[IMP] inventory: V13 version for the "uom" doc
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@@ -1,14 +1,13 @@
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======================================
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How to use different units of measure?
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======================================
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==============================
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Use Different Units of Measure
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==============================
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Overview
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========
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In some cases, handling products in different unit of measures is
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In some cases, handling products in different units of measure is
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necessary. For example, if you buy products in a country where the
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metric system is of application and sell them in a country where the
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imperial system is used, you will need to convert the units.
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metric system is of application and sell in a country where the imperial
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system is used, you will need to convert the units. Another common use
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case is buying products in bigger packs to your supplier and selling
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them in units to your customers.
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You can set up Odoo to work with different units of measure for one
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product.
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@@ -16,114 +15,93 @@ product.
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Configuration
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=============
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In the **Inventory** application, go to :menuselection:`Configuration --> Settings`.
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In the **Products** section, select **Some products may be sold/purchased in
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different units of measure (advanced)**, then click on **Apply**.
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In the *Inventory* application, go to *Configuration > Settings*. In
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the *Products* section, activate *Units of Measure*, then *Save*.
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.. image:: media/uom09.png
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:align: center
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.. image:: media/uom_01.png
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:align: center
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Setting up units on your products
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Create New Units of Measure
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===========================
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In the *Inventory* application go to *Configuration > UoM*. There,
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hit *Create*. As an example, we will create a Box of 6 units that we
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will use for the Egg product.
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.. image:: media/uom_02.png
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:align: center
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The category is important for unit conversion, you will be able to
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convert products from one unit to another only if those units belong to
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the same category. The box of 6 is 6 times bigger than the reference
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unit of measure for the category which is “Units” here.
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.. image:: media/uom_03.png
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:align: center
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Specify Units of Measure on your Products
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=========================================
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In the *Inventory application > Master Data > Products*, open the
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product which you would like to change the purchase/sale unit of
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measure, and click on *Edit*.
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In the *General Information* tab, you can select the *Unit of
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Measure* in which the product will be sold, which is also the unit in
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which internal transfers will take place. You can also select the
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*Purchase Unit of Measure*, which is the unit in which you purchase
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the product.
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.. image:: media/uom_04.png
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:align: center
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Transfer from One Unit to Another
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=================================
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In :menuselection:`Master Data --> Products`, open the product which you would like to
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change the purchase/sale unit of measure, and click on **Edit**.
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Buy in the Pruchase UoM
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-----------------------
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In the **Unit of Measure** section, select the unit in which the product
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will be sold and in which internal transfers will be done.
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In the *Purchase* application, *Create* a new request for quotation
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in which you include the product with the different *Units of Measure*
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and *Confirm* it.
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In the **Purchase Unit of Measure** section, select the unit in which
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you purchase the product. When you're done, click on **Save**.
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.. image:: media/uom_05.png
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:align: center
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.. image:: media/uom10.png
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:align: center
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On the automatically generated purchase orders, the UoM used is the Box
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of 6, meaning the Purchase UoM. You have of course the possibility to
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manually modify the UoM if necessary. When you enter the *Receipt*
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which is linked to the purchase order, you can observe that the 10 boxes
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of 6 units have been converted in 60 units. Indeed, the stock is managed
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in units.
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.. tip::
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Click on the edit button |edit| to create new unit of measures.
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.. image:: media/uom_06.png
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:align: center
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Replenishment
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-------------
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Transfer from one unit to another
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=================================
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When doing a replenishment via the *Replenish* button on the product
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form, you have the possibility to change the unit of measure.
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When doing inter-unit transfers, the rounding is automatically done by
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Odoo.
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.. image:: media/uom_07.png
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:align: center
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The unit of measure can be changed throughout the whole process. The
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only condition is that the unit of measure is part of the same category.
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.. image:: media/uom_08.png
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:align: center
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In this example, we are in the egg business :
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Sell in bigger UoM
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------------------
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- We buy eggs by trays (30 eggs)
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You can choose the unit of measure on the sale order document and decide
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to sell the eggs by the dozen. When doing so, the price is automatically
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computed from Units UoM to adapt to the selected *UoM*.
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- We check all eggs individually when receiving it (quality control)
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.. image:: media/uom_09.png
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:align: center
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- We sell eggs by the dozen to the customers
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In the delivery order, the *UoM* used in the sale order is converted
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to the *UoM* used for stock management, in our use case, the Units.
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.. image:: media/uom01.png
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:align: center
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.. note::
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The **Sale price** is expressed in the **Product unit of measure**. The
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**Cost price** is expressed in the **Purchase Unit of Measure**.
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.. note::
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All internal transfers are expressed in the **Product Unit of
|
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Measure**.
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Procurement
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-----------
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When doing your procurement request, you can still change the unit of
|
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measure.
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.. image:: media/uom06.png
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:align: center
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The unit of measure can also be changed in the purchase order :
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.. image:: media/uom03.png
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:align: center
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Quality Control
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---------------
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The quality control is done by unit.
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The basic unit of measure of our product is **Unit**. Therefore the
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quality check is done by unit.
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.. image:: media/uom05.png
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:align: center
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.. note::
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The unit of measure can only be changed when the transfer status
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is **Draft**.
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Delivery process
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----------------
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The eggs are sold by the dozen. You can choose the unit of measure on
|
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the sale order document. When doing it, the price is automatically
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computed from the unit to the dozen.
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.. image:: media/uom04.png
|
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:align: center
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In the delivery order, the initial demand is done in the sales order unit
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of measure :
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.. image:: media/uom02.png
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:align: center
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But the transfer is done in the product unit of measure. Everything is
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converted automatically :
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.. image:: media/uom08.png
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:align: center
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.. todo::
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Create a link when the document is available
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- When should you use packages, units of measure or kits?
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.. |edit| image:: ./media/uom07.png
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||||
.. 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**.
|
||||
|
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.. seealso::
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* :doc:`../../overview/start/setup`
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* :doc:`uom`
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