[IMP] inventory: update cycle counts
closes odoo/documentation#5919
X-original-commit: 06a225587b
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
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Cycle counts
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============
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In most companies, the stock is only counted once a year. That's why by default, after making an
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inventory adjustment in Odoo, the scheduled date for the next count is set on the 31st of
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December. However, for some businesses it's crucial to have an accurate inventory count at all
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times.
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For most companies, warehouse stock only needs to be counted once a year. This is why, by default,
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after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is
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set for the 31st of December of the current year.
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The goal of cycle counts is to keep critical stock levels accurate by counting more often at key
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locations.
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However, for some businesses, it's crucial to have an accurate inventory count at all times. These
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companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by
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which companies count their inventory more often in certain *locations*, to ensure that their
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physical inventory counts match their inventory records.
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Configuration
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=============
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Activate storage locations
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==========================
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In Odoo, cycle counts are location-based. The frequency of the counts is defined by the storage
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location. To activate storage locations, go to :menuselection:`Inventory --> Configuration -->
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Settings --> Warehouse` and activate the :guilabel:`Storage Locations` setting. Next, click
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:guilabel:`Save` to apply the setting.
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In Odoo, cycle counts are location-based. Therefore, the *storage locations* feature needs to be
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enabled before performing a cycle count.
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.. image:: cycle_counts/storage-locations-setting.png
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To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`,
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and scroll down to the :guilabel:`Warehouse` section. Then, click the checkbox next to
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:guilabel:`Storage Locations`. Click :guilabel:`Save` to save all changes.
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.. image:: cycle_counts/cycle-counts-enabled-setting.png
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:align: center
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:alt: Enable Storage Locations in Odoo settings.
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:alt: Enabled storage locations setting in inventory settings.
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Change the inventory frequency
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==============================
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Change inventory count frequency by location
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============================================
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To change a location's inventory frequency, first, go to the locations by clicking
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:menuselection:`Inventory --> Configuration --> Locations`.
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Now that the storage locations setting is enabled, the inventory count frequency can be changed for
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specific locations created in the warehouse.
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Then, click on a location to open the location settings. Next, click on :guilabel:`Edit`. In the
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:guilabel:`Inventory Frequency (Days)` field, set the number of days. For example, a location that
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needs an inventory count every 30 days would set the :guilabel:`Inventory Frequency (Days)` value
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to `30`. Once the value is entered, click :guilabel:`Save` to apply the setting to the location.
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Now, once an inventory adjustment is applied to this location, the next scheduled count date will
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be automatically set based on the number of days in the :guilabel:`Inventory Frequency (Days)`
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setting.
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To view and edit locations, navigate to :menuselection:`Inventory app --> Configuration -->
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Locations`. This reveals a :guilabel:`Locations` page containing every location currently created
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and listed in the warehouse.
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.. image:: cycle_counts/inventory-frequency.png
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From this page, click into a location to reveal the settings and configuration page for that
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location. Click :guilabel:`Edit` to edit the location settings.
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Under the :guilabel:`Cyclic Inventory` section, locate the :guilabel:`Inventory Frequency (Days)`
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field, which should be set to `0` (if this location has not been edited previously). In this field,
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change the value to whichever number of days is desired.
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.. image:: cycle_counts/cycle-counts-location-frequency.png
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:align: center
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:alt: Edit a location to change the inventory frequency.
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:alt: Location frequency setting on location.
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.. example::
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A location that needs an inventory count every 30 days should have the :guilabel:`Inventory
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Frequency (Days)` value set to `30`.
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Once the frequency has been changed to the desired number of days, click :guilabel:`Save` to save
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changes. Now, once an inventory adjustment is applied to this location, the next scheduled count
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date is automatically set, based on the value entered into the :guilabel:`Inventory Frequency
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(Days)` field.
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Count inventory by location
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===========================
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To perform a cycle count for a specific location in the warehouse, navigate to
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:menuselection:`Inventory app --> Operations --> Inventory Adjustments`. This reveals an
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:guilabel:`Inventory Adjustments` page containing all products currently in stock, with each product
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listed on its own line.
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From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at the top of the page,
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under the :guilabel:`Search...` bar), can be used to select specific locations and perform inventory
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counts.
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.. image:: cycle_counts/cycle-counts-inventory-adjustments-page.png
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:align: center
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:alt: Inventory adjustments page.
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To select a specific location and view all products within that location, click :guilabel:`Group
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By`, then click :guilabel:`Add Custom Group` to reveal a new drop-down menu to the right.
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Click :guilabel:`Location` from the drop-down menu, then click :guilabel:`Apply`. The page now
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displays condensed drop-down menus of each location in the warehouse that has products in stock, and
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a cycle count can be performed for all products in that location.
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.. tip::
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In large warehouses with multiple locations and a high volume of products, it might be easier to
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search for the specific location desired. To do this, from the :guilabel:`Inventory Adjustments`
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page, click :guilabel:`Filters`. Then, click :guilabel:`Add Custom Filter` to reveal a new menu
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to the right. Click this menu to reveal three drop-downs.
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For the first field, click and select :guilabel:`Location` from the drop-down. For the second
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field, leave the :guilabel:`contains` value as is. For the third field, type in the name of the
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location that is being searched for. Click :guilabel:`Apply` for that location to appear on the
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page.
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.. image:: cycle_counts/cycle-counts-filters.png
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:align: center
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:alt: Applied filters and group by on inventory adjustments page.
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Change full inventory count frequency
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=====================================
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While cycle counts are typically performed per location, the scheduled date for full inventory
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counts of everything in-stock in the warehouse can also be manually changed to push the date up
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sooner than the date listed.
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To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration -->
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Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day
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and Month` setting field, which includes a drop-down that is set to `31` :guilabel:`December` by
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default.
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.. image:: cycle_counts/cycle-counts-frequency-settings.png
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:align: center
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:alt: Frequency field in inventory app settings.
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To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the
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desired month of the year.
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Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the
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desired month.
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Once all changes have been made, click :guilabel:`Save` to save all changes.
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.. seealso::
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:doc:`/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products`
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