diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst index cd0646fb83..69f540cfa7 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst @@ -339,6 +339,42 @@ Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selecte .. _inventory/product_management/lot-traceability: +Display lots on delivery slips +============================== + +When selling products tracked with lots, it is possible to include the lot numbers on the delivery +slips sent to customers. This can be helpful to customers in cases where lot numbers are needed, +such as filing an RMA or repair request, or registering the product. + +To include lot 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, lot numbers +are listed on delivery slips for products tracked by lots, once the delivery order is validated. + +To view lot 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 lots. + +To view the lot numbers of products included in the order, make sure the :guilabel:`Operations` tab +is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` button 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 lot 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 +:guilabel:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip +using the device's browser or file manager. Lot numbers are listed next to their respective products +in the :guilabel:`Lot/Serial Number` column. + +.. image:: lots/delivery-slip.png + :alt: The order lines section of a delivery slip, showing a product and its serial number. + Traceability ============ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/delivery-slip.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/delivery-slip.png new file mode 100644 index 0000000000..422dd948d2 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots/delivery-slip.png differ