diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst index bcdfa486e7..30b0f4e82e 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst @@ -60,8 +60,8 @@ product. .. image:: lots/tracking-product-form.png :alt: Enabled tracking by lots feature on product form. -Assign lots for shipping and receiving -====================================== +Assigning lots for shipping and receiving +========================================= Assign new lot numbers to :ref:`incoming goods ` on the receipt form. When shipping :ref:`outgoing goods @@ -70,8 +70,8 @@ the delivery order form. .. _inventory/product_management/assign-lots: -On receipts ------------ +Assigning on receipts +--------------------- Assigning new or existing lot numbers to incoming goods can be done directly on receipts. @@ -91,23 +91,22 @@ warehouse receipt form. .. image:: lots/user-error.png :alt: Add lot/serial number user error popup. -On the receipt form, on the product line in the :guilabel:`Operations` tab, select the |list| icon -to the right of the product that is tracked by lot numbers. +On the product line in the :guilabel:`Operations` tab, select the :guilabel:`Details` link to the +right of the product that is tracked by lot numbers. -.. image:: lots/list-icon.png - :alt: Show the bulleted list icon on the product line. +.. image:: lots/details-link.png + :alt: The Details link on the product line. -Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial +Doing so opens the :guilabel:`Detailed Operations` pop-up window, where the :guilabel:`Lot/Serial Number` and :guilabel:`Quantity` are assigned. -The two ways to assign lot numbers: **manually** and **importing**. +There are two ways to assign lot numbers: **manually** and **importing**. Manual assignment ~~~~~~~~~~~~~~~~~ To manually assign lot numbers, click :guilabel:`Add a line`. Input the :guilabel:`Lot/Serial -Number`, :guilabel:`Store To` location for the lot, :guilabel:`Quantity`, and :guilabel:`Destination -Package`, if any. +Number` and :guilabel:`Quantity`. .. note:: To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and @@ -117,11 +116,11 @@ Package`, if any. .. image:: lots/assign-lots-popup.png :alt: Assign lot number detailed operations popup. -Import lots -~~~~~~~~~~~ +Assignment by import +~~~~~~~~~~~~~~~~~~~~ -In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import Serials/Lots`, then paste -the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field. +In the :guilabel:`Detailed Operations` pop-up window, click :guilabel:`Import Serials/Lots`, then +paste the bulk lot numbers in the :guilabel:`Lots/Serial numbers` field. .. figure:: lots/bulk-sn.png :alt: Lot numbers copied to the lot number line. @@ -129,11 +128,15 @@ the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field. Lot numbers pasted to the "Lots/Serial numbers" field, in the **Import Lots** pop-up window. Tick the :guilabel:`Keep current lines` checkbox to generate *additional* lot numbers in the -:guilabel:`Open: Stock move` pop-up window. To replace the lot numbers in the list, leave the +:guilabel:`Detailed Operations` pop-up window. To replace the lot numbers in the list, leave the :guilabel:`Keep current lines` option unticked. Finally, click :guilabel:`Generate`. +For products tracked by lots, be sure to update the :guilabel:`Quantity` field in the +:guilabel:`Detailed Operations` window until the total in the column matches the :guilabel:`Demand` +at the top. + Once all product quantities have been assigned a lot number, click :guilabel:`Save` to close the pop-up window. Then, click :guilabel:`Validate` on the receipt form. @@ -142,8 +145,8 @@ pop-up window. Then, click :guilabel:`Validate` on the receipt form. .. _inventory/product_management/assign-lots-delivery: -On delivery orders ------------------- +Assigning on delivery orders +---------------------------- Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment on a delivery order form. @@ -157,9 +160,9 @@ confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Cl clicking the :guilabel:`Delivery Orders` kanban card. Clicking the :guilabel:`Delivery` smart button opens the the delivery order form, where lot numbers -are picked for delivery. In the :guilabel:`Operations` tab, click the |list| icon to the right of -the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel:`Open: Stock -move` pop-up window. +are picked for delivery. In the :guilabel:`Operations` tab, click the :guilabel:`Details` link to +the right of the product that is tracked by lot numbers. Clicking that icon reveals a +:guilabel:`Detailed Operations` pop-up window. In the pop-up window, the chosen lot number and its storage location is displayed in the :guilabel:`Pick From` column, with the with the full :guilabel:`Quantity` taken from that specific @@ -193,8 +196,9 @@ Lot management Manage and view existing lot numbers for products in the :guilabel:`Lot/Serial Numbers` dashboard by going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. -By default, lot numbers are grouped by product, and selecting the drop-down menu for each product -displays the existing lot numbers. Select a lot number to :ref:`modify or add details +Sort this list by product by clicking in the :guilabel:`Search` field, then selecting +:menuselection:`Group By --> Product`. Selecting the drop-down menu for each product displays the +existing lot numbers. Select a lot number to :ref:`modify or add details ` linked to the lot. Lot numbers can also be :ref:`created ` from this page, by clicking the :guilabel:`New` button. diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lots-popup.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lots-popup.png index b3a9acaae2..71a7fd6735 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lots-popup.png and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/assign-lots-popup.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulk-sn.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulk-sn.png index ef4c85e5e9..db828d9dc5 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulk-sn.png and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/bulk-sn.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/details-link.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/details-link.png new file mode 100644 index 0000000000..fb42e6d4ce Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/details-link.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-dashboard.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-dashboard.png index fd4619b092..ef31413b94 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-dashboard.png and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/lot-dashboard.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/pick-from-lots.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/pick-from-lots.png index 4490805173..e709ee1145 100644 Binary files a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/pick-from-lots.png and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/pick-from-lots.png differ