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
138 lines
3.9 KiB
ReStructuredText
138 lines
3.9 KiB
ReStructuredText
=================================
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Manage lots of identical products
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=================================
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Lots are useful for products you receive in great quantity and for which
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a lot number can help in reporting, quality controls, or any other info.
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Lots will help identify a number of pieces having, for instance, a
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production fault. It can be useful for a batch production of clothes or
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food.
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Odoo has the capacity to manage lots, ensuring compliance with the
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traceability requirements imposed by the majority of industries.
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The double-entry management in Odoo enables you to run very advanced
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traceability.
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Setting Up
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==========
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Application Configuration
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-------------------------
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First, you need to activate the tracking of lot numbers. To do so, go to
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:menuselection:`Inventory --> Configuration --> Settings` and tick *Lots & Serial
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Numbers*. Then, click on save.
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.. image:: media/lots_01.png
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:align: center
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Product Configuration
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---------------------
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Now, you have to configure which products you want to track by serial
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numbers.
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Go to :menuselection:`Master Data --> Products` and open the product of your choice.
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There, click on *Edit* and select *Tracking by Lots* in the
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inventory tab.
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.. image:: media/lots_02.png
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:align: center
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.. image:: media/lots_03.png
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:align: center
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Manage Lots
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===========
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Receipts
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--------
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In order to receive a product tracked by lots, you have to specify its
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lot numbers. You have several ways of doing so:
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1. Manually assign the different lot numbers
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2. Copy/paste lot numbers from an Excel file
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First, you need to open the detailed operations of your picking.
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.. image:: media/lots_04.png
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:align: center
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Manually assign the different lot numbers
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When opening the detailed operations, you can click on *Add a line*.
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Then, you will be able to fill the lot number in. Once done, you can
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click on *Add a line* again to register a new lot number.
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.. image:: media/lots_05.png
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:align: center
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Copy/paste lot number from an Excel file
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Once the spreadsheet containing the lot numbers you received from your
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supplier and copy the list. Then, you can paste them in the *Lot/Serial
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Number Name* column for Odoo to automatically create the necessary
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lines. After that, you will have to manually enter the number of
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products that are contained in each one of the lots.
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.. image:: media/lots_06.png
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:align: center
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.. image:: media/lots_05.png
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:align: center
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.. image:: media/lots_07.png
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:align: center
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Operation Types
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---------------
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Of course, you also have the possibility to define how you will manage
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lots for each operation type. To do so, open the *Inventory* app and
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go to :menuselection:`Configuration --> Operation Types`.
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For each type (receipts, internal transfers, deliveries, …), you can
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decide if you allow to create new lot numbers or only use existing ones.
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By default, the creation of new lots is only allowed at product
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reception, and using existing lot numbers isn’t allowed in this
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operation. If you have inter-warehouse transfers and track products by
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lots, it can be useful to allow using existing lot numbers in receipts
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too.
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.. image:: media/lots_08.png
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:align: center
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Lots traceability
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=================
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The lot number given to the products allows you to keep track of where
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they were received, put in stock, to whom they were sold and where they
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were shipped to.
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To track an item, open the *Inventory* module and, in :menuselection:`Master Data -->
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Lots/Serial Numbers`, click on the lot number corresponding to your
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search.
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.. image:: media/lots_09.png
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:align: center
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When you open the *Traceability* information, you see in which
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documents the lot number has been used.
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.. image:: media/lots_10.png
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:align: center
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Now, if you want to locate the lot number, you can do so by clicking on
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the *Location* stat button.
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.. image:: media/lots_11.png
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:align: center
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.. image:: media/lots_12.png
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:align: center
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