Josse Colpaert
80fab986a9
Instead of using 2 security groups to make sure internal pickings are not shown in the dashboard when not in multiple locations, picking types are deactivated when the warehouse is one step in/out and not in multiple locations. That way it will work the same for other kanban views. The colors of the kanban view are also changed.
476 lines
31 KiB
XML
476 lines
31 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
|
|
<odoo>
|
|
|
|
<template id="inventory_planner">
|
|
<t t-call="web_planner.pages">
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Welcome</t>
|
|
<t t-set="hide_mark_as_done" t-value="True"/>
|
|
<div class="o_planner_intro">
|
|
<p>
|
|
This guide will help you get started with Odoo Inventory.
|
|
Once you are done, you will benefit from:
|
|
</p>
|
|
<ul>
|
|
<li><strong>Automated flows</strong>: from sale to delivery, and purchase to reception</li>
|
|
<li><strong>Automated replenishment rules</strong></li>
|
|
<li>Accurate visibility on all your operations</li>
|
|
</ul>
|
|
<p>
|
|
In short, you will get a more efficient warehouse management that will lead
|
|
to inventory reduction and better efficiencies in your daily operations.
|
|
</p><p>
|
|
If you need help, do not hesitate to contact our experts
|
|
using the <span class="fa fa-question-circle"/> button on
|
|
the top bar.
|
|
</p>
|
|
<div class="mt32">
|
|
<img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/>
|
|
<address>
|
|
From the Odoo Team,<br/>
|
|
Fabien Pinckaers, Founder
|
|
</address>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle">Your Situation</t>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-building-o'"/>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Your Warehouse</t>
|
|
<p>Odoo has preconfigured <strong>one Warehouse</strong> for you. <a t-att-href="prepare_backend_url('stock.action_warehouse_form')">Edit its details or add new ones</a>.</p>
|
|
<div class="alert alert-info">
|
|
<p><strong>Warehouse Locations</strong></p>
|
|
<p>
|
|
To better organize your stock, you can create
|
|
subdivisions of your Warehouse called <strong>Locations</strong> (ex:
|
|
Shipping area, Merchandise return, Shelf 34 etc).
|
|
Do not use Locations if you do not manage inventory per zone.
|
|
</p>
|
|
</div>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Your Vendors</t>
|
|
<p class="text-muted">
|
|
Unless you are starting a new business, you probably have a list of vendors you'd like to import.
|
|
</p>
|
|
<t t-if="not is_module_installed('account') and not is_module_installed('purchase')">
|
|
<div class="alert alert-warning">
|
|
<span>You need to install the Accounting or Purchases app to manage vendors.</span>
|
|
</div>
|
|
</t>
|
|
<div class="row">
|
|
<div class="col-md-6">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<span class="fa" data-icon=""/>
|
|
<strong> Create manually</strong><br/>
|
|
<span class="small">< 50 vendors</span>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
If you have less than 50 vendors, we recommand you
|
|
to create them manually.
|
|
</p>
|
|
<ul><li>
|
|
<a t-att-href="prepare_backend_url('base.action_partner_supplier_form','kanban')">Create Vendors</a>, if accounting or purchase is installed
|
|
</li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<span class="fa" data-icon=""/>
|
|
<strong>Import</strong><br/>
|
|
<span class="small">> 50 vendors</span>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
We can handle the whole import process
|
|
for you: simply send your Odoo project
|
|
manager a CSV file containing all your
|
|
data.
