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diff --git a/addons/stock/data/web_planner_data.xml b/addons/stock/data/web_planner_data.xml deleted file mode 100644 index 2d8cbf62904..00000000000 --- a/addons/stock/data/web_planner_data.xml +++ /dev/null @@ -1,480 +0,0 @@ -<?xml version="1.0" encoding="utf-8"?> - -<odoo> - - <template id="inventory_planner"> - <t t-call="web_planner.pages"> - <t t-call="web_planner.page"> - <t t-set="page_title">Welcome</t> - <t t-set="hide_mark_as_done" t-value="True"/> - <div class="o_planner_intro"> - <p> - This guide helps getting started with Odoo Inventory. - Once you are done, you will benefit from: - </p> - <ul> - <li><strong>Automated flows</strong>: from sale to delivery, and purchase to reception</li> - <li><strong>Automated replenishment rules</strong></li> - <li>Accurate visibility on all your operations</li> - </ul> - <p> - In short, you will get a more efficient warehouse management that leads - to inventory reduction and better efficiencies in your daily operations. - </p> - <div class="mt32"> - <img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/> - <address> - For the Odoo Team,<br/> - Fabien Pinckaers, Founder - </address> - </div> - </div> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Your Situation</t> - <t t-set="menu_categoryclasses" t-value="'fa-building-o'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Your Warehouse</t> - <p>Odoo has preconfigured <strong>one Warehouse</strong> for you. <a t-att-href="prepare_backend_url('stock.action_warehouse_form')">Edit its details or add new ones</a>.</p> - <div class="alert alert-info"> - <p><strong>Warehouse Locations</strong></p> - <p> - To better organize your stock, you can create - subdivisions of your Warehouse called <strong>Locations</strong> (ex: - Shipping area, Merchandise return, Shelf 34 etc). - Do not use Locations if you do not manage inventory per zone. - </p> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Your Vendors</t> - <p class="text-muted"> - Unless you are starting a new business, you probably have a list of vendors you would like to import. - </p> - <t t-if="not is_module_installed('account') and not is_module_installed('purchase')"> - <div class="alert alert-warning"> - <span>You need to install the Accounting or Purchases app to manage vendors.</span> - </div> - </t> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong> Create manually</strong><br/> - <span class="small">< 50 vendors</span> - </span> - </div> - <div class="panel-body"> - <p> - If you have less than 50 vendors, we recommend you - to create them manually. - </p> - <ul><li> - <a t-att-href="prepare_backend_url('base.action_partner_supplier_form','kanban')">Create Vendors</a>, if accounting or purchase is installed - </li> - </ul> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong>Import</strong><br/> - <span class="small">> 50 vendors</span> - </span> - </div> - <div class="panel-body"> - <p> - We handle the whole import process - for you: simply send your Odoo project - manager a CSV file containing all your - data. - </p><p> - If you want to do it yourself: - </p> - <ul> - <li>Download the <a href="/base_import/static/csv/res.partner.csv">CSV template</a></li> - <li>Import using the top left button in <a t-att-href="prepare_backend_url('base.action_partner_form','list', 'purchase')">the list of vendors</a></li> - </ul> - </div> - </div> - </div> - </div> - <div class="alert alert-info"> - <span>If you are a developer <strong>you can use our - API</strong> to load data automatically through - scripts: take a look at our <a href="https://www.odoo.com/documentation/9.0/api_integration.html" target="_blank">API Documentation</a> for more - information.</span> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Your Products</t> - <p>Before creating your products, here are a few concepts your should understand:</p> - - - <div class="panel-group" id="o_product_concepts" role="tablist" aria-multiselectable="true"> - <div class="panel panel-default"> - <div class="panel-heading" role="tab" id="o_concept1"> - <h4 class="panel-title"> - <a role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc1" aria-expanded="false" aria-controls="o_concept_desc1"> - Product Types - </a> - </h4> - </div> - <div id="o_concept_desc1" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept1"> - <div class="panel-body"> - <li><strong>Stockable products</strong> are subject to the full inventory management system: minimum stock rules, automatic procurement, etc.