135 lines
4.4 KiB
ReStructuredText
135 lines
4.4 KiB
ReStructuredText
=====================================
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How to do inter-warehouses transfers?
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=====================================
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If you own different warehouses you might want to transfer goods from
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one warehouse to the other. This is very easy thanks to the inventory
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application in Odoo.
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Configuration
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=============
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First of all you have to select the multi locations option. Go to
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:menuselection:`Configuration --> Settings` in the **Inventory application**.
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Then tick the **Manage several locations per
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warehouse** option. Please don't forget to **apply** your changes.
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.. image:: media/inter01.png
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:align: center
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.. tip::
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This option should also be ticked if you wish to manage different
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locations and routes in your warehouse.
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Creating a new warehouse
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========================
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The next step is to create your new warehouse. In the Inventory application
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click on :menuselection:`Configuration --> Warehouse Management -->
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Warehouses`. You are now able to create your warehouse by clicking on
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**Create**.
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Fill in a **Warehouse Name** and a **Short Name**. The short name is 5
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characters maximum.
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.. image:: media/inter02.png
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:align: center
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.. tip::
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please note that the **Short Name** is very important as it will
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appear on your transfer orders and other warehouse documents. It might
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be smart to use an understandable one (e.g.: WH/[first letters of
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location]).
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If you go back to your dashboard, new operations will automatically have
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been generated for your new warehouse.
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.. image:: media/inter03.png
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:align: center
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Creating a new inventory
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========================
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If you create a new warehouse you might already have an existing
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physical inventory in it. In that case you should create an inventory in
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Odoo, if not you can skip this step.
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Go into the inventory application, select :menuselection:`Inventory Control -->
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Inventory Adjustment`. You can then create a new inventory by clicking on
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**Create**. Fill in the **Inventory Reference**, **Date**
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and be sure to select the right warehouse and location.
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.. image:: media/inter04.png
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:align: center
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Next, click on **Start Inventory**. A new window will open where you will
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be able to input your existing products. Select add an item and indicate
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the **Real Quantity** available in the warehouse. The theoretical quantity
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can not be changed as it represents a computed quantity from purchase
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and sales orders.
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.. image:: media/inter05.png
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:align: center
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Don't forget to validate your inventory once you have recorder the state of
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all yours product.
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Create an internal transfer
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===========================
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The final step is to create your internal transfer. If you want to
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tranfer 2 units of a product from your first warehouse to another one in
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Brussels, proceed as follows:
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From your dashboard, select a internal movement of one of the two
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warehouses. To do so, click on :menuselection:`More --> Transfer`.
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.. image:: media/inter06.png
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:align: center
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A new window will open where you will be able to select the source
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location zone (in this case our "old warehouse") and the destination
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location zone (in this case our "new" warehouse located in Brussels).
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Add the products you want to transfer by clicking on **Add an Item** and
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don't forget to **Validate** or **Mark as TODO** once you are done.
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.. image:: media/inter07.png
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:align: center
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If you select **Validate**, Odoo will process all quantities to transfer.
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If you select **Mark as TODO**, Odoo will put the transfer in **Waiting
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Availability** status. Click on **Reserve** to reserve the amount of
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products in your source warehouse.
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It is also possible to manually transfer each product:
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1. Via your dashboard, select the transfer order in the source location.
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.. image:: media/inter08.png
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:align: center
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2. Select the right transfer order
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.. image:: media/inter09.png
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:align: center
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3. Click on the little pencil logo in the lower right
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corner in order to open the operation details window. In this new
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window you can manually indicate how much products you process
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.. image:: media/inter10.png
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:align: center
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.. tip::
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If you decide to partially process the transfer order (e.g. a part of the
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products can't be shipped yet due to an unexpected event), Odoo will
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automatically ask if you wish to create a **backorder**.
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Create a backorder if you expect to process the remaining products
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later, do not create a backorder if you will not supply/receive the
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remaining products.
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