|
|
</p><p>
|
|
If you want to do it yourself:
|
|
</p>
|
|
<ul>
|
|
<li>Download the <a href="/base_import/static/csv/customers.xls">Excel template</a></li>
|
|
<li>Import using the top left button in <a t-att-href="prepare_backend_url('base.action_partner_form','list', 'purchase')">the list of vendors</a></li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="alert alert-info">
|
|
<span>For developers, <strong>you can use our
|
|
API</strong> to load data automatically through
|
|
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
|
|
information.</span>
|
|
</div>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Your Products</t>
|
|
<p>Before creating your products, here are a few concepts your should understand:</p>
|
|
|
|
|
|
<div class="panel-group" id="o_product_concepts" role="tablist" aria-multiselectable="true">
|
|
<div class="panel panel-default">
|
|
<div class="panel-heading" role="tab" id="o_concept1">
|
|
<h4 class="panel-title">
|
|
<a role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc1" aria-expanded="false" aria-controls="o_concept_desc1">
|
|
Product Types
|
|
</a>
|
|
</h4>
|
|
</div>
|
|
<div id="o_concept_desc1" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept1">
|
|
<div class="panel-body">
|
|
<li><strong>Stockable products</strong> are subject to the full inventory management system: minimum stock rules, automatic procurement, etc.</li>
|
|
<li><strong>Consumable products</strong> are always assumed to be in sufficient quantity in your stock, therefore their available quantities are not tracked</li>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="panel panel-default">
|
|
<div class="panel-heading" role="tab" id="o_concept2">
|
|
<h4 class="panel-title">
|
|
<a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc2" aria-expanded="false" aria-controls="o_concept_desc2">
|
|
Supply Chain
|
|
</a>
|
|
</h4>
|
|
</div>
|
|
<div id="o_concept_desc2" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept2">
|
|
<div class="panel-body">
|
|
<ul>
|
|
<li><strong>Manufacture:</strong> the product is manufactured internally or the service is supplied from internal resources</li>
|
|
<li><strong>Buy:</strong> the product is bought from a vendor, through a Purchase Order</li>
|
|
</ul>
|
|
<ul>
|
|
<li><strong>Make to Stock:</strong> your customers are supplied from available stock. If the quantities in stock are too low to fulfill the order, a Purchase Order (according the minimum stock rules) will be generated in order to get the products required</li>
|
|
<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>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="panel panel-default">
|
|
<div class="panel-heading" role="tab" id="o_concept3">
|
|
<h4 class="panel-title">
|
|
<a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc3" aria-expanded="false" aria-controls="o_concept_desc3">
|
|
On Hand / Available Quantities
|
|
</a>
|
|
</h4>
|
|
</div>
|
|
<div id="o_concept_desc3" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept3">
|
|
<div class="panel-body">
|
|
<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>
|
|
<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>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="panel panel-default">
|
|
<div class="panel-heading" role="tab" id="o_concept4">
|
|
<h4 class="panel-title">
|
|
<a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc4" aria-expanded="false" aria-controls="o_concept_desc4">
|
|
Units of Measure
|
|
</a>
|
|
</h4>
|
|
</div>
|
|
<div id="o_concept_desc4" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept4">
|
|
<div class="panel-body">
|
|
<li>By default, Odoo measures products by 'units', which are a generic and can represent just about anything</li>
|
|
<li>To use more precise units like pounds or kilograms, activate<i> Some products may be sold/purchased in different unit of measures (advanced)</i> in the <a t-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a></li>
|
|
<li>Your can review and edit the pre-defined units via the <a t-attf-href="/web#view_type=list&model=product.uom&menu_id=#{uom_menu_id}">Units of Measures</a> configuration menu</li>
|
|
<li>Of course, feel free to add your own; just remember that Odoo can convert units within the same category (for example, liters to gallons in the volume category)</li>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="row">
|
|
<div class="col-md-6">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<span class="fa" data-icon=""/>
|
|
<strong> Create manually</strong><br/>
|
|
<span class="small">Recommended if <100 products</span>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<ul>
|
|
<li><a t-att-href="prepare_backend_url('product.product_template_action', 'form')">Create your products</a></li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<span class="fa" data-icon=""/>
|
|
<strong>Import a file</strong><br/>
|
|
<span class="small">Recommended if >100 products</span>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<p>
|
|
We can handle the whole import process
|
|
for you: simply send your Odoo project
|
|
manager a CSV file containing all your
|
|
products.
|
|
</p><p>
|
|
If you want to do it yourself:
|
|
</p>
|
|
<ul>
|
|
<li>Download the <a href="/base_import/static/csv/products.xls">Excel template</a></li>
|
|
<li>Import using the top left button in <a t-att-href="prepare_backend_url('product.product_template_action_product','list')">the list of products</a></li>
|
|
</ul>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle">Deployment</t>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-rocket'"/>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Initial Inventory</t>
|
|
<p>
|
|
It's time to make your initial Inventory. To do so:
|
|
</p>
|
|
|
|
<div>
|
|
<ol>
|
|
<li><a t-att-href="prepare_backend_url('stock.action_inventory_form')" >Create an Inventory Adjustment</a></li>
|
|
<li>When everyting is set, click on <i>Start Inventory</i></li>
|
|
<li>Set the <i>Real Quantity</i> for each Product and <i>Validate the Inventory</i></li>
|
|
</ol>
|
|
</div>
|
|
<p>
|
|
Now, all your products have their quantity set correctly.
|
|
</p>
|
|
<div class="alert alert-info">
|
|
<strong>Import data</strong>
|
|
<p>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.</p>
|
|
</div>
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle">Daily Operations</t>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-calendar-o'"/>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Sales Flow</t>
|
|
<p class="text-muted">
|
|
In Odoo, inventory management is fully integrated with the sales and
|
|
invoicing process. That means you can automate everything from the initial
|
|
quotation, to the goods delivery and final invoice.
