[IMP] inventory: changes in inventory files (sections arrangement)

inventory/management/products/strategies.rst

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+==============================================
+How to select the right replenishment strategy
+==============================================
+
+Minimum Stock rules and Make to Order have similar consequences but
+different rules. They should be used depending on your manufacturing and
+delivery strategies.
+
+Terminology
+===========
+
+Minimum stock rule 
+-------------------
+
+Minimum Stock rules are used to ensure that you always have the minimum
+amount of a product in stock in order to manufacture your products
+and/or answer to your customer needs. When the stock level of a product
+reaches its minimum the system will automatically generate a procurement
+order with the quantity needed to reach the maximum stock level.
+
+Make to Order
+-------------
+
+The Make to Order function will trigger a Purchase Order of the amount
+of the Sales Order related to the product. The system will **not** check
+the current stock. This means that a draft purchase order will be
+generated regardless of the quantity on hand of the product.
+
+Configuration
+=============
+
+Minimum stock rules
+-------------------
+
+The Minimum Stock Rules configuration is available through your
+Inventory module. In the Inventory Control menu select "Reordering Rule"
+in the drop down menu. There, click on "Create" to set minimum and
+maximum stock values for a given product.
+
+.. image:: media/strategies01.png
+    :align: center
+
+.. note::
+    Show tooltips for "minimum quantity", "maximum quantity" and "quantity multiple"
+    fields
+
+Then, click on your product to access the related product form and, on
+the "Inventory submenu", do not forget to select a supplier.
+
+.. image:: media/strategies02.png
+    :align: center
+
+.. tip::
+    Don't forget to select the right product type. A consumable
+    can not be stocked and will thus not be accounted for in the stock valuation.
+
+Make to Order 
+--------------
+
+The Make to Order configuration is available on your product form
+through your :menuselection:`Inventory --> Inventory control --> Products` (or any
+other module where products are available).
+
+On the product form, under Inventory, click on "Make To Order".
+
+.. image:: media/strategies03.png
+    :align: center
+
+Choice between the two options
+------------------------------
+
+The choice between the two options is thus dependent of your inventory
+strategy. If you prefer to have a buffer and always have at least a
+minimum amount, the minimum stock rule should be used. If you want to
+reorder your stocks only if your sale is confirmed it is better to use
+the Make to Order.

inventory/management/products/uom.rst

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+==============================
+Use Different Units of Measure
+==============================
+
+In some cases, handling products in different units of measure is
+necessary. For example, if you buy products in a country where the
+metric system is of application and sell in a country where the imperial
+system is used, you will need to convert the units. Another common use
+case is buying products in bigger packs to your supplier and selling
+them in units to your customers.
+
+You can set up Odoo to work with different units of measure for one
+product.
+
+Configuration
+=============
+
+In the *Inventory* application, go to *Configuration > Settings*. In
+the *Products* section, activate *Units of Measure*, then *Save*.
+
+.. image:: media/uom_01.png
+    :align: center
+
+Create New Units of Measure
+===========================
+
+In the *Inventory* application go to *Configuration > UoM*. There,
+hit *Create*. As an example, we will create a Box of 6 units that we
+will use for the Egg product.
+
+.. image:: media/uom_02.png
+    :align: center
+
+The category is important for unit conversion, you will be able to
+convert products from one unit to another only if those units belong to
+the same category. The box of 6 is 6 times bigger than the reference
+unit of measure for the category which is “Units” here.
+
+.. image:: media/uom_03.png
+    :align: center
+
+Specify Units of Measure on your Products
+=========================================
+
+In the *Inventory application > Master Data > Products*, open the
+product which you would like to change the purchase/sale unit of
+measure, and click on *Edit*.
+
+In the *General Information* tab, you can select the *Unit of
+Measure* in which the product will be sold, which is also the unit in
+which internal transfers will take place. You can also select the
+*Purchase Unit of Measure*, which is the unit in which you purchase
+the product.
+
+.. image:: media/uom_04.png
+    :align: center
+
+Transfer from One Unit to Another
+=================================
+
+Buy in the Pruchase UoM
+-----------------------
+
+In the *Purchase* application, *Create* a new request for quotation
+in which you include the product with the different *Units of Measure*
+and *Confirm* it.
+
+.. image:: media/uom_05.png
+    :align: center
+
+On the automatically generated purchase orders, the UoM used is the Box
+of 6, meaning the Purchase UoM. You have of course the possibility to
+manually modify the UoM if necessary. When you enter the *Receipt*
+which is linked to the purchase order, you can observe that the 10 boxes
+of 6 units have been converted in 60 units. Indeed, the stock is managed
+in units.
+
+.. image:: media/uom_06.png
+    :align: center
+
+Replenishment
+-------------
+
+When doing a replenishment via the *Replenish* button on the product
+form, you have the possibility to change the unit of measure.
+
+.. image:: media/uom_07.png
+    :align: center
+
+.. image:: media/uom_08.png
+    :align: center
+
+Sell in bigger UoM
+------------------
+
+You can choose the unit of measure on the sale order document and decide
+to sell the eggs by the dozen. When doing so, the price is automatically
+computed from Units UoM to adapt to the selected *UoM*.
+
+.. image:: media/uom_09.png
+    :align: center
+
+In the delivery order, the *UoM* used in the sale order is converted
+to the *UoM* used for stock management, in our use case, the Units.
+
+.. image:: media/uom_10.png
+    :align: center

