a6db76c830
Without adding the information about marking a transfer as TO DO you will not see the icon show up and this is really confusing. Closes #150
129 lines
3.7 KiB
ReStructuredText
129 lines
3.7 KiB
ReStructuredText
================================
|
|
How to work with serial numbers?
|
|
================================
|
|
|
|
Introduction
|
|
============
|
|
|
|
Serial Number Tracking is used to track products with serial numbers on
|
|
every transactions. You can track the current location of the product
|
|
with serial numbers. When the products are moved from one location to
|
|
another location, the system will automatically identify the current
|
|
location of the product based on last movement of the product. So you
|
|
can get the last location where the products are moved.
|
|
|
|
The double-entry management in Odoo enables you to run very advanced
|
|
traceability.
|
|
|
|
Setting up
|
|
==========
|
|
|
|
Application configuration
|
|
-------------------------
|
|
|
|
You need activate the tracking of serial numbers in the settings. In the
|
|
**Inventory** application, go to :menuselection:`Configuration --> Settings`,
|
|
select **Track lots or serial numbers**.
|
|
|
|
.. image:: media/serial_numbers01.png
|
|
:align: center
|
|
|
|
Then click on **Apply**.
|
|
|
|
Product Configuration
|
|
---------------------
|
|
|
|
Finally, you have to configure which products you want to track in lots.
|
|
|
|
Go into :menuselection:`Inventory Control --> Products`, and open the product
|
|
of your choice. Click on **Edit**, and in the **Inventory** tab, select **By Unique
|
|
Serial Number**, then click on **Save**.
|
|
|
|
.. image:: media/serial_numbers02.png
|
|
:align: center
|
|
|
|
Manage Serial Numbers
|
|
=====================
|
|
|
|
Transfers
|
|
---------
|
|
|
|
In order to process a transfer of a product tracked by serial number,
|
|
you have to input the number(s).
|
|
In order to be able to assign serial numbers to products with tracking features
|
|
enabled you will first need to mark your transfer as to do. Click on the **Mark
|
|
as TODO** button to display the Lot Split icon.
|
|
|
|
Click on the serial number icon :
|
|
|
|
.. image:: media/serial_numbers03.png
|
|
:align: center
|
|
|
|
A window will pop-up. Click on **Add an item** and fill in the serial
|
|
numbers.
|
|
|
|
.. image:: media/serial_numbers04.png
|
|
:align: center
|
|
|
|
If you move products that already have serial numbers assigned, those
|
|
will appear in the list. Just click on the **+** icon to to confirm that you
|
|
are moving those serial numbers.
|
|
|
|
.. image:: media/serial_numbers05.png
|
|
:align: center
|
|
|
|
.. note::
|
|
In the scanner interface, you just have to scan the serial numbers.
|
|
|
|
Inventory adjustment
|
|
--------------------
|
|
|
|
Inventory of a product tracked by serial numbers can be done in 2 ways:
|
|
|
|
- Classic inventory by products
|
|
|
|
- Inventory of a serial number
|
|
|
|
When doing a classic inventory, there is a **Serial Number** column. If the
|
|
product has already been assigned with a number, it is already
|
|
pre-filled.
|
|
|
|
Click on **Add an item** if the product has not been inventoried yet. You
|
|
can easily create serial numbers, just type in a new number in the
|
|
column.
|
|
|
|
.. image:: media/serial_numbers06.png
|
|
:align: center
|
|
|
|
The quantity should be 1 for each line.
|
|
|
|
You can also just do the inventory of a serial number. In this case, you
|
|
will have to fill in the serial number. You can also create a new one
|
|
from here. Just type in the number, a window will pop out to link it to
|
|
a product.
|
|
|
|
.. image:: media/serial_numbers07.png
|
|
:align: center
|
|
|
|
Serial Number traceability
|
|
==========================
|
|
|
|
The serial number given to these items allow you to keep track of where
|
|
they were received, put in stock, to whom they were sold and where they
|
|
were shipped to.
|
|
|
|
To track an item, open the **Inventory** module, and in :menuselection:`Inventory
|
|
Control --> Serial Numbers/lots`, click on the serial number corresponding
|
|
to your search.
|
|
|
|
.. image:: media/serial_numbers08.png
|
|
:align: center
|
|
|
|
You can have more details by clicking on the **Traceability** button :
|
|
|
|
.. image:: media/serial_numbers09.png
|
|
:align: center
|
|
|
|
.. seealso::
|
|
* :doc:`differences`
|
|
* :doc:`lots` |