[IMP] inventory: update cycle counts doc

closes odoo/documentation#8922

X-original-commit: 0456d100b2
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst

@@ -11,38 +11,38 @@ companies use *cycle counts* to keep critical stock levels accurate. Cycle count
 which companies count their inventory more often in certain *locations*, to ensure that their
 physical inventory counts match their inventory records.
 
-Activate storage locations
-==========================
+Configuration
+=============
 
-In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be
-enabled before performing a cycle count.
+In Odoo, cycle counts are performed by location. Therefore, the *Storage Locations* feature needs to
+be enabled before performing a cycle count.
 
 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.
+and scroll down to the :guilabel:`Warehouse` section. Then, tick the checkbox next to
+:guilabel:`Storage Locations`, and click :guilabel:`Save`.
 
 .. image:: cycle_counts/cycle-counts-enabled-setting.png
    :align: center
-   :alt: Enabled storage locations setting in inventory settings.
+   :alt: Enabled Storage Locations setting in inventory settings.
 
 Change inventory count frequency by location
 ============================================
 
-Now that the storage locations setting is enabled, the inventory count frequency can be changed for
-specific locations created in the warehouse.
+Once the *Storage Locations* feature is enabled, and there are multiple locations created in the
+warehouse, the inventory count frequency can be changed for specific locations.
 
 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.
 
 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.
+location.
 
-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.
+Under the :guilabel:`Cyclic Counting` section, locate the :guilabel:`Inventory Frequency (Days)`
+field, which should be set to `0` by default (if this location has not been edited previously). In
+this field, change the value to any number of days desired for the frequency of counts.
 
-.. image:: cycle_counts/cycle-counts-location-frequency.png
+.. image:: cycle_counts/cycle-counts-frequency-value.png
    :align: center
    :alt: Location frequency setting on location.
 
@@ -50,62 +50,64 @@ change the value to whichever number of days is desired.
    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.
+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
+:menuselection:`Inventory app --> Operations --> Physical Inventory`. 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.
+From this page, the :guilabel:`Filters` and :guilabel:`Group By` options (accessible by clicking the
+:guilabel:`⬇️ (down arrow)` icon, to the right of the :guilabel:`Search...` bar), can be used to
+select specific locations and perform inventory counts.
 
-.. image:: cycle_counts/cycle-counts-inventory-adjustments-page.png
+To select a specific location, and view all products within that location, click the :guilabel:`⬇️
+(down arrow)` icon, to the right of the :guilabel:`Search...` bar. Then, in the :guilabel:`Group By`
+column, click :guilabel:`Add Custom Group` to reveal a new drop-down menu.
+
+.. image:: cycle_counts/cycle-counts-filter-menu.png
    :align: center
-   :alt: Inventory adjustments page.
+   :alt: Filters and Group By menu on 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.
+Click :guilabel:`Location` from the drop-down menu. Doing so sorts products into their storage
+locations on the :guilabel:`Inventory Adjustments` page, 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.
+   page, click the :guilabel:`⬇️ (down arrow)` icon to the right of the :guilabel:`Search...` bar.
 
-   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.
+   Then, in the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter` to open an
+   :guilabel:`Add Custom Filter` pop-up window.
 
-.. image:: cycle_counts/cycle-counts-filters.png
-   :align: center
-   :alt: Applied filters and group by on inventory adjustments page.
+   In the first field, click the value and select :guilabel:`Location` from the list of options.
+   Select :guilabel:`contains` in the second field. In the third field, type in the name of the
+   location being searched for.
+
+   Click :guilabel:`Add` for that location to appear on the page.
+
+   .. image:: cycle_counts/cycle-counts-add-custom-filter.png
+      :align: center
+      :alt: Add Custom Filter pop-up window with location values entered.
 
 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
+counts of all in-stock products 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.
+and Month` setting field, which includes a drop-down field that is set to `31` :guilabel:`December`,
+by default.
 
-.. image:: cycle_counts/cycle-counts-frequency-settings.png
+.. image:: cycle_counts/cycle-counts-frequency-calendar.png
    :align: center
    :alt: Frequency field in inventory app settings.
 
@@ -115,7 +117,8 @@ 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.
+Once all necessary changes have been made, click :guilabel:`Save`.
 
 .. seealso::
-   :doc:`count_products`
+   - :doc:`count_products`
+   - :doc:`use_locations`