[IMP] Stock planner improvement
This commit is contained in:
Fabien Pinckaers
@@ -7,16 +7,24 @@
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Welcome'"/>
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<t t-set="hide_mark_as_done" t-value="True"/>
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<p>This guide will accompany you through the initial configuration of Odoo Inventory.</p>
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<p>It may take you a few hours, but in the end you will understand:</p>
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<p>
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This guide will help you get started with Odoo Inventory.
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Once you are done, you will benefit from:
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</p>
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<ul>
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<li>The basics of a good inventory management</li>
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<li>The best way to make a good and efficient inventory of your stock</li>
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<li>How to manage your customers orders, from the initial quotation to the final delivery and invoice</li>
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<li>How to request quotations from your suppliers and manage incoming shippments</li>
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<li>And many other inventory procedures like stock forecast, automatic procurement and traceability</li>
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<li><strong>Automated flows</strong>: from sale to delivery, and purchase to reception</li>
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<li>Inventory forecast and <strong>automated replenishment rules</strong></li>
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<li><strong>Streamlined logistic flows</strong></li>
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<li>Accurate visibility on all your operations</li>
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</ul>
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<p>For help on any subject, dont hesitate to contact our Experts by using the <span class="fa fa-question-circle"/> button on the top bar.</p>
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<p>
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In short, you will get a more efficient warehouse management that will lead
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to inventory reduction and better efficiencies in your daily operations.
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</p><p>
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If you need help, do not hesitate to contact our experts
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using the <span class="fa fa-question-circle"/> button on
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the top bar.
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</p>
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<div class="mt32">
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<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
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<address>
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@@ -36,16 +44,19 @@
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storage room), but as your company grow, you may need to manage several
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storage facilities.
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</p>
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<h4>To configure your Warehouses:</h4>
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<h4>Configure your warehouses:</h4>
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<p>By default, Odoo has <strong>one warehouse preconfigured:</strong> you can <a t-att-href="prepare_backend_url('stock.action_warehouse_form')">edit its details here.</a></p>
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<p>You can <strong>create additional Warehouses</strong> from the <i>Configuration/Warehouses</i> menu: each new warehouse will appear in your Dashboard.</p>
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<p>You'll also see a new <i>Internal Transfers</i> thumbnail, which is used to move products from one warehouse to another (or from one location to another, see tip below).</p>
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<p>You can <strong>create additional Warehouses</strong> from the <i>Configuration/Warehouses</i> menu: each new warehouse will appear in your dashboard.</p>
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<div class="alert alert-info">
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<p><strong>Warehouse Locations</strong></p>
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<p>
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To better organize your stock, you can create subdivisions of Warehouses
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called Locations (ex: Shipping area, Merchandise return, Shelf 34 etc).
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Contact your Odoo Project Manager for more information.
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To better organize your stock, you can create
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subdivisions of warehouses called locations (ex:
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Shipping area, Merchandise return, Shelf 34 etc).
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As this configuration requires more operations to
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record, it's recommended to start without locations
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if you did not manage inventory per zone in the
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past.
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</p>
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</div>
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</t>
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@@ -53,21 +64,25 @@
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Your Vendors'"/>
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<p class="text-muted">
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Unless you are starting a new business, you probably already have a list of Vendors (or Suppliers).
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Unless you are starting a new business, you probably already have a list of vendors.
