Payment` to finish creating the vendor " "bill. Doing so causes a green **In Payment** banner to display on the " ":abbr:`RFQ (request for quotation)` form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:191 msgid "Create and manage vendor bills in Accounting" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" "Vendor bills can also be created directly from the *Accounting* app, " "**without** having to create a purchase order first. To do this, go to " ":menuselection:`Accounting app --> Vendors --> Bills`, and click " ":guilabel:`Create`. Doing so reveals a blank vendor bill detail form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:197 msgid "" "On this blank vendor bill detail form, add a vendor in the " ":guilabel:`Vendor` field, and add products to the :guilabel:`Product` lines " "(under the :guilabel:`Invoice Lines` tab), by clicking :guilabel:`Add a " "line`. Then, add a bill date in the :guilabel:`Bill Date` field, and any " "other necessary information. Finally, click :guilabel:`Confirm` to confirm " "the bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:202 msgid "" "From here, click the :guilabel:`Journal Items` tab to view (or change) the " ":guilabel:`Account` journals that were populated based on the configuration " "on the corresponding :guilabel:`Vendor` and :guilabel:`Product` forms." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:206 msgid "" "Then, click :guilabel:`Add Credit Note` or :guilabel:`Add Debit Note` to add" " credit or debit notes to the bill. Or, add a :guilabel:`Bill Reference` " "number (while in :guilabel:`Edit` mode)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:209 msgid "" "Then, when ready, click :menuselection:`Register Payment --> Create Payment`" " to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:213 msgid "" "To tie the draft bill to an existing purchase order, click the drop-down " "menu next to :guilabel:`Auto-Complete`, and select a :abbr:`PO (purchase " "order)` from the menu. The bill will auto-populate with the information from" " the :abbr:`PO (purchase order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Auto-complete drop-down list on draft vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:222 msgid "Batch billing" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:224 msgid "" "Vendor bills can be processed and managed in batches in the *Accounting* " "app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:226 msgid "" "To do this, go to :menuselection:`Accounting app --> Vendors --> Bills`. " "Then, click the :guilabel:`checkbox` at the top left of the page, beside the" " :guilabel:`Number` column, under the :guilabel:`Create` button. This " "selects all existing vendor bills with a :guilabel:`Posted` or " ":guilabel:`Draft` :guilabel:`Status`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:231 msgid "" "From here, click the :guilabel:`Action` gear icon to export, delete, or send" " & print the bills; click the :guilabel:`Print` icon to print the invoices " "or bills; or click :guilabel:`Register Payment` to create and process " "payments for multiple vendor bills at once." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:235 msgid "" "When :guilabel:`Register Payment` is selected, a pop-up appears. In this " "pop-up window, select the appropriate journal in the :guilabel:`Journal` " "field, choose a payment date in the :guilabel:`Payment Date` field, and " "choose a :guilabel:`Payment Method`. There is also the option to " ":guilabel:`Group Payments` on this pop-up, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid "" "When ready, click the :guilabel:`Create Payment` button, which creates a " "list of journal entries on a separate page. This list of journal entries are" " all tied to their appropriate vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:248 msgid "" "The :guilabel:`Register Payment` option for vendor bills in batches will " "only work for journal entries whose :guilabel:`Status` is set to " ":guilabel:`Posted`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:252 msgid "" ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/control_bills`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 msgid "Products" msgstr "Produkty" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:3 msgid "Configure reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:5 msgid "" "For certain products, it is necessary to ensure that there is always a " "minimum amount available on hand at any given time. By adding a reordering " "rule to a product, it is possible to automate the reordering process so that" " a purchase order is automatically created whenever the amount on hand falls" " below a set threshold." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:11 msgid "The *Inventory* module must be installed to use reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:14 msgid "Configure products for reordering" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:16 msgid "" "Products must be configured in a specific way before a reordering rule can " "be added to them." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:18 msgid "" "Starting from the :menuselection:`Inventory`, " ":menuselection:`Manufacturing`, :menuselection:`Purchase`, or " ":menuselection:`Sales` module, navigate to :menuselection:`Products --> " "Products` and then click :guilabel:`Create` to make a new product. " "Alternatively, find a product that already exists in the database and click " "into it's product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:23 msgid "" "Next, on the product form, enable reordering by checking the :guilabel:`Can " "be Purchased` option underneathe the :guilabel:`Product Name` field. " "Finally, set the :guilabel:`Product Type` to `Storable Product` under the " ":guilabel:`General Information` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst-1 msgid "Configure a product for reordering in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:32 msgid "Add a reordering rule to a product" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:34 msgid "" "After properly configuring a product, a reordering rule can be added to it " "by selecting the now visible :guilabel:`Reordering Rules` tab at the top of " "that product's form, and then clicking :guilabel:`Create` on the " ":guilabel:`Reordering Rules` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst-1 msgid "Access reordering rules for a product from the product page in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:42 msgid "" "Once created, the reordering rule can be configured to generate purchase " "orders automatically by defining the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:45 msgid "" ":guilabel:`Location` specifies where the ordered quantities should be stored" " once they are received and entered into stock." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:47 msgid "" ":guilabel:`Min Quantity` sets the lower threshold for the reordering rule " "while :guilabel:`Max Quantity` sets the upper threshold. If the stock on " "hand falls below the minimum quantity, a new purchase order will be created " "to replenish it up to the maximum quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:52 msgid "" "If :guilabel:`Min Quantity` is set to `5` and :guilabel:`Max Quantity` is " "set to `25` and the stock on hand falls to four, a purchase order will be " "created for 21 units of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:55 msgid "" ":guilabel:`Multiple Quantity` can be configured so that products are only " "ordered in batches of a certain quantity. Depending on the number entered, " "this can result in the creation of a purchase order that would put the " "resulting stock on hand above what is specified in the :guilabel:`Max " "Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:61 msgid "" "If :guilabel:`Max Quantity` is set to `100` but :guilabel:`Multiple " "Quantity` is set to order the product in batches of `200`, a purchase order " "will be created for 200 units of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:65 msgid "" ":guilabel:`UoM` specifies the unit of measurement by which the quantity will" " be ordered. For discrete products, this should be set to `Units`. However, " "it can also be set to units of measurement like `Volume` or `Weight` for " "non-discrete products like water or bricks." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst-1 msgid "Configure the reordering rule in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:74 msgid "Manually trigger reordering rules using the scheduler" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:76 msgid "" "Reordering rules will be automatically triggered by the scheduler, which " "runs once a day by default. To trigger reordering rules manually, navigate " "to :menuselection:`Inventory --> Operations --> Run Scheduler`. On the pop-" "up window, confirm the manual action by clicking :guilabel:`Run Scheduler`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:82 msgid "" "Manually triggering reordering rules will also trigger any other scheduled " "actions." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:85 msgid "Manage reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:87 msgid "" "To manage the reordering rules for a single product, navigate to that " "product page's form and select the :guilabel:`Reordering Rules` tab at the " "top of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/reordering.rst:90 msgid "" "To manage all reordering rules for every product, go to " ":menuselection:`Inventory --> Configuration --> Reordering Rules`. From this" " dashboard, typical bulk actions in Odoo can be performed such as exporting " "data or archiving rules that are no longer needed. As well, the " ":guilabel:`Filters`, :guilabel:`Group By` or triple-dotted menu on the form " "are available to search for and/or organize the reordering rules as desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:3 msgid "Purchase in different units of measure than sales" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:5 msgid "" "When you purchase a product, it may happen that your vendor uses a different" " unit of measure than you do when you sell it. This can cause confusion " "between sales and purchase representatives. It is also time-consuming to " "convert measures manually every time. With Odoo, you can configure your " "product once and let Odoo handle the conversion." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:10 msgid "Consider the following examples:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:12 msgid "" "You purchase orange juice from an American vendor, and they use **gallons**." " However, your customers are European and use **liters**." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:15 msgid "" "You buy curtains from a vendor in the form of **rolls** and you sell pieces " "of the rolls to your customers using **square meters**." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:19 msgid "Enable units of measure" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:21 msgid "" "Open your Sales app and go to :menuselection:`Configuration --> Settings`. " "Under Product Catalog, enable *Units of Measure*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Enable the units of measure option in Odoo Sales" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:29 msgid "Specify sales and purchase units of measure" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:32 msgid "Standard units of measure" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:34 msgid "" "A variety of units of measure are available by default in your database. " "Each belongs to one of the five pre-configured units of measure categories: " "*Length / Distance*, *Unit*, *Volume*, *Weight* and *Working Time*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:39 msgid "" "You can create your new units of measure and units of measure categories " "(see next section)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:41 msgid "" "To specify different units of measures for sales and purchases, open the " "Purchase app and go to :menuselection:`Products --> Products`. Create a " "product or select an existing one. Under the product's *General Information*" " tab, first select the *Unit of Measure* to be used for sales (as well as " "for other apps such as inventory). Then, select the *Purchase Unit of " "Measure* to be used for purchases." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:47 msgid "" "Back to the first example, if you purchase orange juice from your vendor in " "**gallons** and sell it to your customers in **liters**, first select *L* " "(liters) as the *Unit of Measure*, and *gal (US)* (gallons) as the *Purchase" " Unit of Measure*, then click on *Save*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Configure a product's units of measure in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:56 msgid "Create new units of measure and units of measure categories" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:58 msgid "" "Sometimes you need to create your own units and categories, either because " "the measure is not pre-configured in Odoo or because the units do not relate" " with each other (e.g. kilos and centimeters)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:62 msgid "" "If you take the second example where you buy curtains from a vendor in the " "form of **rolls** and you sell pieces of the rolls using **square meters**, " "you need to create a new *Units of Measure Category* in order to relate both" " units of measure." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:66 msgid "" "To do so, go to :menuselection:`Configuration --> Units of Measure " "Categories`. Click on *Create* and name the category." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Create a new units of measure category in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:73 msgid "" "The next step is to create the two units of measures. To do so, go to " ":menuselection:`Configuration --> Units of Measure`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:76 msgid "" "First, create the unit of measure used as the reference point for converting" " to other units of measure inside the category by clicking on *Create*. Name" " the unit and select the units of measure category you just created. For the" " *Type*, select *Reference Unit of Measure for this category type*. Enter " "the *Rounding Precision* you would like to use. The quantity computed by " "Odoo is always a multiple of this value." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:82 msgid "" "In the example, as you cannot purchase less than 1 roll and won't use " "fractions of a roll as a unit of measure, you can enter 1." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Create a new reference unit of measure in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:89 msgid "" "If you use a *Rounding Precision* inferior to 0.01, a warning message might " "appear stating that it is higher than the *Decimal Accuracy* and that it " "might cause inconsistencies. If you wish to use a *Rounding Precision* lower" " than 0.01, first activate the :ref:`developer mode `, then " "go to :menuselection:`Settings --> Technical --> Database Structure --> " "Decimal Accuracy`, select *Product Unit of Measure* and edit *Digits* " "accordingly. For example, if you want to use a rounding precision of " "0.00001, set *Digits* to 5." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:96 msgid "" "Next, create a second unit of measure, name it, and select the same units of" " measure category as your reference unit. As *Type*, select *Smaller* or " "*Bigger than the reference Unit of Measure*, depending on your situation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:100 msgid "" "As the curtain roll equals to 100 square meters, you should select " "*Smaller*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:102 msgid "" "Next, you need to enter the *Ratio* between your reference unit and the " "second one. If the second unit is smaller, the *Ratio* should be greater " "than 1. If the second unit is larger, the ratio should be smaller than 1." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:106 msgid "For your curtain roll, the ratio should be set to 100." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Create a second unit of measure in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:112 msgid "" "You can now configure your product just as you would using Odoo's standard " "units of measure." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst-1 msgid "Set a product's units of measure using your own units in Odoo Purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/quality.rst:7 msgid "Quality" msgstr "Jakość" #: ../../content/applications/inventory_and_mrp/quality.rst:9 msgid "" "**Odoo Quality** helps ensure product quality throughout manufacturing " "processes and inventory movements. Conduct quality checks, automate quality " "inspection frequency, and create quality alerts when issues arise." msgstr "" #: ../../content/applications/inventory_and_mrp/quality.rst:14 msgid "" "`Odoo Tutorials: Quality Overview " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types.rst:5 msgid "Quality check types" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:3 msgid "Instructions quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:7 msgid "" "In Odoo *Quality*, an *Instructions* check is one of the quality check types" " that can be selected when creating a new quality check or quality control " "point (QCP). *Instructions* checks consist of a text entry field that allows" " the creator to provide instructions for how to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:11 msgid "" "For a full overview of how to configure a quality check or a |QCP|, see the " "documentation on :ref:`quality checks ` and :ref:`quality control points " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:16 msgid "Process an Instructions quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:18 msgid "" "There are multiple ways that *Instructions* quality checks can be processed." " If a quality check is assigned to a specific manufacturing, inventory, or " "work order, the check can be processed on the order itself. Alternatively, a" " check can be processed from the check's page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:23 msgid "Process from the quality check's page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:25 msgid "" "To process an *Instructions* quality check from the check's page, begin by " "navigating to :menuselection:`Quality --> Quality Control --> Quality " "Checks`, and select a quality check. Follow the :guilabel:`Instructions` for" " how to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:29 msgid "" "If the product passes the check, click the :guilabel:`Pass` button above the" " quality check form. If the product does not pass the check, click the " ":guilabel:`Fail` button, instead." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:33 msgid "Process quality check on an order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:35 msgid "" "To process an *Instructions* quality check on an order, select a " "manufacturing order or inventory order (receipt, delivery, return, etc.) for" " which a check is required. Manufacturing orders can be selected by " "navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing" " Orders`, and clicking on an order. Inventory orders can be selected by " "navigating to :menuselection:`Inventory`, clicking the :guilabel:`# To " "Process` button on an operation card, and selecting an order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:42 msgid "" "On the selected manufacturing or inventory order, a purple " ":guilabel:`Quality Checks` button appears above the order. Click the button " "to open the :guilabel:`Quality Check` pop-up window, from which any quality " "checks created for the order can be processed." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst-1 msgid "The Quality Check pop-up window on a manufacturing or inventory order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:50 msgid "" "To complete an *Instructions* quality check, follow the instructions " "detailed in the :guilabel:`Quality Check` pop-up window. Finally, click " ":guilabel:`Validate` to confirm that the check has been completed." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:54 msgid "" "If an issue or defect is found during the quality check, a quality alert may" " need to be created to notify a quality team. To do so, click the " ":guilabel:`Quality Alert` button that appears at the top of the " "manufacturing or inventory order after the check is validated." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:58 msgid "" "Clicking :guilabel:`Quality Alert` opens a quality alert form on a new page." " For a complete guide on how to fill out quality alert forms, view the " "documentation on :ref:`quality alerts `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:63 msgid "Process work order quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:65 msgid "" "When configuring a |QCP| that is triggered by a manufacturing order, a " "specific work order can also be specified in the :guilabel:`Work Order " "Operation` field on the |QCP| form. If a work order is specified, an " "*Instructions* quality check is created for that specific work order, rather" " than the manufacturing order as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:70 msgid "" "Quality checks configured for work orders must be completed from the tablet " "view. To do so, begin by navigating to :menuselection:`Manufacturing --> " "Operations --> Manufacturing Orders`. Select a manufacturing order that " "includes a work order for which a quality check is required. Open the tablet" " view for that work order by clicking the :guilabel:`📱 (tablet)` button on " "the order's line." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:75 msgid "" "With tablet view open, complete the steps listed on the left side of the " "screen until the *Instructions* quality check step is reached. Upon reaching" " the check, the instructions for how to complete it will appear at the top " "of the screen. Follow the instructions, then click :guilabel:`Next` to move " "on to the next step." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst-1 msgid "An Instructions check for a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:84 msgid "" "If an issue or defect is found during the quality check, a quality alert may" " need to be created to notify a quality team. To do so, click the " ":guilabel:`☰ (menu)` button in the tablet view, and then select " ":guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:88 msgid "" "Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up" " window, from which a quality alert can be created. For a complete guide to " "quality alert creation, view the documentation on :ref:`quality alerts " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:3 msgid "Measure quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:8 msgid "" "In Odoo *Quality*, a *Measure* check is one of the quality check types that " "can be selected when creating a new quality check or quality control point " "(QCP). *Measure* checks prompt users to measure a certain aspect of a " "product and record the measurement in Odoo. For the quality check to pass, " "the recorded measurement must be within a certain *tolerance* of a *norm* " "value." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:14 msgid "Create a Measure quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:16 msgid "" "There are two distinct ways that *Measure* quality checks can be created. A " "single check can be manually created. Alternatively, a |QCP| can be " "configured that automatically creates checks at a predetermined interval." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:20 msgid "" "This documentation only details the configuration options that are unique to" " *Measure* quality checks and |QCPs|. For a full overview of all the " "configuration options available when creating a single check or a |QCP|, see" " the documentation on :ref:`quality checks " "` and :ref:`quality control " "points `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:27 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:27 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:26 msgid "Quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:29 msgid "" "To create a single *Measure* quality check, navigate to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, and click " ":guilabel:`New`. Fill out the new quality check form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:32 msgid "" "In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` " "quality check type." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:33 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:34 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:33 msgid "" "In the :guilabel:`Team` drop-down field, select the quality team responsible" " for managing the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:35 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:35 msgid "" "In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, " "enter instructions for how the picture should be taken." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "A quality check form configured for a Measure quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:43 msgid "Quality control point (QCP)" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:45 msgid "" "To create a |QCP| that generates *Measure* quality checks automatically, " "navigate to :menuselection:`Quality --> Quality Control --> Control Points`," " and click :guilabel:`New`. Fill out the new |QCP| form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:49 msgid "" "In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` " "quality check type. Doing so causes two new fields to appear: " ":guilabel:`Norm` and :guilabel:`Tolerance`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:52 msgid "" "Use the first text-entry field of the :guilabel:`Norm` field to record the " "ideal measurement that the product should conform to. Use the second text-" "entry field to specify the unit of measurement that should be used." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:55 msgid "" "The :guilabel:`Tolerance` field features two sub-fields: :guilabel:`from` " "and :guilabel:`to`. Use the :guilabel:`from` field to specify the minimum " "acceptable measurement, and the :guilabel:`to` field to specify the maximum " "acceptable measurement." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:59 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:51 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:54 msgid "" "In the :guilabel:`Team` drop-down field, select the quality team responsible" " for managing the checks created by the |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:61 msgid "" "In the :guilabel:`Instructions` text field, enter instructions for how the " "measurement should be taken." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "A QCP form configured to create Measure quality checks." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:69 msgid "Process a Measure quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:71 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:63 msgid "" "Once created, there are multiple ways that *Measure* quality checks can be " "processed. If a quality check is assigned to a specific inventory, " "manufacturing, or work order, the check can be processed on the order " "itself. Alternatively, a check can be processed from the check's page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:76 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:68 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:71 msgid "From the check's page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:78 msgid "" "To process a *Measure* quality check from the check's page, begin by " "navigating to :menuselection:`Quality --> Quality Control --> Quality " "Checks`, and select a quality check. Follow the :guilabel:`Instructions` for" " how to take the measurement." