[IMP] inventory: update integrating_landed_costs

closes odoo/documentation#3686

Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst

@@ -1,64 +1,154 @@
-=======================================================
-Integrating additional costs to products (landed costs)
-=======================================================
+==============================================
+Landed costs: add additional costs to products
+==============================================
 
-The landed cost feature in Odoo allows to include additional costs
-(shipment, insurance, customs duties, etc.) into the cost of the
-product.
+When companies perform profit analyses, the data being examined must be as accurate as possible. To
+ensure that, **all** costs and expenses need to be accounted for, including the sum of expenses
+associated with shipping a product, which is also known as *landed costs*.
+
+In Odoo, the landed costs feature allows the user to add and include additional costs on goods
+purchased. This includes the cost of freight, shipping, insurance, taxes, and more.
+
+Enable landed costs
+===================
+
+To use landed costs, go to the :menuselection:`Inventory app --> Configuration --> Settings`, scroll
+down to the :guilabel:`Valuation` header, and click the checkbox beside :guilabel:`Landed Costs` to
+enable the feature.
+
+In this same section, a default accounting journal can also be set, in which entries involving
+landed costs will be recorded.
+
+To configure a default accounting journal, click the blank field next to :guilabel:`Default Journal`
+to reveal a drop-down menu, in which an existing journal can be selected. A new journal can be
+created from this drop-down, as well, by typing the desired name of a new journal in the blank
+field, and selecting either the :guilabel:`Create` or :guilabel:`Create and edit...` option.
+
+Clicking :guilabel:`Create` instantly creates the journal, which can be customized later. Clicking
+:guilabel:`Create and edit...` reveals a pop-up window on the :guilabel:`Settings` page, wherein the
+newly-created journal's details can be configured right away. When the configurations are complete,
+click :guilabel:`Save` on the pop-up window to complete the journal creation process, and return to
+the :guilabel:`Settings` page.
+
+After the setting has been enabled, and if a journal has been created or applied, click the
+:guilabel:`Save` button to save all changes.
+
+.. image:: integrating_landed_costs/integrating-landed-costs-settings.png
+   :align: center
+   :alt: Enabled Landed Costs feature in Inventory settings.
+
+.. important::
+   Landed costs can **only** be applied to products using a :abbr:`FIFO (First In First Out)` or
+   :abbr:`AVCO (Average Cost)` costing method, **and** automated inventory valuation.
+
+Create a landed cost product
+============================
+
+Landed costs can be manually entered each time a vendor bill is created. However, some products may
+always have the same types of charges applied to them, and thus, the vendor bills may always list
+the same landed costs. In this case, it's beneficial to create a specific landed cost product.
+
+To create a landed cost product, first navigate to :menuselection:`Inventory app --> Products -->
+Products`, and click the :guilabel:`Create` button, which reveals a blank product template page.
+
+On the blank product template form, fill out the necessary product information, and change the
+:guilabel:`Product Type` to :guilabel:`Service`.
+
+Then, click the :guilabel:`Purchase` tab, and under the :guilabel:`Landed Costs` section, select the
+checkbox beside :guilabel:`Is a Landed Cost`. Once selected, a new field appears, in which a
+:guilabel:`Default Split Method` can be selected.
+
+Clicking the blank field beside :guilabel:`Default Split Method` reveals a drop-down menu. From this
+drop-down menu, select :guilabel:`Equal`, then click :guilabel:`Save`.
 
 .. note::
-         Landed costs can only be applied to products with a FIFO or AVCO costing
-         method and an automated inventory valuation (which requires the
-         accounting application to be installed).
+   When the :guilabel:`Default Split Method` is set to :guilabel:`Equal`, the landed cost will be
+   split equally between all items included on the purchase order. If a :abbr:`PO (purchase order)`
+   has just one item, the full amount will be applied to this item.
 
-Configuration
-=============
+.. image:: integrating_landed_costs/integrating-landed-costs-split-method.png
+   :align: center
+   :alt: Landed costs and split method enabled on product form.
 
-First, you need to go in :menuselection:`Inventory --> Configuration --> Settings` and
-activate the landed costs feature. You can also determine the default
-journal in which the landed cost accounting entries will be recorded.
+.. tip::
+   Depending on the landed cost of each shipment, the price of a landed cost product can change with
+   each order. Therefore, a price (or cost) should **not** be set on landed cost products.
 
-.. image:: integrating_landed_costs/integrating_landed_costs_01.png
-    :align: center
+Create a request for quotation
+==============================
 
-Add costs to products
-=====================
+Before adding a specific landed cost on a product, a new :abbr:`RFQ (request for quotation)` for
+that product must be created. To do that, navigate to the :menuselection:`Purchase` app, and click
+:guilabel:`Create`. Doing so reveals a blank :abbr:`RFQ (request for quotation)` template form.
 
