# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Edi Santoso , 2024 # Tiffany Chang, 2024 # Wil Odoo, 2025 # Abe Manyo, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Abe Manyo, 2025\n" "Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: id\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/inventory_and_mrp.rst:5 msgid "Supply Chain" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode.rst:8 msgid "Barcode" msgstr "Barcode" #: ../../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:184 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 "" "*Barcode nomenclatures* define how barcodes are recognized and categorized. " "When a barcode is scanned, it is associated to the **first** rule with a " "matching pattern. The pattern syntax is described in Odoo's nomenclature " "list using a regular expression, and a barcode is successfully read by Odoo " "if its prefix and/or length matches the one defined in the barcode's rule." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:15 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:22 msgid "" "Barcodes are also commonly used with Odoo's **Inventory** and **Barcode** " "apps." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:24 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:41 #: ../../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:20 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:44 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:20 #: ../../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_delivery_one_step.rst:20 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:34 #: ../../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/daily_operations/use_routes.rst:96 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:21 #: ../../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:36 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:36 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:17 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:19 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:15 #: ../../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:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:104 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:57 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:15 #: ../../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:22 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:52 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:24 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:30 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:23 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:40 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:26 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:17 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:20 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:19 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:31 #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:19 msgid "Configuration" msgstr "Konfigurasi" #: ../../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 "Aturan nama" #: ../../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 "Pola Barcode" #: ../../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 "Tipe" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:188 msgid "Encoding" msgstr "Enkode" #: ../../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 "Harga Produk" #: ../../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 "Produk Diskon" #: ../../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 "Banyak" #: ../../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 "Produk Ditimbang" #: ../../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 "Klien" #: ../../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 "Kasir" #: ../../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 "Lokasi " #: ../../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 "Kemasan" #: ../../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 "Lot" #: ../../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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:39 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:40 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:41 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 "Kartu Kredit" #: ../../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 "Barcode Produk" #: ../../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 "Produk Satuan" #: ../../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 "Tipe Konten 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 "Kemasan" #: ../../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 "Lokasi tujuan" #: ../../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 "Sumber lokasi" #: ../../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 "Nomor seri" #: ../../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 "" #: ../../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 "Tanggal" #: ../../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 "Bagus sebelum tanggal" #: ../../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 "Tanggal Kedaluwarsa" #: ../../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 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:80 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:144 msgid "Quantity" msgstr "Kuantitas" #: ../../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 "Ukur" #: ../../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 "Tipe paket" #: ../../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 "Nama" #: ../../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 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:22 msgid "Product" msgstr "Produk" #: ../../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 "Nomor Lot" #: ../../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/process_transfers.rst:3 msgid "Process batch transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:5 msgid "" "The Odoo **Barcode** app can be used to process *Batch*, *Wave*, and " "*Cluster* transfers that are created in the **Inventory** app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:9 msgid "" "This document covers the steps to process transfers in the **Barcode** app. " "Instructions on creating transfers can be found below:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:12 msgid ":doc:`../../inventory/shipping_receiving/picking_methods/batch`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:13 msgid ":doc:`../../inventory/shipping_receiving/picking_methods/wave`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:14 msgid ":doc:`../../inventory/shipping_receiving/picking_methods/cluster`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:17 msgid "Process the batch" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:19 msgid "" "First, navigate to :menuselection:`Barcode app --> Operations` and select an" " operation type (like delivery orders) grouped into batches. From here, " "select the card for the appropriate batch transfer, and click the " ":guilabel:`BATCH` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst-1 msgid "The Delivery Orders page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:26 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/barcode/operations/process_transfers.rst:29 msgid "" "Then, follow the prompt to :guilabel:`Scan the source location` barcode for " "the storage location of the first product. Scan the barcode for the product " "and package to process the transfer. To record multiple quantities, click " "the :icon:`fa-pencil` :guilabel:`(edit)` icon, and enter the required " "quantities for the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:34 msgid "" "Repeat this for all products, and click the :guilabel:`Validate` button to " "mark the transfer as :guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/process_transfers.rst:38 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/barcode/operations/process_transfers.rst:42 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/barcode/operations/process_transfers.rst:46 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/barcode/operations/process_transfers.rst:50 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/barcode/operations/process_transfers.rst:0 msgid "Products to be picked in barcode view." 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:215 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 "" ":ref:`Connect to the Barcode Lookup database ` " "to quickly create new products by scanning their barcodes during internal " "transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:178 msgid "Create a transfer from scratch" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/transfers_scratch.rst:180 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:186 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:195 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:198 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:200 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:204 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:207 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:211 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:221 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 "Setup" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:3 msgid "Barcode device troubleshooting" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:5 msgid "" "Odoo *Barcode* supports three main types of barcode scanners: USB scanners, " "bluetooth scanners, and mobile computer scanners. While configuring each " "type of scanner, common issues may arise, in which the scanners do not work " "as intended, and Odoo returns errors to the device." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:9 msgid "" "Read the sections below to identify general and unique device issues, " "related to specific, popular types of scanners." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:13 msgid "General issues" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:15 msgid "" "Refer to the following sections below for common issues involving popular " "barcode scanner devices." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:17 msgid "" "For issues related to specific devices, refer to the :ref:`Android scanners " "` section for mobile computer scanners, or " "to the :ref:`Screenless scanners ` " "section for USB and bluetooth scanners." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:22 msgid "Barcode cannot be read" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:24 msgid "" "One common issue encountered when using barcode scanners is an error " "resulting from barcodes that cannot be read." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:27 msgid "This can occur due to any of the following reasons:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:29 msgid "The barcode is damaged." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:30 msgid "" "The device cannot read the required barcode type (some scanners can only " "read 2D barcodes)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:31 msgid "" "The barcode being scanned is on a screen. Some scanners don't support this, " "and the barcodes **must** be printed out to be scanned. This is most common " "with 1D barcodes." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:33 msgid "" "The device has no battery, or is broken. To rule this out, follow the " "troubleshooting instructions in the following sections." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:37 msgid "Odoo returns barcode error" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:39 msgid "" "All types of barcode scanners have their own device \"language\", which " "affects how they output barcode data to Odoo's *Barcode* app. Sometimes, " "this can cause Odoo *Barcode* to return a barcode error after scanning. This" " could be due to any of the following reasons:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:43 msgid "" "The computer is configured with a different keyboard layout than the barcode" " scanner. To rule this out, ensure that the device is configured with the " "same keyboard layout." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:46 msgid "" "For example, if the computer is configured to use an FR-BE keyboard, " "configure the scanner to send FR-BE keystrokes. The same logic applies if " "using a tablet instead of a computer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:49 msgid "" "For more information on configuring keystrokes, refer to the :doc:`Barcode " "scanner setup ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:51 msgid "" "For mobile computer scanners (such as Zebra devices, for example), the " "scanner might interpret the barcode differently than intended. To rule this " "out, scan a test barcode to see how the scanner interprets the barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:58 msgid "Android scanners" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:60 msgid "" "The most recent barcode scanner models using Android and Google Chrome " "should work with Odoo. However, due to the variety of models and " "configurations, it is recommended to first test a scanner's compatibility " "with Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:64 msgid "" "The Zebra product line is recommended; specifically, the **Zebra TC21 (WiFi-" "only)**, and **Zebra TC26 (WiFi/cellular)**." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:68 msgid "" "`Odoo Inventory & Barcode compatible hardware " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:71 msgid "Barcode app does not give feedback" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:73 msgid "" "By default, Android barcode scanners pre-process the barcode, then send a " "full text. Since Odoo *Barcode* does not read this type of output, settings " "for each type of scanner **must** be configured correctly." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:77 msgid "" "Odoo *Barcode* expects that the scanner works like an analogue keyboard, and" " so, only detects *key events*. Refer to the following sections for " "configuration settings for the most popular devices." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:81 msgid "Zebra TC21/TC26" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:83 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:76 msgid "" "When using Zebra scanners, ensure the following keystroke configurations are" " set to prevent errors." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:85 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:78 msgid "" "Begin on the Zebra scanner's home screen, and select the " ":guilabel:`DataWedge` app (the app is represented by a :guilabel:`(light " "blue barcode)` icon)." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:88 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:81 msgid "" "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/device_troubleshooting.rst:91 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:92 msgid "" "Once the profile is selected, 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/device_troubleshooting.rst-1 #: ../../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/device_troubleshooting.rst:98 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:99 msgid "" "Once that option is enabled, go back to the :guilabel:`Profile` options " "page, and go to the :guilabel:`Keystroke output` section. Then, open the " ":guilabel:`Key event options` submenu. Under :guilabel:`Characters`, ensure " "the :guilabel:`Send Characters as Events` option is checked." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:103 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:104 msgid "" "The :guilabel:`Send Characters as Events` option **must** be checked on the " "Zebra scanner, or Odoo **cannot** recognize the barcodes that are scanned." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:106 msgid "" "Once the above steps have been taken, perform a test scan to ensure the " "Zebra scanner is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:110 msgid "MUNBYN Android devices" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:112 msgid "" "When using MUNBYN Android scanners, ensure the following configurations are " "set to prevent errors." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:114 msgid "" "From the device's home screen, click :menuselection:`AppSettings`. On the " "resulting page, locate the :guilabel:`Process mode` section, and select " ":guilabel:`Keyboard input`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst-1 msgid "Process mode section on MUNBYN scanner's AppSettings page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:122 msgid "" "The selected *Process mode* controls how data is processed after barcode " "data has been read out." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:124 msgid "" "*Keyboard input* enters read-out data at the position of the cursor, the " "same as input data on an analogue keyboard would." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:127 msgid "" "Once the above steps have been taken, perform a test scan to ensure the " "MUNBYN Android scanner is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:130 msgid "Why is there no data output in the app after a successful scan?" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:132 msgid "" "When scanning a barcode, the scanner might beep, indicating a successful " "scan, but there is no data output in the app." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:135 msgid "" "To fix this issue, adjust the output method to *keyboard analogue* in the " "*Scanner* app on the device." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:138 msgid "" "From the device's home screen, click :menuselection:`Scanner App --> " "Settings`. From the :guilabel:`Settings` page, click :guilabel:`Output " "Mode`. The resulting pop-up window presents the different output options " "available to users. Select :guilabel:`Keyboard Mode`, then click " ":guilabel:`OK`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst-1 msgid "Output mode pop-up window on MUNBYN scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:147 msgid "" "Go back to the app that needs to be scanned, and click on the input dialog " "box first before scanning. Finally, perform a test scan to ensure the MUNBYN" " Android scanner is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:152 msgid "Datalogic Android devices" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:154 msgid "" "When using Datalogic Android scanners, ensure the following configurations " "are set to prevent errors." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:157 msgid "" "To view and configure all settings for the scanner, use the *Settings* app " "on the Datalogic Android device. From the applications menu, select " ":menuselection:`Settings --> System --> Scanner Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:161 msgid "" "From the resulting list of settings, select :guilabel:`Wedge`. From this " "menu, under the :guilabel:`Keyboard wedge` section, ensure that the " ":guilabel:`Enable keyboard wedge` feature is activated." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:165 msgid "" "Then, also under the :guilabel:`Keyboard wedge` section, locate the " ":guilabel:`Keyboard wedge input mode` option. By default, the input mode is " "set to :guilabel:`Text injection`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst-1 msgid "Wedge configuration menu on Datalogic scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:172 msgid "" "Click :guilabel:`Keyboard wedge input mode`, and change the setting to " ":guilabel:`Key pressure`. This ensures that scanned barcodes are translated " "into keyboard strokes, instead of being injected into the text area." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst-1 msgid "Keyboard wedge input mode selection on Datalogic scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:180 msgid "" "Once all those steps have been taken, perform a test scan to ensure the " "Datalogic Android scanner is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:186 msgid "Screenless scanners" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:188 msgid "" "Screenless scanners are barcode scanning devices that have no screens. These" " include USB scanners and bluetooth scanners." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:192 msgid "" "Odoo supports most USB and Bluetooth barcode scanners, as they all emulate a" " keyboard. However, to verify that a scanner is compatible with a specific " "keyboard layout (or can be configured to do so), refer to Odoo's `Inventory " "& Barcode compatible hardware `_ documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:198 msgid "NETUM devices" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:200 msgid "" "By default, the NETUM barcode scanner's user manual only shows the French " "keyboard configuration. To use the Belgian keyboard, scan the code below:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst-1 msgid "Belgian FR key barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:207 msgid "" "Once that code has been scanned, ensure the NETUM scanner has the correct " "keyboard configuration, and is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:211 msgid ":doc:`../setup/hardware`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/device_troubleshooting.rst:212 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:165 msgid ":doc:`../setup/software`" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:3 msgid "Barcode scanner setup" 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-1 msgid "An image of an example barcode scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:15 msgid "Scanner types" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:17 msgid "" "Before setting up a barcode scanner, it is important to determine which type" " of scanner best meets the needs of the business. There are three main types" " of scanners that can be used with Odoo, each with their own benefits and " "use cases:" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:21 msgid "" "**USB scanners** are connected to a computer, and are suitable for " "businesses that scan products at a fixed location, like at the checkout line" " in a grocery store." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:23 msgid "" "**Bluetooth scanners** pair with a smartphone or tablet, making them both a " "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:26 msgid "" "**Mobile computer scanners** are mobile devices with a built-in barcode " "scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:29 msgid "" "If using a USB scanner, ensure the scanner is compatible with the keyboard " "layout of the computer." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:32 msgid "" "If using a mobile computer scanner, 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:38 msgid "" "`Odoo Inventory & Barcode • Compatible Hardware " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:43 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:47 msgid "Keyboard layout" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:49 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:53 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:60 msgid "Example of a user manual for keyboard layout." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:60 msgid "" "Examples of keyboard language settings in the Zebra scanner user manual." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:63 msgid "Automatic carriage return" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:65 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:70 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:74 msgid "Zebra scanner" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:85 msgid "" "It is **not** suggested to use the \"DWDemo\" profile, as it does not work " "properly in every circumstance." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:88 msgid "" "Instead, it is recommended to create a new, personal profile. Once a new " "profile is created, add the *Odoo Mobile* app and *Google Chrome* app in the" " :guilabel:`Associated Apps` on the scanner's home screen." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:107 msgid "" "Once all those steps have been taken, perform a test scan to ensure the " "Zebra scanner is working properly, as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:111 msgid "Honeywell mobile computer scanner" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:113 msgid "" "When using Honeywell scanners, follow the instructions below to ensure " "barcodes can be scanned in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:116 msgid "" "Begin on the Honeywell scanner's home screen, and select " ":guilabel:`Settings`, represented by a :guilabel:`⚙️ (gear)` icon. Then, " "click :guilabel:`Honeywell Settings`, followed by :guilabel:`Scanning`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:120 msgid "" "From here, click :guilabel:`Internal Scanner`, followed by " ":guilabel:`Default Profile`. From the resulting list of options, select " ":guilabel:`Data Processing Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:123 msgid "" "The :guilabel:`Data Processing Settings` specify how barcode data is " "processed by the computer. Locate the :guilabel:`Wedge Method` setting. By " "default, this is set to :guilabel:`Standard`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst-1 msgid "Data processing settings options for Honeywell scanner." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:130 msgid "Change the :guilabel:`Wedge Method` setting to :guilabel:`Keyboard`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:132 msgid "" "After completing the steps, conduct a test scan to verify the Honeywell " "scanner is working as intended." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:136 msgid "Cipherlab mobile computer scanner" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:138 msgid "" "When using Cipherlab scanners, follow the instructions below to ensure " "barcodes can be scanned in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:141 msgid "" "Begin on the Cipherlab scanner's home screen, and navigate to the " ":menuselection:`App Drawer (All Applications)`. Then, click the " ":guilabel:`ReaderConfig` app, represented by an orange :guilabel:`⚙️ (gear)`" " icon over a blue :guilabel:`(barcode)` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:145 msgid "" "Next, select the :guilabel:`Default Profile`, or create a new profile, if " "needed." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:147 msgid "" "Under the :guilabel:`General Settings`, click :guilabel:`Data Output`, " "followed by :guilabel:`Keyboard Emulation`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst-1 msgid "Cipherlab scanner data output setting page." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:154 msgid "" "By default, the :guilabel:`Input Method`, under :guilabel:`Keyboard " "Emulation`, is set to :guilabel:`Default Mode`. Change this setting to " ":guilabel:`KeyEvent`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst-1 msgid "Cipherlab scanner keyboard emulation settings." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:161 msgid "" "After completing the steps, conduct a test scan to verify the Cipherlab " "scanner is working as intended." 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/barcode/setup/software.rst:84 msgid "Barcode Lookup" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:86 msgid "" "`Barcode Lookup `_ allows you to scan (or " "enter) products' barcodes (:abbr:`UPC (Universal Product Code)`, :abbr:`EAN " "(European Article Number)`, or :abbr:`ISBN (International Standard Book " "Number)`) to automatically create them in your Odoo database, complete with " "product names, descriptions, images, categories, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:91 msgid "" "To use Barcode Lookup to scan and create products in Barcode, go to " ":menuselection:`Inventory --> Configuration --> Settings`, scroll down to " "the :guilabel:`Barcode` section, and enable :guilabel:`Stock Barcode " "Database`." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:96 msgid "" "If your database is hosted on **Odoo.sh** or **on-premise**, you must also " ":ref:`configure an API key `. If your database " "is hosted on **Odoo Online**, you can use Barcode Lookup without further " "configuration." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:187 msgid "Inventory" msgstr "Stok Persediaan" #: ../../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 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:35 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:51 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:53 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 "Perbandingan" #: ../../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 "Feature" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:41 msgid "Unit of measure" msgstr "Satuan ukuran" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:3 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:303 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:99 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:159 msgid "Packages" msgstr "Kemasan" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:44 msgid "Purpose" msgstr "Purpose" #: ../../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 "Fleksibel" #: ../../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 "Tidak tersedia" #: ../../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 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:30 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 "" #: ../../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 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:280 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/package.rst:202 msgid "View packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:204 msgid "" "To view all packages go to :menuselection:`Inventory app --> Products --> " "Packages`. By default, packages are shown in Kanban view, in their current " "storage location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:208 msgid "Drag-and-drop packages to move them between internal locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst-1 msgid "Packages dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:7 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:10 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:15 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:22 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:33 msgid "Create packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:35 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:39 msgid "From product form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:41 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:44 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:47 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:49 msgid "" ":guilabel:`Contained quantity` (required): amount of product in the " "packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:50 msgid "" ":guilabel:`Unit of Measure` (required): measurement unit for quantifying the" " product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:51 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:52 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:55 msgid "" "Access additional fields in the :guilabel:`Packaging` table below by " "clicking the |adjust| 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:59 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:61 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:65 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:74 msgid "From product packagings page" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:76 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:82 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:91 msgid "Partial reservation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:93 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:98 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:101 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:105 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:115 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:117 msgid "a product is sold in twelve units per packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:118 msgid "an order demands two packagings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:119 msgid "there are only twenty-two units in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:121 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:124 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:128 msgid "Apply packagings" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:130 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:135 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/packaging.rst:144 msgid "Routes for packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:146 msgid "" "When receiving packagings, by default, they follow the warehouse's " ":doc:`configured reception route " "<../../shipping_receiving/daily_operations>`. To **optionally** set up a " "packaging-specific route, go to :menuselection:`Inventory app --> " "Configuration --> Routes`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:151 msgid "" "The *Product Packagings*, *Storage Locations*, and *Multi-Step Routes* " "features (found by going to :menuselection:`Inventory app --> Configuration " "--> Settings`) **must** be activated, and saved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:156 msgid ":doc:`../../shipping_receiving/daily_operations/use_routes`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:159 msgid "Create route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:161 msgid "" "On the :guilabel:`Routes` page, click :guilabel:`New`, or select a route " "that is **not** for a warehouse. Next, in the :guilabel:`Applicable on` " "section, tick the :guilabel:`Packagings` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:168 msgid "Create route for a packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:168 msgid "" "Route with \"Packagings\" selected, with \"Products\" and \"Warehouses\" not" " selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:173 msgid "Apply route on packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:175 msgid "" "Then, to apply the route, go to :menuselection:`Inventory app --> Products " "--> Products`, and select the product that uses packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:178 msgid "" "In the product form, switch to the :guilabel:`Inventory` tab. In the " ":guilabel:`Packaging` section that contains :ref:`configured packagings " "`, click the |adjust| icon. " "Tick the :guilabel:`Routes` checkbox to make the column visible in the " ":guilabel:`Packaging` table." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:183 msgid "" "In the :guilabel:`Routes` field, select the packaging-specific route. Repeat" " these steps for all packaging intended to use the route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst-1 msgid "Set route on a packaging." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:3 msgid "Product type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:7 msgid "" "In Odoo, goods and services are both set up as *products*. When setting up a" " new product, there are several fields that should be carefully chosen, as " "they determine how to invoice and track a business' goods or services." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:11 msgid "" "To configure an existing product, go to :menuselection:`Inventory app --> " "Products --> Products`, and select the desired product from the list. " "Alternatively, from the :guilabel:`Products` menu, click :guilabel:`New` to " "create a new product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:16 msgid "" "`Odoo Tutorials: Product Type " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:21 msgid "For sale vs. purchase" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:23 msgid "" "Goods and services can be designated as those that can be bought, sold, or " "both. On the product form, tick the :guilabel:`Sales` checkbox if a product " "can be *sold* to a customer (e.g. finished goods). Tick :guilabel:`Purchase`" " if the product can be *purchased* (e.g. raw materials)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:28 msgid "" "If a resale clothing shop buys discounted denim jackets and sells them at a " "higher cost to the end consumer, the `Jacket` product form might have *both*" " the :guilabel:`Sales` and :guilabel:`Purchase` checkbox ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:32 msgid "" "On the other hand, say the store occasionally sews new jackets using denim " "and thread as raw materials. In the `Denim` and `Thread` product forms, only" " :guilabel:`Purchase` should be ticked, whereas the `Handmade Jacket` " "product form would only tick :guilabel:`Sales`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:37 msgid "Goods vs. services" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:39 msgid "" "When configuring a product, a :guilabel:`Product Type` needs to be selected " "on the :guilabel:`General Information` tab of a product form. Each product " "type impacts different operations in other Odoo applications, such as " "**Sales** and **Purchase**, and should be chosen carefully." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:44 msgid "" ":guilabel:`Goods`: a tangible, material object (e.g. anything from a " "hamburger to a house)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:45 msgid "" ":guilabel:`Service`: an intangible, immaterial offering (e.g., a repair, a " "haircut, call center assistance)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:47 msgid "" ":guilabel:`Combo`: any mix of goods and services (e.g. a new car (*good*) " "with an oil change included (*service*))" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:51 msgid "" "Due to their immaterial nature, services are not trackable in Odoo's " "**Inventory** application." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:56 msgid "Configure goods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:58 msgid "" "Selecting :guilabel:`Goods` as the :guilabel:`Product Type` automatically " "triggers the appearance of a few fields and tabs in the product form:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:61 msgid "" ":guilabel:`Inventory` tab: From here, :doc:`purchasing and manufacturing " "routes <../../shipping_receiving/daily_operations/use_routes>` and product " "logistics, such as product weight and customer lead time, can be specified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:64 msgid "" ":ref:`Invoicing Policy ` " "field: This field determines at what point in the sales process a customer " "is invoiced." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:68 msgid "" "The :guilabel:`Invoicing Policy` field **only** appears if the **Sales** app" " is installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:70 msgid "" ":ref:`Track Inventory ` " "field: This checkbox determines whether Odoo tracks inventory for this " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:72 msgid "" "Smart buttons: Some smart buttons appear above the form when " ":guilabel:`Goods` is selected; others show upon selecting a :guilabel:`Track" " Inventory` method. For example, :guilabel:`On Hand` and " ":guilabel:`Forecasted` display when :guilabel:`Track Inventory` is ticked. " "In general, most smart buttons on a product form link to :ref:`inventory " "operations `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst-1 msgid "Designate a product as a good or service." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:84 msgid "Invoicing policy" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:86 msgid "" "The :guilabel:`Invoicing policy` field only shows on the product form if a " "product is for sale (in other words, if :guilabel:`Sales` is ticked, and the" " **Sales** app is installed)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:89 msgid "" "When configuring a product for sale, it is necessary to choose an " ":doc:`invoicing policy " "<../../../../sales/sales/invoicing/invoicing_policy>`. When an invoicing " "policy of :guilabel:`Ordered quantities` is selected, customers are invoiced" " once the sales order is confirmed. When :guilabel:`Delivered quantities` is" " selected, customers are invoiced once the delivery is completed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:98 msgid "Tracked vs. untracked goods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:100 msgid "" "The :guilabel:`Track Inventory` field on the product form determines a lot " "of Odoo's **Inventory** operations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:103 msgid "" "*Tracked* products are those for which stock and inventory are maintained. " "Examples include finished goods and, often, the raw materials or components " "needed to make them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:106 msgid "" "When :guilabel:`Track Inventory` is ticked, a drop-down menu appears, " "offering for inventory to be tracked one of three ways: :guilabel:`By Unique" " Serial Number`, :guilabel:`By Lots`, or :guilabel:`By Quantity`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst-1 msgid "Configure a tracked good." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:113 msgid "" "*Untracked* products (sometimes referred to as *non-inventory* products) are" " typically consumed in a short period of time, meaning that stock/inventory " "does *not* need to be maintained. Non-inventory products are often " "essential, but exact counts are unnecessary. Examples include: office " "supplies, packaging materials, or items used in production that do not need " "to be individually tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:119 msgid "" "Tick the :guilabel:`Track Inventory` checkbox if it is necessary to track a " "product's stock at various locations, for inventory valuation, with lots " "and/or serial numbers, or when using reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:124 msgid "" ":doc:`Tracking storable products using lot and serial numbers " "<../product_tracking>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:129 msgid "Inventory operations by product type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:131 msgid "" ":ref:`Whether a good is tracked or untracked " "` affects common " "**Inventory** operations, like transfers and reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:134 msgid "" "The table below summarizes which operations (and smart buttons) are enabled " "for tracked vs. untracked goods. Click highlighted chart items to navigate " "to detailed sections and related documents." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:142 msgid "Inventory operation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:143 msgid "Tracked" msgstr "Dilacak" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:144 msgid "Untracked" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:145 msgid ":ref:`Show on-hand quantity `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:146 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:149 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:152 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:155 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:156 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:158 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:162 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:163 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:165 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:168 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:171 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:172 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:174 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:177 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:178 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:180 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:181 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:183 msgid "Yes" msgstr "Ya" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:147 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:150 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:153 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:159 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:166 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:169 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:175 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:184 msgid "No" msgstr "Tidak" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:148 msgid ":ref:`Show forecasted quantity `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:151 msgid "" ":ref:`Use reordering rules `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:154 msgid "" ":ref:`Can be included in a purchase order `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:157 msgid ":ref:`Use putaway rules `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:160 msgid "" ":ref:`Can be manufactured, subcontracted, or used in another good's BoM " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:164 msgid "" ":doc:`Use inventory adjustments " "<../../warehouses_storage/inventory_management/count_products>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:167 msgid "" ":doc:`Use inventory valuation " "<../inventory_valuation/using_inventory_valuation>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:170 msgid ":ref:`Create transfer `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:173 msgid ":doc:`Use lot/serial number tracking <../product_tracking>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:176 msgid "" ":doc:`Can be placed in a kit " "<../../../manufacturing/advanced_configuration/kit_shipping>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:179 msgid "" ":ref:`Can be placed in a package `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:182 msgid "" ":ref:`Appears on inventory reports `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:192 msgid "On-hand and forecasted quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:194 msgid "" "A tracked product's on-hand and forecasted quantities, based on incoming and" " outgoing orders, are reflected on the product form with two smart buttons:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:197 msgid "" ":icon:`fa-cubes` :guilabel:`On-Hand Quantity`: This represents the number of" " units currently available in inventory. Click the button to view or add " "stock levels for a tracked product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:199 msgid "" ":icon:`fa-area-chart` :guilabel:`Forecasted`: This represents the number of " "units *expected* to be available in inventory after all orders are taken " "into account. In other words, :math:`\\text{forecasted} = \\text{on hand " "quantity} + \\text{incoming shipments} - \\text{outgoing shipments}`. Click " "the button to view the :guilabel:`Forecasted Report`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:204 msgid "" "On the other hand, untracked products are regarded as *always* available. " "Consequently, :guilabel:`On-Hand Quantity` is not tracked, and there is no " ":guilabel:`Forecasted` quantity available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:211 msgid "Putaway rules and storage" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:213 msgid "Both tracked and untracked goods can optimize storage using:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:215 msgid "" ":icon:`fa-random` :doc:`Putaway Rules " "<../../shipping_receiving/daily_operations/putaway>`: This represents " "putaway rules that apply to a good, such as where to store it when a new " "shipment arrives." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:218 msgid "" ":icon:`fa-cubes` :doc:`Storage Capacities " "<../../shipping_receiving/daily_operations/storage_category>`: This " "represents any storage capacity limitations specified for this good. For " "example, a warehouse may require that only ten (or less) sofas be stored " "there at any given time, due to their large size." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:227 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:133 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:6 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:169 msgid "Replenishment" msgstr "Replenishment" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:230 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:3 msgid "Reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:232 msgid "" "Only tracked products can trigger :doc:`reordering rules " "<../../warehouses_storage/replenishment/reordering_rules>` to generate " "purchase orders. Untracked goods *cannot* be managed using reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:236 msgid "" "Reordering rules can be configured directly on the product form via the " ":icon:`fa-refresh` :guilabel:`(refresh)` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:240 msgid "" "If reordering rules already exist on a product, Odoo re-labels this button " "to :guilabel:`Min / Max`, to show the minimum and maximum number of units " "that must be in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:246 msgid "Create purchase orders" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:248 msgid "" "Both tracked and untracked products can be included in a request for " "quotation in the **Purchase** app. However, when receiving untracked " "products, their on-hand quantity does not change upon validating the receipt" " (`WH/IN`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:253 msgid "Replenish smart button" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:255 msgid "" "The :guilabel:`Replenish` smart button allows all goods to be restocked " "directly from the product form, according to the *Preferred Route*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:259 msgid "" ":doc:`Replenishment <../../warehouses_storage/replenishment>` `Odoo " "Tutorials: Replenishment Methods for Manufacturing " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:266 #: ../../content/applications/inventory_and_mrp/manufacturing.rst:7 msgid "Manufacturing" msgstr "Produksi" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:268 msgid "" "Both tracked and untracked products can be manufactured, :doc:`subcontracted" " <../../../manufacturing/subcontracting>`, or included in another product's " ":doc:`bill of materials (BoM) " "<../../../manufacturing/basic_setup/bill_configuration>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:274 msgid "" "On the product form for a tracked or untracked good, there are several smart" " buttons that may appear for manufacturing operations:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:277 msgid "" ":icon:`fa-flask` :guilabel:`Bill of Materials`: This shows the BoMs used to " "make this product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:278 msgid "" ":icon:`fa-level-up` :guilabel:`Used In`: This shows other goods that include" " this product in their BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:284 msgid "Transfer goods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:286 msgid "" "*Transfers* are warehouse operations that involve the movement of goods. " "Examples of transfers include :doc:`deliveries and receipts " "<../../shipping_receiving/daily_operations/receipts_delivery_one_step>`, as " "well as :doc:`internal transfers " "<../../warehouses_storage/replenishment/resupply_warehouses>` between " "warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:292 msgid "" "When creating a transfer for tracked products in the **Inventory** app, " "transfers modify the on-hand quantity at each location. For example, " "transferring five units from the internal location `WH/Stock` to `WH/Packing" " Zone` decreases the recorded quantity at `WH/Stock` and increases it at " "`WH/Packing Zone`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:297 msgid "" "For untracked products, transfers can be created, but exact quantities at " "each storage location are not tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:305 msgid "" "Both tracked and untracked (non-inventory), products can be placed in " ":doc:`packages `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:307 msgid "" "However, for non-inventory products, the quantity is not tracked, and the " "product is not listed in the package's :guilabel:`Contents` (which can be " "accessed by going to :menuselection:`Inventory app --> Products --> " "Packages`, and selecting the desired package)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:314 msgid "Show Packages page, containing the package contents list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:314 msgid "" "An untracked product was placed in the package, but the **Content** section " "does not list it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:316 msgid "" "Additionally, if the *Move Entire Packages* feature is enabled, moving a " "package updates the location of the contained tracked products but not the " "contained untracked products. To enable this feature, navigate to " ":menuselection:`Inventory app --> Configuration --> Operations Types`, " "select any operation, and tick the :guilabel:`Move Entire Packages` " "checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:324 msgid "Inventory reports" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:326 msgid "**Only** tracked products appear on the following reports." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:329 msgid "" "These reports are only available to users with :doc:`administrator access " "<../../../../general/users/access_rights>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:332 msgid "" ":doc:`Stock report <../../warehouses_storage/reporting/stock>`: This report " "provides a comprehensive list of all on-hand, unreserved, incoming, and " "outgoing tracked inventory. To access the report, go to " ":menuselection:`Inventory app --> Reporting --> Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:335 msgid "" ":doc:`Location report <../../warehouses_storage/reporting/locations>`: This" " report shows a breakdown of which tracked products are held at each " "location (internal, external, or virtual). The report is only available with" " the *Storage Location* feature activated (:menuselection:`Inventory app -->" " Configuration --> Settings`). To access it, go to :menuselection:`Inventory" " app --> Reporting --> Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:340 msgid "" ":doc:`Moves History report " "<../../warehouses_storage/reporting/moves_history>`: This report summarizes " "where and when this good has moved in/out of stock. To access the report, go" " to :menuselection:`Inventory app --> Reporting --> Moves History`. " "Alternatively, click the :icon:`fa-exchange` :guilabel:`In / Out` smart " "button on a product form to filter the report on that product's specific " "moves history." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:345 msgid "" ":guilabel:`Moves Analysis`: This report provides a pivot table view of " "inventory transfers by operation type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/type.rst:347 msgid "" ":ref:`Stock Valuation report `: A detailed record of the monetary value of all tracked inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst:3 msgid "Units of measure" msgstr "Satuan ukuran" #: ../../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: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 msgid "Inventory valuation" msgstr "Nilai Stok Persediaan" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:3 #: ../../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/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 manually " "posts journal entries, based on the physical inventory of the company, and " "warehouse employees take the time to count the stock. In Odoo, each product " "category reflects this, with the :guilabel:`Costing Method` set to " ":guilabel:`Standard Price`, and the :guilabel:`Inventory Valuation` (not " "visible by default) set to :guilabel:`Manual`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "The Costing Method field is located on the Product Categories form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:21 msgid "" "Alternatively, perpetual (automatic) inventory valuation creates real-time " "*journal entries* in the *Accounting* app whenever stock enters or leaves " "the company's warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:24 msgid "" "This document is focused on the proper setup of automatic inventory " "valuation, which is an integrated valuation method that ensures journal " "entries in the *Accounting* app match stock valuation updates in the " "*Inventory* app. For an introduction of inventory valuation in Odoo, refer " "to the :doc:`using_inventory_valuation` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:30 msgid "" "Switching from manual to automatic inventory valuation may cause " "discrepancies between stock valuation and accounting journals." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:33 msgid "" "One `successful strategy `_ for switching to " "automated valuation:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:35 msgid "" "Clear existing stock (possibly with an :doc:`inventory adjustment " "<../../warehouses_storage/inventory_management/count_products>`)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:37 msgid "Change the inventory valuation method to *Automatic*" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:38 msgid "" "Return the existing stock, with the original monetary value (using an " "inventory adjustment)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:40 msgid "" "Once the existing stock is recovered, the Odoo *Accounting* app " "automatically generates the journal entries to corresponding stock valuation" " records." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:46 msgid "" "To properly set up automatic inventory valuation, follow these steps in " "Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:48 msgid "" ":ref:`Install Accounting app and enable specific settings " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:50 msgid "" ":ref:`Set Automatic inventory valuation on product categories " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:52 msgid "" ":ref:`Set costing method `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:57 msgid "Accounting setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:59 msgid "" "To use automatic inventory valuation, install the *Accounting* app. Next, go" " to :menuselection:`Accounting app --> Configuration --> Settings`, and in " "the :guilabel:`Stock Valuation` section, tick the :guilabel:`Automatic " "Accounting` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:65 msgid "" "Enabling :guilabel:`Automatic Accounting` shows the previously invisible " "*Inventory Valuation* field on a product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "" "Automatic Accounting feature in Stock Valuation section of Settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:72 msgid "" "Refer to the :ref:`Expense ` " "and :ref:`Stock input/output ` " "sections of documentation for details on configuring the accounting journals" " shown." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:79 msgid "Product category setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:81 msgid "" "After :ref:`enabling inventory valuation " "`, the next step is to set " "the product category to use automatic inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:84 msgid "" "Go to :menuselection:`Inventory app --> Configuration --> Product " "Categories`, and select the desired product category. In the " ":guilabel:`Inventory Valuation` section, set the :guilabel:`Inventory " "Valuation` field to :guilabel:`Automated`. Repeat this step for every " "product category intending to use automatic inventory valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:90 msgid "" "After enabling automatic accounting, each new stock move layer (SVL), that " "is created during inventory valuation updates, generates a journal entry." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst-1 msgid "" "Inventory Valuation field on the product category, with its various stock " "accounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:100 msgid "Costing method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:102 msgid "" "After :ref:`enabling inventory valuation " "`, the *costing method* for " "calculating and recording inventory costs is defined on the product category" " in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:106 msgid "" "Go to :menuselection:`Inventory app --> Configuration --> Product " "Categories` and select the desired product category. In the " ":guilabel:`Inventory Valuation` section, select the appropriate " ":guilabel:`Costing Method`:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:113 msgid "Standard Price" msgstr "Standar Harga" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:115 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:123 #: ../../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:235 msgid "Operation" msgstr "Operasi" #: ../../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:165 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:236 msgid "Unit Cost" msgstr "Unit Cost" #: ../../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:237 msgid "Qty On Hand" msgstr "Kuantitas Di Tangan" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:126 #: ../../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:238 msgid "Incoming Value" msgstr "Nilai Masuk" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:127 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:168 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:239 msgid "Inventory Value" msgstr "Nilai Stok Persediaan" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:129 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:134 #: ../../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:144 #: ../../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:175 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:246 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:93 msgid "$10" msgstr "$10" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:130 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:171 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:242 msgid "0" msgstr "0" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:132 #: ../../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:173 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:241 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:244 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:88 msgid "$0" msgstr "$0" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:133 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:174 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:245 msgid "Receive 8 products for $10/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:135 #: ../../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:247 msgid "8" msgstr "8" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:136 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:177 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:248 msgid "8 * $10" msgstr "8 * $10" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:137 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:178 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:249 msgid "$80" msgstr "$80" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:138 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:179 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:250 msgid "Receive 4 products for $16/unit" msgstr "" #: ../../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:181 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:252 msgid "12" msgstr "12" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:141 msgid "4 * $10" msgstr "4 * $10" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:142 msgid "$120" msgstr "" #: ../../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:184 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:255 msgid "Deliver 10 products" msgstr "" #: ../../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:186 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:257 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:95 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:75 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:235 msgid "2" msgstr "2" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:146 msgid "-10 * $10" msgstr "-10 * $10" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:147 msgid "$20" msgstr "$20" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:148 msgid "Receive 2 products for $9/unit" msgstr "" #: ../../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:191 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:263 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:224 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:242 msgid "4" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:151 msgid "2 * $10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:152 msgid "$40" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:154 msgid "Average Cost (AVCO)" msgstr "Biaya Rata-Rata (AVCO)" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:156 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:180 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:185 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:251 msgid "$12" msgstr "$12" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:182 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:253 msgid "4 * $16" msgstr "4 * $16" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:183 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:254 msgid "$144" msgstr "$144" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:187 msgid "-10 * $12" msgstr "-10 * $12" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:188 msgid "$24" msgstr "$24" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:189 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:261 msgid "Receive 2 products for $6/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:190 msgid "$9" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:192 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:264 msgid "2 * $6" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:193 msgid "$36" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:195 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:267 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:197 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:269 msgid "When receiving four products for $16 each:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:199 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:201 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:273 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:204 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:208 msgid "Receive two products for $6 each:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:210 msgid "Inventory value: :math:`$24 + (2 * $6) = $36`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:211 msgid "Unit cost: :math:`$36 / 4 = $9`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:214 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:221 msgid "First In First Out (FIFO)" msgstr "Pertama Masuk Pertama Keluar (FIFO)" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:223 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:228 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:256 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:260 msgid "$32" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:262 msgid "$11" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:265 msgid "$44" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:271 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:276 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:279 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:281 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:283 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:286 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:290 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:294 msgid ":doc:`using_inventory_valuation`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:296 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 generates a corresponding record in the *Inventory " "Valuation* report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:303 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:308 msgid "Types of accounting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:310 msgid "" "With automated inventory valuation set up, the generated journal entries " "depend on the chosen accounting mode: *Continental* or *Anglo-Saxon*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:314 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:317 msgid "" "Then, in the :guilabel:`Search...` bar, look for `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:324 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means the cost of a good is only " "recorded as an expense when a customer is invoiced for a product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:328 msgid "" "So, for **manual** valuation method, set the *Expense Account* to *Stock " "Valuation* for the current asset type; for **automatic** valuation method, " "set the *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:332 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Because of this, the *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:336 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:343 msgid "Expense account" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:345 msgid "" "To configure the *expense account*, which is used in both manual and " "automatic inventory valuation, 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:350 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:355 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:423 msgid "Anglo-Saxon" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:359 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:386 msgid "Automated" msgstr "Otomatis" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:361 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:365 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:372 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:391 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:273 msgid "Manual" msgstr "Manual" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:374 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:382 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:441 msgid "Continental" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:388 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:393 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:399 msgid "Stock input/output (automated only)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:401 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:405 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:408 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:410 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:412 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:416 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:425 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:430 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:438 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:443 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:448 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:458 msgid "Inventory valuation reporting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:460 msgid "" "To start, go to :menuselection:`Accounting app --> Reporting --> Balance " "Sheet`. Click the :guilabel:`Current Assets` line item to unfold the drop-" "down menu, and look for the nested :guilabel:`Stock Valuation`, " ":guilabel:`Stock Interim (Received)`, and :guilabel:`Stock Interim " "(Delivered)` lines." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:466 msgid "" "At the top of the dashboard, click the :guilabel:`As of [date]` button to " "display accounting records up to a specified date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:470 msgid "" ":ref:`Stock accounts and what they do `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:471 msgid ":doc:`../../../../finance/accounting/get_started/cheat_sheet`" 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/inventory_valuation_config.rst:477 msgid "" "Access more specific information by clicking the :icon:`fa-ellipsis-v` " ":guilabel:`(ellipsis)` icon to the right of the desired journal. Select " ":guilabel:`General Ledger` to see a list of all of the journal entries, " "where each line item's :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon can" " be clicked to reveal the :guilabel:`View Journal Entry` option to open the " "individualized journal entry." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:483 msgid "" "Additionally, 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 "Show Stock Valuation journals in a list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:3 msgid "Landed costs" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:10 msgid "" "When shipping products to customers, the landed cost is the total price of a" " product or shipment, including all expenses associated with shipping the " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:13 msgid "" "In Odoo, the *Landed Costs* feature is used to take additional costs into " "account when calculating the valuation of a product. This includes the cost " "of shipment, insurance, customs duties, taxes, and other fees." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:20 msgid "" "To add landed costs to products, the *Landed Costs* feature must first be " "enabled. To enable this feature, navigate to :menuselection:`Inventory app " "--> Configuration --> Settings`, and scroll to the :guilabel:`Valuation` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:24 msgid "" "Tick the checkbox next to the :guilabel:`Landed Costs` option, and click " ":guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:27 msgid "" "Once the page refreshes, a new :guilabel:`Default Journal` field appears " "below the :guilabel:`Landed Costs` feature in the :guilabel:`Valuation` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:30 msgid "" "Click the :guilabel:`Default Journal` drop-down menu to reveal a list of " "accounting journals. Select a journal for which all accounting entries " "related to landed costs should be recorded." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst-1 msgid "" "Landed Costs feature and resulting Default Journal field in the Inventory " "settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:37 msgid "Create landed cost product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:39 msgid "" "For charges that are consistently added as landed costs, a landed cost " "product can be created in Odoo. This way, a landed cost product can be " "quickly added to a vendor bill as an invoice line, instead of having to be " "manually entered every time a new vendor bill is created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:43 msgid "" "To do this, create a new product by going to :menuselection:`Inventory app " "--> Products --> Products`, and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:46 msgid "" "Assign a name to the landed cost product in the :guilabel:`Product Name` " "field (i.e. `International Shipping`). In the :guilabel:`Product Type` " "field, click the drop-down menu, and select :guilabel:`Service` as the " ":guilabel:`Product Type`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:51 msgid "" "Landed cost products **must** have their :guilabel:`Product Type` set to " ":guilabel:`Service`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:53 msgid "" "Click the :guilabel:`Purchase` tab, and tick the checkbox next to " ":guilabel:`Is a Landed Cost` in the :guilabel:`Vendor Bills` section. Once " "ticked, a new :guilabel:`Default Split Method` field appears below it, " "prompting a selection. Clicking that drop-down menu reveals the following " "options:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:57 msgid "" ":guilabel:`Equal`: splits the cost equally across each product included in " "the receipt, regardless of the quantity of each." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:59 msgid "" ":guilabel:`By Quantity`: splits the cost across each unit of all products in" " the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:60 msgid "" ":guilabel:`By Current Cost`: splits the cost according to the cost of each " "product unit, so a product with a higher cost receives a greater share of " "the landed cost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:62 msgid "" ":guilabel:`By Weight`: splits the cost, according to the weight of the " "products in the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:63 msgid "" ":guilabel:`By Volume`: splits the cost, according to the volume of the " "products in the receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst-1 msgid "" "Is a Landed Cost checkbox and Default Split Method on service type product " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:68 msgid "" "When creating new vendor bills, this product can be added as an invoice line" " as a landed cost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:71 msgid "" "To apply a landed cost on a vendor bill, products in the original |PO| " "**must** belong to a *Product Category* with a *Costing Method* of either " "|AVCO| or |FIFO|, and the valuation method can be :doc:`manual " "` or :doc:`automatic " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:77 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:54 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:77 msgid "Create purchase order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:79 msgid "" "Navigate to :menuselection:`Purchase app --> New` to create a new request " "for quotation (RfQ). In the :guilabel:`Vendor` field, add a vendor to order " "products from. Then, click :guilabel:`Add a product`, under the " ":guilabel:`Products` tab, to add products to the |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:83 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, " "click :guilabel:`Receive Products` once the products have been received, " "followed by :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:87 msgid "Create vendor bill" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:89 msgid "" "Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be " "created from the |PO| in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:92 msgid "" "Navigate to the :menuselection:`Purchase app`, and click into the |PO| for " "which a vendor bill should be created. Then, click :guilabel:`Create Bill`. " "This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:96 msgid "" "In the :guilabel:`Bill Date` field, click the line to open a calendar " "popover menu, and select the date on which this draft bill should be billed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:99 msgid "" "Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`," " and click the drop-down menu in the :guilabel:`Product` column to select " "the previously-created landed cost product. Click the :icon:`fa-cloud-" "upload` :guilabel:`(cloud with arrow)` icon to manually save and update the " "draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst-1 msgid "Landed Costs column checkboxes for product and landed cost." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:107 msgid "" "In the :guilabel:`Landed Costs` column, the product ordered from the vendor " "does **not** have its checkbox ticked, while the landed cost product's " "checkbox **is** ticked. This differentiates landed costs from all other " "costs displayed on the bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:111 msgid "" "Additionally, at the top of the form, a :guilabel:`Create Landed Costs` " "button appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst-1 msgid "Create Landed Costs button on vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:117 msgid "Add landed cost" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:119 msgid "" "Once a landed cost is added to the vendor bill, click :guilabel:`Create " "Landed Costs` at the top of the vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:122 msgid "" "Doing so automatically creates a landed cost record, with a set landed cost " "pre-filled in the product line in the :guilabel:`Additional Costs` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:125 msgid "" "From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-" "down menu, and select which transfer the landed cost belongs to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst-1 msgid "Landed cost form with selected receipt transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:132 msgid "" "In addition to creating landed costs directly from a vendor bill, landed " "cost records can *also* be created by navigating to " ":menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking" " :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:136 msgid "" "After setting the picking from the :guilabel:`Transfers` drop-down menu, " "click :guilabel:`Compute` (at the bottom of the form, under the " ":guilabel:`Total:` cost)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:139 msgid "" "Click the :guilabel:`Valuation Adjustments` tab to see the impact of the " "landed costs. The :guilabel:`Original Value` column lists the original price" " of the |PO|, the :guilabel:`Additional Landed Cost` column displays the " "landed cost, and the :guilabel:`New Value` displays the sum of the two, for " "the total cost of the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:144 msgid "" "Once ready, click :guilabel:`Validate` to post the landed cost entry to the " "accounting journal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:146 msgid "" "This causes a :guilabel:`Valuation` smart button to appear at the top of the" " form. Click the :guilabel:`Valuation` smart button to open a " ":guilabel:`Stock Valuation` page, with the product's updated valuation " "listed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:151 msgid "" "For a :guilabel:`Valuation` smart button to appear upon validation, the " "product's :guilabel:`Product Type` **must** be set to :guilabel:`Storable`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:154 msgid "" "To view the valuation of *every* product, including landed costs, navigate " "to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:158 msgid "" "Each journal entry created for a landed cost on a vendor bill can be viewed " "in the *Accounting* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:161 msgid "" "To locate these journal entries, navigate to :menuselection:`Accounting app " "--> Accounting --> Journal Entries`, and locate the correct entry, by number" " (i.e. `PBNK1/2024/XXXXX`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:164 msgid "" "Click into the journal entry to view the :guilabel:`Journal Items`, and " "other information about the entry." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:0 msgid "Journal Entry form for landed cost created from vendor bill." 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: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:114 msgid "Update product unit price" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:116 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:121 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:129 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:135 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:140 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:148 msgid "Inventory valuation journal entries" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst:150 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:156 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:161 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:170 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:178 msgid "" "`Odoo Tutorial: Inventory Valuation " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:3 msgid "Valuation by lots/serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:5 msgid "" "Track :doc:`inventory valuation ` by :doc:`lots " "or serial numbers <../../product_management/product_tracking>` to:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:8 msgid "" ":ref:`Compare and differentiate purchasing cost " "`, based on lot or serial " "numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:10 msgid "" "Track the actual cost of manufactured products, based on the real cost of " "each tracked component used." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:12 msgid "" "Depreciate specific lot or serial numbers when they :doc:`sit in stock for " "too long <../../warehouses_storage/reporting/aging>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:16 msgid "" "Please read this :doc:`introduction to inventory valuation " "` before setting up valuation by lot/serial " "numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:22 msgid "" "To enable valuation by lots or serial numbers, begin by enabling the " ":doc:`Lots and Serial Numbers feature <../product_tracking>`. After that, go" " to :menuselection:`Inventory app --> Products --> Products`, and select the" " desired product, or create a new product, by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:26 msgid "" "On the product form, in the :guilabel:`Category` field, choose a product " "category. Ensure the product category's :ref:`Costing Method " "` is set to *First In First " "Out (FIFO)* or *Average Cost (AVCO)*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:31 msgid "" "To check the costing method set on the product category, hover over the " ":guilabel:`Category` field, and click the :icon:`oi-arrow-right` " ":guilabel:`(Internal Link)` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:35 msgid ":ref:`Costing methods `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:37 msgid "" "Next, activate the product to be tracked by lots or serial numbers by " "ticking the :guilabel:`Track Inventory` checkbox. Then, click the adjacent " "field that appears, and choose either :guilabel:`By Lots` or :guilabel:`By " "Unique Serial Number` from the resulting drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:41 msgid "" "Doing so makes the :guilabel:`Valuation by Lot/Serial number` checkbox " "appear below it. Tick that checkbox, and the configuration to track " "valuation by lot or serial numbers is complete." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:47 msgid "Product form showing the Valuation by Lot or Serial Number feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:47 msgid "Product form showing the Valuation by Lot or Serial Number feature" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:50 msgid "Valuation layers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:52 msgid "" "To understand how valuation by lots and serial numbers works, consider these" " scenarios:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:54 msgid "" ":ref:`Purchase and sell products `: cost is calculated based on the *product category's* costing" " method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:56 msgid "" ":ref:`Create new lot/serial numbers ` using an inventory adjustment: value of the new lot/serial number" " is assigned to the cost from the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:59 msgid "" "Inventory adjustment to update quantities for an :ref:`existing lot/serial " "number `: value is " "assigned based on the most recent cost for that lot/serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:63 msgid "" "For both :abbr:`AVCO (Average Cost)` and :abbr:`FIFO (First In First Out)` " "methods, the *Cost* field on the product form is calculated using this " "formula:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:66 msgid ":math:`Avg~Cost = \\frac{Total~Value}{Total~Qty}`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:71 msgid "Purchase products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:73 msgid "" "Consider how purchasing products affect the inventory valuation, in the " "table below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:81 msgid "Lot number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:82 msgid "Math" msgstr "Mat" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:83 msgid "Average cost on product form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:84 msgid "Empty stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:85 msgid "0.00" msgstr "0.00" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:89 msgid "Day 1: Receive one product at $10/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:90 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:95 msgid "1.00" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:91 msgid "LOT 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:92 msgid ":math:`\\frac{10}{1}`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:94 msgid "Day 2: Receive another product at $20/unit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:96 msgid "LOT 2" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:97 msgid ":math:`\\frac{10+20}{2}`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:98 msgid "$15" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:103 msgid "Show Cost on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:103 msgid "" "As a result, the product form displays an average cost of $15 in the " "**Cost** field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:108 msgid "Create new lot/serial number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:110 msgid "" "Creating a new lot/serial number through an :doc:`inventory adjustment " "<../../warehouses_storage/inventory_management/count_products>` assigns the " "same value as the cost on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:114 msgid "" "To make an inventory adjustment, and assign a lot number, go to " ":menuselection:`Inventory app --> Operations --> Physical Inventory`. Then, " "click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:117 msgid "" "In the new inventory adjustment line that appears, set the " ":guilabel:`Product`, create the :guilabel:`Lot/Serial Number`, set the " ":guilabel:`Counted Quantity`, and click :icon:`fa-floppy-o` " ":guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:121 msgid "" "To view the valuation layer, go to :menuselection:`Inventory app --> " "Reporting --> Valuation`. The :guilabel:`Total Value` per unit matches the " "*Cost* on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:125 msgid "" "Continuing the example in the table above, when the product cost is `$15`, " "the valuation for a newly-created `LOT3` is also be `$15`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:0 msgid "Show inventory adjustment valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:134 msgid "Existing lot/serial number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:136 msgid "" "When adjusting the quantity of an existing lot/serial number, the value is " "based on the most recent valuation layer for that specific lot/serial " "number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:140 msgid "" "Continuing the example in the table above, the value for `LOT 1` is `$10`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:142 msgid "" "So, when the quantity is updated from `1.00` to `2.00`, the additional " "quantity is also valued at `$10`, reflecting the latest valuation layer for " "`LOT 1`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:0 msgid "Show valuation of LOT 1 getting updated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:148 msgid "" "The inventory adjustment (top line) is valued the same as LOT 1 (bottom " "line)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:153 msgid "View valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:155 msgid "" "To find the average cost of a specific lot/serial number, go to " ":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and " "select the desired record." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:158 msgid "" "Both the :guilabel:`Cost` and :guilabel:`Average Cost` fields show a unit's " "average cost. The :guilabel:`Total Value` reflects the total on-hand value " "for that lot/serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:162 msgid "" "Ensure the costing method is set to *First In First Out (FIFO)* or *Average " "Cost (AVCO)* to display the cost on this page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:168 msgid "Show cost of the lot/serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:168 msgid "" "Lot form, displaying **Cost** field. The **Valuation** smart button is in " "the top-right." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:170 msgid "" "Valuation layers of a lot/serial number can be viewed through the " ":ref:`valuation report `, or " "by clicking the lot/serial number's :guilabel:`Valuation` smart button. " "These detailed, line-by-line records can help determine how each inventory " "move of the specific lot/serial number affects its valuation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:178 msgid "Valuation report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:180 msgid "" "Display the valuation of lots and serial numbers in the database by going to" " :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:183 msgid "" "On the resulting :guilabel:`Stock Valuation` report, click the search bar, " "and in the :icon:`oi-group` :guilabel:`Group By` section of the resulting " "drop-down menu, select :guilabel:`Lot/Serial number`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:188 msgid "" "Click the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of a " "collapsed lot number line to :ref:`manually modify the cost " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:191 msgid "" "This is useful for adjusting individual lot prices when a purchase order or " "bill includes multiple lots/serial numbers, as initial prices are identical " "upon reception." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst-1 msgid "Show valuation report, by lots." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:198 msgid "Valuation smart button" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:200 msgid "" "To access a filtered part of the *Stock Valuation* report, specific to a lot" " or serial number, go to :menuselection:`Inventory app --> Products --> " "Lots/Serial Numbers`, and select the desired item." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:203 msgid "" "On the :guilabel:`Lot/Serial Numbers` page, click the :guilabel:`Valuation` " "smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:208 msgid "All stock moves relating to `LOT 1`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:208 msgid "All stock moves that affect the valuation of `LOT 1`." 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:24 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:21 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:379 msgid "Traceability" msgstr "Bisa Ditelusuri" #: ../../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:9 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:13 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:19 msgid ":doc:`../product_tracking/lots`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:20 msgid ":doc:`../product_tracking/serial_numbers`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:23 msgid "Enable expiration dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:25 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:29 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:36 msgid "" "Once the :guilabel:`Lots & Serial Numbers` feature is activated, an " "additional feature appears to :guilabel:`Display Lots & Serial Numbers on " "Delivery Slips`. Activating these features helps with end-to-end " "traceability, making it easier to manage product recalls, identify batches " "of faulty 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 **Inventory** app settings, 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:52 msgid "" "To be tracked using lots or serial numbers, or to configure expiration " "information, products *must* have their :guilabel:`Product Type` set as " ":guilabel:`Goods` under the :guilabel:`General Information` tab. Then, in " "the :guilabel:`Track Inventory` field, select either :guilabel:`By Unique " "Serial Number` or :guilabel:`By Lots`." 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. Tick the :guilabel:`Expiration Date` " "checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:61 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:66 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:72 msgid "" "Under the :guilabel:`Dates` section, 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:75 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:77 msgid "" ":guilabel:`Best Before Time`: the number of days before the expiration date " "in which the goods start deteriorating, **without** being dangerous yet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:79 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:81 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:85 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:89 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:94 msgid "Set expiration dates on receipts with lots & serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:96 msgid "" "Generating expiration dates for *incoming* goods can be done directly on the" " :guilabel:`Receipt`. Navigate to :menuselection:`Inventory app --> " "Operations --> Receipts`, then click on a line to open the " ":guilabel:`Receipt` record." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:101 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 receipt 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:109 msgid "" "From here, click the :icon:`fa-list` :guilabel:`(Details)` icon located on " "the 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:112 msgid "" "In the pop-up, the :guilabel:`Expiration Date` automatically populates, " "based on the configuration on the product form. Click the " ":guilabel:`Lot/Serial Number` field on the appropriate line, then enter the " "lot or serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:117 msgid "" "If the :guilabel:`Dates` field on the product form has not been configured, " "the :guilabel:`Expiration Date` can be manually entered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:120 msgid "" "Click :guilabel:`Save` when finished 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:125 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:131 msgid "Set expiration dates on manufactured products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:133 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:136 msgid "" "To create a :abbr:`MO (manufacturing order)`, go to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, " "and click :guilabel:`New`. 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:144 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:149 msgid "Once ready, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:151 msgid "" "The appropriate number of :guilabel:`Lots/Serial Numbers` automatically " "populated in the field. Click the :icon:`fa-list` :guilabel:`(Details)` icon" " to reveal additional information for those specific numbers. On that pop-" "up, all expiration information that was previously configured for the " "product is displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst-1 msgid "Components pop-up with expiration information for specific lot number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:160 msgid "Sell products with expiration dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:162 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:165 msgid "" "To do that, go to :menuselection:`Sales app --> New` 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:168 msgid "" "Add a :guilabel:`Customer`, then 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:171 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 :guilabel:`Apply` 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:176 msgid "" "If the products are delivered before the :guilabel:`Alert Date` set on the " "product form, then no alerts are created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:179 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:182 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:187 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:194 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:133 msgid ":doc:`../../shipping_receiving/removal_strategies`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:197 msgid "View expiration dates for lots & serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:199 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:202 msgid "" "Once there, remove any default search filters from the search bar. Then, " "click :guilabel:`Group By`, choose :guilabel:`Add Custom Group`, and select " "the :guilabel:`Expiration Date` parameter from the drop-down menu. 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:211 msgid "" "Customers can also view the expiration date alert in their customer portal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:216 msgid "Expiration alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:218 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:220 msgid "" "Then, click into a :guilabel:`Lot/Serial Number` with perishable products. " "Doing so reveals the serial number detail form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:224 msgid "" "To view expiration date information in the list view, click the :icon:`oi-" "settings-adjust` :guilabel:`(adjust settings)` icon at the top of the list " "of records, then tick the :guilabel:`Expiration Date` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:228 msgid "" "On the :guilabel:`Lot/Serial Number` detail form, the :guilabel:`Dates` " "lists all expiration information related to the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:231 msgid "" "If the expiration date for a lot/serial number has passed, the form displays" " a red :guilabel:`Expiration Alert` at the top of the page to indicate that " "the products in this lot are either expired or expiring soon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:235 msgid "" "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:237 msgid "" "To see the new expiration alert, or any expiration alerts for products that " "are expired (or will expire soon), click back to the :guilabel:`Lots/Serial " "Numbers` page via the breadcrumbs. Remove all of the search filters from the" " search bar on the :guilabel:`Lots/Serial Numbers` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:241 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/expiration_dates.rst:247 msgid "Expiration notifications" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:249 msgid "" "Users can be notified when the expiration date for a product has passed. " "This can help keep specific employees up to date on the status of items " "under their purview." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:252 msgid "" "To configure a notification, navigate to :menuselection:`Inventory app --> " "Products --> Products`. Select a product configured with lot/serial numbers " "and expiration date tracking. Navigate to the :guilabel:`Inventory` tab. " "Under the :guilabel:`Logistics` section, select a user in the " ":guilabel:`Responsible` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:257 msgid "" "When the expiation date passes for a lot/serial number for this product, a " "notification is sent to the user in this field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:3 msgid "Lot numbers" msgstr "Nomor Lot" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:10 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:13 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:16 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:21 msgid ":doc:`serial_numbers`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:26 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:32 msgid ":doc:`Tracking expiration dates `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:33 msgid "" ":ref:`Print GS1 barcodes for lots and serial numbers " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:42 msgid "Track by lots" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:44 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:48 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:53 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:48 msgid ":doc:`expiration_dates`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:56 msgid "" "If a product has stock on-hand prior to activating tracking by lots or " "serial numbers, a warning message appears. Use an :doc:`inventory adjustment" " ` to assign lot numbers to existing products in stock." 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:65 msgid "Assign lots for shipping and receiving" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:67 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:75 msgid "On receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:77 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:79 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:85 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:89 msgid "" "Clicking :guilabel:`Validate` before assigning a lot number triggers an " "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:96 msgid "" "On the receipt form, on the product line in the :guilabel:`Operations` tab, " "select the |list| icon to the right of the product that is tracked by lot " "numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Show the bulleted list icon on the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:103 msgid "" "Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the " ":guilabel:`Lot/Serial Number` and :guilabel:`Quantity` are assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "The two ways to assign lot numbers: **manually** and **importing**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 msgid "Manual assignment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 msgid "" "To manually assign lot numbers, click :guilabel:`Add a line`. Input the " ":guilabel:`Lot/Serial Number`, :guilabel:`Store To` location for the lot, " ":guilabel:`Quantity`, and :guilabel:`Destination Package`, if any." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 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:`Quantity` " "column matches the :guilabel:`Demand` 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:125 msgid "Import lots" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:127 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import " "Serials/Lots`, then paste the bulk lot numbers, in the " ":guilabel:`Lots/Serial numbers` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:134 msgid "List of lot numbers copied on excel spreadsheet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:134 msgid "List of lot numbers copied on *Google* spreadsheets." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "Lot numbers copied to the lot number line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 msgid "" "Lot numbers pasted to the \"Lots/Serial numbers\" field, in the **Import " "Lots** pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 msgid "" "Tick the :guilabel:`Keep current lines` checkbox to generate *additional* " "lot numbers in the :guilabel:`Open: Stock move` pop-up window. To replace " "the lot numbers in the list, leave the :guilabel:`Keep current lines` option" " unticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:146 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:253 msgid "Finally, click :guilabel:`Generate`." 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:`Save` 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:200 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 |list| icon to the right of the " "product that is tracked by lot numbers. Clicking that icon reveals a " ":guilabel:`Open: Stock move` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:175 msgid "" "In the pop-up window, the chosen lot number and its storage location is " "displayed in the :guilabel:`Pick From` column, with the with the full " ":guilabel:`Quantity` taken from that specific lot (if there is enough stock " "in that particular lot)." 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 " ":guilabel:`Quantity` directly." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 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:191 msgid "" "Repeat the above steps to select enough lots to fulfill the " ":guilabel:`Demand`, and click :guilabel:`Save` to close the pop-up window. " "Lastly, click the :guilabel:`Validate` button on the |DO| to deliver the " "products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 msgid "Popup for source lot number on sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:203 msgid "Lot management" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 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:208 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:218 msgid "Show the \"Lot/Serial Number\" dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:218 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:223 msgid "Modify lot" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:225 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:229 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:233 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:235 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:236 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:238 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:239 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:242 msgid "" "On existing lots, the :guilabel:`Product` and :guilabel:`On Hand Quantity` " "fields **cannot** be modified, as the lot numbers are linked with existing " "stock moves." 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:250 msgid ":doc:`Set expiration dates for lots `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:253 msgid "Add property" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:255 msgid "" "To add custom fields to lots for enhanced traceability, there are two " "methods of adding properties on a lot number form:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid "" "Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top-left of the page," " then select :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 msgid "" "Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below " "the existing fields." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 msgid "" "Name and :doc:`configure the new field " "<../../../../productivity/knowledge/properties>`. Once finished, enter the " "property value in the new field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:266 msgid "" "The new property, `Wood type`, is added. The value is recorded as `Cherry " "wood`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 msgid "Show the \"Add Properties\" button on a lot number form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:273 msgid "" ":doc:`Configuring custom properties " "<../../../../productivity/knowledge/properties>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "Reserve lot number for a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:280 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:284 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:289 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:293 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:298 msgid "The lot number, `000001`, 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:304 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:310 msgid "" "After creating the lot number, `000001` 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 lot numbers on the Inventory Adjustment page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:318 msgid "Manage lots for different operations types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:320 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:324 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:328 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:337 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:343 msgid "Display lots on delivery slips" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:345 msgid "" "When selling products tracked with lots, it is possible to include the lot " "numbers on the delivery slips sent to customers. This can be helpful to " "customers in cases where lot numbers are needed, such as filing an RMA or " "repair request, or registering the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:349 msgid "" "To include lot numbers on delivery slips, open the " ":menuselection:`Inventory` app, and navigate to " ":menuselection:`Configuration --> Settings`. Scroll down to the " ":guilabel:`Traceability` section, tick the :guilabel:`Display Lots & Serial " "Numbers on Delivery Slips` checkbox, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:354 msgid "" "After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery " "Slips` setting, lot numbers are listed on delivery slips for products " "tracked by lots, once the delivery order is validated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:357 msgid "" "To view lot numbers on delivery orders and delivery slips, navigate to the " ":menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and " "select an order containing a product tracked using lots." