[REF] inventory: valuation section
closes odoo/documentation#10881
X-original-commit: 800328e97f
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Felicious
@ -211,7 +211,7 @@ available methods are standard price, average price, :abbr:`LIFO (Last-In, First
|
||||
:abbr:`FIFO (First-In, First-Out).`
|
||||
|
||||
.. seealso::
|
||||
:doc:`../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config`
|
||||
:doc:`../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config`
|
||||
|
||||
Retained earnings
|
||||
=================
|
||||
|
||||
@ -26,12 +26,12 @@ valuation <inventory/avg_price/leaving_inventory>`.
|
||||
.. note::
|
||||
This document addresses a specific use case for theoretical purposes. For instructions on how to
|
||||
set up and use |AVCO|, refer to the :doc:`inventory valuation configuration
|
||||
<../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config>`
|
||||
<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
|
||||
doc.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Using inventory valuation
|
||||
<../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation>`
|
||||
<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation>`
|
||||
- :ref:`Other inventory valuation methods <inventory/warehouses_storage/costing_methods>`
|
||||
|
||||
Configuration
|
||||
@ -44,7 +44,7 @@ product category page, set :guilabel:`Costing Method` to `Average Cost (AVCO)` a
|
||||
|
||||
.. seealso::
|
||||
:doc:`Inventory valuation configuration
|
||||
<../../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config>`
|
||||
<../../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`
|
||||
|
||||
Using average cost valuation
|
||||
============================
|
||||
|
||||
@ -370,18 +370,18 @@ Payment complements
|
||||
Payment policy
|
||||
**************
|
||||
|
||||
One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to
|
||||
One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to
|
||||
the SAT documentation, there are two types of payments:
|
||||
|
||||
- `PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)
|
||||
- `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs`
|
||||
:doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs`
|
||||
|
||||
The difference lies in the *Due Date* or *Payment Terms* of the invoice.
|
||||
|
||||
To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> Customers --> Invoices`,
|
||||
To configure |PUE| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`,
|
||||
and either select an invoice :guilabel:`Due Date` within the same month, or choose a payment term
|
||||
that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within
|
||||
the current month).
|
||||
@ -908,7 +908,7 @@ Configuration
|
||||
~~~~~~~~~~~~~
|
||||
|
||||
In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs
|
||||
<../../inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs>`.
|
||||
<../../inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs>`.
|
||||
Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
|
||||
:guilabel:`Landed Costs` is activated.
|
||||
|
||||
|
||||
@ -9,3 +9,4 @@ Product management
|
||||
|
||||
product_management/configure
|
||||
product_management/product_tracking
|
||||
product_management/inventory_valuation
|
||||
|
||||
@ -78,8 +78,7 @@ to detailed sections.
|
||||
- :ref:`Yes* <inventory/product_management/on-hand-store>`
|
||||
- :ref:`Yes* <inventory/product_management/on-hand-con>`
|
||||
- No
|
||||
* - :doc:`Inventory valuation
|
||||
<../../warehouses_storage/inventory_valuation/using_inventory_valuation>`
|
||||
* - :doc:`Inventory valuation <../inventory_valuation/using_inventory_valuation>`
|
||||
- Yes
|
||||
- No
|
||||
- No
|
||||
|
||||
|
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
|
Before Width: | Height: | Size: 33 KiB After Width: | Height: | Size: 33 KiB |
|
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
|
Before Width: | Height: | Size: 74 KiB After Width: | Height: | Size: 74 KiB |
|
Before Width: | Height: | Size: 61 KiB After Width: | Height: | Size: 61 KiB |
|
Before Width: | Height: | Size: 70 KiB After Width: | Height: | Size: 70 KiB |
|
After Width: | Height: | Size: 13 KiB |
|
After Width: | Height: | Size: 17 KiB |
|
After Width: | Height: | Size: 4.3 KiB |
|
After Width: | Height: | Size: 28 KiB |
|
After Width: | Height: | Size: 14 KiB |
@ -33,7 +33,7 @@ to the :doc:`using_inventory_valuation` documentation.
