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[IMP] Inventory: bring units of measure current
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content/applications/inventory_and_mrp/inventory/product_management/configure/uom.rst

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@@ -22,57 +22,23 @@ Configuration
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To use different units of measure in Odoo, first go to :menuselection:`Inventory app -->
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Configuration --> Settings`, and under the :guilabel:`Products` section, activate the
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:guilabel:`Units of Measure` setting. Then, click :guilabel:`Save`.
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:guilabel:`Units of Measure & Packagings` setting. Then, click :guilabel:`Save`.
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.. image:: uom/uom-enable-setting.png
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:align: center
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:alt: Enable Units of Measure in the Inventory settings.
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Units of measure categories
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===========================
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After enabling the *Units of Measure* setting, view the default units of measure categories in
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:menuselection:`Inventory app --> Configuration --> UoM Categories`. The category is important for
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unit conversion; Odoo can convert a product's units from one unit to another **only** if both units
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belong to the same category.
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.. image:: uom/category.png
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:align: center
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:alt: Set units of measure categories.
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Each units of measure category has a reference unit. The reference unit is highlighted in blue in
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the :guilabel:`Uom` column of the :guilabel:`Units of Measure Categories` page. Odoo uses the
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reference unit as a base for any new units.
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To create a new unit, first select the correct category from the :guilabel:`Units of Measure
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Categories` page. For example, to sell a product in a box of six units, click the :guilabel:`Unit`
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category line. Then, on the category page that appears, click :guilabel:`Add a line` in the
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:guilabel:`Units of Measure` tab. Then, in the :guilabel:`Unit of Measure` field, title the new
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unit, such as `Box of 6`, then in the :guilabel:`Type` field, select the appropriate size reference,
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such as :guilabel:`Bigger than the reference Unit of Measure`.
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If applicable, enter a :guilabel:`UNSPSC Category`, which is a globally recognized `code managed by
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GS1 <https://www.unspsc.org/>`_, that **must** be purchased in order to use.
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In the :guilabel:`Ratio` field, enter how many individual units are in the new |UOM|, such as
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`6.00000` when using the example of the `6-Pack` (since a box of six is six times *bigger* than the
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reference unit, `1.00000`).
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.. image:: uom/convert-products-by-unit.png
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:align: center
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:alt: Convert products from one unit to another as long as they belong to the same category.
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:alt: Enable Units of Measure & Packagings in the Inventory settings.
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Specify a product's units of measure
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====================================
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To set units of measure on a product, first go to :menuselection:`Inventory app --> Products -->
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Products` and select a product to open its product form page.
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In the :guilabel:`General Information` tab, edit the :guilabel:`Unit of Measure` field to specify
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the unit of measure that the product is sold in. The specified unit is also the unit used to keep
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track of the product's inventory and internal transfers.
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In the :guilabel:`General Information` tab, edit the second :guilabel:`Sales Price` field to
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specify the unit of measure that the product is sold in. The specified unit is also the unit used to
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keep track of the product's inventory and internal transfers.
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Edit the :guilabel:`Purchase UoM` field to specify the unit of measure that the product is purchased
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Edit the second :guilabel:`Cost` field to specify the unit of measure that the product is purchased
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in.
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.. _inventory/product_replenishment/unit-conversion:
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--------------------------------
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When creating a new request for quotation (RFQ) in the *Purchase* app, Odoo automatically uses the
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product's specified purchase unit of measure. If needed, manually edit the :guilabel:`UoM` value on
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product's specified purchase unit of measure. If needed, manually edit the :guilabel:`Unit` value on
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the |RFQ|.
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After the |RFQ| is confirmed into a |PO|, click the :guilabel:`Receipt` smart button at the top of
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measure, so the :guilabel:`Demand` column of the delivery receipt shows the converted quantity.
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.. example::
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When the product's purchase :guilabel:`UoM` is `Box of 6`, and its sales/inventory unit of
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When the product's purchase :guilabel:`Unit` is `Box of 6`, and its sales/inventory unit of
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measure is `Units`, the |PO| shows the quantity in boxes of six, and the receipt (and other
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internal warehouse documents) shows the quantity in units.
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.. figure:: uom/on-po.png
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:align: center
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:alt: Image of a purchase order that is using the purchase unit of measure.
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An order of three quantities is placed using the purchase "UoM": `Box of 6`.
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An order of three quantities is placed using the purchase "Unit": `Box of 6`.
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.. figure:: uom/on-receipt.png
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:align: center
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:alt: Image of receipt displaying the unit of measure.
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Upon warehouse receipt, the recorded quantities are in the internal "Unit of Measure":
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Upon warehouse receipt, the recorded quantities are in the internal "Unit":
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`Units`.
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.. _inventory/product_replenishment/replenish:
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Replenishment
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-------------
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A request for quotation for a product can also be generated directly from the product form using
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the :guilabel:`Replenish` button.
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A request for quotation for a product can also be generated directly from the product's
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Forecasted Report using the :guilabel:`Replenish` button.
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After clicking :guilabel:`Replenish`, a replenish assistant box pops up. The purchase unit of
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After clicking :guilabel:`Replenish`, a Product Replenish box pops up. The purchase unit of
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measure can be manually edited in the :guilabel:`Quantity` field, if needed. Then, click
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:guilabel:`Confirm` to create the |RFQ|.
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.. image:: uom/replenish.png
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:align: center
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:alt: Click Replenish button to manually replenish.
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:alt: Click the Confirm button to manually replenish.
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Navigate to the created |PO| by clicking the :guilabel:`Forecasted` smart button on the product
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form. Scroll down to the :guilabel:`Forecasted Inventory` section, and in the :guilabel:`Requests
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for quotation` line, click the |RFQ| reference number to open the draft |RFQ|. If necessary, the
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purchase |UOM| can be edited directly on the |PO|.
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Navigate to the created |PO| by scrolling down to the :guilabel:`Forecasted Inventory` section, and
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in the :guilabel:`Requests for quotation` line, click the |RFQ| reference number to open the draft
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|RFQ|. If necessary, the purchase |UOM| can be edited directly on the |PO|.
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.. _inventory/product_replenishment/sell-in-uom:
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Sell in a different UoM
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-----------------------
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When creating a new quotation in the *Sales* app, Odoo automatically uses the product's specified
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unit of measure. If needed, the :guilabel:`UoM` can be manually edited on the quotation.
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unit of measure. If needed, the :guilabel:`Unit` can be manually edited on the quotation.
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After the quotation is sent to the customer, and confirmed into a sales order (SO), click the
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:guilabel:`Delivery` smart button at the top of the |SO|. Odoo automatically converts the unit of
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