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</p>
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<t t-if="not is_module_installed('account') and not is_module_installed('purchase')">
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<div class="alert alert-warning">
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<span>You need to install the Accounting or Purchases app to manage Vendors.</span>
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<span>You need to install the Accounting or Purchases app to manage vendors.</span>
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</div>
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</t>
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<h4>To import your Vendors, you can either:</h4>
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<h4>To import your vendors, you can either:</h4>
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<ul>
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<li><strong>Create each one manually</strong>, the easiest way if you only have a few.</li>
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<li><strong>Use the Import function</strong>, available from the <a t-att-href="prepare_backend_url('base.action_partner_supplier_form', 'list', 'purchase')">Vendors list view.</a></li>
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<li><strong>Or better yet</strong>, send your Odoo Project Manager the file containing all your data (CSV, XLS, XLSX or ODS) and he will gladly do the importation for you.</li>
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</ul>
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<div class="alert alert-info">
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<span><strong>You can also use our API</strong> to load data automatically through scripts: take a look at our <a href="https://www.odoo.com/documentation/" target="_blank">Technical Documentation</a> for more information.</span>
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<span>For developers, <strong>you can use our
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API</strong> to load data automatically through
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scripts: take a look at our <a href="https://www.odoo.com/documentation/8.0/api_integration.html" target="_blank">API Documentation</a> for more
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information.</span>
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</div>
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</t>
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@@ -76,8 +91,8 @@
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<p>Before creating your products, here are a few concepts your should understand:</p>
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<h4>Product Types</h4>
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<ul>
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<li><strong>Stockable products</strong> are subject to the full inventory management system: minimum stock, rules, automatic procurement,...</li>
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<li><strong>Consumable products</strong> are always assumed to be in sufficient quantity in your stock, therefore are not subject to inventory management.</li>
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<li><strong>Stockable products</strong> are subject to the full inventory management system: minimum stock rules, automatic procurement, ...</li>
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<li><strong>Consumable products</strong> are always assumed to be in sufficient quantity in your stock, therefore their available quantities are not tracked.</li>
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</ul>
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<h4>Supply Chain</h4>
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<ul>
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@@ -87,7 +102,6 @@
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<li><strong>Make to Order:</strong> the product is acquired only as demand requires (meaning each time a Sales Order is confirmed). This will not modify stock in the medium term because you restock with the exact amount that was ordered.</li>
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</ul>
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<h4>On Hand / Available Quantities</h4>
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<p>Though both are giving you an indication of your stock, these numbers are calculated differently:</p>
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<ul>
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<li><strong>On Hand products</strong> are physically located in the warehouse location at the current time. This includes items that are already allocated to fulfilling production needs or sales orders.</li>
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<li><strong>Available products</strong> are currently available for use in filling a new order for purposes such as production or distribution. This quantity does not include items already allocated to other orders or items that are in transit from a supplier.</li>
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@@ -104,16 +118,48 @@
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<li>Reordering rules can be used to automatically replenish your products: if the quantity on hand of a product for a given location is lower than the minimum indicated in the rule, Odoo will automatically propose a procurement to increase its quantity to the maximum level given in the rule.</li>
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<li>The easiest way to create a reordering rule is through the <strong><span class="fa fa-refresh"/> Reordering</strong> button on a Product; then, simply enter a minimum and maximum quantity.</li>
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</ul>
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<div class="alert alert-success">
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<h4>You can now import your Products, by either:</h4>
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<ul>
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<li><strong>Creating each one manually</strong>, the easiest way if you only have a few.</li>
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<li><strong>Using the Import function,</strong> available from the <a t-att-href="prepare_backend_url('product.product_template_action_product')">Products list view</a>.</li>
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<li><strong>Or better yet</strong>, by sending your Odoo Project Manager the file containing all your data (CSV, XLS, XLSX or ODS). He will gladly do the importation for you.</li>
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</ul>
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</div>
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<div class="alert alert-info">
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<span><strong>You can also use our API</strong> to load data automatically through scripts: take a look at our <a href="https://www.odoo.com/documentation/" target="_blank">Technical Documentation</a> for more information.</span>
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<div class="row">
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong> Create manually</strong><br/>
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<span class="small">Recommanded if <100 products</span>
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</span>
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</div>
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<div class="panel-body">
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<ul>
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<li><a t-att-href="prepare_backend_url('product.product_template_action', 'from', 'sale')">Create your products</a></li>
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</ul>
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</div>
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</div>
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</div>
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<div class="col-md-6">
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<div class="panel panel-success">
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<div class="panel-heading">
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<span class="panel-title">
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<span class="fa" data-icon=""/>
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<strong>Import a file</strong><br/>
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<span class="small">Recommanded if >100 products</span>
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</span>
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</div>
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<div class="panel-body">
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<p>
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We can handle the whole import process
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for you: simply send your Odoo project
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manager a CSV file containing all your
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products.