|
||||
One `successful strategy <https://www.odoo.com/r/Kvfg>`_ for switching to automated valuation:
|
||||
|
||||
#. Clear existing stock (possibly with an :doc:`inventory adjustment
|
||||
<../inventory_management/count_products>`)
|
||||
<../../warehouses_storage/inventory_management/count_products>`)
|
||||
#. Change the inventory valuation method to *Automatic*
|
||||
#. Return the existing stock, with the original monetary value (using an inventory adjustment)
|
||||
|
||||
|
Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
|
Before Width: | Height: | Size: 4.0 KiB After Width: | Height: | Size: 4.0 KiB |
|
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
|
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
|
After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 8.1 KiB After Width: | Height: | Size: 8.1 KiB |
|
Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
|
Before Width: | Height: | Size: 5.5 KiB After Width: | Height: | Size: 5.5 KiB |
|
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
|
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
|
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
|
Before Width: | Height: | Size: 3.5 KiB After Width: | Height: | Size: 3.5 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
|
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
|
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
@ -9,5 +9,4 @@ Warehouses and storage
|
||||
|
||||
warehouses_storage/inventory_management
|
||||
warehouses_storage/replenishment
|
||||
warehouses_storage/inventory_valuation
|
||||
warehouses_storage/reporting
|
||||
|
||||
@ -65,7 +65,7 @@ field, there are:
|
||||
|
||||
- :guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these
|
||||
locations are accounted for in :doc:`inventory valuation
|
||||
<inventory_valuation/using_inventory_valuation>`.
|
||||
<../product_management/inventory_valuation/using_inventory_valuation>`.
|
||||
|
||||
- :guilabel:`Customer Location`: where sold products are tracked; items here are no longer in stock.
|
||||
|
||||
|
||||
@ -36,7 +36,8 @@ In the report itself, the columns represent:
|
||||
|
||||
.. seealso::
|
||||
- :ref:`Compute average cost inventory valuation per unit <inventory/avg_cost/formula>`
|
||||
- :doc:`Inventory valuation methods <../inventory_valuation/inventory_valuation_config>`
|
||||
- :doc:`Inventory valuation methods
|
||||
<../../product_management/inventory_valuation/inventory_valuation_config>`
|
||||
|
||||
- :guilabel:`On Hand`: current quantity of products. Click the :icon:`fa-pencil`
|
||||
:guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity
|
||||
|
||||
@ -88,8 +88,11 @@ applications/inventory_and_mrp/inventory/routes/concepts/use_routes.rst applicat
|
||||
applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes.rst applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst # /inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_routes -> /inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes
|
||||
applications/inventory_and_mrp/inventory/management/reporting.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation.rst # /inventory_and_mrp/inventory/management/reporting -> /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation
|
||||
applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst # /inventory_and_mrp/inventory/management/reporting/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/inventory_valuation_config.rst applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst # /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/* -> /inventory_and_mrp/inventory/product_management/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst # /inventory_and_mrp/inventory/management/reporting/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/using_inventory_valuation.rst applications/inventory_and_mrp/inventory/product_management/inventory_valuation/using_inventory_valuation.rst # /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/* -> /inventory_and_mrp/inventory/product_management/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst # /inventory_and_mrp/inventory/management/reporting/* -> /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/integrating_landed_costs.rst applications/inventory_and_mrp/inventory/product_management/inventory_valuation/integrating_landed_costs.rst # /inventory_and_mrp/inventory/warehouses_storage/inventory_valuation/* -> /inventory_and_mrp/inventory/product_management/inventory_valuation/*
|
||||
applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst # /inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts -> /inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/*
|
||||
applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts.rst applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst # /inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cycle_counts -> /inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts
|
||||
applications/inventory_and_mrp/inventory/management/misc.rst applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse.rst # /inventory_and_mrp/inventory/management/misc -> /inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse
|
||||
|
||||