|
|
</p>
|
|
<div t-if="not is_module_installed('sale')" class="alert alert-warning">
|
|
<span>You need to install the Sales Management app for this flow.</span>
|
|
</div>
|
|
<p>To better understand a complete sales flow, follow these steps:</p>
|
|
|
|
<div class="row">
|
|
<div class="col-md-6 text-center">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>From the Sales application</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<div><span class="label label-default text-center odoo_purple"><a t-att-href="prepare_backend_url('sale.action_quotations')"> Create a Quotation</a></span><div> for a customer and add some products</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Confirm Sale</span><div>a Sale Order and a Transfer Order have been created</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Click on <span class="fa fa-truck"/> Delivery</span><div> on the form to get the Transfer Order</div></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6 text-center">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>From the Inventory application</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<div><span class="label label-default text-center odoo_purple">'Ready to Transfer'</span><div>shoud be displayed on the transfer if your products supply chain is properly configured. Otherwise, <strong>Check the availability</strong> manually</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Validate the Delivery</span><div>either by processing it one line at a time by clicking on the <span class="fa fa-gears"/> button, or as a whole with the <i>Validate</i> button</div></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Purchase Flow</t>
|
|
<div t-if="not is_module_installed('purchase')" class="alert alert-warning">
|
|
<span>You need to install the Purchases Management app for this flow.</span>
|
|
</div>
|
|
<p>Now a similar exercise but for a purchase flow.</p>
|
|
|
|
<div class="row">
|
|
<div class="col-md-6 text-center">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>From the Purchases application</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<div><span class="label label-default text-center odoo_purple"><a t-att-href="prepare_backend_url('purchase.purchase_rfq')">Create a RFQ</a></span><div> with the products and their desired quantities to your vendor</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Confirm Order</span><div>a Purchase Order and a Transfer Order have been created</div></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6 text-center">
|
|
<div class="panel panel-success">
|
|
<div class="panel-heading">
|
|
<span class="panel-title">
|
|
<strong>From the Inventory application</strong>
|
|
</span>
|
|
</div>
|
|
<div class="panel-body">
|
|
<div><span class="label label-default text-center odoo_purple">Find Incoming Shipments</span><div>via the <a t-att-href="prepare_backend_url('stock.stock_picking_type_action')">Dashboard</a> when you receive the ordered products</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Process the products</span><div>either manually by clicking on the <span class="fa fa-gears"/> button on the product lines, or scan them with the Odoo Barcode app</div></div>
|
|
<span class="fa fa-angle-down fa-2x"></span>
|
|
<div><span class="label label-default text-center odoo_purple">Validate the Receipt Order</span><div>to mark the products as transferred to your stock location</div></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<p>Back to the Purchases application, find the <strong>original Purchase Order</strong> <a t-att-href="prepare_backend_url('purchase.purchase_form_action')">in the list</a> and print the invoice.</p>
|
|
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle">Periodical Tasks</t>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-recycle'"/>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Reordering Rules</t>
|
|
<t t-set="page_menutitle" t-value="'Reordering Rules'"/>
|
|
<p class="text-muted">
|
|
A good inventory management aims to optimize stock levels: not too low (or
|
|
you may find yourself out of stock) and not too high (your products occupy
|
|
space and may loose value).
|
|
</p>
|
|
<p>
|
|
In Odoo, <strong>Reordering Rules</strong> can be used to replenish your products: Odoo will automatically propose a procurement to buy new products if you are running out of stock.
|
|
</p>
|
|
<p>
|
|
To create them, click on <strong><span class="fa fa-refresh"/> Reordering</strong> on <a t-att-href="prepare_backend_url('product.product_template_action_product')">a stockable Product</a> and simply enter a minimum and maximum quantity.
|
|
</p>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Resolve Procurement Exceptions</t>
|
|
<t t-set="page_menutitle">Procurement Exceptions</t>
|
|
<p class="text-muted">
|
|
If you configured automatic procurement, Odoo will automatically generate
|
|
Procurements Orders. You usually don't need to worry about them, but
|
|
sometimes, the system can remain blocked without generating a
|
|
corresponding document, usually due to a configuration problem.
|
|
</p>
|
|
<p class="text-muted">
|
|
It is therefore a good idea to check and try to resolve those procurement
|
|
exceptions, accessible from the Schedulers menu (you need the Stock
|
|
Manager role to see it).