-Receive the vendor bill
------------------------
+On the blank :abbr:`RFQ (request for quotation)` template form, add a :guilabel:`Vendor`, then add
+the desired product to the product lines (under the :guilabel:`Product` tab), by clicking
+:guilabel:`Add a line`, and selecting the desired product.
 
-Let’s imagine I receive a bill from custom duties for a shipment. I’ll
-tick the box *Landed Costs* on the vendor bill line.
+Then, fill out the remaining information on the new :abbr:`RFQ (request for quotation)`. Lastly,
+click :guilabel:`Confirm Order` to confirm the order. Once the quotation has been confirmed, it
+turns into a :abbr:`PO (purchase order)`.
 
-.. image:: integrating_landed_costs/integrating_landed_costs_02.png
-    :align: center
+Next, click :guilabel:`Receive Products` to receive the ordered products, then click
+:guilabel:`Validate`, which reveals a pop-up. In the pop-up, select :guilabel:`Apply` to set the
+:guilabel:`Done` quantities. Then, navigate back to the initial :abbr:`PO (purchase order)` (via the
+breadcrumbs).
 
-.. note::
-         The landed cost product must be of type service.
+Create a vendor bill
+====================
 
-If this product is always a landed cost, you can also define it on the
-product and avoid having to tick the box on each vendor bill.
+Once goods have been received from the purchase order, a vendor bill can be created directly from
+the :abbr:`PO (purchase order)`. To do so, click :guilabel:`Create Bill`. Doing so reveals a vendor
+bill draft page.
 
-.. image:: integrating_landed_costs/integrating_landed_costs_03.png
-    :align: center
+On this vendor bill draft page, the information from the :abbr:`PO (purchase order)` is
+automatically populated. To add a landed cost to the bill, first click :guilabel:`Edit`.
 
-At the top of my vendor bill, I’ll see a button *create landed costs*.
-I click on this button and a landed cost is automatically created. I can
-now decide on which picking those additional costs should apply.
+Next, click :guilabel:`Add a line` in the :guilabel:`Invoice Lines` tab to add the newly-created
+landed cost product to the vendor bill. And, since this product was specifically created as a landed
+cost, the checkbox under the :guilabel:`Landed Costs` column is selected by default.
 
-.. image:: integrating_landed_costs/integrating_landed_costs_04.png
-    :align: center
+.. image:: integrating_landed_costs/integrating-landed-costs-vendor-bill.png
+   :align: center
+   :alt: Landed cost added on product lines on vendor bill.
 
-I can now click on *Compute* and go in the tab *Valuation
-Adjustments* to see the impact on my products costs. The last step is
-to validate the landed cost.
+.. important::
+   Since no :guilabel:`Price` was set on the product template form for the landed cost product, it
+   **must** be set manually on the vendor bill, in the :guilabel:`Price` column.
 
-I can access the journal entry that has been created by the landed cost
-by clicking on the journal entry.
+Create landed costs
+===================
 
-.. image:: integrating_landed_costs/integrating_landed_costs_05.png
-    :align: center
+Once all the necessary information on the bill has been filled out, click :guilabel:`Create Landed
+Costs` at the top of the bill.
 
-.. note::
-   You are not forced to start from the vendor bill, you can also go in :menuselection:`Inventory
-   --> Operations --> Landed Costs` and directly create the landed cost from there.
+Doing so reveals a separate page, wherein the necessary landed cost information is entered. From
+this page, next to the greyed-out :guilabel:`Transfers` field, the warehouse receipt that this
+landed cost is associated with must be specified. To adjust the :guilabel:`Transfers` field, click
+:guilabel:`Edit` to make that field accessible.
+
+Additionally, an expenses :guilabel:`Account` (located in the :guilabel:`Additional Costs` tab) must
+be selected, as well.
+
+To see how the landed costs affect the items on the :abbr:`PO (purchase order)`, click the
+:guilabel:`Valuation Adjustments` tab. From this tab, the :guilabel:`Original Value` of the purchase
+order and the :guilabel:`New Value` of the order can be seen and compared, as well as the
+:guilabel:`Additional Landed Cost` that was added to change the original :abbr:`PO (purchase order
+)`.
+
+.. image:: integrating_landed_costs/integrating-landed-costs-valuation-adjustments.png
+   :align: center
+   :alt: Valuation adjustments tab for landed costs on vendor bill.
+
+Once ready, click :guilabel:`Validate` at the top of the page, then click :guilabel:`Save` to save
+all changes. Finally, click back to the vendor bill form (via the breadcrumbs).
+
+To complete the vendor bill, click :guilabel:`Confirm` to confirm the bill. Then, click the
+:guilabel:`Register Payment` button at the top of the vendor bill form. Doing so reveals a pop-up.
+From this pop-up, click :guilabel:`Create Payment`. Once clicked, this reveals a green *In Payment*
+banner at the top of the vendor bill form.
+
+.. tip::
+   Landed costs don't always need to be created from the vendor bill. They can also be created by
+   going to :menuselection:`Inventory app --> Operations --> Landed Costs`, and clicking
+   :guilabel:`Create`.