[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>
This commit is contained in:
Felicious 2024-08-15 23:05:21 +00:00
parent 1825434871
commit 07eb4cafbf
44 changed files with 17 additions and 14 deletions

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@ -211,7 +211,7 @@ available methods are standard price, average price, :abbr:`LIFO (Last-In, First
:abbr:`FIFO (First-In, First-Out).` :abbr:`FIFO (First-In, First-Out).`
.. seealso:: .. 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 Retained earnings
================= =================

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@ -26,12 +26,12 @@ valuation <inventory/avg_price/leaving_inventory>`.
.. note:: .. note::
This document addresses a specific use case for theoretical purposes. For instructions on how to 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 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. doc.
.. seealso:: .. seealso::
- :doc:`Using inventory valuation - :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>` - :ref:`Other inventory valuation methods <inventory/warehouses_storage/costing_methods>`
Configuration Configuration
@ -44,7 +44,7 @@ product category page, set :guilabel:`Costing Method` to `Average Cost (AVCO)` a
.. seealso:: .. seealso::
:doc:`Inventory valuation configuration :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 Using average cost valuation
============================ ============================

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@ -370,18 +370,18 @@ Payment complements
Payment policy 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: the SAT documentation, there are two types of payments:
- `PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition) - `PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)
- `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred) - `PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)
.. seealso:: .. 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. 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 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 that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within
the current month). 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 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 Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that
:guilabel:`Landed Costs` is activated. :guilabel:`Landed Costs` is activated.

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@ -9,3 +9,4 @@ Product management
product_management/configure product_management/configure
product_management/product_tracking product_management/product_tracking
product_management/inventory_valuation

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@ -78,8 +78,7 @@ to detailed sections.
- :ref:`Yes* <inventory/product_management/on-hand-store>` - :ref:`Yes* <inventory/product_management/on-hand-store>`
- :ref:`Yes* <inventory/product_management/on-hand-con>` - :ref:`Yes* <inventory/product_management/on-hand-con>`
- No - No
* - :doc:`Inventory valuation * - :doc:`Inventory valuation <../inventory_valuation/using_inventory_valuation>`
<../../warehouses_storage/inventory_valuation/using_inventory_valuation>`
- Yes - Yes
- No - No
- No - No

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@ -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: One `successful strategy <https://www.odoo.com/r/Kvfg>`_ for switching to automated valuation:
#. Clear existing stock (possibly with an :doc:`inventory adjustment #. 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* #. Change the inventory valuation method to *Automatic*
#. Return the existing stock, with the original monetary value (using an inventory adjustment) #. Return the existing stock, with the original monetary value (using an inventory adjustment)

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@ -9,5 +9,4 @@ Warehouses and storage
warehouses_storage/inventory_management warehouses_storage/inventory_management
warehouses_storage/replenishment warehouses_storage/replenishment
warehouses_storage/inventory_valuation
warehouses_storage/reporting warehouses_storage/reporting

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@ -65,7 +65,7 @@ field, there are:
- :guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these - :guilabel:`Internal Location`: storage locations within the warehouse. Items stored in these
locations are accounted for in :doc:`inventory valuation 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. - :guilabel:`Customer Location`: where sold products are tracked; items here are no longer in stock.

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@ -36,7 +36,8 @@ In the report itself, the columns represent:
.. seealso:: .. seealso::
- :ref:`Compute average cost inventory valuation per unit <inventory/avg_cost/formula>` - :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:`On Hand`: current quantity of products. Click the :icon:`fa-pencil`
:guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity

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@ -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/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.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/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/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/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/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/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 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