odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.md

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+---
+title: "Lot numbers"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.html"
+---
+
+===========
+# Lot numbers
+
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |SO| replace:: :abbr:`SO (Sales Order)`
+.. |DO| replace:: :abbr:`DO (Delivery Order)`
+.. |list| replace:: :icon:`fa-list` :guilabel:`(list)`
+
+*Lots* are one of the two ways to identify and track products in Odoo. They typically represent a
+specific batch of products that were received, stored, shipped, or manufactured in-house.
+
+Manufacturers assign lot numbers to groups of products sharing common properties, facilitating
+end-to-end traceability through their lifecycles.
+
+Lots are useful for managing large quantities of manufactured or received products, aiding in
+tracing items back to their group, particularly for product recalls or :doc:`expiration dates
+<expiration_dates>`.
+
+.. seealso::
+   :doc:`serial_numbers`
+
+# Enable lots & serial numbers
+
+To track products using lots, enable the *Lots & Serial Numbers* feature. Go to the
+:menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the
+:guilabel:`Traceability` section, and tick the checkbox next to :guilabel:`Lots & Serial Numbers`.
+Then, click :guilabel:`Save`.
+
+.. seealso::
+   - :doc:`Tracking expiration dates <expiration_dates>`
+   - :ref:`Print GS1 barcodes for lots and serial numbers <barcode/operations/gs1-lots>`
+
+.. image:: lots/enabled-lots-setting.png
+   :align: center
+   :alt: Enabled lots and serial numbers feature in inventory settings.
+
+.. _inventory/management/track_products_by_lots:
+
+# Track by lots
+
+Once the :guilabel:`Lots & Serial Numbers` feature is activated, configure individual products to be
+tracked using lots. To do this, go to :menuselection:`Inventory app --> Products --> Products`, and
+choose a product to configure.
+
+On the product form, go to the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section,
+select the :guilabel:`By Lots` option in the :guilabel:`Tracking` field. Now, new or existing lot
+numbers can be assigned to newly-received or manufactured batches of this product.
+
+.. seealso::
+   :doc:`expiration_dates`
+
+> **important**:
+>    If a product has stock on-hand prior to activating tracking by lots or serial numbers, a warning
+   message appears. Use an :doc:`inventory adjustment <reassign>` to assign lot numbers to existing
+   products in stock.
+
+.. image:: lots/tracking-product-form.png
+   :align: center
+   :alt: Enabled tracking by lots feature on product form.
+
+# Assign lots for shipping and receiving
+
+Assign new lot numbers to :ref:`incoming goods <inventory/product_management/assign-lots>` on the
+receipt form. When shipping :ref:`outgoing goods
+<inventory/product_management/assign-lots-delivery>`, select products with specific lot numbers on
+the delivery order form.
+
+.. _inventory/product_management/assign-lots:
+
+## On receipts
+
+Assigning new or existing lot numbers to incoming goods can be done directly on receipts.
+
+To begin, go to the :menuselection:`Purchase` app to [create and confirm
+](https://www.youtube.com/watch?v=o_uI718P1Dc) a |PO| for products tracked by lot numbers. Then,
+click the :guilabel:`Receipt` smart button that appears at the top of the page to navigate to the
+warehouse receipt form.
+
+> **note**:
+>    Alternatively, navigate to an existing receipt by going to the :menuselection:`Inventory` app,
+   clicking the :guilabel:`Receipts` Kanban card, and choosing the desired receipt.
+
+> **important**:
+>    Clicking :guilabel:`Validate` before assigning a lot number triggers an error, indicating that a
+   lot number **must** be assigned before validating the receipt.
+
+   .. image:: lots/user-error.png
+      :align: center
+      :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.
+
+.. image:: lots/list-icon.png
+   :align: center
+   :alt: Show the bulleted list icon on the product line.
+
+Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial
+Number` and :guilabel:`Quantity` are assigned.
+
+The 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.
+
+> **note**:
+>    To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and
+   type a new :guilabel:`Lot/Serial Number` for additional quantities. Repeat until the total in the
+   :guilabel:`Quantity` column matches the :guilabel:`Demand` at the top.
