From 87236b770b1ba0d4cee320350107c4ba55f07e19 Mon Sep 17 00:00:00 2001 From: Fabien Pinckaers Date: Tue, 8 Sep 2015 10:43:44 +0200 Subject: [PATCH] [IMP] Stock planner improvement --- addons/stock/data/web_planner_data.xml | 146 +++++++++++++++---------- addons/stock/stock.py | 2 +- 2 files changed, 92 insertions(+), 56 deletions(-) diff --git a/addons/stock/data/web_planner_data.xml b/addons/stock/data/web_planner_data.xml index 9e55c5e05df..e833a017afe 100644 --- a/addons/stock/data/web_planner_data.xml +++ b/addons/stock/data/web_planner_data.xml @@ -7,16 +7,24 @@ -

This guide will accompany you through the initial configuration of Odoo Inventory.

-

It may take you a few hours, but in the end you will understand:

+

+ This guide will help you get started with Odoo Inventory. + Once you are done, you will benefit from: +

    -
  • The basics of a good inventory management
    • -
  • The best way to make a good and efficient inventory of your stock
    • -
  • How to manage your customers orders, from the initial quotation to the final delivery and invoice
    • -
  • How to request quotations from your suppliers and manage incoming shippments
    • -
  • And many other inventory procedures like stock forecast, automatic procurement and traceability
    • +
  • Automated flows: from sale to delivery, and purchase to reception
    • +
  • Inventory forecast and automated replenishment rules
    • +
  • Streamlined logistic flows
    • +
  • Accurate visibility on all your operations
-

For help on any subject, dont hesitate to contact our Experts by using the button on the top bar.

+

+ In short, you will get a more efficient warehouse management that will lead + to inventory reduction and better efficiencies in your daily operations. +

+ If you need help, do not hesitate to contact our experts + using the button on + the top bar. +

@@ -36,16 +44,19 @@ storage room), but as your company grow, you may need to manage several storage facilities.

-

To configure your Warehouses:

+

Configure your warehouses:

By default, Odoo has one warehouse preconfigured: you can edit its details here.

-

You can create additional Warehouses from the Configuration/Warehouses menu: each new warehouse will appear in your Dashboard.

-

You'll also see a new Internal Transfers thumbnail, which is used to move products from one warehouse to another (or from one location to another, see tip below).

+

You can create additional Warehouses from the Configuration/Warehouses menu: each new warehouse will appear in your dashboard.

Warehouse Locations

- To better organize your stock, you can create subdivisions of Warehouses - called Locations (ex: Shipping area, Merchandise return, Shelf 34 etc). - Contact your Odoo Project Manager for more information. + To better organize your stock, you can create + subdivisions of warehouses called locations (ex: + Shipping area, Merchandise return, Shelf 34 etc). + As this configuration requires more operations to + record, it's recommended to start without locations + if you did not manage inventory per zone in the + past.

@@ -53,21 +64,25 @@

- Unless you are starting a new business, you probably already have a list of Vendors (or Suppliers). + Unless you are starting a new business, you probably already have a list of vendors.

- You need to install the Accounting or Purchases app to manage Vendors. + You need to install the Accounting or Purchases app to manage vendors.
-

To import your Vendors, you can either:

+

To import your vendors, you can either:

  • Create each one manually, the easiest way if you only have a few.
  • Use the Import function, available from the Vendors list view.
  • Or better yet, 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.
- You can also use our API to load data automatically through scripts: take a look at our Technical Documentation for more information. + For developers, you can use our + API to load data automatically through + scripts: take a look at our API Documentation for more + information. +
@@ -76,8 +91,8 @@

Before creating your products, here are a few concepts your should understand:

Product Types

    -
  • Stockable products are subject to the full inventory management system: minimum stock, rules, automatic procurement,...
    • -
  • Consumable products are always assumed to be in sufficient quantity in your stock, therefore are not subject to inventory management.
    • +
  • Stockable products are subject to the full inventory management system: minimum stock rules, automatic procurement, ...
    • +
  • Consumable products are always assumed to be in sufficient quantity in your stock, therefore their available quantities are not tracked.

