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[IMP] Inventory: lot numbers
closes #14616 X-original-commit: 0d72063 Signed-off-by: Felicia Kuan (feku) <[email protected]> Signed-off-by: Jessica Rogers (jero) <[email protected]> Co-authored-by: larm-odoo <[email protected]>
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content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst

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@@ -33,7 +33,6 @@ Then, click :guilabel:`Save`.
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- :ref:`Print GS1 barcodes for lots and serial numbers <barcode/operations/gs1-lots>`
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.. image:: lots/enabled-lots-setting.png
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:align: center
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:alt: Enabled lots and serial numbers feature in inventory settings.
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.. _inventory/management/track_products_by_lots:
@@ -45,9 +44,10 @@ Once the :guilabel:`Lots & Serial Numbers` feature is activated, configure indiv
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tracked using lots. To do this, go to :menuselection:`Inventory app --> Products --> Products`, and
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choose a product to configure.
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On the product form, go to the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section,
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select the :guilabel:`By Lots` option in the :guilabel:`Tracking` field. Now, new or existing lot
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numbers can be assigned to newly-received or manufactured batches of this product.
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On the product form, click into the :guilabel:`General Information` tab. In the :guilabel:`Track
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Inventory` field, tick the checkbox, then select :guilabel:`By Lots` from the drop-down menu. Now,
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new or existing lot numbers can be assigned to newly-received or manufactured batches of this
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product.
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.. seealso::
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:doc:`expiration_dates`
@@ -58,7 +58,6 @@ numbers can be assigned to newly-received or manufactured batches of this produc
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products in stock.
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.. image:: lots/tracking-product-form.png
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:align: center
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:alt: Enabled tracking by lots feature on product form.
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Assign lots for shipping and receiving
@@ -90,14 +89,12 @@ warehouse receipt form.
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lot number **must** be assigned before validating the receipt.
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.. image:: lots/user-error.png
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:align: center
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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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.. image:: lots/list-icon.png
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:align: center
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:alt: Show the bulleted list icon on the product line.
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Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial
@@ -118,7 +115,6 @@ Package`, if any.
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:guilabel:`Quantity` column matches the :guilabel:`Demand` at the top.
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.. image:: lots/assign-lots-popup.png
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:align: center
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:alt: Assign lot number detailed operations popup.
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Import lots
@@ -127,14 +123,7 @@ Import lots
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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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.. figure:: lots/lots-excel-spreadsheet.png
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:align: center
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:alt: List of lot numbers copied on excel spreadsheet.
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List of lot numbers copied on *Google* spreadsheets.
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.. figure:: lots/bulk-sn.png
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:align: center
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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.
@@ -193,7 +182,6 @@ Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`,
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|DO| to deliver the products.
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.. image:: lots/pick-from-lots.png
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:align: center
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:alt: Popup for source lot number on sales order.
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.. seealso::
@@ -212,7 +200,6 @@ displays the existing lot numbers. Select a lot number to :ref:`modify or add de
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button.
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.. figure:: lots/lot-dashboard.png
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:align: center
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:alt: Show the "Lot/Serial Number" dashboard.
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Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard.
@@ -243,7 +230,6 @@ On the lot number form, the following fields can be modified:
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modified, as the lot numbers are linked with existing stock moves.
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.. image:: lots/lot-number.png
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:align: center
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:alt: Show the lot number form.
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.. seealso::
@@ -259,14 +245,13 @@ on a lot number form:
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:icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu.
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#. Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields.
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Name and :doc:`configure the new field </applications/essentials/property_fields>`. Once
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finished, enter the property value in the new field.
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Name and :doc:`configure the new field </applications/essentials/property_fields>`. Once finished,
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enter the property value in the new field.
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.. example::
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The new property, `Wood type`, is added. The value is recorded as `Cherry wood`.
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.. image:: lots/add-properties.png
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:align: center
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:alt: Show the "Add Properties" button on a lot number form.
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.. seealso::
@@ -298,21 +283,11 @@ number will be assigned.
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The lot number, `000001`, is created for the product, `Drawer Black`.
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.. image:: lots/new-lot-number.png
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:align: center
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:alt: New lot number creation form with assigned product.
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After a new lot number has been created, saved, and assigned to the desired product, the lot number
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is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning
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lot numbers to products on a receipt <inventory/product_management/assign-lots>`, or when making an
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inventory adjustment.
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.. example::
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After creating the lot number, `000001` appears as an option for `Drawer Black` when assigning
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lot numbers on the :guilabel:`Inventory Adjustment` page.
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.. image:: lots/inventory-adjustment.png
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:align: center
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:alt: Show how to assign lot numbers on the Inventory Adjustment page.
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lot numbers to products on a receipt <inventory/product_management/assign-lots>`.
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Manage lots for different operations types
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==========================================
@@ -330,7 +305,6 @@ On the operation type form, under the :guilabel:`Lots/Serial Numbers` section, t
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Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selected.
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.. image:: lots/operation-type-form.png
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:align: center
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:alt: Enabled traceability setting on operations type form.
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.. tip::
@@ -398,7 +372,6 @@ Doing so reorganizes all the records on the page to display all existing lots an
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and can be expanded to show all quantities of products with that assigned number.
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.. image:: lots/group-by-number.png
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:align: center
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:alt: Lots and serial numbers traceability report.
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Traceability report
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smart button.
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.. image:: lots/traceability-report.png
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:align: center
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:alt: Show the Traceability Report for a lot, that displays the stock moves.
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.. seealso::
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