+
+.. image:: lots/assign-lots-popup.png
+   :align: center
+   :alt: Assign lot number detailed operations popup.
+
+### Import lots
+
+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.
+
+.. figure:: lots/lots-excel-spreadsheet.png
+   :align: center
+   :alt: List of lot numbers copied on excel spreadsheet.
+
+   List of lot numbers copied on *Google* spreadsheets.
+
+.. figure:: lots/bulk-sn.png
+   :align: center
+   :alt: Lot numbers copied to the lot number line.
+
+   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:`Keep current lines` option unticked.
+
+Finally, click :guilabel:`Generate`.
+
+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.
+
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
+
+.. _inventory/product_management/assign-lots-delivery:
+
+## 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.
+
+To begin, create or select an existing quotation from the :menuselection:`Sales` app. After
+confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Click the
+:guilabel:`Delivery` smart button to view the warehouse receipt form for that specific |SO|.
+
+> **note**:
+>    Alternatively, navigate to delivery orders by going to the :menuselection:`Inventory` app, and
+   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.
+
+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
+lot (if there is enough stock in that particular lot).
+
+If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand`
+should be taken from multiple lots, change the :guilabel:`Quantity` directly.
+
+> **note**:
+>    The lot automatically chosen for delivery orders varies, depending on the selected removal
+   strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO
+   (First Expiry, First Out)`). It also depends on the ordered quantity, and whether the lot's
+   on-hand quantity is enough to fulfill the order.
+
+.. seealso::
+   :doc:`../../shipping_receiving/removal_strategies`
+
+Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`, and click
+:guilabel:`Save` to close the pop-up window. Lastly, click the :guilabel:`Validate` button on the
+|DO| to deliver the products.
+
+.. image:: lots/pick-from-lots.png
+   :align: center
+   :alt: Popup for source lot number on sales order.
+
+.. seealso::
+   :ref:`Traceability report for lot numbers <inventory/product_management/lot-traceability>`
+
+# 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
+<inventory/product_management/edit-lot>` linked to the lot. Lot numbers can also be :ref:`created
+<inventory/product_management/create-new-lot>` from this page, by clicking the :guilabel:`New`
+button.
+
+.. figure:: lots/lot-dashboard.png
+   :align: center
+   :alt: Show the "Lot/Serial Number" dashboard.
+
+   Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard.
+
+.. _inventory/product_management/edit-lot:
+
+## Modify lot
+
+Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a separate page where
+additional information can be provided about the lot.
+
+> **tip**:
+>    Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
+   number. However, it can be edited, by clicking the line under the :guilabel:`Lot/Serial Number`
+   field, and changing the generated number to any desired one.
+
+On the lot number form, the following fields can be modified:
+
+- :guilabel:`Lot/Serial Number`: change the lot number linked to the :guilabel:`Product`
+- :guilabel:`Internal Reference`: records an alternative lot/serial number used within the warehouse
+  that differs from the one used by the supplier manufacturer.
+- :guilabel:`Company`: specify the company where the lot number is available.
+- :guilabel:`Description`: add extra details about the lot or serial number in this text field.
+
+> **important**:
+>    On existing lots, the :guilabel:`Product` and :guilabel:`On Hand Quantity` fields **cannot** be
+   modified, as the lot numbers are linked with existing stock moves.
+
+.. image:: lots/lot-number.png
+   :align: center
+   :alt: Show the lot number form.
+
+.. seealso::
+   :doc:`Set expiration dates for lots <expiration_dates>`
+
+### Add property
+
+To add custom fields to lots for enhanced traceability, there are two methods of adding properties
+on a lot number form:
+
+#. Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top-left of the page, then select
+   :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu.
+#. Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields.
+
+Name and :doc:`configure the new field <../../../../productivity/knowledge/properties>`. Once
+finished, enter the property value in the new field.
+
+.. example::
+   The new property, `Wood type`, is added. The value is recorded as `Cherry wood`.
+
+   .. image:: lots/add-properties.png
+      :align: center
+      :alt: Show the "Add Properties" button on a lot number form.