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:361 msgid "" "To view the lot numbers of products included in the order, make sure the " ":guilabel:`Operations` tab is selected, then click the :icon:`oi-settings-" "adjust` :guilabel:`(adjust)` button to the right of the tab. Ensure that the" " :guilabel:`Serial Numbers` checkbox is ticked, which causes a " ":guilabel:`Serial Numbers` column to appear. The lot number(s) for each " "product included in the order are displayed in this column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:367 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:326 msgid "" "When the order is ready to be processed, click :guilabel:`Validate` to " "confirm the delivery and add product information to the delivery slip." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:370 msgid "" "At the top of the order's form, click the :icon:`fa-cog` " ":guilabel:`(Actions)` button, and select :guilabel:`Print --> Delivery " "Slip`. The delivery slip is then downloaded. Open the delivery slip using " "the device's browser or file manager. Lot numbers are listed next to their " "respective products in the :guilabel:`Lot/Serial Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "" "The order lines section of a delivery slip, showing a product and its serial" " number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:381 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:384 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:388 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:391 msgid "" "To group by lots, begin by removing any filters in the :guilabel:`Search...`" " bar. Then, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to" " open a drop-down menu of :guilabel:`Filters`, :guilabel:`Group By` options," " and :guilabel:`Favorites`. Under the :guilabel:`Group By` section, click " "the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial " "Number` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:397 msgid "" "Doing so reorganizes all the records on the page to display all existing " "lots and serial numbers, and can be expanded to show all quantities of " "products with that assigned number." 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:405 msgid "Traceability report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:407 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:416 msgid ":doc:`../product_tracking`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:3 msgid "Reassign lot/serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:5 msgid "" "Changing a product's tracking settings to use lots or serial numbers, " "*after* storing products in Odoo without them, can lead to inconsistent " "records. Follow this documentation to learn how to use an inventory " "adjustment to assign lot or serial numbers to products that were not " "originally assigned lots." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Warning message: products in stock have no lot/serial number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:15 msgid "" "This document outlines the process of using two inventory adjustments: one " "to remove incorrect records *without* lot numbers, and another to save the " "quantities *with* the lot numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:19 msgid ":doc:`Set up and use lot numbers `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:20 msgid ":doc:`Use serial numbers `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:23 msgid "Change on-hand quantity to zero" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:25 msgid "" "To change the product's settings to track by lots or serial numbers, begin " "by navigating to :menuselection:`Inventory app --> Products --> Products`, " "and select the intended product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:28 msgid "" "Next, click the product's :guilabel:`On Hand` smart button to open the " ":guilabel:`Update Quantity` page. In the :guilabel:`On Hand Quantity` " "column, change the value to zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:32 msgid "" "If the product is stored in multiple locations, make sure the **total** on " "hand quantity at **all** locations is zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "" "Show the Inventory Adjustments model, highlighting the \"On Hand Quantity\" " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:40 msgid "Change traceability setting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:42 msgid "" "Return to the product form (:menuselection:`Inventory app --> Products --> " "Products`), and switch to the :guilabel:`Inventory` tab. In the " ":guilabel:`Traceability` section, change the :guilabel:`Tracking` option " "from :guilabel:`No Tracking` to :guilabel:`By Lots` or :guilabel:`By Unique " "Serial Number`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Enable lots and serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:55 msgid "Restore on-hand quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:57 msgid "" "After manually changing the on-hand quantity to zero and changing the " ":guilabel:`Tracking` setting to lots or serial numbers, restore the " "quantities by clicking the :guilabel:`On Hand` smart button from the desired" " product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:61 msgid "" "On the :guilabel:`Update Quantity` page, because the on-hand quantity had " "been previously changed to zero, a :guilabel:`No Stock On Hand` warning " "appears on the page. From here, click the :guilabel:`New` button in the top-" "left corner. Doing so reveals a new, modifiable line on the " ":guilabel:`Update Quantity` page. Then, input a desired lot number in the " ":guilabel:`Lot/Serial Number` field, and adjust the :guilabel:`On Hand " "Quantity` to its original value." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:68 msgid ":doc:`../../warehouses_storage/inventory_management/count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Fill in the \"Lot/Serial Number\" and \"On Hand Quantity\" field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:75 msgid "" "To find the original quantity, and adjust the :guilabel:`On Hand Quantity` " "accordingly, after assigning a new lot or serial number, click the " ":icon:`fa-pencil` :guilabel:`(pencil)` icon in the :guilabel:`On Hand " "Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History` " "button on the far-right." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst-1 msgid "Show the \"History\" button on the Inventory Adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:84 msgid "" "The inventory adjustment that changed the on-hand quantity to zero is " "displayed in the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst:0 msgid "Show the history entry." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:3 msgid "Serial numbers" msgstr "Nomor-nomor seri" #: ../../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, along with :doc:`lots `. A serial number is a unique identifier " "assigned to a product to distinguish it from other products in a series. " "Serial numbers can consist of several character types: they can contain " "numbers, letters, other typographical characters, or any mix of these " "character types." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:10 msgid "" "The goal of assigning serial numbers allows for the tracking of individual " "products and their :doc:`expiration dates ` and location " "throughout the supply chain. For instance, serial numbers can help " "manufacturers locate products to provide after-sales services or in the " "event of a recall." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:16 msgid "" "`Odoo Tutorials: Serial Numbers `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:23 msgid "" "To track products using serial numbers, two settings need to be enabled: the" " :ref:`Lots & Serial Numbers traceability setting " "`, and :ref:`serial " "number usage by operation type `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:30 msgid "Traceability setting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:32 msgid "" "The *Lots & Serial Numbers* traceability feature *must* be enabled first to " "track products. To do so, go to :menuselection:`Inventory app --> " "Configuration --> Settings`, scroll down to the :guilabel:`Traceability` " "section, and tick the :guilabel:`Lots & Serial Numbers` checkbox. 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 & Serial Numbers setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:44 msgid "By operation type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:46 msgid "" "Next, specify whether the ability to create new or use existing serial " "numbers should be turned on for particular operation types (such as shipping" " or receiving goods). In other words, this setting allows for serial number " "tracking on warehouse receipts and delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:51 msgid "" "Enabling the *Create New* option for receipts allows new serial numbers to " "be assigned as items are received. However, for delivery orders, it is often" " disabled to prevent workers from accidentally assigning serial numbers that" " do not exist in inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:55 msgid "" "To enable the creation of new serial numbers on an operation, navigate to " ":menuselection:`Inventory app --> Configuration --> Operations Types`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:58 msgid "" "From the :guilabel:`Operations Types` page, select the desired operation " "type (e.g. :guilabel:`Receipts`, :guilabel:`Delivery Orders`, or " ":guilabel:`Manufacturing`), and select the :guilabel:`Create New` option in " "the :guilabel:`Lots/Serial Numbers` section of the operation type's " "configuration page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Show \"Create New\" option is selected on the Receipts operation type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:69 msgid "Configure serial number tracking on individual products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:71 msgid "" "Once the :ref:`Lots & Serial Numbers setting " "` has been activated, " "individual products can now be tracked using serial numbers. To track a " "product, go to :menuselection:`Inventory app --> Products --> Products`, and" " select the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:75 msgid "" "In the :guilabel:`General Information` tab on the product form, make sure " "the box next to :guilabel:`Track Inventory` is checked. Then, select " ":guilabel:`By Unique Serial Number`, and click :guilabel:`Save` to save the " "changes. Now, 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:86 msgid "Assign serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:88 msgid "In Odoo, serial numbers can be assigned at several times and places:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:90 msgid "" "When a product is :ref:`already in stock " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:91 msgid "" "Via the :ref:`Moves smart button ` on a receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:92 msgid "" "Via the :ref:`Open: Stock move window ` on a receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:93 msgid "" ":doc:`During a manufacturing order " "<../../../manufacturing/basic_setup/configure_manufacturing_product>` for a " "product tracked by lots/serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:96 msgid "" "When :doc:`making an inventory adjustment " "<../../warehouses_storage/inventory_management/count_products>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:102 msgid "Create new serial numbers for products already in stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:104 msgid "" "New serial numbers can be created for products already in stock with no " "assigned serial number. To do so, go to :menuselection:`Inventory --> " "Products --> Lots/Serial Numbers`, and click :guilabel:`New`. Doing so " "reveals a blank lot/serial number 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:110 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:114 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:118 msgid "" "This form also provides the option to adjust the :guilabel:`On Hand " "Quantity`, to assign a unique :guilabel:`Internal Reference` number (for " "additional traceability), and to assign this specific lot/serial number " "configuration to a specific company in the :guilabel:`Company` field. 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:125 msgid "" "The :guilabel:`Internal Reference` number field is a space for manufacturers" " to input an additional unique number to allow for easier tracking. For " "instance, SKU values may be used here." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:129 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:134 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:`Inventory app --> 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:138 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:144 msgid "Create serial numbers for incoming or outgoing products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:146 msgid "" "Serial numbers can be assigned to both incoming and outgoing goods. The " "receipt and delivery order forms mirror one another; the instructions below " "can be followed to assign serial numbers in either form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:150 msgid "" "**Incoming goods:** Assign serial numbers directly on the **receipt**. " "Receipts can be accessed by navigating to :menuselection:`Inventory app --> " "Operations --> Receipts`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:152 msgid "" "**Outgoing goods:** Assign serial numbers directly on the **delivery " "order**. Receipts can be accessed by navigating to :menuselection:`Inventory" " app --> Operations --> Deliveries`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:156 msgid "" "Before assigning serial numbers on receipts or delivery orders, be sure that" " the ability to :ref:`create new serial numbers by operations type " "` is enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:161 msgid "Lots/serial number field" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:163 msgid "" "Serial numbers can be entered directly into the :guilabel:`Serial Numbers` " "field on a receipt or delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Select value for Serial Number field on receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:170 msgid "" "To make the :guilabel:`Serial Numbers` field visible on a receipt or " "delivery order, click the :icon:`oi-settings-adjust` :guilabel:`(Adjust " "Settings)` icon, and in the drop-down menu, tick the :guilabel:`Serial " "Numbers` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:0 msgid "Allow Serial Numbers field to show on a receipt or delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:177 msgid "Example **Serial Numbers** field on a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:182 msgid "Stock move pop-up window" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:184 msgid "" "For various methods of assigning serial numbers individually or in bulk, " "click the :icon:`fa-list` :guilabel:`(list)` icon in the product line of a " "receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:188 msgid "Add a line" msgstr "Tambahkan baris" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:190 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, manually enter serial " "numbers in the :guilabel:`Lot/Serial Number` column. This method is best " "reserved for adding only one or a few serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Add a line on the stock move pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:200 msgid "Generate Serials/Lots" msgstr "Buat Seri/Lot" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:202 msgid "" "Assign multiple serial numbers at once by clicking the :guilabel:`Generate " "Serials/Lots` button in the :guilabel:`Open: Stock move` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Show generate serials pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:208 msgid "" "Doing so opens a new popup, :guilabel:`Generate Serial numbers`, which " "contains a few fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:210 msgid "" ":guilabel:`First SN`: Input the first serial number that should start the " "sequence. From there, Odoo automatically detects what pattern should be " "followed to generate more serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:212 msgid "" ":guilabel:`Number of SN`: Specify the desired number of serial numbers to " "generate." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:215 msgid "" "The number of serials generated will be reflected in the " ":guilabel:`Quantity` field on a receipt or delivery order. Even if the " "number of serial numbers generated exceeds the :guilabel:`Demand` value, " "Odoo still allows the quantity (based on the serial numbers) to be delivered" " or received." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:0 msgid "" "Show how the quantity of serial numbers alters the delivery order quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:223 msgid "" ":guilabel:`Keep current lines` checkbox: Check this box to keep existing " "serial numbers that may have been previously added. To replace existing " "serial numbers in the list, leave the box unchecked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:227 msgid "" "After filling out these fields, click the :guilabel:`Generate` button. The " "newly generated serials now appear in the :guilabel:`Open: Stock move` " "window. By clicking :icon:`fa-cloud-upload` :guilabel:`(Save)`, the " ":guilabel:`Quantity` and the :guilabel:`Serial Numbers` fields on the " "delivery order or receipt update automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:233 msgid "Import Serials/Lots" msgstr "Impor Seri/Lot" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:235 msgid "" "Another option for assigning multiple serial numbers at once is to click the" " :guilabel:`Import Serials/Lots` button in the :guilabel:`Open: Stock move` " "pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:239 msgid "" "If the import button is not visible, ensure the :guilabel:`Create New` box " "is checked in the :ref:`receipt's configuration page " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:242 msgid "" "Doing so opens the :guilabel:`Import Serials` pop-up window. Enter each " "serial number on a separate line in the :guilabel:`Lots/Serial numbers` text" " field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:245 msgid "" "As when :ref:`generating serials `, check the :guilabel:`Keep current lines` box to keep existing " "serial numbers, or leave it unchecked to overwrite them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:250 msgid "" "To expedite this process, copy/paste serial numbers from an existing " "spreadsheet and add them to the :guilabel:`Lots/Serial numbers` text field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Show import serials pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:259 msgid "" "For a receipt with a :guilabel:`Demand` of `3.00` products, one product has " "already been assigned a serial number in the :guilabel:`Open: Stock move` " "pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:262 msgid "" "So, in the :guilabel:`Import Lots` pop-up window, two serial numbers, `124` " "and `125` are assigned to the remaining products by entering the following " "in the :guilabel:`Lots/Serial numbers` input field:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:271 msgid "" "The :guilabel:`Keep current lines` option is selected to add these two " "serial numbers **in addition** to the serial number, `123`, that has already" " been assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:0 msgid "Show example of correctly inputting serial numbers in the text field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:282 msgid "" "Accessible from both receipt and delivery order forms, the *Detailed " "Operations* page shows a detailed view of product movements, including " "information about serial numbers, exact locations, expiration dates, etc. " "This level of detail permits more precise tracking, for example, when " "handling perishable or regulated goods." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:287 msgid "" "To access this page, first :ref:`select a warehouse receipt or delivery " "order `. Then, " "click on the :icon:`fa-bars` :guilabel:`Moves` smart button at the top of " "the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:291 msgid "" "In the :guilabel:`Lot/Serial Number` column, manually type (or select from " "the drop-down menu) the desired serial numbers for each individual product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst-1 msgid "Show the detailed Moves page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:297 msgid "" "When finished, click the receipt/delivery order's breadcrumbs, and the " "assigned serial numbers are automatically saved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:301 msgid "Display serial numbers on delivery slips" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:303 msgid "" "When selling products tracked using serial numbers, it is possible to " "include the serial numbers on the delivery slips sent to customers. This can" " be helpful to customers in cases where serial numbers are needed, such as " "filing an RMA or repair request, or registering the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:307 msgid "" "To include serial numbers on delivery slips, open the " ":menuselection:`Inventory` app, and navigate to " ":menuselection:`Configuration --> Settings`. Scroll down to the " ":guilabel:`Traceability` section, tick the :guilabel:`Display Lots & Serial " "Numbers on Delivery Slips` checkbox, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:312 msgid "" "After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery " "Slips` setting, serial numbers are listed on delivery slips for products " "tracked by serial numbers, once the delivery order is validated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:316 msgid "" "To view serial numbers on delivery orders and delivery slips, navigate to " "the :menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, " "and select an order containing a product tracked using serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:320 msgid "" "To view the serial numbers of products included in the order, make sure the " ":guilabel:`Operations` tab is selected, then click the :icon:`oi-settings-" "adjust` :guilabel:`(adjust)` icon to the right of the tab. Ensure that the " ":guilabel:`Serial Numbers` checkbox is ticked, which causes a " ":guilabel:`Serial Numbers` column to appear. The serial number(s) for each " "product included in the order are displayed in this column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:329 msgid "" "At the top of the order's form, click the :icon:`fa-cog` " ":guilabel:`(Actions)` button, and select :menuselection:`Print --> Delivery " "Slip`. The delivery slip is then downloaded. Open the delivery slip using " "the device's browser or file manager. Serial numbers are listed next to " "their respective products in the :guilabel:`Lot/Serial Number` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:338 msgid "Traceability & reporting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:340 msgid "" "Manufacturers and companies can refer to the *Lots/Serial Numbers* dashboard" " and traceability reports to see the entire lifecycle of a product: when and" " where it originated, where it was stored, and who it was shipped to." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:345 msgid "Lots/Serial Numbers dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:347 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:352 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst:5 #: ../../content/applications/inventory_and_mrp/manufacturing/reporting.rst:3 msgid "Reporting" msgstr "Laporan" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:354 msgid "" "On the :guilabel:`Lots/Serial Numbers` dashboard, products with serial " "numbers assigned to them are listed by default. Click the :icon:`fa-caret-" "right` :guilabel:`(expand)` icon to show which serial numbers are assigned " "to the chosen product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:358 msgid "" "To group by serial numbers (or lots), first remove any default filters from " "the search bar in the upper-right corner. Then, click the :icon:`fa-caret-" "down` :guilabel:`(down arrow)` icon 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:363 msgid "" "Doing so reveals all existing serial numbers and lots. Each row can be " "expanded to show all quantities of product assigned to that serial/lot " "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:371 msgid "" "For additional information regarding an individual serial (or lot) number, " "click the line item for the serial number to reveal that specific " ":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/product_management/product_tracking/serial_numbers.rst:377 msgid ":doc:`Reassign `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:379 msgid "" "In addition to using the :guilabel:`Lots/Serial Numbers` dashboard, there " "are several other reporting templates that display the :guilabel:`Lot/Serial" " Number` field or the ability to filter by serial number. Go to " ":menuselection:`Inventory app --> Reporting` to access:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:383 msgid ":guilabel:`Locations` report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:384 msgid ":guilabel:`Moves History` report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:385 msgid ":guilabel:`Moves Analysis` report" 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 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/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, go 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 opens the picking order to move the ordered " "product from `WH/Stock` to `WH/Packing Zone`." 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 order will be created once the sales order is confirmed. To view" " the picking, navigate to the :menuselection:`Inventory app`, and locate the" " :guilabel:`Pick` task card on the :guilabel:`Inventory Overview` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:66 msgid "" "Click the :guilabel:`# To Process` button, which reveals the picking order " "generated from the previously confirmed sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:69 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`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst-1 msgid "" "Picking order operation showing source location and destination location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:78 msgid "Process a packing" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:80 msgid "" "After validating the picking, the packing order is ready to process. Click " "back to the :guilabel:`Inventory Overview`, and locate the :guilabel:`Pack` " "task card on the dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:83 msgid "" "Click the :guilabel:`# To Process` button (in this case, :guilabel:`1 To " "Process`). This reveals the packing order generated from the previously " "confirmed sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:86 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 "" "Packing order operation showing source location and destination location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:93 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:98 msgid "Process a delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:100 msgid "" "Once the packing order has been validated, the delivery order is ready to " "process. Navigate back to the original sales order to process the delivery " "by going to :menuselection:`Sales app`, and selecting the sales order " "created previously." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:105 msgid "" "Delivery orders can *also* be accessed by going to :menuselection:`Inventory" " app --> Operations --> Deliveries`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:108 msgid "" "The :guilabel:`Delivery` smart button now indicates there are 3 transfers, " "instead of one. Clicking the :guilabel:`Delivery` smart button shows the " "three operations for this sales order: the picking, the packing, and the " "delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:112 msgid "" "Click the delivery (WH/OUT) transfer to open the delivery order. Then, click" " :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_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:119 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 "Dropshipping" msgstr "Dropship" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:7 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:14 msgid "Configure products to be dropshipped" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:16 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:20 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:29 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:37 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:45 msgid "" "While it is not necessary to enable the :guilabel:`Buy` route in addition to" " the :guilabel:`Dropship` route, enabling both provides the option of " "dropshipping the product or purchasing it directly." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:50 msgid "Fulfill orders using dropshipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/dropshipping.rst:52 msgid "" "When a sales order is created for a dropshipped product, an associated " "request for quotation (RfQ) is automatically generated to purchase the " "product from the vendor. 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-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:62 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:`Dropship` 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:70 msgid "" "The dropship receipt displays :guilabel:`Partners/Vendors` in the " ":guilabel:`Source Location` field, and :guilabel:`Partners/Customers` in the" " :guilabel:`Destination Location` field. 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:79 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:9 msgid "" "In Odoo *Inventory*, both incoming and outgoing shipments are configured to " "process in one step, by default. This means purchases will be received " "directly into stock, and deliveries will be moved directly from stock to " "customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:28 msgid "" "Incoming and outgoing shipments do **not** need to be configured with the " "same amount of steps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:16 msgid "" "For example, a warehouse's settings can be configured so products can be " "received directly in one step, and delivered in three steps (pick + pack + " "ship)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:22 msgid "" "To configure one-step receipts and deliveries for a warehouse, navigate to " ":menuselection:`Inventory app --> Configuration --> Warehouses`, and select " "a warehouse to edit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:25 msgid "" "Under the :guilabel:`Warehouse Configuration` tab, set :guilabel:`Incoming " "Shipments` to :guilabel:`Receive goods directly (1 step)`, and set " ":guilabel:`Outgoing Shipments` to :guilabel:`Deliver goods directly (1 " "step)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Incoming and outgoing shipments set to one-step on warehouse form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:34 msgid "" "Since one-step receipt and delivery is the default for incoming and outgoing" " shipments in Odoo, the *Multi-Step Routes* feature is *not* required." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:37 msgid "" "However, for the :guilabel:`Shipments` settings to appear on a warehouse " "form, the feature **must** be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:40 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:39 msgid "" "To enable *Multi-Step Routes*, navigate to :menuselection:`Inventory app -->" " Configuration --> Settings`. Under the :guilabel:`Warehouse` section, tick " "the checkbox next to :guilabel:`Multi-Step Routes`, and click " ":guilabel:`Save`. Doing so also activates the :guilabel:`Storage Locations` " "feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:48 msgid "Receive goods directly (1 step)" msgstr "Terima barang langsung (1 langkah)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:50 msgid "" "When products are received in one step, they will move from the vendor " "location to warehouse stock in the database immediately upon validation of a" " purchase order (PO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:79 msgid "" "To create a |PO|, navigate to the :menuselection:`Purchase app`, and click " ":guilabel:`New`. This opens a blank :guilabel:`Request for Quotation` (RfQ) " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:59 msgid "" "Add a vendor in the :guilabel:`Supplier` field. Then, fill out the various " "fields on the |RfQ|, as necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Filled out new request for quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:66 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:89 msgid "" "Under the :guilabel:`Products` tab, click :guilabel:`Add a product`, and " "select a product to add to the |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:69 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:92 msgid "" "Once ready, click :guilabel:`Confirm Order`. This moves the |RfQ| to the " ":guilabel:`Purchase Order` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:72 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:95 msgid "" "Once the |PO| is confirmed, a :guilabel:`Receipt` smart button appears at " "the top of the form. Clicking the smart button opens the warehouse receipt " "(WH/IN) form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Receipt smart button on confirmed purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:80 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:111 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:171 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:249 msgid "Process receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:82 msgid "" "From the warehouse receipt form, the products ordered can be received into " "the warehouse. To receive the products, click :guilabel:`Validate`. Once " "validated, the receipt moves to the :guilabel:`Done` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Validated warehouse receipt in Done stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:90 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:121 msgid "" "Click back to the |PO| (via the breadcrumbs, at the top of the form) to view" " the |PO| form. On the product line, the quantity in the " ":guilabel:`Received` column now matches the ordered :guilabel:`Quantity`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:97 msgid "Deliver goods directly (1 step)" msgstr "Kirimkan barang secara langsung (1 langkah)" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:99 msgid "" "When products are delivered in one step, they will move from warehouse stock" " to the customer location in the database immediately upon validation of a " "sales order (SO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:103 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:156 msgid "Create sales order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:105 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:158 msgid "" "To create a |SO|, navigate to the :menuselection:`Sales app`, and click " ":guilabel:`New`. This opens a blank sales quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:108 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:161 msgid "" "Add a customer in the :guilabel:`Customer` field. Then, fill out the various" " fields on the sales quotation form, as necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Filled out new sales quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:115 msgid "" "Under the :guilabel:`Product` tab, click :guilabel:`Add a product`, and " "select a product to add to the sales order quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:118 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:171 msgid "" "Once ready, click :guilabel:`Confirm`. This moves the quotation to the " ":guilabel:`Sales Order` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:121 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:174 msgid "" "Once the |SO| is confirmed, a :guilabel:`Delivery` smart button appears at " "the top of the form. Clicking the smart button opens the warehouse delivery " "(WH/OUT) form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Delivery smart button on confirmed sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:129 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:207 msgid "Process delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:131 msgid "" "From the warehouse delivery form, the products ordered by the customer can " "be delivered from the warehouse. To deliver the products, change the value " "in the :guilabel:`Quantity` field to match the ordered quantity in the " ":guilabel:`Demand` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:135 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:225 msgid "" "Once ready, click :guilabel:`Validate`. Once validated, the delivery order " "moves to the :guilabel:`Done` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst-1 msgid "Validated delivery order in Done stage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:142 msgid "" "Click back to the |SO| (via the breadcrumbs, at the top of the form) to view" " the |SO| form. On the product line, the quantity in the " ":guilabel:`Delivered` column now matches the ordered :guilabel:`Quantity`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:147 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:229 msgid ":doc:`../daily_operations`" 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:10 msgid "" "Depending on a company's needs, receiving and shipping products in and out " "of the warehouse might require multi-step operations. In Odoo *Inventory*, " "this can be done using *Multi-Step Routes*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:13 msgid "" "In the two-step receipt process, products are received in an input area, " "then transferred to stock. This kind of process for incoming shipments might" " be beneficial for warehouses with specific storage locations, such as " "freezers and refrigerators, secured locked areas, or special aisles and " "shelves." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:17 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:21 msgid "" "In the two-step delivery process, products are first picked from their " "respective location in the warehouse, then transferred to an output location" " before being shipped to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:24 msgid "" "This might be beneficial for companies using a First In, First Out (FIFO), " "Last In, First Out (LIFO), or First Expired, First Out (FEFO) removal " "strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:30 msgid "" "For example, a warehouse's settings can be configured so products can be " "received in two steps (input + stock), and delivered in three steps (pick + " "pack + ship)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:36 msgid "" "In Odoo *Inventory*, both incoming and outgoing shipments are configured to " "process in one step, by default. To change these settings, the *Multi-Step " "Routes* feature must be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Enabled Multi-Step Routes feature in Inventory app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:48 msgid "" "Next, configure a warehouse for two-step receipts and deliveries. Navigate " "to :menuselection:`Inventory app --> Configuration --> Warehouses`, and " "select a warehouse to edit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:51 msgid "" "Under the :guilabel:`Warehouse Configuration` tab, set :guilabel:`Incoming " "Shipments` to :guilabel:`Receive goods in input and then stock (2 steps)`, " "and set :guilabel:`Outgoing Shipments` to :guilabel:`Send goods in output " "and then deliver (2 steps)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Incoming and outgoing shipments set to two-step on warehouse form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:60 msgid "" "Selecting two-step receipts and deliveries automatically creates new *Input*" " and *Output* warehouse locations in the database, named `WH/Input` and " "`WH/Output`, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:63 msgid "" "To rename or edit these locations, navigate to :menuselection:`Inventory app" " --> Configuration --> Locations`, and select the desired location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:66 msgid "" "On the location's form, change the :guilabel:`Location Name`, and make any " "other necessary changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:70 msgid "Process receipt in two steps (input + stock)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:72 msgid "" "When products are received in two steps, they first move from the vendor " "location to an input location. Then, they move from the input location to " "warehouse stock in the database, upon validation of a purchase order (PO), " "and a subsequent internal transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:82 msgid "" "Add a vendor in the :guilabel:`Vendor` field. Then, fill out the various " "fields on the |RfQ|, as necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Filled out new Request for Quotation from vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Delivery smart button for validated purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:103 msgid "" "For businesses with multiple warehouses that have different step " "configurations, the :guilabel:`Deliver To` field on the |PO| form **must** " "be specified as the correct *input location* connected to the two-step " "warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:107 msgid "" "This can be done by selecting the warehouse from the drop-down menu 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:113 msgid "" "From the warehouse receipt form, the products ordered can be received into " "the warehouse. To receive the products, click :guilabel:`Validate`. Once " "validated, the receipt moves to the :guilabel:`Done` stage, and the products" " move to the :guilabel:`WH/Input` location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Receipt form for products ordered from vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:126 msgid "Process internal transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:128 msgid "" "Once the receipt is validated, an internal transfer is created and ready to " "process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:130 msgid "" "To view the internal transfer, navigate to the :menuselection:`Inventory " "app`, and locate the :guilabel:`Internal Transfers` task card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:133 msgid "" "Click the :guilabel:`# To Process` button on the task card to reveal a list " "of all internal transfers to process, and select the transfer associated " "with the previously validated receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:136 msgid "" "Once ready, click :guilabel:`Validate` to complete the transfer, and move " "the product from :guilabel:`WH/Input` to :guilabel:`WH/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:139 msgid "" "Once the transfer is validated, the products enter inventory, and are " "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 "Internal transfer form for products ordered from vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:149 msgid "Process delivery order in two steps (pick + ship)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:151 msgid "" "When products are delivered in two steps, they move from warehouse stock to " "an output location. Then, they move from the output location to a customer " "location in the database, upon validation of a picking order, and a " "subsequent delivery order (DO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Filled out new sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:168 msgid "" "Under the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and " "select a product to add to the sales order quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Delivery smart button on validated sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:182 msgid "Process picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:184 msgid "" "Once the sales order is confirmed, a picking order is generated and ready to" " process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:186 msgid "" "To complete the picking, navigate to the :guilabel:`Inventory app`, and " "locate the :guilabel:`Pick` task card on the :guilabel:`Inventory Overview` " "dashboard. Alternatively, the picking order can also be accessed via the " ":guilabel:`Delivery` smart button at the top of the sales order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:190 msgid "" "From the :guilabel:`Inventory Overview` page, click the :guilabel:`# To " "Process` button on the :guilabel:`Pick` task card. This reveals a list of " "all pickings to process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:193 msgid "" "Click on the picking (WH/PICK) operation associated with the sales order to " "reveal the picking order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Picking order form for products included in sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:200 msgid "" "Manually set the quantity by changing the value in the :guilabel:`Quantity` " "column, to match the value in the :guilabel:`Demand` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:203 msgid "" "Once ready, click :guilabel:`Validate` to complete the picking, and move the" " product from :guilabel:`WH/Stock` to :guilabel:`WH/Output.`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:209 msgid "" "Once the picking is validated, a delivery order is created, and ready to " "process. Clicking the :guilabel:`Delivery` smart button on the sales order " "form reveals the newly created delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:212 msgid "" "Alternatively, to view the delivery order, navigate back to the " ":guilabel:`Inventory Overview` page, via the breadcrumbs, and locate the " ":guilabel:`Delivery Orders` task card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:215 msgid "" "Click the :guilabel:`# To Process` button on the task card to reveal a list " "of all delivery orders to process, and select the order associated with the " "previously validated picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst-1 msgid "Delivery order form for products ordered by customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps.rst:222 msgid "" "To deliver the products, change the value in the :guilabel:`Quantity` field " "to match the ordered quantity in the :guilabel:`Demand` field." 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:46 msgid "Create a purchase order" 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-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_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 "" "Once the purchase order (PO) is confirmed, a receipt (`WH/IN`) operation is " "generated and ready to process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:66 msgid "" "The receipt can be confirmed from the original purchase order form, or it " "can be accessed by navigating to the :menuselection:`Inventory app`, and " "locating the :guilabel:`Receipts` task card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:69 msgid "" "Click the :guilabel:`# To Process` button to reveal all incoming receipts to" " process. Click the receipt associated with the previous purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:72 msgid "" "Click :guilabel:`Validate` to validate the receipt, and move the product to " "the destination location, :guilabel:`WH/Input`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Receipt operation for product being moved to WH/Input location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:80 msgid "Process a transfer to Quality Control" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:82 msgid "" "Once the receipt has been validated, an internal transfer operation to move " "the product to quality control is ready to process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:85 msgid "" "Click :guilabel:`Inventory Overview` in the breadcrumbs to navigate back to " "the dashboard, and locate the :guilabel:`Internal Transfers` task card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:88 msgid "" "Select the :guilabel:`# To Process` button to reveal all internal transfers " "to process. Then, choose the internal transfer associated with the validated" " receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:91 msgid "" "Once ready, click :guilabel:`Validate` to complete the transfer, and move " "the product from :guilabel:`WH/Input` to :guilabel:`WH/Quality Control`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Internal transfer for product being moved to quality control zone." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:99 msgid "Process a transfer to stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:101 msgid "" "Once the internal transfer to move the product to quality control has been " "validated, another internal transfer operation to move the product into " "warehouse stock is ready to process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:104 msgid "" "Click :guilabel:`YourCompany: Internal Transfers` in the breadcrumbs to " "reveal the list of all internal transfers to process. Then, select the new " "internal transfer to move the product from `WH/Quality Control` to " "`WH/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:108 msgid "" "Once ready, click :guilabel:`Validate` to complete the transfer, and move " "the product from :guilabel:`WH/Quality Control` to :guilabel:`WH/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst-1 msgid "Internal transfer for product being moved to warehouse stock." 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:3 msgid "Routes and push/pull rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:5 msgid "" "*Routes* in Odoo control the movement of products between different " "locations, whether internal or external, using push and pull rules. Once set" " up, these rules help automate the logistics of product movement based on " "specific conditions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:10 msgid "" "`Odoo Tutorials: Routes `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:11 msgid ":doc:`Standard routes in Odoo <../daily_operations>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:14 msgid "" "Routes are applicable on products, product categories, shipping methods, " ":ref:`packagings `, and on " "the sales order line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:18 msgid "About routes and terminology" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:20 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:29 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:38 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:48 msgid "Push rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:50 msgid "" "Push rules are used to *supply products into a storage locations* as soon as" " they arrive at a specific receiving location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:54 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:57 msgid "" "In a :doc:`one-step receipt route `, which uses " "one push rule, when a product arrives in the warehouse, a push rule can " "automatically transfer it to the *Storage Location*. Different push rules " "can be applied to different products, allowing for customized storage " "locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:66 msgid "Rule for a Receive in one step route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:66 msgid "Push rule for the 'Receive in one step' route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:68 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:90 msgid "" "For more information about configuring rules, skip to the :ref:`Configure " "rules section `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:72 msgid "Pull rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:74 msgid "" "Pull rules trigger product moves on demand, such as a sales order or a " ":doc:`need to restock " "<../../warehouses_storage/replenishment/reordering_rules>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:77 msgid "" "Pull rules work backward from the demand location. For example, in a " ":ref:`two-step delivery ` " "route, where items move from *Stock* to *Output* before being delivered to " "the *Customer Location*, the pull rule first creates a transfer from " "*Output* to the customer. If the product is not at *Output*, another pull " "rule creates a transfer from *Stock* to *Output*. The warehouse workers then" " process these transfers in the reverse order: picking, then shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:88 msgid "Example pull rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:88 msgid "Pull rules for the 'Deliver in two steps' route." 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:150 msgid "" ":ref:`Applicable on packagings `" 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:156 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:165 msgid "Custom Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:167 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:175 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:178 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:183 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:191 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:199 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:203 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:210 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:213 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:222 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:227 msgid "Rules" msgstr "Aturan" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:229 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:237 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:240 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:244 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:247 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:252 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:254 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:262 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:265 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:269 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:271 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:273 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:278 msgid "Example flow" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:280 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:283 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:286 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:289 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:292 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:300 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:308 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:316 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:323 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:330 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:335 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 number of times needed to navigate to a warehouse location. " "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:12 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:16 msgid "" "Batch picking is ideal for industries or warehouses that handle high order " "volumes with a stable demand. This method increases efficiency by allowing " "workers to pick items for multiple orders in one trip through the warehouse," " reducing travel time and boosting productivity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:23 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, Wave & Cluster " "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:30 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:38 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:107 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:39 msgid ":doc:`../daily_operations/delivery_three_steps`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:42 msgid "Create batch transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:44 msgid "" "To manually group transfers directly from the :menuselection:`Inventory " "app`, hover over the desired operation type from the :guilabel:`Inventory " "Overview` menu (e.g. the :guilabel:`Receipts` Kanban card), click the " ":icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then select " ":guilabel:`Prepare Batch`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "The Inventory dashboard with the Prepare Batch option highlighted." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:52 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:230 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:54 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:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:234 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:58 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:236 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:62 msgid "" "To learn more about the :guilabel:`Dock Location`, :guilabel:`Vehicle`, and " ":guilabel:`Vehicle Category` fields, see :doc:`dispatch management system " "<../../shipping_receiving/setup_configuration/dispatch>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:66 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:69 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:72 msgid "Click the :guilabel:`New` button to create a new transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:74 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:77 msgid "" "A new batch transfer is 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:83 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:87 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:97 msgid "Add batch from transfers list" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:99 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:107 msgid "" "On the transfers list, select the checkbox to the left of the selected " "transfers to add in a batch. Next, navigate to the :icon:`fa-cog` " ":guilabel:`Actions` 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:114 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:126 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:117 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:120 msgid "Add a :guilabel:`Description` for this batch." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:123 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:135 msgid "" "The :guilabel:`Description` field can be used to add additional information " "to help workers identify the source of the batch, where to place the batch, " "what shipping containers to use, etc." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:126 msgid "" "To create a batch to be processed at a later time, select the " ":guilabel:`Draft` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:128 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:141 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:134 msgid "Automatic batches" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:136 msgid "" "Batches can be automatically created and assigned based on several criteria." " The *Automatic Batches* option is defined on the *operation type* level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:140 msgid "" "In a multi-steps delivery process, the picking operation can be grouped by " "customer, while the shipping operation can be organized by carrier and " "destination country." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:143 msgid "" "To enable *Automatic Batches*, navigate to :menuselection:`Inventory app -->" " Configuration --> Operation Types`, and select the desired operation type " "(e.g. :guilabel:`Delivery`, :guilabel:`Pick`, etc). Then, select one or more" " :guilabel:`Batch Grouping` criteria by ticking the appropriate checkbox. " "Even if more than one grouping option is selected, only one batch is " "created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:148 msgid "" "Batches can be automatically generated based on the following criteria:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:150 msgid ":guilabel:`Contact`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:151 msgid ":guilabel:`Carrier`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:152 msgid ":guilabel:`Destination Country`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:153 msgid ":guilabel:`Source Location`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:154 msgid ":guilabel:`Destination Location`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst-1 msgid "" "The Batch and Wave Transfers settings page with the Auto batch grouping " "criteria visible." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:160 msgid "Process batch transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:162 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:165 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:170 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:177 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:185 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:187 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:193 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 transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:197 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:203 msgid "Create backorder" msgstr "Buat backorder" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:205 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:208 msgid "This pop-up window provides the option: :guilabel:`Create Backorder?`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:210 msgid "" "Clicking the :guilabel:`Create Backorder` button automatically creates a new" " batch transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:213 msgid "" "When creating a new backorder, the transfers that have **not** been " "validated in the batch will be removed from it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:216 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:218 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/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 picking method that combines the efficiency " "of :ref:`batch picking ` with immediate " "sorting during the picking process. It is best suited for warehouses with " "high order volumes where organization and speed are critical." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:14 msgid "" "Unlike batch picking, which requires a separate sorting step after picking, " "cluster picking sorts items directly into designated bins or containers for " "each *sales order* (SO). This eliminates the need for post-picking " "consolidation, making it ideal for operations prioritizing speed and " "accuracy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:18 msgid "" "Cluster picking is particularly effective in environments where immediate " "organization is crucial, and orders contain a mix of items that need precise" " sorting during, rather than after, the picking process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:22 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:29 msgid "|SO| 1 calls for one apple and orange" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:30 msgid "|SO| 2 calls for one apple and banana" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:31 msgid "|SO| 3 calls for one apple, orange, and banana" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:33 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:35 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:37 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:41 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, Wave & " "Cluster 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:57 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:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:48 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:64 msgid "When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:72 msgid "Packages setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:74 msgid "" "To configure the containers to be used during the picking process, navigate " "to :menuselection:`Inventory app --> Products --> Packages`. Click the " ":guilabel:`New` button to create a new package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:78 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:82 msgid "Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:85 msgid ":doc:`Packages <../../product_management/configure/package>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:88 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:`Reusable 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:96 msgid "Create cluster batch" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:98 msgid "" "To create a cluster, navigate to :menuselection:`Inventory app` 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:103 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:106 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:108 msgid "" ":doc:`Delivery in three steps <../daily_operations/delivery_three_steps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:110 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 " ":icon:`fa-cog` :guilabel:`Actions` 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:115 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:119 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:120 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:121 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:129 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:132 msgid "Then, add a :guilabel:`Description` for this batch." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:138 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:147 msgid "Process batches" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:149 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:152 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:154 msgid "" "Set the :guilabel:`Destination Package` to the package dedicated to that " "particular order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:157 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:160 msgid "" "At the storage location for apples, `WH/Stock/Shelf A`, assign the apples in" " all three pickings to one of the three reusable packages, `CLUSTER-PACK-1`," " `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:163 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/wave.rst:3 msgid "Wave transfers" msgstr "Transfer wave" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:7 msgid "" "While a batch transfer is a group of several pickings, a **wave transfer** " "contains certain parts of different pickings. In Odoo, wave transfers are " "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:11 msgid "" "Wave picking is ideal for warehouses that need to optimize the handling of " "high order volumes while managing complex picking criteria. With wave " "transfers, orders are grouped into waves based on factors like product " "location, category, or scheduled shipping times. Each wave is assigned to a " "different employee for the most efficient execution." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:16 msgid "" "Wave picking is particularly useful for operations where multiple sales " "orders (SOs), or a single order, must be picked across different waves. This" " approach enables flexible scheduling, allowing warehouses to align picking " "activities with shipping deadlines, or resource availability." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:21 msgid "|SO| 1 calls for one apple and one orange" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:22 msgid "|SO| 2 calls for one apple and one banana" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:23 msgid "|SO| 3 calls for one apple, one orange, and two bananas" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:25 msgid "" "Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C. A " "warehouse employee is assigned to the wave, and is provided with the " "following instructions:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:28 msgid "" "Shelf A: Pick three apples. Place them into a central cart designated for " "the wave." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:29 msgid "Shelf B: Pick two oranges. Add them to the same cart." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:30 msgid "Shelf C: Pick three bananas. Add them to the cart." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:32 msgid "" "The employee then takes the cart to the sorting/packing station. Items are " "then sorted and packed into individual orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:38 msgid "" "To enable wave picking, begin by navigating to :menuselection:`Inventory -->" " Configuration --> Settings`. In the :guilabel:`Operations` section, tick " "the :guilabel:`Batch, Wave & Cluster Transfers` checkbox to enable the " "setting." 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:45 msgid "" "Next, 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/wave.rst:51 msgid "Then, click :guilabel:`Save` to save the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:54 msgid "Create a wave" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:56 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, navigate to the :menuselection:`Inventory app`. Find the desired " "Kanban card, then click the :icon:`fa-ellipsis-v` :guilabel:`(vertical " "ellipsis)` icon to open the options menu. Under :guilabel:`New`, click " ":guilabel:`Prepare Wave`." 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:66 msgid "Create a new wave" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:68 msgid "" "On the :guilabel:`Prepare Wave` pop-up, stock moves lines are grouped by " "source location. Select the checkboxes for the product lines that should be " "added. 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:75 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:79 msgid "Add products to an existing wave" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:81 msgid "" "To add products to an existing wave, navigate to :menuselection:`Inventory " "--> Operations --> Wave Transfers`. Click on the appropriate wave from the " "list to open it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:84 msgid "" "Under the :guilabel:`Detailed Operations` tab, click :guilabel:`Add a line`." " Then, in the :guilabel:`Product` field, search for the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:88 msgid "Process a wave" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:90 msgid "" "To view all wave transfers and their statuses, go to " ":menuselection:`Inventory --> Operations --> Wave Transfers`. Click on the " "appropriate wave from the list to open it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:93 msgid "" "To assign the wave to a specific employee, click the :guilabel:`Responsible`" " field and select the appropriate name from the drop-down list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:96 msgid "" "To designate a :ref:`Dock location `, " "select an option from the drop-down menu in the :guilabel:`Docks Location` " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:100 msgid "" "The :doc:`dispatch management system " "<../../shipping_receiving/setup_configuration/dispatch>` feature in Odoo is " "used to plan and build shipments. Assigning batches to loading docks ensures" " the right products are pack into the appropriate trucks for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:104 msgid "" "Select a :guilabel:`Vehicle` from the drop-down. Making a selection in this " "field automatically updates the :guilabel:`Vehicle Category` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:107 msgid "Enter a :guilabel:`Description` for this wave, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:110 msgid "" "The :guilabel:`Description` field is automatically generated for " ":ref:`automatic waves `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:116 msgid "Automatic waves" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:118 msgid "" "Waves can be automatically created and assigned based on different criteria." " The *Automatic Batches* option is defined on the *operation type* level, " "which enables the creation of waves with distinct grouping criteria for each" " operation type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:122 msgid "" "To enable *Automatic Batches*, navigate to :menuselection:`Inventory app -->" " Configuration --> Operation Types`, and select the desired operation type " "(e.g. :guilabel:`Delivery`, :guilabel:`Pick`, etc). Under the " ":guilabel:`Batch & Wave Transfers` heading, tick the :guilabel:`Automatic " "Batches` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:127 msgid "" "Then, select one or more :guilabel:`Wave Grouping` criteria by ticking the " "appropriate checkbox. Even if more than one grouping option is selected, " "only one wave is created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:130 msgid "Automatic waves can be created based on the following criteria:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:132 msgid "" ":guilabel:`Product`: Split transfers by product, then group transfers that " "have the same product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:133 msgid "" ":guilabel:`Product Category`: Split transfers by product category, then " "group transfers that have the same product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst-1 msgid "" "The Automatic batches feature with the wave grouping option for product " "category selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:6 msgid "Removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:8 msgid "" "For companies with warehouses, *removal strategies* determine **which** " "products are taken from the warehouse, and **when**. For example, for " "perishable products, prioritizing the picking of goods with the nearest " "expiration date helps minimize food spoilage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:12 msgid "" "The following columns in the table below list the removal strategies " "available in Odoo, and detail how pickings are determined along with the " "picking order. Leverage these removal strategies to have Odoo automatically " "select how products are selected for orders:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:21 msgid ":doc:`FIFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:22 msgid ":doc:`LIFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:23 msgid ":doc:`FEFO `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:24 msgid ":doc:`Closest Location `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:25 msgid ":doc:`Least Packages `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:26 msgid "Based on" msgstr "Berdasarkan pada" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:27 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:28 msgid ":ref:`Incoming date `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:29 msgid ":ref:`Removal date `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:30 msgid ":ref:`Location sequence `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:31 msgid ":ref:`Package quantity `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:32 msgid "Selection order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:33 msgid "First in" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:34 msgid "Last in" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:35 msgid ":ref:`First to expire `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:36 msgid "Alphanumeric name of location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:37 msgid "Quantity closest to fulfilling demand" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:39 msgid "" "For comprehensive examples for how to use each removal strategy, refer to " "each individual documentation page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:47 msgid "" "Removal strategies are set on either the product category or storage " "location." 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:53 msgid "" "Configure removal strategies on the location by going to " ":menuselection:`Inventory --> Configuration --> Locations`, and selecting " "the desired location. On the location form, choose a removal strategy from " "the :guilabel:`Removal Strategy` field's drop-down menu options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:58 msgid "" "To set a removal strategy on a location, the :guilabel:`Storage Locations` " "and :guilabel:`Multi-Step Routes` settings **must** be enabled in " ":menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:62 msgid "" "These features are **only** necessary when setting the removal strategy on a" " location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:64 msgid "" "Configure removal strategies on product categories by going to " ":menuselection:`Inventory --> Configuration --> Product Categories` and " "selecting the intended product category. Next, choose a removal strategy " "from the :guilabel:`Force Removal Strategy` drop-down menu options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:69 msgid "" "When there are different removal strategies applied on both the location and" " product category for a product, the value set on the :guilabel:`Force " "Removal Strategy` field set on a :guilabel:`Product Category` form is " "applied as top priority." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:74 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:94 msgid "Required features" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:76 msgid "" "While some removal strategies are available by default, some additional " "features **must** be enabled in :menuselection:`Inventory --> Configuration " "--> Settings` for the removal strategy option to appear in the drop-down " "menu of the :guilabel:`Force Removal Strategy` or :guilabel:`Removal " "Strategy` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:81 msgid "" "Refer to the table below for a summary of required features. Otherwise, " "refer to the dedicated sections for the removal strategy for more details on" " requirements and usage." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:89 msgid "FIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:90 msgid "LIFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:91 msgid "FEFO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:92 msgid "Closest Location" msgstr "Lokasi Terdekat" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:93 msgid "Least Packages" msgstr "Paket Paling Sedikit" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:95 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:96 msgid "Lots & Serial Numbers" msgstr "Nomor Seri & Lot" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:97 msgid "Lots & Serial Numbers, Expiration Date" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:98 msgid "Storage Locations, Multi-Step Routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:104 msgid "Lots and serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:106 msgid "" "Lots and serial numbers differentiate identical products and track " "information like arrival or expiration dates. To enable this feature, " "navigate to :menuselection:`Inventory --> Configuration --> Settings`. Under" " the :guilabel:`Traceability` heading, check the box beside :guilabel:`Lots " "& Serial Numbers` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:115 msgid "" "Next, ensure the intended product is tracked by lots or serial numbers by " "navigating to the product form through :menuselection:`Inventory --> " "Products --> Products`, and selecting the desired product. On the product " "form, switch to the :guilabel:`Inventory` tab, and under the " ":guilabel:`Tracking` field, select either the :guilabel:`By Unique Serial " "Number` or :guilabel:`By Lots` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:121 msgid "" "After enabling the features, assign lot or serial numbers to products using " "an :doc:`inventory adjustment " "<../warehouses_storage/inventory_management/count_products>` or during " ":ref:`product reception `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:126 msgid "Locations and routes" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:128 msgid "" "**Storage locations** and **multi-step routes** are necessary features for " "setting **all** types of removal strategies on a location. However, these " "features are specifically required for the closest location removal strategy" " since it is only applied at the location level." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:132 msgid "" "To activate these features, navigate to :menuselection:`Inventory --> " "Configuration --> Settings`. Under the :guilabel:`Warehouse` heading, enable" " the :guilabel:`Storage Location` and :guilabel:`Multi-Step Routes` " "features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Enable the locations and route features." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:143 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:97 msgid "Expiration date" msgstr "Tanggal kadaluwarsa" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:145 msgid "" "Enable the **expiration date** feature to track expiration dates, best " "before dates, removal dates, and alert dates on a lot or serial number by " "navigating to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:149 msgid "" "Under the :guilabel:`Traceability` heading, ensure the :guilabel:`Lots & " "Serial Numbers` feature is selected, and then select the check box for " ":guilabel:`Expiration Dates` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Enable expiration dates feature for FEFO." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:161 msgid "" "The *packages* feature is used to group products together and is required " "for the least packages removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:164 msgid "" "Navigate to :menuselection:`Inventory --> Configuration --> Settings` and " "select the check box for the :guilabel:`Packages` feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst-1 msgid "Enable the packages feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:172 msgid ":doc:`Packages <../product_management/configure/package>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:173 msgid ":doc:`2-step delivery `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:174 msgid ":doc:`3-step delivery `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:3 msgid "Closest location removal" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:5 msgid "" "For the *Closest Location* removal strategy, products are picked based on " "the alphanumeric order of storage location titles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:8 msgid "" "The goal of this strategy is to save the warehouse worker from taking a long" " journey to a farther shelf when the product is also available at a closer " "location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:12 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:9 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:9 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:13 msgid ":doc:`About removal strategies <../removal_strategies>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:16 msgid "" "To understand *location sequence* in the closest removal strategy, consider " "the following example:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:19 msgid "" "A product is stored in the following locations: `Shelf A/Pallet`, `Shelf " "A/Rack 1`, and `Shelf A/Rack 2`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst-1 msgid "Show a mockup of real storage location in a warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:26 msgid "" "The sublocation, `Pallet`, is on the ground level. Products stored here are " "easier to retrieve, compared to requiring a forklift to reach `Rack 1` and " "`Rack 2`. The storage locations were strategically named in alphabetic " "order, based on ease of access." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:31 msgid "" "To use this removal strategy, the :guilabel:`Storage Locations` and " ":guilabel:`Multi-Step Routes` settings **must** be enabled in " ":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:35 msgid "" ":ref:`Set up removal strategy `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:40 msgid "Location names" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:42 msgid "" "To configure location names, begin by navigating to " ":menuselection:`Inventory app --> Configuration --> Locations`. Then, select" " an existing location, or click :guilabel:`New` to create a new one, and " "then enter the desired name in the :guilabel:`Location Name` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:46 msgid "" "Once the locations are named in alphabetical order, based on their proximity" " to the output or packing location, set the removal strategy on the " ":ref:`parent location `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:50 msgid "" "To do that, in the :guilabel:`Locations` list, select the parent location of" " the alphabetically named storage locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:53 msgid "" "Doing so opens the form for the parent location. In the :guilabel:`Removal " "Strategy` field, select :guilabel:`Closest Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:57 msgid "" "In a warehouse, the storage location `WH/Stock/Shelf 1` is located closest " "to the packing area, where products retrieved from shelves are packed for " "shipment. The popular product, `iPhone charger` is stored in three " "locations, `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:62 msgid "" "To use closest location, set the removal strategy on the parent location, " "'WH/Stock'." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:65 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:69 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:47 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:30 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:30 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:79 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:37 msgid "Workflow" msgstr "Workflow" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:67 msgid "" "To see how the closest location removal strategy works, consider the " "following example, featuring the popular product, `iPhone charger`, which is" " stored in `WH/Stock/Shelf 1`, `WH/Stock/Shelf 2`, and `WH/Stock/Shelf 3`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:71 msgid "" "Fifteen, five, and thirty units are in stock at each respective location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:74 msgid "" "To check the on-hand stock at each storage location, navigate to the product" " form, and click the :guilabel:`On Hand` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:0 msgid "Show on-hand stock at all locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:81 msgid "" "Create a :ref:`delivery order ` for eighteen " "units of the `iPhone charger` by navigating to the :menuselection:`Sales " "app` and creating a new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:84 msgid "" "After adding the products, clicking :guilabel:`Confirm` creates a delivery " "order that reserves items stored at the closest location, using the removal " "strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:87 msgid "" "For more details about *where* the units were picked, select the " ":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " "opens the :guilabel:`Open: Stock move` pop-up window that displays how the " "reserved items were picked, according to the removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst:91 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" " field displays where the quantities to fulfill the :guilabel:`Demand` are " "picked. All fifteen of the units stored at the closest location, " "`WH/Stock/Shelf 1`, are picked first. The remaining three units are then " "selected from the second closest location, `WH/Stock/Shelf 2`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/closest_location.rst-1 msgid "Display *Pick From* quantities for the order for iPhone chargers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:3 msgid "FEFO removal" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:5 msgid "" "The *First Expired, First Out* (FEFO) removal strategy targets products for " "removal based on their assigned removal dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:14 msgid "Removal date" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:16 msgid "" "Products **must** be removed from inventory before their *removal date*, " "which is set as a certain number of days before the product's *expiration " "date*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:19 msgid "" "The user sets this number of days by navigating to the product form's " ":guilabel:`Inventory` tab. Under the :guilabel:`Traceability` section, " "ensure the :guilabel:`Tracking` field is set to either :guilabel:`By Lots` " "or :guilabel:`By Unique Serial Number`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:23 msgid "" "Next, select the :guilabel:`Expiration Date` option, which makes the " ":guilabel:`Removal Date` field (and other date fields) appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:27 msgid "" "The :guilabel:`Lots and Serial Numbers` and :guilabel:`Expiration Dates` " "features **must** be enabled in :menuselection:`Inventory app --> " "Configuration --> Settings` to track expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:31 msgid "" "The expiration date of a product is determined by adding the date the " "product was received to the number of days specified in the " ":guilabel:`Expiration Date` field of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:34 msgid "" "The removal date takes this expiration date, and subtracts the number of " "days specified in the :guilabel:`Removal Date` field of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:38 msgid "" ":doc:`Expiration dates " "<../../product_management/product_tracking/expiration_dates>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:41 msgid "" "In the :guilabel:`Inventory` tab of the product, `Egg`, the following " ":guilabel:`Dates` are set by the user:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:44 msgid ":guilabel:`Expiration Date`: `30` days after receipt" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:45 msgid ":guilabel:`Removal Date`: `15` days before expiration date" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst-1 msgid "Display expiration and removal dates set on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:51 msgid "" "A shipment of Eggs arrive at the warehouse on January 1st. So, the " "expiration date of the Eggs is **January 31st** (Jan 1st + 30). By " "extension, the removal date is **January 16th** (Jan 31 - 15)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:57 msgid "" "To view the expiration dates of items in stock, navigate to the product " "form, and click the :guilabel:`On Hand` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:60 msgid "" "Next, click the additional options icon, located on the far-right, and " "select the columns: :guilabel:`Expiration Date` and :guilabel:`Removal " "Date`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst-1 msgid "" "Show expiration dates from the inventory adjustments model accessed from the *On Hand*\n" "smart button from the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:71 msgid "" "Using the :abbr:`FEFO (First Expired, First Out)` removal strategy ensures " "that products with the nearest removal date are picked first." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:74 msgid "" "To understand how this removal strategy works, consider the following " "example below about the product, `Carton of eggs`, which is a box containing" " twelve eggs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:77 msgid "" "The product is tracked :guilabel:`By Lots`, and the product category's " ":guilabel:`Force Removal Strategy` is set to :guilabel:`First Expired, First" " Out (FEFO)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:81 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:59 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:24 msgid "" ":ref:`Set up force removal strategy `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:82 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:60 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:25 msgid ":ref:`Enable lots tracking `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:83 msgid "" "`Odoo Tutorials: Perishable Products " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:90 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:69 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:35 msgid "LOT1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:91 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:70 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:36 msgid "LOT2" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:92 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:71 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:37 msgid "LOT3" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:93 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:72 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:38 msgid "On-hand stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:94 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:73 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:231 msgid "5" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:96 msgid "1" msgstr "1" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:98 msgid "April 4" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:99 msgid "April 10" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:100 msgid "April 15" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:101 msgid ":ref:`Removal date `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:102 msgid "February 26" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:103 msgid "March 4" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:104 msgid "March 9" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:106 msgid "" "To see the removal strategy in action, go to the :menuselection:`Sales app` " "and create a new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:109 msgid "" "Clicking :guilabel:`Confirm` creates a delivery order for today, December " "29th, and the lot numbers with the soonest expiration dates are reserved, " "using the :abbr:`FEFO (First Expired, First Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:113 msgid "" "To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " "icon, located on the far-right of the Carton of egg's product line, in the " ":guilabel:`Operations` tab of the delivery order. Doing so opens the " ":guilabel:`Open: Stock move` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:117 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" " field displays where the quantities to fulfill the :guilabel:`Demand` are " "picked from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst:120 msgid "" "Since the order demanded six Cartons of eggs, using the :abbr:`FEFO (First " "Expired, First Out)` removal strategy, all five Cartons from `LOT1`, with " "the removal date of February 26th, are picked. The remaining Carton is " "selected from `LOT2`, which has a removal date of March 4th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fefo.rst-1 msgid "The stock moves window that shows the lots to be removed using FEFO." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:3 msgid "FIFO removal" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:5 msgid "" "The *First In, First Out* (FIFO) removal strategy selects products with the " "earliest arrival dates. This method is useful for companies selling products" " that have short demand cycles, like clothes, for example. By using " ":abbr:`FIFO (First In, First Out)`, companies can prevent prolonged stock " "retention of specific styles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:14 msgid "" "Various quantities of the product, `T-shirt`, tracked by lot numbers, arrive" " on August 1st and August 25th. For an order made on September 1st, the " ":abbr:`FIFO (First In, First Out)` removal strategy prioritizes lots that " "have been in stock the longest. So, products received on August 1st are " "selected first for picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:0 msgid "Illustration of FIFO selecting the oldest products in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:24 msgid "" ":ref:`Lot/serial number setup details `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:29 msgid "Arrival date" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:31 msgid "" "To see the product lot or serial number that arrived in inventory first, " "navigate to :menuselection:`Inventory app --> Products --> Lots/Serial " "Numbers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:34 msgid "" "Then, select the :guilabel:`▶️ (right-pointing arrow)` icon on the left of a" " product line, in order to reveal a list of the product's lots or serial " "numbers that are in stock. The :guilabel:`Created On` field shows the " "lot/serial number creation date, which is, essentially, the arrival date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:39 msgid "" "Serial number `00000000500` of the product, `Cabinet with Doors`, arrived on" " December 29th, as displayed in the :guilabel:`Created On` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:0 msgid "Display arrival date of a lot for an item." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:49 msgid "" "To understand how :abbr:`FIFO (First In, First Out)` rotates products out, " "consider the following example, focusing on three lots of white shirts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:52 msgid "" "The shirts are from the *All/Clothes* category, where :abbr:`FIFO (First In," " First Out)` is set as the :guilabel:`Force Removal Strategy`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:55 msgid "" "The white shirts are tracked :guilabel:`By Lots` in the " ":guilabel:`Inventory` tab of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:62 msgid "" "The following table represents the on-hand stock and lot number details of " "white shirts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:74 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:221 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:228 msgid "3" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:76 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:42 msgid ":ref:`Created on `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:77 msgid "March 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:78 msgid "April 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:79 msgid "May 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:81 msgid "" "To see the removal strategy in action, create a :ref:`delivery order " "` for six white shirts by navigating to the " ":menuselection:`Sales app` and creating a new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:84 msgid "" "After clicking :guilabel:`Confirm` on the sales order, a delivery order with" " the oldest lot numbers for shirts are reserved, using the :abbr:`FIFO " "(First In, First Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:87 msgid "" "To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " "icon, located on the far-right of the white shirt's product line in the " ":guilabel:`Operations` tab of the delivery order. Doing so opens the " ":guilabel:`Open: Stock move` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.rst:91 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" " field displays where the quantities to fulfill the :guilabel:`Demand` are " "picked from. Since the order demanded six shirts, all five shirts from " "`LOT1`, and one shirt from `LOT2`, are selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/fifo.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/least_packages.rst:3 msgid "Least packages removal" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:5 msgid "" "The *Least Packages* removal strategy fulfills an order by opening the " "fewest number of packages, which is ideal for maintaining organized stock " "without needing to open multiple boxes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:10 msgid "" "`Odoo Tutorials: Least Packages " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:12 msgid "" "To understand how the removal strategy works, consider the following " "example, featuring a warehouse that stores packages of flour in bulk " "packages of `100 kg`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:15 msgid "" "To minimize moisture, and/or prevent pests from entering open packages, the " "least packages removal strategy is used to pick from a single, opened " "package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:21 msgid "" "A package of `100 kg` of flour is depleted to `54 kg` after fulfilling some " "orders. There are other packages of `100 kg` in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:24 msgid "" "When an order for `14 kg` of flour is placed, the package of `54 kg` is " "selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:25 msgid "" "When an order for *more* than `54 kg` of flour is placed, an unopened `100 " "kg` package is used to fulfill the order. While this temporarily results in " "two open packages, these open packages are prioritized in the next picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:32 msgid "" "Using the least package removal strategy, the fewest number of packages is " "used to fulfill an order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:35 msgid "" "The :ref:`Packages feature ` " "**must** be enabled to use this strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:38 msgid "" "Consider the following example, featuring the product, `Flour`. The " "product's :guilabel:`Units of Measure` field, located on the product form, " "is set to `kg`. The product is stored in packages of `100 kg`, with one " "remaining package containing `54 kg`. The product category's " ":guilabel:`Force Removal Strategy` is set to :guilabel:`Least Packages`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:44 msgid "" ":ref:`Set removal strategy on product category " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:47 msgid "" "To check the product's on-hand stock, navigate to the product form, and " "click the :guilabel:`On Hand` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:0 msgid "Show on-hand stock in each package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:54 msgid "" "Create a :ref:`delivery order ` for eighty " "kilograms of flour by going to the :menuselection:`Sales app` and creating a" " new quotation. After clicking :guilabel:`Confirm`, the delivery order is " "created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:58 msgid "" "On the delivery order, the :guilabel:`Quantity` field displays the amount " "automatically picked, according to the removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:61 msgid "" "For more details about *where* the units were picked, select the " ":guilabel:`⦙≣ (bulleted list)` icon, located on the far-right. Doing so " "opens the :guilabel:`Open: Stock move` pop-up window, displaying how the " "reserved items were picked, according to the removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst:65 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" " field displays where the quantities to fulfill the :guilabel:`Demand` are " "picked. Since the order demanded eighty kilograms, which exceeds the " "quantity in the opened package of `54 kg`, an unopened package of `100 kg` " "is selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/least_packages.rst-1 msgid "Show which package was picked in the *Pick From* field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:3 msgid "LIFO removal" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:5 msgid "" "The *Last In, First Out* (LIFO) removal strategy picks the **newest** " "products on-hand, based on the date they entered a warehouse's stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:8 msgid "" "Every time an order is placed for products using the :abbr:`LIFO (Last In, " "First Out)` strategy, 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/lifo.rst:16 msgid "" "In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy is" " 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/lifo.rst:19 msgid "" "Consider the following example, with the product, `Cinder Block`, which is " "tracked :guilabel:`By Lots` in the :guilabel:`Inventory` tab of the product " "form. The :guilabel:`Force Removal Strategy` for the cinder block's product " "category is set to :guilabel:`Last In, First Out (LIFO)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:26 msgid ":ref:`Check arrival date `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:28 msgid "" "The following table represents the cinder blocks in stock, and their various" " lot number details." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:43 msgid "June 1" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:44 msgid "June 3" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:45 msgid "June 6" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:47 msgid "" "To see the removal strategy in action, create a :ref:`delivery order " "` for seven cinder blocks by navigating to the " ":menuselection:`Sales app` and creating a new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:51 msgid "" ":guilabel:`Confirm` the sales order to create a delivery order. Doing so " "reserves the newest lot numbers are using the :abbr:`LIFO (Last In, First " "Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:54 msgid "" "To view the detailed pickings, click the :guilabel:`⦙≣ (bulleted list)` " "icon, located on the far-right of the cinder block's product line in the " ":guilabel:`Operations` tab of the delivery order. Doing so opens the " ":guilabel:`Open: Stock move` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst:58 msgid "" "In the :guilabel:`Open: Stock move` pop-up window, the :guilabel:`Pick from`" " field displays where the quantities to fulfill the :guilabel:`Demand` are " "picked from. Since the order demanded seven cinder blocks, the newest cinder" " blocks from `LOT3` are selected, using the :abbr:`LIFO (Last In, First " "Out)` removal strategy." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies/lifo.rst-1 msgid "" "The detailed operations shows which lots are being selected for the picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:6 msgid "Reservation methods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:8 msgid "" "Companies that sell and deliver goods to customers need to make sure they " "always have stock on-hand, so when new sales orders are confirmed, they can " "deliver products on time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:11 msgid "" "In Odoo, this can be handled using *reservation methods*. Reservation " "methods control how products included in a delivery order (DO) should be " "reserved for delivery, ensuring they are reserved at the correct times, for " "the correct orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:15 msgid "" "There are three different reservation methods in Odoo: *At Confirmation*, " "*Manually*, and *Before scheduled date*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:20 msgid "At Confirmation" msgstr "Pada Konfirmasi" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:22 msgid "" "Reserves products **only** when a sales order is confirmed, **and** if stock" " is already available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:25 msgid "Manually" msgstr "Manual" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:27 msgid "" "Once a quote is confirmed, product availability **must** be checked " "manually, and the required quantity **must** be reserved manually." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:30 msgid "Before scheduled date" msgstr "Sebelum tanggal terjadwal" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:32 msgid "" "A specific number of days can be selected; this is the maximum number of " "days **before** a scheduled delivery date that products should be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:38 msgid "" "Reservation methods are set on individual operations types. To configure " "reservation methods, go to :menuselection:`Inventory app --> Configuration " "--> Operations Types`. Then, select the desired operation type. Or, create a" " new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:42 msgid "" "In the :guilabel:`General` tab of the operation type form, locate the " ":guilabel:`Reservation Method` option, and choose which method should be " "used for this type of operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 msgid "Reservation method field on delivery order operation type form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:50 msgid "" "If the :guilabel:`Before scheduled date` reservation method is selected, a " "new :guilabel:`Reserve before scheduled date` field appears below. From this" " field, the number of :guilabel:`days before` and :guilabel:`days before " "when starred` can be changed from the default `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:55 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:38 msgid "" "Changing the :guilabel:`days before` value changes the maximum number of " "days before a scheduled date that products should be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:58 msgid "" "Changing the :guilabel:`days before when starred` value changes the maximum " "number of days before a scheduled date that starred (favorited) transfers " "for products should be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:0 msgid "" "Reserve before scheduled date fields with before scheduled date method " "chosen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:66 msgid "Required applications" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:68 msgid "" "The two required applications that **must** be :ref:`installed " "` to use reservation methods are the *Sales* and " "*Inventory* apps." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:72 msgid "" "In addition to delivery orders, reservation methods can also be used for " "*manufacturing orders*, *resupply subcontractor* orders, orders for " "*repairs*, and *internal transfers*, if desired. To enable this, configure " "the additional settings:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:76 msgid "" "**For manufacturing orders:** Install the *Manufacturing* application by " "going to the :menuselection:`Apps` application, locating the *Manufacturing*" " app, and clicking :guilabel:`Install`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:79 msgid "" "**For resupply subcontractor:** Navigate to :menuselection:`Manufacturing " "app --> Configuration --> Settings`, and under the :guilabel:`Operations` " "section, enable :guilabel:`Subcontracting`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:82 msgid "" "**For repairs:** Install the *Repairs* application by going to the " ":menuselection:`Apps` application, locating the *Repairs* app, and clicking " ":guilabel:`Install`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:84 msgid "" "**For internal transfers:** Navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`, and under the :guilabel:`Warehouse` section, " "enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:88 msgid "" "Once these apps are installed, no additional features need to be enabled " "from the settings for reservation methods to work. They will be available by" " default on certain operations types, and can be viewed and changed by " "navigating to :menuselection:`Inventory app --> Configuration --> Operations" " Types`, and then clicking on a specific operations type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:94 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:31 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:33 msgid "" "When the :guilabel:`Type of Operation` is changed to :guilabel:`Receipt` on " "an :guilabel:`Operations Type` form, reservation methods are **not** " "available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst-1 msgid "" "Operations Types highlighted from the Configurations submenu in the " "Inventory app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:102 msgid ":doc:`reservation_methods/at_confirmation`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:103 msgid ":doc:`reservation_methods/manually`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:104 msgid ":doc:`reservation_methods/before_scheduled_date`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:3 msgid "At confirmation reservation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:9 msgid "" "The *at confirmation* reservation method reserves products **only** when a " "sales order (SO) is confirmed, **and** if enough stock of the products " "included in the |SO| is already available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:13 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:16 msgid ":doc:`About reservation methods <../reservation_methods>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:18 msgid "" "To set the reservation method to *at confirmation*, navigate to " ":menuselection:`Inventory app --> Configuration --> Operations Types`. Then," " select the desired :guilabel:`Operation Type` to configure, or create a new" " one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:22 msgid "" "In the :guilabel:`General` tab on the operation type form, locate the " ":guilabel:`Reservation Method` field, and select :guilabel:`At " "Confirmation`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:32 msgid "" "To see the *at confirmation* reservation method in action, create a new |SO|" " by navigating to :menuselection:`Sales app --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:35 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:42 msgid "" "Add a customer in the :guilabel:`Customer` field. Then, in the " ":guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select a " "product to add to the quotation from the drop-down menu. Finally, in the " ":guilabel:`Quantity` column, adjust the desired quantity of the product to " "sell." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:39 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:92 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:46 msgid "Once ready, click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:41 msgid "" "Click the :guilabel:`📈 (area graph)` icon on the product line to reveal the " "product's :guilabel:`Availability` tooltip, which reveals the " ":guilabel:`Reserved` number of units for this order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:46 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:106 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:57 msgid "" "If there is **not** sufficient quantity of stock for the product included in" " the |SO|, the :guilabel:`📈 (area graph)` icon is red, instead of green." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:49 msgid "" "Instead of revealing the reserved number of units for the order, the " ":guilabel:`Availability` tooltip reads :guilabel:`Available`, and reveals " "the available number of units (e.g., `0 Units`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 msgid "Confirmed sales order with product availability tooltip selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:56 msgid "Forecasted Report" msgstr "Forecasted Report" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:58 msgid "" "To see all the factors that affect product reservation, click the " ":guilabel:`View Forecast` internal link arrow to view the " ":guilabel:`Forecasted Report` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:61 msgid "" "The :guilabel:`Forecasted Report` displays forecast information about the " "product(s) included in the sales order; namely, any live receipts of the " "product, and any active sales orders, which are listed in the " ":guilabel:`Used By` column. See how each order is fulfilled in the " ":guilabel:`Replenishment` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:66 msgid "" "Additionally, the :guilabel:`Forecasted` quantity is calculated at the top " "of the page, by adding the :guilabel:`On Hand` and :guilabel:`Incoming` " "quantity, and subtracting the :guilabel:`Outgoing` quantity, as shown below:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst-1 msgid "Forecasted quantity equation from the Forecasted Report page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:74 msgid "" "If one order should be prioritized over another order, click the " ":guilabel:`Unreserve` button on the corresponding order line in the " ":guilabel:`Replenishment` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:77 msgid "" "To deliver the products, click the :guilabel:`Delivery` smart button at the " "top of the sales order form. To confirm that the reservation worked " "properly, ensure that the :guilabel:`Product Availability` field reads " "`Available` (in green text), and the numbers in the :guilabel:`Demand` and " ":guilabel:`Quantity` columns match (in this case, both should read " "`100.00`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst-1 msgid "" "Delivery order for product included in sales order with at confirmation " "reservation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:86 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:149 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:108 msgid "Once ready, click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:89 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:152 msgid ":doc:`Manual reservation `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:90 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:139 msgid ":doc:`Before scheduled date reservation `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:3 msgid "Before scheduled date reservation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:9 msgid "" "The *Before scheduled date* reservation method allows users to select a " "specific number of days that act as the maximum number of days **before** a " "scheduled delivery date, when products included in a sales order (SO) should" " be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:19 msgid "" "To set the reservation method to *Before scheduled date*, navigate to " ":menuselection:`Inventory app --> Configuration --> Operations Types`. Then," " select the desired :guilabel:`Operation Type` to configure, or create a new" " one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:23 msgid "" "In the :guilabel:`General` tab, locate the :guilabel:`Reservation Method` " "field, and select :guilabel:`Before scheduled date`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:34 msgid "" "Once selected, a new :guilabel:`Reserve before scheduled date` field appears" " below. From this field, the number of :guilabel:`days before` and " ":guilabel:`days before when starred` can be changed from the default `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:41 msgid "" "Changing the :guilabel:`days before when starred` value changes the maximum " "number of days before a scheduled date that products should be reserved if " "the transfers are starred (favorited)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:45 msgid "" "Here, the :guilabel:`days before` value is set to `2` days before, and the " ":guilabel:`days before when starred` value is set to `3`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:48 msgid "" "This means products are reserved two days before the scheduled delivery date" " for normal orders, and three days before the scheduled delivery date for " "starred (favorited) transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 msgid "Reserve before scheduled date field with set numerical values." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:55 msgid "" "This is the configuration applied for the following workflow found below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:58 msgid "Edit product form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:60 msgid "" "Before the *Before scheduled date* reservation method can be used, ensure " "that a *customer lead time* is added to products that plan to be sold with " "this method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:63 msgid "" "To do that, navigate to :menuselection:`Inventory app --> Products --> " "Products`, and select the desired product to configure." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:66 msgid "" "On the product form, click the :guilabel:`Inventory` tab, and under the " ":guilabel:`Logistics` section, change the value in the :guilabel:`Customer " "Lead Time` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:69 msgid "For this example workflow, change it to `5` days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:71 msgid "" "This sets the scheduled delivery date for this specific product to five days" " after the creation date of the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 msgid "Product form with customer lead time set in Inventory tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:81 msgid "" "To see the *Before scheduled date* reservation method in action, create a " "new |SO| by navigating to :menuselection:`Sales app --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:84 msgid "" "Add a customer in the :guilabel:`Customer` field, then, in the " ":guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and select a " "product from the drop-down menu that has a configured *customer lead time*, " "to add to the quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:88 msgid "" "Finally, in the :guilabel:`Quantity` column, adjust the desired quantity of " "the product to sell." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:90 msgid "For this sample workflow, set the :guilabel:`Quantity` to `10`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:94 msgid "" "Click the green :guilabel:`📈 (area graph)` icon on the product line to " "reveal the product's :guilabel:`Availability` tooltip. This tooltip reveals " "the reserved number of units for this order. Because the reservation method " "is set to *Before scheduled date*, the :guilabel:`Reserved` quantity reads " "`0 Units`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:99 msgid "" "However, below that quantity reads `Available in stock`. This is because the" " quantity is available, but the scheduled date, for this example workflow, " "is five days from the order date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:102 msgid "" "Since reservation is not until two days before the scheduled delivery, it " "will not reserve the products until then." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:109 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:60 msgid "" "Instead of revealing the reserved number of units for the order, the " ":guilabel:`Availability` tooltip reads :guilabel:`Reserved`, and reveals the" " available number of units (e.g., `0 Units`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:112 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:63 msgid "" "Additionally, unless there is a set replenishment or a live receipt, it also" " reads :guilabel:`No future availability`, in red text." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:119 msgid "" "Click the :guilabel:`Delivery` smart button to see the delivery order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:121 msgid "" "On the delivery order form, the status in the :guilabel:`Product " "Availability` field is listed as `Available`, in yellow text, instead of " "green. This is because there is sufficient stock on-hand for this order, but" " no quantity has been reserved yet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:125 msgid "" "Note the :guilabel:`Scheduled Date` field, above the :guilabel:`Product " "Availability` field, displays the date five days from the order creation " "date. This indicates that the products are not reserved until three days " "from today's date (two days before the scheduled delivery date)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 msgid "Delivery order form with product availability and reserved quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:133 msgid "" "In the :guilabel:`Operations` tab on the :guilabel:`Product` line, the " "numbers in the :guilabel:`Demand` column and the :guilabel:`Quantity` column" " do not match (in this case, the :guilabel:`Demand` column lists `10.00`, " "while the :guilabel:`Quantity` column lists `0`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:137 msgid "" "The :guilabel:`Quantity` column lists `0` because the products aren't " "reserved until two days *before* their delivery date. Odoo automatically " "reserves the products once the scheduled date arrives, at which point the " ":guilabel:`Demand` and :guilabel:`Quantity` columns will match." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:142 msgid "" "If the products in the |SO| should be reserved *sooner* than the scheduled " "reservation date, the reservation can be manually overridden. To manually " "reserve the products sooner than scheduled, click :guilabel:`Check " "Availability` at the top of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:146 msgid "" "This turns the `Available` status in the :guilabel:`Product Availability` " "field green, and changes the number in the :guilabel:`Quantity` column to " "match the :guilabel:`Demand` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:153 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:138 msgid ":doc:`At confirmation reservation `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:3 msgid "Manual reservation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:9 msgid "" "Unlike the *At Confirmation* reservation method, the *Manually* reservation " "method does **not** reserve products automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:12 msgid "" "Instead, once a sales order (SO) is confirmed, product availability **must**" " be checked manually, and the required quantity **must** be reserved " "manually." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:21 msgid "" "To set the reservation method to *Manually*, navigate to " ":menuselection:`Inventory app --> Configuration --> Operations Types`. Then," " select the desired :guilabel:`Operation Type` to be configured, or create a" " new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:25 msgid "" "In the :guilabel:`General` tab, locate the :guilabel:`Reservation Method` " "field, and select :guilabel:`Manually`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:39 msgid "" "To see the *Manually* reservation method in action, create a new |SO| by " "navigating to :menuselection:`Sales app --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:48 msgid "" "Click the green :guilabel:`📈 (area graph)` icon on the product line to " "reveal the product's :guilabel:`Availability` tooltip. This tooltip reveals " "the reserved number of units for this order. Because the reservation method " "is set to *Manually*, the :guilabel:`Reserved` quantity reads `0 Units`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:53 msgid "" "However, below that quantity reads `Available in stock`. This is because the" " quantity is available, but must be manually reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:70 msgid "" "Once the |SO| is confirmed, navigate to the :menuselection:`Inventory app`, " "and locate the :guilabel:`Delivery Orders` card on the :guilabel:`Inventory " "Overview` page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:73 msgid "" "The :guilabel:`Delivery Orders` card displays the current status of live " "orders, including those with a :guilabel:`Waiting` status. Orders with this " "status indicate that the products in those orders have either not been " "reserved yet, or are not in stock at all." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst-1 msgid "Delivery orders task card with waiting status orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:81 msgid "" "To see the |SO| created previously, click the :guilabel:`(#) Waiting` button" " on the card (in this case, `8 Waiting`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:84 msgid "" "Locate the delivery order (DO) tied to the |SO| that was previously created," " and click the line to view it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:87 msgid "" "On the :guilabel:`Delivery Order` form, the status in the :guilabel:`Product" " Availability` field is listed as `Available`, in yellow text, instead of " "green. This is because there is sufficient stock on hand for this order, but" " no quantity has been reserved yet." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:91 msgid "" "In the :guilabel:`Operations` tab, on the :guilabel:`Product` line, the " "numbers in the :guilabel:`Demand` column and the :guilabel:`Quantity` column" " do *not* match." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:94 msgid "" "In this case, the :guilabel:`Demand` column lists `10.00`, while the " ":guilabel:`Quantity` column lists `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:101 msgid "" "To manually reserve the specified quantity of the product for this order, " "click the :guilabel:`Check Availability` button at the top of the form. " "Doing so turns the `Available` status in the :guilabel:`Product " "Availability` field green, and changes the number in the " ":guilabel:`Quantity` column to match the :guilabel:`Demand` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:106 msgid "" "This is because there is sufficient quantity in stock to reserve for the " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:111 msgid "" "Multiple orders with a *Waiting* status can be manually reserved at the same" " time, and set to *Ready* status." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:114 msgid "" "To do that, open the :menuselection:`Inventory` app, which reveals the " ":guilabel:`Inventory Overview` page. The :guilabel:`Inventory Overview` page" " is also accessible by navigating to :menuselection:`Inventory app --> " "Overview`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:118 msgid "" "From the :guilabel:`Inventory Overview` page, click the :guilabel:`(#) " "Waiting` button on the :guilabel:`Delivery Orders` card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:121 msgid "" "Then, tick the checkboxes to the left of each desired order, or tick the " "checkbox in the header row, to the far-left, to select all orders on the " "page at once." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:124 msgid "" "Then, click the :guilabel:`Check Availability` button at the top of the " "page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:126 msgid "" "If the products included in every selected order have enough stock on-hand, " "this reserves the products, and moves the order into :guilabel:`Ready` " "status. Upon receiving a :guilabel:`Ready` status, the order disappears from" " the :guilabel:`Waiting` list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:130 msgid "" "If there is *not* enough stock on-hand, the order retains its current " "status, and remains on the list." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:0 msgid "List of orders in waiting status and check availability button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:5 msgid "Delivery methods" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:7 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:10 msgid "" "When integrated with a :ref:`third-party carrier " "`, shipping prices are calculated based on " "the carrier's pricing information." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:14 msgid "" ":ref:`Third-party shipping carrier setup `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:15 msgid "" "`Odoo Tutorials: Delivery Prices " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:21 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:24 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 msgid "Add shipping" msgstr "Tambah pengiriman" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:35 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:39 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:42 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:47 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:50 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:54 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:61 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:265 msgid "Delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:63 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:10 msgid ":doc:`third_party_shipper`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:10 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 "Overview" #: ../../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:163 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:164 msgid ":doc:`multipack`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:3 msgid "DHL integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:5 msgid "" "DHL is one of the shipping carriers for which a *shipping connector* is " "available in Odoo's **Inventory** app. By enabling the shipping connector in" " the app's settings, and configuring at least one *shipping method*, the " "process of :doc:`calculating shipping rates <../setup_configuration>` and " ":doc:`generating shipping labels ` is greatly simplified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:11 msgid "" "While a variety of shipping connectors are available for different carriers," " this documentation details the configuration settings specific to " "integrating DHL. For instructions on configuring the integration settings " "common to all shippers, see the documentation on :doc:`third-party shippers " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:17 msgid "Enable DHL shipping connector" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:19 msgid "" "Before creating a DHL shipping method, it is necessary to enable the " "carrier's shipping connector. To do so, navigate to " ":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:22 msgid "" "Scroll down to the :guilabel:`Shipping Connectors` section, and tick the " "checkbox next to :guilabel:`DHL Express Connector`. Finally, click " ":guilabel:`Save` to apply the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:25 msgid "" "Once the connector has been enabled, a :icon:`oi-arrow-right` :guilabel:`DHL" " Shipping Methods` link appears below. Click the link to open a page showing" " all shipping methods configured for DHL." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:29 msgid "Configure DHL shipping method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:31 msgid "" "After enabling the shipping connector for DHL, shipping methods can be " "configured for the carrier. Once configured, a shipping method can be added " "as a line item to sales orders (SOs), which allows for automatic computation" " of shipping rates, and generation of shipping labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:35 msgid "" "To create a new DHL shipping method, navigate to :menuselection:`Inventory " "app --> Configuration --> Settings`. In the :guilabel:`Shipping Connectors` " "section, select the :guilabel:`DHL Shipping Methods` link below the " ":guilabel:`DHL Express Connector` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:40 msgid "" "It is also possible to see existing shipping methods for every carrier, by " "navigating to :menuselection:`Inventory app --> Configuration --> Shipping " "Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:43 msgid "" "Click :guilabel:`New` to open a blank shipping method form. If a shipping " "method has already been created, it can be selected from this screen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst-1 msgid "The form for a DHL shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:60 msgid "General information" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:53 msgid "" "Begin configuring the shipping method by entering its title in the " ":guilabel:`Shipping Method` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:56 msgid "" "In the :guilabel:`Provider` drop-down menu, select the :guilabel:`DHL` " "option. After doing so, a new :guilabel:`DHL Configuration` tab appears at " "the bottom of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:59 msgid "" "All other fields in this section are identical on the shipping method forms " "for each shipping carrier. See the documentation on :doc:`third-party " "shippers ` for instructions on how to properly " "configure them." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:64 msgid "DHL Configuration" msgstr "Konfigurasi DHL" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:66 msgid "" "The :guilabel:`DHL Configuration` tab on the shipping method form is used to" " connect the user's DHL account to Odoo, and configure the shipping method's" " details." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:70 msgid "DHL SiteID, password, and account number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:72 msgid "" "A DHL SiteID, password, and account number are used to link a DHL account " "with third-party services, like Odoo's **Inventory** app. The SiteID and " "password are different credentials than the ones used to log in to a DHL " "account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:76 msgid "" "To obtain a DHL SiteID, password, and account number, it is necessary to " "register on the `DHL API Developer Portal " "`_, by filling out the following " "information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:80 msgid ":guilabel:`First name`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:81 msgid ":guilabel:`Last name`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:82 msgid ":guilabel:`Email address`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:83 msgid ":guilabel:`Username`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:84 msgid ":guilabel:`Company Name`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:85 msgid ":guilabel:`Country`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:87 msgid "" "After filling out all of the fields, tick the :guilabel:`I have read and " "accept the terms of use and the privacy policy` checkbox, and click " ":guilabel:`Send` to register." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:90 msgid "" "After registering, a confirmation email is sent to verify the application. " "Click the link inside the email to activate the developer portal account, " "and set a password." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:93 msgid "" "This email also includes the account number for the developer portal " "account. Enter the number in the :guilabel:`DHL Account Number` field on the" " shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:96 msgid "" "Once the developer portal account has been confirmed, log in to the portal " "using the username and password. Click on the user avatar in the top-right " "corner of the screen to open the user dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:99 msgid "" "On the dashboard, click on the :guilabel:`Apps` tab, and select an app. In " "the :guilabel:`Credentials` section, click the :guilabel:`Show key` button " "below the :guilabel:`API Key` and :guilabel:`API Secret` fields." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:103 msgid "" "Return to the shipping method form in the Odoo database. Enter the *DHL API " "Key* in the :guilabel:`DHL SiteID` field, and the *API Secret* in the " ":guilabel:`DHL Password` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:107 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:123 msgid "Shipping details" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:109 msgid "" "The rest of the fields in the :guilabel:`DHL Configuration` tab are used to " "configure the shipping method itself:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:112 msgid ":guilabel:`Region`: the region in which the shipping method is used." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:113 msgid "" ":guilabel:`DHL Product`: the shipping service purchased from DHL (e.g. " "Express Worldwide)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:114 msgid "" ":guilabel:`DHL Package Type`: the type of DHL package used for delivery " "(e.g. DHL Box)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:115 msgid "" ":guilabel:`Package Weight Unit`: the unit of measure used to display package" " weight." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:116 msgid "" ":guilabel:`Package Dimension Unit`: the unit of measure used to display " "package size." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:117 msgid "" ":guilabel:`Label Format`: the file format used to generate shipping labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:118 msgid "" ":guilabel:`Label Template`: the paper size used to print shipping labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:121 msgid "" "Before selecting service options for a shipping method, make sure those " "services are actually available for the DHL account. Available services " "depend on the contract negotiated with DHL." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:125 msgid "Options" msgstr "Opsi" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:127 msgid "" "Additional settings are available in the :guilabel:`Options` section at the " "bottom of the :guilabel:`DHL Configuration` tab:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:130 msgid "" ":guilabel:`Generate Return Label`: Enable this option to automatically " "generate a return label after validating a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:132 msgid "" ":guilabel:`Dutiable Material`: Enable this option if the shipping method is " "liable to customs or other duties." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:3 msgid "Dispatch management system" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:5 msgid "" "The *dispatch management system* feature in Odoo is used to plan and build " "shipments. Key features include:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:8 msgid "" "**Load building**: Group products for specific carriers, assign those " ":doc:`batches <../picking_methods/batch>` to loading docks, and manage " "vehicle assignments based on fleet capacity. This ensures the right products" " are packed into the appropriate trucks for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:11 msgid "" ":doc:`Fleet management <../../../../hr/fleet>`: Track and manage the " "capacity of in-house delivery vehicles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:17 msgid "" "To use the dispatch management system, the following setup must be " "completed:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:19 msgid ":ref:`Install ` the **Fleet** application." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:20 msgid "" "Configure vehicle :ref:`capacity (volume and weight) " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:22 msgid "Enter vehicle :doc:`car model(s) <../../../../hr/fleet/models>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:23 msgid "" "Enable :ref:`necessary features ` in the **Inventory** app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:25 msgid "" "Set up :ref:`vehicles as delivery methods " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:27 msgid "Create :ref:`dock locations `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:32 msgid "Vehicle capacity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:34 msgid "" "To configure the vehicle capacity, go to :menuselection:`Fleet app --> " "Configuration --> Categories`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:37 msgid "" "Next, click :guilabel:`New` to add a new category, or click into an existing" " category to modify it. In the :guilabel:`Name` field, enter the type of " "vehicle (e.g., `Pick-up truck`, `Van`, or `Cargo truck`). Then, enter the " "vehicle capacity in the :guilabel:`Max Weight` (in kilograms) and " ":guilabel:`Max Volume` (in cubic meters) fields." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst-1 msgid "Vehicle categories with defined weight and volume." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:47 msgid "" "The units of measurement for vehicle capacity are assigned at the global " "level in the **Settings** app, in the :guilabel:`Units of Measure` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:0 msgid "Show units of measure settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:54 msgid ":ref:`Vehicle category `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:58 msgid "Car model" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:60 msgid "" "Configuring a vehicle's car model is required when adding vehicles in Odoo. " "Ensure the correct *Category* is selected for a car model. Doing so " "automatically applies weight and volume capacities to all vehicles of that " "type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:64 msgid "" "To configure, navigate to :menuselection:`Fleet app --> Configuration --> " "Models`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:66 msgid "" "From the :guilabel:`Models` list, select an existing model, or click " ":guilabel:`New` in the top-left corner to create a new model. Then, set the " "relevant :guilabel:`Category` field to the relevant vehicle category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:71 msgid ":doc:`Create car model <../../../../hr/fleet/models>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:77 msgid "Inventory settings" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:79 msgid "" "Next, go to :menuselection:`Inventory app --> Configuration --> Settings`, " "and enable the required features for dispatch management." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:82 msgid "" "In the :guilabel:`Operations` section, tick the :guilabel:`Batch, Wave & " "Cluster Transfers` checkbox to prepare batches of orders for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:85 msgid "" "In the :guilabel:`Shipping` section, tick the :guilabel:`Delivery Methods` " "and :guilabel:`Dispatch Management System` checkboxes. Doing so allows " "specific vehicles to be :ref:`set as carriers " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:89 msgid "" "In the :guilabel:`Warehouse` section, tick the :guilabel:`Storage Locations`" " checkbox to assign specific locations in the warehouse as loading zones for" " delivery trucks." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:92 msgid "" "Then, once all the configurations are complete, be sure to click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:97 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:90 msgid "Delivery method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:99 msgid "" "Next, assign each delivery vehicle as a *Carrier* by configuring a delivery " "method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:101 msgid "" "To configure delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Delivery Methods`. Select an existing delivery method, or " "click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:105 msgid ":doc:`Configure delivery method <../setup_configuration>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:107 msgid "" "On the :guilabel:`Delivery Method` form, enter a name for the delivery " "method. It is recommended to use identifying information, such as the " "vehicle description and license plate number (e.g. `Truck 123-ABCD`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:111 msgid "" "Since the delivery methods are managed internally, set the " ":guilabel:`Provider` to either :guilabel:`Fixed Price` or :guilabel:`Based " "on Rules`. For more information about how shipping prices are calculated, " "refer to the :doc:`Delivery method <../setup_configuration>` article." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:115 msgid "" "Next, set a :guilabel:`Delivery Product`, which is the product that shows up" " as the customer's :ref:`delivery charge ` " "on the sales order or invoice." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:118 msgid "" "Optionally, in the :guilabel:`Availability` tab, set the " ":guilabel:`Countries`, :guilabel:`States`, or :guilabel:`Zip Prefixes` to " "limit the range of local delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:124 msgid "Delivery method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:124 msgid "" "Example delivery method, with the :guilabel:`Zip Prefixes` set to San " "Francisco's zip code." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:129 msgid "Dock locations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:131 msgid "" "Each loading dock must have a dedicated location. To create or configure " "dock locations, go to :menuselection:`Inventory app --> Configuration --> " "Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:134 msgid "" "Click the desired location, which opens the :guilabel:`Location` form. In " "the :guilabel:`Additional Information` section, tick the :guilabel:`Is a " "Dock Location` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:140 msgid "Location configuration." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:140 msgid "" "Location configuration page with :guilabel:`Is a Dock Location` checkbox " "ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:143 msgid "Build loads" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:145 msgid "" "Once setup is complete, :ref:`assign orders to a carrier " "` and :ref:`group them into " "batches `. Then, :ref:`configure " "the batch form `, as needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:150 msgid "" "To group products, go to the :menuselection:`Inventory app --> Operations " "--> Deliveries`, which reveals a list of outgoing deliveries." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:154 msgid "" "Since this article is about a specific use case, explore details about each " "picking method in their dedicated articles." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:157 msgid ":doc:`../picking_methods/batch`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:158 msgid ":doc:`Wave picking <../picking_methods/wave>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:159 msgid ":doc:`../picking_methods/cluster`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:165 msgid "Carrier assignment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:167 msgid "" "Reveal the *Carrier* column, if it is not visible by default, by clicking " "the :icon:`oi-settings-adjust` :guilabel:`(settings)` icon in the top-right " "corner, and ticking the :guilabel:`Carrier` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:172 msgid "" "Other useful columns to enable can be :guilabel:`Zip` code, " ":guilabel:`Shipping Weight`, and :guilabel:`Shipping Volume`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:175 msgid "" "Select the delivery orders for the batch by ticking the checkboxes on the " "left. Next, click into the line's :guilabel:`Carrier` fields. In the " "resulting drop-down menu, choose the desired vehicle's :ref:`delivery method" " `. A " ":guilabel:`Confirmation` pop-up window appears, indicating the number of " "orders being added to the batch. Click :guilabel:`Confirm`, and the carrier " "is updated for all the selected records." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:184 msgid "Set carrier." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:184 msgid "" "The delivery method `Truck 1-MER-001` is set as the :guilabel:`Carrier` for " "two delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:189 msgid "Create batch" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:191 msgid "" "With the carrier set, begin adding orders to a batch or wave transfer by " "ticking the checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:194 msgid "" "If a delivery order is already assigned to a batch transfer, assigning a " "batch transfer here does **not** update it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:197 msgid "" "Then, click the :icon:`fa-cog` :guilabel:`Actions` button, and click either " ":guilabel:`Add to batch` or :guilabel:`Add to wave`. In the pop-up window, " "ensure :guilabel:`Add to` is set to :guilabel:`a new [batch/wave] transfer`," " then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:204 msgid "Example wave." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:204 msgid "Delivery orders are selected to be grouped into a wave transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:207 msgid "Alternative batch creation method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:209 msgid "" "Another place to create batches is by going to the " ":menuselection:`Inventory` app, and in the :guilabel:`Delivery Orders` card," " click the :icon:`fa-ellipsis-v` :guilabel:`(three dots)` icon. In the " "resulting drop-down menu, click :guilabel:`Prepare batch`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:214 msgid "" "The :guilabel:`Transport Management` drop-down menu contains other tools for" " fleet management:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:216 msgid ":guilabel:`Manage Batches`: open list of batches" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:217 msgid "" ":guilabel:`Dock Dispatching`: open weekly calendar view of scheduled batch " "operations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:218 msgid "" ":guilabel:`Batches by Route`: Kanban view of batches grouped by fulfillment " "route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:219 msgid "" ":guilabel:`Calendar`: open hourly calendar view of scheduled operations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:220 msgid ":guilabel:`Statistics`: open pivot table of the batch transfers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst-1 msgid "" "Show prepare batch option from the Transport Management drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:228 msgid "Batch form" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:232 msgid "" ":guilabel:`Responsible`: employee assigned to the picking. Leave blank if " "*any* worker can fulfill this picking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:238 msgid ":guilabel:`Dock Location`: select the loading location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:239 msgid "" ":guilabel:`Vehicle`: select the vehicle, which will auto-fill " ":guilabel:`Vehicle Category`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:240 msgid "" ":guilabel:`Vehicle Category`: show if the order exceeds the :ref:`vehicle's " "capacity limits `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:244 msgid "" "The :guilabel:`Volume` bar is grayed out because the capacity has been " "reached." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:0 msgid "Show batch form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:250 msgid "Prepare delivery route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:252 msgid "" "To help the driver prepare, click the :guilabel:`Map` button at the top of " "the batch or wave form to view delivery destinations on a map. Selecting an " "individual delivery order pinpoints its location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:256 msgid "" "The :guilabel:`Map` button is only visible for transfers with the " ":guilabel:`In progress` status." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst-1 msgid "Show map in Odoo, with information of the delivery orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:261 msgid "" "Additionally, use the :guilabel:`View in Google Maps` button to generate a " "route from the warehouse to the delivery points." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst-1 msgid "Show Google Map route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:3 msgid "FedEx integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:5 msgid "" "Integrating a FedEx account with Odoo's **Inventory** app makes it possible " "to :doc:`calculate shipping rates <../setup_configuration>`, and " ":doc:`generate shipping labels ` within Odoo. This is accomplished " "by enabling the FedEx *shipping connector*, then configuring at least one " "*shipping method*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:11 msgid "" "This documentation contains configuration details specific to FedEx " "integration. See the documentation on :doc:`third-party shippers " "` for general shipper integration instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:16 msgid "Enable shipping connector" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:18 msgid "" "To enable the shipping connector for FedEx, navigate to " ":menuselection:`Inventory app --> Configuration --> Settings`. Scroll down " "to the :guilabel:`Shipping Connectors` section, and tick the checkbox next " "to :guilabel:`FedEx Connector`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:22 msgid "" "Finally, click :guilabel:`Save` to save the changes. After doing so, a " ":icon:`oi-arrow-right` :guilabel:`FedEx Shipping Methods` button appears " "below :guilabel:`FedEx Connector`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst-1 msgid "The FedEx Shipping Methods button below the FedEx Connector." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:30 msgid "Configure shipping method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:32 msgid "" "Once the FedEx shipping connector is enabled, it is necessary to configure " "at least one shipping method. After doing so, the shipping method can be " "included in sales orders (SOs), and used to compute shipping costs, and " "print shipping labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:36 msgid "" "To enable a shipping method, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`, and click the :guilabel:`FedEx Shipping " "Methods` button below the :guilabel:`FedEx Connector` checkbox. Doing so " "opens a page that shows all existing FedEx shipping methods." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:41 msgid "" "To see all shipping methods for every shipper with a connector enabled, " "navigate to :menuselection:`Inventory app --> Configuration --> Shipping " "Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:44 msgid "" "Select a shipping method to open its form. Alternatively, click " ":guilabel:`New` to open a blank form, and configure a new shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst-1 msgid "The form for a FedEx shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:52 msgid "" "Enabling the FedEx shipping connector automatically creates two default " "shipping methods: :guilabel:`FedEx US` and :guilabel:`FedEx International`. " "Each of these methods are pre-configured with test credentials, allowing " "them to be used for testing purposes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:56 msgid "" "Before the shipping method can be used to create actual shipments, the test " "credentials must be replaced with credentials from a valid FedEx account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:62 msgid "" "At the very top of a shipping method form are fields used to configure the " "way the method operates in Odoo. In the :guilabel:`Provider` field, select " ":guilabel:`FedEx` from the drop-down menu, if it is not already selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:66 msgid "" "The rest of the fields in this section are general to all shipping " "providers. For details on how to fill them out, see the documentation on " ":doc:`third-party shippers `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:70 msgid "Fedex Configuration tab" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:72 msgid "" "The options in the :guilabel:`Fedex Configuration` tab of a FedEx shipping " "method form are used to connect the method to a FedEx account, and configure" " the shipping details associated with the method (drop-off type, package " "type, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:76 msgid "" "A FedEx business account is required to obtain the information needed to " "fill out the fields in this tab. To create a new account, navigate to " "FedEx's `Open Account `_ " "page, click on :guilabel:`Create Account`, and follow the instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:82 msgid "Developer Key and Meter Number fields" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:84 msgid "" "A *developer key* is used to integrate a FedEx account with an external " "service, like the Odoo **Inventory** app. A *meter number* is a unique ID " "number used by FedEx to identify negotiated shipping rates for each account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:88 msgid "" "To get a developer key and meter number, begin by navigating to FedEx's " "`Developer Resource Center `_. Then, click on the :guilabel:`FedEx Web Services` drop-" "down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:92 msgid "" "Click :guilabel:`Get Test Key` to start the process of getting a developer " "key and meter number which can be used to configure a shipping method for " "testing purposes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:95 msgid "" "Click :guilabel:`Get Production Key` to start the process of getting a " "developer key and meter number, which can be used to configure a shipping " "method that generates real shipments with FedEx." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:98 msgid "" "After clicking either option, follow the instructions until the " ":guilabel:`Confirmation` screen is reached. This screen displays the " "developer key and meter number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:101 msgid "" "Once the developer key and meter number are determined, enter them in the " ":guilabel:`Developer Key` and :guilabel:`Meter Number` fields on the " ":guilabel:`Fedex Configuration` tab of the shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:106 msgid "Password and Account Number fields" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:108 msgid "" "A *password* is used, along with a username, to log into a FedEx account. An" " *account number* is the unique number assigned to each FedEx account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:111 msgid "" "To find a FedEx account number, log in to a FedEx account at " "https://www.fedex.com. Click on the account holder's name in the top-right " "corner of the screen, and select :menuselection:`My Profile` from the drop-" "down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:115 msgid "" "On the profile page, click :guilabel:`Account Management` on the left side " "of the screen. The account number is displayed on this screen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:118 msgid "" "Once the password and account number are determined, enter them in the " ":guilabel:`Password` and :guilabel:`Account Number` fields on the " ":guilabel:`Fedex Configuration` tab of the shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:125 msgid "" "The main section of the :guilabel:`Fedex Configuration` tab includes a " "number of additional fields used provide information about the shipping " "method:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:128 msgid "" ":guilabel:`Fedex Service Type`: The FedEx service used to ship a package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:129 msgid "" ":guilabel:`Fedex Drop-Off Type`: The method for getting a package into " "FedEx's possession." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:130 msgid "" ":guilabel:`Fedex Package Type`: The type of package used for the shipping " "method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:131 msgid "" ":guilabel:`Package Weight Unit`: The unit of measure used to weigh packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:132 msgid "" ":guilabel:`Package Length Unit`: The unit of measure used to determine the " "dimensions of packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:133 msgid ":guilabel:`Label Type`: The type of shipping label used for packages." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:134 msgid "" ":guilabel:`Label Format`: The file format used by Odoo to generate shipping " "labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:135 msgid "" ":guilabel:`Commercial Invoice Type`: The dimensions and type of the paper " "used to print invoices." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:138 msgid "" "The options that should be selected on the :guilabel:`Fedex Configuration` " "tab of a shipping method depend on the negotiated shipping services of the " "associated FedEx account. To confirm the available services for a FedEx " "account, visit the *Account Management* page after logging in to the FedEx " "website, or speak with a customer service representative." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:144 msgid "Options section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:146 msgid "" "The :guilabel:`Options` section of the :guilabel:`Fedex Configuration` tab " "provides a few additional options to further configure the shipping method:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:149 msgid "" ":guilabel:`Saturday Delivery`: Tick the checkbox to allow packages shipped " "with the delivery method to be delivered on Saturdays." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:151 msgid "" ":guilabel:`Generate Return Label`: Tick the checkbox to automatically " "generate a return label upon validation of a delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:153 msgid "" ":guilabel:`Duties paid by`: Use the drop-down menu to select whether duty " "charges should be paid by the :guilabel:`Sender` or :guilabel:`Recipient`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:157 msgid "Activate shipping method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:159 msgid "" "By default, shipping methods in Odoo are created within a *test " "environment*. This means they can only be used for testing purposes, and are" " unable to generate actual shipping orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:162 msgid "" "To activate a shipping method in a *production environment*, click the " ":icon:`fa-stop` :guilabel:`Test Environment` smart button at the top of the " "shipping method form. After doing so, the smart buttons changes to read " ":icon:`fa-play` :guilabel:`Production Environment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:166 msgid "" "With the production environment enabled, validating a delivery order using " "the shipping method generates an actual shipping label with FedEx." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:169 msgid "" "Click the :icon:`fa-play` :guilabel:`Production Environment` smart button to" " return the shipping method to a test environment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:173 msgid "" "**Do not** enable the production environment for a shipping method before it" " is ready to be used for actual shipping orders. Doing so may lead to the " "creation of unwanted charges with FedEx." 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:28 msgid "Add shipping method" 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:27 msgid ":doc:`../setup_configuration/third_party_shipper`" msgstr "" #: ../../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:131 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/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/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:51 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.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/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:8 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:13 msgid "" ":ref:`Automatically print shipping carrier labels " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:18 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:36 msgid "Labels for multi-step" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:38 msgid "" "For companies using :doc:`two " "<../daily_operations/receipts_delivery_two_steps>` or :doc:`three step " "delivery <../daily_operations/delivery_three_steps>`, labels can be " "triggered to print after validating the picking or packing operation. To do " "that, go to :menuselection:`Inventory app --> Configuration --> Operations " "Types`, and choose the desired operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:43 msgid "" "On the :guilabel:`Operation Type` configuration page, tick the " ":guilabel:`Print Label` checkbox. Enabling this feature ensures that the " "third-party shipping label is printed upon validating this operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:48 msgid "" "For :doc:`two-step delivery " "<../daily_operations/receipts_delivery_two_steps>`, where products are " "placed directly in packages during picking, companies can print shipping " "labels during picking instead of delivery. Odoo allows users to enable the " ":guilabel:`Print Label` feature on the `Pick` operation itself to achieve " "this flexibility." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:0 msgid "Enable the \"Print Label\" feature." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:58 msgid "Print tracking labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:60 msgid "" "Tracking labels are printed when specific operations are validated. By " "default, validating a delivery order (DO) generates a tracking label in the " "chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:64 msgid "" "For companies using two or three step delivery, refer to the :ref:`printing " "labels for multi-step delivery ` section to learn how to print the label after validating a picking " "or packing operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:68 msgid "" "When both the *Sales* and *Inventory* apps are installed, begin in the " ":menuselection:`Sales` app, and proceed to the desired quotation or sales " "order (SO). There, and :ref:`add the shipping cost " "` to the order. Then, " "navigate to the linked |DO| — or another operation type when using multi-" "step delivery — to validate the operation and print the label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:74 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:82 msgid "Add shipping on quotation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:84 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:92 msgid "" "In the resulting pop-up window, select the intended carrier from the " ":guilabel:`Shipping Method` drop-down menu. The :guilabel:`Total Order " "Weight` field is automatically populated, based on the :ref:`weight of " "products in the order `. " "Modify this field to overwrite the predicted weight, and use this weight to " "estimate the cost of shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:97 msgid "" "Next, click :guilabel:`Get Rate` to display 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:101 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:105 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:115 msgid "" "For users who do not have the *Sales* app installed, specify the " ":guilabel:`Carrier` by going to the :menuselection:`Inventory` app, " "navigating to the |DO|, and going to 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:126 msgid "Validate delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:128 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:132 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:135 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:139 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:142 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:146 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:153 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:160 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.rst:160 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/new_delivery_method.rst:3 msgid "Add a new delivery method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:5 msgid "" "The *Delivery Methods* setting adds the option of calculating the cost of " "shipping on sales orders and e-commerce shopping carts. The shipping cost " "can then be added to a sales order as a delivery product, and the shipping " "details can be added to the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:15 msgid "" "To configure delivery methods, go to :menuselection:`Inventory app --> " "Configuration --> Delivery Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:19 msgid "" "If the :guilabel:`Delivery 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/new_delivery_method.rst:22 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:23 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/new_delivery_method.rst:0 msgid "The Delivery Methods feature enabled in the settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:31 msgid "" "On the :guilabel:`Delivery 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/new_delivery_method.rst:34 msgid "" ":guilabel:`Delivery 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/new_delivery_method.rst:36 msgid "" ":guilabel:`Website`: configure shipping methods for an **eCommerce** 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/new_delivery_method.rst:38 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. For more details on configuring custom shipping methods, such as " ":ref:`fixed price ` or :ref:`based on rules " "` options, refer to their respective sections " "below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:44 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/new_delivery_method.rst:46 msgid "" ":guilabel:`Routes`: select the applicable routes to define different " "delivery methods, such as standard or express shipping, based on varying " "lead times. For more information, jump to the :ref:`Set routes on shipping " "method ` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:49 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/new_delivery_method.rst:53 msgid "" ":guilabel:`Tracking Link`: This option adds a link to the portal so the " "customer can track their delivery. When a custom carrier is added in a " "delivery order, the tracking button is enabled, and the link directs to the " "tracking portal with that URL." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:59 msgid "" "Use the :guilabel:`Availability` tab to define conditions for the delivery " "method based on the order's content or destination:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:62 msgid "" ":guilabel:`Countries`: Specify one or more countries where the method is " "available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:63 msgid "" ":guilabel:`Max Weight`: Set a maximum weight; the method is only available " "for orders below this limit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:65 msgid "" ":guilabel:`Max Volume`: Set a maximum volume; the method is only available " "for orders below this limit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:67 msgid "" ":guilabel:`Must Have Tags`: The method is available only if at least one " "product in the order has one of these tags." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:69 msgid "" ":guilabel:`Excluded Tags`: The method is unavailable if at least one product" " in the order has one of these tags." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:72 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/new_delivery_method.rst:77 msgid "Fixed price" msgstr "Harga tetap" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:79 msgid "" "To configure a shipping price that is the same for all orders, go to " ":menuselection:`Inventory app --> Configuration --> Delivery 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/new_delivery_method.rst:85 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/new_delivery_method.rst:89 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/new_delivery_method.rst:92 msgid ":guilabel:`Delivery Method`: `Flat-rate shipping`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:93 msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:94 msgid ":guilabel:`Fixed Price`: `$20.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:95 msgid ":guilabel:`Free if order amount is above`: `$100.00`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:96 msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:0 msgid "Example of filling out a shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:104 msgid "Based on rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:106 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/new_delivery_method.rst:111 msgid "Create pricing rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:113 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/new_delivery_method.rst:118 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/new_delivery_method.rst:121 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/new_delivery_method.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/new_delivery_method.rst:127 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/new_delivery_method.rst:132 msgid "Calculate delivery cost" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:134 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/new_delivery_method.rst:138 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/new_delivery_method.rst:142 msgid "With the two following rules set up:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:144 msgid "If the order contains five or fewer products, shipping is $20" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:145 msgid "If the order contains more than five products, shipping is $50." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:147 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/new_delivery_method.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/new_delivery_method.rst:152 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/new_delivery_method.rst:158 msgid "Route on shipping method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:160 msgid "" "Optionally, set different warehouse delivery processes for a shipping method" " by configuring different :doc:`routes <../daily_operations/use_routes>` for" " it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:164 msgid "" "Configuring multiple routes per shipping method is helpful for adjusting " "warehouse delivery processes based on:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:167 msgid "" "speed (e.g., use :doc:`one-step delivery " "<../daily_operations/receipts_delivery_one_step>` for express shipping, or " ":doc:`two-step <../daily_operations/receipts_delivery_two_steps>` for " "standard shipping)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:170 msgid "" "international shipping (e.g. use :doc:`three-step delivery " "<../daily_operations/delivery_three_steps>` to prepare documents for " "customs)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:172 msgid "" "in-store pickup or home delivery: ship from the central warehouse, or pick " "from the store's stock, depending on customer selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:175 msgid "" "To set up routes, go to :menuselection:`Inventory app --> Configuration --> " "Routes`. Click :guilabel:`New`, or select the desired route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:178 msgid "" "On the route form, in the :guilabel:`Applicable On` section, tick the " ":guilabel:`Shipping Methods` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:184 msgid "Routes form with the Shipping Methods checkbox selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:184 msgid "Routes form with the :guilabel:`Shipping Method` checkbox ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:186 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Delivery " "Methods`, and select the desired shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:189 msgid "" "On the shipping method form, in the :guilabel:`Routes` field, select the " "available fulfillment routes from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst:193 msgid "" "If the desired route is not selectable, check that the *Shipping Methods* " "option is enabled in the route's *Applicable On* section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/new_delivery_method.rst-1 msgid "Show set routes on shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:3 msgid "Printable delivery PDFs" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:5 msgid "" "Automatically print delivery-related PDFs documents and labels in Odoo, " "containing package recipient details, contents, or handling instructions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:8 msgid "" "The following PDFs can be configured to print upon validating an *Inventory*" " operation (e.g. receipt, picking, delivery orders, quality checks):" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:11 msgid ":ref:`Delivery slip `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:12 msgid ":ref:`Return slip `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:13 msgid "" ":ref:`Product labels of items in the order " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:14 msgid "" ":ref:`Lot and serial number labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:15 msgid ":ref:`Carrier labels `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:16 msgid ":ref:`Export documents `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:17 msgid ":ref:`Package content `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:18 msgid ":ref:`Package label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:22 msgid "" "To automatically print these forms, navigate to :menuselection:`Inventory " "app --> Configuration --> Operations Types`, and select the desired " "operation type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:25 msgid "" "In the :guilabel:`Hardware` tab, tick each of the desired options available " "in the :guilabel:`Print on Validation` section to download the PDF of those " "selected documents automatically after validating the :guilabel:`Operation " "Type`. For details on what each of the checkbox options do, jump to the " "related section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "Show the *Print on Validation* option in the \"Pick\" *Operation Type*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:37 msgid "Delivery slip" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:39 msgid "" "A *delivery slip* contains recipient and package details, usually placed " "inside (or attached to) the package." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:43 msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:45 msgid "" "After :ref:`enabling the Delivery Slip setting " "` in the :guilabel:`Hardware` tab " "configuration options, clicking :guilabel:`Validate` on the desired " "operation type downloads a PDF of the delivery slip." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:49 msgid "" "The delivery slip shows products, quantities, the delivery order reference " "number, and the total order weight." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "Example delivery slip." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:59 msgid "Return slip" msgstr "Slip pengembalian" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:61 msgid "" "Print a *return slip* to include in a delivery for customer return packages." " It identifies the return, links to the sales order, and includes item " "details and customer information. It can also include specific return " "instructions for the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:65 msgid "" "After :ref:`enabling the Return Slip setting " "` in the :guilabel:`Hardware` tab " "configuration options, clicking :guilabel:`Validate` on the desired " "operation type downloads a PDF of the return slip." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:69 msgid "" "The return slip displays the company's return address, along with barcodes " "for both the order and the return operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "Example return slip." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:79 msgid "Product labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:81 msgid "" "Print *product labels* to affix to items in an order, providing essential " "information, such as product name, barcode, and price." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:84 msgid "" "After navigating to the intended operation type (:menuselection:`Inventory " "app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` " "tab, tick the :guilabel:`Product Labels` option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:87 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:140 msgid "" "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where" " each product label can be printed as:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:90 msgid "" ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price," " fitting two rows and seven columns of product labels per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "Example 2 x 7 with price." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:99 msgid "" ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, " "fitting four rows and seven columns of product labels per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "Example 4 x 7 with price." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:108 msgid "" ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and " "twelve columns of product labels per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "Example 4 x 12." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:117 msgid "" ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. " "Fits four rows and twelve columns of product labels per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:119 msgid "" ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language " "(ZPL) containing the product name and barcode. Readable for Zebra printers " "to automatically print labels." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:121 msgid "" ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra " "Programming Language)` containing the product name, barcode, and price." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:125 msgid "" "Product labels can be manually printed from any delivery order, by clicking " "the :guilabel:`Print Labels` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:131 msgid "Lot/SN Labels" msgstr "Label Nomor Seri/Lot" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:133 msgid "" "Print *lot/SN labels* to affix to items in an order, providing essential " "information, such as product name, lot or serial number, and the barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:136 msgid "" "To automatically print this PDF, navigate to the intended operation type's " "options page (:menuselection:`Inventory app --> Configuration --> Operations" " Types`). Then, in the :guilabel:`Hardware` tab, tick the :guilabel:`Lot/SN " "Labels` option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:143 msgid "" ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial " "numbers in the order, including product name, lot/serial number, and " "barcode. Fits four rows and twelve columns per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "Order with only one unique set of lot/serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:153 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:155 msgid "" ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of " "items, displaying the product name, lot/serial number, and barcode. Fits " "four rows and twelve columns per page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:157 msgid "" ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra " "Programming Language)`, containing the product name, lot/serial number, and " "barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:159 msgid "" ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of " "items in :abbr:`ZPL (Zebra Programming Language)`, containing the product " "name, lot/serial number, and barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:165 msgid "Carrier labels" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:167 msgid "" "To automatically print a *carrier label* with the recipient address, " "tracking number, and carrier details for specific third-party shipping " "carriers, complete the following setup:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:170 msgid "" "Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type " "settings `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:172 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:257 msgid "" ":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's" " *IoT* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:173 msgid "" ":ref:`Assign the carrier label to the printer " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:174 msgid "" "Configure the shipping method's :ref:`label type " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:179 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:261 msgid "Assign printer" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:181 msgid "" "Refer to the :doc:`Connect a printer " "<../../../../general/iot/devices/printer>` documentation for details on " "connecting a printer to Odoo's *IoT* app. Upon completion, assign the " "carrier label to the printer, by navigating to :menuselection:`IoT app --> " "Devices`, and selecting the desired printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "Show a list of IoT devices." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:190 msgid "" "In the printer configuration form, go to the :guilabel:`Printer Reports` tab" " to configure the types of documents the printer automatically prints. Click" " :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. " "In the :guilabel:`Search...` bar, type `Shipping`, and select " ":guilabel:`Shipping Labels`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:196 msgid "" "The :guilabel:`Shipping Documents` report is for :ref:`export documents " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "Show carrier label report added to the *Printer Reports*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:203 msgid "" "After adding the :guilabel:`Shipping Labels` report in the " ":guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches " "the IoT-connected printer's type." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:206 msgid "" "For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:207 msgid "" "For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:212 msgid "Shipping carrier label type" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:214 msgid "" "Next, complete the setup for the :doc:`third-party shipping connector " "<../setup_configuration/third_party_shipper>`. After that, go to " ":menuselection:`Inventory app --> Configuration --> Shipping Methods`, and " "select the desired shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:218 msgid "" "On the shipping method configuration form, in the :guilabel:`[carrier name] " "Configuration` tab, ensure the :guilabel:`Label Format` matches the " ":ref:`report type assigned earlier `:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:222 msgid "" "For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:223 msgid "" "For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst-1 msgid "" "Show the *Label Type* field on FedEx's shipping method configuration page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:230 msgid "Example carrier label" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:232 msgid "" "After validating the operation, the carrier label is generated in the " "chatter, and printed using the IoT-connected printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "Show an example carrier label for FedEx." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:241 msgid "" "Carrier label for FedEx, containing the recipient address, tracking number, " "barcode, and other shipping information." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:245 msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:250 msgid "Export document" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:252 msgid "" "An *export document*, required by customs to ship packages from one country " "to another, can be automatically printed in Odoo by following these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:255 msgid "" "Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type " "settings `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:258 msgid "Assign the export document to the printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:263 msgid "" "Similar to the :ref:`printer assignment instructions for carrier labels " "`, after connecting a " "compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> " "Devices`, and select the desired printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:267 msgid "" "In the printer configuration form, go to the :guilabel:`Printer Reports` " "tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-" "up window that appears, add the :guilabel:`Shipping Documents` report to " "assign the export document to the printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:277 msgid "Export document for a shipment from the USA to Belgium." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:282 msgid "Package content" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:284 msgid "" "A *package content* PDF includes the package's barcode, packed date, along " "with a list of contained products and quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:287 msgid "" "To print this form automatically, go to :menuselection:`Inventory app --> " "Configuration --> Operation Types`, and select the desired operation type. " "Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package " "Contents` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:292 msgid "" "If the option is not available, enable the :doc:`Packages " "<../../product_management/configure/package>` feature, by going to " ":menuselection:`Inventory app --> Configuration --> Settings`, ticking the " ":guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:297 msgid "" "After enabling the feature in the :guilabel:`Hardware` tab, validating the " "operation prints a PDF of the package contents." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "" "Package contents form showing the package contents, barcode, and pack date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:306 msgid "Package contents showing the package contents, barcode, and pack date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:311 msgid "Package label" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:313 msgid "" "A *package label* that shows the package's barcode and pack date can be " "configured to print upon clicking the *Put in Pack* button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:317 msgid "" "The :guilabel:`Put in Pack` button is available **only** when the " ":doc:`Packages <../../product_management/configure/package>` feature is " "enabled in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:321 msgid "" "After it is enabled, the :guilabel:`Put in Pack` button is available on all " "inventory operations (e.g. receipt, pickings, internal transfers, delivery " "orders, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:324 msgid "" "To automatically print the package label when the :guilabel:`Put in Pack` " "button is clicked, go to :menuselection:`Inventory app --> Configuration -->" " Operation Types`. Select the desired operation type, and tick the " ":guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels " "can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as " "defined in the :guilabel:`Print label as` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 msgid "PDF of package barcode and package date." 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:183 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:90 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:165 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:115 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:146 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_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 " "cancelled 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 cancelled 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 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:205 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/starshipit_shipping.rst:3 msgid "Starshipit shipping" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:5 msgid "" "Starshipit is a shipping service operator that facilitates the integration " "of Australasian shipping couriers with Odoo. Once integrated, users can " "create shipping methods that will automatically get rates from specific " "couriers (such as Australia Post, NZ Post, DHL,...) based on predefined " "conditions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:11 msgid ":doc:`Automatically calculate shipping <../setup_configuration>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:12 msgid ":doc:`Integrate other third-party couriers `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:15 msgid "Setup in Starshipit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:18 msgid "Create an account and activate couriers" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:20 msgid "" "To get started, go to `Starshipit's platform `_ to " "configure the account and generate the connector credentials. Log in with " "the Starshipit account, or create a new one if needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:25 msgid "Pickup address configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:27 msgid "" "Once logged into the Starshipit account, navigate to " ":menuselection:`Settings --> Pickup address`, and fill in the " ":guilabel:`Pickup address`. Ensure this field matches the warehouse address." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Adding addresses in the Starshipit settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:35 msgid "Couriers configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:37 msgid "" "To integrate with third-party couriers, navigate to :menuselection:`Settings" " --> Couriers`, and select :guilabel:`Couriers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:45 msgid "" "For details on integrating with different couriers, refer to `Starshipit's " "support center `_." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:49 msgid "Checkout rates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:51 msgid "" "To configure shipping rate calculations, navigate to " ":menuselection:`Settings --> Checkout rates`. The selected delivery costs " "are automatically applied in Odoo when calculating shipping costs." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Checkout rates in the Starshipit settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:59 msgid "Starshipit API key" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:61 msgid "" "Configure shipping rules to assign the correct shipping methods to orders " "based on specific conditions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:64 msgid "" "To create a rule, go to :menuselection:`Settings --> Rules` and click " ":guilabel:`Add a new rule`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:66 msgid "" "While there are multiple ways to configure rules, it is recommended to set:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:68 msgid ":guilabel:`Condition` to :guilabel:`Contains`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:69 msgid ":guilabel:`Value` to the :guilabel:`product code`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:70 msgid ":guilabel:`Action` to :guilabel:`Set Courier & Product Code`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Shipping rules in the Starshipit settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:79 msgid "Finding Starshipit API credentials" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:81 msgid "" "In the Starshipit account, navigate to :menuselection:`Settings --> API` in " "the side menu. This page contains the :abbr:`API (Application Programming " "Interface)` keys needed to connect to Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Finding the Starshipit API keys." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:93 msgid "Install" msgstr "Pasang" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:95 msgid "" "After the Starshipit account is set up, integrate it with the Odoo database." " To do that, go to Odoo's :guilabel:`Apps` module, search for the " ":guilabel:`Starshipit Shipping` module, and click :guilabel:`Activate` to " "install it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Starshipit Shipping module in the Odoo Apps module." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:106 msgid "" "Once installed, activate the feature by going to :menuselection:`Inventory " "--> Configuration --> Settings`. Under the :guilabel:`Shipping Connectors` " "section, activate the :guilabel:`Starshipit Connector` option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:110 msgid "" "After activating :guilabel:`Starshipit Connector`, click the " ":guilabel:`Starshipit 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/starshipit_shipping.rst:118 msgid "" "Configure Starshipit in Odoo by filling out the fields on the " ":guilabel:`Shipping Methods` form as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:121 msgid ":guilabel:`Shipping Method`: type `Starshipit`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:122 msgid "" ":guilabel:`Provider`: select :guilabel:`Starshipit` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:123 msgid "" ":guilabel:`Delivery Product`: assign or create the delivery product that " "will appear on the sales order line when the cost of shipping is computed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:127 msgid "" "The fields discussed in this section are specific to configuring Starshipit." " For more information about the other fields, refer to " ":doc:`../setup_configuration`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:130 msgid "" "In the :guilabel:`Starshipit Configuration` tab, fill out these fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:132 msgid "" ":guilabel:`Starshipit API Key`: enter the :abbr:`API (Application " "Programming Interface)` key :ref:`obtained from Starshipit " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:134 msgid "" ":guilabel:`Starshipit Subscription Key`: enter the subscription key obtained" " from the same place as the :ref:`API key " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:136 msgid "" ":guilabel:`Origin Address`: Enter the address where products are shipped " "from. This field is crucial for calculating shipping rates and " ":ref:`generating shipping labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:139 msgid "" ":guilabel:`Default Package Type`: Set a default package type to include the " "weight of the empty package when automatically calculating shipping rates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:143 msgid "" "To set a default package type, the *Packages* feature **must** be enabled in" " :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:149 msgid "" "To load the newly configured shipping products, click the :guilabel:`Select " "a service linked to the Starshipit account` link at the bottom of the " ":guilabel:`Starshipit Configuration` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:152 msgid "" "Doing so opens the :guilabel:`Choose Starshipit Shipping Service` pop-up " "window. In the :guilabel:`Delivery Service` field, choose the desired " "shipping service for deliveries and returns from the drop-down menu. " "Finally, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:156 msgid "" "The chosen delivery service will populate in the :guilabel:`Service Name` " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:159 msgid "Sample of a Starshipit shipping product configured in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:0 msgid ":guilabel:`Sendle: Sendle drop off`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:0 msgid ":guilabel:`Shipping Product`: `Sendle Delivery`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:0 msgid ":guilabel:`Starshipit Service Code`: `STANDARD-DROPOFF`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:170 msgid "" "Starshipit does not provide test keys when a company tests the sending of a " "package in Odoo. This means that if a package is created, the account may be" " charged." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_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 cancelled after creation" " — this occurs automatically. Please note that depending on the shipping " "provider being used, the account might be charged for printing label, unless" " the order is cancelled manually on the couriers’s portal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:180 msgid "" "Switch between the test and production environment by clicking the " ":guilabel:`Environment` smart button at the top of the shipping method form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:186 msgid "Generate a label with Starshipit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:188 msgid "" "When creating a quotation in Odoo, add the Starshipit shipping method by " "clicking the :guilabel:`Add shipping` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:191 msgid "" "In the :guilabel:`Add a shipping method` pop-up window, select Starshipit in" " the :guilabel:`Shipping Method` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:194 msgid "" "Calculate the shipping rate by clicking :guilabel:`Get rate`. Finally, click" " :guilabel:`Add` to include the cost of shipping to the sales order line, " "labeled as the *delivery product*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:199 msgid "" "Automatically calculate shipping costs for Starshipit in **both** Odoo " "*Sales* and *eCommerce* applications." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:202 msgid "" "Then, :guilabel:`Validate` the delivery. Shipping label documents are " "automatically generated in the chatter, which includes the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:206 msgid ":guilabel:`Tracking number(s)` if the selected courier supports it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:207 msgid "" ":guilabel:`Return label(s)` if the Starshipit connector is configured for " "returns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst-1 msgid "Example of a shipped order in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:214 msgid "" "Package weight in Odoo is calculated by adding the weights of the products " "plus the empty package saved in the database. Ensure the correct shipping " "option is selected, as the package weight is not automatically verified." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:218 msgid "" "Verify the destination address, as Starshipit checks it when the order is " "created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:220 msgid "" "Finally, some couriers may require other information, such as an email " "address or phone number. Please ensure that all necessary information are " "set upon sending a shipping order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:224 msgid "Returns" msgstr "Pengembalian" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:233 msgid "Starshipit allows returns with the following couriers:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:227 msgid "Australia Post eParcel" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:228 msgid "TNT" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:229 msgid "Couriers Please" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:230 msgid "Aramex" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:231 msgid "StarTrack" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:232 msgid "DHL Express" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:233 msgid "NZ Post Domestic" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:235 msgid "" "This can be done by clicking the :guilabel:`Return` smart button on the " "intended delivery order. If the selected courier supports returns, the " ":guilabel:`Print Return Label` button will be available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:240 msgid "Cancellations" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:242 msgid "" "If a delivery order is cancelled in Odoo, it will be automatically archived " "in Starshipit. However, the cancellation will not be sent to the courier " "itself, so make sure to log onto the courier's platform to handle the " "cancellation manually." 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 "Pembawa" #: ../../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 ":doc:`FedEx `" msgstr "" #: ../../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 "Semua" #: ../../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 "" #: ../../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 "Amerika Utara" #: ../../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 "India" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:47 msgid ":doc:`Starshipit `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:48 msgid "Australia and New Zealand" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:51 msgid "Other services from DHL are **not** supported." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:53 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:59 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:61 msgid "" ":ref:`Install the shipping connector `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:62 msgid "" ":ref:`Set up delivery method `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:63 msgid "" ":ref:`Activate production environment " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:64 msgid "" ":ref:`Configure warehouse `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:65 msgid "" ":ref:`Specify weight of products `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:70 msgid "Install shipping connector" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:72 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:74 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:79 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:92 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:97 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:100 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:104 msgid ":doc:`Configure delivery methods <../setup_configuration>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:107 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:114 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:116 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:118 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:121 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:124 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:128 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:133 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:135 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:138 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:140 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:142 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:149 msgid "Screenshot of a FedEx shipping method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:149 msgid "**Shipping Method** configuration page for `FedEx US`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:151 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:158 msgid ":doc:`DHL credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:159 msgid ":doc:`Sendcloud credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:160 msgid ":doc:`UPS credentials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:165 msgid "Production environment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:167 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:171 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:185 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:189 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:196 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:206 msgid "Product weight" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:208 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:211 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:221 msgid "Apply third-party shipping carrier" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:223 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:225 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:232 msgid "Sales order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:234 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:243 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:247 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:249 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:254 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:260 msgid "" ":doc:`Charge customers for shipping after product delivery `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:267 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:273 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:279 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:288 msgid "Troubleshooting" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:290 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:293 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:296 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:299 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:303 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:307 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:312 msgid "Debug log" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:314 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:323 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:329 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:338 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 "UPS integration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:5 msgid "" "UPS is a shipping carrier service that integrates with Odoo to coordinate " "shipping to all regions. Once integrated, users can create shipping methods " "that estimate shipping costs and :doc:`generate labels `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:12 msgid "To set up the UPS shipping connector in Odoo, complete these steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:14 msgid "" "Create a UPS account to get :ref:`account number " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:16 msgid "" "Create UPS developer account to get :ref:`client credentials " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:18 msgid "Set up shipping method in Odoo" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:21 msgid "" "When configuring a shipping method to use UPS, make sure the " ":guilabel:`Provider` is set to :guilabel:`UPS`, **NOT** :guilabel:`UPS " "Legacy`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:24 msgid "" "If shipping methods currently exist with the :guilabel:`Provider` set to " ":guilabel:`UPS Legacy`, archive them, and create new shipping methods using " ":guilabel:`UPS`, instead." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:28 msgid "UPS account setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:30 msgid "" "To get started, go to the `UPS website `_ and click the" " :guilabel:`Log In` button in the top-right corner to log in or create a UPS" " account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:33 msgid "" "After logging in, click the profile icon in the top-right corner, and select" " :guilabel:`Accounts and Payment` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "" "Show how to navigate to the \"Accounts and Payment\" page from the home " "screen." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:40 msgid "" "On the :guilabel:`Accounts and Payment Options` page, two accounts must be " "configured: an Odoo shipment account and a payment card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:44 msgid "Shipping account" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:46 msgid "" "To add an Odoo shipment account, select :guilabel:`Add New Account` from the" " :guilabel:`Add a Payment Method` drop-down menu, and click :guilabel:`Add`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Display \"Add an account\" option from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:53 msgid "" "On the next screen, labeled :guilabel:`Open a Shipping Account`, complete " "the forms to configure the shipping account type (e.g. :guilabel:`Business`)" " and if any regulated items will be shipped. Then finish the remaining three" " steps in the wizard to :guilabel:`Add Addresses`, :guilabel:`Verify " "Identity`, and :guilabel:`Explore Discounts`, with the last option being " "optional." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:58 msgid "" "When complete, submit the application on the last page of the wizard to " "finish setting up the shipping account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Display UPS form to fill out company shipping information." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:68 msgid "Get account number" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:70 msgid "" "With the shipping account set up, the UPS :guilabel:`Account Number` becomes" " available. To access it, navigate to :menuselection:`Profile --> Accounts " "and Payment` and refer to the shipping account's :guilabel:`Number` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show Account \"Number\" field for the shipping account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:79 msgid "Payment card" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:81 msgid "" "Navigate back to the :guilabel:`Accounts and Payments` page and select the " ":guilabel:`Add Payment Card` option from the :guilabel:`Add a Payment " "Method` drop-down menu. Then, complete the form to add the credit card " "information." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show \"Add Payment Card\" option from the drop-down." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:90 msgid "UPS developer account setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:92 msgid "" "Next, log into the `UPS developer account `_ to " "generate the developer key. To begin, click the profile icon in the top-" "right corner, and choose the :guilabel:`Apps` option from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "" "Display the \"Apps\" drop-down option after clicking the profile picture " "icon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:101 msgid "Add app" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:103 msgid "" "Then, click the :guilabel:`Add Apps` button to begin filling out the form. " "In the :guilabel:`I need API credentials because \\*` field, select " ":guilabel:`I want to integrate UPS technology into my business`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:107 msgid "" "Under the next label, :guilabel:`Choose an account to associate with these " "credentials. \\*`, select :guilabel:`Add existing account` from the drop-" "down menu in the corresponding field, and then select the :ref:`account " "number ` linked to the UPS " "account created in the previous step." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show form to fill in the UPS account number." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:116 msgid "" "Click :guilabel:`Next`, and proceed to the :guilabel:`Add App` form, and " "fill out the fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:118 msgid ":guilabel:`App Name`: Type the name to identify the app by." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:119 msgid "" ":guilabel:`Callback URL`: Type the URL of the Odoo database, in the format: " "`https://databaseName.odoo.com`. Do **not** include `www` in the URL." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:122 msgid "" "In the :guilabel:`Add Products` section on the right, search for and click " "the :guilabel:`+ (plus)` icon to add the following products to the app:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:125 msgid "" ":guilabel:`Authorization (O Auth)`: Used to generate the authorization token" " to request information from the UPS API." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:127 msgid "" ":guilabel:`Address Validation`: Validates addresses at the street level in " "the United States and Puerto Rico." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:129 msgid "" ":guilabel:`Locator`: Enables search for UPS shipping locations based on type" " and available services." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:131 msgid "" ":guilabel:`Paperless Documents`: Enables the upload of document images to " "link to shipments." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:132 msgid "" ":guilabel:`Shipping`: Enables UPS shipping services, such as preparing " "packages for shipment, managing returns, and cancelling scheduled shipments." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:134 msgid ":guilabel:`Rating`: Compare delivery services and shipping rates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:136 msgid "Finally, click :guilabel:`Save` and accept UPS's terms and conditions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:139 msgid "`UPS API Catalog `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show \"Add Apps\" form, where the app details are configured." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:148 msgid "Client ID and Client Secret" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:150 msgid "" "With the new app created, in the :menuselection:`Profile --> My Apps --> " "App` page, select the app from the :guilabel:`Credentials` section to view " "the UPS credentials." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show newly created app in the \"My Apps\" section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:157 msgid "" "In the :guilabel:`Credentials` section, copy the :guilabel:`Client ID` and " ":guilabel:`Client Secret` key." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Display the \"Client ID\" and \"Client Secret\" key." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:167 msgid "" "With the credentials obtained, configure the UPS shipping method in Odoo by " "going to :menuselection:`Inventory app --> Configuration --> Shipping " "Methods`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:170 msgid "" "On the :guilabel:`Shipping Methods` page, click the :guilabel:`New` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:173 msgid "" "For existing UPS shipping methods whose :guilabel:`Provider` is " ":guilabel:`UPS Legacy`, archive it and create a new shipping method using " ":guilabel:`UPS`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:176 msgid "" "In the :guilabel:`Provider` field, select :guilabel:`UPS`. Doing so reveals " "the :guilabel:`UPS Configuration` tab, where various fields must be entered." " For details instructions on configuring the other fields on the shipping " "method, refer to the :doc:`Configure third-party carrier " "` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:181 msgid "" "In the :guilabel:`UPS Configuration` tab, complete the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:183 msgid "" ":guilabel:`UPS Account Number`: (*required*) Get the :ref:`account number " "` from the UPS portal." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:185 msgid "" ":guilabel:`UPS Client ID`: (*required*) Get the :ref:`Client ID " "` from the UPS developer " "website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:187 msgid "" ":guilabel:`UPS Client Secret`: (*required*) Get the :ref:`Client Secret " "` key from the UPS developer " "website." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:189 msgid "" ":guilabel:`UPS Service Type`: Select from the drop-down menu the type of " "shipping service." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:190 msgid "" ":guilabel:`UPS Package Type`: (*required*) Select from the drop-down menu " "the :doc:`package type <../../product_management/configure/package>` that is" " supported for the shipping service." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:192 msgid "" ":guilabel:`Package Weight Unit`: The unit of measure for the package weight." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:193 msgid "" ":guilabel:`Package Size Unit`: The unit of measure for the package " "dimensions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:194 msgid "" ":guilabel:`Label Format`: Choose the label format shipping labels: " ":guilabel:`PDF`, :guilabel:`ZPL`, :guilabel:`EPL`, or :guilabel:`SPL`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst-1 msgid "Show the \"UPS Configuration\" tab on the Shipping Methods form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:201 msgid "" "In the :guilabel:`Options` section, the following features are available:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:203 msgid "" ":guilabel:`Bill My Account`: Charge the user's UPS account for shipping in " "the *eCommerce* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:204 msgid "" ":guilabel:`Collect on Delivery`: Collect payment from customers for shipping" " after the shipment is delivered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:206 msgid "" ":guilabel:`Generate Return Label`: Print the return label for the order " "after the delivery order is validated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials.rst:208 msgid "" ":guilabel:`Duties paid by`: Select whether duties or other fees are charged " "to the :guilabel:`Sender` or :guilabel:`Recipient` of the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:3 msgid "Zebra label configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:7 msgid "" "In Odoo, labels printed in the Zebra Programming Language (ZPL) file format " "are designed to fit a four-by-six inch label. To resize (or reformat) text " "to fit a variety of |ZPL| label sizes, :ref:`navigate to the ZPL label view " "`, and alter the |ZPL| code." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:13 msgid "" "When customizing code in Odoo, please note that upgrading the database to " "newer versions may break custom |ZPL| code. **Customers are responsible for " "maintaining their custom code**." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:16 msgid "" "Refer to the following sections for explanations, and example code, for " "frequently requested Zebra label customizations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:19 msgid ":ref:`Adjust margins `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:20 msgid ":ref:`Enlarge/minimize barcodes `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:21 msgid ":ref:`Rotate elements `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:26 msgid "Navigate to ZPL label view" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:28 msgid "" "To begin customizing a Zebra label in Odoo, turn on :ref:`developer mode " "`, and on the main Odoo dashboard, type `Reports`. From the " "search results that appear in the resulting pop-up window, choose " ":guilabel:`Settings / Technical / Reporting / Reports` to open the " ":guilabel:`Reports` page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:34 msgid "" "To manually navigate to the :guilabel:`Reports` page, go to " ":menuselection:`Settings app --> Technical --> Reporting: Reports`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst-1 msgid "Show global search result for \"Reports\"." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:41 msgid "" "On the :guilabel:`Reports` page, in the :guilabel:`Search...` bar, type " "`ZPL`, and hit :kbd:`Enter`. Upon doing so, Odoo presents a list of " "available Zebra labels in Odoo. Select the desired Zebra label from the list" " to modify it on a separate page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:46 msgid "Printable ZPL labels in Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:48 msgid ":ref:`lot/serial number `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:49 msgid "operation type" msgstr "tipe operasi" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:50 msgid "package barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:51 msgid ":ref:`product label `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:52 msgid "product packaging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:53 msgid "finished product (Odoo *Manufacturing* app required)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:55 msgid "" "Next, click the :icon:`fa-code` :guilabel:`Qweb Views` smart button, and " "choose the desired label :doc:`view " "<../../../../../developer/reference/user_interface/view_records>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:62 msgid "Show Qweb smart button on the Lot and Serial Number (ZPL) report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:62 msgid "" "**Lot and Serial Number (ZPL)** report, highlighting the Qweb smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:64 msgid "" "On the resulting view form, go to the :guilabel:`Architecture` tab to view " "the |ZPL| code." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:67 msgid "" "To ensure the customization is **not** overwritten during an update, click " "the :icon:`fa-bug` :guilabel:`(bug)` icon on the view page. Then, select the" " :guilabel:`View Metadata` option from the resulting drop-down menu, in " "order to open the :guilabel:`View Metadata` pop-up window. Then, ensure the " ":guilabel:`No Update` field is set to :guilabel:`true (change)`. Click " ":guilabel:`Ok` to exit the :guilabel:`View Metadata` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst-1 msgid "Architecture tab in the view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:80 msgid "Adjust margin" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:82 msgid "" "Text gets cut off from standard |ZPL| labels printed in Odoo when the line " "exceeds fifty-five characters. To fit long product names, or lot numbers, on" " a single line, adjust the margin." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:85 msgid "" "To begin, navigate to the :ref:`ZPL code of the label " "` in the :guilabel:`Architecture` " "tab. In the |ZPL| code for product labels, look for the `^FT` command, which" " specifies where to start placing the text, or graphic element, on the " "label. The two numbers immediately following `^FT` define the x-coordinate " "and y-coordinate in dots (:dfn:`similar to pixels for printers`) from the " "left and top margins." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:92 msgid "" "When customizing lot/serial number labels, look for the `^FO` command, " "instead of `^FT`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:96 msgid "" "The following is an example where the product's name gets cut off with " "Odoo's default |ZPL| formatting. In the **Fixed** tab, the x-coordinate of " "the starting position of the label is changed from `^FT100,80` to `^FT0,80`," " to fit the entire name." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:102 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:150 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:203 msgid "Default" msgstr "Default" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 msgid "Example barcode label with the product name cut off." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:108 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:123 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:156 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:172 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:209 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:225 msgid "**Code**:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:117 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:166 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:219 msgid "Modified" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 msgid "" "Example barcode label with the product name margin adjusted to the left." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:135 msgid "Resize barcode" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:137 msgid "" "To adjust the size of the barcode to scale, begin by navigating to the " ":ref:`ZPL code of the label ` in the " ":guilabel:`Architecture` tab. Look for the `^FO` command (typically in the " "third line), which is the starting point of the margin for the barcode." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:141 msgid "" "The `^BY` command configures barcode size, and takes three numbers: bar " "width, width of wide bars relative to narrow bars, and bar height. By " "default, |ZPL| code in Odoo uses `^BY3`, setting the bar width to three " "dots, a typical size that is easy for barcode scanners to read." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:146 msgid "To shrink the barcode to scale, `^BY3` is reduced to `^BY2`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 msgid "Example barcode label." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 msgid "Example barcode label with the barcode size reduced." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:185 msgid "Rotate elements" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:187 msgid "" "To rotate elements in |ZPL|, begin by navigating to the :ref:`ZPL code of " "the label ` in the " ":guilabel:`Architecture` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:190 msgid "" "The `^BC` command's first parameter (:dfn:`information that affects the " "behavior of the command`) defines the rotation of an item, which can be:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:193 msgid "`N`: display normally" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:194 msgid "`R`: rotate 90 degrees" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:195 msgid "`I`: rotate 180 degrees" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:196 msgid "`B`: rotate 270 degrees" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:199 msgid "To rotate the barcode, `^BCN` is changed to `^BCB`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.rst:0 msgid "Example barcode label with the barcode rotated." 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 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:33 msgid "Warehouses" msgstr "Gudang" #: ../../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 "Lokasi" #: ../../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:8 msgid "" "In any warehouse management system, the recorded inventory counts in the " "database might not always match the actual inventory counts in the " "warehouse. Discrepancy between counts can be due to damage, human error, " "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:15 msgid "Inventory Adjustments page" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:17 msgid "" "To view the :guilabel:`Inventory Adjustments` page, navigate to " ":menuselection:`Inventory app --> Operations --> Physical Inventory`." 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:23 msgid "" "The :guilabel:`Inventory Adjustments` page lists all products that are " "currently in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:26 msgid "" "Only products with a quantity greater than zero are listed on the " ":guilabel:`Inventory Adjustments` page. To view product lines with zero " "current quantity, go to :menuselection:`Inventory app --> Reporting --> " "Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:30 msgid "For each product line, the following information is listed:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:32 msgid "" ":guilabel:`Location`: the specific location in the warehouse where a product" " is stored. This column is **only** visible if :doc:`Storage Locations " "` are enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:34 msgid ":guilabel:`Favorite`: identifies products that have been favorited." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:35 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:36 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:40 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:45 msgid "" ":guilabel:`Expiration Date`: the date on which the goods with this serial " "number are due to expire." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:47 msgid ":guilabel:`Last Count Date`: the last time the quantity was updated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:48 msgid ":guilabel:`Package`: the package containing the quantity listed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:49 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:50 msgid "" ":guilabel:`Unit`: the *unit of measure* in which the product is measured. " "Unless otherwise specified (e.g., 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:53 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:56 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:59 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:61 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:65 msgid "" "Additional columns are hidden by default. To reveal these columns, click the" " :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the far right of " "the form's top row, and reveal any desired column by ticking the checkbox " "next to that option." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:72 msgid "Create an inventory adjustment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:74 msgid "" "To create a new inventory adjustment from the :menuselection:`Inventory " "Adjustments` page, click :guilabel:`New`. 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:78 msgid "" "|Ia| can also be created from the :guilabel:`Forecasted Report` on an " "individual product record. To open the report, navigate to a product record " "and click the :guilabel:`Forecasted` smart button. Then, at the top of the " "page, click :guilabel:`Update Quantity`, then :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:0 msgid "" "The Update Quantities button on a Forecast report in the Inventory app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:86 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 needs to 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:92 msgid "" "The inventory adjustment line can also be used to create or record lots and " "serial numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:94 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:97 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:103 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:106 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:205 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 have not 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:115 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:122 msgid "Apply adjusted count" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:124 msgid "" "|Ia| can be completed in several ways. 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 tick 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` pop-up window to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:130 msgid "" "From this pop-up menu, a reference or reason can be assigned to the " "inventory adjustment. By default, the :guilabel:`Inventory Reason` field is " "pre-populated with today's date, 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:134 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:137 msgid "" "Applying an inventory adjustment simultaneously creates a :doc:`stock move " "line (SML) <../reporting/moves_history>` in the *Moves History* report for " "traceability." 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:144 msgid "Relocate products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:146 msgid "" "|Ia| can also be used to relocate products to different storage locations, " "or to different packages. To relocate a product, tick the checkbox at the " "far left of the line for the desired product. At the top of the page, click " "the :guilabel:`Relocate` button. Doing so opens a pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "The Relocate products pop-up on the Inventory Adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:154 msgid "On the resulting pop-up, enter the following information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:156 msgid ":guilabel:`To Location`: the new location for the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:157 msgid ":guilabel:`To Package`: the new package for the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:158 msgid ":guilabel:`Reason for relocation`: the reason for the move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:161 msgid "" "Product relocations **only** work on internal locations. Products **cannot**" " be moved between companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:164 msgid "" "Only users with *Administrator* rights can perform product relocations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:167 msgid "Set to zero" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:169 msgid "" "|Ia| can also be used to clear inventory counts by setting the quantity to " "zero. To do this, tick the checkbox at the far left of the line for the " "desired product. At the top of the page, click the :icon:`fa-gear` " ":guilabel:`Actions` button to open a drop-down menu. Click :guilabel:`Set to" " 0`. Once this is complete, :ref:`apply ` the " "adjusted count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:175 msgid "Count products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:177 msgid "" "Counting products is a recurring activity in a warehouse. Once a count is " "complete, go to :menuselection:`Inventory app --> Operations --> Physical " "Inventory` 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:181 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 :icon:`fa-" "bullseye` :guilabel:`Set` icon at the far right of the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:185 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:193 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 :icon:`fa-bullseye` :guilabel:`Set` icon, 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:197 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:201 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:211 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:217 msgid "" "The :guilabel:`Actions` menu appears when one or more products' checkboxes " "are selected. The :guilabel:`Actions` menu includes the option to " ":guilabel:`Set to quantity on hand`, which sets the selected products' " ":guilabel:`Counted Quantity` to the :guilabel:`On Hand Quantity`, and " ":guilabel:`Set to 0`, which sets the selected products' :guilabel:`Counted " "Quantity` to zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "Inventory Adjustments Actions menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:226 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:314 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:233 msgid "Revert an inventory adjustment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:235 msgid "" "To revert the changes made in an inventory adjustment, navigate to " ":menuselection:`Inventory --> Reporting --> Moves History`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:238 msgid "" "Tick the checkbox at the far left of the line for the desired product. At " "the top of the page, click the :icon:`fa-gear` :guilabel:`Actions` button to" " open a drop-down menu, and click :guilabel:`Revert Inventory Adjustment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:243 msgid "" "After an inventory adjustment is reverted, the line is not removed from the " ":guilabel:`Moves History` report. Instead, an additional line is added, this" " time with the word `[reverted]` added to the :guilabel:`Reference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:0 msgid "The reference fields on the Moves History report in the Inventory app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:251 msgid "Change inventory count frequency" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:253 msgid "" "By default, the *scheduled date* for |ia| 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:257 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:264 msgid "" "To change the day, click the `31`, enter a number from `1-31`, depending on " "the desired month of the year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:267 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:117 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:270 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:273 msgid "Plan big inventory counts" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:275 msgid "" "To plan big inventory counts, such as a full count of everything currently " "in stock, first navigate to :menuselection:`Inventory app --> Operations -->" " Physical Inventory`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:278 msgid "" "Then, select the desired products to be counted by ticking the checkbox on " "the far left of each product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:282 msgid "" "To request a count of **all** products currently in stock, tick the checkbox" " at the 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 pop-up on inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:289 msgid "" "Once all desired products have been selected, click the :guilabel:`Request a" " Count` button at the top of the page. Doing so opens the :guilabel:`Request" " a Count` pop-up window, where the following information can be filled:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:293 msgid ":guilabel:`Inventory Date`: the planned date of the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:294 msgid ":guilabel:`User`: the user responsible for the count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:295 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:296 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:301 msgid "" "The :guilabel:`Leave Empty` option forces the employee conducting the audit " "to manually type in the number they counted, while the :guilabel:`Set " "Current Value` option only requires the employee to *verify* the counted " "quantity and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:305 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-1 msgid "Request a count popup on inventory adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:311 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:321 msgid "Adjustment history" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:323 msgid "" "Details regarding inventory adjustment can be viewed by clicking the " ":icon:`fa-history` :guilabel:`History` icon." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:326 msgid "" "The user who performed the count is listed in parenthesis in the " ":guilabel:`Reference` field, while the user who applied the count is listed " "in the :guilabel:`Done By`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst-1 msgid "The history record for an inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:333 msgid "Inventory audit" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:335 msgid "" "An inventory audit can be accessed from the :guilabel:`Inventory Adjustment`" " page. This audit includes an inventory record both before and after a count" " is completed, to track what changed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:338 msgid "" "On the :guilabel:`Inventory Adjustment` page, tick the checkbox at the top-" "left of the page to select all of the lines. Then click the " ":guilabel:`Request a Count` button. On the pop-up, set :guilabel:`Count` to " ":guilabel:`Set Current Value`, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:342 msgid "" "After returning to the :guilabel:`Inventory Adjustment` page, select all of " "the lines again. Click :menuselection:`Print --> Count Sheet`. The " ":guilabel:`Count Sheet` exports in PDF form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst:346 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:17 msgid "" "In Odoo, cycle counts are performed by location. 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, tick the checkbox next to :guilabel:`Storage Locations`, and " "click :guilabel:`Save`." 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 "" "Once the *Storage Locations* feature is enabled, and there are multiple " "locations created in the warehouse, the inventory count frequency can be " "changed for specific locations." 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." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:41 msgid "" "Under the :guilabel:`Cyclic Counting` section, locate the " ":guilabel:`Inventory Frequency (Days)` field, which should be set to `0` by " "default (if this location has not been edited previously). In this field, " "change the value to any number of days desired for the frequency of counts." 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 "" "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:57 msgid "Count inventory by location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:59 msgid "" "To perform a cycle count for a specific location in the warehouse, navigate " "to :menuselection:`Inventory app --> Operations --> Physical Inventory`. " "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:64 msgid "" "From this page, the :guilabel:`Filters` and :guilabel:`Group By` options " "(accessible by clicking the :guilabel:`⬇️ (down arrow)` icon, to the right " "of 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:68 msgid "" "To select a specific location, and view all products within that location, " "click the :guilabel:`⬇️ (down arrow)` icon, to the right of the " ":guilabel:`Search...` bar. Then, in the :guilabel:`Group By` column, click " ":guilabel:`Add Custom Group` to reveal a new drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst-1 msgid "Filters and Group By menu on Inventory Adjustments page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:76 msgid "" "Click :guilabel:`Location` from the drop-down menu. Doing so sorts products " "into their storage locations on the :guilabel:`Inventory Adjustments` page, " "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:81 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 the :guilabel:`⬇️ " "(down arrow)` icon to the right of the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:85 msgid "" "Then, in the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter`" " to open an :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:88 msgid "" "In the first field, click the value and select :guilabel:`Location` from the" " list of options. Select :guilabel:`contains` in the second field. In the " "third field, type in the name of the location being searched for." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:92 msgid "Click :guilabel:`Add` for that location to appear on the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:0 msgid "Add Custom Filter pop-up window with location values entered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:99 msgid "Change full inventory count frequency" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:101 msgid "" "While cycle counts are typically performed per location, the scheduled date " "for full inventory counts of all in-stock products 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:105 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 field 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:114 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:120 msgid "Once all necessary changes have been made, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:123 msgid ":doc:`count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst:124 msgid ":doc:`use_locations`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:3 msgid "Product catalog" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:10 msgid "" "The product *catalog* is a feature integrated with any Odoo app that allows " "users to add products or components to an order. This includes the " "**Inventory**, **Manufacturing**, **Sales**, **Purchase**, and **Repairs** " "apps, among others." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:14 msgid "" "The product catalog can be accessed from the first tab of a quotation, " "request for quotation (RfQ), order, or bill of materials (BoM) form, and " "opens in a new page when selected. The catalog displays products and " "components in a user-friendly, POS-style format, from which they can be " "selected and added to forms." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:19 msgid "" "The product catalog simplifies the creation of new sales orders (SOs), " "purchase orders (POs), manufacturing orders (MOs), bill of materials (BoMs)," " and more, by providing a visual interface through which products and " "components can be quickly selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:24 msgid "Use product catalog" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:26 msgid "" "To use the product catalog, begin by creating or opening a quotation, |RfQ|," " order, or |BoM| to which products or components can be added. For example, " "create a new sales quotation by navigating to :menuselection:`Sales app`, " "and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:30 msgid "" "On the form (quotation, |RfQ|, order, |BoM|), make sure the first tab on the" " bottom is selected. Depending on the form being configured, this tab may be" " titled *Order Lines*, *Components*, *Products*, or *Parts*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:34 msgid "" "On the first blank line of the tab, click the :guilabel:`Catalog` link to " "open the catalog in a new page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst-1 msgid "The \"Catalog\" button on the \"Order Lines\" tab of a sales quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:41 msgid "" "The product catalog displays a card for each product added to Odoo. Each " "card displays a few key details about the corresponding product:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:44 msgid "Product photo" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:45 msgid "Product title" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:46 msgid "" "Price or cost of the product, depending on whether it is bought, sold, or " "used as a component" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:48 msgid "Reference code (e.g. *DESK0005*)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:49 msgid "On-hand quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:50 msgid "Variant attributes (e.g. *Color: White*)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst-1 msgid "A product card in the product catalog." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:56 msgid "" "Products can be filtered using the search bar at the top of the page, or the" " sidebar on the left side of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:59 msgid "" "To filter by product type, click the :icon:`fa-caret-down` :guilabel:`(down " "arrow)` button on the right side of the search bar to open the search menu. " "In the :guilabel:`Filters` section, select the :guilabel:`Services` filter " "to only show service products, or the :guilabel:`Products` filter to only " "show physical products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:64 msgid "" "When creating or configuring a quotation or |SO|, specifically, an " ":guilabel:`In the Order` filter appears in the :guilabel:`Filters` section " "of the search bar. Select this filter to only show products that have " "already been added to the form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:68 msgid "" "In the sidebar on the left side of the page, select an option in the " ":icon:`fa-th-list` :guilabel:`PRODUCT CATEGORY` section to filter by product" " category, or an option in the :icon:`fa-th-list` :guilabel:`ATTRIBUTES` " "section to filter by variant attribute." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst-1 msgid "The filter sidebar in the product catalog." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:76 msgid "" "To add a product, click on the product's card, or click the :icon:`fa-" "shopping-cart` :guilabel:`Add` button in the bottom-right corner of the " "card. Doing so adds one unit of the product, which is displayed in a field " "in the bottom-left corner of the card." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:80 msgid "" "Once a product has been added, clicking the product card continues to add " "units of the product in increments of one." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:83 msgid "" "To adjust the quantity of the product added, click the :icon:`fa-minus` " ":guilabel:`(minus)` button to reduce the quantity by one, or the :icon:`fa-" "plus` :guilabel:`(plus)` button to increase it by one." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:87 msgid "" "Alternatively, a specific quantity can be entered by selecting the field " "between the :icon:`fa-minus` :guilabel:`(minus)` and :icon:`fa-plus` " ":guilabel:`(plus)` buttons, and typing in the desired quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:91 msgid "" "To remove a product from the order or |BoM| entirely, either click the " ":icon:`fa-trash` :guilabel:`Remove` button in the bottom-right corner of the" " product card, or click the :icon:`fa-minus` :guilabel:`(minus)` button " "until the quantity has been reduced to zero." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst-1 msgid "A product card for a product that has been added." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:99 msgid "" "Once the desired quantity of each product has been added, return to the form" " by clicking the :guilabel:`Back to [X]` button at the top of the screen. " "This button differs depending on the type of form being configured " "(quotation, |BoM|, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog.rst:104 msgid "" "Products appear in the product catalog, and can be added to orders, even if " "there are zero units of the product on hand. As a result, it is important to" " confirm the quantity of a product being added to an order is actually " "available, or inventory inconsistencies may arise." 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:8 msgid "" "Sometimes, products in a company's warehouse stock might be found to be " "damaged or defective, past the point of being reparable. If it is not " "possible to repair the product, or return the product to a vendor, it can be" " scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:12 msgid "" "Odoo *Inventory* allows users to scrap inventory, designating goods or " "materials that are no longer usable or sellable for disposal (or recycling)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:15 msgid "" "Scrapping inventory in a database helps stock counts remain accurate, by " "removing scrapped products from physical inventory, and placing it in a " "virtual scrap location (*Virtual Locations/Scrap*)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:19 msgid "" "*Virtual locations* in Odoo are **not** real, physical spaces in a " "warehouse. Rather, they are designated locations in a database that provide " "tracking of items that shouldn't be counted in a physical inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:23 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:27 msgid "Scrap from stock" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:29 msgid "" "To create a new scrap order (SP) for an in-stock product, navigate to " ":menuselection:`Inventory app --> Operations --> Scrap`, and click " ":guilabel:`New`. This opens a new |SP| form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:32 msgid "" "Click the drop-down menu in the :guilabel:`Product` field, and select the " "product that should be scrapped from inventory. In the :guilabel:`Quantity` " "field, change the value to the quantity of the product that should be " "scrapped (by default, this value is set to `1.00`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "Filled out new scrap order form with product details." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:40 msgid "" "The :guilabel:`Source Location` defaults to the location where the product " "is currently stored. The :guilabel:`Scrap Location` defaults to the " "designated scrap location (:guilabel:`Virtual Locations/Scrap`). Either of " "these locations 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:45 msgid "" "If the scrapping is tied to a specific existing operation, specify the " "operation in the :guilabel:`Source Document` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:48 msgid "" "The :guilabel:`Company` field displays the company whose warehouse this " "product belongs to. If a replenishment rule is set up for the product being " "scrapped, and if the product should be replenished, tick the checkbox for " ":guilabel:`Replenish Quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:52 msgid "" "Once ready, click :guilabel:`Validate` to complete the new |SP|. Once " "validated, a :guilabel:`Product Moves` smart button appears at the top of " "the form. Click the smart button to view the details of the scrap operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "Product Moves smart button on new scrap order form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:61 msgid "" "To view the all-time total quantities of scrapped items, navigate to " ":menuselection:`Inventory app --> Configuration --> Locations`. Click the " ":guilabel:`x (remove)` button on the :guilabel:`Internal` filter in the " ":guilabel:`Search...` bar, to display virtual locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:65 msgid "" "Select the :guilabel:`Virtual Locations/Scrap` location. From the " ":guilabel:`Scrap` location's form, click the :guilabel:`Current Stock` smart" " button, at the top of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:68 msgid "A list of all scrapped products, and their quantities, is displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:0 msgid "Current Stock list of all scrapped products in virtual scrap location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:75 msgid "Scrap from an existing operation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:77 msgid "" "Scrap orders (SPs) can *also* be created from existing operations, such as " "receipts, delivery orders, and internal transfers, before they are entered " "into, or removed from, stock for an operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:81 msgid "" "To scrap a product during an operation, navigate to the " ":menuselection:`Inventory app`. From the :guilabel:`Inventory Overview`, " "click the :guilabel:`# To Process` button on an operation's task card (i.e. " "the :guilabel:`Receipts` task card)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "# To Process button on Receipts task card on Inventory Overview page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:89 msgid "" "Then, select an operation to process from the resulting list of existing " "orders. Doing so opens that operation's form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:92 msgid "" "Click the :icon:`fa-cog` :guilabel:`(cog)` icon, and select " ":guilabel:`Scrap` from the resulting drop-down menu. This opens a " ":guilabel:`Scrap Products` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "Scrap Products pop-up window on operation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:99 msgid "" "From this pop-up window, click the drop-down menu in the :guilabel:`Product`" " field, and select the products from the operation that should be scrapped. " "Adjust the value in the :guilabel:`Quantity` field, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:103 msgid "" "If the :guilabel:`Product` selected is tracked using a lot or serial number," " a :guilabel:`Lot/Serial` field appears. Specify the tracking number in that" " field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:106 msgid "" "The :guilabel:`Source Location` and :guilabel:`Scrap Location` can be " "changed, if needed. If a replenishment rule is set up for the product being " "scrapped, and if the product should be replenished, tick the checkbox for " ":guilabel:`Replenish Quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst:110 msgid "" "Once ready, click :guilabel:`Scrap Products`. A :guilabel:`Scraps` smart " "button appears at the top of the operation form. Click this smart button to " "view the details of all scrap orders created from this specific operation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/scrap_inventory.rst-1 msgid "Scraps smart button showing all scrap orders from operation." 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 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:79 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 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:81 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 "Additional Information section of new location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:75 msgid "" "Configure the remaining fields in the :guilabel:`Additional Information` " "section as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:77 msgid "" ":guilabel:`Company`: the company whose warehouse the location is inside of. " "Leave this field blank if this location is shared between companies." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:83 msgid ":guilabel:`Barcode`: the barcode assigned to the location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:84 msgid "" ":guilabel:`Replenish Location`: tick this checkbox to get all quantities to " "replenish at this location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:87 msgid "" "In the :guilabel:`Cyclic Counting` section, change the value in the " ":guilabel:`Inventory Frequency (Days)` field from the default `0`, if " "necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst-1 msgid "Cyclic Counting section of new location creation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:94 msgid "" "When different than `0`, the inventory count dates for products stored at " "this location are automatically set at the defined frequency." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:97 msgid "" "In the :guilabel:`Logistics` section, in the :guilabel:`Removal Strategy` " "field, click the drop-down menu and select the :doc:`removal strategy " "<../../shipping_receiving/removal_strategies>` for how items should be " "removed from this location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:104 msgid "Cyclic Counting section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:106 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:109 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:112 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:117 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:125 msgid "Logistics section" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:127 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:136 msgid "Current stock at location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:138 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:141 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:145 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/basic_setup/one_step_manufacturing>`, :doc:`two " "<../../../manufacturing/basic_setup/two_step_manufacturing>`, or :doc:`three" " steps <../../../manufacturing/basic_setup/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 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:3 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/workflows/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:11 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:16 msgid "Lead time types" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:18 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:24 msgid "" ":ref:`Customer lead time `: " "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:29 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 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:34 msgid "" ":ref:`Purchase lead time `: 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:39 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:45 msgid "" ":ref:`Days to Purchase `: " "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:49 msgid "" ":ref:`Manufacturing lead time `: " "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:54 msgid "" ":ref:`Days to prepare manufacturing order " "`: number of days " "needed to replenish components, or manufacture sub-assemblies of the " "product. Either set one directly on the bill of materials (BoM), or click " "*Compute* to sum up purchase and manufacturing lead times of components in " "the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:60 msgid "" ":ref:`Manufacturing security lead time `: moves the scheduled date of the |MO| 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:68 msgid "Sales lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:70 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:74 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:78 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:85 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:88 msgid "Customer lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:90 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:96 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:106 msgid "Sales security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:108 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:111 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:114 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:118 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:127 msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:129 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:133 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:137 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:145 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:148 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:155 msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:157 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:160 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:165 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:172 msgid ":doc:`PO scheduling with reordering rules `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:175 msgid "Vendor lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:177 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:180 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:186 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:190 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:196 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:202 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:216 msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:218 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:221 msgid "" "On the :guilabel:`Settings` page, under the :guilabel:`Advanced Scheduling` " "heading, tick the checkbox for :guilabel:`Security Lead Time for Purchase`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:224 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. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:228 msgid "" "Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " "pushes the :guilabel:`Scheduled Date` of receipt back by two days. 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 (BoMs)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:253 msgid "" "The |MO| 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:261 msgid "Manufacturing lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:263 msgid "" "Manufacturing lead times for products are configured from a product's bill " "of materials (BoM) form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:265 msgid "" "To add a lead time to a |BoM|, navigate to :menuselection:`Manufacturing app" " --> Products --> Bills of Materials`, and select the desired |BoM| to edit." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:268 msgid "" "On the |BoM| form, click the :guilabel:`Miscellaneous` tab. Change the value" " (in days) in the :guilabel:`Manuf. Lead Time` field to specify the calendar" " days needed to manufacture the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst-1 msgid "Manuf. Lead Time value specified on a product's Bill of Material form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:275 msgid "" "If the selected |BoM| is a multi-level |BoM|, the manufacturing lead times " "of the components are added." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:278 msgid "" "If the |BoM| product is subcontracted, the :guilabel:`Manuf. Lead Time` can " "be used to determine the date at which components should be sent to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 msgid "" "Establish a |MO| 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:284 msgid "" "The |MO| deadline, which is the :guilabel:`Scheduled Date` field on the " "|MO|, 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:287 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:289 msgid "" "However, it is 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:294 msgid "" ":doc:`Manufacturing planning <../../../manufacturing/workflows/use_mps>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:295 msgid ":doc:`Schedule MOs with reordering rules `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:298 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:305 msgid "Days to prepare manufacturing order" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:307 msgid "" "Configure the days required to gather components to manufacture a product by" " going to its |BoM|. To do that, go to :menuselection:`Manufacturing app -->" " Products --> Bills of Materials`, and select the desired |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:311 msgid "" "In the :guilabel:`Miscellaneous` tab of the |BoM|, specify the calendar days" " needed to obtain components of the product in the :guilabel:`Days to " "prepare Manufacturing Order` field. Doing so creates |MOs| in advance, and " "ensures there is enough time to either replenish components, or manufacture " "semi-finished products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:317 msgid "" "Clicking :guilabel:`Compute`, located next to the :guilabel:`Days to prepare" " Manufacturing Order` field, calculates the longest lead time among all the " "components listed on the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:320 msgid "" "*Purchase security lead times* that impact this specific |BoM| are also " "added to this value." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:324 msgid "" "A |BoM| has two components, one has a manufacturing lead time of two days, " "and the other has a purchase lead time of four days. The :guilabel:`Days to " "prepare Manufacturing Order` is four days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:331 msgid "Manufacturing security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:333 msgid "" "*Manufacturing security lead time* is set globally for the business in " ":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" " :guilabel:`Planning` heading, tick the checkbox for :guilabel:`Security " "Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:337 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. Then, click :guilabel:`Save`." 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:344 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 |MO| reflects the latest date to begin the manufacturing order." " In this example, the planned date on the |MO| is August 5th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:350 msgid "Global example" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:352 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:355 msgid "**Sales security lead time**: 1 day" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:356 msgid "**Manufacturing security lead time**: 2 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:357 msgid "**Manufacturing lead time**: 3 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:358 msgid "**Purchase security lead time**: 1 day" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:359 msgid "**Vendor lead time**: 4 days" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:361 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:368 msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:370 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:373 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:376 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:380 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:384 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:13 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 " "it is required to fulfill a sales order (SO), or when it is needed as a " "component in a manufacturing order (MO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:17 msgid "" "For products that are purchased from a vendor, a request for quotation (RFQ)" " is created to replenish the product, while an |MO| is created for products " "that are manufactured. The creation of an |RFQ| or |MO| occurs every time an" " |SO| or |MO| that requires the product is confirmed, regardless of the " "current stock level of the product being ordered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:23 msgid "" "In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature " "must be enabled. To do so, navigate to :menuselection:`Inventory app --> " "Configuration --> Settings`, and tick the checkbox next to :guilabel:`Multi-" "Step Routes`, under the :guilabel:`Warehouse` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:27 msgid "Finally, click :guilabel:`Save` to save the change." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:32 msgid "Unarchive MTO route" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:34 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:38 msgid "" "To do so, begin by navigating to :menuselection:`Inventory app --> " "Configuration --> Routes`. On the :guilabel:`Routes` page, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon on the right side of the" " search bar, and click the :guilabel:`Archived` filter to enable it." 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:46 msgid "" "After enabling the :guilabel:`Archived` filter, the :guilabel:`Routes` page " "shows all routes which are currently archived. Tick the checkbox next to " ":guilabel:`Replenish on Order (MTO)`, then click the :icon:`fa-cog` " ":guilabel:`Actions` 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:55 msgid "" "Finally, remove the :guilabel:`Archived` filter from the search bar. The " ":guilabel:`Routes` page now shows all unarchived routes, including " ":guilabel:`Replenish on Order (MTO)`, which is selectable on the *Inventory*" " tab of each product page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:60 msgid "Configure product for MTO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:62 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 app --> Products --> Products`, then select an " "existing product, or click :guilabel:`New` to configure a new one." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:66 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 the :guilabel:`Buy` or :guilabel:`Manufacture` route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:71 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 or manufacture " "it)." 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:79 msgid "" "If the product is purchased from a vendor to fulfill |SOs|, enable the " ":guilabel:`Can be Purchased` checkbox under the product name. Doing so makes" " the :guilabel:`Purchase` tab appear alongside the other tabs below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:83 msgid "" "Click 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:87 msgid "" "Specifying a vendor is essential for this workflow, because Odoo cannot " "generate an |RFQ| without knowing who the product is purchased from." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:90 msgid "" "If the product is manufactured, make sure 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:`New` 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:95 msgid "" "For a full overview of |BOM| creation, see the documentation on :doc:`bills " "of materials <../../../manufacturing/basic_setup/bill_configuration>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:99 msgid "Replenish using MTO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:101 msgid "" "After configuring a product to use the |MTO| route, a replenishment order is" " created for it every time an |SO| or |MO| 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:105 msgid "" "For example, if *Buy* was the second route selected, then a |PO| is created " "upon confirmation of an |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:109 msgid "" "When the |MTO| route is enabled for a product, a replenishment order is " "always created upon confirmation of an |SO| or |MO|. This is the case, even " "if there is enough stock of the product on-hand to fulfill the |SO|, without" " buying or manufacturing additional units of it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:113 msgid "" "While the |MTO| route can be used in unison with the *Buy* or *Manufacture* " "routes, the *Buy* route is used as the example for this workflow. Begin by " "navigating to the :menuselection:`Sales` app, then click :guilabel:`New`, " "which opens a blank quotation form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:117 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 configured to use the *MTO* and *Buy* routes. Click " ":guilabel:`Confirm`, and the quotation is turned into an |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:121 msgid "" "A :guilabel:`Purchase` smart button now appears at the top of the page. " "Clicking it opens the |RFQ| associated with the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:124 msgid "" "Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a " "|PO|. A purple :guilabel:`Receive Products` button now appears above the " "|PO|. Once the products are received, click :guilabel:`Receive Products` to " "open the receipt order, and click :guilabel:`Validate` to enter the products" " into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:129 msgid "" "Return to the |SO| by clicking the :guilabel:`SO` breadcrumb, or by " "navigating to :menuselection:`Sales app --> Orders --> Orders`, and " "selecting the|SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:132 msgid "" "Finally, click the :guilabel:`Delivery` smart button at the top of the order" " to open 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/mto.rst:137 msgid "" "For information on workflows that include the |MTO| route, see the following" " documentation:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:139 msgid ":doc:`resupply_warehouses`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:140 msgid ":doc:`../../../manufacturing/subcontracting/subcontracting_basic`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:141 msgid ":doc:`../../../manufacturing/advanced_configuration/sub_assemblies`" 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:136 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:137 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:141 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:`Replenishment method `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:50 msgid ":ref:`Create rule `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:55 msgid "Product type configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:57 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:61 msgid "" "On the product form, under the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Goods`, and make sure the " ":guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo " "to track the product's stock levels and trigger reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "Product Type and Track Inventory configurations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:71 msgid "Replenishment method" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:73 msgid "" "Next, configure the replenishment method (e.g., buy or manufacture) by going" " to the :guilabel:`Inventory` tab and select one or more routes from the " ":guilabel:`Routes` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:76 msgid "" "If the product is purchased, :ref:`install ` the " "**Purchase** app, and confirm that the :guilabel:`Purchase` checkbox is " "enabled under the product name. In the :guilabel:`Purchase` tab, add at " "least one vendor to the :doc:`vendor pricelist " "<../../../purchase/products/pricelist>`. Odoo uses the vendor at the top of " "the list to generate |RFQs| when reordering rules are triggered." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:81 msgid "" "In the :guilabel:`Inventory` tab's :guilabel:`Routes` field, tick the " ":guilabel:`Buy` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:84 msgid ":doc:`Buy route <../../../purchase/manage_deals/rfq>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:85 msgid ":doc:`Vendor pricelist <../../../purchase/products/pricelist>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:87 msgid "" "If the product is manufactured, :ref:`install ` the " "**Manufacturing** app, and in the :guilabel:`Inventory` tab's " ":guilabel:`Routes` field, tick the :guilabel:`Manufacture` checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:90 msgid "" "Next, ensure at least one :doc:`bill of materials " "<../../../manufacturing/basic_setup/bill_configuration>` (BoM) is displayed " "in the :guilabel:`Bill of Materials` smart button at the top of the product " "form. 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:95 msgid "" "If a |BoM| does not already exist for the product, click the :guilabel:`Bill" " of Materials` smart button, then click :guilabel:`New` to configure a new " "|BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:99 msgid "" ":doc:`Manufacture route " "<../../../manufacturing/basic_setup/bill_configuration>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:104 msgid "Create new reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:106 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory app " "--> Operations --> Replenishment`, then click :guilabel:`New`, and fill out " "the following fields for the new reordering rule line item:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:110 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:111 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:112 msgid "" ":guilabel:`Min`: The minimum quantity that can be forecasted without the " "rule being triggered. When forecasted stock falls below this number, a " "replenishment order for the product is created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:115 msgid "" ":guilabel:`Max`: The maximum quantity at which the stock is replenished." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:116 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:123 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:123 msgid "The form for creating a new reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:126 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:130 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:134 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:138 msgid ":ref:`Vendor `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:139 msgid ":ref:`Bill of materials `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:140 msgid "" ":ref:`Procurement group `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:144 msgid "" "The fields above are not available by default, and must be enabled by " "selecting the |adjust| 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:150 msgid "0/0/1 reordering rule" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:152 msgid "" "The *0/0/1* reordering rule is a specialty rule used to replenish a product " "that is not kept on-hand, each time a sales order (SO) is confirmed for that" " product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:156 msgid "" "The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* " "route, in that both workflows are used to replenish a product upon " "confirmation of an |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:159 msgid "" "The main difference between the two methods is that the *Replenish on Order*" " route automatically reserves the product for the |SO| that caused it to be " "replenished. This means the product **cannot** be used for a different |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:163 msgid "" "The 0/0/1 reordering rule does not have this limitation. A product " "replenished using the rule is not reserved for any specific |SO|, and can be" " used as needed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:166 msgid "" "Another key difference is that replenishment orders created by the " "*Replenish on Order* route are linked to the original |SO| by a smart button" " at the top of the order. When using the 0/0/1 reordering rule, a " "replenishment order is created, but is not linked to the original |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:170 msgid "" "See the :doc:`Replenish on Order (MTO) ` documentation for a full " "overview of the MTO route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:172 msgid "" "To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app" " --> Products --> Products`, and select a product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:175 msgid "" "At the top of the product's page, click the :icon:`fa-refresh` " ":guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering " "Rules` page for the product. On the resulting page, click :guilabel:`New` to" " begin configuring a new reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:179 msgid "" "In the :guilabel:`Location` field of the new reordering rule, select the " "location in which replenished products should be stored. By default, this " "location is set to :guilabel:`WH/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:182 msgid "" "In the :guilabel:`Route` field, select the route the rule should use to " "replenish the item. For example, if the product should be purchased from a " "vendor, select the :guilabel:`Buy` route." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:185 msgid "" "In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, " "leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a " "value of `1.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "A 0/0/1 reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:191 msgid "" "With the reordering rule configured using these values, each time an |SO| " "causes the forecasted quantity of the product to fall below the " ":guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used " "to replenish the product in one-unit increments, back up to the " ":guilabel:`Max Quantity` of `0.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:197 msgid "" "A picture frame is configured with a 0/0/1 reordering rule that uses the " "*Buy* route. Zero units of the picture frame are kept on-hand at any given " "time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:200 msgid "" "An |SO| is confirmed for one unit of the picture frame, which causes the " "forecasted quantity to drop to `-1.00`. This triggers the reordering rule, " "which automatically creates a |PO| for one unit of the picture frame." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:204 msgid "" "Once the product is received from the vendor, the forecasted quantity of the" " picture frame returns to `0.00`. There is now one picture frame on-hand, " "but it is not reserved for the |SO| which triggered its purchase. It can be " "used to fulfill that |SO|, or reserved for a different order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:212 msgid "Trigger" msgstr "Pemicu" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:214 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:217 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:220 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*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:224 msgid "" "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app" " --> Operations --> Replenishment`. Then, click the |adjust|, 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:228 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:234 msgid "Auto" msgstr "Otomatis" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:236 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:239 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:240 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:243 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:246 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:249 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:253 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:255 msgid "" "To manually trigger a reordering rule before the scheduler runs, ensure " ":ref:`developer mode ` is enabled, and select " ":menuselection:`Inventory app --> Operations --> Run Scheduler`. Then, click" " the purple :guilabel:`Run Scheduler` button on the pop-up window that " "appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:260 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:263 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:275 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:281 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:286 msgid "" "When a product appears on the replenishment dashboard, clicking the " ":guilabel:`Order` button generates the purchase or manufacturing order with " "the specified amounts :guilabel:`To Order`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst-1 msgid "" "Click the Order button on the replenishment dashboard to replenish stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:295 msgid "Route" msgstr "Rute" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:297 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:302 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the replenishment method (e.g., buying or manufacturing) that " "the rule defaults to, if multiple are available." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 msgid "" "To specify a preferred route, begin by navigating to " ":menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:309 msgid "" "By default, the :guilabel:`Route` column is hidden. To reveal it, select the" " |adjust| to the far-right of the column titles, and ticking " ":guilabel:`Route` from the drop-down menu that appears." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:312 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:319 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 *Buy* route, " "then *Manufacture*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:323 msgid "Advanced uses" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:325 msgid "" "Pairing :guilabel:`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:330 msgid "" ":guilabel:`Vendor`: When the selected :guilabel:`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:337 msgid "" ":guilabel:`Bill of Materials`: When the :guilabel:`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:343 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:348 msgid "" "Procurement groups link replenishment methods to demand, enabling smart " "buttons to appear when using the :doc:`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:354 msgid "" "Sales order (demand) with a linked purchase order (replenishment method)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:356 msgid "In the context of reordering rules:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:358 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:360 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:363 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:367 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:372 msgid "" "How can you set the *Procurement Group*, *Vendor*, and *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:379 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:381 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:383 msgid "Set the :guilabel:`Route` to :guilabel:`Buy` to generate an |RFQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:384 msgid "" "Click the :guilabel:`Order` 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:394 msgid "Just-in-time logic" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:396 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:400 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:408 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:411 msgid "Important considerations:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:413 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:415 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:422 msgid "Forecasted date and To Order quantity" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:424 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:428 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:433 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:438 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:440 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:442 msgid "Today's date is November 26." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:443 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:445 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:448 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:455 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:458 msgid "For example:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:460 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:462 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:464 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:466 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:471 msgid "Common confusion about forecasted quantities" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:473 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:476 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:485 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:491 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:496 msgid "Visibility days" msgstr "Hari-hari visibilitas" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:498 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:503 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:506 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:510 msgid "" "Next, enable the :guilabel:`Visibility Days` field by clicking the |adjust| " "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:514 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:518 msgid "Example where visibility days is triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:520 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/landed_costs>` and tariffs)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:524 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:525 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:526 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:528 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:531 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:536 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:539 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:540 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:546 msgid "Counterexample where visibility days is not triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:548 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:550 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:551 msgid "**November 5**: The forecasted date shifts to December 5." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:552 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:555 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 "Inter-warehouse replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:7 msgid "" "When a business operates multiple locations, such as warehouses, retail " "shops, or manufacturing facilities, resupplying stock from a central " "warehouse is sometimes necessary. Odoo uses a *Route* configuration that " "enables locations to replenish from a central distribution center, " "automatically generating *inter-warehouse transfers*. Odoo " ":guilabel:`Inventory` manages these transfers to keep stores in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:13 msgid "" "This guide explains how to conduct inter-warehouse transfers using two " "replenishment strategies:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:15 msgid ":ref:`Make to order (MTO) `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:16 msgid ":ref:`Reordering rule `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:19 msgid ":doc:`Difference between MTO and reordering rules <../replenishment>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:24 msgid "" "The initial configuration for both replenishment strategies is the same. " "First go to :menuselection:`Inventory app --> Configuration --> Settings`. " "In the :guilabel:`Warehouse` section, activate :guilabel:`Storage " "Locations`. Then, click :guilabel:`Save` to apply the setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst-1 msgid "Enable Storage Locations in Inventory settings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:35 msgid "" "Configure the settings for the central warehouse and connecting storage " "locations by going to :menuselection:`Inventory app --> Configuration --> " "Warehouses`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:39 msgid "" "Each central warehouse and other locations *must* have its own warehouse. " "For example, each shop is considered a local warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:42 msgid "" "Select an existing warehouse, or create a new one to be resupplied from the " "central warehouse, by clicking :guilabel:`New`. Then, give the warehouse a " "name and a :guilabel:`Short Name`, which will appear on that warehouse's " "transfers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:46 msgid "" "In the :guilabel:`Warehouse Configuration` tab, locate the " ":guilabel:`Resupply From` field. Check the box next to the central " "warehouse's name. If the warehouse can be resupplied by more than one " "warehouse, make sure to check those warehouses' boxes too. Now, Odoo knows " "which warehouses can resupply this warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:52 msgid "" "The central warehouse that will supply the shops is called `Central " "warehouse`. The :guilabel:`Resupply From` field is set to this warehouse on " "the shop's warehouse configuration page." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:57 msgid ":doc:`../inventory_management/warehouses`" 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:64 msgid "Set route on a product" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:66 msgid "" "Products must also be configured properly in order for them to be " "transferred between warehouses." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:68 msgid "" "Go to :menuselection:`Inventory app --> Products --> Products` and select " "the desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:70 msgid "" "In the :guilabel:`Inventory` tab, the new route appears as :guilabel:`X: " "Supply Product from Y` in the :guilabel:`Routes` section, where 'X' is the " "store's warehouse that receives products, and 'Y' is the warehouse that " "sends products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:74 msgid "" "Tick the :guilabel:`X: Supply Product from Y` checkbox, which is intended to" " be used with the |MTO| route or a reordering rule to replenish stock by " "moving the product from one warehouse to another. Proceed to the dedicated " "sections below to continue the process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:81 msgid "MTO" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:83 msgid "" "To replenish products using the make-to-order method, go to the product form" " and ensure the :ref:`MTO route is unarchived " "`, so it appears in the " ":guilabel:`Routes` section of the :guilabel:`Inventory` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:87 msgid "" "With the resupply and |MTO| routes ticked, jump to the section titled: " ":ref:`Replenish from another warehouse " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:91 msgid "" "The product, sold at the warehouse, `Store`, is resupplied from the central " "warehouse, named `YourCompany`. To replenish the product using |MTO|, the " "following routes are selected:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:94 msgid ":guilabel:`Store: Supply Product from YourCompany`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:95 msgid ":guilabel:`Replenish on Order (MTO)`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:0 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:104 msgid "Reordering rule" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:106 msgid "" "To replenish products using reordering rules, first ensure the :guilabel:`X:" " Supply Product from Y` route is selected in the :guilabel:`Inventory` tab " "of the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:109 msgid "" "Then, create a reordering rule to automate replenishment by clicking the " ":guilabel:`Reordering Rules` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:112 msgid "Click :guilabel:`New`, and set:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:114 msgid "" ":guilabel:`Location`: the stock location of the retail store. For example, " "`SHOP/Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:115 msgid ":guilabel:`Route`: :guilabel:`X: Supply Product from Y`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:116 msgid "" ":guilabel:`Min Quantity` and :guilabel:`Max Quantity` to trigger automatic " "stock transfers when inventory falls below the set threshold." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:120 msgid ":doc:`reordering_rules`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:123 msgid "" "A :ref:`0/0 reordering rule ` to " "replenish the shop's warehouse is created, with the :guilabel:`Location` set" " to `SHOP/Stock`, and the :guilabel:`Route` set to :guilabel:`Store: " "Resupply from YourCompany`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:0 msgid "Show reordering rule configurations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:134 msgid "Replenish one warehouse from another" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:136 msgid "" "After completing the setup, trigger replenishment using one of several " "methods, such as:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:138 msgid "" "Navigate to the product form of the product that is resupplied from another " "warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:140 msgid "" "Click the :guilabel:`Replenish` button on the top-left of the product page. " "In the pop-up window, set the warehouse to the retail shop, (e.g. `Store`), " "and click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:0 msgid "Replenish pop-up window on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:147 msgid "" "Create a quotation, and in the :guilabel:`Other Info` tab, set the " ":guilabel:`Warehouse` to the retail shop (e.g. `Store`), when selling the " "product makes the on-hand quantity of the product go below the minimum set " "on the reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:0 msgid "Create a quote at the store." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:155 msgid "" "Once triggered, Odoo creates two transfers: One is a *delivery order* from " "the central, supplying warehouse, which contains all the necessary products " "to the store, and the second is a *receipt* at the shop, from the main " "warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:159 msgid "" "While in transit, the product is located at `Physical Locations/Inter-" "warehouse transit`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:162 msgid "" "A sales order for the product at the shop is created. To replenish the " "product at the shop and ship it from there, Odoo generates a delivery order " "from the central warehouse's stock, `WH/Stock` to the shop's warehouse " "`SHOP/Stock`. While the products are traveling between warehouses, they are " "in `Physical Locations/Inter-warehouse transit`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:167 msgid "" "The final delivery order is from the shop to the customer's delivery " "address, and is not pertinent to the workflow in this guide." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses.rst:0 msgid "Show shipments from warehouse to store." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:3 msgid "Stock valuation dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:7 msgid "" "When a company has physical assets, such as inventory, they often want to " "know approximately how much has been spent on these goods, or how much they " "are worth at the moment. This process of assigning a monetary value to " "account for inventory is known as *stock valuation*." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:11 msgid "" "This value is often reported for accounting purposes. For instance, an " "insurance company may want to know the value of goods stored in a warehouse," " in the event of a flood or fire." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:14 msgid "" ":doc:`Stock valuation " "<../../product_management/inventory_valuation/using_inventory_valuation>` " "typically utilizes one of two accounting systems:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:17 msgid "" "**Perpetual**: The inventory is constantly (perpetually) being updated, and " "the value is constantly changing." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:19 msgid "" "**Periodic**: The inventory value is checked on an occasional (periodic) " "basis, and the value is set at this occasional time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:22 msgid "" "Using :ref:`tracked inventory ` in Odoo necessitates a *perpetual* inventory accounting system " "because of the need to know when and where inventory exists, and how much of" " it is available or forecasted. There are a few common :ref:`stock valuation" " methods ` used in Odoo: " "*standard price*, *average cost* (AVCO), and *first in, first out* (FIFO) " "accounting. It is important to know that the valuation method chosen for a " "product impacts the calculation of several fields in the stock valuation " "reports." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:31 msgid "Open the dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:33 msgid "" "Odoo's *Stock Valuation* dashboard displays the financial value of all " "tracked inventory, according to each product's stock valuation method. This " "report can provide insights into potential issues in the supply chain, such " "as sunken purchase costs or delays in profitability. To access the " "dashboard, go to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:39 msgid "" "The :menuselection:`Reporting`` menu in **Inventory** is only accessible to " "users with :doc:`admin access <../../../../general/users/access_rights>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:42 msgid "" "This dashboard has three different views, or inventory reports — :ref:`list " "view ` (i.e. the default " "stock valuation report), :ref:`pivot view " "` (i.e. the stock aging report), " "and :ref:`graph view `. Each view " "can be customized with different fields to break down inventory valuation by" " product, operation type, date, or company." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:48 msgid "" "All three views can be filtered by various fields. To apply filters, click " "into the search bar at the top of the report, or click the drop-down arrow " "next to it. For example, selecting the filter :guilabel:`Has Remaining Qty` " "will show only products that are currently in stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:55 msgid "List view: stock valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:57 msgid "" "By default, the :guilabel:`Stock Valuation` dashboard displays in *list " "view*, represented by the :icon:`oi-view-list` :guilabel:`(list)` icon. This" " report shows a detailed record of stock movements and their valuations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:62 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:199 msgid "Configure" msgstr "Konfigurasi" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:64 msgid "The following columns are displayed by default:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:66 msgid "" ":guilabel:`Date`: the date and time when the :ref:`stock move " "` was created. The valuation report is " "sorted by this field by default, emphasizing the importance of time when " "valuing inventory. To sort the report by a different column, simply click on" " the column title." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:70 msgid "" ":guilabel:`Reference`: the reference document associated with this stock " "move (e.g., a warehouse receipt, a delivery order, or a manual inventory " "adjustment)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:72 msgid ":guilabel:`Product`: the product that is being moved and valued." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:73 msgid "" ":guilabel:`Quantity`: the number of units by which this product's stock has " "increased or decreased in this particular stock move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:75 msgid "" ":guilabel:`Total Value`: the value of the product's stock in this particular" " stock move, calculated by multiplying the :guilabel:`Quantity` and " ":guilabel:`Unit Value`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:79 msgid "" "If a :guilabel:`Reference` document includes several goods, there will be a " "separate line item generated on the report for each good." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:82 msgid "" "There are additional fields that can be added to this view to provide more " "insight into the stock's valuation. To add fields, click the :icon:`oi-" "settings-adjust` :guilabel:`(adjust)` icon, and select the desired fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:86 msgid "" ":guilabel:`Lot/Serial Number`: the uniquely identifying lot or serial number" " for this product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:87 msgid "" ":guilabel:`Company`: for businesses that operate with multiple companies, " "this field displays the company by which this stock move took place." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:89 msgid "" ":guilabel:`Remaining Quantity`: the number of units remaining for this " "valuation of the product, after demand has been accounted for (even from " "other stock moves). This field can be especially helpful for :abbr:`FIFO " "(First In, First Out)` and :abbr:`AVCO (Average Cost)` accounting, as it " "conveys which units of stock came into a warehouse first and the value of " "said stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:93 msgid "" ":guilabel:`Unit Value`: the cost of one unit of the product for the company " "(**not** the price to consumers)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:95 msgid "" ":guilabel:`Description`: a description of the reason for this stock " "valuation (typically, a stock move has occurred). By default, this field is " "set as the concatenation of the :guilabel:`Reference` and " ":guilabel:`Product` fields. However, the field may also display other " "important messages for this line item, such as a note stating that the line " "item is an adjustment due to a change in the product's inventory valuation " "method." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:100 msgid "" ":guilabel:`Remaining Value`: the value of this product's current stock " "levels for this particular stock move, after demand has been accounted for. " "Along with :guilabel:`Remaining Quantity`, this field can be especially " "helpful for :abbr:`FIFO (First In, First Out)` and :abbr:`AVCO (Average " "Cost)` accounting, as they convey which stock came into a warehouse first " "and the value of said stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:107 msgid "" "Some of these settings may not appear unless first enabled in Odoo's " "**:doc:`Settings <../../../general>`** application." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst-1 msgid "Stock valuation report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:116 msgid "Stock valuation layers (SVLs)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:118 msgid "" "Each line item in the :guilabel:`Stock Valuation` report represents a record" " in Odoo's system known as a *stock valuation layer (SVL)*. :abbr:`SVLs " "(stock move layers)` are generated when products move in a way that impacts " "their stock valuation. Specifically, the stock moves that generate " ":abbr:`SVLs (stock move layers)` are warehouse receipts, deliveries, " "dropshipping orders, and dropshipping returns. These stock moves must first " "be validated (by clicking the :guilabel:`Validate` button) for the " ":abbr:`SVL (stock move layer)` to be created." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:125 msgid "" "If a product's inventory valuation method changes on the product form, new " "line items are generated on the :guilabel:`Stock Valuation` report to " "reflect the resulting :abbr:`SVLs (stock move layers)`. For example, if the " "valuation method changes from *standard price* to either :abbr:`AVCO " "(Average Cost)` or :abbr:`FIFO (First In, First Out)` accounting, " "*revaluation entries* will be automatically posted to reflect the change in " "pricing for goods that remain in stock. One entry will be negative to " "\"remove\" the old pricing, and the second entry will be positive to record " "the new pricing. These entries are connected to journal entries in Odoo's " "**Accounting** app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:133 msgid "" "Below is an example of what the :guilabel:`Stock Valuation` table shows when" " a few stock moves have occurred for a product using standard price " "accounting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst-1 msgid "Stock valuation table in standard price accounting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:139 msgid "" "Conversely, the following image depicts what the *Stock Valuation* Report " "table might look like after a product has switched from standard price to " ":abbr:`FIFO (First In, First Out)` accounting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst-1 msgid "" "Stock valuation table after switching from standard price to FIFO " "accounting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:146 msgid "" "The :guilabel:`Remaining Value` and :guilabel:`Remaining Quantity` fields " "are derived from what occurs at the :abbr:`SVL (stock move layer)` level in " "Odoo and, as such, are better understood with an example." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:150 msgid "" "Frankie's Consignment Shop buys sweaters at the cost, or :guilabel:`Unit " "Value`, of `5.00` dollars. For the first time, Frankie's purchases and " "receives a :guilabel:`Quantity` of `100.00` sweaters in one stock move, then" " re-sells and delivers `-10.00` sweaters in a second stock move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:154 msgid "" "In the first stock move line item, the :guilabel:`Remaining Quantity` will " "change from `100.00` to `90.00`, once the second stock move is recorded. " "This change reflects that, although 100 sweaters were originally purchased, " "only 90 of those sweaters remain in stock and should be counted in the " "valuation. Similarly, the :guilabel:`Remaining Value` will drop from " "`$500.00` to `$450.00`. The :guilabel:`Total Value` will remain at " "`$500.00`, regardless of subsequent transactions." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:161 msgid "" "On the other hand, the :guilabel:`Remaining Quantity` of the second stock " "move line item will be recorded and remain at `0.00` because the quantity of" " `-10.00` was sold. In the system, because the :abbr:`SVL (stock move " "layer)` was a sale, there is no stock left that needs to be valued from that" " transaction." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:0 msgid "" "Remaining value and quantity are calculated based on :abbr:`SVLs (stock move" " layers)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:170 msgid "Change the valuation date" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:172 msgid "" "To see the valuation of stock moves at a specific date and time, click the " ":guilabel:`Valuation At Date` button, located in the top-left corner of the " ":guilabel:`Stock Valuation` page. The report will show the " ":guilabel:`Quantity` and :guilabel:`Total Value` of each stock move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:177 msgid "" "The :guilabel:`Remaining Quantity` and :guilabel:`Remaining Value` of the " "stock moves will *not* be point-in-time for any dates chosen in the past. " "The stock moves shown when selecting a past date will still display the " "*current on-hand quantity and value* of the products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:182 msgid "" "A business has 100 sofas in stock on January 1st and sells 20 of those sofas" " on February 1st. The :guilabel:`Remaining Quantity` of the :abbr:`SVL " "(stock move layer)` will drop from `100.00` to `70.00` on February 1st. If " "no other stock moves take place, and on February 1st, the " ":guilabel:`Valuation at Date` is selected as January 1st, the " ":guilabel:`Remaining Quantity` will still show as `70.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:191 msgid "Pivot view: stock aging" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:193 msgid "" "From the :guilabel:`Stock Valuation` dashboard, access pivot view by " "clicking the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon. This view is " "essentially a *stock aging report*, and it shows the on-hand quantity and " "value of inventory by purchase date, which can help monitor products with " "expiration dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:201 msgid "" "By default, the pivot view shows the value of all *product categories* by " "*day and month*. Clicking the :icon:`fa-plus-square` :guilabel:`(plus)` icon" " in each column or row will reveal a drop-down list of options to create a " "more granular breakdown of the inventory valuation. The drop-down options " "include: :guilabel:`Product`, :guilabel:`Lot/Serial Number`, " ":guilabel:`Product Category`, :guilabel:`Date`, :guilabel:`Company`, or " ":guilabel:`Add Custom Group` Clicking the :icon:`fa-minus-square-o` " ":guilabel:`(minus)` icon collapses the field back to an empty state." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:208 msgid "" "In the table, the :guilabel:`Remaining Qty` column displays the number of " "on-hand items, and :guilabel:`Remaining Value` displays the total cost of " "purchasing these items." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst-1 msgid "Stock aging report, showing product row items and day columns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:217 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:301 msgid "Graph view" msgstr "Tampilan grafik" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:219 msgid "" "The stock value can be depicted graphically by clicking the :icon:`fa-area-" "chart` :guilabel:`(graph)` icon. By default, the graph is displayed in " ":icon:`fa-line-chart` line chart view and filtered to show the cumulative " "total of all inventory value over time in Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:223 msgid "" "At the top of the report, a :icon:`fa-bar-chart` bar chart or :icon:`fa-pie-" "chart` pie chart view can be selected instead." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:227 msgid ":doc:`Odoo reporting essentials <../../../../essentials/reporting>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:3 msgid "Locations dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:7 msgid "" "The *Locations* dashboard in the *Inventory* application provides an " "overview of on-hand storage locations for company products. Use this report " "to see where stock is stored, identify :ref:`misplaced items " "`, or view past inventory to see " "product locations on specific dates." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:13 msgid "" "The *Reporting* menu in *Inventory* is only accessible to users with " ":doc:`admin access <../../../../general/users/access_rights>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:16 msgid "" "To access the locations report, the *Storage Locations* feature must be " "enabled. To do that, go to :menuselection:`Inventory app --> Configuration " "--> Settings`. In the :guilabel:`Warehouse` section, tick the checkbox for " ":guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the " "locations dashboard by navigating to :menuselection:`Inventory app --> " "Reporting --> Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:24 msgid "Navigate the locations dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:26 msgid "" "By default, the :guilabel:`Locations` dashboard lists all on-hand products " "in stock (in the :guilabel:`Product` column), along with the following " "information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:29 msgid "" ":guilabel:`Location`: current storage location. If a product is stored at " "`Shelf 1` and `Shelf 2`, the product is listed twice, showing quantities at " "each location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:31 msgid "" ":guilabel:`Package`: the package that the product is stored in, if any." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:32 msgid "" ":guilabel:`Lot/Serial Number`: if the product has a lot or serial number, it" " is specified here." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:33 msgid "" ":guilabel:`On Hand Quantity`: current quantity of products. Click the " ":icon:`fa-pencil` :guilabel:`(pencil)` icon to :doc:`modify the on-hand " "quantity <../inventory_management/count_products>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:36 msgid "" ":guilabel:`Reserved Quantity`: on-hand quantity reserved for operations, " "such as pickings, delivery orders, or manufacturings." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:38 msgid ":guilabel:`Unit`: the unit of measure of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:40 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:52 msgid "" "Click the buttons to the right of each row item to access additional " "information:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:42 msgid "" ":icon:`fa-history` :guilabel:`History`: access the stock move history of the" " product, displaying information about the quantity and description of why " "the product was moved from one location to another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:47 msgid "" "View what the product is reserved for, by clicking the :icon:`fa-history` " ":guilabel:`History` button on the far-right of the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:50 msgid "" "On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` " ":guilabel:`Done` filter. Then, click the |down| icon to the right of the " ":guilabel:`Search...` bar to reveal filter options, and select the " ":guilabel:`To Do` filter." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:0 msgid "" "Display *Moves History* page of to-do deliveries that reserved the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:58 msgid "" ":icon:`fa-refresh` :guilabel:`Replenishment`: access the :doc:`reordering " "rules <../replenishment/reordering_rules>` page to replenish products at the" " specific location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:61 msgid "" "In the upper-left corner of the page, click the the :guilabel:`New` button " "to make an :doc:`inventory adjustment " "<../inventory_management/count_products>` to record quantities of a certain " "product at a specific :guilabel:`Location`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:65 msgid "" "To view products, quantities, and their locations for a specified date, " "click the :guilabel:`Inventory At Date` button (also located in the upper-" "left corner of the page). Select a date and time in the :guilabel:`Inventory" " at Date` field, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:70 msgid "Generate reports" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:72 msgid "" "After learning how to :ref:`navigate the locations dashboard " "`, it can be used to create " "and share different reports." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:76 msgid "" "A few common reports that can be created using the :guilabel:`Locations` " "dashboard are detailed below." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:80 msgid "Dead stock report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:82 msgid "" "To get list of expired items, also referred to as *dead stock*, follow these" " steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:84 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:113 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:142 msgid "Go to :menuselection:`Inventory app --> Reporting --> Locations`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:85 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:143 msgid "" "Then, click the |down| icon to the right of the :guilabel:`Search...` bar to" " reveal a drop-down list of :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorite` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:87 msgid "" "Enable the :guilabel:`Internal Locations` and :guilabel:`Expiration Alerts` " "option under the :guilabel:`Filters` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:90 msgid "The report now displays a list of expired products." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:93 msgid "" "This report can also be generated from the :ref:`Lot and Serials Numbers " "` page, accessed by going to" " :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst-1 msgid "Show a list of products whose expiration dates have exceeded today." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:104 msgid "Stranded inventory report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:106 msgid "" "Businesses using multi-step flows in the *Inventory* or *Manufacturing* " "apps, may have *stranded* items, which are products not in their proper " "storage locations, due to human error. Use this report to periodically check" " transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to ensure items " "are moved to their intended storage locations, and accurately recorded in " "the database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:111 msgid "" "To get a list of items that might be sitting idly in storage, follow these " "steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:114 msgid "" "In the :guilabel:`Search...` bar, begin typing the name of the location " "where products are intended to be moved to, such as `WH/Input`, or " "`WH/Packing`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:116 msgid "" "Select the :guilabel:`Search Location for:` [location name] option from the " "resulting drop-down menu that appears beneath the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:0 msgid "Show search result for the location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:123 msgid "The report now displays a list of products at the transit location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:126 msgid "" "Searching `Input` in :guilabel:`Location` shows a list of products at a " "*WH/Input* location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:128 msgid "" "The list shows `500` quantities of `Chicken`, which is alarming if not " "refrigerated soon after reception. The stranded inventory report helps " "identify items that have been idling in non-storage locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:0 msgid "Show items stored at a specific location." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:137 msgid "Inventory discrepancy report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:139 msgid "" "To generate a report of items that have been moved since the last " ":doc:`inventory audit <../inventory_management/cycle_counts>`, follow these " "steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:145 msgid "" "Enable the :guilabel:`Internal Locations` and :guilabel:`Conflicts` option " "from the :guilabel:`Filters` section." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:147 msgid "" "The report now displays items whose quantities have changed since the last " "cycle count." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:0 msgid "Show items from the *Conflicts* filter in the report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:153 msgid "" "Click the :icon:`fa-history` :guilabel:`History` button to view inventory " "transfers, including receipts and deliveries, that have occurred since the " "inventory adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:0 msgid "" "Show *Moves History*, showing a delivery that occurred after an inventory " "adjustment." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:3 msgid "Moves history dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:5 msgid "" "The *Moves History* report in Odoo *Inventory* provides a detailed record of" " product movements (containing past and current locations), lot numbers, and" " reasons for movement. Reports can be generated for any time frame, making " "this report essential for analyzing stock levels, monitoring inventory " "turnover, and identifying any discrepancies in inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:11 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:9 msgid "" "The reporting feature is only accessible to users with :doc:`admin access " "<../../../../general/users/access_rights>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:14 msgid "" "To access the stock report, go to :menuselection:`Inventory app --> " "Reporting --> Moves History`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst-1 msgid "Display Moves History report." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:23 msgid "Navigate the moves history report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:25 msgid "In the report, the columns represent:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:27 msgid ":guilabel:`Date`: calendar date and time of the stock move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:28 msgid "" ":guilabel:`Reference`: description of the reason for the stock move or " "quantity change, such as a receipt number (e.g. `WH/IN/00012`)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:30 msgid ":guilabel:`Product`: name of the product involved in the move." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:31 msgid "" ":guilabel:`Lot/Serial Number`: specifies the lot or serial number of the " "tracked product being moved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:33 msgid ":guilabel:`From`: source location of the moved product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:34 msgid ":guilabel:`To`: destination location of the moved product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:35 msgid ":guilabel:`Quantity`: number of products moved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:36 msgid ":guilabel:`Unit`: unit of measure of the products moved." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:37 msgid "" ":guilabel:`Status`: indicates the move status, which can be " ":guilabel:`Done`, :guilabel:`Available` (ready for action), or " ":guilabel:`Partially Available` (insufficient quantities to complete the " "operation)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:42 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:66 msgid "Search options" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:44 msgid "" "Use the following search options to customize the :guilabel:`Moves History` " "report to display relevant information" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:70 msgid "Filters" msgstr "Penyaring" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:51 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:72 msgid "" "The :guilabel:`Filters` section allows users to search among pre-made and " "custom filters to find specific stock records." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:54 msgid "" ":guilabel:`To Do`: show stock move records that are in progress. This " "includes lines with a :guilabel:`Status` column value of " ":guilabel:`Available` or :guilabel:`Partially Available`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:56 msgid "" ":guilabel:`Done`: completed stock moves, with a :guilabel:`Status` of " ":guilabel:`Done`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:57 msgid ":guilabel:`Incoming`: displays move records from vendor locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:58 msgid "" ":guilabel:`Outgoing`: displays move records to customer locations, including" " customer returns." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:60 msgid "" ":guilabel:`Internal`: displays move records from one internal location to " "another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:61 msgid "" ":guilabel:`Manufacturing`: shows records where products were produced from " "the virtual, production :doc:`location " "<../inventory_management/use_locations>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:63 msgid "" ":guilabel:`Date`: select this drop-down menu to access various date filter " "options and view stock moves from a specific month, quarter, or year." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:65 msgid "" ":guilabel:`Last 30 Days`: show records that occurred in the last thirty " "days." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:66 msgid ":guilabel:`Last 3 Months`: show records from the last three months." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:68 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:111 msgid "Group By" msgstr "Dikelompokkan Berdasarkan" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:70 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:73 msgid ":guilabel:`Product`: group records by product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:74 msgid "" ":guilabel:`Status`: group records by the three status types: " ":guilabel:`Done`, :guilabel:`Available`, and :guilabel:`Partially " "Available`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:76 msgid "" ":guilabel:`Date`: group records by :guilabel:`Year`, :guilabel:`Quarter`, " ":guilabel:`Month`, :guilabel:`Week`, or :guilabel:`Day`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:78 msgid "" ":guilabel:`Transfers`: group records by operation number, e.g. " "`WH/OUT/00012`, `WH/MO/00211`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:80 msgid "" ":guilabel:`Location`: group records by source location (the :guilabel:`From`" " column in this report)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:82 msgid "" ":guilabel:`Category`: group records by product category. To configure these," " go to :menuselection:`Inventory app --> Configuration --> Products: Product" " Categories`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:84 msgid "" ":guilabel:`Batch Transfer`: group records by :doc:`batch " "<../../shipping_receiving/picking_methods/batch>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:87 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:123 msgid "Favorites" msgstr "Favorit" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:89 msgid "" "To save the current applied filters and groups, so the same information can " "be easily accessed after closing this page, click :guilabel:`Save current " "search`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:92 msgid "" "Optionally, tick the :guilabel:`Default filter` checkbox to make this " "current view the default filter when opening the :guilabel:`Moves History` " "report. Or tick the :guilabel:`Shared` checkbox to make the search option " "available to other users." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:96 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:132 msgid "Lastly, click the :guilabel:`Save` button." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:99 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:135 msgid ":doc:`../../../../essentials/search`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:3 msgid "Stock report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:5 msgid "" "Use the stock report in Odoo *Inventory* for a detailed list of all stored " "products, including those reserved, purchased and in transit, as well as " "those delivered to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:12 msgid "" "To access the stock report, go to :menuselection:`Inventory app --> " "Reporting --> Stock`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst-1 msgid "" "Show the stock report, accessible by going to Inventory > Reporting > Stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:19 msgid "Navigate the stock report" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:21 msgid "" "On the stock report, the left sidebar includes several groupings to narrow " "down what is being shown. The default groupings are :guilabel:`Warehouses`," " which filters products by specific warehouses, and :guilabel:`Category`, " "which shows products within a selected product category." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:26 msgid "" "The :guilabel:`Warehouse` grouping is only available when there are multiple" " warehouses in the database. Refer to the " ":doc:`../inventory_management/warehouses` documentation for more details." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:29 msgid "In the report itself, the columns represent:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:31 msgid ":guilabel:`Product`: name of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:32 msgid "" ":guilabel:`Unit Cost`: average inventory valuation per unit, adjusted based " "on the cost to purchase and/or manufacture the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:34 msgid "" ":guilabel:`Total Value`: Total inventory valuation of the product, " "calculated by multiplying unit cost by on-hand quantity." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:38 msgid "" ":ref:`Compute average cost inventory valuation per unit " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:39 msgid "" ":doc:`Inventory valuation methods " "<../../product_management/inventory_valuation/inventory_valuation_config>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:42 msgid "" ":guilabel:`On Hand`: current quantity of products. Click the :icon:`fa-" "pencil` :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity " "<../inventory_management/count_products>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:45 msgid "" ":guilabel:`Free to Use`: on-hand quantity that are **not** reserved for " "delivery or manufacturing orders, and are available to sell or use." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:47 msgid "" ":guilabel:`Incoming`: items expected to arrive at the warehouse. Number of " "products is based on quantities in confirmed purchase orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:49 msgid "" ":guilabel:`Outgoing`: items expected to leave the warehouse or be consumed " "in manufacturing orders. Number of products is based on quantities in " "confirmed sales or manufacturing orders." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:54 msgid "" ":guilabel:`History`: access the stock move history of the product, " "displaying information about the quantity and description of why the product" " was moved from one location to another." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:56 msgid "" ":guilabel:`Replenishment`: access the :doc:`reordering rules " "<../replenishment/reordering_rules>` page for the product to create or " "manage methods of procuring the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:59 msgid "" ":guilabel:`Locations`: break down of on-hand quantity at multiple storage " "locations. Only available when the product is stored in multiple locations." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:61 msgid "" ":guilabel:`Forecast`: access the forecasted report to view on-hand, " "incoming, and outgoing quantities. Report also contains links to confirmed " "purchase, sales, or manufacturing orders. Only available when there are " "confirmed sales, purchase, or manufacturing orders for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:75 msgid "" ":guilabel:`Published`: display products published on the website. Only " "available with the *Website* app installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:77 msgid "" ":guilabel:`Available in POS`: display products available through the *Point " "of Sale* app." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:78 msgid "" ":guilabel:`Available in Self`: display products available in self order " "through the *Point of Sale* app. Appears in the search because the " ":guilabel:`Available in Self Order` checkbox was ticked in the " ":guilabel:`Point of Sale` section of a product form's :guilabel:`Sales` tab." " The option is only available when the :guilabel:`Available in POS` checkbox" " is ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:0 msgid "" "In the Sales tab of a product form, showing *Available in Self Order* " "setting." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:87 msgid "" ":guilabel:`Not available in Self`: display products available in *PoS*, but " "not available in self order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:91 msgid "`Configure PoS products `_" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:93 msgid "" ":guilabel:`Can be Sold`: display products that can be sold to customers. " "Appears in the search because the :guilabel:`Can be Sold` checkbox is ticked" " on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:95 msgid "" ":guilabel:`Can be Purchased`: display products that can be bought from " "vendors. Appears in the search because the :guilabel:`Can be Purchased` " "checkbox is ticked on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:97 msgid "" ":guilabel:`Can be Recurring`: show subscription products, indicated by " "ticking the :guilabel:`Recurring` checkbox on the product form. Only " "available with the *Subscription* app activated." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:100 msgid "" ":guilabel:`Can be Rented`: show products that can be loaned to customers for" " a certain time. Appears in the search because the :guilabel:`Can be Rented`" " checkbox was ticked on the product form. Only available with the *Rental* " "app installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:103 msgid "" ":guilabel:`Can be Subcontracted`: display products that can be produced by a" " third-party manufacturer. Available only with the *Manufacturing* app " "installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:105 msgid "" ":guilabel:`Can be Expensed`: show items that can be expensed. Only available" " with the *Expenses* app installed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:109 msgid ":doc:`../../product_management/configure/type`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:113 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search results." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:116 msgid "" ":guilabel:`Product Type`: group items by :doc:`product type " "<../../product_management/configure/type>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:118 msgid "" ":guilabel:`Product Category`: group items by product category. To configure " "these, go to :menuselection:`Inventory app --> Configuration --> Products: " "Product Categories`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:120 msgid "" ":guilabel:`POS Product Category`: group items by :doc:`point of sale product" " categories <../../../../sales/point_of_sale/configuration>`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:125 msgid "" "To save the current applied filters and groupbys, so the same information " "can be easily accessed after closing this page, click :guilabel:`Save " "current search`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:128 msgid "" "Optionally, tick the :guilabel:`Default filter` checkbox to make this " "current view the default filter when opening the stock report. Or tick the " ":guilabel:`Shared` checkbox to make the search option available to other " "users." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance.rst:8 msgid "Maintenance" msgstr "Maintenance" #: ../../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/add_new_equipment.rst:3 msgid "Add new equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/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/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/add_new_equipment.rst:18 msgid ":guilabel:`Equipment Name`: the product name of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/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/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/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/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/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/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/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/add_new_equipment.rst-1 msgid "An example of a fully configured new equipment form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:46 msgid "Include additional product information" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:48 msgid "" "The :guilabel:`Product Information` tab at the bottom of the page can be " "used to provide further details about the piece of equipment:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:51 msgid ":guilabel:`Vendor`: the vendor that the equipment was purchased from" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:52 msgid "" ":guilabel:`Vendor Reference`: the reference code assigned to the vendor" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:53 msgid ":guilabel:`Model`: the specific model of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:54 msgid ":guilabel:`Serial Number`: the unique serial number of the equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/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/add_new_equipment.rst:57 msgid ":guilabel:`Cost`: the amount the equipment was purchased for" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/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/add_new_equipment.rst-1 msgid "The product information tab for the new piece of equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:65 msgid "Add maintenance details" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:67 msgid "" "The :guilabel:`Maintenance` tab at the bottom of the page provides " "information about the failure frequency of the piece of equipment:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:70 msgid "" ":guilabel:`Expected Mean Time Between Failure`: the average number of days " "the equipment is expected to operate between failures. This number can be " "configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:72 msgid "" ":guilabel:`Mean Time Between Failure`: the average number of days the " "equipment operates between failures. This number is calculated automatically" " based on previous failures, and cannot be configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:75 msgid "" ":guilabel:`Estimated Next Failure`: the estimated date the equipment may " "experience its next failure. This date is calculated automatically based on " "the data in the :guilabel:`Mean Time Between Failure` and :guilabel:`Latest " "Failure` fields, and cannot be configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:79 msgid "" ":guilabel:`Latest Failure`: the most recent date on which the equipment " "failed. This date is based on the creation date of the equipment's most " "recent maintenance request, and cannot be configured manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:82 msgid "" ":guilabel:`Mean Time To Repair`: the average number of days needed to repair" " the equipment. This number is calculated automatically based on the " "duration of previous maintenance requests, and cannot be configured " "manually." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst-1 msgid "The maintenance tab for a piece of equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/add_new_equipment.rst:91 msgid "" "To see any open maintenance requests for a piece of equipment, go to the " "page for the equipment, and click the :guilabel:`Maintenance` smart button " "at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:3 msgid "Maintenance calendar" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:7 msgid "" "Avoiding equipment breakdowns, and blocks in warehouse work centers, " "requires constant equipment maintenance. Timely corrective maintenance for " "machines and tools that break unexpectedly, as well as preventive " "maintenance to ensure that such issues are avoided, are key to keeping " "warehouse operations running smoothly." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:12 msgid "" "In Odoo *Maintenance*, users can access the *Maintenance Calendar* to " "create, schedule, and edit both corrective and preventive maintenance " "requests, to stay on top of equipment and work centers." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:16 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:16 msgid "Create maintenance request" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:18 msgid "" "Maintenance requests can be created directly from the *Maintenance " "Calendar*. To access the calendar, navigate to :menuselection:`Maintenance " "app --> Maintenance --> Maintenance Calendar`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:21 msgid "" "To create a new request, click anywhere on the calendar. Doing so opens a " ":guilabel:`New Event` pop-up window. In the :guilabel:`Name:` field, assign " "a title to the new request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "New event creation pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:28 msgid "" "Clicking :guilabel:`Create` on the pop-up window saves the new request with " "no additional details. If the request's creation should be cancelled, click " ":guilabel:`Cancel`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:31 msgid "" "To add more details and schedule the request for a specific date and time, " "click :guilabel:`Edit`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:33 msgid "" "Clicking :guilabel:`Edit` opens a blank maintenance request form, where " "various details about the request can be filled out." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:37 msgid "Edit maintenance request" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:39 msgid "" "In the :guilabel:`Request` field, assign a title to the new request. In the " ":guilabel:`Created By` field, from the drop-down menu, select which user the" " request was created by. By default, this field populates with the user " "actually creating the request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "New maintenance request form creation." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:47 msgid "" "In the :guilabel:`For` field, from the drop-down menu, select if this " "request is being created for a piece of :guilabel:`Equipment`, or a " ":guilabel:`Work Center`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:51 msgid "" "If :guilabel:`Work Center` is selected in the :guilabel:`For` field's drop-" "down menu, two additional fields appear on the form: :guilabel:`Work Center`" " and :guilabel:`Block Workcenter`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:54 msgid "" "In the :guilabel:`Work Center` field, select which work center in the " "warehouse this maintenance request applies to." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:57 msgid "" "If the :guilabel:`Block Workcenter` option's checkbox is ticked, it is not " "possible to plan work orders, or other maintenance requests, in this work " "center during the time that this request is being performed." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:61 msgid "" "If :guilabel:`Equipment` is selected in the :guilabel:`For` field, which it " "is by default, select which machine or tool requires maintenance from the " ":guilabel:`Equipment` field. Once a specific piece of equipment is selected," " a greyed-out :guilabel:`Category` field appears, listing the *Equipment " "Category* to which the equipment belongs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:66 msgid "" "In the :guilabel:`Worksheet Template` field, if necessary, click the drop-" "down menu to select a worksheet template. These templates are custom " "templates that can be filled out by the employee performing the maintenance." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:70 msgid "" "Under the :guilabel:`Category` field, the :guilabel:`Request Date` field " "displays the date requested for the maintenance to happen." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:73 msgid "" "The :guilabel:`Maintenance Type` field provides two selectable radio button " "options: :guilabel:`Corrective` and :guilabel:`Preventive`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:76 msgid "" ":guilabel:`Corrective` maintenance is for requests that arise for immediate " "needs, such as broken equipment, while :guilabel:`Preventive` maintenance is" " for planned requests, to avoid breakdowns in the future." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:80 msgid "" "If this request is tied to a specific |MO|, select that |MO| from the " ":guilabel:`Manufacturing Order` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:83 msgid "" "From the drop-down menu for the :guilabel:`Team` field, select the desired " "maintenance team who will perform the maintenance. In the " ":guilabel:`Responsible` field, select the technician responsible for the " "request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Filled-out details of maintenance request form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:91 msgid "" "In the :guilabel:`Scheduled Date` field, click the date to open a calendar " "popover. From this popover, select the planned date of the maintenance, and " "click :guilabel:`Apply` to save the date." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:94 msgid "" "In the :guilabel:`Duration` field, enter the the amount of hours (in a " "`00:00` format) that the maintenance is planned to take." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:97 msgid "" "In the :guilabel:`Priority` field, choose a priority between one and three " ":guilabel:`⭐⭐⭐ (stars)`. This indicates the importance of the maintenance " "request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:100 msgid "" "If working in a multi-company environment, from the drop-down menu in the " ":guilabel:`Company` field, select the company to which this maintenance " "request belongs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:103 msgid "" "At the bottom of the form, there are two tabs: :guilabel:`Notes` and " ":guilabel:`Instructions`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:105 msgid "" "In the :guilabel:`Notes` tab, type out any internal notes for the team or " "technician assigned to the request, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:108 msgid "" "In the :guilabel:`Instructions` tab, if necessary, select one of the three " "radio button options to provide maintenance instructions to the assigned " "team or technician. The available methods for providing instructions are via" " :guilabel:`PDF`, :guilabel:`Google Slide`, or :guilabel:`Text`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Instructions tab options on maintenance request form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:117 msgid "Calendar elements" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:119 msgid "" "The *Maintenance Calendar* provides various views, search functions, and " "filters to help keep track of the progress of ongoing and planned " "maintenance requests." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:122 msgid "" "The following sections describe elements found across various views of the " "calendar." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:125 msgid "Filters and Favorites" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:127 msgid "" "To access the maintenance calendar, navigate to :menuselection:`Maintenance " "app --> Maintenance --> Maintenance Calendar`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:130 msgid "" "To add and remove filters for sorting data on the *Maintenance Calendar*, " "click the :guilabel:`🔻 (triangle pointed down)` icon, to the right of the " "search bar at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:133 msgid "" "The left-hand side of the resulting drop-down menu lists all the different " ":guilabel:`Filters` users can select. By default, :guilabel:`To Do` and " ":guilabel:`Active` are selected, so all open requests are displayed." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:138 msgid "" "To add a custom filter to the :guilabel:`Maintenance Calendar`, click " ":guilabel:`Add Custom Filter`, under the :guilabel:`Filters` section of the " "drop-down menu. This opens an :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:142 msgid "" "From this pop-up window, configure the properties of the new rule for the " "filter. Once ready, click :guilabel:`Add`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:145 msgid "" "The right-hand side of the drop-down menu lists the :guilabel:`Favorites`, " "or any searches that have been saved as a favorite to be revisited at a " "later date." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Favorites section of filters drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:152 msgid "" "To save a new :guilabel:`Favorite` search, select the desired " ":guilabel:`Filters`. Then, click :guilabel:`Save current search`. In the " "field directly below :guilabel:`Save current search`, assign a name to the " "search." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:156 msgid "" "Under the assigned name, there are two options, to save the current search " "either as the :guilabel:`Default filter`, or as a :guilabel:`Shared` filter." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:159 msgid "" "Selecting :guilabel:`Default filter` sets this filter as the default when " "opening this calendar view." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:162 msgid "" "Selecting the :guilabel:`Shared` filter makes this filter available to other" " users." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:164 msgid "" "Once ready, click :guilabel:`Save`. When clicked, the new " ":guilabel:`Favorite` filter appears in the :guilabel:`Favorites` column, and" " a :guilabel:`⭐ (gold star)` icon appears with the filter's name in the " "search bar." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:169 msgid "Views" msgstr "Tampilan" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:171 msgid "" "The :guilabel:`Maintenance Calendar` is available in six different views: " ":guilabel:`Calendar` (default), :guilabel:`Kanban`, :guilabel:`List`, " ":guilabel:`Pivot`, :guilabel:`Graph`, and :guilabel:`Activity`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Different view type icons for maintenance calendar." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:180 msgid "Calendar view" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:182 msgid "" ":guilabel:`Calendar` is the default view displayed when the " ":guilabel:`Maintenance Calendar` is opened. There are a number of options in" " this view type for sorting and grouping information about maintenance " "requests." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:186 msgid "" "In the top-left corner of the page, there is a drop-down menu set to " ":guilabel:`Week`, by default. Clicking that drop-down menu reveals the " "different periods of time, in which the calendar can be viewed: " ":guilabel:`Day`, :guilabel:`Month`, and :guilabel:`Year`. There is also an " "option to :guilabel:`Show weekends`, selected by default. If unselected, " "weekends are not shown on the calendar." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Calendar period drop-down menu options." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:196 msgid "" "To the left of this menu, there is a :guilabel:`⬅️ (left arrow)` icon and a " ":guilabel:`➡️ (right arrow)` icon. Clicking these arrows moves the calendar " "backward or forward in time, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:199 msgid "" "To the right of the drop-down menu set to :guilabel:`Week`, by default, is a" " :guilabel:`Today` button. Clicking this button resets the calendar to view " "today's date, no matter which point in time is being viewed before clicking " "it." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:203 msgid "" "At the far-right side of the page is a sidebar column, containing a " "minimized calendar set to today's date, and a :guilabel:`Technician` list, " "displaying all the *Technicians* with requests currently open. Click the " ":guilabel:`(panel)` icon at the top of this sidebar to open or close the " "sidebar." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:209 msgid "" "The :guilabel:`Technician` list only displays if technicians are assigned to" " open requests, and individual technicians are only listed, if they are " "listed as :guilabel:`Responsible` on at least **one** maintenance request " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:214 msgid "Kanban view" msgstr "Tampilan kanban" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:216 msgid "" "With the :guilabel:`Kanban` view, all open maintenance requests are " "displayed in Kanban-style columns, in their respective stages of the " "maintenance process." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:219 msgid "" "Each maintenance request appears on its own task card, and each task card " "can be dragged-and-dropped to a different stage of the Kanban pipeline." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:222 msgid "" "Each column has a name (i.e. :guilabel:`In Progress`). Hovering at the top " "of a column reveals a :guilabel:`⚙️ (gear)` icon. Clicking the :guilabel:`⚙️" " (gear)` icon reveals a list of options for that column: :guilabel:`Fold`, " ":guilabel:`Edit`, :guilabel:`Automations`, and :guilabel:`Delete`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Column options for stage in Kanban view." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:230 msgid "Clicking :guilabel:`Fold` folds the column to hide its contents." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:232 msgid "" "Clicking :guilabel:`Edit` opens an :guilabel:`Edit: (stage name)` pop-up " "window, with the corresponding stage name, wherein the column's details can " "be edited. The following are the column options that can be edited:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Edit In Progress pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:240 msgid ":guilabel:`Name`: the name of the stage in the Kanban pipeline." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:241 msgid "" ":guilabel:`Folded in Maintenance Pipe`: when checked, this stage's column is" " folded by default in the :guilabel:`Kanban` view type." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:243 msgid "" ":guilabel:`Request Confirmed`: when this box is not ticked, and the " "maintenance request type is set to *Work Center*, no leave is created for " "the respective work center when a maintenance request is created. If the box" " *is* ticked, the work center is automatically blocked for the listed " "duration, either at the specified date, or as soon as possible, if the work " "center is unavailable." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:248 msgid "" ":guilabel:`Sequence`: the order in the maintenance process, in which this " "stage appears." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:249 msgid "" ":guilabel:`Request Done`: if ticked, this box indicates this stage is the " "final step of the maintenance process. Requests moved to this stage are " "closed." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:252 msgid "" "Once ready, click :guilabel:`Save & Close`. If no changes have been made, " "click :guilabel:`Discard`, or click the :guilabel:`X` icon to close the pop-" "up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:256 msgid "List view" msgstr "Tampilan list" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:258 msgid "" "With the :guilabel:`List` view selected, all open maintenance requests are " "displayed in a list, with information about each request listed in its " "respective row." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:261 msgid "" "The columns of information displayed in this view type are the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:263 msgid ":guilabel:`Subjects`: the name assigned to the maintenance request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:264 msgid "" ":guilabel:`Employee`: the employee who originally created the maintenance " "request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:265 msgid "" ":guilabel:`Technician`: the technician responsible for the maintenance " "request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:266 msgid "" ":guilabel:`Category`: the category the equipment being repaired belongs to." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:267 msgid "" ":guilabel:`Stage`: the stage of the maintenance process the request is " "currently in." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:268 msgid "" ":guilabel:`Company`: if in a multi-company environment, the company in the " "database the request is assigned to." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:272 msgid "Pivot view" msgstr "Tampilan pivot" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:274 msgid "" "With the :guilabel:`Pivot` view selected, maintenance requests are displayed" " in a pivot table, and can be customized to show different data metrics." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:277 msgid "" "To add more data to the pivot table, click the :guilabel:`Measures` button " "to reveal a drop-down menu. By default, :guilabel:`Count` is selected. " "Additional options to add to the table are :guilabel:`Additional Leaves to " "Plan Ahead`, :guilabel:`Duration`, and :guilabel:`Repeat Every`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Measures options on Pivot view page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:285 msgid "" "To the right of the :guilabel:`Measures` button is the :guilabel:`Insert in " "Spreadsheet` button. Clicking this button opens a pop-up window titled " ":guilabel:`Select a spreadsheet to insert your pivot.`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:289 msgid "" "There are two tabs in this pop-up window: :guilabel:`Spreadsheets` and " ":guilabel:`Dashboards`. Click into one of these tabs, and select a " "spreadsheet or dashboard in the database to add this pivot table to. Once " "ready, click :guilabel:`Confirm`. If this table shouldn't be added to a " "spreadsheet or dashboard, click :guilabel:`Cancel`, or click the " ":guilabel:`X` icon to close the pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:294 msgid "" "To the right of the :guilabel:`Insert in Spreadsheet` button are three " "buttons:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:296 msgid ":guilabel:`Flip axis`: the x and y axis of the pivot data table flip." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:297 msgid "" ":guilabel:`Expand all`: all the available rows and columns of the pivot data" " table expand fully." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:298 msgid "" ":guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx " "file." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:303 msgid "" "With the graph view selected, the following options appear between the " "search bar and visual representation of the data. These graph-specific " "options are located to the right of the :guilabel:`Measures` and " ":guilabel:`Insert in Spreadsheet` buttons." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Graph type icons on Graph view page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:311 msgid "" "There are three different types of graphs available to users to view the " "data:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:313 msgid ":guilabel:`Bar Chart`: the data is displayed in a bar chart." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:314 msgid ":guilabel:`Line Chart`: the data is displayed in a line chart." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:315 msgid ":guilabel:`Pie Chart`: the data is displayed in a pie chart." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:317 msgid "" "When viewing the data as a :guilabel:`Bar Chart` graph, the data can be " "formatted in the following ways:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:320 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:327 msgid ":guilabel:`Stacked`: the data is stacked on the graph." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:321 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:329 msgid ":guilabel:`Descending`: the data is displayed in descending order." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:322 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:330 msgid ":guilabel:`Ascending`: the data is displayed in ascending order." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:324 msgid "" "When viewing the data as a :guilabel:`Line Chart` graph, the data can be " "formatted in the following ways:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:328 msgid ":guilabel:`Cumulative`: the data is increasingly accumulated." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:332 msgid "" "When viewing the data as a :guilabel:`Pie Chart` graph, all relevant data is" " displayed by default, and no additional formatting options are available." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:336 msgid "Activity view" msgstr "Tampilan kegiatan" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:338 msgid "" "With the :guilabel:`Activity` view selected, all open maintenance requests " "are listed in their own row, with the ability to schedule activities related" " to those requests." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Maintenance requests on Activity view." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:345 msgid "" "Maintenance requests are listed in the :guilabel:`Maintenance Request` " "column as activities. Clicking a request opens a :guilabel:`Maintenance " "Request` popover that indicates the status of the request, and the " "responsible technician. To schedule an activity directly from the popover, " "click :guilabel:`➕ Schedule an activity`. This opens a :guilabel:`Schedule " "Activity` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:350 msgid "" "From the pop-up window, choose the :guilabel:`Activity Type`, provide a " ":guilabel:`Summary`, schedule a :guilabel:`Due Date`, and choose the " "responsible user in the :guilabel:`Assigned to` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Schedule Activity pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:358 msgid "" "Type any additional notes for the new activity in the blank space under the " "greyed-out :guilabel:`Log a note...` field. When clicked, this changes to " ":guilabel:`Type \"/\" for commands`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:361 msgid "" "Once ready, click :guilabel:`Schedule` to schedule the activity. " "Alternatively, click :guilabel:`Schedule & Mark as Done` to close the " "activity, click :guilabel:`Done & Schedule Next` to close the activity and " "open a new one, or click :guilabel:`Cancel` to cancel the activity." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:365 msgid "" "With the :guilabel:`Activity` view selected, each activity type available " "when scheduling an activity is listed as its own column. These columns are " ":guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, " ":guilabel:`Maintenance Request`, :guilabel:`To-Do`, :guilabel:`Upload " "Document`, :guilabel:`Request Signature`, and :guilabel:`Grant Approval`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:370 msgid "" "To schedule an activity with that specific activity type, click into any " "blank box on the corresponding row for the desired maintenance request, and " "click the :guilabel:`➕ (plus)` icon. This opens an :guilabel:`Odoo` pop-up " "window, wherein the activity can be scheduled." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst-1 msgid "Odoo pop-up schedule activity window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:379 msgid ":doc:`maintenance_requests`" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:380 #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:243 msgid ":doc:`add_new_equipment`" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:3 msgid "Maintenance requests" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:7 msgid "" "In order to keep equipment and work centers functioning properly, it is " "often necessary to perform maintenance on them. This can include preventive " "maintenance, intended to prevent equipment from breaking down, or corrective" " maintenance, which is used to fix equipment that is broken or otherwise " "unusable." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:12 msgid "" "In Odoo *Maintenance*, users can create *maintenance requests* to schedule " "and track the progress of equipment and work center maintenance." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:18 msgid "" "To create a new maintenance request, navigate to :menuselection:`Maintenance" " app --> Maintenance --> Maintenance Requests`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:21 msgid "" "Begin filling out the form by entering a descriptive title in the " ":guilabel:`Request` field (e.g., `Drill not working`)." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:24 msgid "" "The :guilabel:`Created By` field auto-populates with the user creating the " "request, but a different user can be selected by clicking on the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:27 msgid "" "In the :guilabel:`For` drop-down menu, select :guilabel:`Equipment` if the " "maintenance request is being created for a piece of equipment, or " ":guilabel:`Work Center` if it is being created for a work center." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:31 msgid "" "Depending on the option selected in the :guilabel:`For` field, the next " "field is titled either :guilabel:`Equipment` or :guilabel:`Work Center`. " "Using the drop-down menu for either field, select a piece of equipment or a " "work center." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:35 msgid "" "If the *Custom Maintenance Worksheets* setting is enabled in the " "*Maintenance* app's settings, a :guilabel:`Worksheet Template` field appears" " below the :guilabel:`Equipment` or :guilabel:`Work Center` field. If " "necessary, use this field to select a worksheet to be filled out by the " "employee performing the maintenance." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:40 msgid "" "The next field is titled :guilabel:`Request Date`, and is set by default to " "the date on which the maintenance request is created. This date cannot be " "changed by the user." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:43 msgid "" "In the :guilabel:`Maintenance Type` field, select the :guilabel:`Corrective`" " option if the request is intended to fix an existing issue, or the " ":guilabel:`Preventive` option if the request is intended to prevent issues " "from occurring in the future." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:47 msgid "" "If the request is being created to address an issue that arose during a " "specific manufacturing order (MO), select it in the :guilabel:`Manufacturing" " Order` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:50 msgid "" "If an |MO| was selected in the :guilabel:`Manufacturing Order` field, a " ":guilabel:`Work Order` field appears below it. If the issue arose during a " "specific work order, specify it in this field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:53 msgid "" "In the :guilabel:`Team` field, select the maintenance team that is " "responsible for managing the request. If a specific team member is " "responsible, select them in the :guilabel:`Responsible` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:56 msgid "" "The :guilabel:`Scheduled Date` field is used to specify the date on which " "maintenance should take place, and the time it should begin. Choose a date " "by clicking on the field to open a calendar in a pop-up window, and then " "select a day on the calendar. Enter an hour and minute in the two fields " "below the calendar, and click :guilabel:`Apply` to save the date and time." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:61 msgid "" "The :guilabel:`Duration` field is used to specify the time it takes to " "complete the maintenance request. Use the text-entry field to enter the time" " in a `00:00` format." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:64 msgid "" "If :guilabel:`Work Center` was selected in the :guilabel:`For` field, a " ":guilabel:`Block Workcenter` checkbox appears below the :guilabel:`Duration`" " field. Enable the checkbox to prevent work orders or other maintenance from" " being scheduled at the specified work center while the maintenance request " "is being processed." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:69 msgid "" "The :guilabel:`Priority` field is used to communicate the importance (or " "urgency) of the maintenance request. Assign the request a priority between " "zero and three :guilabel:`⭐⭐⭐ (stars)`, by clicking on the desired star " "number. Requests assigned a higher priority appear above those with a lower " "priority, on the Kanban board used to track the progression of maintenance " "requests." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:74 msgid "" "In the :guilabel:`Notes` tab at the bottom of the form, enter any relevant " "details about the maintenance request (why the maintenance issue arose, when" " it occurred, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:77 msgid "" "The :guilabel:`Instructions` tab is used to include instructions for how " "maintenance should be performed. Select one of the three options, and then " "include the instructions as detailed below:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:80 msgid "" ":guilabel:`PDF`: click the :guilabel:`Upload your file` button to open the " "device's file manager, and then select a file to upload." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:82 msgid "" ":guilabel:`Google Slide`: enter a :guilabel:`Google Slide link` in the text-" "entry field that appears after the option is selected." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:84 msgid "" ":guilabel:`Text`: enter the instructions in the text-entry field that " "appears after the option is selected." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst-1 msgid "A maintenance request form filled out for a piece of equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:92 msgid "Process maintenance request" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:94 msgid "" "Once a maintenance request has been created, it appears in the *New Request*" " stage of the *Maintenance Requests* page, which can be accessed by " "navigating to :menuselection:`Maintenance app --> Maintenance --> " "Maintenance Requests`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:98 msgid "" "Maintenance requests can be moved to different stages by dragging and " "dropping them. They can also be moved by clicking on a request to open it in" " a new page, and then selecting the desired stage from the stage indicator " "bar, located above the top-right corner of the request's form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:102 msgid "" "Successful maintenance requests should be moved to the :guilabel:`Repaired` " "stage, indicating that the specified piece of equipment or work center is " "repaired." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_requests.rst:105 msgid "" "Failed maintenance requests should be moved to the :guilabel:`Scrap` stage, " "indicating the specified piece of equipment, or work center, could not be " "repaired, and must instead be scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:3 msgid "Maintenance setup" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:8 msgid "" "Odoo *Maintenance* helps companies schedule corrective and preventive " "maintenance on equipment used in their warehouse. This helps companies avoid" " equipment breakdowns, blocks in warehouse work centers, and emergency " "repair costs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:13 msgid "Maintenance teams" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:15 msgid "" "When creating maintenance requests, a *maintenance team* can be assigned to " "the request as the team responsible for handling the request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:18 msgid "" "To view existing maintenance teams, navigate to :menuselection:`Maintenance " "app --> Configuration --> Maintenance Teams`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:21 msgid "" "From the resulting :guilabel:`Teams` page, a list of all existing teams (if " "any) is displayed, with the :guilabel:`Team Name`, :guilabel:`Team Members`," " and :guilabel:`Company` listed in the columns, by default." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "List of Teams on Maintenance Teams page." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:29 msgid "" "To add a new team, click :guilabel:`New`. This adds a blank line at the " "bottom of the list of teams. In the blank field that appears below the " ":guilabel:`Team Name` column, assign a name to the new maintenance team." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:33 msgid "" "In the :guilabel:`Team Members` column, click the field to reveal a drop-" "down menu with existing users in the database. Choose which users should be " "members of the new maintenance team." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:36 msgid "" "Click :guilabel:`Search More...` to open a :guilabel:`Search: Team Members` " "pop-up window to search for users **not** shown on the initial drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Search: Team Members pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:43 msgid "" "In the :guilabel:`Company` column, if in a multi-company environment, click " "the drop-down menu to select the company in the database to which this new " "maintenance team belongs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:46 #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:88 msgid "Once ready, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:49 msgid "" "The team members assigned to maintenance teams are also referred to as " "*Technicians*, when viewing the *Maintenance Calendar*." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:52 msgid "" "Navigate to :menuselection:`Maintenance app --> Maintenance --> Maintenance " "Calendar`, and click on an existing maintenance request. From the resulting " "popover, locate the :guilabel:`Technician` field. The name listed in the " "field is the team member, and is the user responsible for that particular " "request." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Maintenance request popover with Technician field shown." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:61 msgid "" "At the far-right side of the page is a sidebar column, containing a " "minimized calendar set to today's date, and a :guilabel:`Technician` list, " "displaying all the technicians (or team members) with requests currently " "open." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:66 msgid "Equipment" msgstr "Peralatan" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:68 msgid "" "In Odoo *Maintenance*, *equipment* refers to machines and tools used " "internally in warehouse work centers. Equipment can include technology such " "as computers or tablets, power tools, machines used for manufacturing, and " "more." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:73 msgid "Equipment categories" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:75 msgid "" "Each piece of equipment belongs to an *equipment category*. Before adding " "new equipment, make sure that a fitting equipment category is created." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:78 msgid "" "To create a new equipment category, navigate to :menuselection:`Maintenance " "app --> Configuration --> Equipment Categories`, and click :guilabel:`New`. " "Doing so opens a blank equipment category form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Equipment category form with various information filled out." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:86 msgid "" "On the blank form, assign a name in the :guilabel:`Category Name` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:88 msgid "" "In the :guilabel:`Responsible` field, assign a user to be responsible for " "the equipment in this category, if necessary. By default, the user who " "creates the category is selected as :guilabel:`Responsible`, by default." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:92 msgid "" "If in a multi-company environment, click the drop-down menu in the " ":guilabel:`Company` field, and select the company in the database to whom " "the equipment in this category belongs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:95 msgid "" "In the :guilabel:`Email Alias` field, assign an email alias to this " "category, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:97 msgid "" "In the :guilabel:`Comments` field, type any comments or notes for internal " "users to reference in relation to this category, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:101 msgid "" "Once a new equipment category is created, all equipment belonging to that " "category, as well as any past or currently open maintenance requests, are " "available from the equipment category form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:104 msgid "" "Navigate to :menuselection:`Maintenance app --> Configuration --> Equipment " "Categories`, and select a category to view. Locate the :guilabel:`Equipment`" " and :guilabel:`Maintenance` smart buttons at the top of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Equipment and Maintenance smart buttons on equipment category form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:112 msgid "" "Click the :guilabel:`Equipment` smart button to view all equipment belonging" " to this category. Click the :guilabel:`Maintenance` smart button to view " "any past, or currently open, maintenance requests." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:117 msgid "Machines & tools" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:119 msgid "" "To add new equipment, navigate to :menuselection:`Maintenance app --> " "Equipment --> Machines & Tools`, and click :guilabel:`New`. This opens a " "blank equipment form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:122 msgid "" "In the :guilabel:`Name` field, assign a name for the new equipment. In the " ":guilabel:`Equipment Category` field, click the drop-down menu and select " "which category this new equipment should belong to." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:126 msgid "" "If in a multi-company environment, click the drop-down menu in the " ":guilabel:`Company` field, and select the company in the database to whom " "the new equipment belongs." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:129 msgid "" "In the :guilabel:`Used By` field, select from one of three radio button " "options: :guilabel:`Department`, :guilabel:`Employee`, or :guilabel:`Other`." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Left-hand side of information fields on new equipment form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:136 msgid "" "If :guilabel:`Department` is selected, a :guilabel:`Department` field " "appears below the :guilabel:`Used By` field. Click the drop-down menu and " "select the department that uses this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:140 msgid "" "If :guilabel:`Employee` is selected, an :guilabel:`Employee` field appears " "below the :guilabel:`Used By` field. Click the drop-down menu, and select " "the employee who uses this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:143 msgid "" "If the :guilabel:`Other` option is selected, both the :guilabel:`Department`" " and :guilabel:`Employee` fields appear below the :guilabel:`Used By` field." " Click the drop-down menus for the respective fields, and choose which " "department and employee uses this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:147 msgid "" "In the :guilabel:`Maintenance Team` field, select the team responsible for " "this equipment. In the :guilabel:`Technician` field, select the team " "member/user responsible for this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Right-hand side of information fields on new equipment form." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:154 msgid "" "In the :guilabel:`Used in location` field, enter the location wherein this " "equipment will be used, if not in an internal work center (e.g. in an " "office)." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:157 msgid "" "In the :guilabel:`Work Center` field, click the drop-down menu, and select " "which work center this equipment will be used in." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:160 msgid "" "In the blank space under the :guilabel:`Description` tab at the bottom of " "the form, add any relevant information describing the equipment for users to" " reference." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:164 msgid "Product Information tab" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:166 msgid "" "To add any relevant information while creating a new piece of equipment, " "from the equipment form, click the :guilabel:`Product Information` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Product Information tab with available fields below it." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:173 msgid "" "In the :guilabel:`Vendor` field, add the vendor from which the equipment was" " purchased. In the :guilabel:`Vendor Reference` field, add the product " "reference number obtained from the vendor, if applicable." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:177 msgid "" "In the :guilabel:`Model` field, specify which model this equipment is, if " "applicable. If the equipment is serialized, add a serial number in the " ":guilabel:`Serial Number` field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:180 msgid "" "In the :guilabel:`Effective Date` field, click the date to reveal a calendar" " popover, and select a date. This date indicates when this equipment was " "first put in use, and will be used to compute the Mean Time Between Failure " "(MTBF) in the equipment's :guilabel:`Maintenance` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:184 msgid "" "In the :guilabel:`Cost` field, specify how much the equipment cost to " "acquire, if applicable." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:186 msgid "" "If the equipment is covered under a warranty, specify the " ":guilabel:`Warranty Expiration Date` by selecting a date from the calendar " "popover in that field." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:190 msgid "Maintenance tab" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:192 msgid "" "Various maintenance metrics are available for each piece of equipment, and " "are automatically computed, based on corrective maintenance, and planned " "preventive maintenance." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:195 msgid "" "To view the maintenance metrics for a specific piece of equipment, from the " "equipment form, click the :guilabel:`Maintenance` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "Maintenance tab on equipment form showing computed metrics fields." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:202 msgid "Doing so reveals the following fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:204 msgid "" ":guilabel:`Expected Mean Time Between Failure`: the amount of time (in days)" " before the next failure is expected. This is the **only** field not greyed-" "out, and the **only** field users can edit." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:207 msgid "" ":guilabel:`Mean Time Between Failure`: the amount of time (in days) between " "reported failures. This value is computed based on completed corrective " "maintenances." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:209 msgid "" ":guilabel:`Estimated Next Failure`: the date on which the next failure is " "expected. This date is computed as the Latest Failure Date + |MTBF|." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:211 msgid "" ":guilabel:`Latest Failure`: The date of the latest failure. The value in " "this field updates once a failure is reported for this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:213 msgid "" ":guilabel:`Mean Time To Repair`: the amount of time (in days) it takes to " "repair this equipment upon failure. This value updates once a maintenance " "request is completed for this equipment." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:217 msgid "Work centers" msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:219 msgid "" "To view the work centers where equipment is being used, and how the " "equipment is being used in them, navigate to :menuselection:`Maintenance app" " --> Equipment --> Work Centers`, and click into a work center." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:223 msgid "" "From the resulting work center form, click the :guilabel:`Equipment` tab to " "view all machines and tools being used in that specific work center." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:226 msgid "" "Each piece of equipment is listed with certain relevant information: the " ":guilabel:`Equipment Name`, the responsible :guilabel:`Technician`, the " ":guilabel:`Equipment Category` it belongs to, and a few important " "maintenance metrics: its |MTBF|, |MTTR|, and :guilabel:`Est. Next Failure` " "date." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst-1 msgid "List of equipment included in a work center." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:235 msgid "" "To add new equipment to a work center directly from the work center form, " "click :guilabel:`Add a line` under the :guilabel:`Equipment` tab. This opens" " an :guilabel:`Add: Maintenance Equipment` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:239 msgid "" "From the pop-up window, select the equipment that should be added to the " "work center, and click :guilabel:`Select`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:9 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:14 msgid "`Odoo Tutorials: MRP `_" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:15 msgid "" "`Odoo Tutorials: Barcode Scanner `_" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing.rst:16 msgid ":doc:`IoT Boxes (MES) `" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration.rst:5 msgid "Advanced configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:3 msgid "Use kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/kit_shipping.rst:14 msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/kit_shipping.rst:41 msgid "Set up the kit BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/kit_shipping.rst-1 msgid "Kit selection on the bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/kit_shipping.rst:68 msgid "Use kits to manage complex BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/kit_shipping.rst-1 msgid "Kit as a component in a multilevel bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:95 msgid "Structure & cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/kit_shipping.rst-1 msgid "Expanded kit in the Structure and Cost report." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst:3 msgid "Managing BoMs for product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:10 msgid "Activate product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst-1 msgid "Selecting \"Variants\" from Inventory app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.rst:25 msgid "Create custom product attributes" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst:0 msgid "Product variant attribute configuration screen." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:58 msgid "Add product variants on the product form" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst:72 msgid "Once finished, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.rst-1 msgid "Product form variants tab with values and attributes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:84 msgid "Apply BoM components to product variants" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst-1 msgid "\"Apply on Variants\" option on the additional options menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst:129 msgid "Sell and manufacture variants of BoM products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:135 msgid "Sell variant of BoM product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst-1 msgid "Configure a product pop-up for choosing variant attributes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:156 msgid "Once ready, click :guilabel:`Confirm` to close the pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/product_variants.rst:162 msgid "Manufacture variant of BoM product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/product_variants.rst-1 msgid "Manufacturing order for variant of BoM product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/sub_assemblies.rst:3 msgid "Manage semi-finished products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/sub_assemblies.rst:12 msgid "Configure semi-finished products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/sub_assemblies.rst:19 msgid ":doc:`../basic_setup/bill_configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst-1 msgid "A bill of materials for a semi-finished product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst:26 msgid "Create the top-level bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/sub_assemblies.rst:42 msgid "Manage production planning" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/sub_assemblies.rst:59 #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:28 msgid ":doc:`../../purchase/products/reordering`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/sub_assemblies.rst-1 msgid "A manufacturing order for a top-level product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:3 msgid "Manage work orders using work centers" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst:17 msgid "Create a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst:26 msgid ":guilabel:`Code`: assign the work center a reference code" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/using_work_centers.rst:28 msgid "" ":guilabel:`Company`: select the company that the work center belongs to" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst-1 msgid "An example of a fully configured work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:37 msgid "Set standards for work center productivity" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst:45 msgid "" ":guilabel:`Capacity`: the number of products that can be processed at the " "work center simultaneously" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:47 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:48 msgid "" ":guilabel:`Time before prod.`: setup time required before work can commence" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst-1 msgid "The general information tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:58 msgid "Assign equipment to a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/using_work_centers.rst:63 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:64 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:65 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst-1 msgid "The equipment tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/using_work_centers.rst:83 msgid "Integrate IoT devices" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/using_work_centers.rst:88 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:89 msgid ":guilabel:`Key`: the security key for the device" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:90 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst-1 msgid "The IoT Triggers tab of the work center form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:97 msgid "Use case: configure an alternative work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst-1 msgid "" "Click the plan button to automatically select an available work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/using_work_centers.rst-1 msgid "The alternative work center is automatically selected." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers.rst:125 msgid "Monitor work center performance" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/using_work_centers.rst:133 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst:3 msgid "Work order dependencies" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst:24 msgid "Add dependencies to BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst:30 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:94 msgid "Learn more" msgstr "Ketahui lebih lanjut" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:32 msgid "" "For a complete guide on how to properly configure a new |BOM|, see the " "documentation on :doc:`creating a bill of materials " "<../basic_setup/bill_configuration>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst-1 msgid "The Operation Dependencies checkbox on the Miscellaneous tab of a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst-1 msgid "The settings for the Operations tab on a BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst:60 msgid "Finally, save the |BOM| by clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/work_order_dependencies.rst:63 msgid "Plan work orders using dependencies" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst-1 msgid "The status tags for work orders on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/advanced_configuration/work_order_dependencies.rst:106 msgid "Planning by workcenter" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/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/advanced_configuration/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/advanced_configuration/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/basic_setup.rst:5 msgid "Basic setup" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:3 msgid "Bill of materials" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:9 msgid "" "A *bill of materials* (or *BoM* for short) documents specific components, " "along with their respective quantities, that are needed to produce or repair" " a product. In Odoo, |BoMs| as blueprints for manufactured goods and kits, " "and often include production operations and step-by-step guidelines, as " "well." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:15 msgid "BoM setup" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:17 msgid "" "To create a |BOM|, go to :menuselection:`Manufacturing app --> Products --> " "Bills of Materials` and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:20 msgid "" "Next, set the :guilabel:`BoM Type` to :guilabel:`Manufacture this Product`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:22 msgid "" "Then, specify :ref:`required components ` and, if necessary, define any :ref:`manufacturing operations " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:26 msgid "" "Individual |BOMs| can also be quickly accessed or created by clicking the " ":guilabel:`Bill of Materials` smart button on any product form, as " "accessible through the *Sales*, *Inventory*, and *Manufacturing* apps, as " "well as through any internal links where a product is referenced (such as in" " a field or a line item)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 msgid "Show BoM for a product, with components listed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:35 msgid "BoM for `Drawer`, displaying the **Components** tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:38 msgid ":doc:`../advanced_configuration/kit_shipping`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:39 msgid ":doc:`../subcontracting/subcontracting_basic`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:44 msgid "Components" msgstr "Komponen" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:46 msgid "" "In the :guilabel:`Components` tab of a |BOM|, specify components used to " "manufacture the product by clicking :guilabel:`Add a line`. From the " ":guilabel:`Components` drop-down menu, select from existing products or " "create a new product by typing the name and selecting either the " ":guilabel:`Create \" \"` option to quickly add the line item, or the " ":guilabel:`Create and edit...` option to add the component and continue to " "its configuration form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Add a component by selecting it from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:56 msgid "" "Optionally, access additional fields by clicking the :icon:`oi-settings-" "adjust` :guilabel:`(settings adjust)` icon to the far-right of the " ":guilabel:`Components` tab. Tick the checkboxes for the following features " "to enable these columns:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:60 msgid "" ":guilabel:`Apply on Variants`: specify which :doc:`product variant " "<../advanced_configuration/product_variants>` each component is used in. " "When the field is left blank, the component is used in all product variants." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:66 msgid "" ":guilabel:`Consumed in Operation`: specify the operation using the " "component. Useful for determining :ref:`manufacturing readiness " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:68 msgid "" ":guilabel:`Manual Consumption`: tick the checkbox to force operators to " "check the :guilabel:`Consumed` checkbox on a manufacturing order (MO)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show a manufacturing order, highlighting the *Consumed* field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:75 msgid "" "Not doing so triggers the :guilabel:`Consumption Warning` error message, " "where the consumed component quantity must be manually inputted. Otherwise, " "the operation cannot be completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show the consumption warning error message." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:85 msgid "Operations" msgstr "Operasi" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:87 msgid "" "Add an *operation* to a |BOM| to specify instructions for production and " "register time spent on an operation. To use this feature, first enable the " "*Work Orders* feature by going to :menuselection:`Manufacturing app --> " "Configuration --> Settings`. In the :guilabel:`Operations` section, tick the" " :guilabel:`Work Orders` checkbox to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:93 msgid ":doc:`../advanced_configuration/work_order_dependencies`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "\"Work Orders\" feature in the Settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:99 msgid "" "Next, navigate to the |BOM| by going to :menuselection:`Manufacturing app " "--> Products --> Bill of Materials` and selecting the desired |BOM|. To add " "a new operation, go to the :guilabel:`Operations` tab, and click " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:103 msgid "" "Doing so opens the :guilabel:`Create Operations` pop-up window, where the " "various fields of the operation are configured:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:106 msgid ":guilabel:`Operation`: name of the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:107 msgid "" ":guilabel:`Work Center`: select existing locations to perform the operation," " or create a new work center by typing the name and selecting the " ":guilabel:`Create \" \"` option." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:109 msgid "" ":guilabel:`Apply on Variants`: specify if this operation is only available " "for certain product variants. If the operation applies to all product " "variants, leave this field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:113 msgid "" ":doc:`Configuring BoMs for product variants " "<../advanced_configuration/product_variants>`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:115 msgid "" ":guilabel:`Duration Computation`: choose how time spent on the operation is " "tracked. Opt for :guilabel:`Compute based on tracked time` to use the " "operation's time tracker or :guilabel:`Set duration manually` if operators " "can record and modify time themselves." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:119 msgid "" "Choosing the :guilabel:`Compute based on tracked time` option enables the " ":guilabel:`Based on last __ work orders` option, which automatically " "estimates the time to complete this operation based on the last few " "operations. Choosing :guilabel:`Set duration manually` enables the " ":guilabel:`Default Duration` field instead." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:123 msgid "" ":guilabel:`Default Duration`: estimated amount of time to complete the " "operation; used for `planning manufacturing orders " "`_ and determining `work center" " availability `_." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:126 msgid ":guilabel:`Company`: specify the company the |BOM| is available in." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:128 msgid "" "Include operation details in the :guilabel:`Work Sheet` tab. Choose " ":guilabel:`PDF` to attach a file or :guilabel:`Google Slide` with *public* " "access to share a link. Select :guilabel:`Text` to type instructions in the " ":guilabel:`Description` text field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:133 msgid "" "Type `/` for a list of formatting options and features, including ChatGPT." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show ChatGPT feature to generate instructions for a work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Fill out the Create Operations pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:143 msgid "" "Finally, click :guilabel:`Save \\& Close` to close the pop-up window. To add" " more operations, click :guilabel:`Save & New` and repeat the same steps " "above to configure another operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:147 msgid "" "Each operation is unique, as it is always exclusively linked to one |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:150 msgid "" "After creating an operation, click the :guilabel:`Copy Existing Operations` " "button to choose an operation to duplicate." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show Operation tab, highlighting the \"Copy Existing Operations\" field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:158 msgid "Instructions" msgstr "Instruksi" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:161 msgid "" "To add detailed instructions to operations, the *Quality* app must be " "installed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:163 msgid "" "Add specific instructions to an existing operation by clicking the " "operation's :icon:`fa-list-ul` :guilabel:`(list)` icon in the " ":guilabel:`Instructions` column. The number in the :guilabel:`Instructions` " "column shows the number of existing detailed instructions there are for the " "operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the Instructions column, and list icon." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:172 msgid "" "On the :guilabel:`Steps` dashboard, click :guilabel:`New` to open a blank " "quality control point form where the new manufacturing step can be created. " "Here, give the specific instruction a :guilabel:`Title` and set the " ":guilabel:`Type` to :guilabel:`Instructions`. In the " ":guilabel:`Instructions` tab of the form, write out the directions for the " "step in the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:178 msgid "" "Further customizations can be made here on this form, beyond ordinary " "instructions, to also include specific types of quality control points that " "carry specific (or complex) conditions. For more details about quality " "control points refer the :doc:`Instruction check " "<../../quality/quality_check_types/instructions_check>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the page to add a quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:188 msgid "Miscellaneous" msgstr "Lain-lain" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:190 msgid "" "The :guilabel:`Miscellaneous` tab contains more |BoM| configurations to " "customize procurement, calculate costs, and define how components are " "consumed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:195 msgid "" ":guilabel:`Manufacturing Readiness`: choosing :guilabel:`When components for" " the 1st operation are available` shows the :guilabel:`Component Status` as " "a **green** :guilabel:`Not Available`, when only the components that are " "consumed in the first operation are in stock. This indicates that although " "not all components are available, operators can at least begin with the " "first operation. Choosing :guilabel:`When all components are available` " "displays a **red** :guilabel:`Not Available` component status unless all " "components are in available." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:203 msgid "" "Specify which operation consumes each component on the |BoM| in the " ":ref:`Manual Consumption field `." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "" "Show the *Component Status* field on the manufacturing order dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:210 msgid "" ":guilabel:`Version`: displays the current |BoM| version, visible with the " "Odoo *PLM* app installed for managing |BoM| changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:212 msgid "" ":guilabel:`Flexible Consumption`: specifies if components used can deviate " "from the quantity defined on the |BoM|. Choose :guilabel:`Blocked` if " "operators **must** adhere strictly to the |BoM| quantity. Otherwise, choose " ":guilabel:`Allowed` or :guilabel:`Allowed with Warning`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:215 msgid "" ":guilabel:`Routing`: select the preferred warehouse's manufacturing " "operation type for products produced in multiple warehouses. If left blank, " "this warehouse's `Manufacturing` operation type is used by default." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:218 msgid "" ":guilabel:`Analytic Distribution`: select pre-created :doc:`analytic " "distribution models " "<../../../finance/accounting/reporting/analytic_accounting>` from the list " "to automatically record the cost of manufacturing products in the chosen " "journal." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:221 msgid "" ":guilabel:`Manuf Lead Time`: define the number of days needed to complete a " "|MO| from the date of confirmation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:223 msgid "" ":guilabel:`Days to prepare Manufacturing Order`: number of days needed to " "replenish components, or manufacture sub-assemblies of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:227 msgid "" ":doc:`Analytic distribution " "<../../../finance/accounting/reporting/analytic_accounting>`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:228 msgid "" ":doc:`Lead times " "<../../inventory/warehouses_storage/replenishment/lead_times>`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "Show the *Miscellaneous* tab of the BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:236 msgid "Add by-products to BoMs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:238 msgid "" "A *by-product* is a residual product that is created during production in " "addition to the main product of a |BOM|. Unlike the primary product, there " "can be more than one by-product on a |BOM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:241 msgid "" "To add by-products to a |BOM|, first enable the *By-Products* feature in " ":menuselection:`Manufacturing app --> Configuration --> Settings`. In the " ":guilabel:`Operations` section, tick the checkbox for :guilabel:`By-" "Products` to enable the feature." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst-1 msgid "\"By Products\" feature in the settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:249 msgid "" "Once the feature is enabled, add by-products to a |BOM| by clicking the " ":guilabel:`By-products` tab. Click :guilabel:`Add a line`, and fill in the " ":guilabel:`By-product`, :guilabel:`Quantity`, and :guilabel:`Unit of " "Measure`. Optionally, specify a :guilabel:`Produced in Operation` for the " "by-product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:255 msgid "" "The by-product, `Mush`, is created in the `Grind grapes` operation when " "producing `Red Wine`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:0 msgid "Show sample by-product in the BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:3 msgid "Manufacturing product configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/configure_manufacturing_product.rst:14 msgid "Activate the Manufacture route" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/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/basic_setup/configure_manufacturing_product.rst-1 msgid "The Manufacturing route on the Inventory tab of a product page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:32 msgid "" "The assignment of lots or serial numbers to newly manufactured products is " "optional. To optionally :doc:`assign lots or serial numbers " "<../../inventory/product_management/product_tracking>` to newly manufactured" " products, go to the :guilabel:`Traceability` section in the " ":guilabel:`Inventory` tab. In the :guilabel:`Tracking` field, select " ":guilabel:`By Unique Serial Number` or :guilabel:`By Lots`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:38 msgid "" "Doing so enables the *Lot/Serial Number* field on a manufacturing order, or " "the *Register Production* instruction on a work order card in the *Shop " "Floor* app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:45 msgid "\"Lot/Serial Number\" field on the MO." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:45 msgid "**Lot/Serial Number** field on the MO." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:51 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:51 msgid "" "**Register Production** option to generate lot/serial number on a work order" " card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:54 msgid "Configure a bill of materials (BoM)" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:56 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/basic_setup/configure_manufacturing_product.rst:59 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/basic_setup/configure_manufacturing_product.rst-1 msgid "The Bill of Materials smart button on a product page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:67 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/basic_setup/configure_manufacturing_product.rst:70 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/basic_setup/configure_manufacturing_product.rst-1 msgid "The Components tab on a bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:79 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/basic_setup/configure_manufacturing_product.rst:86 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/basic_setup/configure_manufacturing_product.rst-1 msgid "The Operations tab on a bill of materials." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/configure_manufacturing_product.rst:96 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 :doc:`create a bill of materials `." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:3 msgid "Manufacturing order costs" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:11 msgid "" "The ability to accurately calculate the cost of manufacturing a product is " "critical when determining product profitability. Odoo's **Manufacturing** " "app simplifies this calculation by automatically calculating the cost to " "complete each manufacturing order (MO), as well as the average production " "cost of a product, based on all completed |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:17 msgid "" "Odoo's Manufacturing app distinguishes between the *MO cost* and the *real " "cost* of an |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:19 msgid "" "The |MO| cost represents how much it *should* cost to complete an |MO|, " "based on the configuration of the product's bill of materials (BoM). This " "takes into account the cost and quantity of components, as well as the cost " "of completing the necessary operations." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:23 msgid "" "The real cost represents how much it *actually* costs to complete the |MO|. " "A few factors can cause the real cost to differ from the |MO| cost. For " "example, an operation may take longer to complete than estimated, a greater " "component quantity might be needed than was specified on the |BoM|, or the " "price of components may change during manufacturing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:29 msgid "Cost configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:31 msgid "" "Odoo computes |MO| costs based on the configuration of the |BoM| used to " "manufacture a product. This calculation includes the cost and quantity of " "components and operations listed on the |BoM|, in addition to the operating " "costs of the work centers where those operations are carried out, and the " "amount paid to each employee who works on an operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:37 msgid "Component cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:39 msgid "" "Component cost is calculated automatically, based on the average purchase " "cost of a component across all purchase orders (POs). To view a component's " "cost, navigate to :guilabel:`Inventory app --> Products --> Products`, and " "select a component product. The cost is displayed in the :guilabel:`Cost` " "field of the :guilabel:`General Information` tab, on the component's product" " form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:44 msgid "" "It is possible to set the cost of a component manually, by clicking the " ":guilabel:`Cost` field on the component's product form and entering a value." " However, any future |POs| for the component override a manually entered " "value, resetting the :guilabel:`Cost` field back to an automatically " "computed value." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:52 msgid "Work center cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:54 msgid "" "To set the operating cost for a specific work center, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Work Centers`, and " "select a work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:57 msgid "" "To set the cost of operating the work center for one hour, enter a value in " "the :guilabel:`per workcenter` field, located beside the :guilabel:`Cost per" " hour` section on the work center's :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:61 msgid "" "To set the hourly cost of each employee that operates the work center, enter" " a value in the :guilabel:`per employee` field, located beside the " ":guilabel:`Cost per hour` section on the work center's :guilabel:`General " "Information` tab. For example, if `25.00` is entered in the :guilabel:`per " "employee` field, it costs $25.00 per hour for *each* employee working at the" " work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:68 msgid "" "The value entered in the :guilabel:`per employee` field is only used to " "calculate the |MO| cost, which is the estimated cost of completing the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:71 msgid "" "The actual cost of completing the |MO| is represented by the real cost. " "Instead of using the value entered in the :guilabel:`per employee` field, " "the real cost is calculated using the hourly cost specific to each employee." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:75 msgid "" "For example, if the :guilabel:`per employee` cost of a work center is " "'$50.00', and an employee with an hourly cost of '$60.00' completes a work " "order there, the |MO| cost (estimated) is calculated using the $50/hr cost, " "while the real cost is calculated using the $60/hr cost." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:79 msgid "" "See the :ref:`employee cost section ` " "below for information on how to set the cost for specific employees." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:85 msgid "Employee cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:87 msgid "" "To set the hourly cost for a specific employee, navigate to the " ":menuselection:`Employees` app, and select an employee. On the employee's " "form, select the :guilabel:`Settings` tab, and enter the employee's rate in " "the :guilabel:`Hourly Cost` field of the :guilabel:`Application Settings` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:93 msgid "" "As detailed in the :ref:`work center cost section ` above, the value entered in the :guilabel:`Hourly " "Cost` field on the employee's form is used to calculate the real cost of an " "|MO|. The estimated cost of an |MO|, referred to as the |MO| cost, uses the " "per employee cost set on each work center's form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:99 msgid "|BoM| configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:101 msgid "" "Configuring a |BoM| so Odoo can accurately calculate the cost of |MOs| that " "use it requires two steps. First, components **must** be added, and the " "required quantity specified. Second, operations **must** be added, along " "with the work centers where they are carried out." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:105 msgid "" "Begin by navigating to :menuselection:`Manufacturing app --> Products --> " "Bills of Materials`. Select a |BoM|, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:108 msgid "" "In the :guilabel:`Components` tab of the |BoM| form, add each component by " "clicking :guilabel:`Add a line`, selecting the component from the drop-down " "menu in the :guilabel:`Component` column, and entering the quantity in the " ":guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:112 msgid "" "In the :guilabel:`Operations` tab, add an operation by clicking " ":guilabel:`Add a line` to open the :guilabel:`Create Operations` pop-up " "window. Enter a title for the operation in the :guilabel:`Operation` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:116 msgid "" "Select the :guilabel:`Work Center` where the operation is carried out. Then," " add a :guilabel:`Default Duration`, which is the estimated amount of time " "the operation takes to complete." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:119 msgid "" "By default, the :guilabel:`Duration Computation` field is set to " ":guilabel:`Set duration manually`, which means that the number entered in " ":guilabel:`Default Duration` field is always used as the expected duration " "of the operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:123 msgid "" "Selecting :guilabel:`Compute based on tracked time` causes Odoo to " "automatically compute the :guilabel:`Default Duration` based on a certain " "number of work orders, which is set in the :guilabel:`Based on` field. " "Before there are work orders to compute this duration, the value in the " ":guilabel:`Default Duration` field is used instead." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:128 msgid "" "The hourly cost of operating the work center, and the duration of the " "operation, are used to calculate the operation's cost." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:131 msgid "" "Finally, click :guilabel:`Save & Close` to add the operation to the |BoM|, " "and close the :guilabel:`Create Operations` pop-up window. Alternatively, " "click :guilabel:`Save & New` to add the operation to the |BoM|, and open a " "blank :guilabel:`Create Operations` pop-up window to add another operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:137 msgid "" "For a full overview of |BoM| configuration, see the documentation on " ":doc:`bills of materials `." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:141 msgid "|MO| overview" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:143 msgid "" "Each |MO| has an *overview* page, which lists a variety of information about" " the |MO|, including |MO| cost and real cost. To view the overview for an " "|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " "Manufacturing Orders`, and select an |MO|. Then, click the :icon:`fa-bars` " ":guilabel:`Overview` smart button at the top of the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:148 msgid "" "Both the |MO| cost and real cost take into account the cost and quantity of " "components, as well as the cost of completing each work order. The overview " "page lists a row for each of these values, with the sum of them listed at " "the bottom of the :guilabel:`MO Cost` and :guilabel:`Real Cost` columns." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:152 msgid "" "Before work begins on an |MO|, the :guilabel:`MO Cost` and :guilabel:`Real " "Cost` columns display the same costs. This is the *estimated* cost of " "completing the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:155 msgid "" "However, once work commences, the values in the :guilabel:`Real Cost` column" " may begin to diverge from the values in the :guilabel:`MO Cost` column. " "This happens if a different component quantity is used than was listed on " "the |MO|, the duration of a work order is different than expected, or the " "hourly cost of the employee performing a work order differs from the " "employee cost set on the work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:161 msgid "" "Once the |MO| has been completed by clicking :guilabel:`Produce All`, the " "values in the :guilabel:`MO Cost` column update to match those displayed in " "the :guilabel:`Real Cost` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst-1 msgid "The MO Overview page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:169 msgid "Average manufacturing cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:171 msgid "" "In addition to the cost of each individual |MO| for a product, Odoo also " "tracks the average cost of manufacturing the product, taking into account " "the cost of every completed |MO|. To view this, navigate to " ":menuselection:`Inventory app --> Products --> Products`, and select a " "product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:175 msgid "" "The manufacturing cost of the product is displayed per unit of measure in " "the :guilabel:`Cost` field, located in the :guilabel:`General Information` " "tab. The value continues to update as the costs of additional |MOs| are " "factored into the average cost." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:179 msgid "" "To the right of the :guilabel:`Cost` field is a :guilabel:`Compute Price " "from BoM` button, which only appears for products with at least one |BoM|. " "Click this button to reset the cost of the product to the expected cost, " "which only takes into account the components and operations listed on the " "|BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:186 msgid "" "Be aware that clicking :guilabel:`Compute Price from BoM` does not set the " "price permanently. The cost continues to update based on the average of the " "|BoM| price and the real cost of any future |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:190 msgid "Example workflow: manufacturing cost" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:193 msgid "" "Golf product manufacturer *Fairway Fields* produces a variety of golf " "products, including an indoor *putting green*. They have configured a |BoM| " "for the putting green, so Odoo automatically calculates the manufacturing " "cost of each putting green |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:197 msgid "The |BoM| lists two components:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:199 msgid "One unit of *green felt*, which costs $20.00." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:200 msgid "One unit of a *rubber pad*, which costs $30.00." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:202 msgid "" "The |BoM| also lists four operations, all of which are carried out at " "*Assembly Station 1*, which has an hourly operating cost of $30.00. Those " "operations are as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:205 msgid "" "*Cut felt*: default duration of seven minutes, for a total cost of $3.50." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:206 msgid "" "*Cut rubber pad*: default duration of five minutes, for a total cost of " "$2.50." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:207 msgid "" "*Attach pad to felt*: default duration of 15 minutes, for a total cost of " "$7.50." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:208 msgid "" "*Cut holes*: default duration of three minutes, for a total cost of $1.50." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:210 msgid "" "Altogether, the components required to produce one putting green cost " "$50.00, and the operations required cost $15.00, for a total manufacturing " "cost of $65.00. This cost is reflected in the :guilabel:`Cost` field on the " "putting green's product form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:214 msgid "" "Fairway Fields confirms an |MO| for one putting green. Before manufacturing " "starts, the |MO| overview lists a cost of `$65.00` in both the :guilabel:`MO" " Cost` and :guilabel:`Real Cost` fields." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst-1 msgid "The MO Overview page for one putting green, before production starts." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:222 msgid "" "Manufacturing begins, and the operations take ten minutes longer than " "expected, for a total manufacturing time of 40 minutes. This deviation from " "the |BoM| is reflected on the |MO| overview, which now lists a " ":guilabel:`Real Cost` of `$70.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst-1 msgid "The MO Overview page for one putting green, during production." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:230 msgid "" "Once manufacturing is finished, and the |MO| is marked as *Done*, the |MO| " "overview updates again, so the values in the :guilabel:`MO Cost` and " ":guilabel:`Real Cost` columns match, each displaying a value of `$70.00`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/mo_costs.rst:234 msgid "" "On the putting green's product page, the :guilabel:`Cost` field now displays" " a cost of `$67.50`, the average of the original cost of $65.00 and the real" " cost of $70.00 from the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:3 msgid "One-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:16 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:15 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:21 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:20 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:0 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:0 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:0 msgid "The Manufacture radio input field on a warehouse configuration page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:31 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:30 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:36 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:35 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:36 msgid "Create manufacturing order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:37 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/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/basic_setup/one_step_manufacturing.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:44 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:49 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:48 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:54 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:53 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:54 msgid "Finally, click :guilabel:`Confirm` to confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:57 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:80 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:77 msgid "Process manufacturing order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:59 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:82 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:63 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:86 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:83 msgid "Basic workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:65 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:68 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst-1 msgid "The Start button for an operation on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:76 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:99 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst-1 msgid "The Done button for an operation on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:83 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/one_step_manufacturing.rst:87 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:110 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:107 msgid "Shop Floor workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:89 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:112 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:109 msgid "" "To complete the work orders for an |MO| using the *Shop Floor* module, begin" " by navigating to :menuselection:`Manufacturing --> Operations --> " "Manufacturing Orders`, and then select an |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:92 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:115 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:112 msgid "" "On the |MO|, click on the :guilabel:`Work Orders` tab, and then select the " ":guilabel:`↗️ (square with arrow coming out of it)` button on the line of " "the first work order to be processed. Doing so opens a :guilabel:`Work " "Orders` pop-up window, with details and processing options for the work " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:97 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:120 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:117 msgid "" "On the pop-up window, select the :guilabel:`Open Shop Floor` button at the " "top-left of the window to open the *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst-1 msgid "The Open Shop Floor button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:104 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:127 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:124 msgid "" "When accessed directly from a specific work order within an |MO|, *Shop " "Floor* defaults to the page for the work center where the work order is " "configured to be carried out. The page shows a card for the work order that " "displays the |MO| number, the product and number of units to be produced, " "and the steps required to complete the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst-1 msgid "A work order card on a work center page in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:113 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:133 msgid "" "A work order is processed by completing each step listed on its card. This " "can be done by clicking on a step and following the instructions listed on " "the pop-up window that appears. Once the step is completed, click " ":guilabel:`Next` to move on to the next step, if any are required." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:117 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:140 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:137 msgid "" "Alternatively, work order steps can be completed by clicking the checkbox " "that appears on the right side of the step's line on the work order card. " "When using this method, the step is automatically marked as completed, " "without a pop-up window appearing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:121 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:144 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:141 msgid "" "The final step on a work order card is titled *Register Production*. This " "step is used to register the number of product units that were produced. If " "the number produced is equal to the number that the |MO| was created for, " "click the :guilabel:`# Units` button on the right side of the line to " "automatically register that number as the quantity produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:126 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:149 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:146 msgid "" "If a different number must be entered, click the :guilabel:`Register " "Production` step to open a pop-up window. Enter the number of units produced" " in the :guilabel:`Units` field, and then click :guilabel:`Validate` to " "register that number." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:131 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:154 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:151 msgid "" "The *Register Production* step appears on every work order card. It must be " "completed for the first work order that is processed. After doing so, the " "step appears as already completed for each remaining work order in the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:135 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:158 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:155 msgid "" "After completing all of the steps for a work order, a button appears on the " "footer of the work order card. If any other work orders must be completed " "before the |MO| can be closed, the button is titled :guilabel:`Mark as " "Done`. If there are no additional work orders to complete, the button is " "titled :guilabel:`Close Production`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:140 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:163 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:160 msgid "" "Clicking :guilabel:`Mark as Done` causes the work order card to fade away. " "Once it disappears completely, the work order's status is marked as " "*Finished* on the |MO|, and the next work order appears in the *Shop Floor* " "module, on the page of the work center where it is configured to be carried " "out. Any additional work orders can be processed using the instructions " "detailed in this section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:146 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:169 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:166 msgid "" "Clicking :guilabel:`Close Production` causes the work order card to fade " "away. Once it disappears, the |MO| is marked as *Done*, and the units of the" " product that were produced are entered into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:150 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:173 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:170 msgid "" "After clicking :guilabel:`Mark as Done` or :guilabel:`Close Production`, " "each button is replaced by an :guilabel:`Undo` button. Click the " ":guilabel:`Undo` button before the work order card fades away to keep the " "work order open." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/one_step_manufacturing.rst:155 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:178 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:175 msgid "" "This section details the basic workflow for processing an |MO| in the *Shop " "Floor* module. For a more in-depth explanation of the module and all of its " "features, please see the :ref:`Shop Floor overview " "` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:3 msgid "Three-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/three_step_manufacturing.