Supply Chain

    @@ -87,7 +102,6 @@
  • Make to Order: 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.

On Hand / Available Quantities

-

Though both are giving you an indication of your stock, these numbers are calculated differently:

  • On Hand products 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.
  • Available products 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.
    • @@ -104,16 +118,48 @@
  • 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.
  • The easiest way to create a reordering rule is through the Reordering button on a Product; then, simply enter a minimum and maximum quantity.
-
-

You can now import your Products, by either:

-
    -
  • Creating each one manually, the easiest way if you only have a few.
    • -
  • Using the Import function, available from the Products list view.
    • -
  • Or better yet, 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.
    • -
-
-
- You can also use our API to load data automatically through scripts: take a look at our Technical Documentation for more information. +
+
+
+
+ + + Create manually
+ Recommanded if <100 products + +
+
+ +
+
+
+
+
+
+ + + Import a file
+ Recommanded if >100 products + +
+
+

+ We can handle the whole import process + for you: simply send your Odoo project + manager a CSV file containing all your + products. +

+ If you want to do it yourself: +

+ +
+
+
@@ -121,36 +167,26 @@ - +

- Making an inventory is the act of matching the theoretical quantities of - your products encoded in Odoo, to the real, on-hand quantities available in your stock. + Making an inventory is the act of matching the + theoretical quantities of your products in Odoo, to the + real on-hand quantities in your stock.

-

Before starting, make sure:

-
    -
  • That all your Products are created in Odoo, with the correct unit.
    • -
  • That your Warehouses and Locations are properly configured.
    • -

To begin your inventory:

  • Create a new Inventory Adjustment (e.g., Starting Inventory) from the Inventory Control menu.
    • -
  • Select the Location you want to inventory (it's usually more efficient to work location per location).
    • -
  • Select All products to automatically create an inventory line for each product.
    • +
  • Select the Location you want to inventory (one is proposed by default if you only have one warehouse).
  • Click on Start Inventory, then for each listed Product, enter their quantity in the Real Quantity column
    • -
  • Validate the inventory when you're sure everything is properly encoded.
    • +
  • Validate the inventory.
-

You will now see that for each Product, the Quantity on Hand has changed to the value you entered during the inventory.

+

+ All your product have their Quantities set correctly. +

- Theoretical Quantities -

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.

-
- Recurrent Inventory -

- You should make your inventory at least once per year, to avoid a too - big discrepancy between the stock in Odoo and what's actually in your - inventory. Simply create a new Inventory Adjustment for each - Warehouse / Location, and follow the same method as for your initial inventory. -

+ Import data +

It is also possible to import your initial inventory from an Excel or CSV file. + If you want to do that, contact your Odoo project manager.

 @@ -161,10 +197,10 @@

In Odoo, inventory management is fully integrated with the sales and - invoicing process. That means you can manage everything from the initial + invoicing process. That means you can automate everything from the initial quotation, to the goods delivery and final invoice.

-

To better understand a complete sales flow, try to follow the following exercise.

+

To better understand a complete sales flow, try to follow the following steps.

From the Sales application:

  • Create a Quotation with a customer and some products: for each item, Odoo will check if you have enough stock on hand.
    • diff --git a/addons/stock/stock.py b/addons/stock/stock.py index abf04707b0b..fc5f07f525d 100644 --- a/addons/stock/stock.py +++ b/addons/stock/stock.py @@ -2807,7 +2807,7 @@ class stock_inventory(osv.osv): :rtype: list of tuple """ #default available choices - res_filter = [('none', _('All products')), ('partial', _('Manual Adjustment: no created lines')), ('product', _('One product only'))] + res_filter = [('none', _('All products')), ('partial', _('Select products manually')), ('product', _('One product only'))] settings_obj = self.pool.get('stock.config.settings') config_ids = settings_obj.search(cr, uid, [], limit=1, order='id DESC', context=context) #If we don't have updated config until now, all fields are by default false and so should be not dipslayed