[IMP] inventory: update cycle counts

closes odoo/documentation#5922

X-original-commit: 06a225587b
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst

@@ -2,40 +2,120 @@
 Cycle counts
 ============
 
-In most companies, the stock is only counted once a year. That's why by default, after making an
-inventory adjustment in Odoo, the scheduled date for the next count is set on the 31st of
-December. However, for some businesses it's crucial to have an accurate inventory count at all
-times.
+For most companies, warehouse stock only needs to be counted once a year. This is why, by default,
+after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is
+set for the 31st of December of the current year.
 
-The goal of cycle counts is to keep critical stock levels accurate by counting more often at key
-locations.
+However, for some businesses, it's crucial to have an accurate inventory count at all times. These
+companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by
+which companies count their inventory more often in certain *locations*, to ensure that their
+physical inventory counts match their inventory records.
 
-Configuration
-=============
+Activate storage locations
+==========================
 
-In Odoo, cycle counts are location-based. The frequency of the counts is defined by the storage
-location. To activate storage locations, go to :menuselection:`Inventory --> Configuration -->
-Settings --> Warehouse` and activate the :guilabel:`Storage Locations` setting. Next, click
-:guilabel:`Save` to apply the setting.
+In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be
+enabled before performing a cycle count.
 
-.. image:: cycle_counts/storage-locations-setting.png
+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.
+
+.. image:: cycle_counts/cycle-counts-enabled-setting.png
    :align: center
-   :alt: Enable Storage Locations in Odoo settings.
+   :alt: Enabled storage locations setting in inventory settings.
 
-Change the inventory frequency
-==============================
+Change inventory count frequency by location
+============================================
 
-To change a location's inventory frequency, first, go to the locations by clicking
-:menuselection:`Inventory --> Configuration --> Locations`.
+Now that the storage locations setting is enabled, the inventory count frequency can be changed for
+specific locations created in the warehouse.
 
-Then, click on a location to open the location settings. Next, click on :guilabel:`Edit`. In the
-:guilabel:`Inventory Frequency (Days)` field, set the number of days. For example, a location that
-needs an inventory count every 30 days would set the :guilabel:`Inventory Frequency (Days)` value
-to `30`. Once the value is entered, click :guilabel:`Save` to apply the setting to the location.
-Now, once an inventory adjustment is applied to this location, the next scheduled count date will
-be automatically set based on the number of days in the :guilabel:`Inventory Frequency (Days)`
-setting.
+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.
 
-.. image:: cycle_counts/inventory-frequency.png
+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.
+
+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.
+
+.. image:: cycle_counts/cycle-counts-location-frequency.png
    :align: center
-   :alt: Edit a location to change the inventory frequency.
+   :alt: Location frequency setting on location.
+
+.. example::
+   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.
+
+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
+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.
+
+.. image:: cycle_counts/cycle-counts-inventory-adjustments-page.png
+   :align: center
+   :alt: 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.
+
+.. 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.
+
+   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.
+
+.. image:: cycle_counts/cycle-counts-filters.png
+   :align: center
+   :alt: Applied filters and group by on inventory adjustments page.
+
+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
+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.
+
+.. image:: cycle_counts/cycle-counts-frequency-settings.png
+   :align: center
+   :alt: Frequency field in inventory app settings.
+
+To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the
+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.
+
+.. seealso::
+   :doc:`/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products`