[ADD] Manufacturing: Lots and serial numbers

content/applications/inventory_and_mrp/manufacturing/workflows.rst

@@ -15,3 +15,4 @@ Workflows
    workflows/unbuild_orders
    workflows/byproducts
    workflows/continuous_improvement
+   workflows/manufacture_lots_serials

content/applications/inventory_and_mrp/manufacturing/workflows/manufacture_lots_serials.rst

@@ -0,0 +1,140 @@
+========================================
+Manufacture with lots and serial numbers
+========================================
+
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
+
+In Odoo, *lot numbers* and *serial numbers* are used to identify and track products in Odoo. Serial
+numbers are used to assign unique numbers to individual products, while lot numbers are used to
+assign a single number to multiple units of a specific product.
+
+When manufacturing products tracked using lots or serial numbers, Odoo requires the lot or serial
+number to be assigned to each product before manufacturing can be completed. This ensures that each
+product is properly tracked from the moment it enters inventory.
+
+Configure products for tracking
+===============================
+
+By default, Odoo tracks the quantity of each product on hand, but does not track individual units of
+a product. Lot or serial number tracking must be enabled for each product individually.
+
+To track a product using lots or serial numbers, begin by navigating to :menuselection:`Inventory
+--> Configuration --> Settings`, scrolling down to the :guilabel:`Traceability` section, and ticking
+the :guilabel:`Lots & Serial Numbers` checkbox. Finally, click :guilabel:`Save` to save the change.
+
+Next, click on :menuselection:`Products --> Products`, and select a product to track. Make sure the
+:guilabel:`Track Inventory` checkbox is ticked on the product's form. Since lot and serial number
+functionality is enabled, a drop-down menu appears next to the ticked checkbox.
+
+Click on the :guilabel:`Track Inventory` drop-down menu. Select :guilabel:`By Lots` to track the
+product using lot numbers, or :guilabel:`By Unique Serial Number` to track the product using serial
+numbers.
+
+.. seealso::
+   This section contains the basic information regarding how to configure products for lot and
+   serial number tracking. See the documentation on
+   :doc:`lots <../../inventory/product_management/product_tracking/lots>` and
+   :doc:`serial numbers <../../inventory/product_management/product_tracking/serial_numbers>` for
+   more information.
+
+Lot number manufacturing
+========================
+
+To manufacture a product tracked with lots, begin by navigating to the
+:menuselection:`Manufacturing` app and selecting :guilabel:`Operations --> Manufacturing Orders`.
+Click :guilabel:`New` to create a new manufacturing order (MO).
+
+In the :guilabel:`Product` field, select a product tracked using lots, and enter the desired
+:guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|.
+
+Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in the top section of the
+|MO| form. By default, this field is empty.
+
+To populate the :guilabel:`Lot/Serial Number` field with a lot number, click the
+:icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field. Doing so automatically
+generates a lot, using the next available number, and enters it in the field.
+
+Alternatively, click on the :guilabel:`Lot/Serial Number` field and select an existing lot number,
+or manually enter a new lot number and click :guilabel:`Create "#"` in the drop-down menu.
+
+.. image:: manufacture_lots_serials/lot-sn-field.png
+   :alt: The "Lot/Serial Number" field on an MO.
+
+Either of these methods assign the product(s) in the |MO| a lot number before production is
+finished. It is also possible to complete production and close the |MO| by clicking
+:guilabel:`Produce All`, without assigning a lot number. Doing so automatically generates and
+assigns a lot, using the next available number.
+
+Serial number manufacturing
+===========================
+
+To manufacture a product tracked with serial numbers, begin by navigating to the
+:menuselection:`Manufacturing` app and selecting :guilabel:`Operations --> Manufacturing Orders`.
+Click :guilabel:`New` to create a new |MO|.
+
+In the :guilabel:`Product` field, select a product tracked using serial numbers, and enter the
+desired :guilabel:`Quantity`. Click :guilabel:`Confirm` to confirm the |MO|.
+
+Once the |MO| is confirmed, a :guilabel:`Lot/Serial Number` field appears in the top section of the
+|MO| form. By default, this field is empty.
+
+The rest of the manufacturing process depends on how many units the |MO| contains.
+
+Manufacture single unit
+-----------------------
+
+If a single unit of the product is being manufactured, clicking :guilabel:`Produce All` closes the
+|MO|, and automatically generates and assigns the next available serial number, which appears in the
+:guilabel:`Lot/Serial Number` field.
+
+To assign a serial number without closing the |MO|, enter a number manually in the
+:guilabel:`Lot/Serial Number`field, and click :guilabel:`Create "#"`, or click the
+:icon:`fa-plus-square-o` :guilabel:`(plus)` icon to the right of the field to auto-fill it with the
+next available number.
+
+.. image:: manufacture_lots_serials/lot-sn-field.png
+   :alt: The "Lot/Serial Number" field on an MO.
+
+Manufacture multiple units
+--------------------------
+
+.. important::
+   When manufacturing a product tracked using serial numbers, an |MO| can be created for multiple
+   units. However, when serial numbers are assigned to each unit, either at the end of production or
+   before, the |MO| is split into multiple |MOs|, each containing one unit of the product.
+
+   Each of the split |MOs| is identified by a numerical tag added to the end of the original |MO|
+   number.
+
+   .. example::
+      |MO| 'WH/MO/00109' contains two units of a 'Chair', a product tracked using serial numbers. A
+      serial number is assigned to each unit of the chair. This causes the |MO| to be split into two
+      |MOs|, each containing one unit of the chair. The |MOs| are titled 'WH/MO/00109-001' and
+      'WH/MO/00109-002'.
+
+To assign serial numbers to each unit of an |MO|, click :guilabel:`Produce All`. Doing so opens a
+:guilabel:`Batch Production` pop-up window.
+
+The :guilabel:`First Lot/SN` field of the pop-up window is auto-filled with the next available
+serial number. The :guilabel:`Number of SN` field defaults to the number of units being
+manufactured. The values of either field can be changed manually.
+
+Click :guilabel:`Generate` to generate the specified number of serial numbers, beginning with the
+number entered in the :guilabel:`First Lot/SN` field. The serial numbers are displayed in the text
+box at the bottom of the pop-up window, and can be manually changed after generation.
+
+To assign serial numbers without completing production, click the :guilabel:`Prepare MO` button.
+Doing so splits the |MO| into individual |MOs|, one for each unit in the original |MO|. Each |MO| is
+left open, and can be closed individually.
+
+To assign serial numbers and complete production, click the :guilabel:`Produce` button. Doing so
+splits the |MO| into individual |MOs|, one for each unit in the original |MO|. All of the |MOs| are
+closed, since production is complete.
+
+.. image:: manufacture_lots_serials/batch-production.png
+   :alt: The "Batch Production" pop-up window, from which serial numbers can be assigned.
+
+After clicking :guilabel:`Prepare MO` or :guilabel:`Produce`, the :menuselection:`Manufacturing` app
+automatically shows the first of the split |MOs| (ex. 'WH/MO/00109-001'). To view and access the
+rest the split |MOs|, click the :guilabel:`Backorders` smart button at the top of the screen.