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:82 msgid "" "After taking the measurement, record the value in the :guilabel:`Measure` " "field on the quality check form. To manually pass or fail the check, click " ":guilabel:`Pass` or :guilabel:`Fail` at the top-left corner of the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:86 msgid "" "Alternatively, if the quality check is assigned to a |QCP| for which *norm* " "and *tolerance* values have been specified, click :guilabel:`Measure` at the" " top-left corner of the check instead. Doing so automatically marks the " "check as *Passed* if the recorded value is within the specified *tolerance*," " or *Failed* if the value is outside of it." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:92 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:78 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:87 msgid "On an order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:94 msgid "" "To process a *Measure* quality check on an order, select a manufacturing " "order or inventory order (receipt, delivery, return, etc.), for which a " "check is required. Manufacturing orders can be selected by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "clicking on an order. Inventory orders can be selected by navigating to " ":menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on " "an operation card, and selecting an order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:101 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:96 msgid "" "On the selected manufacturing or inventory order, a purple " ":guilabel:`Quality Checks` button appears at the top of the page. Click the " "button to open the :guilabel:`Quality Check` pop-up window, which shows all " "of the quality checks required for that order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:105 msgid "" "To process a *Measure* quality check, measure the product as instructed, " "then enter the value in the :guilabel:`Measure` field on the pop-up window. " "Finally, click :guilabel:`Validate` to register the recorded value." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "" "A Measure quality check pop-up window on a manufacturing or inventory order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:113 msgid "" "If the value entered is within the range specified in the " ":guilabel:`Tolerance` section of the |QCP|, the quality check passes and the" " pop-up window closes. The rest of the manufacturing or inventory order can " "then be processed as usual." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:117 msgid "" "However, if the value entered is outside of the specified range, a new pop-" "up window appears, titled :guilabel:`Quality Check Failed`. The body of the " "pop-up shows a warning message that states, :guilabel:`You measured # units " "and it should be between # units and # units.`, as well as the instructions " "entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the " "bottom of the pop-up, two buttons appear: :guilabel:`Correct Measure` and " ":guilabel:`Confirm Measure`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "The \"Quality Check Failed\" pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:127 msgid "" "If the measurement was not entered correctly and should be changed, select " ":guilabel:`Correct Measure`. Doing so re-opens the :guilabel:`Quality Check`" " pop-up window. Enter the corrected measurement in the :guilabel:`Measure` " "field, and then click :guilabel:`Validate` to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:132 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:185 msgid "" "If the measurement was entered correctly, click :guilabel:`Confirm Measure` " "instead, and the quality check fails. Follow any instructions that were " "listed on the :guilabel:`Quality Check Failed` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:136 msgid "" "If a quality alert must be created, click the :guilabel:`Quality Alert` " "button that appears at the top of the manufacturing or inventory order after" " the check fails. Clicking :guilabel:`Quality Alert` opens a quality alert " "form on a new page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:140 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:193 msgid "" "For a complete guide on how to fill out the quality alert form, view the " "documentation on :ref:`quality alerts `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:144 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:106 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:120 msgid "On a work order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:146 msgid "" "When configuring a |QCP| that is triggered during manufacturing, a specific " "work order can also be specified in the :guilabel:`Work Order Operation` " "field on the |QCP| form. If a work order is specified, a *Measure* quality " "check is created for that specific work order, rather than the manufacturing" " order as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:151 msgid "" "*Measure* quality checks created for work orders must be processed from the " "tablet view. To do so, begin by navigating to :menuselection:`Manufacturing " "--> Operations --> Manufacturing Orders`. Select a manufacturing order that " "includes a work order for which a quality check is required. Open the tablet" " view for that work order by selecting the :guilabel:`Work Orders` tab, and " "then clicking the :guilabel:`📱 (tablet)` button on the order's line." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:157 msgid "" "With tablet view open, complete the steps listed on the left side of the " "screen until the *Measure* quality check step is reached. Upon reaching the " "check, the instructions for how to take the measurement appear at the top of" " the screen. Enter the measured value in the :guilabel:`Measure` field above" " the instructions, and then click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "A Measure quality check in the Manufacturing tablet view." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:166 msgid "" "If the measurement entered is within the range specified in the " ":guilabel:`Tolerance` section of the |QCP|, the quality check passes and the" " tablet view moves on to the next step of the work order. However, if the " "measurement entered is outside of the specified range, a pop-up window " "appears, titled :guilabel:`Quality Check Failed`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:171 msgid "" "The body of the :guilabel:`Quality Check Failed` pop-up window shows a " "warning message that states, :guilabel:`You measured # units and it should " "be between # units and # units.`, as well as the instructions entered in the" " :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the pop-" "up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm " "Measure`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:180 msgid "" "If the measurement was not entered correctly, and should be changed, select " ":guilabel:`Correct Measure`. Doing so opens a new pop-up window, titled " ":guilabel:`Quality Check`. Enter the corrected measurement in the " ":guilabel:`Measure` field, then click :guilabel:`Validate` to complete the " "check, and move on to the next step of the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:189 msgid "" "If a quality alert must be created, do so by clicking the :guilabel:`☰ " "(three horizontal lines)` button, and selecting :guilabel:`Quality Alert` " "from the :guilabel:`Menu` pop-up window. A :guilabel:`Quality Alerts` pop-up" " window appears, from which a quality alert can be created." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:3 msgid "Pass - Fail quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:8 msgid "" "In Odoo *Quality*, a *Pass - Fail* check is one of the quality check types " "that can be selected when creating a new quality check or quality control " "point (QCP). *Pass - Fail* checks consist of a text field that allows the " "creator to specify a certain criteria that a product must meet to pass the " "check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:14 msgid "Create a Pass - Fail quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:16 msgid "" "There are two distinct ways that *Pass - Fail* quality checks can be " "created. A single check can be manually created. Alternatively, a |QCP| can " "be configured that automatically creates checks at a predetermined interval." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:20 msgid "" "This documentation only details the configuration options that are unique to" " *Pass - Fail* quality checks and |QCPs|. For a full overview of all the " "configuration options available when creating a single check or a |QCP|, see" " the documentation on :ref:`quality checks " "` and :ref:`quality control " "points `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:29 msgid "" "To create a single *Pass - Fail* quality check, navigate to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, and click " ":guilabel:`New`. Fill out the new quality check form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:33 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:50 msgid "" "In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` " "quality check type." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:36 msgid "" "In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, " "enter instructions for how to complete the quality check and the criteria " "that must be met for the check to pass." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "A quality check form configured for a Pass - Fail quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:44 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:43 msgid "Quality Control Point (QCP)" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:46 msgid "" "To create a |QCP| that generates *Pass - Fail* quality checks automatically," " begin by navigating to :menuselection:`Quality --> Quality Control --> " "Control Points`, and click :guilabel:`New`. Fill out the new |QCP| form as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:53 msgid "" "In the :guilabel:`Instructions` text field, enter instructions for how to " "complete the quality check and the criteria that must be met for the check " "to pass." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "" "A Quality Control Point (QCP) form configured to create a Pass - Fail " "quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:61 msgid "Process a Pass - Fail quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:70 msgid "" "To process a *Measure* quality check from the check's page, begin by " "navigating to :menuselection:`Quality --> Quality Control --> Quality " "Checks`, and select a quality check. Follow the :guilabel:`Instructions` for" " how to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:74 msgid "" "If the criteria for the check is met, click the :guilabel:`Pass` button at " "the top-left corner of the page. If the criteria is not met, click the " ":guilabel:`Fail` button." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:80 msgid "" "To process a *Pass - Fail* quality check on an order, select a manufacturing" " order or inventory order (receipt, delivery, return, etc.), for which a " "check is required. Manufacturing orders can be selected by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "clicking on an order. Inventory orders can be selected by navigating to " ":menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on " "an operation card, and selecting an order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:87 msgid "" "On the selected manufacturing or inventory order, a purple " ":guilabel:`Quality Checks` button appears at the top of the order. Click the" " button to open the :guilabel:`Quality Check` pop-up window, which shows all" " of the quality checks required for that order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:91 msgid "" "To process a *Pass - Fail* quality check, follow the instructions shown on " "the :guilabel:`Quality Check` pop-up window. If the criteria for the check " "is met, click the :guilabel:`Pass` button at the bottom of the window. If " "the criteria is not met, click the :guilabel:`Fail` button." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "" "A Pass - Fail quality check pop-up window on a manufacturing or inventory " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:99 msgid "" "If a quality alert must be created, click the :guilabel:`Quality Alert` " "button that appears at the top of the manufacturing or inventory order after" " the check fails. Clicking :guilabel:`Quality Alert` opens a quality alert " "form on a new page. For a complete guide on how to fill out quality alert " "forms, view the documentation on :ref:`quality alerts " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:108 msgid "" "When configuring a |QCP| that is triggered during manufacturing, a specific " "work order can also be specified in the :guilabel:`Work Order Operation` " "field on the |QCP| form. If a work order is specified, a *Pass - Fail* " "quality check is created for that specific work order, rather than the " "manufacturing order as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:113 msgid "" "*Pass - Fail* quality checks configured for work orders must be processed " "from the tablet view. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select a manufacturing order that includes a work order for which a quality " "check is required. Open the tablet view for that work order by selecting the" " :guilabel:`Work Orders` tab, and then clicking the :guilabel:`📱 (tablet)` " "button on the order's line." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:119 msgid "" "With tablet view open, complete the steps listed on the left side of the " "screen until the *Pass - Fail* quality check step is reached. Upon reaching " "the check, follow the instructions that appear at the top of the screen. If " "the criteria for the check is met, click the :guilabel:`Pass` button at the " "top-right of the screen. If the criteria is not met, click the " ":guilabel:`Fail` button." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "A Pass - Fail check for a manufacturing work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:128 msgid "" "If a quality alert must be created, do so by clicking the :guilabel:`☰ " "(menu)` button in the tablet view, and selecting :guilabel:`Quality Alert` " "from the :guilabel:`Menu` pop-up window. A :guilabel:`Quality Alerts` pop-up" " window appears, from which a quality alert can be created. For a complete " "guide on how to fill out quality alert forms, view the documentation on " ":ref:`quality alerts `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:3 msgid "Take a Picture quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:8 msgid "" "In Odoo *Quality*, a *Take a Picture* check is one of the quality check " "types that can be selected when creating a new quality check or quality " "control point (QCP). *Take a Picture* checks require a picture to be " "attached to the check, which can then be reviewed by a quality team." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:13 msgid "Create a Take a Picture quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:15 msgid "" "There are two distinct ways that *Take a Picture* quality checks can be " "created. A single check can be manually created. Alternatively, a |QCP| can " "be configured that automatically creates checks at a predetermined interval." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:19 msgid "" "This documentation only details the configuration options that are unique to" " *Take a Picture* quality checks and |QCPs|. For a full overview of all the " "configuration options available when creating a single check or a |QCP|, see" " the documentation on :ref:`quality checks " "` and :ref:`quality control " "points `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:28 msgid "" "To create a single *Take a Picture* quality check, navigate to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, and click " ":guilabel:`New`. Fill out the new quality check form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:32 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:49 msgid "" "In the :guilabel:`Type` drop-down field, select the :guilabel:`Take a " "Picture` quality check type." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "A quality check form configured for a Take a Picture quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:45 msgid "" "To create a |QCP| that will generate *Take a Picture* quality checks " "automatically, navigate to :menuselection:`Quality --> Quality Control --> " "Control Points`, and click :guilabel:`New`. Fill out the new |QCP| form as " "follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:50 msgid "" "If the *Maintenance* app is installed, a :guilabel:`Device` field appears " "after selecting the *Take a Picture* check type. Use this field to specify a" " device that should be used to take quality check pictures. For information " "about managing devices in the *Maintenance* app, see the documentation on " ":ref:`adding new equipment " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:56 msgid "" "In the :guilabel:`Instructions` text field, enter instructions for how the " "picture should be taken." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "" "A Quality Control Point (QCP) form configured to create a Take a Picture " "quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:64 msgid "Process a Take a Picture quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:66 msgid "" "Once created, there are multiple ways that *Take a Picture* quality checks " "can be processed. If a quality check is assigned to a specific inventory, " "manufacturing, or work order, the check can be processed on the order " "itself. Alternatively, a check can be processed from the check's page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:73 msgid "" "To process a *Take a Picture* quality check from the check's page, begin by " "navigating to :menuselection:`Quality --> Quality Control --> Quality " "Checks`, and then select a quality check. Follow the " ":guilabel:`Instructions` for how to take the picture." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:77 msgid "" "After taking the picture, make sure it is stored on the device being used to" " process the quality check (computer, tablet, etc.). Then, click the " ":guilabel:`✏️ (pencil)` button in the :guilabel:`Picture` section to open " "the device's file manager. In the file manager, navigate to the picture, " "select it, and click :guilabel:`Open` to attach it." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "The edit button (pencil) on a Take a Picture quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:89 msgid "" "To process a *Take a Picture* quality check on an order, select a " "manufacturing order or inventory order (receipt, delivery, return, etc.), " "for which a check is required. Manufacturing orders can be selected by " "navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing" " Orders`, and clicking on an order. Inventory orders can be selected by " "navigating to :menuselection:`Inventory`, clicking the :guilabel:`# To " "Process` button on an operation card, and selecting an order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:100 msgid "" "Follow the instructions detailing how to take the picture, which are shown " "on the :guilabel:`Quality Check` pop-up window. After taking the picture, " "make sure it is stored on the device being used to process the quality check" " (computer, tablet, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:104 msgid "" "Then, click the :guilabel:`Take a Picture` button in the :guilabel:`Picture`" " section to open the device's file manager. In the file manager, navigate to" " the picture, select it, and click :guilabel:`Open` to attach it. Finally, " "click :guilabel:`Validate` on the :guilabel:`Quality Check` pop-up window to" " complete the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "" "A Take a Picture quality check pop-up window on a manufacturing or inventory" " order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:113 msgid "" "If a quality alert must be created, click the :guilabel:`Quality Alert` " "button that appears at the top of the manufacturing or inventory order after" " the check is validated. Clicking :guilabel:`Quality Alert` opens a quality " "alert form on a new page. For a complete guide on how to fill out quality " "alert forms, view the documentation on :ref:`quality alerts " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:122 msgid "" "When configuring a |QCP| that is triggered during manufacturing, a specific " "work order can also be specified in the :guilabel:`Work Order Operation` " "field on the |QCP| form. If a work order is specified, a *Take a Picture* " "quality check is created for that specific work order, rather than the " "manufacturing order as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:127 msgid "" "*Take a Picture* quality checks created for work orders must be completed " "from the tablet view. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select a manufacturing order that includes a work order for which a quality " "check is required. Open the tablet view for that work order by selecting the" " :guilabel:`Work Orders` tab, and then clicking the :guilabel:`📱 (tablet)` " "button on the order's line." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:133 msgid "" "With tablet view open, complete the steps listed on the left side of the " "screen until the *Take a Picture* quality check step is reached. Upon " "reaching the check, follow the instructions for how to take the picture, " "which appear at the top of the screen." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:137 msgid "" "After taking the picture, make sure it is stored on the device being used to" " process the work order (computer, tablet, etc.). Then, click the " ":guilabel:`Take a Picture` button to open the device's file manager. In the " "file manager, navigate to the picture, select it, and click :guilabel:`Open`" " to attach it. Finally, click :guilabel:`Validate` to complete the quality " "check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "A Take a Picture check for a manufacturing work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:146 msgid "" "If a quality alert must be created, do so by clicking the :guilabel:`☰ " "(three horizontal lines)` button in the tablet view, and selecting " ":guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window. A " ":guilabel:`Quality Alerts` pop-up window appears, from which a quality alert" " can be created. For a complete guide on how to fill out quality alert " "forms, view the documentation on :ref:`quality alerts " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:153 msgid "Review a picture attached to a check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:155 msgid "" "After a picture has been attached to a check, it can then be reviewed by " "quality team members or other users. To do so, navigate to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, and select " "a quality check to review." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:159 msgid "" "The attached picture appears in the :guilabel:`Picture` section of the " "quality check form. After reviewing the picture, click the :guilabel:`Pass` " "button if the check passes, or the :guilabel:`Fail` button if the check " "fails." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "A Take a Picture check with a picture attached." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management.rst:5 msgid "Quality control basics" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Create quality alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:7 msgid "" "Configuring quality control points is a great way to ensure that quality " "checks are performed at routine stages during specific operations. However, " "quality issues can often appear outside of these scheduled checks. Using " "Odoo *Quality*, users can create quality alerts for issues that are not " "detected by automated processes." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:13 msgid ":doc:`Add quality control points `" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:16 msgid "Find and fill out the quality alerts form" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:18 msgid "" "In some situations, it is necessary to manually create quality alerts within" " the *Quality* module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:21 msgid "" "A helpdesk user who is notified of a product defect by a customer ticket can" " create an alert that brings the issue to the attention of the relevant " "quality team." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:24 msgid "" "To create a new quality alert, start from the :menuselection:`Quality` " "module and select :menuselection:`Quality Control --> Quality Alerts --> " "Create`. The quality alert form can then be filled out as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:28 msgid "" ":guilabel:`Title`: choose a concise, yet descriptive title for the quality " "alert" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:29 msgid "" ":guilabel:`Product`: the product about which the quality alert is being " "created" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:30 msgid "" ":guilabel:`Product Variant`: the specific variant of the product that has " "the quality issue, if applicable" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:32 msgid ":guilabel:`Lot`: the lot number assigned to the product" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:33 msgid "" ":guilabel:`Work Center`: the work center where the quality issue originated" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:34 msgid "" ":guilabel:`Picking`: the picking operation during which the quality issue " "originated" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:35 msgid "" ":guilabel:`Team`: the quality team that will be notified by the quality " "alert" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:36 msgid "" ":guilabel:`Responsible`: the individual responsible for managing the quality" " alert" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:37 msgid "" ":guilabel:`Tags`: classify the quality alert based on user-created tags" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:38 msgid ":guilabel:`Root Cause`: the cause of the quality issue, if known" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:39 msgid "" ":guilabel:`Priority`: assign a priority between one and three stars to " "ensure more urgent issues are prioritized" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:42 msgid "" "The tabs at the bottom of the form can be used to provide additional " "information to quality teams:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:44 msgid "" ":guilabel:`Description`: provide additional details about the quality issue" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:45 msgid "" ":guilabel:`Corrective Actions`: the method for fixing affected products" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:46 msgid "" ":guilabel:`Preventive Actions`: procedures for preventing the issue from " "occurring in the future" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:48 msgid "" ":guilabel:`Miscellaneous`: the product vendor (if applicable), the company " "that produces the product, and the date assigned" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst-1 msgid "An example of a completed quality alert form." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:56 msgid "Add quality alerts during the manufacturing process" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:58 msgid "" "Odoo enables manufacturing employees to create quality alerts within a work " "order without accessing the *Quality* module. From the work order tablet " "view, click the :guilabel:` ☰ ` hamburger menu icon in the top left corner " "and select :guilabel:`Quality Alert`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst-1 msgid "Access the work order menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:66 msgid "" "The quality alert form can then be filled out as detailed in the previous " "section. After saving the form, a new alert will appear on the " ":guilabel:`Quality Alerts` dashboard that can be found through the " ":menuselection:`Quality --> Quality Control` menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:71 msgid "Manage existing quality alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:73 msgid "" "By default, quality alerts are organized in a kanban board view. The stages " "of the kanban board are fully configurable and alerts can be moved from one " "stage to the next by dragging and dropping or from within each alert. " "Additional options are available for viewing alerts, including graph, " "calendar, and pivot table views." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:79 msgid "" "Filter alerts based on diverse criteria like date assigned or date closed. " "Alerts can also be grouped by quality team, root cause, or other parameters " "found under the :guilabel:`Filters` button menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:3 msgid "Quality checks" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:8 msgid "" "Quality checks are manual inspections conducted by employees, and are used " "to ensure the quality of products. In Odoo, a quality check can be conducted" " for a single product, or multiple products within the same inventory " "operation or manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:12 msgid "" "Using a Quality Control Point (QCP), it is possible to create quality checks" " automatically at regular intervals. When quality checks are created by a " "|QCP|, they appear on a manufacturing or inventory order, where the employee" " processing the order will be prompted to complete them. For a full " "explanation of how to create and configure a |QCP|, see the documentation on" " :ref:`quality control points `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:18 msgid "" "While quality checks are most commonly created automatically by a |QCP|, it " "is also possible to manually create a single quality check. Creating a check" " manually is useful when an employee wants to schedule a quality check that " "will only occur once, or register a quality check that they conduct " "unprompted." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:24 msgid "Manual quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:26 msgid "" "To manually create a single quality check, navigate to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, and click " ":guilabel:`New`. On the quality check form, begin by selecting an option " "from the :guilabel:`Control per` drop-down menu:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:30 msgid "" ":guilabel:`Operation` requests a check for an entire operation (ex. delivery" " order) and all products within it." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:32 msgid "" ":guilabel:`Product` requests a check for every unit of a product that is " "part of an operation (ex. every unit of a product within a delivery order)." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:34 msgid "" ":guilabel:`Quantity` requests a check for every quantity of a product that " "is part of an operation (ex. one check for five units of a product within a " "delivery order). Selecting :guilabel:`Quantity` also causes a " ":guilabel:`Lot/Serial` drop-down field to appear, from which can be selected" " a specific lot or serial number that the quality check should be conducted " "for." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:39 msgid "" "Next, select an inventory operation from the :guilabel:`Picking` drop-down " "menu or a manufacturing order from the :guilabel:`Production Order` drop-" "down menu. This is necessary because Odoo needs to know for which operation " "the quality check is being conducted." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:43 msgid "" "If the quality check should be assigned to a specific |QCP|, select it from " "the :guilabel:`Control Point` drop-down menu. This is useful if the quality " "check is being created manually, but should still be recognized as belonging" " to a specific |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:47 msgid "Select a quality check type from the :guilabel:`Type` drop-down field:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:49 msgid "" ":guilabel:`Instructions` provides specific instructions for how to conduct " "the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:50 msgid "" ":guilabel:`Take a Picture` requires a picture to be attached to the check " "before the check can be completed." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:52 msgid "" ":guilabel:`Pass - Fail` is used when the product being checked must meet a " "certain criteria to pass the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:54 msgid "" "Selecting :guilabel:`Measure` causes a :guilabel:`Measure` input field to " "appear, in which a measurement must be entered before the check can be " "completed." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:56 msgid "" "Selecting :guilabel:`Worksheet` causes a :guilabel:`Quality Template` drop-" "down field to appear. Use it to select a quality worksheet that must be " "filled out to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:59 msgid "" "In the :guilabel:`Team` field, select the quality team that is responsible " "for the quality check. In the :guilabel:`Company` field, select the company " "that owns the product being inspected." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:62 msgid "" "On the :guilabel:`Notes` tab at the bottom of the form, enter any relevant " "instructions in the :guilabel:`Instructions` text entry box (ex. 'Attach a " "picture of the product'). In the :guilabel:`Notes` text entry box, enter any" " relevant information about the quality check (who created it, why it was " "created, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:67 msgid "" "Finally, if the check is being processed immediately, click the " ":guilabel:`Pass` button at the top left of the screen if the check passes, " "or the :guilabel:`Fail` button if the check fails." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst-1 msgid "A quality check form filled out for a Pass - Fail check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:75 msgid "Process quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:77 msgid "" "Quality checks can be processed directly on the quality check's page, or " "from a manufacturing or inventory order for which a check is required. " "Alternatively, if a quality check is created for a specific work order " "operation, the check is processed in the tablet view for the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:82 msgid "" "It is not possible to manually create a single quality check that is " "assigned to a specific work order operation. Quality checks for work order " "operations can only be created by a |QCP|. See the documentation on " ":ref:`Quality Control Points ` for information about how to configure a |QCP| that will create " "quality checks for a specific work order operation." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:89 msgid "Quality check page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:91 msgid "" "To process a quality check from the check's page, begin by navigating to " ":menuselection:`Quality --> Quality Control --> Quality Checks`, then select" " the check to process. Follow the instructions for how to complete the " "check, listed in the :guilabel:`Instructions` field of the :guilabel:`Notes`" " tab at the bottom of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:96 msgid "" "If the quality check passes, click the :guilabel:`Pass` button at the top of" " the page. If the check fails, click the :guilabel:`Fail` button, instead." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:100 msgid "Quality check on order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:102 msgid "" "To process a quality check on an order, select a manufacturing or inventory " "order (receipt, delivery, return, etc.), for which a check is required. " "Manufacturing orders can be selected by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "clicking on an order. Inventory orders can be selected by navigating to " ":menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on " "an operation card, and selecting an order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:108 msgid "" "On the selected inventory or manufacturing order, a purple " ":guilabel:`Quality Checks` button appears at the top of the order. Click the" " button to open the :guilabel:`Quality Check` pop-up window, which shows all" " of the quality checks required for that order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:112 msgid "" "Follow the instructions that appear on the :guilabel:`Quality Check` pop-up " "window. If a Pass - Fail check is being processed, complete the check by " "clicking :guilabel:`Pass` or :guilabel:`Fail` at the bottom of the pop-up " "window. For all other quality check types, a :guilabel:`Validate` button " "appears instead. Click it to complete the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst-1 msgid "The \"Quality Check\" pop-up window on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:122 msgid "Quality check on work order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:124 msgid "" "To process a quality check for a work order, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" " select a manufacturing order. Select the :guilabel:`Work Orders` tab, then " "click the :guilabel:`📱 (tablet)` tablet view button for the work order that " "requires the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:129 msgid "" "With tablet view open, complete the steps listed on the left side of the " "screen until the quality check step is reached, then follow the instructions" " at the top of the screen. If a Pass - Fail check is being processed, " "complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the " "top of the screen. For all other quality check types, a :guilabel:`Next` " "button appears instead. Click it to complete the check and move on to the " "next step of the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst-1 msgid "A quality check for a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:3 msgid "Quality control points" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:11 msgid "" "In Odoo, *quality control points* (QCPs), are used to automatically create " ":doc:`quality checks ` at predetermined intervals. |QCPs| " "can be configured to create quality checks for specific operations " "(manufacturing, delivery, etc.), as well as specific products within those " "operations." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:16 msgid "" "Using |QCPs| allows quality teams to ensure products are being regularly " "inspected for defects and other issues." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:20 msgid "Configure quality control points" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:22 msgid "" "To create a new |QCP|, navigate to :menuselection:`Quality --> Quality " "Control --> Control Points`, and then click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:25 msgid "" "Begin filling out the new |QCP| by entering a unique :guilabel:`Title` that " "makes the |QCP| easily identifiable." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:28 msgid "" "In the :guilabel:`Products` field, select one or more products the |QCP| " "should apply to. If the |QCP| should apply to an entire product category, " "select it in the :guilabel:`Product Categories` field." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:32 msgid "" "In the :guilabel:`Operations` field, select the operation(s) that should " "trigger the |QCP|. For example, selecting the :guilabel:`Manufacturing` " "option in the :guilabel:`Operations` field causes a quality check to be " "created for new manufacturing orders (MOs)." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:37 msgid "" "When creating a new |QCP|, at least one operation must be listed in the " ":guilabel:`Operations` field. However, the :guilabel:`Products` and " ":guilabel:`Product Categories` fields can be left blank. If they are left " "blank, the |QCP| generates quality checks for every instance of the " "specified operation(s)." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:42 msgid "" "If the :guilabel:`Manufacturing` operation is selected in the " ":guilabel:`Operations` field, a new field appears below it, titled " ":guilabel:`Work Order Operation`. From this field, select a specific work " "order to generate quality checks for that operation, rather than the " "manufacturing operation in general." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:47 msgid "" "For example, a |QCP| could be configured to create quality checks for the " "`Assembly` work order of the `Coffee Table` product. Then, if a new |MO| is " "confirmed for a `Coffee Table`, the |QCP| creates a quality check " "specifically for the `Assembly` operation." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:51 msgid "" "The :guilabel:`Control Per` field is set to one of three options that " "determine *when* a new quality check is created:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:54 msgid "" ":guilabel:`Operation`: one check is requested for the specified operation, " "as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:55 msgid "" ":guilabel:`Product`: one check is requested for each *unique* product " "included in the specified operation. For example, a delivery operation for " "one table and four chairs would generate two checks, since two *unique* " "products are included in the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:58 msgid "" ":guilabel:`Quantity`: a check is requested for a certain percentage of items" " within the specified operation. This percentage is set by enabling the " ":guilabel:`Partial Transfer Test` checkbox, and then entering a numerical " "value in the :guilabel:`Percentage` field that appears below. If the " "checkbox is not enabled, one quality check is created for the full quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:63 msgid "" "The :guilabel:`Control Frequency` field is set to one of three options that " "determine *how often* a new quality check is created:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:66 msgid "" ":guilabel:`All`: a quality check is requested every time the conditions of " "the |QCP| are met." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:67 msgid "" ":guilabel:`Randomly`: a quality check is randomly requested for a certain " "percentage of operations, which can be specified in the :guilabel:`Every #% " "of Transfers` field that appears below." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:70 msgid "" ":guilabel:`Periodically`: a quality check is requested once every set period" " of time, which is specified by entering a numerical value in the field " "below, and choosing either :guilabel:`Days`, :guilabel:`Weeks`, or " ":guilabel:`Months` as the desired time interval." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:74 msgid "" "In the :guilabel:`Type` field, specify the type of quality check that should" " be performed. The method for processing quality checks created by the |QCP|" " depends upon the type of quality check selected:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:78 msgid "" ":guilabel:`Instructions` checks provide specific instructions for how to " "complete the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:80 msgid "" ":guilabel:`Take a Picture` checks require a picture of the product be " "uploaded for later review by the assigned quality team." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:82 msgid "" ":guilabel:`Register Production` checks prompt manufacturing employees to " "confirm the quantity of the product that was produced during the " "manufacturing operation." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:84 msgid "" ":guilabel:`Pass - Fail` checks specify a criterion that products must meet " "for the check to pass." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:85 msgid "" ":guilabel:`Measure` checks prompt employees to record a measurement of the " "product that must be within a tolerance of a norm value for the check to " "pass." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:87 msgid "" ":guilabel:`Worksheet` checks provide an interactive worksheet that must be " "filled out by the employee processing the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:91 msgid "" "An *Instructions* check is the same as a step on a work order for an MO." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:93 msgid "" "When a step is added to a work order, Odoo stores it in the Quality app as a" " |QCP|. It is possible to manually create a |QCP| with the *Instructions* " "check type, and even assign it to an operation other than manufacturing, " "like receipts." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:97 msgid "" "However, when creating a control point specifically for quality control " "purposes, using a different check type is probably more effective." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:100 msgid "" "In the :guilabel:`Team` field, specify the quality team that is responsible " "for managing the |QCP|, and the quality checks it creates. If a specific " "quality team member is responsible for the |QCP|, select them in the " ":guilabel:`Responsible` field." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:104 msgid "" "The :guilabel:`Step Document` field has two options that specify the " "location of an instructional document detailing how to complete the quality " "checks created by the |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:107 msgid "" "Select :guilabel:`Specific Page of Operation Worksheet` if the document is " "included with the instructional worksheet for the work order, then enter the" " page number in the :guilabel:`Worksheet Page` field that appears below." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:111 msgid "" "Select :guilabel:`Custom` if the document should be included in the " ":guilabel:`Instructions` tab at the bottom of the |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:114 msgid "" "In the :guilabel:`Instructions` tab at the bottom of the form, enter " "instructions for how to complete the quality checks created by the |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:117 msgid "" "If the :guilabel:`Custom` option was selected in the :guilabel:`Step " "Document` field above, a document can be attached in this tab. To do so, " "either select the :guilabel:`Upload your file` button to open the device's " "file manager, and then select a file, or add a link to a Google Slides " "document in the :guilabel:`Google Slide Link` field." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:122 msgid "" "In the :guilabel:`Message If Failure` tab, include instructions for what to " "do if the quality check fails. For example, instruct the employee processing" " the quality check to create a :doc:`quality alert `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:126 msgid "" "The :guilabel:`Notes` tab is used to provide additional information about " "the |QCP|, like the reason it was created. The information entered in this " "tab is **not** shown to employees processing the quality checks created by " "the |QCP|." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst-1 msgid "" "A QCP configured to create Pass - Fail checks for a work order operation." msgstr ""