flectra/addons/stock/data/web_planner_data.xml

484 lines
32 KiB
XML
Raw Permalink Normal View History

<?xml version="1.0" encoding="utf-8"?>
2018-01-16 11:34:37 +01:00
<flectra>
<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>
2018-01-16 11:34:37 +01:00
This guide helps getting started with Flectra 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>
2018-01-16 11:34:37 +01:00
For the Flectra Team,<br/>
</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>
2018-01-16 11:34:37 +01:00
<p>Flectra 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="&#xe060;"/>
<strong> Create manually</strong><br/>
<span class="small">&lt; 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="&#xe040;"/>
<strong>Import</strong><br/>
<span class="small">&gt; 50 vendors</span>
</span>
</div>
<div class="panel-body">
<p>
We handle the whole import process
2018-01-16 11:34:37 +01:00
for you: simply send your Flectra 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/customers.xls">Excel 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://doc.flectrahq.com/" 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">
2018-01-16 11:34:37 +01:00
<li>By default, Flectra 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>
2018-01-16 11:34:37 +01:00
<li>Of course, feel free to add your own. Please note that Flectra 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="&#xe060;"/>
<strong> Create manually</strong><br/>
<span class="small">Recommended if &lt;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="&#xe040;"/>
<strong>Import a file</strong><br/>
<span class="small">Recommended if &gt;100 products</span>
</span>
</div>
<div class="panel-body">
<p>
We handle the whole import process
2018-01-16 11:34:37 +01:00
for you: simply send your Flectra 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="/base_import/static/csv/products.xls">Excel 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.
2018-01-16 11:34:37 +01:00
If you want to do that, contact your Flectra 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">
2018-01-16 11:34:37 +01:00
Flectra 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">
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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">
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or let Flectra do it automatically while validating</div></div>
<span class="fa fa-angle-down fa-2x"></span>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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">
2018-01-16 11:34:37 +01:00
Like with the sales flow, Flectra 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">
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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">
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_purple">Process the products</span><div>either by manually updating the Done quantity on the product lines, or scan them with the Flectra Barcode app, or let Flectra do it automatically while validating</div></div>
<span class="fa fa-angle-down fa-2x"></span>
2018-01-16 11:34:37 +01:00
<div><span class="label label-default text-center flectra_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">Reordering Rules</t>
<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>
2018-01-16 11:34:37 +01:00
In Flectra, <strong>Reordering Rules</strong> are used to replenish your products.
Flectra 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">
2018-01-16 11:34:37 +01:00
If you configured automatic procurement, Flectra 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>
2018-01-16 11:34:37 +01:00
Flectra 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>
2018-01-16 11:34:37 +01:00
Flectra 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="&#xe006;" />
<div class="text-center">
<h1>Congratulations!</h1>
2018-01-16 11:34:37 +01:00
<h4>We hope this guide helped you implement Flectra 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.flectrahq
.com?subject=Inventory%20Planner" target="_blank">feedback@mail.flectrahq.com</a></p>
2018-01-16 11:34:37 +01:00
<p><strong>Enjoy your Inventory management with Flectra!</strong></p>
<p>- The Flectra Team</p>
<img src="/web_planner/static/src/img/flectra_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>
2018-01-16 11:34:37 +01:00
</flectra>