inventory/management/products/usage.rst

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+=======================================================
+When Should you Use Packages, Units of Measure or Kits?
+=======================================================
+
+Units of Measure
+================
+
+Units of measure specify the unit used to handle a product. In Odoo, you
+have the possibility to specify the unit of measure in which you manage
+your stock and the one which is used when purchasing the product to your
+supplier.
+
+.. image:: media/usage_01.png
+    :align: center
+
+The *conversion* between the different units of measure is done
+automatically. The only condition is that all the units have to be in
+the *same category* (Unit, Weight, Volume, Length,...)
+
+For example, if I have the following reordering rule for the egg and I
+run the scheduler, the quantity added in the automatically generated
+purchase order will be in dozens but what will enter the stock will be
+units.
+
+.. image:: media/usage_02.png
+    :align: center
+
+.. image:: media/usage_03.png
+    :align: center
+
+.. image:: media/usage_04.png
+    :align: center
+
+Packages
+========
+
+The package is the physical container in which you put one or several
+products from a picking. For example, when you deliver a product, you
+can decide to separate the quantity into two different packages. It then
+allows you to have a report with the quantity of products for each
+package.
+
+.. image:: media/usage_05.png
+    :align: center
+
+.. image:: media/usage_06.png
+    :align: center
+
+Packaging
+=========
+
+The packaging is the physical container that protects your product. If
+you are selling computers, the packaging contains the computer with the
+notice and the power plug.
+
+In Odoo, packagings are used for indicative purposes on sale orders.
+They can be specified on the product form, in the inventory tab.
+
+.. image:: media/usage_07.png
+    :align: center
+
+.. image:: media/usage_08.png
+    :align: center
+
+.. note::
+        Another useful use of the packaging is for product reception. By
+        scanning the barcode of the packaging, Odoo adds the number of units
+        contained in the packing on the picking.

