4bb2eeda11
- Removed the numbering from headings because it was either inconsistent, breaking the implicit hyperlink target or useless. - Fixed incorrect heading formattings. - Replaced hand-written flows by the :menuselection: directive
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3.3 KiB
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94 lines
3.3 KiB
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======================
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Set your Initial Stock
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======================
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The first step to use the inventory application is to create products in
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your database via the menu :menuselection:`Master Data --> Products`. Click the Create
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button and enter the name of your product.
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.. image:: media/initial_stock_01.png
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:align: center
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Set the product as *storable*, in order to track the stock for this
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product and be able to include it in an inventory adjustment.
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.. image:: media/initial_stock_02.png
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:align: center
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Inventory Adjustment for Multiple Products
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==========================================
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Once you have created all your *storable products*, you can create an
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*inventory adjustment* to determine their current stock level in Odoo.
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You therefore need to go to :menuselection:`Operations --> Inventory Adjustments` and
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create a new one.
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.. image:: media/initial_stock_03.png
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:align: center
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You have to enter a title for your *inventory adjustment* and you can
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then decide if you want to proceed to the *inventory adjustment* of
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all products or only some of them. For a first *inventory adjustment*,
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I suggest you to keep the *Products* field empty. You can then *Start
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Inventory*.
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.. image:: media/initial_stock_04.png
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:align: center
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If you already have some products in stock, Odoo will add the lines with
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the theoretical quantity currently in stock. You can also add new lines
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with your other products.
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.. image:: media/initial_stock_05.png
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:align: center
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.. note::
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If your products are tracked by Serial/Lot numbers, you will have an
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additional column allowing you to specify those for the different units
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added to the inventory adjustment.
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Odoo will highlight in red the lines for which there is a difference
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between the theoretical quantity on hand, which is automatically
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computed by the system, and the counted quantity you manually entered.
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Once all the necessary products have been entered, you can hit
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*Validate Inventory* and the quantities on hand of your different
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products will be updated.
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Inventory Adjustment for one Product
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====================================
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On each storable product, you have access to the *Update Quantity*
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button.
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.. image:: media/initial_stock_06.png
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:align: center
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When clicking this button, you see the current stock you have for this
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product. You can edit the existing lines or create new ones to add stock
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of your product in different locations and/or add new serial/lot
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numbers.
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.. image:: media/initial_stock_07.png
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:align: center
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Once you come back to your product, you see that the quantity on hand as
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been updated taking your modification into account.
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.. image:: media/initial_stock_08.png
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:align: center
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.. note::
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If you work with product variants, the quantity on hand will show you
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the total quantity in stock for the product template, taking the
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different variants into account.
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By default, the quantity on hand of the product form will show you the
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number of products that are part of your warehouse view location,
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meaning which are part of an internal type sub-location of this
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warehouse. It means that if you have any product in a location that
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isn’t under the main warehouse location, they won’t appear in the stock
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on hand stat button.
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.. image:: media/initial_stock_09.png
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:align: center
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