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</p><p>
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If you want to do it yourself:
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</p>
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<ul>
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<li>Download the <a href="/base_import/static/csv/products.xls">Excel template</a></li>
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<li>Import using the top left button in <a t-att-href="prepare_backend_url('product.product_template_action','list')">the list of products</a></li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</t>
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</t>
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@@ -121,36 +167,26 @@
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<t t-set="menu_categorytitle" t-value="'Deployment'"/>
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<t t-set="menu_categoryclasses" t-value="'fa-rocket'"/>
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<t t-call="web_planner.page">
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<t t-set="page_title" t-value="'Make your Inventory'"/>
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<t t-set="page_title" t-value="'Initial Inventory'"/>
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<p>
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Making an inventory is the act of matching the theoretical quantities of
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your products encoded in Odoo, to the real, on-hand quantities available in your stock.
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Making an inventory is the act of matching the
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theoretical quantities of your products in Odoo, to the
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real on-hand quantities in your stock.
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</p>
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<h4>Before starting, make sure:</h4>
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<ul>
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<li>That all your Products are created in Odoo, with the correct unit.</li>
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<li>That your Warehouses and Locations are properly configured.</li>
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</ul>
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<h4>To begin your inventory:</h4>
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<ul>
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<li>Create a new <strong>Inventory Adjustment</strong> (e.g., Starting Inventory) from the <i>Inventory Control</i> menu.</li>
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<li><strong>Select the Location</strong> you want to inventory (it's usually more efficient to work location per location).</li>
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<li>Select <strong>All products</strong> to automatically create an inventory line for each product.</li>
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<li><strong>Select the Location</strong> you want to inventory (one is proposed by default if you only have one warehouse).</li>
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<li>Click on <strong>Start Inventory</strong>, then for each listed Product, enter their quantity in the <i>Real Quantity</i> column</li>
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<li><strong>Validate the inventory</strong> when you're sure everything is properly encoded.</li>
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<li><strong>Validate the inventory</strong>.</li>
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</ul>
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<p>You will now see that for each Product, the Quantity on Hand has changed to the value you entered during the inventory.</p>
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<p>
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All your product have their Quantities set correctly.
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</p>
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<div class="alert alert-info">
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<strong>Theoretical Quantities</strong>
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<p>If you come from another inventory management software, you can enter your previous stock values as Theoretical Quantity in Odoo. If not, it should be left at 0.</p>
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<br/>
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<strong>Recurrent Inventory</strong>
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<p>
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You should make your inventory at least once per year, to avoid a too
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big discrepancy between the stock in Odoo and what's actually in your
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inventory. Simply create a new Inventory Adjustment for each
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Warehouse / Location, and follow the same method as for your initial inventory.
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</p>
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<strong>Import data</strong>
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<p>It is also possible to import your initial inventory from an Excel or CSV file.
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If you want to do that, contact your Odoo project manager.</p>
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</div>
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</t>
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</t>
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@@ -161,10 +197,10 @@
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<t t-set="page_title" t-value="'Sales Flow'"/>
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<p>
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In Odoo, inventory management is fully integrated with the sales and
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invoicing process. That means you can manage everything from the initial
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invoicing process. That means you can automate everything from the initial
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quotation, to the goods delivery and final invoice.
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</p>
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<p>To better understand a complete sales flow, try to follow the following exercise.</p>
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<p>To better understand a complete sales flow, try to follow the following steps.</p>
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<h4>From the Sales application:</h4>
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<ul>
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<li><strong>Create a Quotation</strong> with a customer and some products: for each item, Odoo will check if you have enough stock on hand.</li>
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@@ -2807,7 +2807,7 @@ class stock_inventory(osv.osv):
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:rtype: list of tuple
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"""
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#default available choices
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res_filter = [('none', _('All products')), ('partial', _('Manual Adjustment: no created lines')), ('product', _('One product only'))]
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res_filter = [('none', _('All products')), ('partial', _('Select products manually')), ('product', _('One product only'))]
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settings_obj = self.pool.get('stock.config.settings')
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config_ids = settings_obj.search(cr, uid, [], limit=1, order='id DESC', context=context)
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#If we don't have updated config until now, all fields are by default false and so should be not dipslayed
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