[IMP] inventory: V13 version for the "uom" doc

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lau-odoo
2019-10-11 10:45:26 +02:00
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commit 22d214451b
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@@ -1,14 +1,13 @@
======================================
How to use different units of measure?
======================================
==============================
Use Different Units of Measure
==============================
Overview
========
In some cases, handling products in different unit of measures is
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 them in a country where the
imperial system is used, you will need to convert the units.
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.
@@ -16,114 +15,93 @@ product.
Configuration
=============
In the **Inventory** application, go to :menuselection:`Configuration --> Settings`.
In the **Products** section, select **Some products may be sold/purchased in
different units of measure (advanced)**, then click on **Apply**.
In the *Inventory* application, go to *Configuration > Settings*. In
the *Products* section, activate *Units of Measure*, then *Save*.
.. image:: media/uom09.png
:align: center
.. image:: media/uom_01.png
:align: center
Setting up units on your products
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
=================================
In :menuselection:`Master Data --> Products`, open the product which you would like to
change the purchase/sale unit of measure, and click on **Edit**.
Buy in the Pruchase UoM
-----------------------
In the **Unit of Measure** section, select the unit in which the product
will be sold and in which internal transfers will be done.
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.
In the **Purchase Unit of Measure** section, select the unit in which
you purchase the product. When you're done, click on **Save**.
.. image:: media/uom_05.png
:align: center
.. image:: media/uom10.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.
.. tip::
Click on the edit button |edit| to create new unit of measures.
.. image:: media/uom_06.png
:align: center
Replenishment
-------------
Transfer from one unit to another
=================================
When doing a replenishment via the *Replenish* button on the product
form, you have the possibility to change the unit of measure.
When doing inter-unit transfers, the rounding is automatically done by
Odoo.
.. image:: media/uom_07.png
:align: center
The unit of measure can be changed throughout the whole process. The
only condition is that the unit of measure is part of the same category.
.. image:: media/uom_08.png
:align: center
In this example, we are in the egg business :
Sell in bigger UoM
------------------
- We buy eggs by trays (30 eggs)
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*.
- We check all eggs individually when receiving it (quality control)
.. image:: media/uom_09.png
:align: center
- We sell eggs by the dozen to the customers
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/uom01.png
:align: center
.. note::
The **Sale price** is expressed in the **Product unit of measure**. The
**Cost price** is expressed in the **Purchase Unit of Measure**.
.. note::
All internal transfers are expressed in the **Product Unit of
Measure**.
Procurement
-----------
When doing your procurement request, you can still change the unit of
measure.
.. image:: media/uom06.png
:align: center
The unit of measure can also be changed in the purchase order :
.. image:: media/uom03.png
:align: center
Quality Control
---------------
The quality control is done by unit.
The basic unit of measure of our product is **Unit**. Therefore the
quality check is done by unit.
.. image:: media/uom05.png
:align: center
.. note::
The unit of measure can only be changed when the transfer status
is **Draft**.
Delivery process
----------------
The eggs are sold by the dozen. You can choose the unit of measure on
the sale order document. When doing it, the price is automatically
computed from the unit to the dozen.
.. image:: media/uom04.png
:align: center
In the delivery order, the initial demand is done in the sales order unit
of measure :
.. image:: media/uom02.png
:align: center
But the transfer is done in the product unit of measure. Everything is
converted automatically :
.. image:: media/uom08.png
:align: center
.. todo::
Create a link when the document is available
- When should you use packages, units of measure or kits?
.. |edit| image:: ./media/uom07.png
.. image:: media/uom_10.png
:align: center
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@@ -67,5 +67,4 @@ When you are selling several trays, you might wrap all the trays into a
``box`` or in a ``plastic`` wrapping. It is the **package**.
.. seealso::
* :doc:`../../overview/start/setup`
* :doc:`uom`