inventory/management/products/variants.rst

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+======================
+Using product variants
+======================
+
+Product variants are used to manage products having different
+variations, like size, color, etc. It allows managing the product at the
+template level (for all variations) and at the variant level (specific
+attributes).
+
+As an example, a company selling t-shirts may have the following
+product:
+
+- B&C T-shirt
+
+  - Sizes: S, M, L, XL, XXL
+  - Colors: Blue, Red, White, Black
+
+In this example, **B&C T-Shirt** is called the product template and
+**B&C T-Shirt, S, Blue** is a variant. Sizes and color are
+**attributes**.
+
+The above example has a total of 20 different products (5 sizes x 4
+colors). Each one of these products has its own inventory, sales, etc.
+
+Impact of variants
+==================
+
+- **Barcode**: the code and barcode is associated to a variant, not the
+  template. Every variant may have its own barcode / SKU.
+
+- **Price**: every product variant has its own public price that is
+  computed based on the template price ($20) with an optional extra
+  for every variant (+$3 for color red). However, you can define
+  pricelist rules that apply on the template or the variant.
+
+- **Inventory**: the inventory is managed by product variant. You don't
+  own t-shirts, you only own "T-shirts, S, Red", or "T-Shirts, M,
+  Blue". For information purpose, on the product template form, you
+  get the inventory that is the sum of every variant. (but the
+  actual inventory is computed by variant)
+
+- **Picture**: the picture is related to the variant, every variation
+  of a product may have its own primary picture.
+
+- **Other fields**: most of the other fields belongs to the product
+  template. If you update them, it updates automatically all the
+  variants. (example: Income Account, Taxes)
+
+Should you use variants?
+========================
+
+When should you use variants?
+-----------------------------
+
+Using variants has the following impacts:
+
+- **eCommerce**: in your online shop, the customer will only see
+  product templates in the catalog page. Once the visitor click on
+  such a product, he will have options to choose amongst the
+  variants (colors, sizes, …)
+
+- **Manufacturing**: Using variants allows to define only one bill of
+  material for a product template and slight variations for some of
+  the variants. Example: instead of creating a Bill of Material for
+  "T-shirt, Red, S", you create a bill of material for "T-shirt"
+  and add some lines that are specific to the dimension S, and
+  other lines specific to the color Red.
+
+- **Pricing**: The default price of a product is computed using the
+  price of the product template and add the optional extra price on
+  each dimension of the variant. This way, variant prices are
+  easier to maintain since you don't have to set the price for
+  every variant. However, it's possible to create pricelist rules
+  to fix price per variants too.
+
+When should you avoid using variants?
+-------------------------------------
+
+Using variants may add a level of complexity on the way you use Odoo.
+You should consider using variants only if you need it to reduce the
+complexity of managing lots of products that are similars.
+
+As an example, importing your initial product catalog is more complex if
+you use variants. You can't just import a list of products, you must
+import product templates and all their related variations.
+
+In addition to that, you should also carefully select the dimensions
+that you manage as separate product templates and those as variants. As
+an example, a company having these products:
+
+- Quality: T-Shirts, Polos, Shirts
+
+- Color: Red, Blue
+
+- Size: S, M, L, XL
+
+In such a use case, you could create 1 template with three dimensions of
+variants (Layout, T-Shirts, Polos). But, it's recommended to create two
+different product templates as T-shirts may highly differ from polos or
+shirts and customer expect to see these as two different products in the
+e-Commerce:
+
+- Product Template: T-shirt
+
+  - Color: Red, Blue
+  - Size: S, M, L, XL
+
+- Product Template: Polos
+
+  - Color: Red, Blue
+  - Size: S, M, L, XL
+
+Configuration
+=============
+
+Activate the variant feature
+----------------------------
+
+Before you can use product variants, you must first activate the product
+variants in the settings. To do so, you must go to the Sales app. In the
+menu :menuselection:`Configuration --> Settings`, locate the **Products Variants** line,
+and tick the option **Products can have several attributes**, then click
+on **Apply**.
+
+.. image:: media/variant01.png
+   :align: center
+
+Creating products with variants
+-------------------------------
+
+Once you have activated the variant option, you can add variants to your
+products. To do so, go to the Sales module, :menuselection:`Sales --> Products`.
+It is also accessible from the Purchase and inventory modules.
+
+Now, click on the product you wish to add variants to.
+
+In the product page, a new tab called Variants has appeared. The number
+in purple written on top is the number of variants this product
+currently has. To add new variants, click on the tile. In the new
+window, click on **Create**.
+
+In **Attributes**, click on the rolldown menu and select the type of
+variance you wish to add. If the variant does not yet exist, you can
+create it on the fly by clicking on Create and edit…
+
+.. image:: media/variant02.png
+   :align: center
+
+In the Attributes window, the **Value** field is the description of the
+attribute such as Green, Plastic or 32GB. The **Attribute** field is the
+type of variant such as Color, Material or Memory.
+
+.. image:: media/variant03.png
+   :align: center
+
+You can add a cost for the variant on the fly by adding it in the
+**Attribute Price Extra** field, or choose to modify it later. Click on
+**Save**.
+
+You can also add a different barcode and internal reference to the
+variant.
+
+When you have entered all the specifications of the variant, click on
+**Save**.
+
+Managing Product Variants
+=========================
+
+Introduction
+------------
+
+The examples below are all based on this product template that has two
+variant attributes :
+
+-  T-Shirt B&C
+
+   -  Color: Red, Blue, White
+
+   -  Size: S, M, L, XL, XXL
+
+Managing combination possibilities
+----------------------------------
+
+By default, with the above product template, you get 15 different
+products (3 colors, 5 sizes). If the XXL size only exists for red and
+blue t-shirts, you can deactivate the white product variant.
+
+To do this, click on the **Variants** button, select the XXL, White
+T-shirt. From the product form, uncheck the **Active** box of the T-shirt
+White, XXL.
+
+.. image:: media/variant04.png
+   :align: center
+
+.. tip::
+
+  That deactivating a product is different than having an inventory of 0.
+
+Setting a price per variant
+---------------------------
+
+You can add a cost over the main price for some of the variants of a
+product.
+
+Once you have activated the variant option, you can add variants to your
+products. To do so, go to the Sales module, open :menuselection:`Sales --> Products`
+and click on the product you want to modify. Click on the **Variant Prices**
+button to access the list of variant values.
+
+.. image:: media/variant05.png
+   :align: center
+
+Click on the variant name you wish to add a value to, to make the 3
+fields editable. In the **Attribute Price Extra** field, add the cost of
+the variant that will be added to the original price.
+
+.. image:: media/variant06.png
+   :align: center
+
+When you have entered all the extra values, click on **Save**.
+
+.. todo::
+
+  .. seealso::
+
+      * Accounting Memento: Details of Journal Entries
+      * Process Overview: From Billing to Payment Orders