+
+.. seealso::
+   :doc:`Configuring custom properties <../../../../productivity/knowledge/properties>`
+
+.. _inventory/product_management/create-new-lot:
+
+## Reserve lot number for a product
+
+To create a lot number for a product, begin by going to :menuselection:`Inventory app --> Products
+--> Lot/Serial Numbers`, and click :guilabel:`New`.
+
+> **important**:
+>    Creating a lot number reserves it for a product but **does not** assign it. To assign lot
+   numbers, refer to the section on :ref:`assigning lot numbers on receipts
+   <inventory/product_management/assign-lots>`.
+
+> **tip**:
+>    While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent
+   number, it can be edited and changed to any desired number, by clicking the line under the
+   :guilabel:`Lot/Serial Number` field on the lot form, and changing the generated number.
+
+Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to
+:guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new
+number will be assigned.
+
+.. example::
+   The lot number, `000001`, is created for the product, `Drawer Black`.
+
+   .. image:: lots/new-lot-number.png
+      :align: center
+      :alt: New lot number creation form with assigned product.
+
+After a new lot number has been created, saved, and assigned to the desired product, the lot number
+is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning
+lot numbers to products on a receipt <inventory/product_management/assign-lots>`, or when making an
+inventory adjustment.
+
+.. example::
+   After creating the lot number, `000001` appears as an option for `Drawer Black` when assigning
+   lot numbers on the :guilabel:`Inventory Adjustment` page.
+
+   .. image:: lots/inventory-adjustment.png
+      :align: center
+      :alt: Show how to assign lot numbers on the Inventory Adjustment page.
+
+# Manage lots for different operations types
+
+By default, new lots can only be created when receiving products, and existing lot numbers cannot
+be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created
+on the delivery order.
+
+To change the ability to use new (or existing) lot numbers on any operation type, go to the
+:menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired
+operation type.
+
+On the operation type form, under the :guilabel:`Lots/Serial Numbers` section, tick the
+:guilabel:`Create New` checkbox to enable new lot numbers to be created during this operation type.
+Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selected.
+
+.. image:: lots/operation-type-form.png
+   :align: center
+   :alt: Enabled traceability setting on operations type form.
+
+> **tip**:
+>    For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the
+   :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts.
+
+.. _inventory/product_management/lot-traceability:
+
+# Display lots on delivery slips
+
+When selling products tracked with lots, it is possible to include the lot numbers on the delivery
+slips sent to customers. This can be helpful to customers in cases where lot numbers are needed,
+such as filing an RMA or repair request, or registering the product.
+
+To include lot numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate to
+:menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section,
+tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click
+:guilabel:`Save`.
+
+After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, lot numbers
+are listed on delivery slips for products tracked by lots, once the delivery order is validated.
+
+To view lot numbers on delivery orders and delivery slips, navigate to the
+:menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing
+a product tracked using lots.
+
+To view the lot numbers of products included in the order, make sure the :guilabel:`Operations` tab
+is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` button to the right of
+the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a
+:guilabel:`Serial Numbers` column to appear. The lot number(s) for each product included in the
+order are displayed in this column.
+
+When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add
+product information to the delivery slip.
+
+At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select
+:guilabel:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip
+using the device's browser or file manager. Lot numbers are listed next to their respective products
+in the :guilabel:`Lot/Serial Number` column.
+
+.. image:: lots/delivery-slip.png
+   :alt: The order lines section of a delivery slip, showing a product and its serial number.
+
+# Traceability
+
+Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a
+product: where it came from, when it arrived, where it was stored, who it went to (and when).
+
+To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app
+--> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers`
+dashboard.
+
+From here, products with lot numbers assigned to them will be listed by default, and can be expanded
+to show the lot numbers those products have assigned to them.
+
+To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the
+:icon:`fa-caret-down` :guilabel:`(caret down)` icon to open a drop-down menu of :guilabel:`Filters`,
+:guilabel:`Group By` options, and :guilabel:`Favorites`. Under the :guilabel:`Group By` section,
+click the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial Number` from the
+drop-down menu.
+
+Doing so reorganizes all the records on the page to display all existing lots and serial numbers,
+and can be expanded to show all quantities of products with that assigned number.