|
|
</p>
|
|
<h4>Here are some usual problems and their solutions:</h4>
|
|
<ul>
|
|
<li><strong>No bill of materials defined for production:</strong> you need to create a BoM or indicate that the product can be purchased instead.</li>
|
|
<li><strong>No supplier available for a purchase:</strong> you have to define a supplier in the Procurements tab of the product form.</li>
|
|
<li><strong>No address defined on the supplier partner:</strong> you have to complete an address for the default supplier for the product concerned.</li>
|
|
<li><strong>No quantity available in stock:</strong> you have to create a reordering rule and put it in the order, or manually procure it.</li>
|
|
</ul>
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.category">
|
|
<t t-set="menu_categorytitle">Advanced'</t>
|
|
<t t-set="menu_categoryclasses" t-value="'fa-bolt'"/>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Traceability</t>
|
|
<p>
|
|
Odoo can run advanced traceability by using Product Lots and Serial
|
|
Numbers, usually identified by bar codes stuck on the products.
|
|
</p>
|
|
<p>
|
|
Lots can be encoded on incoming shipments, internal transfers and
|
|
outgoing deliveries according to the settings in the picking type.
|
|
For every product, you can define if it does not do any lot tracking at all,
|
|
if it tracks by lot, or by unique serial number.
|
|
</p>
|
|
<p>
|
|
In case of unique serial numbers, each serial number will correspond
|
|
to exactly one piece. In case of lots, you need to supply the quantity
|
|
for each lot when you move that product.
|
|
</p>
|
|
<h4>To use Lot Tracking:</h4>
|
|
<ul>
|
|
<li><strong>Activate <i>Track lots or serial numbers</i></strong> in your <a t-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a>.</li>
|
|
<li>Set the products you want to track with lots or serial numbers by setting the Tracking field on the product form</li>
|
|
<li><strong>When you process an incoming shipment, internal transfer or delivery</strong>, assign a lot number or different lot numbers or serial numbers to a product by clicking on the <span class="fa fa-list"/> icon</li>
|
|
</ul>
|
|
<p>To check the trajectory of a lot, you can find it back in <strong><i>Inventory Control > Serial Numbers</i></strong>
|
|
and then Traceability or you can filter the Quantitative Valuation of a product with a certain lot. </p>
|
|
</t>
|
|
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">Routes Management</t>
|
|
<p>
|
|
Odoo can manage <strong>advanced push/pull routes configuration</strong>, for example:
|
|
</p>
|
|
<ul>
|
|
<li>Manage product manufacturing chains</li>
|
|
<li>Manage default locations per product</li>
|
|
<li>Define routes within your warehouse according to business needs, such as Quality Control, After Sales Services or Supplier Returns</li>
|
|
<li>Help rental management, by generating automated return moves for rented products</li>
|
|
</ul>
|
|
<p>This is quite complex to set up, so <strong>contact your Projet Manager</strong> and he will take care of this for you</p>
|
|
</t>
|
|
</t>
|
|
<t t-call="web_planner.page">
|
|
<t t-set="page_title">End</t>
|
|
<t t-set="hide_title" t-value="True"/>
|
|
<t t-set="hide_from_menu" t-value="True"/>
|
|
<t t-set="hide_mark_as_done" t-value="True"/>
|
|
<h1 class="text-center o_planner_trophy" data-icon="" />
|
|
<div class="text-center">
|
|
<h1>Congratulations!</h1>
|
|
<h4>We hope this guide helped you implement Odoo Inventory.</h4>
|
|
<p>Don't hesitate to send us an email to describe your experience or to suggest improvements!</p>
|
|
<p>Once it's fully working, give us some feedback: we love to hear from our customer. It would be great if you can send a photo of your warehouse to <a href="mailto:feedback@mail.odoo.com?subject=Inventory%20Planner" target="_blank">feedback@mail.odoo.com</a></p>
|
|
<p><strong>Enjoy your Inventory management with Odoo!</strong></p>
|
|
<p>- The Odoo Team</p>
|
|
<img src="/web_planner/static/src/img/odoo_logo.png"/>
|
|
</div>
|
|
</t>
|
|
</t>
|
|
</template>
|
|
|
|
<record id="planner_inventory" model="web.planner">
|
|
<field name="name">Inventory planner</field>
|
|
<field name="view_id" ref="inventory_planner"/>
|
|
<field name="menu_id" ref="menu_stock_root"/>
|
|
<field name="planner_application">planner_inventory</field>
|
|
<field name="tooltip_planner"><![CDATA[
|
|
Inventory Configuration: a step-by-step guide.]]>
|
|
</field>
|
|
</record>
|
|
|
|
</odoo>
|