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[IMP] Inventory: Update lot numbers documentation
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content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst

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@@ -91,13 +91,13 @@ warehouse receipt form.
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.. image:: lots/user-error.png
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:alt: Add lot/serial number user error popup.
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On the receipt form, on the product line in the :guilabel:`Operations` tab, select the |list| icon
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to the right of the product that is tracked by lot numbers.
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On the receipt form, on the product line in the :guilabel:`Operations` tab, select the
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:guilabel:`Details` link to the right of the product that is tracked by lot numbers.
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.. image:: lots/list-icon.png
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:alt: Show the bulleted list icon on the product line.
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.. image:: lots/details-link.png
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:alt: The Details link on the product line.
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Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial
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Doing so opens the :guilabel:`Detailed Operations` pop-up window, where the :guilabel:`Lot/Serial
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Number` and :guilabel:`Quantity` are assigned.
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The two ways to assign lot numbers: **manually** and **importing**.
@@ -106,8 +106,7 @@ Manual assignment
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~~~~~~~~~~~~~~~~~
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To manually assign lot numbers, click :guilabel:`Add a line`. Input the :guilabel:`Lot/Serial
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Number`, :guilabel:`Store To` location for the lot, :guilabel:`Quantity`, and :guilabel:`Destination
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Package`, if any.
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Number` and :guilabel:`Quantity`.
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.. note::
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To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and
@@ -120,20 +119,24 @@ Package`, if any.
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Import lots
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~~~~~~~~~~~
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In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import Serials/Lots`, then paste
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the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field.
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In the :guilabel:`Detailed Operations` pop-up window, click :guilabel:`Import Serials/Lots`, then
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paste the bulk lot numbers in the :guilabel:`Lots/Serial numbers` field.
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.. figure:: lots/bulk-sn.png
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:alt: Lot numbers copied to the lot number line.
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Lot numbers pasted to the "Lots/Serial numbers" field, in the **Import Lots** pop-up window.
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Tick the :guilabel:`Keep current lines` checkbox to generate *additional* lot numbers in the
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:guilabel:`Open: Stock move` pop-up window. To replace the lot numbers in the list, leave the
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:guilabel:`Detailed Operations` pop-up window. To replace the lot numbers in the list, leave the
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:guilabel:`Keep current lines` option unticked.
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Finally, click :guilabel:`Generate`.
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For products tracked by lots, be sure to update the :guilabel:`Quantity` field in the
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:guilabel:`Detailed Operations` window until the total in the column matches the :guilabel:`Demand`
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at the top.
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Once all product quantities have been assigned a lot number, click :guilabel:`Save` to close the
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pop-up window. Then, click :guilabel:`Validate` on the receipt form.
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@@ -157,9 +160,9 @@ confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Cl
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clicking the :guilabel:`Delivery Orders` kanban card.
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Clicking the :guilabel:`Delivery` smart button opens the the delivery order form, where lot numbers
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are picked for delivery. In the :guilabel:`Operations` tab, click the |list| icon to the right of
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the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel:`Open: Stock
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move` pop-up window.
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are picked for delivery. In the :guilabel:`Operations` tab, click the :guilabel:`Details` link to
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the right of the product that is tracked by lot numbers. Clicking that icon reveals a
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:guilabel:`Detailed Operations` pop-up window.
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In the pop-up window, the chosen lot number and its storage location is displayed in the
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:guilabel:`Pick From` column, with the with the full :guilabel:`Quantity` taken from that specific
@@ -193,8 +196,9 @@ Lot management
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Manage and view existing lot numbers for products in the :guilabel:`Lot/Serial Numbers` dashboard by
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going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
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By default, lot numbers are grouped by product, and selecting the drop-down menu for each product
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displays the existing lot numbers. Select a lot number to :ref:`modify or add details
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Sort this list by product by clicking in the :guilabel:`Search` field, then selecting
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:menuselection:`Group By --> Product`. Selecting the drop-down menu for each product displays the
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existing lot numbers. Select a lot number to :ref:`modify or add details
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<inventory/product_management/edit-lot>` linked to the lot. Lot numbers can also be :ref:`created
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<inventory/product_management/create-new-lot>` from this page, by clicking the :guilabel:`New`
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button.
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