</li> - <li><strong>Consumable products</strong> are always assumed to be in sufficient quantity in your stock, therefore their available quantities are not tracked</li> - <li><strong>Service products</strong> are non-material products provided by a company or an individual</li> - </div> - </div> - </div> - <div class="panel panel-default"> - <div class="panel-heading" role="tab" id="o_concept2"> - <h4 class="panel-title"> - <a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc2" aria-expanded="false" aria-controls="o_concept_desc2"> - Supply Chain - </a> - </h4> - </div> - <div id="o_concept_desc2" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept2"> - <div class="panel-body"> - <ul> - <li><strong>Manufacture:</strong> the product is manufactured internally or the service is supplied from internal resources</li> - <li><strong>Buy:</strong> the product is bought from a vendor through a Purchase Order</li> - </ul> - <ul> - <li><strong>Make to Stock:</strong> your customers are supplied from available stock. If the quantities in stock are too low to fulfill the order, a Purchase Order is generated according the minimum stock rules in order to get the products required</li> - <li><strong>Make to Order:</strong> the product is acquired only as demand requires, each time a Sales Order is confirmed. This does not modify stock in the medium term because you restock with the exact amount that was ordered</li> - </ul> - </div> - </div> - </div> - <div class="panel panel-default"> - <div class="panel-heading" role="tab" id="o_concept3"> - <h4 class="panel-title"> - <a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc3" aria-expanded="false" aria-controls="o_concept_desc3"> - On Hand / Available Quantities - </a> - </h4> - </div> - <div id="o_concept_desc3" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept3"> - <div class="panel-body"> - <li><strong>On Hand products</strong> are physically located in the warehouse location at the current time. This includes items that are already allocated to fulfilling production needs or sales orders</li> - <li><strong>Available products</strong> are currently available for use in filling a new order for purposes such as production or distribution. This quantity does not include items already allocated to other orders or items that are in transit from a supplier</li> - </div> - </div> - </div> - <div class="panel panel-default"> - <div class="panel-heading" role="tab" id="o_concept4"> - <h4 class="panel-title"> - <a class="collapsed" role="button" data-toggle="collapse" data-parent="#o_product_concepts" href="#o_concept_desc4" aria-expanded="false" aria-controls="o_concept_desc4"> - Units of Measure - </a> - </h4> - </div> - <div id="o_concept_desc4" class="panel-collapse collapse" role="tabpanel" aria-labelledby="o_concept4"> - <div class="panel-body"> - <li>By default, Odoo measures products by 'units', which are generic and represent just about anything</li> - <li>To use more precise units like pounds or kilograms, activate<i> Some products may be sold/purchased in different unit of measures (advanced)</i> in the <a t-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a></li> - <li>You can review and edit the predefined units via the <a t-att-href="prepare_backend_url('product.product_uom_form_action')">Units of Measures</a> configuration menu</li> - <li>Of course, feel free to add your own. Please note that Odoo is able to convert units within the same category, for example, liters to gallons in the volume category</li> - </div> - </div> - </div> - </div> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong> Create manually</strong><br/> - <span class="small">Recommended if <100 products</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li><a t-att-href="prepare_backend_url('product.product_template_action', 'form')">Create your products</a></li> - </ul> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <span class="fa" data-icon=""/> - <strong>Import a file</strong><br/> - <span class="small">Recommended if >100 products</span> - </span> - </div> - <div class="panel-body"> - <p> - We handle the whole import process - for you: simply send your Odoo project - manager a CSV file containing all your - products. - </p><p> - If you want to do it yourself: - </p> - <ul> - <li>Download the <a href="/product/static/csv/product.template.csv">CSV template</a></li> - <li>Import using the top left button in <a t-att-href="prepare_backend_url('product.product_template_action_product','list')">the list of products</a></li> - </ul> - </div> - </div> - </div> - </div> - </t> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Deployment</t> - <t t-set="menu_categoryclasses" t-value="'fa-rocket'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Initial Inventory</t> - <p> - It is time to make your initial Inventory. In order to do so: - </p> - - <div> - <ol> - <li><a t-att-href="prepare_backend_url('stock.action_inventory_form')" >Create an Inventory Adjustment</a></li> - <li>When everything is set, click on <i>Start Inventory</i></li> - <li>Set the <i>Real Quantity</i> for each Product and <i>Validate the Inventory</i></li> - </ol> - </div> - <p> - Now, all your product quantities are correctly set. - </p> - <div class="alert alert-info"> - <strong>Import data</strong> - <p>It is also possible to import your initial inventory from an Excel or CSV file. - If you want to do that, contact your Odoo project manager.