diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst index 576be9ed9..15db4d9ab 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst +++ b/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` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png new file mode 100644 index 000000000..76d3da913 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png differ diff --git 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