+
+.. image:: lots/group-by-number.png
+   :align: center
+   :alt: Lots and serial numbers traceability report.
+
+## Traceability report
+
+To view a full stock moves report for a lot number, select the lot number line from the
+:guilabel:`Lots/Serial Number` dashboard. On the lot number form, click the :guilabel:`Traceability`
+smart button.
+
+.. image:: lots/traceability-report.png
+   :align: center
+   :alt: Show the Traceability Report for a lot, that displays the stock moves.
+
+.. seealso::
+   :doc:`../product_tracking`

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.md

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+---
+title: "Reassign lot/serial numbers"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.html"
+---
+
+===========================
+# Reassign lot/serial numbers
+
+Changing a product's tracking settings to use lots or serial numbers, *after* storing products in
+Odoo without them, can lead to inconsistent records. Follow this documentation to learn how to use
+an inventory adjustment to assign lot or serial numbers to products that were not originally
+assigned lots.
+
+.. image:: reassign/warning.png
+   :align: center
+   :alt: Warning message: products in stock have no lot/serial number.
+
+> **note**:
+>    This document outlines the process of using two inventory adjustments: one to remove incorrect
+   records *without* lot numbers, and another to save the quantities *with* the lot numbers.
+
+.. seealso::
+   - :doc:`Set up and use lot numbers <lots>`
+   - :doc:`Use serial numbers <serial_numbers>`
+
+# Change on-hand quantity to zero
+
+To change the product's settings to track by lots or serial numbers, begin by navigating to
+:menuselection:`Inventory app --> Products --> Products`, and select the intended product.
+
+Next, click the product's :guilabel:`On Hand` smart button to open the :guilabel:`Update Quantity`
+page. In the :guilabel:`On Hand Quantity` column, change the value to zero.
+
+> **note**:
+>    If the product is stored in multiple locations, make sure the **total** on hand quantity at
+   **all** locations is zero.
+
+.. image:: reassign/remove-quant.png
+   :align: center
+   :alt: Show the Inventory Adjustments model, highlighting the "On Hand Quantity" field.
+
+# Change traceability setting
+
+Return to the product form (:menuselection:`Inventory app --> Products --> Products`), and switch to
+the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, change the
+:guilabel:`Tracking` option from :guilabel:`No Tracking` to :guilabel:`By Lots` or :guilabel:`By
+Unique Serial Number`.
+
+.. seealso::
+   :doc:`expiration_dates`
+
+.. image:: reassign/tracking.png
+   :align: center
+   :alt: Enable lots and serial numbers.
+
+# Restore on-hand quantity
+
+After manually changing the on-hand quantity to zero and changing the :guilabel:`Tracking` setting
+to lots or serial numbers, restore the quantities by clicking the :guilabel:`On Hand` smart button
+from the desired product form.
+
+On the :guilabel:`Update Quantity` page, because the on-hand quantity had been previously changed to
+zero, a :guilabel:`No Stock On Hand` warning appears on the page. From here, click the
+:guilabel:`New` button in the top-left corner. Doing so reveals a new, modifiable line on the
+:guilabel:`Update Quantity` page. Then, input a desired lot number in the :guilabel:`Lot/Serial
+Number` field, and adjust the :guilabel:`On Hand Quantity` to its original value.
+
+.. seealso::
+   :doc:`../../warehouses_storage/inventory_management/count_products`
+
+.. image:: reassign/update-quantity.png
+   :align: center
+   :alt: Fill in the "Lot/Serial Number" and "On Hand Quantity" field.
+
+> **tip**:
+>    To find the original quantity, and adjust the :guilabel:`On Hand Quantity` accordingly, after
+   assigning a new lot or serial number, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon in
+   the :guilabel:`On Hand Quantity` column. Then, click the :icon:`fa-history` :guilabel:`History`
+   button on the far-right.
+
+   .. image:: reassign/adjustment.png
+      :align: center
+      :alt: Show the "History" button on the Inventory Adjustments page.
+
+   The inventory adjustment that changed the on-hand quantity to zero is displayed in the
+   :guilabel:`Quantity` field.
+
+    .. image:: reassign/history.png
+       :align: center
+       :alt: Show the history entry.