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[IMP] Inventory: update tracking for reassign lots/serials
closes #18006 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: meval1006 <meval@odoo.com>
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content/applications/inventory_and_mrp/inventory/product_management/product_tracking/reassign.rst

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@@ -8,31 +8,31 @@ an inventory adjustment to assign lot or serial numbers to products that were no
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assigned lots.
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.. note::
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This document outlines the process of using two inventory adjustments: one to remove incorrect
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records *without* lot numbers, and another to save the quantities *with* the lot numbers.
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This document outlines the process for using two inventory adjustments: one to remove incorrect
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records *without* lot numbers, and another to save quantities *with* lot numbers.
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Change product tracking and perform inventory adjustments
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=========================================================
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To change the product's settings to track by lots or serial numbers, begin by navigating to
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:menuselection:`Inventory app --> Products --> Products`, and select the intended product.
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Next, change the :guilabel:`Track Inventory` setting to :guilabel:`By Lots` or :guilabel:`By Unique
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Serial Number`.
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Next, change the :guilabel:`Tracking` setting to :guilabel:`By Lots` or :guilabel:`By Unique Serial
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Number`.
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.. image:: reassign/quantity-on-hand-product.png
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:alt: Enable Track Inventory By Lots or By Unique Serial Number.
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:alt: Enable Tracking By Lots or By Unique Serial Number.
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Click the :guilabel:`Quantity On Hand` value. The :guilabel:`Locations` page for the product opens.
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Click the :guilabel:`Quantity On Hand` value. The *Stock Locations* page for the product opens.
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In the :guilabel:`Inventoried Quantity` column, change the value to zero.
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.. note::
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If the product is stored in multiple locations, make sure the **total** on hand quantity at
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If the product is stored in multiple locations, ensure the **total** on-hand quantity across
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**all** locations is zero.
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.. image:: reassign/remove-quant.png
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:alt: On the Locations page, update the Inventoried Quantity field.
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:alt: On the Stock Locations page, update the Inventoried Quantity field.
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Click the :guilabel:`New` button to add the products back into the inventory. Specify a
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:guilabel:`Lot/Serial Number` and the :guilabel:`Inventoried Quantity`.
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:alt: Fill in the Lot/Serial Number and Inventoried Quantity field.
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.. tip::
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To find the original quantity, and adjust the :guilabel:`Inventoried Quantity` accordingly, after
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To find the original quantity and adjust the :guilabel:`Inventoried Quantity` accordingly, after
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assigning a new lot or serial number, click the :icon:`fa-history` :guilabel:`History` button on
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the far-right.
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the far side of the screen.
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.. image:: reassign/adjustment.png
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:alt: Show the History button on the Locations page.
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:alt: Show the History button on the Stock Locations page.
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The inventory adjustment that changed the on-hand quantity to zero is displayed in the
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:guilabel:`Quantity` field.
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:alt: Show the history entry.
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.. seealso::
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- :doc:`Set up and use lot numbers <lots>`
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- :doc:`Use serial numbers <serial_numbers>`
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- :doc:`lots`
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- :doc:`serial_numbers`
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- :doc:`../../warehouses_storage/inventory_management/count_products`
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