diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst index d6e54e2ca..aae27597c 100644 --- a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst +++ b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst @@ -2,40 +2,120 @@ Cycle counts ============ -In most companies, the stock is only counted once a year. That's why by default, after making an -inventory adjustment in Odoo, the scheduled date for the next count is set on the 31st of -December. However, for some businesses it's crucial to have an accurate inventory count at all -times. +For most companies, warehouse stock only needs to be counted once a year. This is why, by default, +after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is +set for the 31st of December of the current year. -The goal of cycle counts is to keep critical stock levels accurate by counting more often at key -locations. +However, for some businesses, it's crucial to have an accurate inventory count at all times. These +companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by +which companies count their inventory more often in certain *locations*, to ensure that their +physical inventory counts match their inventory records. -Configuration -============= +Activate storage locations +========================== -In Odoo, cycle counts are location-based. The frequency of the counts is defined by the storage -location. To activate storage locations, go to :menuselection:`Inventory --> Configuration --> -Settings --> Warehouse` and activate the :guilabel:`Storage Locations` setting. Next, click -:guilabel:`Save` to apply the setting. +In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be +enabled before performing a cycle count. -.. image:: cycle_counts/storage-locations-setting.png +To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, +and scroll down to the :guilabel:`Warehouse` section. Then, click the checkbox next to +:guilabel:`Storage Locations`. Click :guilabel:`Save` to save all changes. + +.. image:: cycle_counts/cycle-counts-enabled-setting.png :align: center - :alt: Enable Storage Locations in Odoo settings. + :alt: Enabled storage locations setting in inventory settings. -Change the inventory frequency -============================== +Change inventory count frequency by location +============================================ -To change a location's inventory frequency, first, go to the locations by clicking -:menuselection:`Inventory --> Configuration --> Locations`. +Now that the storage locations setting is enabled, the inventory count frequency can be changed for +specific locations created in the warehouse. -Then, click on a location to open the location settings. Next, click on :guilabel:`Edit`. In the -:guilabel:`Inventory Frequency (Days)` field, set the number of days. For example, a location that -needs an inventory count every 30 days would set the :guilabel:`Inventory Frequency (Days)` value -to `30`. Once the value is entered, click :guilabel:`Save` to apply the setting to the location. -Now, once an inventory adjustment is applied to this location, the next scheduled count date will -be automatically set based on the number of days in the :guilabel:`Inventory Frequency (Days)` -setting. +To view and edit locations, navigate to :menuselection:`Inventory app --> Configuration --> +Locations`. This reveals a :guilabel:`Locations` page containing every location currently created +and listed in the warehouse. -.. image:: cycle_counts/inventory-frequency.png +From this page, click into a location to reveal the settings and configuration page for that +location. Click :guilabel:`Edit` to edit the location settings. + +Under the :guilabel:`Cyclic Inventory` section, locate the :guilabel:`Inventory Frequency (Days)` +field, which should be set to `0` (if this location has not been edited previously). In this field, +change the value to whichever number of days is desired. + +.. image:: cycle_counts/cycle-counts-location-frequency.png :align: center - :alt: Edit a location to change the inventory frequency. + :alt: Location frequency setting on location. + +.. example:: + A location that needs an inventory count every 30 days should have the :guilabel:`Inventory + Frequency (Days)` value set to `30`. + +Once the frequency has been changed to the desired number of days, click :guilabel:`Save` to save +changes. Now, once an inventory adjustment is applied to this location, the next scheduled count +date is automatically set, based on the value entered into the :guilabel:`Inventory Frequency +(Days)` field. + +Count inventory by location +=========================== + +To perform a cycle count for a specific location in the warehouse, navigate to +:menuselection:`Inventory app --> Operations --> Inventory Adjustments`. This reveals an +:guilabel:`Inventory Adjustments` page containing all products currently in stock, with each product +listed on its own line. + +From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at the top of the page, +under the :guilabel:`Search...` bar), can be used to select specific locations and perform inventory +counts. + +.. image:: cycle_counts/cycle-counts-inventory-adjustments-page.png + :align: center + :alt: Inventory adjustments page. + +To select a specific location and view all products within that location, click :guilabel:`Group +By`, then click :guilabel:`Add Custom Group` to reveal a new drop-down menu to the right. + +Click :guilabel:`Location` from the drop-down menu, then click :guilabel:`Apply`. The page now +displays condensed drop-down menus of each location in the warehouse that has products in stock, and +a cycle count can be performed for all products in that location. + +.. tip:: + In large warehouses with multiple locations and a high volume of products, it might be easier to + search for the specific location desired. To do this, from the :guilabel:`Inventory Adjustments` + page, click :guilabel:`Filters`. Then, click :guilabel:`Add Custom Filter` to reveal a new menu + to the right. Click this menu to reveal three drop-downs. + + For the first field, click and select :guilabel:`Location` from the drop-down. For the second + field, leave the :guilabel:`contains` value as is. For the third field, type in the name of the + location that is being searched for. Click :guilabel:`Apply` for that location to appear on the + page. + +.. image:: cycle_counts/cycle-counts-filters.png + :align: center + :alt: Applied filters and group by on inventory adjustments page. + +Change full inventory count frequency +===================================== + +While cycle counts are typically performed per location, the scheduled date for full inventory +counts of everything in-stock in the warehouse can also be manually changed to push the date up +sooner than the date listed. + +To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration --> +Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day +and Month` setting field, which includes a drop-down that is set to `31` :guilabel:`December` by +default. + +.. image:: cycle_counts/cycle-counts-frequency-settings.png + :align: center + :alt: Frequency field in inventory app settings. + +To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the +desired month of the year. + +Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the +desired month. + +Once all changes have been made, click :guilabel:`Save` to save all changes. + +.. seealso:: + :doc:`/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products` diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-enabled-setting.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-enabled-setting.png new file mode 100644 index 000000000..357a481be Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-enabled-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-filters.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-filters.png new file mode 100644 index 000000000..7bf6e95ce Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-filters.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-frequency-settings.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-frequency-settings.png new file mode 100644 index 000000000..e3e024545 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-frequency-settings.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-inventory-adjustments-page.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-inventory-adjustments-page.png new file mode 100644 index 000000000..31be04fd6 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-inventory-adjustments-page.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-location-frequency.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-location-frequency.png new file mode 100644 index 000000000..783d745a7 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/cycle-counts-location-frequency.png differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png deleted file mode 100644 index 946704220..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/inventory-frequency.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/storage-locations-setting.png b/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/storage-locations-setting.png deleted file mode 100644 index 83897b5e8..000000000 Binary files a/content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts/storage-locations-setting.png and /dev/null differ