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/three_step_manufacturing.rst:56 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst:57 msgid "Process pick components transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/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/basic_setup/three_step_manufacturing.rst:67 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/three_step_manufacturing.rst:72 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/three_step_manufacturing.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst-1 msgid "The manufacturing order bread crumb on a pick components transfer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/three_step_manufacturing.rst-1 msgid "The Start button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst-1 msgid "The Done button for an work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:136 msgid "" "A work order is processed by completing each step listed on its card. This " "can be done by clicking on a step, and following the instructions listed on " "the pop-up window that appears. Once the step is completed, click " ":guilabel:`Next` to move on to the next step, if any are required." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:183 msgid "Process finished product transfer" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/three_step_manufacturing.rst:185 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/basic_setup/three_step_manufacturing.rst:190 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/basic_setup/two_step_manufacturing.rst:3 msgid "Two-step manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/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/basic_setup/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/basic_setup/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/basic_setup/two_step_manufacturing.rst-1 msgid "The Start button for an work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/two_step_manufacturing.rst-1 msgid "The Done button for a work order on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:3 msgid "Allocation reports" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:11 msgid "" "When fulfilling sales orders (SOs), or sourcing components for manufacturing" " orders (MOs), it is sometimes necessary to prioritize one |SO| or |MO| over" " another. In situations where there is insufficient stock on-hand to fulfill" " every |SO| or |MO|, ensuring that products and components are reserved for " "priority orders is essential." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:16 msgid "" "In Odoo *Manufacturing*, allocation reports are used on |MOs| to assign " "products to specific sales orders |SOs|, or components to specific |MOs|. " "This ensures the products or components are available for those orders, and " "are not used by mistake." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:23 msgid "" "To use allocation reports, the *Allocation Report for Manufacturing Orders* " "feature **must** be enabled. To do so, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Settings`, and tick " "the checkbox next to :guilabel:`Allocation Report for Manufacturing Orders`." " Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:28 msgid "" "For products that are sold, it is also necessary to configure them so they " "can be included in |SOs|. To do so, begin by navigating to " ":menuselection:`Inventory --> Products --> Products`, and select a product. " "Under the :guilabel:`Product Name` field on the product form, make sure that" " the :guilabel:`Can Be Sold` checkbox is ticked." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:34 msgid "Allocate products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:36 msgid "" "To allocate products or components from an |MO| to an |SO|, or to a " "different |MO|, begin by navigating to :menuselection:`Manufacturing app -->" " Operations --> Manufacturing Orders`. Click :guilabel:`New` to create a new" " |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:40 msgid "" "On the |MO| form, select a product in the :guilabel:`Product` field, and " "specify the quantity to be produced in the :guilabel:`Quantity` field. " "Finally, click :guilabel:`Confirm` to confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:43 msgid "" "The rest of the allocation workflow depends on the current on-hand quantity " "of the product being manufactured, and whether or not there are any |SOs| or" " |MOs| which require the product, but have not already been allocated units." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:47 msgid "" "If there **are** existing |SOs| and |MOs| that require the product, **and** " "there are too few units of the product on-hand to fulfill those orders, then" " an :icon:`fa-list` :guilabel:`Allocation` smart button appears at the top " "of the page as soon as the |MO| is confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:51 msgid "" "If there **are** existing |SOs| and |MOs| that require the product, **and** " "there are enough units of the product on-hand to fulfill those orders, then " "the :icon:`fa-list` :guilabel:`Allocation` smart button only appears at the " "top of the page once the |MO| has been marked as done, by clicking " ":guilabel:`Produce All`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst-1 msgid "The Allocation smart button at the top of an MO." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:61 msgid "" "If there **are not** any existing |SOs| and |MOs| that require the product, " "the :icon:`fa-list` :guilabel:`Allocation` smart button does not appear, " "even when the |MO| has been marked as done." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:64 msgid "" "Click the :icon:`fa-list` :guilabel:`Allocation` smart button to open the " ":guilabel:`MRP Reception Report` for the |MO|. This report lists open " "delivery orders or |MOs|, depending on the type of product produced in the " "original |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:69 msgid "Allocate to delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:71 msgid "" "If the |MO| contains a finished product, the report lists any open delivery " "orders for which quantities of the product have yet to be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:75 msgid "" "An |MO| is created to produce three units of a *rocking chair*. Clicking the" " :guilabel:`Allocation` smart button on the |MO| opens an allocation report " "that lists open delivery orders that require one or more rocking chairs." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:79 msgid "" "Click the :guilabel:`Assign All` button to the right of a specific order to " "assign products for each quantity required to fulfill that order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:83 msgid "" "If an order requires one quantity of four units of the product, and one " "quantity of one unit of the product, clicking :guilabel:`Assign All` assigns" " five units of the product to fulfill both quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:87 msgid "" "Alternatively, click :guilabel:`Assign` next to a specific quantity to only " "assign products to that quantity, and not any others in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:91 msgid "" "If an order requires one quantity of four units of the product, and one " "quantity of one unit of the product, clicking :guilabel:`Assign` next to the" " quantity of one unit assigns a product to that quantity, but leaves the " "quantity of four units without any products assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst-1 msgid "The MRP Reception Report for an MO containing finished products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:100 msgid "Allocate to MO" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:102 msgid "" "If the |MO| contains a component, the report lists any open |MOs| for which " "quantities of the component have yet to be reserved." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:106 msgid "" "An |MO| is created to produce three units of *wood*, which is used as a " "component for the *rocking chair* product. Clicking the " ":guilabel:`Allocation` smart button on the |MO| opens an allocation report " "that lists open rocking chair |MOs| that require one or more pieces of wood." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:110 msgid "" "Click the :guilabel:`Assign All` or :guilabel:`Assign` button to the right " "of a specific |MO| to assign components to that |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst-1 msgid "The MRP Reception Report for an MO containing components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:118 msgid "Unassign products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:120 msgid "" "After assigning products to a quantity within a delivery order, or " "components to an |MO|, the :guilabel:`Assign` button turns into an " ":guilabel:`Unassign` button. Click :guilabel:`Unassign` to unreserve the " "assigned products from that quantity, making them available for other " "quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:125 msgid "Print labels" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst:127 msgid "" "After clicking :guilabel:`Assign All` or :guilabel:`Assign`, the " ":guilabel:`Print Labels` or :guilabel:`Print Label` button to the right of " "either button becomes selectable. Selecting either button generates and " "downloads a PDF document with one label for each product that was assigned. " "These labels are used to designate each product as being reserved for that " "specific order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/allocation.rst-1 msgid "" "The assignment labels generated by clicking Print Labels or Print Label." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:3 msgid "Overall equipment effectiveness" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:9 msgid "" "In Odoo's *Manufacturing* app, *overall equipment effectiveness* (OEE) " "represents the amount of time a work center is fully productive. |OEE| is " "displayed as a percentage of the total time a work center is active." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:13 msgid "" "Fully productive time is considered to be time when the work center is " "operational **and** processing work orders that have not exceeded their " "*expected duration*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:16 msgid "" "|OEE| helps manufacturing teams understand the efficiency of work centers, " "and the causes of manufacturing downtime." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:20 msgid "" "Since |OEE| tracks work center productivity, using it requires enabling the " "work centers feature in the settings of the Manufacturing app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:23 msgid "" "To do so, navigate to :menuselection:`Manufacturing app --> Configuration " "--> Settings`, and tick the checkbox next to :guilabel:`Work Orders`, under " "the :guilabel:`Operations` heading. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:28 msgid "Efficiency standards" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:30 msgid "" "For |OEE| to accurately reflect the percentage of fully productive time for " "a work center, the work center **must** be properly configured with the " "correct productivity metrics. These include the work center's *time " "efficiency*, *capacity*, and *OEE target*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:35 msgid "Time efficiency" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:37 msgid "" "Time efficiency represents the efficiency of a work center when processing " "work orders, and is represented as a percentage. A time efficiency value of " "100% signifies that the work center processes work orders at the speed of " "the expected duration, as listed on a product's |BoM|. A value less than or " "greater than 100% signifies that the work center processes work orders " "slower or faster than an operation's expected duration, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:43 msgid "" "To set the time efficiency for a work center, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Work Centers`, and " "select a work center. On the :guilabel:`General Information` tab, enter a " "numerical value in the :guilabel:`Time Efficiency` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:48 msgid "" "Manufacturing a *chair* product requires two operations: *cut* and " "*assemble*. The product's |BoM| lists an expected duration of 30 minutes for" " each operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:51 msgid "" "The cut operation is carried out at the *cut station* work center, which has" " a time efficiency value of 50%. This means it takes twice as long to " "complete the operation, for a total time of one hour." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:55 msgid "" "The assemble operation is carried out at the *assembly line* work center, " "which has a time efficiency value of 200%. This means it takes half as long " "to complete the operation, for a total time of 15 minutes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:60 msgid "Capacity" msgstr "Kapasitas" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:62 msgid "" "Capacity represents how many units of a product can be produced in parallel " "at a work center. The duration of work orders for multiple units increases " "or decreases, based on how many units the work center can handle." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:66 msgid "" "To set the capacity for a work center, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Work Centers`, and " "select a work center. On the :guilabel:`General Information` tab, enter a " "numerical value in the :guilabel:`Capacity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:71 msgid "" "A *drill station* work center has a capacity of one unit. An |MO| is " "confirmed for 10 units of a *chair*, a product manufactured using the drill " "station." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:74 msgid "" "Since there are ten times as many units to produce than the work center can " "handle at once, the operation time is ten times the duration listed on the " "product's |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:78 msgid "|OEE| target" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:80 msgid "" "The |OEE| target is the goal for how much of a work center's operating time " "should be fully productive time. It is displayed as a percentage, and should" " only be set as high as `100%`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:83 msgid "" "To set the |OEE| target for a work center, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Settings --> Work " "Centers`, and select a work center. On the :guilabel:`General Information` " "tab, enter a numerical value of `100.00` or less in the :guilabel:`OEE " "Target` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:88 msgid "Calculating |OEE|" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:90 msgid "" "|OEE| is represented as a percentage value between zero and 100. The value " "signifies the amount of time that a work center was fully productive. The " "remainder signifies the amount of time that the work center was operating at" " less than full efficiency. This can occur for a number of reasons, " "including *reduced speed*, *material availability*, and *equipment failure*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:96 msgid "Fully productive time" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:98 msgid "" "For a work center to be considered fully productive, it must be able to " "receive work orders, have the components necessary to process work orders, " "and be operating within the expected duration of the work order it is " "processing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:103 msgid "" "An *assembly line* work center is not blocked, and receives a work order to " "assemble a *bicycle*. The required components are available, so production " "begins as soon as they are picked and delivered to the work center. The work" " order has an expected duration of 30 minutes, and is completed in 27 " "minutes. All of this time is considered fully productive time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:109 msgid "Reduced speed" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:111 msgid "" "When a work center is operating at reduced speed, it means that it is " "processing a work order that has exceeded its expected duration. While the " "work center may be operational, this is not considered fully productive " "time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:116 msgid "" "A *cutting station* work center receives a work order to cut boards for a " "*table*. The expected duration of the work order is 15 minutes. The work " "order ends up taking 18 minutes to complete. The work center is considered " "to have been operating at reduced speed during the three minutes that " "exceeded the expected duration." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:122 msgid "Material availability" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:124 msgid "" "Material availability refers to situations where a work center is able to " "accept a work order, but the required components are not available. This can" " occur because the components are not in stock, or are reserved for a " "different order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:129 msgid "" "Manufacturing of a *bench* requires 20 units of *wood*. A manufacturing " "order (MO) is confirmed for 10 units of the bench, but there is not enough " "wood in stock to begin manufacturing. The time it takes to acquire the wood " "is recorded as material availability downtime." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:134 msgid "Equipment failure" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:136 msgid "" "Equipment failure signifies any period of time when a work center is " "unusable due to maintenance issues with its equipment. This can be due to " "equipment breaking down, or when a work center is shut down for scheduled " "maintenance. In these cases, a work center can be blocked using a " ":doc:`maintenance request <../../maintenance/maintenance_requests>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:142 msgid "" "The drill at a *drill station* work center breaks down, causing the work " "center to be unusable. A maintenance request is created to fix the drill, " "and the work center is blocked from receiving work orders. It takes two " "hours to fix the drill, and make the work center available again. This two-" "hour period is recorded as equipment failure downtime." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:148 msgid "|OEE| reporting" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:150 msgid "" "To view |OEE| reporting metrics for every work center, navigate to " ":menuselection:`Manufacturing app --> Reporting --> Overall Equipment " "Effectiveness`. This page shows the metrics for each work center with |OEE| " "data." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:154 msgid "" "Alternatively, to see |OEE| reporting metrics for a single work center, " "navigate to :menuselection:`Manufacturing app --> Configuration --> Work " "Centers`, and select a work center. At the top of the work center's form, " "click the :icon:`fa-pie-chart` :guilabel:`OEE` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:158 msgid "" "By default, the main |OEE| reporting page shows data in a bar chart, while " "the page for a specific work center shows it in a pie chart. To select a " "different chart type on either page, click the :icon:`fa-bar-chart` " ":guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or " ":icon:`fa-pie-chart` :guilabel:`(pie chart)` button above the displayed " "chart." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:163 msgid "" "It is also possible to see |OEE| data in a pivot view, or a list displaying " "each time entry, by clicking the :icon:`oi-view-pivot` :guilabel:`(pivot " "view)` or :icon:`oi-view-list` :guilabel:`(list view)` buttons at the top-" "right corner of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst-1 msgid "The dashboard of the OEE report." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:3 msgid "Production analysis" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:8 msgid "" "The *Production Analysis* report provides statistics about products " "manufactured using Odoo's *Manufacturing* app. The report is useful when " "trying to understand production costs, manufacturing durations, and other " "important statistics about manufactured products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:12 msgid "" "To open the Production Analysis report, navigate to " ":menuselection:`Manufacturing app --> Reporting --> Production Analysis`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:16 msgid "" "The :guilabel:`Production Analysis` report is one of many reports available " "across the Odoo app suite. This documentation only covers the measures " "specific to the :guilabel:`Production Analysis` report, along with a few use" " case examples." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:20 #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:21 msgid "" "For a full overview of the basic features available in most Odoo reports, " "see the documentation on :doc:`reporting essentials " "<../../../essentials/reporting>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:24 #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:25 msgid "Measures" msgstr "Pengukuran" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:26 msgid "" "*Measures* are the datasets that can be selected in the " ":guilabel:`Production Analysis` report. Each dataset represents a specific " "statistic about |MOs| in the database. Choose a measure by clicking the " ":guilabel:`Measures` :icon:`fa-caret-down` button, and selecting one of the " "options from the drop-down menu:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:31 msgid "" "The options displayed in the :guilabel:`Measures` :icon:`fa-caret-down` " "drop-down menu, and the order they appear in, differ depending on the " "filters, groupings, and comparisons enabled in the :guilabel:`Search...` " "bar. By default, the available measures appear as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:35 msgid "" ":guilabel:`Average Employee Cost/Unit`: the average cost paid to employees " "to produce one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:37 msgid "" ":guilabel:`By-Products Total Cost`: the total value of all by-products " "created by manufacturing the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:39 msgid "" ":guilabel:`Component Cost/Unit`: the average cost of the components required" " to produce one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:41 msgid "" ":guilabel:`Cost/Unit`: the average cost of producing one unit of the " "product, including component, employee, operation, and subcontracting costs." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:43 msgid "" ":guilabel:`Duration of Operations/Unit`: the average total duration of " "operations required to produce one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:45 msgid "" ":guilabel:`Quantity Demanded`: the total number of units of the product " "included in |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:46 msgid "" ":guilabel:`Quantity Produced`: the total number of units of the product that" " have actually been produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:48 msgid "" ":guilabel:`Total Component Cost`: the total amount spent on the product's " "components, across every |MO| for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:50 msgid "" ":guilabel:`Total Cost`: the total amount spent manufacturing every unit of " "the product produced so far." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:52 msgid "" ":guilabel:`Total Duration of Operations`: the cumulative duration of every " "operation completed while manufacturing the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:54 msgid "" ":guilabel:`Total Employee Cost`: the cumulative amount paid to employees to " "manufacture the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:56 msgid "" ":guilabel:`Total Operation Cost`: the cumulative amount spent on operations " "required to produce the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:58 msgid "" ":guilabel:`Total Operation Cost/Unit`: the average cost of the operations " "required to produce one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:60 msgid "" ":guilabel:`Total Subcontracting Cost`: the cumulative amount paid to " "subcontractors to produce the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:62 msgid "" ":guilabel:`Total Subcontracting Cost/Unit`: the average cost of engaging a " "subcontractor to produce one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:64 msgid "" ":guilabel:`Yield Percentage (%)`: the total quantity of the product produced" " versus the total quantity demanded, represented as a percentage." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:66 msgid ":guilabel:`Count`: the total count of |MOs| created for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:69 #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:51 msgid "" "Only one measure can be selected at a time when one of the :icon:`fa-area-" "chart` :guilabel:`(graph view)` options is enabled. However, multiple " "measures, and varying group-by criteria (on the x and y axes), can be " "selected when using the :icon:`oi-view-pivot` :guilabel:`(pivot table)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:75 msgid "Use case: compare products" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:77 msgid "" "One of the best uses for the :guilabel:`Production Analysis` report is " "comparing statistics about two or more products. This is accomplished by " "entering the products into the :guilabel:`Search...` bar, then selecting the" " necessary measure, filter, and grouping, to see the desired data." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:82 msgid "" "Toy manufacturer *Tommy's Toys* is trying to reduce their manufacturing " "operation costs. To accomplish this, they have decided to identify redundant" " products and cease manufacturing the ones with higher operational costs." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:86 msgid "" "Two of the toys that have been singled out for analysis are the *pogo stick*" " and *moon shoes*. Tommy's Toys believes these two toys are so similar that " "they can stop manufacturing one, without significantly impacting their " "product offering." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:90 msgid "" "To compare operation costs for the toys, business analyst Mike opens the " ":menuselection:`Manufacturing` app, and navigates to the " ":guilabel:`Production Analysis` page. In the :guilabel:`Search...` bar, he " "enters the names of both products. Then, he opens the :guilabel:`Search...` " "bar drop-down menu, and clicks :guilabel:`Product` in the :guilabel:`Group " "By` section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:96 msgid "" "Below the :guilabel:`Search...` bar, Mike clicks on the :guilabel:`Measures`" " :icon:`fa-caret-down` drop-down menu, and selects the :guilabel:`Total " "Operation Cost/Unit` option. Finally, he selects the :icon:`fa-bar-chart` " ":guilabel:`(bar chart)` graph type." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:100 msgid "" "With these options selected, the :guilabel:`Production Analysis` report " "shows a bar chart for the current year, with one bar for each product, " "signifying the average operation cost for one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:104 msgid "" "With this data, Mike is able to see that the average operation cost for the " "moon shoes is almost twice the cost of the pogo stick. Using this insight, " "Tommy's Toys decides to cease production of moon shoes, thus lowering their " "average cost of manufacturing operations." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:0 msgid "" "The bar chart comparing the operation costs of the pogo stick and moon " "shoes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:113 msgid "Use case: compare time periods" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:115 msgid "" "The :guilabel:`Production Analysis` report can also be used to compare data " "for two different time periods. This is accomplished using the options in " "the :guilabel:`Comparison` section of the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:120 msgid "" "Furniture company *Fanny's Furnishings* wants to compare their production " "costs for the first and second quarters of 2024, to see which products they " "spent the most money producing in each quarter." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:124 msgid "" "To compare the two time periods, shop floor supervisor Adam opens the " ":menuselection:`Manufacturing` app, and navigates to the " ":guilabel:`Production Analysis` page. He begins by selecting the :icon:`fa-" "pie-chart` :guilabel:`(pie chart)` graph type option at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:130 msgid "" "The :guilabel:`Comparison` feature is meant to be used with the :icon:`fa-" "pie-chart` :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot` " ":guilabel:`(pivot)` view." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:133 msgid "" "A :guilabel:`Comparison` option can still be selected with the other view " "types enabled, but doing so does not change the way data is displayed on the" " report." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:136 msgid "" "Next, Adam selects the :guilabel:`Total Cost` option from the " ":guilabel:`Measures` :icon:`fa-caret-down` drop-down menu. This option " "displays the total amount spent producing each product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:140 msgid "" "In the :guilabel:`Search...` bar drop-down menu, he leaves the " ":guilabel:`2024` filter enabled in the :guilabel:`End Date` section, and " "enables the :guilabel:`Q2` filter as well. With both of these time periods " "selected, the pie chart shows data for the second quarter of 2024." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:144 msgid "" "Finally, Adam selects the :guilabel:`End Date: Previous Period` option in " "the :guilabel:`Comparison` section of the :guilabel:`Search...` bar. Doing " "so causes the pie chart to be split into an inner circle, and an outer ring." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:148 msgid "" "The outer ring shows data for the selected time period, quarter two of 2024." " The inner circle shows data for the previous time period, quarter one of " "2024." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:152 msgid "" "If :guilabel:`End Date: Previous Year` is selected instead of :guilabel:`End" " Date: Previous Period`, the inner circle shows data for the selected time " "period, one *year* previous." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:155 msgid "" "In the case of this example, it would show data for quarter two of 2023." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:157 msgid "" "Using this report, Adam can see that the products with the highest total " "cost for quarter two are the *bicycle* and *tricycle*. On the other hand, in" " quarter one, the *roller skates* had the highest total cost." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/production_analysis.rst:0 msgid "" "The pie chart view of the Production Analysis report, with a comparison " "filter enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor.rst:5 msgid "Shop Floor" msgstr "Shopfloor" #: ../../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 "Navigasi" #: ../../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/manufacturing/shop_floor/shop_floor_overview.rst:210 msgid "MO/WO prioritization" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:212 msgid "" "The **Shop Floor** module uses the *scheduled date* entered on |MOs| to " "prioritize the |MOs| and work orders that appear on the module's dashboard " "and work center pages. |MOs| and work orders scheduled sooner are more " "highly prioritized, and appear before orders which are scheduled further " "out." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:217 msgid "" "To specify the scheduled date on an |MO|, begin by navigating to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, " "and click :guilabel:`New` to create a new |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:220 msgid "" "Click on the :guilabel:`Scheduled Date` field to open a calendar popover " "window. By default, the :guilabel:`Scheduled Date` field, and its " "corresponding pop-up window, show the current date and time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:224 msgid "" "Use the calendar to select the date on which processing should begin for the" " |MO|. In the two fields at the bottom of the popover window, enter the hour" " and minute at which processing should begin, using the 24-hour clock " "format." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:228 msgid "" "Finally, click :guilabel:`Apply` at the bottom of the popover window to set " "the date and time for the :guilabel:`Scheduled Date` field. Then, click the " ":guilabel:`Confirm` button at the top of the |MO| to confirm it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:232 msgid "" "Once the |MO| is confirmed, it appears in the **Shop Floor** module, as long" " is it has the :guilabel:`Ready` status, which means all components are " "available." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:235 msgid "" "On the Odoo dashboard, click on the :menuselection:`Shop Floor` module to " "open it. The :guilabel:`All MO #` page of the dashboard displays *Ready* " "|MOs|, organized in order of their scheduled dates." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:239 msgid "" "At the top of the module, select a work center to see the work orders " "assigned to it. The page for each work center organizes work orders, based " "on the scheduled dates of their corresponding |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:243 msgid "Three |MOs| are confirmed for a *Bookcase* product:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:245 msgid "WH/MO/00411 has a :guilabel:`Scheduled Date` of August 16th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:246 msgid "WH/MO/00412 has a :guilabel:`Scheduled Date` of August 20th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:247 msgid "WH/MO/00413 has a :guilabel:`Scheduled Date` of August 18th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:249 msgid "" "On the :guilabel:`All MO #` page of the **Shop Floor** module, the cards for" " each |MO| appear in this order: WH/MO/00411, WH/MO/00413, WH/MO/00412." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst-1 msgid "MOs in the Shop Floor module, ordered by their scheduled date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:256 msgid "" "Each |MO| requires one work order, carried out at :guilabel:`Assembly " "Station 1`. Clicking on the :guilabel:`Assembly Station 1` button at the top" " of the screen opens the page for the work center, which displays one card " "for each work order, appearing in the same order as their corresponding " "|MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:3 msgid "Shop Floor time tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:8 msgid "" "By signing in to the Odoo *Shop Floor* module as *operators*, employees are " "able to track the amount of time they spend working on each work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:11 msgid "" "Odoo tracks the time it takes to complete each work order, as well as the " "time each operator spends on each work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:15 msgid "Operator sign in" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:17 msgid "" "To sign in to the *Shop Floor* module as an operator, sign in to the Odoo " "database, and open the :menuselection:`Shop Floor` module. The employee " "profile that is signed in to the database is automatically signed in as an " "operator." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:21 msgid "" "All active operators are listed in the operator panel on the left side of " "the module. The panel can be opened or collapsed by clicking the " ":guilabel:`show/hide panel (white square with black column on left side)` " "button, located in the top-left corner of the module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst-1 msgid "" "The operator panel in the Shop Floor module, with the show/hide panel button" " above it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:29 msgid "" "To sign in to *Shop Floor* as a different employee, click the :guilabel:`+ " "Add Operator` button at the bottom of the panel. Doing so opens the " ":guilabel:`Select Employee` pop-up window, which lists every employee that " "is able to sign in to the module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:33 msgid "" "Click on a specific employee to sign in using their profile. If no PIN code " "is required to sign in as that employee, the profile will be signed in " "automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:36 msgid "" "If a PIN code is required, a :guilabel:`Password?` pop-up window appears, " "showing a number pad, from which the code can be entered. Enter the code " "using the number pad, and click :guilabel:`Confirm` to sign in to the *Shop " "Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst-1 msgid "" "The \"Password?\" pop-up window, which is used to enter an operator PIN " "code." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:45 msgid "" "A PIN code can be set for each employee, which must be entered each time " "they sign in to the *Shop Floor* module, check in or out in the *Kiosk Mode*" " of the *Attendances* application, or sign in as a cashier in the *Point of " "Sale* application." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:49 msgid "" "To set an employee PIN, navigate to the :menuselection:`Employees` app, and " "select a specific employee. At the bottom of the employee's form, click on " "the :guilabel:`HR Settings` tab, and enter a numerical code in the " ":guilabel:`PIN Code` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:53 msgid "" "Once an employee is signed in to the module, their name appears in the " "operator panel, along with every other employee that has signed in. While " "the panel can list multiple employees, only one employee can be active at " "any given time, on a single instance of the *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:57 msgid "" "Click on an employee's name to make their profile active. The active " "employee appears highlighted in blue, while employees that are signed in, " "but not active, have their names faded out." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:60 msgid "" "To sign out a specific employee from the module, click the :guilabel:`X " "(remove)` button next to their name, in the operator panel." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:64 msgid "Track work order duration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:66 msgid "" "To track time spent working on a work order, begin by selecting the employee" " working on it from the operator panel." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:69 msgid "" "Next, navigate to the page for the work center where the work order is " "scheduled to be carried out. This can be done by selecting the work center " "from the top navigation in the *Shop Floor* module, or by clicking the name " "of the work center on the card for the manufacturing order (MO) that the " "work order is a part of." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:74 msgid "" "On the page for the work center, find the card for the work order. Once work" " begins, click the header of the work order card to start timing the " "duration it takes to complete. This duration is displayed by a timer on the " "header of the work order card, which tracks the collective time spent " "working on the work order, by all employees." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst-1 msgid "A work order card with an active timer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:83 msgid "" "In addition, the reference number of the work order appears in the operator " "panel, under the name of the employee working on it, along with a second " "timer, which tracks the amount of time the employee has spent on the work " "order individually. This timer only reflects work done during the current " "session, even if the employee has previously worked on the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:88 msgid "" "Employees are able to work on multiple work orders simultaneously, and track" " their time for each. The reference number for each work order being worked " "on appears below the employee's name, along with a timer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst-1 msgid "An employee card in the operator panel, showing two work order timers." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:96 msgid "" "To pause the timer on the work order card, and remove the work order from " "below the employee's name on the operator panel, click the header a second " "time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:99 msgid "" "Once the work order is completed, click the :guilabel:`Mark as Done` button " "at the bottom of the work order card, which causes the card to fade away. If" " the timer is still active, it stops once the card disappears completely." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:104 msgid "View work order duration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:106 msgid "" "To view the duration of a work order, navigate to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`, " "and select an |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:109 msgid "" "To view and select |MOs| that have been completed and marked as *Done*, " "remove the :guilabel:`To Do` filter from the :guilabel:`Search...` bar, by " "clicking on the :guilabel:`X (close)` button on the right side of the " "filter." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:113 msgid "" "On the page for the |MO|, click on the :guilabel:`Work Orders` tab to see a " "list of all work orders included in the |MO|. The time it took to complete " "each work order is displayed in the :guilabel:`Real Duration` column of the " "tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_tracking.rst:117 msgid "" "The *Real Duration* represents the total time spent working on the work " "order by all workers who worked on it. It includes time tracked in the *Shop" " Floor* module, as well as time tracked on the :guilabel:`Work Orders` tab " "of the |MO| itself." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:5 msgid "Subcontracting" msgstr "Subkontrak" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:9 msgid "" "In manufacturing, *subcontracting* is the process of a company engaging a " "third-party manufacturer, or subcontractor, to manufacture products that are" " then sold by the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:12 msgid "" "Subcontracting provides a variety of benefits for both the contracting " "company and the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:15 msgid "" "For the contracting company, subcontracting allows them to sell a wide " "variety of manufactured products, without having to worry about investing in" " and maintaining the equipment and labor required to handle the " "manufacturing themselves." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:19 msgid "" "This helps contracting companies stay flexible throughout economic cycles, " "as they can easily increase or decrease their engagements with " "subcontractors, as necessitated by the current moment. It also means they " "are able to focus on tasks they excel at, while delegating more specialized " "work to subcontractors." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:24 msgid "" "On the other side of the relationship, subcontracting allows subcontractors " "to specialize in more niche areas of production, which might not be as " "profitable outside the bounds of a subcontracting engagement. In certain " "arrangements, it also provides them with the flexibility to choose which " "projects they accept or decline, and how many they work on at any given " "time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:29 msgid "" "In Odoo, companies can configure their subcontracting workflows based on a " "variety of different factors, including how components are sourced, and what" " happens to finished products once they are manufactured." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:54 msgid "" "To enable subcontracting in Odoo, navigate to :menuselection:`Manufacturing " "app --> Configuration --> Settings`, and tick the checkbox next to the " ":guilabel:`Subcontracting` setting, under the :guilabel:`Operations` " "heading. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst-1 msgid "The Subcontracting setting in the manufacturing app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:62 msgid "" "With subcontracting enabled, a few different features become available in " "Odoo:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:64 msgid "" "On bills of materials (BoMs), the *BoM Type* field now includes a " "*Subcontracting* option. Enabling the *Subcontracting* |BoM| type designates" " the |BoM|'s product as a subcontracted product, which means Odoo knows that" " it is produced by a subcontractor, and not by the company that owns the " "Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:68 msgid "" "Two subcontracting routes become available in the *Inventory* app, and can " "be assigned to specific products, on the *Inventory* tab of their product " "pages:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:71 msgid "*Resupply Subcontractor on Order*" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:72 msgid "*Dropship Subcontractor on Order*" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:75 msgid "Subcontracting workflows" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:77 msgid "" "In Odoo, there are three subcontracting workflows, the main difference " "between them being *how* the subcontractor obtains the necessary components:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:80 msgid "" "In the *basic* subcontracting workflow, the subcontractor is fully " "responsible for obtaining the components. This workflow is outlined in the " ":doc:`subcontracting/subcontracting_basic` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:83 msgid "" "In the *Resupply Subcontractor on Order* workflow, the contracting company " "sends the components from their warehouse to the subcontractor. This " "workflow is outlined in the :doc:`subcontracting/subcontracting_resupply` " "documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:86 msgid "" "In the *Dropship Subcontractor on Order* workflow, the contracting company " "purchases the components from a vendor, and has them delivered directly to " "the subcontractor. This workflow is outlined in the " ":doc:`subcontracting/subcontracting_dropship` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:90 msgid "" "In addition to how a subcontractor obtains components, it is also necessary " "to consider why a product is being subcontracted, as well as what happens to" " products once they are manufactured by the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:94 msgid "" "In terms of why a product is being subcontracted, the two main reasons are " "to fulfill a customer order, or to replenish the quantity of stock on-hand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:97 msgid "" "In terms of what happens to products once they are manufactured, they can " "either be shipped to the contracting company, or dropshipped directly to an " "end customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:100 msgid "" "Each of the three subcontracting workflows described above can be configured" " to facilitate any of these possibilities, and the methods for doing so are " "outlined in their respective documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:104 msgid "Subcontracted product valuation" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:106 msgid "" "The valuation of a subcontracted product depends upon a few different " "variables:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:108 msgid "" "The cost of the required components, if provided by the contracting company;" " from here on referred to as `C`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:110 msgid "" "The price paid to the subcontractor for the service of manufacturing the " "subcontracted product; from here on referred to as `M`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:112 msgid "" "The cost of shipping components to the subcontractor, and having them " "shipped back to the contracting company; from here on referred to as `S`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:114 msgid "" "The cost of dropshipping, if the components are shipped by the subcontractor" " to the end customer; from here on referred to as `D`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:116 msgid "" "Any other associated costs, like import taxes, etc.; from here on referred " "to as `x`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:118 msgid "" "Therefore, the total valuation of a subcontracted product (`P`) can be " "represented by the following equation:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:121 msgid "" "P = C + M + S + D + x\n" "\n" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting.rst:124 msgid "" "It is important to note that not every subcontracted product valuation will " "include all of these variables. For example, if the product is not " "dropshipped to the end customer, then there is no need to factor in the cost" " of dropshipping." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:3 msgid "Basic subcontracting lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:8 msgid "" "In Odoo, lead times are used to predict how long it takes to complete a " "certain action. For example, a *delivery lead time* can be set for a " "purchased product, which specifies the number of days it usually takes for " "the product's vendor to delivery the product to the purchasing company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:12 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:13 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:13 msgid "" "For subcontracted products specifically, delivery lead times can be " "configured to take into account the amount of time required for the " "subcontractor to manufacture a product. Doing so allows the contracting " "company to better predict the delivery dates of subcontracted products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:17 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:31 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:23 msgid "" "Like all lead times in Odoo, lead times for subcontracted products are only " "an estimate, and are based on how long actions are *expected* to take." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:20 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:34 msgid "" "Unforeseen circumstances can impact the completion of these actions, which " "means that lead times should not be viewed as guarantees." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:26 msgid "" "When using the :doc:`basic subcontracting ` workflow " "to manufacture a product, a company is not responsible for supplying the " "subcontractor with the necessary components. This means that the only " "factors affecting the delivery date of a product are the amount of time it " "takes the subcontractor to manufacture and deliver it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:31 msgid "" "By assigning a product's subcontractor a delivery lead time that considers " "both of these factors, the *Expected Arrival* date displayed on purchase " "orders (POs) for the product more accurately reflects the amount of time " "required for both manufacturing and delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:36 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:54 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:44 msgid "Product delivery lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:38 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:46 msgid "" "To set a delivery lead time for a product's subcontractor, navigate to " ":menuselection:`Inventory app --> Products --> Products`, and select a " "subcontracted product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:41 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:59 msgid "" "Then, select the :guilabel:`Purchase` tab on the product's page. If the " "subcontractor has not already been added as a vendor, do so now by clicking " ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:45 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:63 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:53 msgid "" "Once the subcontractor has been added, enter the number of days it takes " "them to manufacture and deliver the product, in the :guilabel:`Delivery Lead" " Time` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst-1 msgid "" "The Delivery Lead Time field for a subcontractor, on the Purchase tab of a " "product page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:53 msgid "" "Multiple subcontractors can be added to the :guilabel:`Purchase` tab on a " "product's page, and a different :guilabel:`Delivery Lead Time` can be set " "for each." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:57 msgid "Lead time workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:59 msgid "" "After setting a delivery lead time for a product's vendor, create an |RfQ| " "by navigating to :menuselection:`Purchase app --> Orders --> Purchase " "Orders`, and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:62 msgid "" "Specify the subcontractor in the :guilabel:`Vendor` field. Then, add the " "product in the :guilabel:`Products` tab by clicking :guilabel:`Add a " "product`, selecting the product in the :guilabel:`Product` column, and " "adding a quantity in the :guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:66 msgid "" "Once a product has been added, the :guilabel:`Expected Arrival` field on the" " |RfQ| auto-populates with a date that reflects the vendor's delivery lead " "time, as specified on the product's page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:69 msgid "" "If the date needs to be adjusted, click on the :guilabel:`Expected Arrival` " "field to open a calendar popover, and select the desired date. Make sure not" " to choose a date sooner than the one that was auto-populated, unless the " "subcontractor has confirmed that they are able to deliver the product by " "that date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:74 msgid "" "Finally, click :guilabel:`Confirm Order` on the |RfQ| to turn it into a " "|PO|. At this point, the subcontractor should begin manufacturing the " "subcontracted product, before delivering it to the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:79 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Tricycle* product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:82 msgid "" "On average, Bike Friends requires three days to manufacture a tricycle, plus" " an additional two days to deliver it to Mike's Bikes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:85 msgid "" "As a result, Mike's Bikes sets a delivery lead time of five days for " "tricycles manufactured by Bike Friends: three days for manufacturing, plus " "two days for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:88 msgid "" "On May 3rd, Mike's Bikes confirms a |PO| to purchase one tricycle from Bike " "Friends." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:90 msgid "" "The :guilabel:`Expected Arrival` date listed on the |PO| is May 8th, five " "days after the :guilabel:`Confirmation Date`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst-1 msgid "The Expected Arrival date on a PO for a subcontracted product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:97 msgid "" "Bike Friends begins manufacturing the tricycle on May 3rd — the day that the" " |PO| is confirmed — and finishes on May 6th, three days later." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/basic_subcontracting_lead_times.rst:100 msgid "" "The tricycle is then shipped to Mike's Bikes the same day, and they receive " "it on May 8th, two days later." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:3 msgid "Dropship subcontracting lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:9 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:9 msgid "" "In Odoo, lead times are used to predict how long it takes to complete a " "certain action. For example, a *delivery lead time* can be set for a " "purchased product, which specifies the number of days it usually takes for " "the product's vendor to deliver the product to the purchasing company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:17 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:17 msgid "" "Certain subcontracted products require the contracting company to supply the" " subcontractor with manufacturing components. In this case, a *manufacturing" " lead time* can be used, in addition to the delivery lead time, to generate " "the date on which the subcontractor must receive the required components, in" " order to manufacture the product and deliver it on time." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:22 msgid "" "In cases where components are dropshipped to the subcontractor, an " "additional delivery lead time can be set for each component. This should be " "set to the amount of time it takes the vendor to deliver components to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:26 msgid "" "Once a delivery lead time has been set on a component, dropship orders for " "the component display the date by which the order must be confirmed, so that" " it can be dropshipped to the subcontractor by the date on which " "manufacturing must begin." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:40 msgid "" "When using the :doc:`Dropship Subcontractor on Order " "` route, a company is responsible for purchasing " "the necessary components from a vendor, and having them dropshipped directly" " to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:44 msgid "" "This means that, in addition to the amount of time it takes the " "subcontractor to manufacture and deliver the product, it is also necessary " "to consider how long it takes the component vendor to dropship the " "components to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:48 msgid "" "By assigning a product's subcontractor a *delivery lead time*, specifying a " "*manufacturing lead time* on the product's BoM, and assigning the vendor of " "the components an additional *delivery lead time*, *Dropship Subcontractor* " "orders for the product's components display the deadline for confirming a " "dropship order to send the components to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:56 msgid "" "To set a delivery lead time for a product's subcontractor, navigate to " ":guilabel:`Inventory app --> Products --> Products`, and select a " "subcontracted product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:71 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:61 msgid "Product manufacturing lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:73 msgid "" "Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of " "Materials` smart button at the top of the product's page. Then, select a BoM" " from the list." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:76 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:66 msgid "" "On the |BoM|, select the :guilabel:`Miscellaneous` tab. In the " ":guilabel:`Manuf. Lead Time` field, enter the same number of days that was " "entered in the :guilabel:`Delivery Lead Time` field of the |BoM|'s product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst-1 msgid "The Manuf. Lead Time field on a product's BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:84 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:74 msgid "" "While not all of these days are actually used for manufacturing by the " "subcontractor, setting the same number of days in each field tells Odoo that" " the subcontractor must receive the components and begin production by the " "start of the product's delivery lead time. This gives the subcontractor " "enough time to both manufacture and deliver the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:90 msgid "Component delivery lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:92 msgid "" "From the product's BoM, navigate to each component by clicking on the " "component in the :guilabel:`Components` tab, and then clicking the " ":icon:`oi-arrow-right` :guilabel:`(right arrow)` button to the right of the " "component." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:96 msgid "" "On the product page for each component, select the :guilabel:`Purchase` tab." " If the vendor has not already been added, do so now by clicking " ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:100 msgid "" "Once the vendor has been added, enter the number of days it takes them to " "dropship the product to the subcontractor, in the :guilabel:`Delivery Lead " "Time` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:104 msgid "Dropship subcontracting workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:82 msgid "" "Create a request for quotation (RfQ) for the product by navigating to " ":menuselection:`Purchase app --> Orders --> Requests for Quotation`, and " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:109 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:85 msgid "" "Specify the subcontractor in :guilabel:`Vendor` field. Then, add the product" " in the :guilabel:`Products` tab by clicking :guilabel:`Add a product`, " "selecting the product in the :guilabel:`Product` column, and specifying a " "quantity in the :guilabel:`Quantity` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:113 msgid "" "In the :guilabel:`Expected Arrival` field, enter a date that provides enough" " time for the component vendor to dropship the components, and the " "subcontractor to manufacture and deliver the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:117 msgid "" "When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field " "auto-populates with a date that is today's date plus the delivery lead time " "of the product. However, this does not consider the time it takes to " "dropship the components to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:121 msgid "" "When purchasing a product subcontracted using the *Dropship Subcontractor on" " Order* route, it is necessary to adjust this date to take into account the " "extra time needed for the components to be delivered to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:125 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:102 msgid "" "Since production does not begin until they receive the components, leaving " "the date as is results in the finished product arriving *after* the date " "listed on the |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:128 msgid "" "Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing " "so creates a second |RfQ| to purchase the components from the dropshipper, " "and have them sent to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:131 msgid "" "Navigate to :menuselection:`Purchase app --> Orders --> Requests for " "Quotation`, and select the |RfQ| that lists the dropshipper in the " ":guilabel:`Vendor` column." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:134 msgid "" "On the |RfQ|, the :guilabel:`Expected Arrival` field lists the date on which" " the subcontractor must receive the components, in order to deliver the " "finished product by the *Expected Arrival* date listed on the subcontractor " "|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:138 msgid "" "The :guilabel:`Order Deadline` field lists the latest date on which the " "|RfQ| can be confirmed, in order for the dropshipper to deliver the " "components to the subcontractor by the :guilabel:`Expected Arrival` date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:142 msgid "" "Click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|, and confirm " "the purchase of the components from the dropshipper. Doing so causes a " ":guilabel:`Dropship` smart button to appear at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:146 msgid "" "Click the :guilabel:`Dropship` smart button to open the dropship order. This" " order can also be accessed from the :guilabel:`Resupply` smart button that " "now appears on the subcontractor |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:149 msgid "" "After the dropshipper has delivered the components to the subcontractor, " "click the :guilabel:`Validate` button at the top of the dropship order to " "confirm that the subcontractor has received the components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:153 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:127 msgid "" "Once the subcontractor receives the components, they begin manufacturing the" " component, before delivering it to the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:158 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Bicycle* product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:161 msgid "" "Mike's Bikes must purchase the required components from vendor Bike World, " "and have them dropshipped to Bike Friends." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:164 msgid "" "On average, Bike Friends takes three days to manufacture each bicycle, plus " "an addition two days to deliver it to Mike's Bikes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:167 msgid "" "As a result, Mike's Bikes sets a delivery lead time of five days for bicycle" " manufactured by Bike Friends: three days for manufacturing, plus two days " "for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:170 msgid "" "On the bicycle's BoM, they enter a manufacturing lead time of five days as " "well, to remind themselves of the date that components must be delivered to " "the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:173 msgid "" "On the product pages for each of the bicycle's components, they assign Bike " "World a delivery lead time of two days. This is the amount of time it takes " "Bike World to dropship each component directly to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:177 msgid "" "On May 10th, Mike's Bikes confirms a |PO| for one bicycle, with an expected " "delivery date of May 17th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:180 msgid "" "The |RfQ| for purchasing the components from Bike World and having them " "dropshipped to Bike Friends has an Expected Arrival date of May 12th, and a " "Deadline of May 10th. The |RfQ| must be confirmed by the deadline in order " "for Bike Friends to receive the components by the Expected Arrival date, " "giving them enough time to deliver the finished bicycle to Mike's Bikes by " "May 17th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst-1 msgid "The Order Deadline and Expected Arrival dates on a dropship order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/dropship_subcontracting_lead_times.rst:190 msgid "" "Mike's Bikes confirms the |RfQ| on May 10th, and Bike World delivers the " "components to Bike Friends on May 12th. Bike Friends manufactures the " "bicycle, and delivers it to Mike's Bikes on May 17th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:3 msgid "Resupply subcontracting lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:26 msgid "" "Unforeseen circumstances can impact the completion of these actions, which " "means that lead times should **not** be viewed as guarantees." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:32 msgid "" "When using the :doc:`Resupply Subcontractor on Order " "` route, a company is responsible for supplying the" " subcontractor with the necessary components. As a result, the subcontractor" " cannot begin manufacturing until the components have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:36 msgid "" "This means that, in addition to the amount of time it takes the " "subcontractor to manufacture and deliver the product, the date they receive " "the components must also be considered." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:39 msgid "" "By assigning a product's subcontractor a delivery lead time, and specifying " "a manufacturing lead time on the product's bill of materials (BoM), " "*Resupply Subcontractor* orders for the product's components display the " "deadline by which the subcontractor must receive the components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:49 msgid "" "Then, select the :guilabel:`Purchase` tab on the product's page. If the " "subcontractor has not already been added as a vendor, do so now by clicking " ":guilabel:`Add a line`, and selecting the subcontractor in the " ":guilabel:`Vendor` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:63 msgid "" "Next, navigate to the product's |BoM| by clicking the :guilabel:`Bill of " "Materials` smart button at the top of the product's page. Then, select a " "|BoM| from the list." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:80 msgid "Resupply subcontracting workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:89 msgid "" "In the :guilabel:`Expected Arrival` field, enter a date that provides enough" " time for the subcontractor to receive the components, manufacture the " "product, and deliver it back to the subcontracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:94 msgid "" "When a product is added to an |RfQ|, the :guilabel:`Expected Arrival` field " "auto-populates with a date that is today's date plus the delivery lead time " "of the product. However, this does **not** consider the time it takes to " "ship the components to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:98 msgid "" "When purchasing a product subcontracted using the Resupply Subcontractor on " "Order route, it is necessary to adjust this date to take into account the " "extra time needed for the components to be shipped to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:105 msgid "" "Next, click :guilabel:`Confirm Order` to turn the |RfQ| into a |PO|. Doing " "so causes a :guilabel:`Resupply` smart button to appear at the top of the " "page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:108 msgid "" "Click the :guilabel:`Resupply` smart button to open the resupply " "subcontractor order, which is the order created to send components to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:111 msgid "" "The :guilabel:`Deadline` field on the resupply subcontractor order shows the" " deadline for the subcontractor to receive the components, in order for them" " to have enough time to manufacture and deliver the finished product by the " "Expected Arrival date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:115 msgid "" "The :guilabel:`Scheduled Date` field should display the latest date on which" " components can be shipped, while still arriving to the subcontractor by the" " :guilabel:`Deadline`. However, by default, the date displayed is the same " "as the date in the :guilabel:`Deadline` field, and must be updated to take " "into account the time required for shipping." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:120 msgid "" "Click on the :guilabel:`Scheduled Date` field to open a calendar popover " "from which a date can be selected. Select a date that allows for the " "components to be delivered by the :guilabel:`Deadline` on the resupply " "subcontractor order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:124 msgid "" "After the components are shipped, click the :guilabel:`Validate` button at " "the top of the order to confirm they have been sent to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:131 msgid "" "Bike retailer *Mike's Bikes* works with a subcontractor — *Bike Friends* — " "to produce units of their *Unicycle* product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:134 msgid "" "Mike's Bikes must supply Bike Friends with the necessary components for " "manufacturing the unicycles." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:137 msgid "" "On average, Bike Friends takes three days to manufacture each unicycle, plus" " an additional two days to deliver it to Mike's Bikes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:140 msgid "" "As a result, Mike's Bikes sets a delivery lead time of five days for " "unicycles manufactured by Bike Friends: three days for manufacturing, plus " "two days for delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:143 msgid "" "On the unicycle's |BoM|, they enter a manufacturing lead time of five days, " "as well, to remind themselves of the date that components must be delivered " "to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:146 msgid "" "They confirm a |PO| for one unicycle, with an expected arrival date of May " "30th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:148 msgid "" "The resupply subcontractor order for shipping the components to the " "subcontractor shows a *Deadline* of May 25th. The subcontractor must receive" " the components by this date, in order to have enough time to manufacture " "the unicycle, and deliver it by May 30th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:152 msgid "" "It takes Mike's Bikes two days to deliver the components, so they update the" " *Scheduled Date* field on the resupply subcontractor order to May 23rd, two" " days before the Deadline." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst-1 msgid "" "The Scheduled Date and Deadline fields on a resupply subcontractor order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/resupply_subcontracting_lead_times.rst:159 msgid "" "Mike's Bikes ships the components to Bike Friends on the scheduled date of " "May 23rd, and they arrive on the deadline of May 25th. This gives Bike " "Friends enough time to manufacture the unicycle, and ship it back to Mike's " "Bikes by the expected arrival date of May 30th." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:3 msgid "Basic subcontracting" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:10 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:12 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:10 msgid "" "In manufacturing, subcontracting is the process of a company engaging a " "third-party manufacturer, or subcontractor, to manufacture products that are" " then sold by the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:13 msgid "" "In basic subcontracting, the subcontractor is responsible for acquiring the " "necessary components. This means that the contracting company only has to " "worry about what happens to subcontracted products once they are produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:17 msgid "" "The workflow for purchasing a product manufactured using basic " "subcontracting is similar to the one used when purchasing a non-" "subcontracted product from a vendor. The main differences are the way that " "subcontracted products are configured, and the fact that subcontracted " "products take longer to be sent from the vendor, since they must first be " "manufactured by them." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:25 msgid "" "To use subcontracting in Odoo, navigate to :menuselection:`Manufacturing app" " --> Configuration --> Settings`, and tick the checkbox next to the " ":guilabel:`Subcontracting` setting, under the :guilabel:`Operations` " "heading. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:29 msgid "" "Once the :guilabel:`Subcontracting` setting is enabled, it is also necessary" " to properly configure the subcontracted product, and the product's |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:37 msgid "" "To configure a product for basic subcontracting, navigate to " ":menuselection:`Inventory app --> Products --> Products`, and select a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:40 msgid "" "On the product form, select the :guilabel:`Purchase` tab, and add the " "product's subcontractor as a vendor by clicking :guilabel:`Add a line`, " "selecting the subcontractor in the :guilabel:`Vendor` drop-down menu, and " "entering a price in the :guilabel:`Price` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:44 msgid "" "Then, click on the :guilabel:`Inventory` tab, and use the :guilabel:`Routes`" " field to configure a route that determines what happens to the finished " "product once it has been manufactured by the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:48 msgid "" "If the finished product is shipped back to the contracting company, make " "sure the :guilabel:`Buy` route is selected. In addition, select the " ":guilabel:`Replenish on Order (MTO)` route to automatically create a |PO| " "for the product upon confirmation of a sales order (SO), unless there is " "enough stock on-hand to fulfill the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:53 msgid "" "If the finished product is shipped directly to the customer by the " "subcontractor, make sure that **only** the :guilabel:`Dropship` route is " "selected." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:57 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:83 msgid "Configure BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:59 msgid "" "To configure a |BoM| for basic subcontracting, click the :guilabel:`Bill of " "Materials` smart button on the product form, and select the desired |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:62 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:78 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:88 msgid "" "Alternatively, navigate to :menuselection:`Manufacturing app --> Products " "--> Bills of Materials`, and select the |BoM| for the subcontracted product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:66 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:82 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:92 msgid "" "For a full overview of |BoM| configuration, see the :doc:`Bill of materials " "<../basic_setup/bill_configuration>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:69 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:85 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:95 msgid "" "In the :guilabel:`BoM Type` field, select the :guilabel:`Subcontracting` " "option. Then, add one or more subcontractors in the " ":guilabel:`Subcontractors` field that appears below." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst-1 msgid "" "The \"BoM Type\" field on a BoM, configured to manufacture the product using" " subcontracting." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:76 msgid "" "Finally, click on the :guilabel:`Miscellaneous` tab. In the " ":guilabel:`Manuf. Lead Time` field, enter the number of days it takes the " "subcontractor to manufacture the product. This number is factored in when " "calculating the product's expected arrival date." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:81 msgid "" "When using basic subcontracting, there is no need to list components in the " ":guilabel:`Components` tab of the |BoM|, since the components required for " "manufacturing, and the means by which they are acquired, are handled by the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:86 msgid "Basic subcontracting workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:88 msgid "The basic subcontracting workflow consists of up to four steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:90 msgid "" "Create a sales order (SO) for the subcontracted product; doing so creates a " "|PO| to purchase the product from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:92 msgid "" "Confirm the |PO| created in the previous step, or create a new |PO|; doing " "so creates a receipt order or a dropship order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:94 msgid "" "Process the receipt once the subcontractor has finished manufacturing the " "subcontracted product, and shipped it back to the contracting company, " "**OR** process the dropship order to ship the product directly to the " "customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:97 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:135 msgid "" "If the workflow was started by creating an |SO|, and the finished product is" " not dropshipped to the end customer, process the delivery order once the " "product is shipped to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:100 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:138 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:138 msgid "" "The specific number of steps depends on the reason that the subcontracted " "product is being purchased from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:103 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:141 msgid "" "If the reason is to fulfill a specific customer order, the process starts " "with creating an |SO|, and ends with delivering the product to the customer," " or having the subcontractor dropship it to them." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:106 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:144 msgid "" "If the reason is to increase the quantity of stock on-hand, the process " "starts with creating a |PO|, and ends with receiving the product into " "inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:110 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:169 msgid "Create SO" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:112 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:150 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:171 msgid "" "It is only necessary to complete this step if the product is being purchased" " from the subcontractor to fulfill a customer need. If the product is being " "purchased to increase the quantity of stock on-hand, move on to the next " "step." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:116 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:154 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:175 msgid "" "To create a new |SO|, navigate to :menuselection:`Sales app --> Orders --> " "Orders`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:119 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:178 msgid "" "Select the customer in the :guilabel:`Customer` drop-down menu. Then, click " ":guilabel:`Add a product` on the :guilabel:`Order Lines` tab, select a " "subcontracted product in the :guilabel:`Product` drop-down menu, and enter a" " quantity in the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:123 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:182 msgid "" "Click :guilabel:`Confirm` to confirm the |SO|, at which point a " ":guilabel:`Purchase` smart button appears at the top of the page. This opens" " the |PO| created to purchase the subcontracted product from the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:128 msgid "" "An |SO| for the product only creates a |PO| if the *Replenish on Order " "(MTO)* route is enabled on the product's form, **and** there is not enough " "stock of the product on-hand to fulfill the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:131 msgid "" "If there is enough stock on-hand, confirming an |SO| for the product creates" " a delivery order instead, because Odoo assumes that the |SO| is fulfilled " "using the stock in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:134 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:193 msgid "" "This is not the case for subcontracted products that are dropshipped to the " "end customer. In that case, a |PO| is **always** created, even if there is " "enough stock on-hand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:138 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:197 msgid "Process PO" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:140 msgid "" "If a |PO| was created in the previous step, navigate to it by clicking the " ":guilabel:`Purchase` smart button at the top of the |SO|, or by going to " ":guilabel:`Purchase app --> Orders --> Purchase Orders`, and selecting the " "|PO|. Then, click :guilabel:`Confirm Order` to confirm it, and move on to " "the next step." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:145 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:202 msgid "" "If a |PO| was not created in the previous step, do so now by navigating to " ":menuselection:`Purchase app --> Orders --> Purchase Orders`, and clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:148 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:205 msgid "" "Begin filling out the |PO| by selecting a subcontractor from the " ":guilabel:`Vendor` drop-down menu. In the :guilabel:`Products` tab, click " ":guilabel:`Add a product` to create a new product line. Select a " "subcontracted product in the :guilabel:`Product` field, and enter the " "quantity in the :guilabel:`Quantity` field. Finally, click " ":guilabel:`Confirm Order` to confirm the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:153 msgid "" "When a |PO| is confirmed for a product manufactured using basic " "subcontracting, a receipt or dropship order is automatically created, and " "can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:161 msgid "" "A PO for a basic subcontracting product, with a Receipt smart button at the " "top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:161 msgid "" "PO for a basic subcontracting product, with a Receipt smart button at the " "top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:164 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:237 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:242 msgid "Process receipt or dropship order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:166 msgid "" "Once the subcontractor has finished manufacturing the product, they either " "ship it to the contracting company, or dropship it to the end customer, " "depending on how the product was :ref:`configured " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:173 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:251 msgid "" "If the subcontractor ships the finished product to the contracting company, " "once it has been received, navigate to :menuselection:`Purchase app --> " "Orders --> Purchase Orders`, and select the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:177 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:255 msgid "" "Click the :guilabel:`Receive Products` button at the top of the |PO|, or the" " :guilabel:`Receipt` smart button at the top of the page, to open the " "receipt. Then, click :guilabel:`Validate` at the top of the receipt to enter" " the product into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:182 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:260 msgid "Process dropship order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:184 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:262 msgid "" "If the subcontractor dropships the product, once they have sent it, navigate" " to :menuselection:`Purchase app --> Orders --> Purchase Orders`, and select" " the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:187 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:265 msgid "" "Select the :guilabel:`Dropship` smart button at the top of the page to open " "the dropship order, and click :guilabel:`Validate` at the top of the order " "to confirm that the product has been sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:192 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:254 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:270 msgid "Process delivery order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:194 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:256 msgid "" "If the subcontracting workflow was started by a customer |SO|, and the " "finished product was **not** dropshipped to the customer, but rather " "delivered to the contracting company, it is necessary to ship the product to" " the customer, and process the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_basic.rst:198 msgid "" "Once the product has been shipped to the customer, navigate to the " ":menuselection:`Sales` app, and select the |SO|. Select the " ":guilabel:`Delivery` smart button at the top of the page to open the " "delivery order, and click :guilabel:`Validate` on the order to confirm that " "the product has been shipped." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:3 msgid "Dropship to subcontractor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:15 msgid "" "In Odoo, the *Dropship Subcontractor on Order* route is used to purchase the" " necessary components for a subcontracted product from the vendor, and have " "them delivered directly to the subcontractor, each time a purchase order " "(PO) for that product is confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:19 msgid "" "The subcontractor then uses the components to manufacture the desired " "product, before shipping it back to the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:23 msgid "" "It is necessary to understand the differences between the *Dropship* and " "*Dropship Subcontractor on Order* routes. While both routes involve " "dropshipping, they are used for different purposes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:26 msgid "" "The *Dropship* route is used to purchase products from a vendor, and have " "them shipped directly to the end customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:29 msgid "" "The *Dropship Subcontractor on Order* route is used to purchase components " "from a vendor, and have them shipped directly to a subcontractor. By " "default, finished products are then sent from the subcontractor back to the " "contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:33 msgid "" "However, it is possible to combine both the *Dropship* and *Dropship " "Subcontractor on Order* routes so they are used for the same product. In " "this workflow, components are dropshipped to the subcontractor, who then " "ships the finished product directly to the end customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:37 msgid "" "This can be achieved by following steps one through five in the " ":ref:`workflow section ` of" " this doc." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:43 msgid "" "To use the *Dropship Subcontractor on Order* route, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Settings`, and " "enable the checkbox next to :guilabel:`Subcontracting`, under the " ":guilabel:`Operations` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:47 msgid "" "Once the *Subcontracting* setting is enabled, it is also necessary to " "properly configure the subcontracted product, the product's |BoM|, and the " "components listed on the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:53 msgid "" "To configure a product for the *Dropship Subcontractor on Order* route, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " "select a product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:57 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:59 msgid "" "Select the :guilabel:`Purchase` tab, and add the product's subcontractor as " "a vendor by clicking :guilabel:`Add a line`, selecting the subcontractor in " "the :guilabel:`Vendor` drop-down menu, and entering a price in the " ":guilabel:`Price` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:61 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:71 msgid "" "Then, click on the :guilabel:`Inventory` tab to configure a route that " "determines what happens to the finished product, once it has been " "manufactured by the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:64 msgid "" "If the finished product is shipped back to the contracting company, make " "sure that the :guilabel:`Buy` route is selected. In addition, select the " ":guilabel:`Replenish on Order (MTO)` route to automatically create a |PO| " "for the product upon confirmation of a |SO|, unless there is enough stock " "on-hand to fulfill the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:69 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:79 msgid "" "If the finished product is shipped directly to the customer by the " "subcontractor, make sure that only the :guilabel:`Dropship` route is " "selected." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:73 msgid "Configure bill of materials" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:75 msgid "" "To configure a |BoM| for the *Dropship Subcontractor on Order* route, click " "the :guilabel:`Bill of Materials` smart button on the product's page, and " "select the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:92 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:102 msgid "" "Finally, make sure that all necessary components are specified on the " ":guilabel:`Components` tab. To add a new component, click :guilabel:`Add a " "line`, select the component in the :guilabel:`Component` drop-down menu, and" " specify the required quantity in the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:97 msgid "Configure Components" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:99 msgid "" "To configure components for the *Dropship Subcontractor on Order* route, " "navigate to each component from the |BoM| by selecting the component's name " "in the :guilabel:`Components` tab, and clicking the :guilabel:`➡️ (right " "arrow)` button to the right of the name." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:103 #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:113 msgid "" "Alternatively, navigate to each component by going to " ":menuselection:`Inventory app --> Products --> Products`, and selecting the " "component." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:106 msgid "" "On the component product form, select the :guilabel:`Purchase` tab, and add " "a vendor by clicking :guilabel:`Add a line`, selecting the vendor in the " ":guilabel:`Vendor` field, and adding the price they sell the product for in " "the :guilabel:`Price` field. This is the vendor that sends components to the" " subcontractor, once they are purchased." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:111 msgid "" "Then, click on the :guilabel:`Inventory` tab and select the " ":guilabel:`Dropship Subcontractor on Order` route in the :guilabel:`Routes` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:114 msgid "" "Repeat the process for every component that must be dropshipped to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:119 msgid "Dropship subcontractor on order workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:121 msgid "" "The dropship subcontractor on order workflow consists of up to six steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:123 msgid "" "Create a sales order (SO) for the subcontracted product; doing so creates a " "*subcontractor* |PO| to purchase the product from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:125 msgid "" "Confirm the |PO| created in the previous step, or create a new |PO|; doing " "so creates a request for quotation (RfQ) to purchase the components from the" " vendor, as well as a receipt order or a dropship order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:128 msgid "" "Confirm the |RfQ| to turn it into a second |PO| (*vendor* |PO|); doing so " "creates a *Dropship Subcontractor* order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:130 msgid "" "Process the *Dropship Subcontractor* order once the vendor has sent the " "components to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:132 msgid "" "Process the receipt once the subcontractor has finished manufacturing the " "subcontracted product, and shipped it back to the contracting company **OR**" " process the dropship order to ship the product directly to the end " "customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:135 msgid "" "If the workflow was started by creating an |SO|, and the finished product is" " not dropshipped to the end customer, process the delivery order once the " "product has been shipped to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:141 msgid "" "If the reason is to fulfill a specific customer order, the process starts " "with creating an SO, and ends with delivering the product to the customer, " "or having the subcontractor dropship it to them." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:144 msgid "" "If the reason is to increase quantity of stock on-hand, the process starts " "with creating a PO, and ends with receiving the product into inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:148 msgid "Create an SO" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:157 msgid "" "Select the customer in the :guilabel:`Customer` drop-down menu. Then, click " ":guilabel:`Add a product` on the :guilabel:`Order Lines` tab, select the " "product in the :guilabel:`Product` drop-down menu, and enter a quantity in " "the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:161 msgid "" "Click :guilabel:`Confirm` to confirm the |SO|, at which point a " ":guilabel:`Purchase` smart button appears at the top of the page. This is " "the *subcontractor* |PO|, or the |PO| created to purchase the subcontracted " "product from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:166 msgid "" "An |SO| for the product only creates a *subcontractor* |PO| if the " "*Replenish on Order (MTO)* route is enabled on the product's page, **and** " "there is no stock of the product on-hand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:169 msgid "" "If there is stock on-hand, confirming an |SO| for the product will instead " "create a delivery order, because Odoo assumes that the |SO| is fulfilled " "using the stock in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:172 msgid "" "This is not the case for subcontracted products that are dropshipped to the " "end customer. In that case, a *subcontractor* |PO| is **always** created, " "even if there is stock on-hand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:176 msgid "Process subcontractor PO" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:178 msgid "" "If a *subcontractor* |PO| was not created in the previous step, do so now by" " navigating to :menuselection:`Purchase app --> Orders --> Purchase Orders`," " and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:181 msgid "" "Begin filling out the |PO| by selecting a subcontractor from the " ":guilabel:`Vendor` drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:183 msgid "" "In the :guilabel:`Products` tab, click :guilabel:`Add a product` to create a" " new product line. Select a product produced by the subcontractor in the " ":guilabel:`Product` field, and enter the quantity in the " ":guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:187 msgid "" "Finally, click :guilabel:`Confirm Order` to confirm the *subcontractor* " "|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:189 msgid "" "When a |PO| is confirmed for a product that requires dropshipping components" " to a subcontractor, a receipt or dropship order is automatically created, " "and can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst-1 msgid "" "A subcontractor PO for a *Dropship Subcontractor on Order* product, with a Receipt smart\n" "button at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:198 msgid "" "In addition, an |RfQ| is created for the components that are purchased from " "the vendor and sent to the subcontractor. However, the |RfQ| **IS NOT** " "automatically linked to the *subcontractor* |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:201 msgid "" "Once the |RfQ| is confirmed and becomes a *vendor* |PO|, a *Dropship " "Subcontractor* order is created. This order is linked to both the *vendor* " "|PO| and the *subcontractor* |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:205 msgid "Confirm vendor RfQ" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:207 msgid "" "To access the |RfQ| created by confirming the *subcontractor* |PO|, navigate" " to :menuselection:`Purchase app --> Orders --> Requests for Quotation`. " "Select the |RfQ| that lists the correct vendor in the :guilabel:`Vendor` " "field, and the reference number of the receipt that was created after " "confirming *subcontractor* |PO|, in the :guilabel:`Source Document` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:212 msgid "" "On the |RfQ|, the :guilabel:`Deliver To` field reads :guilabel:`Dropship " "Subcontractor`, and the :guilabel:`Dropship Address` field shows the name of" " the subcontractor to whom components are being dropshipped." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:216 msgid "" "Click :guilabel:`Confirm Order` to turn the |RfQ| into a *vendor* |PO|, and " "confirm the purchase of components from the vendor. After doing so, a " ":guilabel:`Dropship` smart button appears at the top of the *vendor* |PO|, " "and a :guilabel:`Resupply` smart button appears at the top of the " "*subcontractor* |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst-1 msgid "" "A vendor PO for the components of a *Dropship Subcontractor on Order* product, with a\n" "Dropship smart button at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:227 msgid "Process Dropship Subcontractor order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:229 msgid "" "Once the components have been delivered to the subcontractor, navigate to " ":menuselection:`Purchase app --> Orders --> Purchase Orders`, and select the" " *vendor* |PO| or the *subcontractor* |PO|. Then, click the " ":guilabel:`Dropship` smart button or the :guilabel:`Resupply` smart button, " "respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:233 msgid "" "Clicking either button opens the *Dropship Subcontractor* order. Click the " ":guilabel:`Validate` button at the top of the order to confirm that the " "subcontractor has received the components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:239 msgid "" "Once the subcontractor has manufactured the finished product, navigate to " ":menuselection:`Purchase app --> Orders --> Purchase Orders`, and select the" " *subcontractor* |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:242 msgid "" "If the subcontracted product should be received into inventory, once the " "product arrives, click the :guilabel:`Receive Products` button at the top of" " the *subcontractor* |PO| to open the receipt. Then, click " ":guilabel:`Validate` at the top of the receipt to register the product into " "inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:246 msgid "" "Alternatively, select the :guilabel:`Receipt` smart button at the top of the" " *subcontractor* |PO|, and click :guilabel:`Validate` at the top of the " "receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:249 msgid "" "If the subcontracted product should be dropshipped, select the " ":guilabel:`Dropship` button at the top of the page to open the dropship " "order, and click :guilabel:`Validate` once the subcontractor has sent the " "product to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_dropship.rst:260 msgid "" "Once the product has been shipped to the customer, navigate to the " ":menuselection:`Sales` app, and select the |SO|. Select the " ":guilabel:`Delivery` smart button at the top of the page to open the " "delivery order, and click :guilabel:`Validate` to confirm that the product " "has been shipped to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:3 msgid "Resupply subcontractor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:13 msgid "" "In Odoo, the *Resupply Subcontractor on Order* route is used to deliver the " "necessary components for a subcontracted product to the subcontractor, each " "time a purchase order (PO) for that product is confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:17 msgid "" "The subcontractor then uses the components to manufacture the desired " "product, before shipping it back to the contracting company, or dropshipping" " it to the end customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:21 msgid "" "It is necessary to understand the differences between the *Resupply " "Subcontractor on Order* and the *Dropship Subcontractor on Order* routes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:24 msgid "" "While both routes are used to supply a subcontractor with the components " "required for manufacturing a product, they differ in how the components are " "sourced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:27 msgid "" "When using *Resupply Subcontractor on Order*, components are shipped from " "the warehouse of the contracting company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:30 msgid "" "When using *Dropship Subcontractor on Order*, components are purchased from " "a vendor and shipped directly to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:33 msgid "" "The choice of which route to use depends upon the specific requirements of " "the subcontracting company and their subcontractors." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:36 msgid "" "See the :doc:`subcontracting_dropship` documentation for a full overview of " "the *Dropship Subcontractor on Order* route." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:42 msgid "" "To use the *Resupply Subcontractor on Order* route, navigate to " ":menuselection:`Manufacturing app --> Configuration --> Settings`, and " "enable the checkbox next to :guilabel:`Subcontracting`, under the " ":guilabel:`Operations` heading." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:46 msgid "" "Once the *Subcontracting* setting is enabled, it is also necessary to " "properly configure the subcontracted product, the product's bill of " "materials (BoM), and the components listed on the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:55 msgid "" "To configure a product for the *Resupply Subcontractor on Order* route, " "navigate to :menuselection:`Inventory app --> Products --> Products`, and " "select a product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:64 msgid "" "The value entered in the :guilabel:`Price` field on the :guilabel:`Purchase`" " tab of the of the subcontracted product's page is the amount paid to the " "subcontractor for the manufacturing of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:68 msgid "" "This does not represent the total cost of the product, which includes other " "elements, like the cost of the product's components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:74 msgid "" "If the finished product is shipped back to the contracting company, make " "sure that the :guilabel:`Buy` route is selected. In addition, select the " ":guilabel:`Replenish on Order (MTO)` route to automatically create a |PO| " "for the product upon confirmation of a sales order (SO), unless there is " "enough stock on-hand to fulfill the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:85 msgid "" "To configure a |BoM| for the *Resupply Subcontractor on Order* route, click " "the :guilabel:`Bill of Materials` smart button on the product's page, and " "select the |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:107 msgid "Configure components" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:109 msgid "" "To configure components for the *Resupply Subcontractor on Order* route, " "navigate to each component from the |BoM| by selecting the component's name " "in the :guilabel:`Components` tab, and clicking the :guilabel:`➡️ (right " "arrow)` button to the right of the name." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:116 msgid "" "On the component product form, click on the :guilabel:`Inventory` tab and " "select the :guilabel:`Resupply Subcontractor on Order` route in the " ":guilabel:`Routes` section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:119 msgid "" "Repeat the process for every component that must be sent to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:122 msgid "Resupply subcontractor on order workflow" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:124 msgid "" "The resupply subcontractor on order workflow consists of up to five steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:126 msgid "" "Create an |SO| for the subcontracted product; doing so creates a |PO| to " "purchase the product from the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:128 msgid "" "Confirm the |PO| created in the previous step, or create a new |PO|; doing " "so creates a *Resupply Subcontractor* order, as well as a receipt order or a" " dropship order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:130 msgid "" "Process the *Resupply Subcontractor* order once components for the " "subcontracted product have been sent to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:132 msgid "" "Process the receipt once the subcontractor has finished manufacturing the " "subcontracted product, and shipped it back to the contracting company **OR**" " process the dropship order to ship the product directly to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:149 msgid "" "While the *Resupply Subcontractor on Order* route can be used to " "automatically resupply a subcontractor upon confirmation of a |PO|, it is " "also possible to create a resupply order manually. This workflow is useful " "when it is necessary to resupply the subcontractor without creating a |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:154 msgid "" "To resupply a subcontractor manually, navigate to the " ":menuselection:`Inventory` app, and click on the :guilabel:`Resupply " "Subcontractor` card. Create a new *Resupply Subcontractor* order by clicking" " :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:158 msgid "" "In the :guilabel:`Delivery Address` field, select the subcontractor to whom " "the components should be sent." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:161 msgid "" "Then, add each component to the :guilabel:`Operations` tab by clicking " ":guilabel:`Add a line`, selecting the component in the :guilabel:`Product` " "drop-down field, and specifying a quantity in the :guilabel:`Demand` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:165 msgid "" "Finally, click :guilabel:`Mark as Todo` to register the order. Once the " "components have been sent to the subcontractor, click :guilabel:`Validate` " "to confirm that the order has been sent." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:187 msgid "" "An |SO| for the product only creates a |PO| if the *Replenish on Order " "(MTO)* route is enabled on the product's page, **and** there is not enough " "stock of the product on-hand to fulfill the |SO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:190 msgid "" "If there is enough stock on-hand, confirming an |SO| for the product instead" " creates a delivery order, because Odoo assumes that the |SO| is fulfilled " "using the stock in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:199 msgid "" "If a |PO| was created in the previous step, navigate to :guilabel:`Purchase " "app --> Orders --> Purchase Orders`, and select the |PO|. Then, click " ":guilabel:`Confirm Order` to confirm it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:210 msgid "" "When a |PO| is confirmed for a product that requires resupplying a " "subcontractor with components, a receipt or dropship order is automatically " "created, and can be accessed from the corresponding :guilabel:`Receipt` or " ":guilabel:`Dropship` smart button that appears at the top of the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:214 msgid "" "In addition, a *Resupply Subcontractor* order is created to ship the " "required components to the subcontractor. This order can also be accessed " "from the |PO|, by clicking the :guilabel:`Resupply` smart button at the top " "of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:223 msgid "" "A PO for a *Resupply Subcontractor on Order* product, with Resupply and Receipt smart\n" "buttons at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:223 msgid "" "A PO for a *Resupply Subcontractor on Order* product, with Resupply and " "Receipt smart buttons at the top of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:227 msgid "Process Resupply Subcontractor order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:229 msgid "" "Once the subcontracted product's components have been sent to the " "subcontractor, navigate to :menuselection:`Purchase app --> Orders --> " "Purchase Orders`, and select the |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:232 msgid "" "Click the :guilabel:`Resupply` smart button at the top of the screen to open" " the *Resupply Subcontractor* order, and click :guilabel:`Validate` to " "confirm that the components have been sent to the subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:236 msgid "" "Alternatively, navigate to the :menuselection:`Inventory` app, click the " ":guilabel:`# To Process` button on the :guilabel:`Resupply Subcontractor` " "card, and select the *Resupply Subcontractor* order. Then, click " ":guilabel:`Validate` to confirm that the components have been sent to the " "subcontractor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:244 msgid "" "Once the subcontractor has finished manufacturing the product, they either " "ship it to the contracting company, or dropship it to the end customer, " "depending on how the product was :ref:`configured " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:272 msgid "" "If the subcontracting workflow was started by a customer |SO|, and the " "finished product was **NOT** dropshipped to the customer, but rather " "delivered to the contracting company, it is necessary to ship the product to" " the customer, and process the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/subcontracting/subcontracting_resupply.rst:276 msgid "" "Once the product has been shipped to the customer, navigate to the " ":menuselection:`Sales` app, and select the |SO|. Select the " ":guilabel:`Delivery` smart button at the top of the page to open the " "delivery order, and click :guilabel:`Validate` on the order to confirm that " "the product has been shipped to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows.rst:5 msgid "Workflows" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:3 msgid "By-Products" msgstr "Produk Sampingan" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:9 msgid "" "When manufacturing certain products, it is common to be left with residual " "materials, in addition to the finished product. These materials are known as" " *by-products*. By specifying the by-products created during manufacturing " "on a product's bill of materials (BoM), the quantity of by-products on-hand " "is tracked by Odoo." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:15 msgid "" "Manufacturing a *rocking chair* requires ten pieces of wood. During " "production, five pieces of *scrap wood* are created, in addition to the " "rocking chair. By designating the scrap wood as a by-product on the rocking " "chair's |BoM|, Odoo tracks the on-hand count of scrap wood, as well as the " "quantity of rocking chairs produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:23 msgid "" "To specify by-products on a product's |BoM|, the *By-Products* setting " "**must** be enabled. To do so, navigate to :menuselection:`Manufacturing app" " --> Configuration --> Settings`, and tick the :guilabel:`By-Products` " "checkbox, located under the :guilabel:`Operations` heading. Then, click " ":guilabel:`Save` to apply the change." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 msgid "The By-Products setting on the Manufacturing app settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:32 msgid "" "With the :guilabel:`By-Products` setting enabled, a :guilabel:`By-products` " "tab appears on product |BoMs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:36 msgid "Add byproduct to BoM" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:38 msgid "" "To add by-products to a |BoM|, navigate to :menuselection:`Manufacturing app" " --> Products --> Bills of Materials`, and select a |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:41 msgid "" "On the |BoM|, select the :guilabel:`By-products` tab. Click :guilabel:`Add a" " line`, and select the by-product in the :guilabel:`By-product` drop-down " "field. In the :guilabel:`Quantity` field, enter the quantity of the by-" "product produced during manufacturing." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:45 msgid "" "If the by-product is produced during a specific operation of a manufacturing" " order (MO), select the operation in the :guilabel:`Produced in Operation` " "field. For example, if a scrap wood by-product is produced during an " "*Assemble* operation, select that operation in the :guilabel:`Produced in " "Operation` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 msgid "The By-Products tab on a BoM, configured with a \"Scrap Wood\" by-product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:55 msgid "Manufacture by-product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:57 msgid "" "When an |MO| is completed and marked as *Done*, Odoo registers the quantity " "of by-products created during the manufacturing process. To create a new " "|MO|, navigate to :menuselection:`Manufacturing app --> Operations --> " "Manufacturing Orders`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:61 msgid "" "In the :guilabel:`Bill of Material` field, select a |BoM| on which by-" "products have been specified. After doing so, the :guilabel:`Product` field " "auto-populates with the corresponding product. Click :guilabel:`Confirm` to " "confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:65 msgid "" "When manufacturing is completed, click the :guilabel:`Produce All` button at" " the top of the |MO|. After doing so, inventory counts update to reflect the" " quantity of by-product(s) produced, as well as the quantity of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst:69 msgid "" "Click the :guilabel:`Product Moves` smart button at the top of the |MO| page" " to see the movements of components and products. Each by-product is listed " "on the resulting :guilabel:`Inventory Moves` page, with the :guilabel:`From`" " column displaying the virtual production location, and the :guilabel:`To` " "column displaying the location where the by-product is stored." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/byproducts.rst-1 msgid "The Product Moves page for an MO with by-products." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:3 msgid "Continuous product improvement" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:13 msgid "" "*Continuous improvement* is a general philosophy intended to help " "individuals and organizations constantly improve themselves and the work " "they produce." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:16 msgid "" "There are a variety of different methodologies that fall under the umbrella " "of continuous improvement. These include kaizen, six sigma, and lean, among " "others. While the specific steps of each method differ, their goal remains " "the same: implement a process by which improvement is a perpetual goal, " "rather than a one-time accomplishment." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:21 msgid "" "The sections below contain details about how Odoo can be used to implement " "four general steps common to many of the most popular continuous improvement" " strategies, with links to documentation about configuring the necessary " "features. The final section details how a specific company might configure " "these Odoo implementations within their organization." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:26 msgid ":ref:`manufacturing/workflows/ci-identify`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:27 msgid ":ref:`manufacturing/workflows/ci-suggest`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:28 msgid ":ref:`manufacturing/workflows/ci-implement`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:29 msgid ":ref:`manufacturing/workflows/ci-review`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:32 msgid "" "Continuous improvement is not a one-size-fits-all methodology. While most " "strategies include between four and six steps, proper implementation " "requires developing a system tailored to the specific needs of each company." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:36 msgid "" "This is not a limitation, but rather a benefit, as it makes the methodology " "flexible enough to adapt to almost any use case. Odoo, in particular, adapts" " well to this flexibility, as it can be configured to meet the needs of " "almost any workflow." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:40 msgid "" "As such, it is important to remember the content below only provides " "*examples* of how Odoo *might* be used. They should be viewed as more of a " "starting point, rather than a concrete outline that every organization must " "follow." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:47 msgid "Identify problems" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:49 msgid "" "Before improvement can begin, it is necessary to determine where improvement" " is necessary. This is where identifying problems comes into play. Two of " "the best Odoo apps for identifying problems with products or processes are " "*Helpdesk* and *Quality*." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:54 msgid "Helpdesk" msgstr "Helpdesk" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:56 msgid "" "The *Helpdesk* app is useful for receiving feedback from outside of the " "organization, like from clients or customers. This is accomplished by " "implementing one (or more) of the methods for :doc:`receiving tickets " "<../../../services/helpdesk/overview/receiving_tickets>`, including email " "aliases, live chat conversations, and website forms." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:61 msgid "" "Using these methods, customers can submit feedback about problems, which is " "then reviewed by a member of a :doc:`helpdesk team " "<../../../services/helpdesk>`. Depending on the outcome of the review, the " "team member may decide to take further action to ensure the issue is " "addressed. This can include creating a :doc:`quality alert " "<../../quality/quality_management/quality_alerts>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:67 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:93 #: ../../content/applications/inventory_and_mrp/quality.rst:7 msgid "Quality" msgstr "Kualitas" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:69 msgid "" "The *Quality* app is useful for receiving feedback from *within* the " "organization, like from employees." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:72 msgid "" "One method for accomplishing this is to set up a :doc:`quality control point" " <../../quality/quality_management/quality_control_points>` (QCP). A |QCP| " "is used to automatically create quality checks at regular intervals, " "prompting employees to inspect, and confirm, the quality of a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:77 msgid "" "If an issue is found, an employee can then create a :doc:`quality alert " "<../../quality/quality_management/quality_alerts>` to notify a quality team." " Quality alerts can also be created independent of a |QCP|, in the event " "that an employee discovers an issue without being prompted to check for one." " This is a great way for customer support employees to notify a quality team" " of an issue brought to their attention by a customer ticket." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:86 msgid "Suggest improvements" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:88 msgid "" "Once a problem is identified, the next step is to put forward ideas for how " "to address the problem. As with identifying problems, the *Quality app* is " "also useful for suggesting improvements. In addition, the *PLM* (*Product " "Lifecycle Management*) app can be used for this purpose, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:95 msgid "" "When creating a :doc:`quality alert " "<../../quality/quality_management/quality_alerts>` to bring an issue to the " "attention of a quality team, the :guilabel:`Corrective Actions` and " ":guilabel:`Preventive Actions` tabs can be used to provide feedback about " "how the issue can be addressed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:100 msgid "" "The :guilabel:`Corrective Actions` tab is used to suggest a method for " "fixing items affected by the issue. For example, `Screw the bolts on " "tighter, so the seat stays in place`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:103 msgid "" "The :guilabel:`Preventive Actions` tab is used to suggest a method for " "preventing the issue from occurring in the future. For example, `Do not " "tighten the screws too much, or they will be stripped`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:107 msgid "" "The quality team that reviews the alert sees these suggested actions, and " "can take them into account when deciding how to address the issue." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:111 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:132 msgid "PLM" msgstr "PLM" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:113 msgid "" "The |PLM| app is used to manage the lifecycle of a product from its " "introduction through each successive version. As such, it is useful for " "testing ideas for product improvements." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:116 msgid "" "Using :doc:`engineering change orders " "<../../plm/manage_changes/engineering_change_orders>`, product management " "teams can create new iterations of product |BoMs|, adding or removing " "specific components or operations, as needed. The products created using " "these |BoMs| are put through a review process to confirm the effectiveness " "of the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:124 msgid "Implement strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:126 msgid "" "Implementing strategies involves putting the proposed solutions from the " "suggest improvements step into action. The |PLM| app continues to be useful " "during this step, as it can be configured to make |BoM| updates. The *Field " "Service* app can also be used by certain companies to make improvements to " "products that have already been sold to customers." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:134 msgid "" "Once |BoM| changes have gone through the proper review process, they can be " "approved, and the updated |BoM| put into use. This is accomplished by " "configuring one of the |ECO| review stages to :ref:`apply the changes " "` made to the |BoM|, at which point the updated |BoM|" " becomes available for new |MOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:139 msgid "" "Product |BoMs| can continue to be updated, as needed. The :doc:`version " "control <../../plm/manage_changes/version_control>` features of the |PLM| " "app allow for easy management of all versions of a given |BoM|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:144 msgid "Field Service" msgstr "Layanan Lapangan" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:146 msgid "" "The |PLM| app is a great way to make changes to product |BoMs|. However, " "these changes only affect products produced using the new |BoM|. If a " "defective product has already been sold to a customer, it may be necessary " "to repair (or update) that product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:150 msgid "" "In such a case, the *Field Service* app can be used to schedule :doc:`onsite" " interventions <../../../services/field_service/creating_tasks>`. These " "interventions allow service technicians (or other employees) to be sent to a" " customer's location to address an issue with a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:158 msgid "Review actions" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:160 msgid "" "Reviewing actions is where the \"continuous\" part of continuous improvement" " comes into play, as it allows an organization to evaluate the decisions " "made in the previous steps. As such, this step is, essentially, returning to" " the beginning of the process, so that additional problems can be identified" " and addressed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:165 msgid "" "This means that the *Helpdesk* and *Quality* apps should be used again to " "receive customer and employee feedback. Another app that may be useful at " "this stage is the *Surveys* app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:169 msgid "Surveys" msgstr "Survei" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:171 msgid "" "After implementing changes to a product or process, it may be wise to " "solicit customers for their feedback directly, rather than waiting to hear " "from them of their own volition. This may bring to light feedback that " "customers may have otherwise neglected to share." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:175 msgid "" "One of the best ways to accomplish this is through the :doc:`Surveys " "<../../../marketing/surveys>` app. Creating a survey, and sending it to " "customers who receive an updated product, increases the likelihood of " "receiving relevant feedback about the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:179 msgid "Example workflow: coat rack product improvement" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:182 msgid "" "*Wood Hut* is a manufacturer of fine wood products. They are committed to " "manufacturing products of the highest-possible quality, and are always " "looking for ways to improve the products they sell, along with the processes" " used to create them." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:186 msgid "" "Wood Hut uses the Odoo platform to manage every element of their production," " fulfillment, and customer satisfaction processes. They have developed a " "custom product improvement workflow that incorporates the Helpdesk, Quality," " PLM, and Manufacturing apps." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:190 msgid "" "One of Wood Hut's most popular products is their *coat rack*. It's made " "entirely of oak, and customers describe it as \"sleek and elegant.\" " "However, recent customer feedback about the coat rack has brought attention " "to quality issues that necessitate revising the current manufacturing " "process." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:195 msgid "" "The product revision workflow begins when the customer service team receives" " a ticket in the Helpdesk app from a customer having problems with the coat " "rack she purchased. The customer, Abigail Peterson, has found that her coat " "rack falls over when more than five coats are hanging from it. This is a " "major issue, as the coat rack has enough dowels for six coats." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst-1 msgid "A Helpdesk ticket about an issue with the coat rack product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:204 msgid "" "Marc, the customer service employee assigned to the helpdesk ticket, opens " "the Quality app, and creates a new quality alert. He tags the *Production " "Quality Team* and assigns Julie Andreson as the quality employee responsible" " for the alert." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:208 msgid "" "Julie reviews the alert, and consults with her team about the best course of" " action. They decide that it is necessary to revise the product's |BoM| to " "prevent the issue from occurring in the future, which Julie notes in the " ":guilabel:`Corrective Actions` tab of the quality alert." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst-1 msgid "A quality alert created about the issue with the coat rack product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:216 msgid "" "Then, Julie messages product engineer, Joe Kazan in the chatter of the " "quality alert to bring it to his attention. Joe opens the |PLM| app and " "creates a new |ECO|, noting the problem with the coat rack, and suggesting " "that a change to the product's |BoM| may be necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst-1 msgid "An ECO created to update the coat rack product's BoM." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:224 msgid "" "Joe clicks :guilabel:`Start Revision`, and then the :guilabel:`Revision` " "smart button to open version two of the coat rack's |BoM|. This |BoM| was " "created alongside the |ECO|, and remains archived until it is approved." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:228 msgid "" "After some testing, Joe discovers that adding a metal *support rod* to the " "coat rack strengthens it, allowing the rack to hold six or more coats " "without falling over. He updates the |BoM| to include the support rod as one" " of the components, and adds an extra operation to make sure it is installed" " during the manufacturing process. Finally, he leaves a message in the " "chatter of the |ECO|, letting his manager, Jose, know that it is ready for " "review." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst-1 msgid "The coat rack BoM, updated to add an extra component and operation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:238 msgid "" "Jose reviews the changes, and confirms they are an effective method for " "addressing the problem with the coat rack. He moves the |ECO| to the " "*Approved* stage, which makes version two of the coat rack |BoM| the current" " version." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:242 msgid "" "Now, each time an |MO| is created to produce a coat rack, the updated |BoM| " "is automatically selected. Wood Hut begins producing the improved coat rack," " and customer feedback confirms that the new version has addressed the " "problem with its predecessor." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst:246 msgid "" "Using the Odoo platform, Wood Hut has implemented an end-to-end product " "improvement process. Since the essential elements of this process (customer " "feedback, quality control, etc.) are always functioning, it can be reused to" " continuously update products and processes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:3 msgid "Manufacture with lots and serial numbers" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:8 msgid "" "In Odoo, *lot numbers* and *serial numbers* are used to identify and track " "products in Odoo. Serial numbers are used to assign unique numbers to " "individual products, while lot numbers are used to assign a single number to" " multiple units of a specific product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:12 msgid "" "When manufacturing products tracked using lots or serial numbers, Odoo " "requires the lot or serial number to be assigned to each product before " "manufacturing can be completed. This ensures that each product is properly " "tracked from the moment it enters inventory." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:17 msgid "Configure products for tracking" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:19 msgid "" "By default, Odoo tracks the quantity of each product on hand, but does not " "track individual units of a product. Lot or serial number tracking must be " "enabled for each product individually." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:22 msgid "" "To track a product using lots or serial numbers, begin by navigating to " ":menuselection:`Inventory --> Configuration --> Settings`, then scroll down " "to the :guilabel:`Traceability` section, and tick the :guilabel:`Lots & " "Serial Numbers` checkbox. Finally, click :guilabel:`Save` to save the " "change." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:26 msgid "" "Next, click on :menuselection:`Products --> Products`, and select a product " "to track. Make sure the :guilabel:`Track Inventory` checkbox is ticked in " "the :guilabel:`General Information` tab. Since lot and serial number " "functionality is enabled, a drop-down menu appears next to the ticked " "checkbox." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:30 msgid "" "Click on the :guilabel:`Track Inventory` drop-down menu. By default, " ":guilabel:`By Quantity` is selected, which only tracks the quantity on hand." " Select :guilabel:`By Lots` to track the product using lot numbers, or " ":guilabel:`By Unique Serial Number` to track the product using serial " "numbers." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:35 msgid "" ":doc:`Lots <../../inventory/product_management/product_tracking/lots>` " ":doc:`Serial numbers " "<../../inventory/product_management/product_tracking/serial_numbers>`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:39 msgid "Lot number manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:41 msgid "" "To manufacture a product tracked with lots, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Click :guilabel:`New` to create a new manufacturing order (MO)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:45 msgid "" "In the :guilabel:`Product` field, select a product tracked using lots, and " "enter the desired :guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm" " the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:48 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:76 msgid "" "Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in" " the top section of the |MO| form. By default, this field is empty." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:51 msgid "" "To populate the :guilabel:`Lot/Serial Number` field with a lot number, click" " the :icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the " "field. Doing so automatically generates a lot, using the next available " "number, and enters it in the field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:55 msgid "" "Alternatively, click on the :guilabel:`Lot/Serial Number` field and select " "an existing lot number, or manually enter a new lot number and click " ":guilabel:`Create \"#\"` in the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst-1 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst-1 msgid "The \"Lot/Serial Number\" field on an MO." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:61 msgid "" "Either of these methods assign the product(s) in the |MO| a lot number " "before production is finished. It is also possible to complete production " "and close the |MO| by clicking :guilabel:`Produce All`, without assigning a " "lot number. Doing so automatically generates and assigns a lot, using the " "next available number." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:67 msgid "Serial number manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:69 msgid "" "To manufacture a product tracked with serial numbers, begin by navigating to" " :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Click :guilabel:`New` to create a new |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:73 msgid "" "In the :guilabel:`Product` field, select a product tracked using serial " "numbers, and enter the desired :guilabel:`Quantity`. Click " ":guilabel:`Confirm` to confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:79 msgid "" "The rest of the manufacturing process depends on how many units the |MO| " "contains." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:82 msgid "Manufacture single unit" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:84 msgid "" "If a single unit of the product is being manufactured, clicking " ":guilabel:`Produce All` closes the |MO|, and automatically generates and " "assigns the next available serial number, which appears in the " ":guilabel:`Lot/Serial Number` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:88 msgid "" "To assign a serial number without closing the |MO|, enter a number manually " "in the :guilabel:`Lot/Serial Number` field, and click :guilabel:`Create " "\"#\"`, or click the :icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the" " right of the field to auto-fill it with the next available number." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:97 msgid "Manufacture multiple units" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:100 msgid "" "When manufacturing a product tracked using serial numbers, an |MO| can be " "created for multiple units. However, when serial numbers are assigned to " "each unit, either at the end of production or before, the |MO| is split into" " multiple |MOs|, each containing one unit of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:104 msgid "" "Each of the split |MOs| is identified by a numerical tag added to the end of" " the original |MO| number." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:108 msgid "" "|MO| `WH/MO/00109` contains two units of a `Chair`, a product tracked using " "serial numbers. A serial number is assigned to each unit of the chair. This " "causes the |MO| to be split into two |MOs|, each containing one unit of the " "chair. The |MOs| are titled `WH/MO/00109-001` and `WH/MO/00109-002`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:113 msgid "" "To assign serial numbers to each unit of an |MO|, click :guilabel:`Produce " "All` to open the :guilabel:`Batch Production` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:116 msgid "" "The :guilabel:`First Lot/SN` field of the pop-up window is auto-filled with " "the next available serial number. The :guilabel:`Number of SN` field " "defaults to the number of units being manufactured. The values of either " "field can be changed manually." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:120 msgid "" "Click :guilabel:`Generate` to generate the specified number of serial " "numbers, beginning with the number entered in the :guilabel:`First Lot/SN` " "field. The serial numbers are displayed in the text box at the bottom of the" " pop-up window, and can be manually changed after generation." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:124 msgid "" "To assign serial numbers without completing production, click the " ":guilabel:`Prepare MO` button. Doing so splits the |MO| into individual " "|MOs|, one for each unit in the original |MO|. Each |MO| is left open, and " "can be closed individually." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:128 msgid "" "To assign serial numbers and complete production, click the " ":guilabel:`Produce` button. Doing so splits the |MO| into individual |MOs|, " "one for each unit in the original |MO|. All of the |MOs| are closed, since " "production is complete." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst-1 msgid "" "The \"Batch Production\" pop-up window, from which serial numbers can be " "assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst:135 msgid "" "After clicking :guilabel:`Prepare MO` or :guilabel:`Produce`, the " ":menuselection:`Manufacturing` app automatically shows the first of the " "split |MOs| (ex. `WH/MO/00109-001`). To view and access the rest the split " "|MOs|, click the :guilabel:`Backorders` smart button at the top of the " "screen." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:3 msgid "Manufacturing backorders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:7 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/workflows/manufacturing_backorders.rst:11 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/workflows/manufacturing_backorders.rst:16 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/workflows/manufacturing_backorders.rst:20 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/workflows/manufacturing_backorders.rst:24 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/workflows/manufacturing_backorders.rst:30 msgid "Create a manufacturing backorder" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:32 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/workflows/manufacturing_backorders.rst:36 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/workflows/manufacturing_backorders.rst:40 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/workflows/manufacturing_backorders.rst-1 msgid "The quantity field on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:47 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/workflows/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/workflows/manufacturing_backorders.rst:56 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/workflows/manufacturing_backorders.rst:60 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/workflows/manufacturing_backorders.rst:65 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/workflows/manufacturing_backorders.rst:69 msgid "Create a backorder in Shop Floor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:71 msgid "" "Backorders for manufacturing orders can also be created from the *Shop " "Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:74 msgid "" "In order to use the *Shop Floor* module, the *Work Orders* setting must be " "enabled. To do so, navigate to :menuselection:`Manufacturing --> " "Configuration --> Settings`, enable the :guilabel:`Work Orders` checkbox, " "and then click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:78 msgid "" "To create a backorder from the *Shop Floor* module, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an |MO| for multiple units of a product, for which a backorder needs " "to be created." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:82 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:121 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:133 #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:129 msgid "" "On the |MO|, select the :guilabel:`Work Orders` tab, and then click the " ":guilabel:`Open Work Order (external link icon)` button on the line of the " "work order to be processed. On the resulting :guilabel:`Work Orders` pop-up " "window, click the :guilabel:`Open Shop Floor` button to open the *Shop " "Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:87 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:80 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:126 #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:138 msgid "" "When accessed from a specific work order, the *Shop Floor* module opens to " "the page for the work center where the order is configured to be processed, " "and isolates the work order's card so that no other cards are shown." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:91 msgid "" "Complete the steps on the work order's card until the :guilabel:`Register " "Production` step is reached, and then click on it to open the " ":guilabel:`Register Production` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:95 msgid "" "Do **not** click the :guilabel:`# Units` button on the right side of the " "step. Doing so automatically registers the full amount of units as having " "been produced." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:98 msgid "" "On the :guilabel:`Register Production` pop-up window, enter the number of " "units produced in the :guilabel:`Quantity` field. Make sure the number " "entered is *less* than the number of units listed to the right of the field." " Then, click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst-1 msgid "The Register Production pop-up window in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:106 msgid "" "The pop-up window disappears and the :guilabel:`# Units` button on the work " "order's card updates to reflect the number of units produced, as a fraction " "of the number of units for which the |MO| was originally created." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:110 msgid "" "Next, click the :guilabel:`Mark as Done` button at the bottom-right of the " "work order's card. The work order card begins to fade away. Once it " "disappears completely, a new work order card appears, titled with the " "original |MO|'s reference number with a `-002` tag added to the end of it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:114 msgid "" "This new reference number represents the backorder |MO|. The original |MO|'s" " reference number now appears with a `-001` tag added to the end of it to " "distinguish it from the backorder |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:117 msgid "" "If the original |MO| has no remaining work orders, it can be closed by " "selecting the :guilabel:`All` filter in the top navigation of the *Shop " "Floor* module, and then clicking :guilabel:`Close Production` at the bottom " "of the |MO|'s card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:121 msgid "" "If the original |MO| has remaining work orders that must be completed before" " it can be closed, cards for these work orders appear on the *Shop Floor* " "pages for the work centers where they are configured to be carried out. They" " can be processed as normal, and additional backorders can be created from " "their work order cards using the instructions detailed in this section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:126 msgid "" "Once the current work order for the backorder |MO| is ready to be processed," " this can also be completed as normal, and an additional backorder can be " "created from its work order card by following the instructions detailed in " "this section." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:130 msgid "" "After the final work order for the backorder |MO| has been completed, the " "|MO| can be closed by clicking the :guilabel:`Close Production` button at " "the bottom of the work order's card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:3 msgid "Scrap during manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:7 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/workflows/scrap_manufacturing.rst:11 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/workflows/scrap_manufacturing.rst:17 msgid "" "For more information, see the documentation about the different types of " ":doc:`locations <../../inventory/warehouses_storage/inventory_management>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:20 msgid "" "Components can be scrapped from both the *Manufacturing* app and the *Shop " "Floor* module, before the associated manufacturing order (MO) is closed. " "Finished products can only be scrapped from the *Manufacturing* app, and " "only after closing the associated |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:25 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/manufacturing/workflows/scrap_manufacturing.rst:29 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/workflows/scrap_manufacturing.rst:37 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:75 msgid "Scrap pop-up window" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:39 msgid "" "Scrapping components and finished products is done through the " ":guilabel:`Scrap` pop-up window. The pop-up window can be accessed from an " "|MO| in the backend, or the *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:43 msgid "Scrap component from Manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:45 msgid "" "To scrap a component from an |MO|, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " "then select an |MO|. At the top of the |MO|, click the :guilabel:`Scrap` " "button to open the :guilabel:`Scrap` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:50 msgid "Scrap finished product from Manufacturing" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:52 msgid "" "To scrap a finished product from an |MO|, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an open |MO|, and then click the :guilabel:`Produce All` button to " "close it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:56 msgid "" "To select an |MO| that has already been closed, navigate to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, " "remove the :guilabel:`To Do` filter from the :guilabel:`Search...` bar, and " "then select the desired |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:60 msgid "" "Once closed, click the :guilabel:`Scrap` button at the top of the |MO| to " "open the :guilabel:`Scrap` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:64 msgid "Scrap component from Shop Floor" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:66 msgid "" "To scrap a component from the *Shop Floor* module, begin by navigating to " ":menuselection:`Shop Floor`. Then, either click the :guilabel:`⋮ (three " "vertical dots)` button on an |MO| card, or select a work center from the top" " navigation, and click the :guilabel:`⋮ (three vertical dots)` button on a " "work order card." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:71 msgid "" "Either method opens the :guilabel:`What do you want to do?` pop-up window. " "Click the :guilabel:`Scrap` button on the window to open the " ":guilabel:`Scrap` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:77 msgid "" "After opening the scrap pop-up window using one of the methods " ":ref:`detailed above `, select the " "component or finished product being scrapped, from the :guilabel:`Product` " "drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:81 msgid "In the :guilabel:`Quantity` field, enter the quantity being scrapped." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:83 msgid "" "By default, the :guilabel:`Source Location` field is set to the warehouse's " "pre-production location, while the :guilabel:`Scrap Location` field is set " "to the :guilabel:`Virtual Locations/Scrap` location. If either the source or" " scrap location should be changed, select a different location from their " "respective drop-down menus." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:88 msgid "" "Enable the :guilabel:`Replenish Scrapped Quantities` checkbox if a picking " "order should be created to replace the scrapped component(s) upon " "confirmation of the scrap order. This option should only be enabled for " "warehouses with :doc:`two-step <../basic_setup/two_step_manufacturing>` or " ":doc:`three-step <../basic_setup/three_step_manufacturing>` manufacturing " "enabled, since components are not picked as part of the :doc:`one-step " "<../basic_setup/one_step_manufacturing>` manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst-1 msgid "The Scrap pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:99 msgid "" "Click the :guilabel:`Scrap` button to scrap the selected component. After " "one or more scrap orders have been created, a :guilabel:`Scraps` smart " "button appears at the top of the screen. Click it to view a list of all " "scrap orders for the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/scrap_manufacturing.rst:103 msgid "" "If a picking order was automatically created to replenish the scrapped " "components, it can be accessed by opening the :menuselection:`Inventory` " "app, clicking the :guilabel:`# To Process` button on the :guilabel:`Pick " "Components` card, and selecting the order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/split_merge.rst:3 msgid "Split and merge manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/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/workflows/split_merge.rst:17 msgid "Split manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/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/workflows/split_merge.rst-1 msgid "The Settings and Split buttons on a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/split_merge.rst-1 msgid "The Split production pop-up window for a manufacturing order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/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/workflows/split_merge.rst:52 msgid "Merge manufacturing orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/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/workflows/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/workflows/split_merge.rst-1 msgid "The Actions and Merge buttons on the Manufacturing Orders page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/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/workflows/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/workflows/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/workflows/unbuild_orders.rst:3 msgid "Unbuild orders" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:7 msgid "" "In some cases, it is necessary to dismantle manufactured products into their" " individual components. This may be required if too many units of a product " "were built, or if the components of one product must be reclaimed to use in " "the manufacturing of another." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:11 msgid "" "In Odoo *Manufacturing*, products can be dismantled, and their components " "returned to inventory, using *unbuild orders*. By using unbuild orders to " "accomplish this task, inventory counts for the finished product and its " "components remain accurate, based on the quantity of products dismantled, " "and the quantity of components reclaimed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:17 msgid "Create unbuild order" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:19 msgid "" "A new unbuild order can be created by navigating to " ":menuselection:`Manufacturing app --> Operations --> Unbuild Orders`, and " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:22 msgid "" "Begin filling out the new unbuild order by selecting a :guilabel:`Product` " "to unbuild. After doing so, the :guilabel:`Bill of Material` field auto-" "populates with the corresponding bill of materials (BoM). If a different " "|BoM| should be used, click on the :guilabel:`Bill of Material` field, and " "select it from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:27 msgid "" "Alternatively, a specific |BoM| can be selected in the :guilabel:`Bill of " "Material` field before selecting a product, which causes the corresponding " "product to auto-populate in the :guilabel:`Product` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:31 msgid "" "Next, specify the :guilabel:`Quantity` of the product that is being unbuilt." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:33 msgid "" "If the product being unbuilt was originally manufactured in a specific " "manufacturing order (MO), select it in the :guilabel:`Manufacturing Order` " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:36 msgid "" "In the :guilabel:`Source Location` field, select the location where the " "product being unbuilt is currently stored." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:39 msgid "" "In the :guilabel:`Destination Location` field, select the location where the" " reclaimed components are stored after the unbuild order is completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:42 msgid "" "If the *Lots & Serial Numbers* feature is enabled in the settings of the " "*Inventory* app, a :guilabel:`Lot/Serial Number` field appears on the " "unbuild order, which can be used to specify the lot(s) or serial number(s) " "of the product being unbuilt, if any are assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:46 msgid "" "If the Odoo database has been configured with multiple companies, a " ":guilabel:`Company` field appears on the unbuild order, which can be used to" " specify the company that owns the product being unbuilt." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:50 msgid "" "Finally, once the product has been unbuilt, click the :guilabel:`Unbuild` " "button at the top of the order to confirm that it has been completed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst-1 msgid "A filled-out unbuild order." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:58 msgid "" "While it is possible to create unbuild orders for products that have zero " "(or fewer) units on-hand, this is not advised, since it can lead to " "inventory inconsistencies." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:61 msgid "" "If an unbuild order is created for a product with zero (or fewer) units on-" "hand, a pop-up window appears, warning the user that there is an " "insufficient quantity to unbuild." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:64 msgid "" "To ignore the warning, and proceed with the unbuild order, click " ":guilabel:`Confirm` at the bottom of the pop-up window. To return to the " "unconfirmed unbuild order, click :guilabel:`Discard`, instead." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:0 msgid "" "The insufficient quantity pop-up that appears after trying to confirm an unbuild order\n" "for a product with zero or fewer units on hand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:73 msgid "" "After completing an unbuild order, inventory counts automatically update, " "based on the quantity of products unbuilt, and the quantity of components " "reclaimed." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:77 msgid "" "A `Coat Rack` product is comprised of one `Wooden Pole` component and six " "`Wooden Dowel` components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:80 msgid "" "An unbuild order is created for one unit of the `Coat Rack`. Once the order " "is completed, the on-hand quantity of `Coat Racks` decreases by one, while " "the on-hand quantities of `Wooden Poles` and `Wooden Dowels` increase by one" " and six, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:85 msgid "Scrap unusable components" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/unbuild_orders.rst:87 msgid "" "In some cases, components may be unusable after the unbuilding process is " "completed. To ensure that inventory counts accurately reflect the quantity " "of usable components on-hand, any component that can no longer be used " "should be removed from inventory using a :doc:`scrap order " "<../../inventory/warehouses_storage/inventory_management/scrap_inventory>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:16 msgid "" "In Odoo's *Manufacturing* app, the *master production schedule* (MPS) is " "used to manually plan manufacturing orders (MOs) and purchase orders (POs), " "based on forecasted quantities of products and components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:20 msgid "" "By considering the impact of confirmed |MOs| and |POs|, along with manually " "adjusted demand forecasts, the |MPS| can be used to manage long-term product" " replenishment. This ensures the continued availability of the necessary " "products and components." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:24 msgid "" "Since the |MPS| allows for manual intervention, it is useful for " "replenishing products where the demand of existing sales orders (SOs) does " "**not** reflect probable future demand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:28 msgid "" "A retail store sells artificial *Christmas trees* during the holiday season." " It is currently September, and the store has less than ten Christmas tree " "|MOs| confirmed for the month of December." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:32 msgid "" "Despite the number of confirmed |MOs|, the procurement manager knows that " "the demand for Christmas trees in December is going to be much higher, once " "the holiday season starts. As a result, they manually enter a greater demand" " in the |MPS|, so they can properly replenish the product in time for the " "increase in customer demand." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:38 msgid "" "It is essential to remember that the |MPS| is a **MANUAL** tool. Adding a " "product to the |MPS| does not cause it to be manufactured or purchased " "automatically. The |MPS| simply suggests the amount of the product that " "should be replenished, but requires user input to create the |MOs| or |POs| " "that are used to replenish it." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:43 msgid "" "For this reason, it is recommended that the |MPS| **NOT** be used alongside " "reordering rules for the same product. Because reordering rules are an " "automated workflow, they conflict with the manual replenishment method of " "|MPS|. Using both, in unison, can lead to inaccurate forecasts and the " "creation of unnecessary replenishment orders." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:49 msgid "Enable and configure |MPS|" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:51 msgid "" "To use the |MPS| feature, navigate to :menuselection:`Manufacturing app --> " "Configuration --> Settings`, and tick the :guilabel:`Master Production " "Schedule` checkbox in the :guilabel:`Planning` section. Finally, click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:55 msgid "" "After enabling the :guilabel:`Master Production Schedule` feature, two new " "fields appear under it on the :guilabel:`Settings` page: :guilabel:`Time " "Range` and :guilabel:`Number of Columns`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:58 msgid "" "The :guilabel:`Time Range` field is used to select the period of time over " "which planning takes place, and offers three options: :guilabel:`Monthly`, " ":guilabel:`Weekly`, and :guilabel:`Daily`. For example, if " ":guilabel:`Monthly` is selected, the |MPS| plans the production requirements" " of products and components on a monthly basis." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:63 msgid "" "The :guilabel:`Number of Columns` field is used to specify the quantity of " "the selected :guilabel:`Time Range` units shown on the |MPS| page. For " "example, if the :guilabel:`Time Range` field is set to :guilabel:`Monthly`, " "and `12` is entered in the :guilabel:`Number of Columns` field, the |MPS| " "shows one column for the next 12 months, starting with the current month." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:68 msgid "" "If the values of the :guilabel:`Time Range` or :guilabel:`Number of Columns`" " fields are altered, click :guilabel:`Save` again to save the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst-1 msgid "The MPS setting in the Manufacturing app's settings." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:76 msgid "|MPS| dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:78 msgid "" "To open the |MPS|, navigate to :menuselection:`Manufacturing app --> " "Planning --> Master Production Schedule`. The |MPS| view appears as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst-1 msgid "The Master Production Schedule in the Manufacturing app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:85 msgid "" "The grey column on the left side of the screen shows a section for every " "product added to the |MPS|, with each product section being broken down into" " smaller rows. The information shown in the rows depends on the filters " "selected in the :guilabel:`Search...` bar drop-down menu at the top of the " "page. The default categories that appear in the rows are:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:90 msgid "" ":guilabel:`[Product] by [unit]` :icon:`fa-area-chart`: the forecasted stock " "quantity at the beginning of each time period. :guilabel:`[Product]` and " ":icon:`fa-area-chart` are selectable buttons which open the product's page, " "or the forecast report for the product, respectively." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:93 msgid "" ":guilabel:`- Forecasted Demand`: the demand forecast, which is entered " "manually. This represents an estimate of the demand for the product during " "each time period." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:95 msgid "" ":guilabel:`- Indirect Demand Forecast`: while this is a default category, it" " **only** appears for products that are components of other products. It " "represents the demand for the component from existing MOs." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:98 msgid "" ":guilabel:`+ Suggested Replenishment`: the quantity of the product that is " "suggested to be replenished through |MOs| or |POs|. To the right of the " "category title is a :guilabel:`Replenish` button, which is used to manually " "replenish the product, based on the quantity suggested to be replenished." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:0 msgid "The Replenish button on the \"+ Suggested Replenishment\" row." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:107 msgid "The \"Replenish\" button on the \"+ Suggested Replenishment\" row." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:109 msgid "" ":guilabel:`= Forecasted Stock`: the quantity of the product forecasted to be" " in stock at the end of each time period, assuming that suggested " "replenishment numbers are fulfilled." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:112 msgid "Altogether, these default categories form an equation:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:114 msgid "" "\\text{Forecasted Demand} + \\text{Suggested Replenishment} = \\text{Forecasted Stock}\n" "\n" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:117 msgid "" "In the case of components, the :guilabel:`Indirect Demand Forecast` is taken" " into account as well." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:119 msgid "" "The :guilabel:`- Forecasted Demand` and :guilabel:`+ Suggested " "Replenishment` fields can be edited for any of the time periods to the right" " of the product column. Doing so changes the equation, and updates the value" " displayed in the :guilabel:`Forecasted Stock` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:123 msgid "" "Changing the value in the :guilabel:`+ Suggested Replenishment` field also " "makes an :icon:`fa-times` :guilabel:`(reset)` button appear to the left of " "the field. Click the :icon:`fa-times` :guilabel:`(reset)` button next to the" " field to reset its value back to the one calculated by the |MPS|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:129 msgid "" "While the |MPS| can be used with only the default categories enabled, it is " "advisable to also enable the :guilabel:`Actual Demand` category. This is " "done by clicking the :icon:`fa-caret-down` :guilabel:`(down arrow)` on the " "right side of the :guilabel:`Search...` bar, and enabling the " ":guilabel:`Actual Demand` option under the :guilabel:`Rows` header." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:134 msgid "" "With the :guilabel:`Actual Demand` option enabled, the :guilabel:`- " "Forecasted Demand` category changes to the :guilabel:`- Actual / Forecasted " "Demand` category. In addition to the manually entered forecasted demand, " "this category also displays the confirmed demand for the product, which is " "based on confirmed |SOs|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:139 msgid "" "Each column to the right of the products column lists one unit of the time " "period selected in the *Time Range* field on the *Manufacturing* app " "*Settings* page (ex. months). The number of time period columns corresponds " "to the value entered in the *Number of Columns* field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:143 msgid "" "The first time period column represents the current time period. For " "example, if the |MPS| is configured to use months, the first column displays" " data for the current month. On this first column, the :guilabel:`+ " "Suggested Replenishment` field appears in one of five colors:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:147 msgid "" ":guilabel:`Green`: a replenishment order must be generated to keep stock at " "the :guilabel:`Safety Stock Target`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:149 msgid "" ":guilabel:`Gray`: a replenishment order has already been generated to keep " "stock at the :guilabel:`Safety Stock Target`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:151 msgid "" ":guilabel:`Yellow`: a replenishment order has already been generated, but " "the quantity it was created for is not enough to keep stock at the " ":guilabel:`Safety Stock Target`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:153 msgid "" ":guilabel:`Red`: a replenishment order has already been generated, but the " "quantity it was created for puts the amount of stock above the " ":guilabel:`Safety Stock Target`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:156 msgid "" "The :guilabel:`+ Suggested Replenishment` field appears white, if no " "replenishment order has been generated, and it is not necessary to generate " "one at the current moment." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:160 msgid "Add a product" msgstr "Tambahkan produk" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:162 msgid "" "To use |MPS| to manage the replenishment of a product, navigate to " ":menuselection:`Manufacturing app --> Planning --> Master Production " "Schedule`. At the top of the |MPS| page, click :guilabel:`Add a Product` to " "open the :guilabel:`Add a Product` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:167 msgid "" "Products **must** be properly configured to be replenished through the " "|MPS|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:169 msgid "" "In the case of manufactured products, the *Manufacture* route must be " "selected in the *Routes* section of the *Inventory* tab, on the product's " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:172 msgid "" "In the case of products that are purchased, the *Buy* route must be selected" " in the *Routes* section of the *Inventory* tab, on the product's form. " "Additionally, a vendor and the price they sell the product for must also be " "specified on the *Purchase* tab." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:176 msgid "" "On the pop-up window, select the product to add in the :guilabel:`Product` " "drop-down menu. If the product is replenished through manufacturing, select " "the product's |BoM| in the :guilabel:`Bill of Materials` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:181 msgid "" "Selecting a BoM when adding a product to the |MPS| also adds any components " "listed on the BoM. If it is not necessary to manage the replenishment of " "components through the |MPS|, simply leave the :guilabel:`Bill of Materials`" " field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:185 msgid "" "If the database is configured with multiple warehouses, a " ":guilabel:`Production Warehouse` field appears on the :guilabel:`Add a " "Product` pop-up window. Use this field to specify which warehouse the " "product is replenished to." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:189 msgid "" "In the :guilabel:`Safety Stock Target` field, specify the minimum quantity " "of the product that should be kept available for orders at all times. For " "example, if there should always be 20 units of the product available for " "order fulfillment, enter `20` in the :guilabel:`Safety Stock Target` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:194 msgid "" "In the :guilabel:`Minimum to Replenish` field, enter the minimum product " "quantity for orders created to replenish the product. For example, if `5` is" " entered in this field, replenishment orders for the product include a " "minimum of five units." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:198 msgid "" "In the :guilabel:`Maximum to Replenish` field, enter the maximum product " "quantity for orders created to replenish the product. For example, if `100` " "is entered in this field, replenishment orders for the product include a " "maximum of 100 units." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:202 msgid "" "Finally, click :guilabel:`Save` to add the product to the |MPS|. The product" " now appears on the |MPS| page each time it is opened. If a |BoM| was " "selected in the :guilabel:`Bill of Materials` field of the :guilabel:`Add a " "Product` pop-up window, any components listed on the |BoM| appear on the " "page, as well." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst-1 msgid "The Add a Product pop-up window in the MPS." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:212 msgid "Edit a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:214 msgid "" "After adding a product to the |MPS|, it may be necessary to change the " "replenishment values entered on the :guilabel:`Add a Product` pop-up window." " To do so, click the :guilabel:`# ≤…≤ #` button to the immediate right of " "the :guilabel:`Replenish` button, on the :guilabel:`+ Suggested " "Replenishment` row, below the product's name." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:220 msgid "" "The first and second number displayed on the :guilabel:`# ≤…≤ #` button " "correspond to the values entered in the :guilabel:`Minimum to Replenish` and" " :guilabel:`Maximum to Replenish` fields when adding the product to the " "|MPS|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:224 msgid "" "For example, if `5` was entered in the :guilabel:`Minimum to Replenish` " "field, and `100` was entered in the :guilabel:`Maximum to Replenish` field, " "the button appears as :guilabel:`5 ≤…≤ 100`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:228 msgid "" "Clicking the :guilabel:`# ≤…≤ #` button opens the :guilabel:`Edit Production" " Schedule` pop-up window. This pop-up window is the same as the " ":guilabel:`Add a Product` pop-up window, except that the :guilabel:`Product`" " and :guilabel:`Bill of Materials` fields cannot be edited." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:232 msgid "" "On the :guilabel:`Edit Production Schedule` pop-up window, enter the desired" " values in the :guilabel:`Safety Stock Target`, :guilabel:`Minimum to " "Replenish`, and :guilabel:`Maximum to Replenish` fields. Then, click " ":guilabel:`Save` to save the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:237 msgid "Remove a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:239 msgid "" "To remove a product from the |MPS|, tick the checkbox to the left of its " "name. Then, click the :icon:`fa-cog` :guilabel:`Actions` button at the top " "of the screen, and select :guilabel:`Delete` from the resulting drop-down " "menu. Finally, click :guilabel:`Ok` on the :guilabel:`Confirmation` pop-up " "window." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:244 msgid "" "Deleting a product from the |MPS| removes it, along with all of its data. If" " the product is re-added, its replenishment values must be reconfigured." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:248 msgid "|MPS| replenishment" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:250 msgid "Products in the |MPS| can be replenished in one of three ways:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:252 msgid "" "Click the :guilabel:`Replenish` button at the top of the screen to generate " "replenishment orders for every product below its :guilabel:`Safety Stock " "Target` for the current month." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:254 msgid "" "Click the :guilabel:`Replenish` button on the right side of the :guilabel:`+" " Suggested Replenishment` row of a specific product, to generate a " "replenishment order for that specific product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:257 msgid "" "Tick the checkbox to the left of the product name of one or more products. " "Then, click the :icon:`fa-cog` :guilabel:`Actions` button at the top of the " "screen, and select :guilabel:`Replenish` from the resulting drop-down menu. " "Doing so generates a replenishment order for each selected product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:262 msgid "" "The type of replenishment order generated corresponds to the route selected " "on the *Inventory* tab of the product's form:" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:265 msgid "" "If the *Buy* route is selected, an |RfQ| is generated to replenish the " "product. |RfQs| can be selected by navigating to the " ":menuselection:`Purchase` app. Any |RfQ| generated by the |MPS| lists " ":guilabel:`MPS` in its :guilabel:`Source Document` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:268 msgid "" "If the *Manufacture* route is selected, an |MO| is generated to replenish " "the product. |MOs| can be selected by navigating to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`. " "Any |MO| generated by the |MPS| lists :guilabel:`MPS` in its " ":guilabel:`Source Document` field." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:3 msgid "Work center time off" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:7 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/workflows/work_center_time_off.rst:11 msgid "" "As a result, it is necessary to make the work center unavailable in Odoo so " "new work orders are routed to alternative work centers that are operational." " Using Odoo's **Time Off** app, it is possible to designate a work center as" " being unavailable for a set period of time. Doing so ensures manufacturing " "operations can continue until the impacted work center is available again." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:19 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 *Time Off* smart " "button to appear on each work center's *Working Hours* page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:23 msgid "" "Next, install the **Time Off** app. This is the app used for managing time " "off for all resources within Odoo, including employees and work centers." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:26 msgid "" "To do so, navigate to the :menuselection:`Apps` app, then search `Time Off` " "in the search bar. The card for the :guilabel:`Time Off` app should be the " "only one that appears on the page. Click the :guilabel:`Install` button on " "the card to install the app." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:30 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 pile up in its " "queue." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:35 msgid "" "To create a work center, navigate to :menuselection:`Manufacturing app --> " "Configuration --> Work Centers --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:39 msgid "" "For a full guide to work center creation, refer to the documentation on " ":doc:`work centers <../advanced_configuration/using_work_centers>`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:42 msgid "" "Make sure both work centers have the same equipment listed under the " ":guilabel:`Equipment` tab. This ensures operations carried out at one work " "center can also be performed at the other." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:45 msgid "" "On the work center that is made unavailable, select the second work center " "from 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/workflows/work_center_time_off.rst-1 msgid "A work center form configured with an alternative work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:54 msgid "Add time off for a work center" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:56 msgid "" "With configuration completed, time off can now be assigned to a work center." " Begin by navigating to :menuselection:`Manufacturing app --> Configuration " "--> Work Centers`, and selecting the affected work center. Click the " ":icon:`oi-arrow-right` :guilabel:`(Internal link)` button on the right side " "of the :guilabel:`Working Hours` drop-down menu, to open the working hours " "page for the work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/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/workflows/work_center_time_off.rst:65 msgid "" "The working hours page displays the standard working hours for the work " "center. With developer mode activated, a :icon:`fa-plane` :guilabel:`Time " "Off` smart button appears at the top of the page. Click it to open the " ":guilabel:`Resource Time Off` page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:69 msgid "" "On this page, click :guilabel:`New` to configure a new time-off entry. On " "the time-off form, note the :guilabel:`Reason` for the work center closure " "(e.g. broken equipment, 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 is " "unavailable." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst-1 msgid "The \"Resource Time Off\" form." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:79 msgid "Alternative work center planning" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:81 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 " "*Plan* button." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:84 msgid "" "Begin by creating a new manufacturing order (MO), by navigating to " ":menuselection:`Manufacturing app --> Operations --> Manufacturing Orders " "--> New`. On the |MO| form, specify a :guilabel:`Product` that uses the " "unavailable work center for one of its operations. Click :guilabel:`Confirm`" " to confirm the |MO|." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:89 msgid "" "On the confirmed |MO|, select the :guilabel:`Work Orders` tab. By default, " "the unavailable work center is specified in the :guilabel:`Work Center` " "column. There is also a :guilabel:`Plan` button at the top left of the page." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:93 msgid "" "Click :guilabel:`Plan`, and the work center listed in the :guilabel:`Work " "Center` column of the :guilabel:`Work Orders` tab is automatically changed " "to the alternative work center." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:100 msgid "" "Before clicking \"Plan\", the work order is scheduled at \"Main Assembly " "Line\"." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:100 msgid "" "Before clicking :guilabel:`Plan`, the work order is scheduled at " ":guilabel:`Main Assembly Line`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:106 msgid "" "After clicking \"Plan\", the work order is rescheduled at \"Alternative " "Assembly Line\"." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:106 msgid "" "After clicking :guilabel:`Plan`, the work order is rescheduled at " ":guilabel:`Alternative Assembly Line`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/work_center_time_off.rst:109 msgid "" "Once the time-off period for the unavailable work center ends, Odoo " "recognizes 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/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 "Tahap" #: ../../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 cancelled 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 :doc:`bills of materials " "<../../manufacturing/basic_setup/bill_configuration>`." 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 "Buat ECO" #: ../../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 "Terapkan perubahan" #: ../../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 "Persetujuan" #: ../../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 "Pembelian" #: ../../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 "Lanjutan" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:3 msgid "Purchase Analysis report" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:8 msgid "" "The *Purchase Analysis* report provides statistics about products purchased " "using Odoo's **Purchase** app. This data is useful for gaining a deeper " "understanding of key metrics related to purchase orders (POs), including the" " quantity of products ordered and received, the amount of time it takes to " "receive purchased products, and more." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:13 msgid "" "To open the Purchase Analysis report, navigate to :menuselection:`Purchase " "app --> Reporting --> Purchase`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:17 msgid "" "The :guilabel:`Purchase Analysis` report is one of many reports available " "across the Odoo app suite. This documentation only covers the measures " "specific to the :guilabel:`Purchase Analysis` report, along with a few use " "case examples." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:27 msgid "" "*Measures* refer to the various datasets that can be displayed on the " ":guilabel:`Purchase Analysis` report, with each dataset representing a key " "statistic about |POs| or products. To choose a measure, click the " ":guilabel:`Measures` :icon:`fa-caret-down` button, and select one of the " "options from the drop-down menu:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:32 msgid "" ":guilabel:`# of Lines`: The number of |PO| order lines, across all |POs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:33 msgid ":guilabel:`Average Cost`: The average cost of |POs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:34 msgid "" ":guilabel:`Days to Confirm`: The number of days it takes to confirm a |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:35 msgid "" ":guilabel:`Days to Receive`: The number of days it takes to receive the " "products in a |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:36 msgid ":guilabel:`Gross Weight`: The total weight of purchased products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:37 msgid "" ":guilabel:`Qty Billed`: The quantity of a product (or products) for which " "the vendor has already been billed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:39 msgid "" ":guilabel:`Qty Ordered`: The quantity of a product (or products) ordered." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:40 msgid "" ":guilabel:`Qty Received`: The quantity of an ordered product (or products) " "received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:41 msgid "" ":guilabel:`Qty to be Billed`: The quantity of an ordered product (or " "products) for which the vendor has yet to be billed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:43 msgid ":guilabel:`Total`: The total amount spent, including tax." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:44 msgid "" ":guilabel:`Untaxed Total`: The total amount spent, excluding tax. This " "measure is selected by default." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:46 msgid "" ":guilabel:`Volume`: The total volume of ordered products, for products which" " are measured by volume." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:48 msgid ":guilabel:`Count`: The total count of |POs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:59 msgid "Use case: determine days to receive products from each vendor" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:61 msgid "" "One possible use case for the :guilabel:`Purchase Analysis` report is " "determining how long each vendor takes to deliver purchased items. This " "allows companies to make better informed decisions about which vendors they " "want to purchase from." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:66 msgid "" "A local bike shop, *Bike Haus*, sells high-quality unicycles, bicycles, " "tricycles, and all the accessories needed to ride and maintain them. They " "purchase their inventory from a few different vendors, and then sell those " "products on to customers through their storefront." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:70 msgid "" "Recently, Bike Haus has decided to have their purchasing manager, David, " "look into how long it has taken each of their vendors to deliver the items " "they've purchased during the current year, 2024." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:74 msgid "" "David starts by navigating to :menuselection:`Purchase app --> Reporting -->" " Purchase`, and selecting the :icon:`fa-bar-chart` (bar chart) graph type at" " the top of the report." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:77 msgid "" "Next, he clicks the :icon:`fa-caret-down` :guilabel:`(toggle)` button on the" " right of the search bar to open its drop-down menu. In the " ":guilabel:`Confirmation Date` filter section, he makes sure that **only** " "the :guilabel:`2024` filter is enabled. Then, he selects the " ":guilabel:`Vendor` option in the :guilabel:`Group By` section, before " "clicking away from the drop-down menu to close it." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:83 msgid "" "Finally, David clicks on the :guilabel:`Measures` :icon:`fa-caret-down` " "drop-down menu, and selects the :guilabel:`Days to Receive` option." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:86 msgid "" "With all of these options enabled, the :guilabel:`Purchase Analysis` report " "shows a bar chart, with one bar for each vendor, representing the average " "number of days it takes to receive products purchased from the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:90 msgid "" "Using this data, David can see that it takes Bike Friends over 4.5 days, on " "average, to deliver purchased products. This is more than four times the " "amount of time it takes any other vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:93 msgid "" "Based on these findings, David makes the decision to reduce the quantity of " "products purchased from Bike Friends." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:0 msgid "" "The Purchase report, showing the average days to receive products from " "vendors." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:101 msgid "Use case: compare vendor POs for two time periods" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:103 msgid "" "Another use for the :guilabel:`Purchase Analysis` report is to compare key " "statistics about |POs| for two different time periods, for a specific " "vendor. By doing so, it is easy to understand how purchases from the vendor " "have increased or decreased." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:108 msgid "" "Following the :ref:`previous example `, " "it has been one month since Bike Haus decided to reduce the quantity of " "products purchased from Bike Friends, one of their retailers. Bike Haus' " "purchasing manager, David, wants to understand the impact this decision has " "had on the amount of money they have spent on Bike Friends products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:113 msgid "" "David starts by navigating to :menuselection:`Purchase app --> Reporting -->" " Purchase`. Then, he selects the :icon:`oi-view-pivot` :guilabel:`(pivot " "table)` option at the top of the screen." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:116 msgid "" "In the search bar, he types `Bike Friends`, and clicks :guilabel:`Enter`, so" " the report only shows data for purchases from Bike Friends." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:119 msgid "" "Then, David clicks the :icon:`fa-caret-down` :guilabel:`(toggle)` button on " "the right of the search bar to open its drop-down menu. In the " ":guilabel:`Confirmation Date` field, he leaves the :guilabel:`June` and " ":guilabel:`2024` filters enabled. He also selects :guilabel:`Confirmation " "Date: Previous Period` in the :guilabel:`Comparison` section, before " "clicking away from the drop-down menu to close it." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:125 msgid "" "Next, David clicks on the :guilabel:`Measures` :icon:`fa-caret-down` drop-" "down menu. He leaves the :guilabel:`Total` and :guilabel:`Untaxed Total` " "datasets enabled, and disables the :guilabel:`Order` and :guilabel:`Count` " "datasets." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:129 msgid "" "Finally, David clicks the :icon:`fa-minus-square-o` :guilabel:`Total` button" " above the rows on the pivot table, and selects the :guilabel:`Product` " "option." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:132 msgid "" "With all of these options configured, the :guilabel:`Purchase Analysis` " "report shows a pivot table comparing purchase data for the current month, " "June, with the previous month, May." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:135 msgid "" "The pivot table is broken down into two main columns: one for the untaxed " "total spent, and one for the taxed total spent. These columns are further " "broken down into three smaller columns: the amount spent in May, the amount " "spent in June, and the variation between the two months, represented as a " "percentage." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:140 msgid "" "On the left side of the pivot table, one row is shown for each product " "purchased from Bike Friends during June. Using this report, David is able to" " see that Bike Haus has spent much less money on products purchased from " "Bike Friends, compared to the previous month." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/analyze.rst:0 msgid "The Purchase report, comparing the amount spent at a vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:3 msgid "Procurement expenses report" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:12 msgid "" "With the *Purchase* application, users can monitor procurement expenses over" " time. This report helps companies track and analyze spending, identify " "cost-saving opportunities, and ensure efficient budget management." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:17 msgid "Create procurement expenses report" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:19 msgid "" "To create a |per|, first navigate to :menuselection:`Purchase app --> " "Reporting --> Purchase` to open the :guilabel:`Purchase Analysis` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:22 msgid "" "By default, the dashboard displays a line chart overview of the " ":guilabel:`Untaxed Total` of :guilabel:`Purchase Orders` (POs) with a " ":guilabel:`Confirmation Date` for the current month, or of Requests for " "Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:27 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:25 msgid "Add filters and groups" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:29 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:27 msgid "" "On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon " "to switch to pivot view." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:32 msgid "" "While the |per| can also be :ref:`viewed ` as a " ":icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`, " "the pivot view provides the most detailed view of the data, and is the " "recommended starting point." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:37 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:29 msgid "" "Remove any default filters from the :guilabel:`Search...` bar. Then, click " "the |caret| to open the drop-down menu that contains the " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:42 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:34 msgid "" "Unless otherwise specified, the report displays data from both |RFQs| and " "|POs|. This can be changed by selecting either :guilabel:`Requests for " "Quotation` or :guilabel:`Purchase Orders` under the :guilabel:`Filters` " "column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:46 msgid "" "Under the :guilabel:`Filters` column, select a time frame to use for " "comparison. The report can be filtered by either :guilabel:`Order Date` or " ":guilabel:`Confirmation Date`. Choose one from the list, and click the " "|caret| to specify the date range, either by month, quarter, or year." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:50 msgid "" "Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. " "Then, select :guilabel:`Product Category`, which is also located in the " ":guilabel:`Group By` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:54 msgid "" "The selections under the :guilabel:`Group By` heading can be altered, " "depending on the needs of the individual company. For example, selecting " ":guilabel:`Product`, instead of :guilabel:`Product Category`, provides a " "more in depth look at the performance of specific items, in place of an " "entire category." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:59 msgid "" "Next, make a selection under the :guilabel:`Comparison` heading that " "appears. These options are only available after the date range is selected " "under the :guilabel:`Filters` column, and vary based on that range. " ":guilabel:`Previous Period` adds a comparison to the previous period, such " "as the last month or quarter. :guilabel:`Previous Year` compares the same " "time period from the previous year." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:65 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:60 msgid "" "While multiple time-based filters can be added at once, only one comparison " "can be selected at a time." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:73 msgid "" "The drop-down menu of filters, group by and comparison options for the procurement expenses\n" "report." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:73 msgid "" "The filter for Q2, comparison for **Previous Period**, and group-by for " "**Vendor** and **Product Category** were selected." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:77 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:68 msgid "Add measures" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:79 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:70 msgid "" "After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and " ":guilabel:`Comparison` settings, click out of the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:82 msgid "" "By default, the report displays data with the following measures: " ":guilabel:`Order`, :guilabel:`Total`, :guilabel:`Untaxed Total`, and " ":guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open the " "drop-down list of available measures." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:86 msgid "" "Click the following specific measures to include additional columns for the " "procurement expenses report:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:89 msgid "" ":guilabel:`Total` and :guilabel:`Untaxed Total`: can include one or both " "measures. These are included for overall spending analysis." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:91 msgid ":guilabel:`Average Cost`: included to evaluate cost efficiency." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:92 msgid "" ":guilabel:`Days to Confirm` and :guilabel:`Days to Receive`: used to assess " "supplier performance." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:93 msgid "" ":guilabel:`Qty Ordered` and :guilabel:`Qty Received`: used to understand " "order efficiency." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:94 msgid "" ":guilabel:`Qty Billed` and :guilabel:`Qty to be Billed`: used to track order" " accuracy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:97 msgid "" "Additional measures can be included in the report, if desired, to provide " "additional insights. For example, :guilabel:`Gross Weight` and " ":guilabel:`Volume` may be included for further logistics and management " "analysis." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:101 msgid "" "After selecting all necessary measures, click out of the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:106 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:85 msgid "View results" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:108 msgid "" "After all of the filters and measures have been selected, the report " "generates in the selected view." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst-1 msgid "A sample version of the procurement expenses report." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:114 msgid "" "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Documents* app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:118 msgid "" "The :guilabel:`Insert in Spreadsheet` option is **only** available if the " "*Documents Spreadsheet* module is installed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:122 msgid "" "The |per| is also available in graph view. Click the :icon:`fa-area-chart` " ":guilabel:`(area chart)` icon to change to graph view. Click the " "corresponding icon at the top of the report to switch to a :icon:`fa-bar-" "chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line " "chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst:128 #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:107 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:3 msgid "Vendor costs report" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:10 msgid "" "With the *Purchase* application, users can track the fluctuation of vendor " "costs over time. This allows users to identify the most expensive vendors, " "and track seasonal changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:14 msgid "Create vendor costs reports" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:16 msgid "" "To create a vendor costs report, first navigate to :menuselection:`Purchase " "app --> Reporting --> Purchase` to open the :guilabel:`Purchase Analysis` " "dashboard. By default, the dashboard displays a line chart overview of the " ":guilabel:`Untaxed Total` of POs (Purchase Orders) with a " ":guilabel:`Confirmation Date` for the current month, or of RFQs (Requests " "for Quotation) with a status of *Draft*, *Sent, or *Cancelled*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:38 msgid "" "Under the :guilabel:`Filters` column, select a date range to use for " "comparison. The report can be filtered by either :guilabel:`Order Date` or " ":guilabel:`Confirmation Date`. Choose one from the list, and click the " "|caret| to specify the date range, either by month, quarter, or year." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:42 msgid "" "Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. " "Then, select :guilabel:`Product`, which is also located in the " ":guilabel:`Group By` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:46 msgid "" "Selecting :guilabel:`Product` is **not** required for this report. However, " "it is recommended, as it provides additional insight into the performance of" " individual vendors. Additional selections can be made under the " ":guilabel:`Group by` heading as well, including :guilabel:`Product " "Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:51 msgid "" "To ensure the report is generated correctly, make sure that " ":guilabel:`Vendor` is the **first** selection made under the " ":guilabel:`Group By` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:54 msgid "" "Next, make a selection under the :guilabel:`Comparison` heading. These " "options are only available after the date range is selected under the " ":guilabel:`Filters` column, and vary based on that range. " ":guilabel:`Previous Period` adds a comparison to the previous period, such " "as the last month or quarter. :guilabel:`Previous Year` compares the same " "time period from the previous year." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst-1 msgid "" "The drop-down menu of filters, group by and comparison options for the " "vendor costs report." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:73 msgid "" "By default, the report displays with the following measures: " ":guilabel:`Order`, :guilabel:`Total`, :guilabel:`Untaxed Total`, and " ":guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open the " "drop-down list of available measures. Click :guilabel:`Average Cost` to add " "it to the report. Select any additional measures to add to the report, or " "click on any of the already selected measures to remove them, if desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:80 msgid "" "It is recommended to run the report with at least :guilabel:`Average Cost`, " ":guilabel:`Total`, or :guilabel:`Untaxed Total` selected from the " ":guilabel:`Measures` list. Additional measures, such as :guilabel:`Days to " "Receive`, can be added to provide additional insights." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:87 msgid "" "After all of the :ref:`filters and measures have been selected " "`, the report generates in the pivot " "view. Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Documents* app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:93 msgid "" "The :guilabel:`Insert in Spreadsheet` option is only available if the " "*Documents Spreadsheet* module is installed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst-1 msgid "" "A sample of a vendor costs report with the measures set as total and average" " costs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:101 msgid "" "The vendor costs report is also available in *graph* view. Click the " ":icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to graph view." " Click the corresponding icon at the top of the report to switch to a " ":icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." 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 "Blanket orders" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:13 msgid "" "Blanket orders are long-term purchase agreements between a company and a " "vendor to deliver products on a recurring basis with predetermined pricing." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:16 msgid "" "Blanket orders are helpful when products are consistently purchased from the" " same vendor, but in different quantities, and at different times." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:19 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:23 msgid "Create a new blanket order" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:25 msgid "" "To create blanket orders, enable the *Purchase Agreements* feature from the " "*Purchase* app settings. Navigate to :menuselection:`Purchase app --> " "Configuration --> Settings`, and under the :guilabel:`Orders` section, click" " the checkbox for :guilabel:`Purchase Agreements`. Then click " ":guilabel:`Save` to implement the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:31 msgid "" "In addition to creating blanket orders, the *Purchase Agreements* setting " "also allows users to create alternative requests for quotation (RfQs)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst-1 #: ../../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/blanket_orders.rst:38 msgid "" "To create a blanket order, go to :menuselection:`Purchase app --> Orders -->" " Blanket Orders`, and click :guilabel:`New`. This opens a new blanket order " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:41 msgid "" "Configure the following fields in the new blanket order form to establish " "predetermined rules for the recurring long-term agreement:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:44 msgid "" ":guilabel:`Purchase Representative`: 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:47 msgid "" ":guilabel:`Agreement Type`: 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:49 msgid "" ":guilabel:`Vendor`: 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:51 msgid "" ":guilabel:`Currency`: the agreed-upon currency to 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:54 msgid "" ":guilabel:`Agreement Deadline`: the date that this purchase agreement will " "be set to expire on. If this blanket order should not expire, leave this " "field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:56 msgid "" ":guilabel:`Ordering Date`: 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 automatically populates the *Order " "Deadline* field on the |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:59 msgid "" ":guilabel:`Delivery Date`: the expected delivery date that the products " "included in an |RfQ| are expected, if created directly from a blanket order " "form. If a new quotation is created, this value automatically populates the " "*Expected Arrival* field on the |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:62 msgid "" ":guilabel:`Source Document`: the source purchase order (PO) that this " "blanket order is tied to. If this blanket order should not be tied to any " "existing |PO|, leave this field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:64 msgid "" ":guilabel:`Company`: 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 " "**cannot** be changed, and defaults 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:73 msgid "" "Once all relevant fields have been filled out, click :guilabel:`Add a line` " "to add products under the :guilabel:`Product` column. Then, in the " ":guilabel:`Quantity` column, change the quantity of each product, and set a " "price in the :guilabel:`Unit Price` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:78 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:48 msgid "" "When adding products to a new blanket order, the pre-existing prices of " "products are not automatically added to the product lines. Instead, 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:83 msgid "" "To view and change the default purchase agreement settings for blanket " "orders directly from the blanket order form, click the :guilabel:`➡️ (right " "arrow)` icon that becomes visible when hovering over 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-1 msgid "" "Internal link arrow next to Agreement Type field on blanket order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:92 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, 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:97 msgid "" ":guilabel:`Select only one RfQ (exclusive)`: when a purchase order is " "confirmed, the remaining purchase orders are cancelled." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:99 msgid "" ":guilabel:`Select multiple RfQ (non-exclusive)`: when a purchase order is " "confirmed, remaining purchase orders are **not** cancelled. Instead, " "multiple purchase orders are allowed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:102 msgid "" "Under the :guilabel:`Data For New Quotations` section, the :guilabel:`Lines`" " and :guilabel:`Quantities` fields can be edited. Doing so sets how new " "quotations should be populated when using this purchase agreement." 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:110 msgid "There are two options that can be activated for :guilabel:`Lines`:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:112 msgid "" ":guilabel:`Use lines of agreement`: when creating a new quotation, the " "product lines pre-populate with the same products listed on the blanket " "order, if said blanket order is chosen for the new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:115 msgid "" ":guilabel:`Do not create RfQ lines automatically`: when creating a new " "quotation, **and** selecting an existing blanket order, the settings carry " "over to the new quotation, but the product lines do **not** populate." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:119 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:121 msgid "" ":guilabel:`Use quantities of agreement`: when creating a new quotation, the " "product quantities listed on the blanket order pre-populate on the product " "lines, if said blanket order is chosen for the new quotation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:124 msgid "" ":guilabel:`Set quantities manually`: when creating a new quotation, **and** " "selecting an existing blanket order, the product lines pre-populate, but all" " quantities are set to `0`. The quantities **must** be manually set by the " "user." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:128 msgid "" "Once any desired changes have been made, click :guilabel:`New` (via the " "breadcrumbs, at the top of the page) to navigate back to the blanket order " "form. Then, click :guilabel:`Confirm` to save this new purchase agreement." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:132 msgid "" "Once confirmed, the blanket order's stage (in the upper-right corner) " "changes from :guilabel:`Draft` to :guilabel:`Ongoing`, meaning this " "agreement can be selected and used when creating new |RfQs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:136 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:140 msgid "Create a new |RfQ| from the blanket order" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:142 msgid "" "After confirming a blanket order, new quotations can be created directly " "from the blanket order form. |RfQs| using this form are pre-populated with " "information based on the rules set in the form. Additionally, new quotations" " are 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:147 msgid "" "To create a new quotation from the blanket order form, click the " ":guilabel:`New Quotation` button. This opens a new |RfQ|, 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:151 msgid "" "From the new |RfQ| 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 |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:159 msgid "" "Once the |PO| 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 |RfQ| 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 |PO| 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:171 msgid "" "Once a blanket order is confirmed, a new vendor line is added under the " ":guilabel:`Purchase` tab of the products included in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/blanket_orders.rst:174 msgid "" "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 dictates when, where, and at" " what price the product should 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/blanket_orders.rst:184 msgid ":doc:`calls_for_tenders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:3 msgid "Call for tenders" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:12 msgid "" "Sometimes, companies might want to invite vendors to submit offers for " "similar goods or services all at once. This helps companies select the " "cheapest, fastest vendors for their specific business needs." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:16 msgid "" "In Odoo, this can be done by creating alternative requests for quotation " "(RfQs) for different vendors. Once a response is received from each vendor, " "the product lines from each |RfQ| 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:21 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 " "|RfQs| to spend money efficiently." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:28 msgid "" "To create alternative |RfQs|, the *Purchase Agreements* feature **must** be " "enabled in the *Purchase* app settings. To enable the feature, navigate to " ":menuselection:`Purchase app --> Configuration --> Settings`. Under the " ":guilabel:`Orders` section, click the checkbox for :guilabel:`Purchase " "Agreements`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:33 msgid "Then, click :guilabel:`Save` to apply the change." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:42 msgid "Create an |RfQ|" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:44 msgid "" "To create a new |RfQ|, follow the instructions in the :doc:`rfq` " "documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:47 msgid "" "`Odoo Tutorial: Purchase Basics and Your First Request for Quotation " "`_" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:53 msgid "Create alternative |RfQs|" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:55 msgid "" "Once a |PO| is created and sent to a vendor, alternative |RfQs| can be " "created for additional vendors to compare prices, delivery times, and other " "factors, to help make a decision for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:58 msgid "" "To create alternative |RfQs| from the original, click the " ":guilabel:`Alternatives` tab. 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:66 msgid "" "From this window, select an alternative vendor from the drop-down menu next " "to the :guilabel:`Vendor` field, to whom the alternative quotation is " "assigned." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:69 msgid "" "Next to this, there is a :guilabel:`Copy Products` checkbox that is selected" " by default. When selected, the product quantities of the original |RfQ| are" " copied over to the alternative. For this first alternative quotation, leave" " the checkbox checked. Once finished, click :guilabel:`Create Alternative`. " "This opens a new |RfQ| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:74 msgid "" "Since the :guilabel:`Create Alternative` checkbox was left checked, the new " "form is already pre-populated with the same products, quantities, and other " "details as the previous, original |RfQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:78 msgid "" "When the :guilabel:`Copy Products` checkbox is selected while creating an " "alternative quotation, additional products do **not** need to be added, " "unless desired." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:81 msgid "" "However, if a chosen vendor is listed in the :guilabel:`Vendor` column under" " a specific product form included in the order, the values set on the " "product form carry over to the |RfQ|, and **must** be changed manually, if " "necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:85 msgid "" "Once ready, create a second alternative quotation by clicking the " ":guilabel:`Alternatives` tab, followed by :guilabel:`Create Alternative`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:88 msgid "" "This opens the :guilabel:`Create alternative` pop-up window. Once again, " "choose a different vendor from the drop-down menu next to " ":guilabel:`Vendor`. For this particular |RfQ|, however, *uncheck* the " ":guilabel:`Copy Products` checkbox. Doing so removes all products on the new" " alternative |RfQ|, leaving it blank. The specific products which should be " "ordered from this particular vendor can be added in as needed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:94 msgid "Once ready, click :guilabel:`Create Alternative`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:97 msgid "" "If an alternative quotation should be removed from the " ":guilabel:`Alternatives` tab, they can be individually removed by clicking " "on the :guilabel:`X (remove)` icon at the end of their row." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:100 msgid "" "This creates a third, new |RfQ|. But, since the product quantities of the " "original |RfQ| were **not** copied over, the product lines are empty, and " "new products can be added as needed by clicking :guilabel:`Add a product`, " "and selecting the desired products from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:104 msgid "" "Once the desired number of specific 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:110 msgid "" "This opens a :guilabel:`Compose Email` pop-up window, wherein the message to" " the vendor can be customized, and attachments can be added, if necessary. " "Once ready, click :guilabel:`Send`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:113 msgid "" "From this newest form, click the :guilabel:`Alternatives` tab. Under this " "tab, all three |RfQs| 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:118 msgid "" "The date in the :guilabel:`Expected Arrival` column is calculated for each " "vendor, based on any pre-configured lead times in the vendor and product " "forms." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:124 msgid "Link new |RfQ| to existing quotations" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:126 msgid "" "Even if a quotation is not created directly from the " ":guilabel:`Alternatives` tab of another |RfQ|, it can still be linked to " "existing |RfQs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:129 msgid "" "To do that, begin by creating a new |RfQ|. Navigate to " ":menuselection:`Purchase app --> New`. Fill out the |RfQ|, according to the " ":ref:`previous instructions `." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:132 msgid "" "Then, once ready, click the :guilabel:`Alternatives` tab. Since this new " "|RfQ| was created separately, there are no other orders linked yet." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:135 msgid "" "However, to link this |RfQ| with existing alternatives, 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:142 msgid "" "This opens an :guilabel:`Add: Alternative POs` pop-up window. Select the " "desired previously-created |RfQs|, and click :guilabel:`Select`. All of " "these orders are now copied to this |RfQ|, and can be found under the " ":guilabel:`Alternatives` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:147 msgid "" "If a large number of |POs| are being processed, and the previous |POs| can't" " be located, click the :icon:`fa-chevron-down` :guilabel:`(chevron)` icon to" " the right of the search bar, at the top of the pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:151 msgid "" "Then, under the :guilabel:`Group By` section, click :guilabel:`Vendor`. " "Vendors are displayed in their own nested drop-down lists, and each vendor's" " list can be expanded to view open |POs| for that vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:158 msgid "Compare product lines" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:160 msgid "" "Alternative |RfQs| can be compared side-by-side, in order to determine which" " vendors offer the best deals on the products included in the orders." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:163 msgid "" "To compare alternative |RfQs|, navigate to the :menuselection:`Purchase` " "app, and select one of the previously-created |RfQs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:166 msgid "" "Then, click the :guilabel:`Alternatives` tab to see all linked |RfQs|. Next," " under the :guilabel:`Create Alternative` option, click :guilabel:`Compare " "Product Lines`. This navigates to the :guilabel:`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:174 msgid "" "The :guilabel:`Compare Order Lines` page, by default, groups by " ":guilabel:`Product`. Each product included in any of the |RfQs| is displayed" " in its own nested drop-down list, and features all of the |PO| numbers in " "the :guilabel:`Reference` column." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:179 msgid "" "To remove product lines from the :guilabel:`Compare Order Lines` page, click" " :guilabel:`Clear` at the far-right end of that product line's row." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:182 msgid "" "Doing so removes this specific product as a selectable option from the page," " and changes the :guilabel:`Total` price of that product on the page to `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:185 msgid "" "Additionally, on the |RfQ| form, in which that product was included, its " "ordered quantity is also changed to `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:188 msgid "" "Once the best offers have been identified, individual products can be " "selected by clicking the :guilabel:`Choose` button at the end of each " "corresponding row." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:191 msgid "" "Once all 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 |RfQs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:197 msgid "Cancel (or keep) alternatives" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:199 msgid "" "Once the desired products have been chosen from the :guilabel:`Compare Order" " Lines` page, the remaining |RfQs|, from which no products were chosen, can " "be cancelled." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:202 msgid "" "The cost in the :guilabel:`Total` column for each product that wasn't chosen" " is automatically set to `0`, indicated at the far-right of each " "corresponding row." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:205 msgid "" "Although they haven't been cancelled yet, this indicates that each of those " "orders can be cancelled without having an effect on the other live orders, " "once those orders have been confirmed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst-1 msgid "Cancelled quotations in the Purchase app overview." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:212 msgid "" "To confirm an |RfQ| for which products were selected, click into an |RfQ|, " "and click :guilabel:`Confirm Order`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:215 msgid "" "This causes a :guilabel:`What about the alternative Requests for " "Quotations?` pop-up window to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:218 msgid "" "To view a detailed form of one of the |RfQs| listed, click the line item for" " that quotation. This opens an :guilabel:`Open: Alternative POs` pop-up " "window, from which all details of that particular |RfQ| can be viewed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:222 msgid "Once ready, click :guilabel:`Close` to close the pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:224 msgid "" "In the :guilabel:`What about the alternative Requests for Quotations?` pop-" "up window, two options are presented: :guilabel:`Cancel Alternatives` and " ":guilabel:`Keep Alternatives`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:227 msgid "If this |PO| should **not** be confirmed, click :guilabel:`Discard`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:229 msgid "" "Selecting :guilabel:`Cancel Alternatives` automatically cancels the " "alternative |RfQs|. Selecting :guilabel:`Keep Alternatives` keeps the " "alternative |RfQs| open, so they can still be accessed, if any additional " "product quantities need to be ordered later." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:233 msgid "" "Once all products are ordered, select :guilabel:`Cancel Alternatives` from " "whichever |PO| is open at that time." 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:240 msgid "" "Finally, using the breadcrumbs at the top of the page, click " ":guilabel:`Requests for Quotation` to navigate back to an overview of all " "|RfQs|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:243 msgid "" "The cancelled orders can be seen, greyed out and listed with a " ":guilabel:`Cancelled` status, under the :guilabel:`Status` column at the " "far-right of their respective rows." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:246 msgid "" "Now that all product quantities have been ordered, the purchase process can " "be completed, and the products can be received into the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/calls_for_tenders.rst:250 msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 msgid "Bill control policies" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:10 msgid "" "In Odoo's *Purchase* app, the *bill control* policy determines the " "quantities billed by vendors on every purchase order (PO), for either " "ordered or received quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:13 msgid "" "The policy selected in the *Purchase* app settings acts as the default " "value, and is applied to any new product created." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:19 msgid "" "To configure the *bill control* policy, navigate to :menuselection:`Purchase" " app --> Configuration --> Settings`, and scroll down to the " ":guilabel:`Invoicing` section. Under :guilabel:`Bill Control`, select either" " :guilabel:`Ordered quantities` or :guilabel:`Received quantities`. Then, " "click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Selected bill control policy in Purchase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:28 msgid "" ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a |PO| is " "confirmed. The products and quantities in the |PO| are used to generate a " "draft bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:30 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 appears if creation of a vendor " "bill is attempted without receiving anything." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:0 msgid "Bill control policy draft bill error message." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:39 msgid "" "If a specific product should use a different control policy than selected in" " the *Purchase* app settings, the :guilabel:`Bill Control` policy for that " "product can be changed from its product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:43 msgid "" "To do that, navigate to :menuselection:`Purchase app --> Products --> " "Products`, and select a product. From the product form, click the " ":guilabel:`Purchase` tab. Under the :guilabel:`Vendor Bills` section, modify" " the selection in the :guilabel:`Control Policy` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 msgid "3-way matching" msgstr "pencocokan 3 arah" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:50 msgid "" "The *3-way matching* feature ensures vendor bills are only paid once some " "(or all) of the products included in the |PO| have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:53 msgid "" "To activate *3-way matching*, navigate to :menuselection:`Purchase app --> " "Configuration --> Settings`, and scroll down to the :guilabel:`Invoicing` " "section. Then, tick the checkbox for :guilabel:`3-way matching` to enable " "the feature, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Enabled 3-way matching feature in Purchase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:62 msgid "" "The :guilabel:`3-way matching` feature **only** works with the " ":guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:66 msgid "Pay vendor bills with 3-way matching" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:68 msgid "" "When *3-way matching* is enabled, vendor bills display a :guilabel:`Should " "Be Paid` field under the :guilabel:`Other Info` tab. When a new vendor bill " "is created, the field is set to :guilabel:`Yes`, since a bill **cannot** be " "created until at least some of the products included in a |PO| have been " "received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:73 msgid "" "To create a vendor bill from a |PO|, navigate to :menuselection:`Purchase " "app --> Orders --> Purchase Orders`. From the :guilabel:`Purchase Orders` " "page, select the desired |PO| from the list. Then, click :guilabel:`Create " "Bill`. Doing so opens a new draft :guilabel:`Vendor Bill` form, in the " ":guilabel:`Draft` stage. Click the :guilabel:`Other Info` tab, and locate " "the :guilabel:`Should Be Paid` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:80 msgid "" "The |PO| selected from the list **must not** be billed yet, or an " ":guilabel:`Invalid Operation` pop-up window appears. This occurs for |POs| " "with a :guilabel:`Received quantities` policy, and a :guilabel:`Fully " "Billed` :guilabel:`Billing Status`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:0 msgid "Invalid Operation pop-up window for billed Purchase Order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:88 msgid "" "Click the drop-down menu next to :guilabel:`Should Be Paid` to view the " "available options: :guilabel:`Yes`, :guilabel:`No`, and " ":guilabel:`Exception`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Should Be Paid field status on draft vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:96 msgid "" "If the total quantity of products from a |PO| 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:99 msgid "" "Draft vendor 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." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:102 msgid "" "If the draft bill's information is changed, the :guilabel:`Should Be Paid` " "field status is set to :guilabel:`Exception`. This means that Odoo notices " "the discrepancy, but does not 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:107 msgid "" "To process the vendor bill, select a date in the :guilabel:`Bill Date` " "field, and click :guilabel:`Confirm`, followed by :guilabel:`Register " "Payment`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:110 msgid "" "This opens a :guilabel:`Register Payment` pop-up window. From this window, " "accounting information is pre-populated based on the database's accounting " "settings. Click :guilabel:`Create Payment` to process the vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:114 msgid "" "Once payment has been registered for a vendor bill, and the bill displays " "the green :guilabel:`Paid` banner, the :guilabel:`Should Be Paid` field " "status is set to :guilabel:`No`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:118 msgid "" "The :guilabel:`Should Be Paid` status on bills is automatically set by Odoo." " However, the status can be manually changed 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:123 msgid "View a purchase order's billing status" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 msgid "" "Once a |PO| is confirmed, its :guilabel:`Billing Status` can be viewed under" " the :guilabel:`Other Information` tab on the |PO| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:128 msgid "" "To view the :guilabel:`Billing Status` of a |PO|, navigate to " ":menuselection:`Purchase app --> Orders --> Purchase Orders`, and select a " "|PO| to view." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:131 msgid "" "Click the :guilabel:`Other Information` tab, and locate the " ":guilabel:`Billing Status` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst-1 msgid "Billing status field on a purchase order form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:137 msgid "" "The table below details the different values the :guilabel:`Billing Status` " "field could read, and when they are displayed, depending on the *Bill " "Control* policy used." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:144 msgid "Billing Status" msgstr "Status Tagihan" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:145 msgid "On received quantities" msgstr "Jumlah yang diterima" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:146 msgid "On ordered quantities" msgstr "Jumlah yang dipesan" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:147 msgid "Nothing to Bill" msgstr "Belum" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:148 msgid "PO confirmed; no products received" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:149 msgid "*Not applicable*" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:150 msgid "Waiting Bills" msgstr "Siap Difakturkan" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:151 msgid "All/some products received; bill not created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:152 msgid "PO confirmed" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:153 msgid "Fully Billed" msgstr "Sepenuhnya Ditagih" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:154 msgid "All/some products received; draft bill created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:155 msgid "Draft bill created" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:158 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:193 msgid ":doc:`manage`" 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:12 msgid "" "A *vendor bill* is an invoice received for products and/or services " "purchased by a company 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:16 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's settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "" "To configure the default bill control policy, navigate to " ":menuselection:`Purchase app --> Configuration --> Settings`, and scroll to " "the :guilabel:`Invoicing` section." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:25 msgid "" "The :guilabel:`Bill Control` feature lists two policy options: " ":guilabel:`Ordered quantities` and :guilabel:`Received quantities`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:28 msgid "" "The policy selected acts as the default for any new product created. Each " "policy acts as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:30 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/manage.rst:32 msgid "" ":guilabel:`Received quantities`: a bill is only created **after** all (or " "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-1 msgid "Bill control policies in purchase app settings." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:39 msgid "Once a policy is selected, click :guilabel:`Save` to save the changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:42 msgid "" "If a product needs a different control policy than the one set in the " "*Purchase* app settings, that product's control policy can be overridden by " "going to the :guilabel:`Purchase` tab on a product form, and selecting the " "desired policy in the :guilabel:`Control Policy` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "Control policy field on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "" "The *3-way matching* policy ensures vendor bills are only paid once all (or " "some) products in a purchase order (PO) have been received." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:56 msgid "" "To activate 3-way matching, navigate to :menuselection:`Purchase app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` " "section." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:59 msgid "" "Tick the checkbox next to :guilabel:`3-way matching`, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:62 msgid "" "The :guilabel:`3-way matching` feature 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:66 msgid "Create and manage vendor bills on receipts" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:68 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." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:72 msgid "" "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:76 msgid "Ordered quantities" msgstr "Jumlah dipesan" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:78 msgid "" "To create and manage vendor bills for receipts with the *Bill Control* " "policy set to *Ordered Quantities*, first navigate to the " ":menuselection:`Purchase app`, and click :guilabel:`New` from the " ":guilabel:`Requests for Quotation` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:82 msgid "" "Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the " "blank |RfQ| form, add a :guilabel:`Vendor`, and click :guilabel:`Add a line`" " under the :guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:86 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:126 msgid "" "On the product line, select a product from the drop-down menu in the " ":guilabel:`Product` field, and enter the quantity to order in the " ":guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:89 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:129 msgid "" "Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a " "|PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:91 msgid "" "Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a " ":guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add " "a billing date in the :guilabel:`Bill Date` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:95 msgid "" "Once ready, confirm the bill by clicking :guilabel:`Confirm` on the " ":guilabel:`Vendor Bill` page." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:98 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:101 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:152 msgid "" "Once a payment has been received, click :guilabel:`Register Payment` at the " "top of the bill to record it." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:104 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:155 msgid "" "Doing so causes a :guilabel:`Register Payment` pop-up window to appear, " "wherein a payment :guilabel:`Journal` can be chosen, and a " ":guilabel:`Payment Method` selected." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:107 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:158 msgid "" "Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and " ":guilabel:`Memo` (:dfn:`Reference Number`) can be edited from this pop-up " "window, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:110 #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:161 msgid "" "Once ready, click :guilabel:`Create Payment` to finish creating the " ":guilabel:`Vendor Bill`. Doing so displays a green :guilabel:`Paid` banner " "on the |RfQ| 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:118 msgid "Received quantities" msgstr "Kuantitas yang diterima" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:120 msgid "" "To create and manage vendor bills for receipts with the bill control policy " "set to *Received quantities*, first navigate to the " ":menuselection:`Purchase` app, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:123 msgid "" "Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a " ":guilabel:`Vendor`, and click :guilabel:`Add a line` under the " ":guilabel:`Product` tab to add products to the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:132 msgid "" "When using the *Received quantities* control policy, clicking " ":guilabel:`Create Bill` before any products are received causes an " ":guilabel:`Invalid Operation` pop-up window to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:135 msgid "" "Odoo requires at least partial quantities of the items included in the |PO| " "to be received in order to create a vendor bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:0 msgid "User error pop-up for received quantities control policy." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:142 msgid "" "On the |PO|, click the :guilabel:`Receipt` smart button to view the " "warehouse receipt form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:144 msgid "" "From here, click :guilabel:`Validate` to register the :guilabel:`Done` " "(received) quantities." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:146 msgid "" "Then, navigate back to the |PO|, via the breadcrumb, and click " ":guilabel:`Create Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:148 msgid "" "This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. " "From here, add a billing date in the :guilabel:`Bill Date` field. Once " "ready, confirm the bill by clicking :guilabel:`Confirm` at the top of the " "draft." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:165 msgid "Manage vendor bills in Accounting" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:167 msgid "" "Vendor bills can also be created directly from the *Accounting* app, without" " having to create a purchase order first." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:170 msgid "" "Navigate to :menuselection:`Accounting app --> Vendors --> Bills`, and click" " :guilabel:`New`. Doing so reveals a blank :guilabel:`Vendor Bill` form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:173 msgid "" "Add a vendor in the :guilabel:`Vendor` field. Then, in the " ":guilabel:`Invoice Lines` tab, click :guilabel:`Add a line` to add products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:176 msgid "" "Select a product from the drop-down menu in the :guilabel:`Product` field, " "and enter the quantity to order in the :guilabel:`Quantity` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:179 msgid "" "Select a :guilabel:`Bill Date`, and configure any other necessary " "information. Finally, click :guilabel:`Confirm` to confirm the bill." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:182 msgid "" "Once confirmed, click the :guilabel:`Journal Items` tab to view the " ":guilabel:`Account` journals. These journals are 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:186 msgid "" "If necessary, click :guilabel:`Credit Note` to add a credit note to the " "bill. Additionally, a :guilabel:`Bill Reference` number can be added." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:189 msgid "" "Once ready, click :guilabel:`Register Payment`, followed by " ":guilabel:`Create Payment`, to complete the :guilabel:`Vendor Bill`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:193 msgid "" "To link a draft bill to an existing purchase order, click the drop-down menu" " next to :guilabel:`Auto-Complete` *before* clicking :guilabel:`Confirm`, " "and select a |PO| from the menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:196 msgid "The bill auto-populates with the information from the chosen |PO|." 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:203 msgid "Batch billing" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:205 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:207 msgid "" "Navigate to :menuselection:`Accounting app --> Vendors --> Bills`. Then, " "click the :guilabel:`checkbox` in the top-left corner, beside the " ":guilabel:`Number` column, under the :guilabel:`New` button." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:211 msgid "" "This selects all existing vendor bills with a :guilabel:`Status` of " ":guilabel:`Posted` or :guilabel:`Draft`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:214 msgid "" "Click the :icon:`fa-print` :guilabel:`Print` button to print the selected " "invoices or bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:216 msgid "" "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:219 msgid "" "Only payments with their :guilabel:`Status` listed as :guilabel:`Posted` can" " be billed in batches. Payments in the :guilabel:`Draft` stage **must** be " "posted before they can be included in a batch billing." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:223 msgid "" "Clicking :guilabel:`Register Payment` opens a :guilabel:`Register Payment` " "pop-up window. From the pop-up window, select the :guilabel:`Journal` the " "bills should post to, choose a :guilabel:`Payment Date`, and select a " ":guilabel:`Payment Method`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:227 msgid "" "There is also the option to :guilabel:`Group Payments` together from this " "pop-up window, as well. If this checkbox is ticked, only one payment is " "created, instead of one per bill. This option only appears if the *Batch " "Payments* feature is enabled in the settings of the " ":menuselection:`Accounting` app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:232 msgid "" "Once ready, click the :guilabel:`Create Payment` button. This creates a list" " of journal entries on a separate page. The journal entries on this list are" " all tied to their corresponding vendor bills." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst-1 msgid "Batch billing register payment pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:240 msgid ":doc:`control_bills`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:3 msgid "Purchase templates" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:10 msgid "" "*Purchase templates* are an agreement type that allow for the repeated " "creation of requests for quotations (RFQs) for recurring purchases. Products" " can then be added and quantities can be changed, as needed. |Pts| can be " "used for multiple vendors, saving time and simplifying the |RFQ| process." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:14 msgid "" "|Pts| differ from *blanket orders* in that a :doc:`blanket order " "` is a large order split into several deliveries, therefore " "all |RFQs| must be for the same vendor. |PTs| can be replicated for multiple" " vendors, and can copy over quantities, which is useful when placing " "frequent orders." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:22 msgid "" "First, navigate to :menuselection:`Purchase app --> Configuration --> " "Settings`. Under the :guilabel:`Orders` section, tick the " ":guilabel:`Purchase Agreements` checkbox. Click :guilabel:`Save` to save the" " changes." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst-1 msgid "The Purchase agreements setting in the Purchase app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:30 msgid "Create a new template" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:32 msgid "" "Navigate :menuselection:`Purchase app --> Orders --> Purchase Agreements` " "and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:34 msgid "Select a :guilabel:`Vendor` from the drop-down list." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:37 msgid "" "To make this template available to use with multiple vendors, leave the " ":guilabel:`Vendor` field blank." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:40 msgid "" "In the :guilabel:`Agreement Type` field, select :guilabel:`Purchase " "Template` from the drop-down." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:42 msgid "" "Confirm the information in the remaining fields is correct, or update as " "needed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:44 msgid "" "On the :guilabel:`Products` tab, click :guilabel:`Add a line`, and select " "the desired product. Update the :guilabel:`Quantity`, and set the " ":guilabel:`Unit Price`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:53 msgid "After adding all necessary products, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:56 msgid "Create a new RFQ from a purchase template" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:58 msgid "" "After confirming a |pt|, new quotations can be created directly from the " "|pt| form. |RFQs| using this form are pre-populated with information based " "on the rules set in the form. Additionally, new quotations are automatically" " linked to this |pt| form, via the :icon:`fa-list-alt` " ":guilabel:`RFQs/Orders` smart button at the top of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:63 msgid "" "To :ref:`create a new quotation `, " "click :guilabel:`New Quotation`. This opens a new |RFQ|, that is pre-" "populated with the correct information, depending on the settings configured" " on the |pt| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:67 msgid "" "If there was no vendor identified on the |pt|, choose a :guilabel:`Vendor` " "from the drop-down list. Products can be added to the |RFQ| by clicking " ":guilabel:`Add a product` in the :guilabel:`Products` tab. To remove a " "product, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon at the far-" "right of the product line." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:72 msgid "" "From the new |RFQ| 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." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst:76 msgid "" "After confirming the order, return to the |pt| via the breadcrumbs. The " ":icon:`fa-list-alt` :guilabel:`RFQs/Orders` smart button has been updated to" " list the confirmed order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/purchase_templates.rst-1 msgid "The RFQ smart button on a purchase template." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:3 msgid "Requests for quotation" msgstr "Request for quotation (RFQ)" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:12 msgid "" "Odoo's requests for quotation (RFQs) feature in the **Purchase** app " "standardizes ordering products from multiple vendors with varying prices and" " delivery times." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:15 msgid "" "|RFQs| are documents companies send to vendors requesting product pricing. " "In Odoo, once the vendor approves the |RFQ|, the purchase order (PO) is " "confirmed to align on lead times and pricing." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:24 msgid "" "To auto-populate product information and prices on an |RFQ|, configure " "products by going to :menuselection:`Purchase app --> Products --> " "Products`. Select an existing product, or create a new one by selecting " ":guilabel:`New`. Doing so opens the product form, where various sales and " "purchasing data can be configured." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:29 msgid "" "To configure purchasable products, tick the :guilabel:`Can be purchased` " "checkbox, under the product name. Then, go to the :guilabel:`Inventory` tab," " and enable the :guilabel:`Buy` route." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst-1 msgid "Required configuration for purchasable products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:39 msgid "Vendor pricelist" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:41 msgid "" "In the :guilabel:`Purchase` tab of the product form, input the vendor and " "their price, to have this information auto-populate on an |RFQ| each time " "the product is listed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:45 msgid ":doc:`../products/pricelist`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:47 msgid "" "Default columns include :guilabel:`Quantity`, :guilabel:`Price`, and " ":guilabel:`Delivery Lead Time`, but other columns like, :guilabel:`Product " "Variant` or :guilabel:`Discounts`, can also be enabled." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:50 msgid "" "To enable or disable columns, click the :icon:`oi-settings-adjust` " ":guilabel:`(additional options)` icon on the right side of the header row to" " reveal a drop-down menu of additional columns that can be added (or " "removed) from the :guilabel:`Purchase` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:55 msgid "" "Alternatively, prices and delivery lead times for existing products can be " "added in bulk by going to :menuselection:`Purchase app --> Configuration -->" " Vendor Pricelists`. Click :guilabel:`New` in the top-left corner. In the " ":guilabel:`Vendor` section of the pricelist form that appears, add the " "product information as it pertains to the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:61 msgid "Order products" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:63 msgid "" "With products and prices configured, follow these steps to create and send " "|RFQs| to make purchases for the company." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:67 msgid "|RFQ| dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:69 msgid "" "To get started, navigate to :menuselection:`Purchase app --> Orders --> " "Requests for Quotation`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:71 msgid "" "The :guilabel:`Requests for Quotation` dashboard displays an overview of the" " company's |RFQs|, |POs|, and their status. The top of the screen breaks " "down all |RFQs| in the company, as well as individual ones (where the user " "is the buyer) with a summary of their status." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:75 msgid "" "The top-right corner also provides a quick report of the company's recent " "purchases by total value, lead times, and number of |RFQs| sent." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:78 msgid "Additionally, the dashboard includes buttons for:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:80 msgid "" ":guilabel:`To Send`: orders in the |RFQ| stage that have not been sent to " "the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:81 msgid "" ":guilabel:`Waiting`: |RFQs| that have been sent by email, and are waiting on" " vendor confirmation." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:82 msgid "" ":guilabel:`Late`: |RFQs| or |POs| where the :guilabel:`Order Deadline` has " "passed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst-1 msgid "RFQ dashboard with orders and order statuses." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:88 msgid "" "In addition to various view options, the :guilabel:`Requests for Quotation` " "dashboard provides :guilabel:`Filters` and :guilabel:`Group By` options, " "accessible via the search bar drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:92 msgid ":doc:`../../../essentials/search`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:97 msgid "Create new |RFQ|" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:99 msgid "" "To create a new |RFQ|, click the :guilabel:`New` button on the top-left " "corner of the :guilabel:`Requests for Quotation` dashboard to reveal a new " "|PO| form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:102 msgid "Start by assigning a :guilabel:`Vendor`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:104 msgid "" "The :guilabel:`Vendor Reference` field points to the sales and delivery " "order numbers sent by the vendor. This comes in handy once products are " "received, and the |PO| needs to be matched to the delivery order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:108 msgid "" "The :guilabel:`Blanket Order` field refers to long-term purchase agreements " "on recurring orders with set pricing. To view and configure blanket orders, " "head to :menuselection:`Purchase app --> Orders --> Purchase agreements`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:112 msgid "" "The :guilabel:`Currency` can be changed, if purchasing products from a " "vendor in another country." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:114 msgid "" "Next, configure an :guilabel:`Order Deadline`, which is the date by which " "the vendor must confirm their agreement to supply the products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:118 msgid "" "After the :guilabel:`Order Deadline` is exceeded, the |RFQ| is marked as " "late, but the products can still be ordered." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:121 msgid "" ":guilabel:`Expected Arrival` is automatically calculated based on the " ":guilabel:`Order Deadline` and vendor lead time. Tick the checkbox for " ":guilabel:`Ask confirmation` to ask for signage at delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:125 msgid "" "With the :doc:`Storage Locations feature " "<../../inventory/warehouses_storage/inventory_management/use_locations>` " "activated, the :guilabel:`Deliver to` field appears, with options for the " "order shipment." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:129 msgid "" "Select the receiving warehouse address here, or select :guilabel:`Dropship` " "to indicate that this order is to be shipped directly to the end customer. " "When :guilabel:`Dropship` is selected, the :guilabel:`Dropship address` " "field is enabled. Contact names auto-populate here from the **Contacts** " "app." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:135 msgid "Products tab" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:137 msgid "" "In the :guilabel:`Products` tab, add the products to be ordered. Click " ":guilabel:`Add a product`, and type in the product name, or select the item " "from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:140 msgid "" "To create a new product and add it, type the new product name in the " ":guilabel:`Product` column, select :guilabel:`Create [product name]` from " "the resulting drop-down menu, and manually add the unit price. Or, select " ":guilabel:`Create and edit...` to be taken to the product form for that new " "item." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:145 msgid "" ":guilabel:`Catalog` can also be selected to navigate to a product menu from " "the chosen vendor. From here, products can be added to the cart." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:149 msgid "" "To make adjustments to products and prices, access the product form by " "clicking the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon that " "becomes available upon hovering over the :guilabel:`Product` name." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:154 msgid "Send |RFQ|" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:156 msgid "" "Clicking :guilabel:`Send by Email` reveals a :guilabel:`Compose Email` pop-" "up window, with a :guilabel:`Purchase: Request for Quotation` template " "loaded, ready to send to the vendor's email address (configured in the " "**Contacts** app)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:160 msgid "" "After crafting the desired message, click :guilabel:`Send`. Once sent, the " "|RFQ| moves to the :guilabel:`RFQ Sent` stage." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:163 msgid "Clicking :guilabel:`Print RFQ` downloads a PDF of the |RFQ|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:166 msgid "Confirm order" msgstr "Konfirmasi order" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:168 msgid "" "Clicking :guilabel:`Confirm Order` directly transforms the |RFQ| into an " "active |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:171 msgid "" "Odoo tracks communications on each order through the chatter of the |PO| " "form. This shows the emails sent between the user and the contact, as well " "as any internal notes and activities. Messages, notes, and activities can " "also be logged on the chatter." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:175 msgid "Once an |RFQ| is confirmed, it creates a |PO|." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:177 msgid "" "On the new |PO|, the :guilabel:`Order Deadline` field changes to " ":guilabel:`Confirmation Date`, which displays the date and time the user " "confirmed the order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:180 msgid "" "Depending on the user's chosen configuration in the **Purchase** app " "settings, a *vendor bill* is created once products have been ordered or " "received. For more information, refer to the documentation on :doc:`managing" " vendor bills `." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:185 msgid "" "After an order is placed, clicking :guilabel:`Receive Products` records the " "reception of new products into the database." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:189 msgid "" "With the **Inventory** app installed, confirming a |PO| automatically " "creates a receipt document, with the product information and expected " "arrival dates automatically populated." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 msgid "Products" msgstr "Produk" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:3 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:40 msgid "Import vendor pricelist" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:5 msgid "" "Set vendor prices to auto-populate requests for quotations (RFQs) or " "purchase orders (POs) with the unit price, once the product is added, which " "reduces errors and saves time." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:8 msgid "" "In Odoo, vendor pricelists can be :ref:`added individually " "` on the product form, or :ref:`imported in " "bulk `, via an XLSX or CSV file." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:13 msgid "" "Please review this :doc:`import guide " "<../../../essentials/export_import_data>` before uploading vendor " "pricelists." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:19 msgid "On product form" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:21 msgid "" "To manually add the vendor price on the product form, go to the " ":menuselection:`Purchase app --> Products --> Products`, and click the " "desired product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:25 msgid "" "Product forms are accessible from multiple apps, such as **Sales**, " "**Inventory**, and **Manufacturing**." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:28 msgid "" "In the :guilabel:`Purchase` tab of the product form, input the vendor and " "their price, to have this information auto-populate on a request for " "quotation each time the product is listed." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:32 msgid "" ":ref:`Vendor pricelist on product form `" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst-1 msgid "Vendor pricelist on product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:42 msgid "" "To import vendor pricelists, ensure the XLSX or CSV file is accurately " "completed. The best way to obtain a correctly formatted template, including " "product names, references, and vendor details, is to first :ref:`export a " "pricelist ` from the database." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:46 msgid "" "Modify the exported file, as needed, then import it back into the Odoo " "database." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:51 msgid "Export pricelist" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:53 msgid "" "To export a pricelist, go to :menuselection:`Purchase app --> Configuration " "--> Vendor Pricelists`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:55 msgid "On the page, tick the checkbox(es) for the desired vendor pricelists." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:57 msgid "" "Then, click the :icon:`fa-cog` :guilabel:`Actions` button that appears, and " "choose :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst-1 msgid "Show selected exported fields, with the Export button visible." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:63 msgid "" "In the resulting pop-up window, fields listed under the :guilabel:`Fields to" " export` section are included in the exported file. To add more fields, find" " the desired field in the :guilabel:`Available fields` section, and click " "the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of the field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:69 msgid "" "To update to existing records, tick the :guilabel:`I want to update data " "(import-compatible export)` checkbox, and refer to the section on the " ":ref:`External ID ` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:73 msgid "" "For details on commonly-used fields for importing vendor pricelists, see the" " :ref:`Common fields ` section." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:76 msgid "" "Select the desired :guilabel:`Export Format`: :guilabel:`XLSX` or " ":guilabel:`CSV`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:78 msgid "" "To save the selected fields as a template, click the :guilabel:`Template` " "field, and select :guilabel:`New template` from the drop-down menu. Type the" " name of the new template, and click the :icon:`fa-floppy-o` " ":guilabel:`(save)` icon. After that, the template is a selectable option " "when clicking the :guilabel:`Template` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:83 msgid "Finally, click :guilabel:`Export`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:86 msgid "" "With :ref:`developer mode ` turned on, the column names of " "the exported file display the *field name* with the *technical name* in " "parenthesis." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:0 msgid "Exporting vendor pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:93 msgid "" "Export vendor pricelist in XLSX format. It includes :guilabel:`Product " "Template` and other fields in the :guilabel:`Fields to export` section." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:99 msgid "External ID" msgstr "ID Eksternal" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:101 msgid "" "*External ID* is a unique identifier used to update existing vendor " "pricelists. Without it, imported records create new entries, instead of " "updating existing ones. Including this field in the XLSX or CSV, indicates " "the line replaces an existing vendor pricelist in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:0 msgid "Show 'Ready Mat' appear twice." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:109 msgid "" "`Ready Mat` appears twice because the external ID was omitted during the " "price update from `$790` to `$780`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:112 msgid "" "To look-up the :guilabel:`External ID` for a vendor pricelist, tick the " ":guilabel:`I want to update data (import-compatible export)` checkbox at the" " top of the :guilabel:`Export Data` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:116 msgid "" "Selecting :guilabel:`External ID` from the :guilabel:`Available fields` " "section with the :guilabel:`I want to update data (import-compatible " "export)` checkbox ticked results in an export file with two columns " "containing the external ID." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:123 msgid "Common fields" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:125 msgid "" "Below is a list of commonly-used fields when importing vendor pricelists:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:127 msgid "Field name definitions" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:130 msgid "Field name" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:131 msgid "Used for" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:132 msgid "Field in Odoo database" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:133 msgid "Technical name of field" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:134 msgid "Vendor" msgstr "Pemasok" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:135 msgid "" "The only required field for creating a vendor pricelist record. This field " "specifies the vendor associated with the product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:137 msgid "" ":guilabel:`Vendor` field in the :ref:`vendor pricelist of the product form " "`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:139 msgid "`partner_id`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:140 msgid "Product Template" msgstr "Templete Produk" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:141 msgid "The Odoo product the vendor pricelist entry is related to." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:142 msgid ":guilabel:`Product` field in the vendor pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:143 msgid "`product_tmpl_id`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:145 msgid "" "The minimum quantity required to receive the product at the specified price." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:146 msgid "" ":guilabel:`Quantity` field in the vendor pricelist. (If not visible, enable " "it by clicking the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon, and" " tick the :guilabel:`Quantity` checkbox)" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:149 msgid "`min_qty`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:150 msgid "Unit Price" msgstr "Harga Satuan" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:151 msgid "The purchase price for the product from the vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:152 msgid ":guilabel:`Price` field in the vendor pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:153 msgid "`price`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:154 msgid "Delivery Lead Time" msgstr "Lama Waktu Pengiriman" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:155 msgid "" ":ref:`Number of days ` before " "receiving the product after confirming a purchase order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:157 msgid ":guilabel:`Delivery Lead Time` field on the vendor pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:158 msgid "`delay`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:159 msgid "Sequence" msgstr "Urutan" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:160 msgid "" "Defines the order of vendors in the pricelist when multiple vendors are " "available. For example, if `Azure Interior` is listed first and Wood Corner " "second, their sequences would be `1` and `2`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:163 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:171 msgid "N/A" msgstr "N/A" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:164 msgid "`sequence`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:165 msgid "Company" msgstr "Perusahaan" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:166 msgid "Name of company the product belongs to." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:167 msgid ":guilabel:`Company` field in the vendor pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:168 msgid "`company_id`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:169 msgid ":ref:`External ID `" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:170 msgid "Unique ID of a record used to update existing vendor pricelists." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:172 msgid "`id`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:175 msgid "Import records" msgstr "Impor record" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:177 msgid "" "With a template downloaded, fill out the XLSX or CSV file with the necessary" " information. After inputting everything, import the file back into the Odoo" " database, by going to :menuselection:`Purchase app --> Configuration --> " "Vendor Pricelists`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:181 msgid "" "On the page, click the :icon:`fa-cog` :guilabel:`(gear)` icon in the top-" "left corner. In the drop-down menu that appears, click :guilabel:`Import " "records`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:184 msgid "" "Then, click :guilabel:`Upload File` in the upper-left corner, and after " "selecting the XLSX or CSV file, confirm the correct fields, and click " ":guilabel:`Import`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:188 msgid ":doc:`../../../essentials/export_import_data`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:189 msgid ":ref:`Common fields `" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst-1 msgid "Upload file screen." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:195 msgid "Formatting import file" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:197 msgid "" "To understand how to format import files for vendor pricelists, consider the" " following example." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:199 msgid "" "`Storage Box` (:guilabel:`Reference`: `E-COM08`) is sold by `Wood Corner` " "for `$10`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:200 msgid "" "`Large Desk` (:guilabel:`Reference`: `E-COM09`) has no records in the vendor" " pricelist." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:202 msgid "An import file is created to do the following:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:204 msgid "Update the price for `Wood Corner` from `$10` to `$13`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:205 msgid "" "Add pricelist for `Storage Box`: the vendor, `Ready Mat` intends to sell the" " product for `$14`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:206 msgid "" "Add pricelist for `Large Desk`: vendor is `Wood Corner`, price is `$1299`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:207 msgid "" "Add pricelist for `Large Desk`: vendor is `Azure Interior`, price is " "`$1399`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:209 msgid "Vendor pricelist data" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:212 msgid "id" msgstr "id" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:213 msgid "company_id" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:214 msgid "delay" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:215 msgid "price" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:216 msgid "product_tmpl_id" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:217 msgid "sequence" msgstr "urutan" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:218 msgid "partner_id" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:219 msgid "product.product_supplierinfo_3" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:220 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:227 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:234 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:241 msgid "My Company (San Francisco)" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:222 msgid "13.00" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:223 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:230 msgid "[E-COM08] Storage Box" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:225 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:239 msgid "Wood Corner" msgstr "Wood Corner" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:229 msgid "14.00" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:232 msgid "Ready Mat" msgstr "Ready Mat" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:236 msgid "1299.00" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:237 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:244 msgid "[E-COM09] Large Desk" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:238 msgid "6" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:243 msgid "1399.00" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:245 msgid "7" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:246 msgid "Azure Interior" msgstr "Azure Interior" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:249 msgid "The *technical field name* was used to create this information." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:252 msgid "Download the sample files for reference:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:254 msgid ":download:`Sample XLSX import file `" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:255 msgid ":download:`Sample CSV import file `" msgstr "" #: ../../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/temporary_reordering.rst:3 msgid "Temporary reordering rules" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:5 msgid "" "Some businesses require certain products to always have a minimum quantity " "of stock on-hand at any given time. To avoid stock falling below a certain " "threshold, companies can create *reordering rules* in Odoo to automate " "purchase orders for specific products." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:9 msgid "" "Reordering rules keep the forecasted stock levels above a certain threshold," " without exceeding a specified upper limit, or maximum amount. When a " "product with a reordering rule falls below a specified quantity, Odoo " "generates an order using the specified *route* (e.g. *Buy* or *Manufacture*)" " to replenish the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:14 msgid "" "In certain cases, businesses might opt for *temporary reordering rules* when" " they do not want specific products to be replenished automatically." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:17 msgid "" "In Odoo, a \"temporary\" reordering rule is created in the replenishment " "dashboard when a product:" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:19 msgid "is configured with a *Buy* route" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:20 msgid "has no reordering rule configured" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:21 msgid "has `0` quantity in stock" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:22 msgid "is included in a sales order (SO)." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:24 msgid "" "This rule is deleted upon confirmation of the purchase order (PO) generated " "for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:27 msgid "" ":doc:`../../inventory/warehouses_storage/replenishment/reordering_rules`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:33 msgid "" "To configure a product that triggers temporary reordering rules when its " "stock reaches `0`, begin by going to :menuselection:`Inventory app --> " "Products --> Products`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:37 msgid "" "The same configurations can also be made on an existing product, by going to" " :menuselection:`Inventory app --> Products --> Products`, and selecting an " "existing product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:40 msgid "" "On the product form, enter the product name, and ensure the :guilabel:`Can " "be Sold` and :guilabel:`Can be Purchased` options are enabled, located " "beneath the :guilabel:`Product Name` field." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:44 msgid "" "Then, set the :guilabel:`Product Type` to `Storable Product`, under the " ":guilabel:`General Information` tab." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:47 msgid "" "Next, click the :guilabel:`Purchase` tab, and under :guilabel:`Vendor`, " "click :guilabel:`Add a line` to select a vendor from the drop-down menu. " "Then, set a purchase price under :guilabel:`Price`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:51 msgid "" "A vendor **must** be set for temporary reordering rules to work. While a " ":abbr:`PO (purchase order)` can still be created automatically, attempting " "to replenish the product from the :guilabel:`Replenishment` dashboard in the" " *Inventory* app triggers a warning to add a vendor on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:0 msgid "Warning pop-up upon clicking to replenish product with no set vendor." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:60 msgid "" "Before creating a :abbr:`SO (sales order)` for the product, ensure the " ":guilabel:`On Hand` smart button on the product form reads `0.00 Units`. " "Then, ensure that the :guilabel:`Reordering Rules` smart button reads `0`, " "indicating there are no rules applied to this product." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "" "Product form smart button row displaying reordering rules and on hand " "buttons." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:69 msgid "Trigger temporary reordering rule" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:71 msgid "" "To trigger a temporary reordering rule, create a new sales order for a " "product by navigating to :menuselection:`Sales app --> New`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:74 msgid "" "Then, add a customer in the :guilabel:`Customer` field, and click " ":guilabel:`Add a product` under the :guilabel:`Product` column in the " ":guilabel:`Order Lines` tab. Next, select the desired product from the drop-" "down menu. Lastly, :guilabel:`Confirm` the :abbr:`SO (sales order)`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "Sales order for product with no set reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:83 msgid "Check replenishment report" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:85 msgid "" "To see the temporary reordering rule created for the out-of-stock product " "included in the sales order, navigate to :menuselection:`Inventory app --> " "Operations --> Replenishment`. Doing so opens the :guilabel:`Replenishment` " "dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:89 msgid "" "On this dashboard, locate the product for which the temporary reordering " "rule was created. On its product line, its :guilabel:`On Hand` quantity, " "negative :guilabel:`Forecast` quantity, *Buy* :guilabel:`Route`, and " ":guilabel:`To Order` quantity to replenish can be seen." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:93 msgid "" "Additionally, two replenishment options are located to the far-right of the " "row: :guilabel:`Order Once` and :guilabel:`Automate`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "Replenishment report displaying temporary reordering rule and options." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:100 msgid "" "To use the one-time, temporary reordering rule, click :guilabel:`Order " "Once`. This action triggers a confirmation pop-up window in the top-right " "corner, reading :guilabel:`The following replenishment order has been " "generated`, along with a new purchase order number." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:105 msgid "" "Once the purchase order has been generated after clicking :guilabel:`Order " "Once`, refresh the page. The temporary reordering rule for the product no " "longer appears in the :guilabel:`Replenishment` dashboard." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:110 msgid "Complete purchase order" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:112 msgid "" "To view the purchase order created from the :guilabel:`Replenishment` " "dashboard, navigate to the :menuselection:`Purchase app`, and select the " "generated :abbr:`PO (purchase order)` from the :guilabel:`Requests for " "Quotation` overview." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:116 msgid "" "From here, click :guilabel:`Confirm Order`, then click :guilabel:`Receive " "Products`. Finally, click :guilabel:`Validate` to complete the purchase " "order." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst-1 msgid "Purchase order for product ordered with temporary reordering rule." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:123 msgid "Now, the original sales order can be delivered and invoiced." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:126 msgid "" "Once the :abbr:`SO (sales order)` is delivered and invoiced, ensure there " "are no reordering rules on the product form." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/temporary_reordering.rst:129 msgid "" "Go to :menuselection:`Inventory app --> Products --> Products`, select the " "product, and confirm that the :guilabel:`Reordering Rules` smart button " "displays `0`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:3 msgid "Purchase units of measure" 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 when it is sold. 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, click into " "the :guilabel:`Unit of Measure Category` field and enter a name for the " "category. Then, under the :guilabel:`Units of Measure` tab, click " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:77 msgid "" "First, create the unit of measure used as the reference point for converting" " to other units of measure inside the category. 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:83 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:90 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:97 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:101 msgid "" "As the curtain roll equals to 100 square meters, you should select " "*Smaller*." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:103 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:107 msgid "For your curtain roll, the ratio should be set to 100." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:109 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: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:8 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:12 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:17 msgid "Process an Instructions quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:19 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:24 msgid "Process from the quality check's page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:26 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:30 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:34 msgid "Process quality check on an order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:36 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:43 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:51 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:55 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:59 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:64 msgid "Process work order quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:66 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 |MO| as a whole." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:71 msgid "" "Quality checks configured for work orders **must** be completed from the " "*Shop Floor* module. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an |MO| that includes a work order for which an *Instructions* " "quality check is required." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:75 msgid "" "On the |MO|, select the :guilabel:`Work Orders` tab, and click the " ":guilabel:`Open Work Order (square with arrow coming out of it)` button on " "the line of the work order to be processed. On the resulting :guilabel:`Work" " Orders` pop-up window, click the :guilabel:`Open Shop Floor` button to open" " the *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:84 msgid "" "Begin processing the work order's steps until the *Instructions* quality " "check step is reached. Click on the step to open a pop-up window that " "details how to complete the quality check. Once completed, click the " ":guilabel:`Next` button to complete the check, and move on to the next step." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst-1 msgid "An Instruction check as it appears in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:92 msgid "" "Alternatively, an *Instructions* quality check can be completed by clicking " "the checkbox that appears on the right side of the step's line on the work " "order card. When using this method, the quality check automatically passes, " "without a pop-up window appearing." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:97 msgid "" "For a full guide to the *Shop Floor* module, see the :ref:`Shop Floor " "overview ` documentation." 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:9 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:15 msgid "Create a Measure quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:17 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:21 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:28 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:28 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:27 msgid "Quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:30 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:33 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:34 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:35 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:34 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:36 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:36 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:44 msgid "Quality control point (QCP)" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:46 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:50 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:53 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:56 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:60 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:52 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:55 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:62 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:70 msgid "Process a Measure quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:72 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:64 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:77 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:69 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:72 msgid "From the check's page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:79 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:83 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:87 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:93 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:79 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:88 msgid "On an order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:95 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:102 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:97 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:106 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:114 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:118 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 msgid "The \"Quality Check Failed\" pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:128 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:133 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:195 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:137 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:100 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:142 msgid "" "For a complete guide on how to fill out the quality alert form, view the " "documentation on :doc:`quality alerts " "<../quality_management/quality_alerts>`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:146 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:109 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:121 msgid "On a work order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:148 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:153 msgid "" "*Measure* quality checks configured for work orders **must** be completed " "from the *Shop Floor* module. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an |MO| that includes a work order for which a *Measure* quality " "check is required." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:158 msgid "" "On the |MO|, select the :guilabel:`Work Orders` tab, and click the " ":guilabel:`Open Work Order (external link icon)` button on the line of the " "work order to be processed. On the resulting :guilabel:`Work Orders` pop-up " "window, click the :guilabel:`Open Shop Floor` button to open the *Shop " "Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:163 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:138 msgid "" "When accessed from a specific work order, the *Shop Floor* module opens to " "the page for the work center where the order is configured to be processed, " "and isolates the work order's card, so no other cards are shown." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:167 msgid "" "Process the work order's steps until the *Measure* quality check step is " "reached. Click on the step to open a pop-up window that includes " "instructions for how the measurement should be taken. After taking the " "measurement, enter it in the :guilabel:`Measure` field of the pop-up window," " and then click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "A Measure check in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:176 msgid "" "If the measurement entered is within the range specified in the " ":guilabel:`Tolerance` section of the |QCP|, the quality check passes, and " "the pop-up window moves on to the next step of the work order. However, if " "the measurement entered is outside of the specified range, a new pop-up " "window appears, titled :guilabel:`Quality Check Failed`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:181 msgid "" "The body of the :guilabel:`Quality Check Failed` pop-up window shows a " "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" " window, two buttons appear: :guilabel:`Correct Measure` and " ":guilabel:`Confirm Measure`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst-1 msgid "" "The Quality Check Failed pop-up window for a Measure check in the Shop Floor" " module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:190 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 measure in the " ":guilabel:`Measure` field, and then click :guilabel:`Validate` to complete " "the check and close the pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:199 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:158 msgid "" "If a quality alert must be created, exit the pop-up window by clicking the " ":guilabel:`X (close)` button in the top-right corner." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:202 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:161 msgid "" "Then, click the :guilabel:`⋮ (three vertical dots)` button on the bottom-" "right corner of the work order card to open the :guilabel:`What do you want " "to do?` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:205 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:164 msgid "" "On the :guilabel:`What do you want to do?` pop-up window, select the " ":guilabel:`Create a Quality Alert` button. Doing so opens a blank quality " "alert form in a new :guilabel:`Quality Alerts` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst:210 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:169 msgid "" "For a complete guide on how to fill out quality alert forms, view the " "documentation on :doc:`quality alerts " "<../quality_management/quality_alerts>`." 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:9 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:15 msgid "Create a Pass - Fail quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:17 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:21 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:30 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:34 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:51 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:37 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:45 msgid "Quality Control Point (QCP)" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:47 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:54 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:62 msgid "Process a Pass - Fail quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:71 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:75 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:81 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:88 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:92 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:105 msgid "" "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:111 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:116 msgid "" "*Pass - Fail* quality checks configured for work orders **must** be " "completed from the *Shop Floor* module. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an |MO| that includes a work order for which a *Pass - Fail* quality " "check is required." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:130 msgid "" "Begin processing the work order's steps until the *Pass - Fail* quality " "check step is reached. Click on the step to open a pop-up window that " "details the criteria for whether the check passes or fails. Click the " ":guilabel:`Pass` button at the bottom of the pop-up window if the check " "passes, or the :guilabel:`Fail` button if it fails." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:135 msgid "" "If the :guilabel:`Pass` button is clicked, the pop-up window moves to the " "next step for the work order. If the :guilabel:`Fail` button is clicked, a " ":guilabel:`Quality Check Failed` pop-up window appears, detailing what " "should be done next." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst-1 msgid "A Pass - Fail check as it appears in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:144 msgid "" "Alternatively, instead of clicking on the step to open the pop-up window, a " "*Pass - Fail* quality check can be completed by clicking the checkbox that " "appears on the right side of the step's line on the work order card. When " "using this method, the quality check passes automatically, without a pop-up " "window appearing." 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:9 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:14 msgid "Create a Take a Picture quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:16 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:20 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:29 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:33 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:50 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:44 msgid "Quality control point" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:46 msgid "" "To create a |QCP| that generates *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:51 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:57 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:65 msgid "Process a Take a Picture quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:67 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:74 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:78 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:90 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:101 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:105 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:114 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:123 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:128 msgid "" "*Take a Picture* quality checks configured for work orders **must** be " "completed from the *Shop Floor* module. To do so, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Then, select an |MO| that includes a work order for which a *Take a Picture*" " quality check is required." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:142 msgid "" "Process the work order's steps until the *Take a Picture* quality check step" " is reached. Click on the step to open a pop-up window that includes " "instructions for how the picture should be taken. 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:147 msgid "" "Then, click the :guilabel:`Take a Picture` button on the pop-up window 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:151 msgid "" "Finally, click :guilabel:`Validate` at the bottom of the pop-up window to " "complete the quality check. The pop-up window then moves on to the next step" " of the work order." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst-1 msgid "A Take a Picture check in the Shop Floor module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:173 msgid "Review picture attached to quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:175 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:179 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/failure_locations.rst:3 msgid "Failure locations" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:8 msgid "" "In Odoo, *quality control points* (QCPs) are used to create *quality " "checks*, which prompt employees to confirm the quality of products, when " "they are included in certain operations. By setting one or more *failure " "locations* on a |QCP|, products that fail the quality checks it creates can " "be sent to one of the specified locations." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:14 msgid "" "The *Failure Location* feature was added in version 17.0 of Odoo, and does " "**not** appear in any previous version. To upgrade an Odoo database to a " "more recent version, see the documentation on :doc:`database upgrades " "<../../../../administration/upgrade>`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:21 msgid "" "To use failure locations, the *Storage Locations* setting **must** be " "enabled in the settings of the *Inventory* app. This setting allows for the " "creation of sub-locations within a warehouse, including failure locations." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:25 msgid "" "To enable the *Storage Locations* setting, navigate to " ":menuselection:`Inventory app --> Configuration --> Settings`, and tick the " "checkbox next to :guilabel:`Storage Locations`, under the " ":guilabel:`Warehouses` heading. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 msgid "The Storage Locations setting on the Inventory app settings page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:34 msgid "" "Failure locations are most effective when used for products configured as " "*storable products*. This is because inventory counts are only tracked for " "storable products, versus *consumable* products, for which exact counts are " "not tracked." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:38 msgid "" "Quality checks can still be created for consumable products, and those " "products can be sent to a failure location if they fail a check. However, " "Odoo does not track the exact quantity of a consumable product stored at a " "failure location." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:42 msgid "" "To configure a product as storable, navigate to :menuselection:`Inventory " "app --> Products --> Products`, and select a product. In the " ":guilabel:`Product Type` field on the :guilabel:`General Information` tab, " "make sure that :guilabel:`Storable Product` is selected from the drop-down " "menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:48 msgid "Add failure location to QCP" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:50 msgid "" "To add a failure location to a |QCP|, navigate to :menuselection:`Quality " "app --> Quality Control --> Control Points`. Select an existing |QCP| from " "the list, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:55 msgid "" "The following instructions only detail the configuration settings necessary " "for adding a failure location to a |QCP|. For a full overview of |QCPs| and " "all of the options available when configuring them, see the documentation on" " :doc:`quality control points `." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:60 msgid "" "In the :guilabel:`Control Per` field on the |QCP| form, select the " ":guilabel:`Quantity` option. Doing so causes a :guilabel:`Failure Locations`" " field to appear on the form. This field is only available when the " ":guilabel:`Quantity` option is selected." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:64 msgid "" "In the :guilabel:`Failure Locations` field, select one or more locations " "from the drop-down menu. To create a new location, type the desired location" " name into the field, and then select :guilabel:`Create \"[name]\"` from the" " drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 msgid "A QCP form in the Quality app, configured with a failure location." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:73 msgid "Send products to failure location" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:75 msgid "" "Once a |QCP| has been configured with one or more failure locations, " "products that fail a check created by the |QCP| can be routed to one of the " "locations." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:78 msgid "" "To do so, open an order that requires a quality check created by a |QCP| " "configured with a failure location. For example, navigate to " ":menuselection:`Inventory app --> Operations --> Receipts`, and select a " "receipt." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:82 msgid "" "At the top of the selected order, click the :guilabel:`Quality Checks` " "button to open a pop-up window, from which the quality check can be " "processed. At the bottom of the pop-up window, click the :guilabel:`Fail` " "button to fail the quality check, which opens a second pop-up window, titled" " :guilabel:`Quality Check Failed for [Product]`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:87 msgid "" "In the :guilabel:`Quantity Failed` field, enter the quantity of the product " "that failed to pass the quality check. In the :guilabel:`Failure Location` " "field, select a location to which the failed quantity should be sent. Then, " "click :guilabel:`Confirm` at the bottom of the pop-up window to close it." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst-1 msgid "The pop-up window that appears after a quality check fails." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:96 msgid "" "Finally, on the order, click the :guilabel:`Validate` button at the top of " "the page. Doing so confirms the products that failed the quality check were " "sent to the failure location, while products that passed it were sent to " "their normal storage locations." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:101 msgid "View failure location inventory" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:103 msgid "" "To view the product quantities stored in a failure location, navigate to " ":menuselection:`Inventory app --> Configuration --> Locations`. Select a " "failure location from the list. Then, click the :guilabel:`Current Stock` " "smart button on the location's page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/failure_locations.rst:107 msgid "" "A failure location's page lists all of the products stored within the " "location, along with the quantity of each." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:3 msgid "Quality alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:8 msgid "" "In the Odoo *Quality* app, *quality alerts* are used to notify quality teams" " of product defects or other issues. Quality alerts can be created from a " "manufacturing or inventory order, from a work order in the *Shop Floor* " "module, or directly within the *Quality* app." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:13 msgid "Create quality alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:15 msgid "There are multiple ways to create a new quality alert:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:17 msgid "" "**From the Quality app itself**, by to :menuselection:`Quality --> Quality " "Control --> Quality Alerts`, and then click :guilabel:`New` to open a " "quality alert form." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:19 msgid "" "Navigate to :menuselection:`Manufacturing --> Operations --> Manufacturing " "Orders`, and then select an |MO|. Click the :guilabel:`Quality Alert` button" " at the top of the |MO| to open a quality alert form in a new page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:24 msgid "" "This method can only be used if a quality check has been requested for the " "|MO|. The :guilabel:`Quality Alert` button will not appear otherwise." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:27 msgid "" "Open the :menuselection:`Inventory` app, click the :guilabel:`# To Process` " "button on an inventory order type card (Receipts, Delivery Orders, etc.), " "and then select an order. Click the :guilabel:`Quality Alert` button at the " "top of the order to open a quality alert form in a new page." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:33 msgid "" "This method can only be used if a quality check has been requested for the " "inventory order. The :guilabel:`Quality Alert` button will not appear " "otherwise. If the button does not appear, a quality alert can also be " "created by clicking the :guilabel:`⚙️ (gear)` icon at the top of the page " "and selecting the :guilabel:`Quality Alert` option from the resulting menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:38 msgid "" "Open the :menuselection:`Shop Floor` module, and then select a work center " "from the navigation bar at the top of the page. Then, click the :guilabel:`⋮" " (three vertical dots)` button at the bottom-right of a work order card to " "open the :guilabel:`What do you want to do?` menu. Select the " ":guilabel:`Create a Quality Alert` option from this menu to open a quality " "alert in a pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:45 msgid "" "Depending on how a new quality alert form is opened, certain fields on the " "form may already be filled in. For example, if a quality alert is created " "from a work order card in the *Shop Floor* module, the :guilabel:`Product` " "and :guilabel:`Work Center` are pre-filled." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:50 msgid "Quality alerts form" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:52 msgid "" "After opening a new quality alert form, begin by giving it a short " ":guilabel:`Title` that summarizes the issue with the product." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:55 msgid "Then, if the quality alert is referencing:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:57 msgid "" "**A specific product or product variant**, select it from the " ":guilabel:`Product` or :guilabel:`Product Variant` drop-down menus." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:59 msgid "" "**A specific work center**, select it from the :guilabel:`Work Center` drop-" "down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:60 msgid "" "**A specific picking order**, select it from the :guilabel:`Picking` drop-" "down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:62 msgid "" "Next in the :guilabel:`Team` field, select the quality team that is " "responsible for managing the quality alert. If a specific employee should be" " responsible for the quality alert, select them from the " ":guilabel:`Responsible` drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:66 msgid "" "In the :guilabel:`Tags` field, select any tags relevant to the quality alert" " from the drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:69 msgid "" "Use the :guilabel:`Root Cause` field to select the cause of the quality " "issue, if known." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:71 msgid "" "Lastly, choose a :guilabel:`Priority` level by selecting a :guilabel:`⭐ " "(star)` number between one and three. Quality alerts with higher priorities " "appear at the top of the :guilabel:`Quality Alerts` Kanban board in the " "*Quality* app." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:75 msgid "" "At the bottom of the quality alert form are four tabs which aid in adding " "supplemental information or actions to be taken for the quality alert. They " "can be filled out as follows:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:78 msgid "" "In the :guilabel:`Description` tab, enter a description of the quality " "issue." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:79 msgid "" "Use the :guilabel:`Corrective Actions` tab to detail the steps that should " "be taken to fix the issue." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:81 msgid "" "Use the :guilabel:`Preventive Actions` tab to detail what should be done to " "prevent the issue from occurring in the future." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:83 msgid "" "In the :guilabel:`Miscellaneous` tab, select the :guilabel:`Vendor` of the " "product. If using an Odoo database which manages multiple companies, select " "the relevant company in the :guilabel:`Company` field. Finally, specify when" " the alert was assigned to a quality team in the :guilabel:`Date Assigned` " "field." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst-1 msgid "A quality alert form that has been filled out." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:93 msgid "Manage quality alerts" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:95 msgid "" "To view all existing quality alerts, navigate to :menuselection:`Quality -->" " Quality Control --> Quality Alerts`. By default, alerts are displayed in a " "Kanban board view, which organizes them into different stages based on where" " they are in the review process." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:99 msgid "" "To move an alert to a different stage, simply drag and drop it on the " "desired stage. Alternatively, select a quality alert to open it, and then " "click the desired stage above the top-right corner of the quality alert " "form." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst:103 msgid "" "To create a new alert within a specific stage, click the :guilabel:`+ " "(plus)` button to the right of the stage name. In the new alert card that " "appears below the stage title, enter the :guilabel:`Title` of the alert, and" " then click :guilabel:`Add`. To configure the rest of the alert, select the " "alert card to open its form." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst-1 msgid "The Quality Alerts page, displaying alerts in a Kanban view." 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:9 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:13 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:19 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:25 msgid "Manual quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:27 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:31 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:33 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:35 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:40 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:44 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:48 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:50 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:51 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:53 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:55 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:57 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:60 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:63 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:68 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:76 msgid "Process quality check" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:78 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 *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:83 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:90 msgid "Quality check page" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:92 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:97 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:101 msgid "Quality check on order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:103 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:109 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:113 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:123 msgid "Quality check on work order" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:125 msgid "" "To process a quality check for a work order, begin by navigating to " ":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " "Select an |MO| that includes a work order for which a quality check is " "required." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:135 msgid "" "For a full guide to the Shop Floor module, see the :doc:`Shop Floor overview" " <../../manufacturing/shop_floor/shop_floor_overview>` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:142 msgid "" "Process the work order's steps until the quality check step is reached. " "Click on the step to open a pop-up window that details how the check should " "be completed. After following the instructions, click :guilabel:`Validate` " "to complete the check. Alternatively, if a *Pass - Fail* check is being " "processed, click either the :guilabel:`Pass` or :guilabel:`Fail` button." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:147 msgid "" "It is also possible to complete a quality check by clicking the checkbox on " "the right side of the step. Doing so automatically marks the check as " "*Passed*." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:151 msgid "" "The specific steps for processing a quality check depend upon the type of " "check being conducted. For information about processing each type of quality" " check, see the associated documentation:" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:154 msgid ":doc:`../quality_check_types/instructions_check`" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:155 msgid ":doc:`../quality_check_types/pass_fail_check`" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:156 msgid ":doc:`../quality_check_types/measure_check`" msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:157 msgid ":doc:`../quality_check_types/picture_check`" 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:48 msgid "" "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:52 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:55 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:56 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:59 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:64 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:67 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:68 msgid "" ":guilabel:`Randomly`: A quality check is randomly requested for a certain " "percentage of operations, which can be specified in the :guilabel:`Every #% " "of Operations` field that appears below." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:71 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:75 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:79 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:81 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:83 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:85 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:86 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:88 msgid "" ":guilabel:`Worksheet` checks require the employee processing the check to " "fill out an interactive worksheet." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:90 msgid "" ":guilabel:`Spreadsheet` checks require the employee processing the check to " "fill out an interactive spreadsheet." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:94 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:96 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:100 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:104 msgid "" "When creating a |QCP| with the :guilabel:`Worksheet` or " ":guilabel:`Spreadsheet` check types, it is necessary to specify a *Quality " "Worksheet Template* or *Quality Spreadsheet Template* in the " ":guilabel:`Template` field that appears below the :guilabel:`Type` field." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:108 msgid "" "The selected template is duplicated for each quality check created by the " "|QCP|, and **must** be filled out to complete the quality check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:111 msgid "" "To create a new template, navigate to :menuselection:`Quality app --> " "Configuration --> Quality Worksheet/Spreadsheet Templates`, and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:114 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:118 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:121 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:125 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:128 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:131 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:136 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:140 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 "" #: ../../content/applications/inventory_and_mrp/repairs.rst:8 msgid "Repairs" msgstr "Perbaikan" #: ../../content/applications/inventory_and_mrp/repairs.rst:10 msgid "" "Odoo *Repairs* assists companies in creating and processing repairs for " "damaged products returned by customers." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:3 msgid "Process repair orders" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:10 msgid "" "Sometimes, products delivered to customers can break or be damaged in " "transit, and need to be returned for a refund, delivery of a replacement " "product, or repairs." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:13 msgid "" "In Odoo, repairs for products returned by customers can be tracked in the " "*Repairs* app. Once repaired, products can be redelivered to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:16 msgid "" "The return and repair process for damaged products typically follows the " "below steps:" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:18 msgid "" ":ref:`Process return order for damaged product " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:19 msgid "" ":ref:`Create repair order for returned product " "`" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:20 msgid "" ":ref:`Return repaired product to customer `" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:25 msgid "Return order" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:27 msgid "" "Returns can be processed in Odoo via *reverse transfers*, created directly " "from a sales order (SO) once products have been delivered to a customer." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:30 msgid "" "To create a return, navigate to the :menuselection:`Sales app`, and click " "into an |SO| from which a product should be returned. Then, from the |SO| " "form, click the :guilabel:`Delivery` smart button. Doing so opens the " "delivery order (DO) form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:34 msgid "" "From this form, click :guilabel:`Return`. This opens a :guilabel:`Reverse " "Transfer` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Reverse transfer pop-up window on delivery order form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:40 #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:253 msgid "" "This pop-up lists the :guilabel:`Product` included in the order, the " ":guilabel:`Quantity` delivered to the customer, and the :guilabel:`Unit of " "Measure` the product was in." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:43 #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:256 msgid "" "Click the value in the :guilabel:`Quantity` field to change the quantity of " "the product to be returned, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:46 #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:259 msgid "" "Click the :guilabel:`🗑️ (trash)` icon at the far-right of the product line " "to remove it from the return, if necessary." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:49 msgid "" "Once ready, click :guilabel:`Return` to confirm the return. This creates a " "new receipt for the returned products." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:52 msgid "" "Once the product has been returned to the warehouse, receipt of the return " "can be registered in the database by clicking :guilabel:`Validate` from the " "reverse transfer form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:56 msgid "" "Once a reverse transfer for a return is validated, the value in the " ":guilabel:`Delivered` column on the original |SO| updates to reflect the " "difference between the original :guilabel:`Quantity` ordered, and the " ":guilabel:`Quantity` returned by the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:0 msgid "Delivered and Quantity columns on sales order after return." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:67 msgid "Create repair order" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:69 msgid "" "Once products have been returned, their repairs can be tracked by creating a" " repair order (RO)." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:71 msgid "" "To create a new |RO|, navigate to :menuselection:`Repairs app`, and click " ":guilabel:`New`. This opens a blank |RO| form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Left-hand side of blank repair order form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:78 msgid "" "On this form, begin by selecting a :guilabel:`Customer`. The customer " "selected should be for whom the order will be invoiced and delivered." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:81 msgid "" "In the :guilabel:`Product to Repair` field, click the drop-down menu to " "select the product that needs repair. If necessary, click :guilabel:`Search " "More...` to open a :guilabel:`Search: Product to Repair` pop-up window, and " "browse all products in the database." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:85 msgid "" "Once a :guilabel:`Product to Repair` is selected, a new :guilabel:`Product " "Quantity` field appears below it. In that field, enter the quantity (in a " "`0.00` format) of the product that requires repair." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:89 msgid "" "To the right of that value, click the drop-down list to select the unit of " "measure (UoM) for the product." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:92 msgid "" "In the :guilabel:`Return` field, click the drop-down menu and select the " "return order from which the product to be repaired comes from." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:95 msgid "" "Tick the :guilabel:`Under Warranty` checkbox, if the product being repaired " "is covered by a warranty. If ticked, the :guilabel:`Customer` is not charged" " for all the parts used in the repair order." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:99 msgid "" "In the :guilabel:`Scheduled Date` field, click the date to reveal a calendar" " popover window. From this calendar, select a date for the repair, and click" " :guilabel:`Apply`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Right-hand side of blank repair order form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:106 msgid "" "In the :guilabel:`Responsible` field, click the drop-down menu and select " "the user who should be responsible for the repair." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:109 msgid "" "In the :guilabel:`Company` field, if in a multi-company environment, select " "which company this |RO| belongs to." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:112 msgid "" "In the :guilabel:`Tags` field, click the drop-down menu and select which " "tags should be applied to this |RO|." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:116 msgid "Parts tab" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:118 msgid "" "Add, remove, or recycle parts in the :guilabel:`Parts` tab. To do so, click " ":guilabel:`Add a line` at the bottom of the form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:121 msgid "" "In the :guilabel:`Type` column, click the box to reveal three options to " "choose from: :guilabel:`Add` (selected by default), :guilabel:`Remove`, and " ":guilabel:`Recycle`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Type column options or new part under Parts tab." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:128 msgid "" "Choosing :guilabel:`Add` adds this part to the |RO|. Adding parts lists " "components for use in the repair. If the components are used, the user " "completing the repair can record they were used. If they were not used, the " "user can indicate that, too, and the components can be saved for another " "use." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:133 msgid "" "Choosing :guilabel:`Remove` removes this part from the |RO|. Removing parts " "lists components that should be removed from the product being repaired " "during the repair process. If the parts are removed, the user completing the" " repair can indicate they were removed." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:137 msgid "" "Choosing :guilabel:`Recycle` recycles this part from the |RO|, designating " "it for later use or to be repurposed for another use in the warehouse." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:140 msgid "" "In the :guilabel:`Product` column, select which product (part) should be " "added, removed, or recycled. In the :guilabel:`Demand` column, change the " "quantity, if necessary, to indicate what quantity of this part should be " "used in the repair process." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:144 msgid "" "In the :guilabel:`Done` column, change the value (in a `0.00` format) once " "the part has been successfully added, removed, or recycled." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:147 msgid "" "In the :guilabel:`Unit of Measure` column, select the |UoM| for the part." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:149 msgid "" "Finally, in the :guilabel:`Used` column, tick the checkbox once the part has" " been used in the repair process." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:152 msgid "" "To add additional columns to the line, click the :guilabel:`(optional " "columns drop-down)` icon, at the far-right of the header row. Select the " "desired options to add to the line." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Optional additional options to add to new part line." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:160 msgid "Repair Notes and Miscellaneous tabs" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:162 msgid "" "Click the :guilabel:`Repair Notes` tab to add internal notes about this " "specific |RO|, and anything the user performing the repair might need to " "know." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:165 msgid "Click the blank text field to begin writing notes." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:167 msgid "" "Click the :guilabel:`Miscellaneous` tab to see the :guilabel:`Operation " "Type` for this repair. By default, this is set to :guilabel:`YourCompany: " "Repairs`, indicating this is a repair type operation." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:171 msgid "" "Once all desired configurations have been made on the |RO| form, click " ":guilabel:`Confirm Repair`. This moves the |RO| to the :guilabel:`Confirmed`" " stage, and reserves the necessary components needed for the repair." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:175 msgid "" "A new :guilabel:`Forecasted` column appears on the product lines under the " ":guilabel:`Parts` tab, displaying the availability of all components needed " "for the repair." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:178 msgid "" "Once ready, click :guilabel:`Start Repair`. This moves the |RO| to the " ":guilabel:`Under Repair` stage (in the upper-right corner). If the |RO| " "should be cancelled, click :guilabel:`Cancel Repair`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:181 msgid "" "Once all products have been successfully repaired, the |RO| is completed. To" " register this in the database, click :guilabel:`End Repair`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:185 msgid "" "If all parts added to the |RO| were not used, clicking :guilabel:`End " "Repair` causes an :guilabel:`Uncomplete Move(s)` pop-up window to appear." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Uncomplete Moves pop-up window for unused parts." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:192 msgid "" "The pop-up window informs the user that there is a difference between the " "initial demand and the actual quantity used for the order." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:195 msgid "" "If the :guilabel:`Used` quantity should be changed, click " ":guilabel:`Discard` or close the pop-up window. If the order should be " "confirmed, click :guilabel:`Validate`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:198 msgid "" "This moves the |RO| to the :guilabel:`Repaired` stage. A :guilabel:`Product " "Moves` smart button also appears above the form." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:201 msgid "" "Click the :guilabel:`Product Moves` smart button to view the product's moves" " history during and after the repair process." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Moves history of product included in the repair order." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:211 msgid "Return product to customer" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:214 msgid "Product is under warranty" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:216 msgid "" "Once the product has been successfully repaired, it can be returned to the " "customer." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:219 msgid "Product is not under warranty" msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:221 msgid "" "If the product is not under warranty, or should the customer bear the repair" " costs, click :guilabel:`Create Quotation`. This opens a new |SO| form, pre-" "populated with the parts used in the |RO|, with the total cost of the repair" " calculated." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst-1 msgid "Pre-populated new quotation for parts included in repair order." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:229 msgid "" "If this |SO| should be sent to the customer, click :guilabel:`Confirm`, and " "proceed to invoice the customer for the repair." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:233 msgid "" "If the customer should be charged for a repair service, a service type " "product can be created and added to the |SO| for a repaired product." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:236 msgid "" "To return the product to the customer, navigate to the :menuselection:`Sales" " app`, and select the original |SO| from which the initial return was " "processed. Then, click the :guilabel:`Delivery` smart button." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:240 msgid "" "From the resulting list of operations, click the reverse transfer, indicated" " by the :guilabel:`Source Document`, which should read `Return of " "WH/OUT/XXXXX`." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:243 msgid "" "This opens the return form. At the top of this form, a :guilabel:`Repair " "Orders` smart button now appears, linking this return to the completed |RO|." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:246 msgid "" "Click :guilabel:`Return` at the top of the form. This opens a " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:262 msgid "" "Once ready, click :guilabel:`Return` to confirm the return. This creates a " "new delivery for the returned products." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:265 msgid "" "When the delivery has been processed and the product has been returned to " "the customer, click :guilabel:`Validate` to validate the delivery." msgstr "" #: ../../content/applications/inventory_and_mrp/repairs/repair_orders.rst:269 msgid ":doc:`../../sales/sales/products_prices/returns`" msgstr ""