</p> - </div> - </t> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Daily Operations</t> - <t t-set="menu_categoryclasses" t-value="'fa-calendar-o'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Sales Flow</t> - <p class="text-muted"> - Odoo inventory management is fully integrated with sales and - invoicing process. Everything is automated from the initial - quotation to the delivery and the final invoice. - </p> - <div t-if="not is_module_installed('sale')" class="alert alert-warning"> - <span>You need to install the Sales Management app for this flow.</span> - </div> - <p>A classic sales flow looks like the following:</p> - - <div class="row"> - <div class="col-md-6 text-center"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>From the Sales application</strong> - </span> - </div> - <div class="panel-body"> - <div><span class="label label-default text-center odoo_purple"><a t-att-href="prepare_backend_url('sale.action_quotations')"> Create a Quotation</a></span><div> for a customer and add products</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Confirm Sale</span><div>The quotation becomes a Sales Order and a Transfer Order is created</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Click on <span class="fa fa-truck"/> Delivery</span><div> on the sales order form to see Transfer Order</div></div> - </div> - </div> - </div> - <div class="col-md-6 text-center"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>From the Inventory application</strong> - </span> - </div> - <div class="panel-body"> - <div><span class="label label-default text-center odoo_purple">'Available'</span><div>is displayed on the transfer if your products supply chain is properly configured. Otherwise, <strong>Check the availability</strong> manually</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or let Odoo do it automatically while validating</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Validate the Delivery</span><div>with the <i>Validate</i> button</div></div> - </div> - </div> - </div> - </div> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Purchase Flow</t> - <p class="text-muted"> - Like with the sales flow, Odoo inventory management is - fully integrated with the purchase app. - </p> - <div t-if="not is_module_installed('purchase')" class="alert alert-warning"> - <span>You need to install the Purchases Management app for this flow.</span> - </div> - <p>A classic purchase flow looks like the following:</p> - - <div class="row"> - <div class="col-md-6 text-center"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>From the Purchase application</strong> - </span> - </div> - <div class="panel-body"> - <div><span class="label label-default text-center odoo_purple"><a t-att-href="prepare_backend_url('purchase.purchase_rfq')">Create a RFQ</a></span><div> from your vendor with the products and the requested quantities</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Confirm Order</span><div>The RFQ becomes a Purchase Order and a Transfer Order is created</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Click on <span class="fa fa-truck"/> Shipment</span><div> on the purchase order form or click on <i>Receive Products</i> to see the Transfer Order</div></div> - </div> - </div> - </div> - <div class="col-md-6 text-center"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>From the Inventory application</strong> - </span> - </div> - <div class="panel-body"> - <div><span class="label label-default text-center odoo_purple">Find Incoming Shipments</span><div>via the <a t-att-href="prepare_backend_url('stock.stock_picking_type_action')">Dashboard</a> when you receive the ordered products</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or scan them with the Odoo Barcode app, or let Odoo do it automatically while validating</div></div> - <span class="fa fa-angle-down fa-2x"></span> - <div><span class="label label-default text-center odoo_purple">Validate the Receipt Order</span><div>to mark the products as transferred to your stock location</div></div> - </div> - </div> - </div> - </div> - </t> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Periodical Tasks</t> - <t t-set="menu_categoryclasses" t-value="'fa-recycle'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Reordering Rules</t> - <t t-set="page_menutitle" t-value="'Reordering Rules'"/> - <p class="text-muted"> - A good inventory management aims to optimize stock levels: not too low (or - you may find yourself out of stock) and not too high (your products occupy - space and may lose value). - </p> - <p> - In Odoo, <strong>Reordering Rules</strong> are used to replenish your products. - Odoo will automatically propose a procurement to buy new products if you are - running out of stock. - </p> - <p> - To create them, click on <strong><span class="fa fa-refresh"/> Reordering</strong> on <a t-att-href="prepare_backend_url('product.product_template_action_product')">a stockable Product</a> and simply enter a minimum and maximum