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[IMP] Inventory: add delivery slip setting to serial numbers
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closes #11736

X-original-commit: 78b9c43
Signed-off-by: Samuel Lieber (sali) <[email protected]>
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hojo-odoo committed Jan 15, 2025
1 parent ffe54fc commit b632fc2
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Expand Up @@ -140,8 +140,8 @@ serial number.

.. _inventory/product_management/incoming-outgoing-products:

Create serial numbers to incoming or outgoing products
------------------------------------------------------
Create serial numbers for incoming or outgoing products
-------------------------------------------------------

Serial numbers can be assigned to both incoming and outgoing goods. The receipt and delivery order
forms mirror one another; the instructions below can be followed to assign serial numbers in either
Expand Down Expand Up @@ -297,6 +297,43 @@ the desired serial numbers for each individual product.
When finished, click the receipt/delivery order's breadcrumbs, and the assigned serial numbers are
automatically saved.

Display serial numbers on delivery slips
========================================

When selling products tracked using serial numbers, it is possible to include the serial numbers on
the delivery slips sent to customers. This can be helpful to customers in cases where serial numbers
are needed, such as filing an RMA or repair request, or registering the product.

To include serial numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate
to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section,
tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click
:guilabel:`Save`.

After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, serial
numbers are listed on delivery slips for products tracked by serial numbers, once the delivery order
is validated.

To view serial numbers on delivery orders and delivery slips, navigate to the
:menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing
a product tracked using serial numbers.

To view the serial numbers of products included in the order, make sure the :guilabel:`Operations`
tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the right of
the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a
:guilabel:`Serial Numbers` column to appear. The serial number(s) for each product included in the
order are displayed in this column.

When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add
product information to the delivery slip.

At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select
:menuselection:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery
slip using the device's browser or file manager. Serial numbers are listed next to their respective
products in the :guilabel:`Lot/Serial Number` column.

.. image:: serial_numbers/delivery-slip.png
:alt: The order lines section of a delivery slip, showing a product and its serial number.

Traceability & reporting
========================

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