[IMP] Inventory: Update inter-warehouse replenishment
closes odoo/documentation#4043
X-original-commit: 6f6e018db4
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@@ -9,6 +9,5 @@ Concepts
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:glob:
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concepts/use_routes
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concepts/inter_warehouse
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concepts/cross_dock
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concepts/stock_warehouses
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@@ -1,71 +0,0 @@
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=========================
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Inter-warehouse transfers
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=========================
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When owning several warehouses, goods might need to be transferred from one warehouse to another.
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This type of transfer is called an *inter-warehouse transfer*. While physically performing the
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inter-warehouse transfer might be simple, the administrative part can be complex. Fortunately, Odoo
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comes with an intuitive flow that helps save time when registering inter-warehouse transfers.
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Create an internal transfer
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===========================
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The following paragraphs detail a sample inter-warehouse transfer, referred to as an *internal
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transfer*, use case. The sample use case assumes that the user has already configured their second
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warehouse.
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To transfer eight units of a product from the first warehouse to another one, proceed as follows:
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From the :guilabel:`Inventory` dashboard, select an internal movement operation of one of the two
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warehouses. To do so, click on the three vertical dots icon on the top right corner of the
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operation card and select :guilabel:`Planned Transfer`.
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.. image:: inter_warehouse/internal-transfer-choice.png
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:align: center
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:alt: View of the choice between planned transfer and immediate transfer.
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On the new planned transfer form, select the :guilabel:`Source Location` (in this case, the first
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warehouse) and the :guilabel:`Destination Location` (in this case, the second warehouse).
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Next, add the products that will be transferred by clicking on :guilabel:`Add a line`, then click
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on :guilabel:`Save` and :guilabel:`Mark as ToDo` once done. After that, Odoo puts the transfer in
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the :guilabel:`Waiting` status. Then, click on :guilabel:`Reserve` to reserve the number of
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products in the source warehouse.
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.. image:: inter_warehouse/planned-internal-transfer.png
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:align: center
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:alt: View of the internal transfer form.
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.. note::
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If :guilabel:`Immediate Transfer` was selected instead of :guilabel:`Planned Transfer`, Odoo
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processes the transfer automatically after the :guilabel:`Validate` button is clicked on the
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internal transfer form.
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It is also possible to manually transfer each product:
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#. On the :guilabel:`Inventory` dashboard, open the souce location's internal transfer operation
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page.
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.. image:: inter_warehouse/in-progress-internal-transfer.png
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:align: center
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:alt: View of the dashboard with a zoom of the pending internal transfer.
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#. Open the desired transfer order form.
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.. image:: inter_warehouse/internal-transfers-list.png
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:align: center
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:alt: View of the pending internal transfers list.
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#. Click on the pencil icon in the lower right corner to open the operation details window. In this
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new window, the quantity of products can be manually set.
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.. image:: inter_warehouse/backorder.png
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:align: center
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:alt: View of a backorder pop-up window because all products are not moved at the same time.
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.. note::
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To process the transfer order partially (e.g., a part of the products can't be shipped yet due
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to an unexpected event), Odoo automatically asks if a *backorder* should be created.
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- Create a backorder if it is expected that the remaining products will be processed later.
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- Do not create a backorder if the remaining products will not be supplied/received.
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