quantity. - </p> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Resolve Procurement Exceptions</t> - <t t-set="page_menutitle">Procurement Exceptions</t> - <p class="text-muted"> - If you configured automatic procurement, Odoo automatically generates - Procurements Orders. You usually don't need to worry about them, but - sometimes the system can remain blocked without generating a - corresponding document, usually due to a configuration problem. - </p> - <p class="text-muted"> - It is therefore a good idea to check and try to resolve those procurement - exceptions. These are accessible from the Schedulers menu (you need the Stock - Manager role to see it). - </p> - <h4>Here are some usual problems and their solutions:</h4> - <ul> - <li><strong>No bill of materials defined for production:</strong> you need to create a BoM or indicate that the product can be purchased instead.</li> - <li><strong>No supplier available for a purchase:</strong> you have to define a supplier in the Procurements tab of the product form.</li> - <li><strong>No address defined on the supplier partner:</strong> you have to complete an address for the default supplier for the product concerned.</li> - <li><strong>No quantity available in stock:</strong> you have to create a reordering rule and put it in the order, or manually procure it.</li> - </ul> - </t> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Advanced</t> - <t t-set="menu_categoryclasses" t-value="'fa-bolt'"/> - - <t t-call="web_planner.page"> - <t t-set="page_title">Traceability</t> - <p> - Odoo is able to run advanced traceability by using Product Lots and Serial - Numbers, usually identified by bar codes stuck on the products. - </p> - <p> - Lots can be encoded on incoming shipments, internal transfers and - outgoing deliveries according to the settings in the operation type. - The tracking can be configured on every product: not any tracing at - all, tracking by lot, or tracking by unique serial number. - </p> - <p> - In case of unique serial numbers, each serial number corresponds - to exactly one piece. In case of lots, you need to supply the quantity - for each lot when you move that product. - </p> - <h4>How to use Lot Tracking:</h4> - <ul> - <li><strong>Activate <i>Track lots or serial numbers</i></strong> in your <a t-att-href="prepare_backend_url('stock.action_stock_config_settings')">Inventory Settings</a>.</li> - <li>Set the products you want to track with lots or serial numbers by setting the Tracking field on the product form</li> - <li><strong>When you process an incoming shipment, internal transfer or delivery</strong>, assign a lot number or different lot numbers or serial numbers to a product by clicking on the <span class="fa fa-list"/> icon</li> - </ul> - <p>To check the trajectory of a lot, find it back in <strong><i>Inventory Control > Serial Numbers / lots</i></strong>. - Choose a lot in the list and click on <i>Traceability</i>i>. You may also - filter the Quantitative Valuation of a product with a certain lot.</p> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Routes Management</t> - <p> - Odoo handles <strong>advanced push/pull routes configuration</strong>, for example: - </p> - <ul> - <li>Manage product manufacturing chains</li> - <li>Manage default locations per product</li> - <li>Define routes within your warehouse according to business needs, such as Quality Control, After Sales Services or Supplier Returns</li> - <li>Help rental management, by generating automated return moves for rented products</li> - </ul> - <p>This is quite complex to set up, so <strong>contact your Project Manager</strong> to address this.</p> - </t> - </t> - <t t-call="web_planner.page"> - <t t-set="page_title">End</t> - <t t-set="hide_title" t-value="True"/> - <t t-set="hide_from_menu" t-value="True"/> - <t t-set="hide_mark_as_done" t-value="True"/> - <h1 class="text-center o_planner_trophy" data-icon="" /> - <div class="text-center"> - <h1>Congratulations!</h1> - <h4>We hope this guide helped you implement Odoo Inventory.</h4> - <p>Do not hesitate to send us an email to describe your experience or to suggest improvements!</p> - <p>Once it's fully working, give us some feedback: we love to hear from our customer. It would be great if you could send us a photo of your warehouse to <a href="mailto:feedback@mail.odoo.com?subject=Inventory%20Planner" target="_blank">feedback@mail.odoo.com</a></p> - <p><strong>Enjoy your Inventory management with Odoo!</strong></p> - <p>- The Odoo Team</p> - <img src="/web_planner/static/src/img/odoo_logo.png"/> - </div> - </t> - </t> - </template> - - <record id="planner_inventory" model="web.planner"> - <field name="name">Inventory planner</field> - <field name="view_id" ref="inventory_planner"/> - <field name="menu_id" ref="menu_stock_root"/> - <field name="planner_application">planner_inventory</field> - <field name="tooltip_planner"><![CDATA[ - Inventory Configuration: a step-by-step guide.]]> - </field> - </record> - -</odoo> |