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
147 lines
4.4 KiB
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147 lines
4.4 KiB
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========================
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Work with serial numbers
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========================
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To track products with serial numbers, you can use the serial number
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tracking. With them, you can track the current location of the product
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and, when the products are moved from one location to another, the
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system will automatically identify the current location of the product,
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based on its last movement.
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If you want to do it or run very advanced traceability, the Odoo
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double-entry management is the feature you need.
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Configurations
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==============
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Application configuration
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-------------------------
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First, you need to activate the serial numbers tracking. To do so, go to
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:menuselection:`Configuration --> Settings` in the *Inventory* application. Then,
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enable the feature and hit save.
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.. image:: media/serial_numbers_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 the products you want to track by serial
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numbers. To do so, go to :menuselection:`Master Data --> Products` and open the product
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of your choice. Edit it and select *Tracking By Unique Serial Number*
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in the *Inventory tab*. Then, click on save.
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.. image:: media/serial_numbers_02.png
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:align: center
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.. image:: media/serial_numbers_03.png
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:align: center
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Manage Serial Numbers
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=====================
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Receipts
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--------
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To receive a product that is tracked by serial number, you have to
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specify its serial number. Of course, you have several ways of doing so:
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- Manual assignation
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- Multi-assignation
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- Copy/pasting from an Excel file
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Whatever could be your favorite way to assign serial numbers, you
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firstly need to open the detailed operations of your picking.
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.. image:: media/serial_numbers_04.png
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:align: center
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Manual assignation of the different serial 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 in the serial number field. Once done,
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you can click again on *Add a line* to register a new serial number.
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.. image:: media/serial_numbers_05.png
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:align: center
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Multi-assignation
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~~~~~~~~~~~~~~~~~
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By using the multi-assignation of serial numbers, Odoo will
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automatically create the necessary lines. To do so, you have to enter
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the first serial number of your set and the number of products you have
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to assign a serial number to.
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Once done, click on *Assign Serial Numbers* and Odoo will do the rest.
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.. image:: media/serial_numbers_06.png
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:align: center
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.. image:: media/serial_numbers_07.png
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:align: center
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Copy/pasting from an Excel file
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To use copy/pasting, open the spreadsheet containing the serial numbers
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you received and copy the list. Then, past them in the *Lot/Serial
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Number Name* column of the wizard. Doing so, Odoo will automatically
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create the lines you need.
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.. image:: media/serial_numbers_08.png
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:align: center
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.. image:: media/serial_numbers_09.png
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:align: center
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.. image:: media/serial_numbers_10.png
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:align: center
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Operation types
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===============
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You also have the possibility to define how you will manage lots for
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each operation type. To define it, go to :menuselection:`Configuration --> Operation Types` in the
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*Inventory* app.
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For each type, you can decide if you allow the creation of new lot
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numbers or want to use existing ones. By default, the creation of new
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lots is only allowed at product reception.
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.. image:: media/serial_numbers_11.png
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:align: center
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.. tip::
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If you have inter-warehouse transfers and track products by lots, it can
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be useful to allow using existing lot numbers in receipts too.
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Serial Number traceability
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==========================
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Using serial numbers allows you to keep track of where the products were
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received, put in stock, to whom they were sold, and where they were
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shipped to.
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Tracking an item is easy: open the *Inventory* app, and go to :menuselection:`Master Data -->
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Lots/Serial Numbers` and click on the serial number corresponding to your search. Then, open the
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*Traceability* information. There, you will see in which documents the serial number has been used.
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.. image:: media/serial_numbers_12.png
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:align: center
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.. image:: media/serial_numbers_13.png
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:align: center
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And, if you want to locate a serial number, you can do so by clicking on
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the *Location* button available on the serial number form.
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.. image:: media/serial_numbers_14.png
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:align: center
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.. image:: media/serial_numbers_15.png
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:align: center |