diff --git a/content/applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst b/content/applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst index de4b52b48..4eb70864c 100644 --- a/content/applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst +++ b/content/applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst @@ -1,48 +1,151 @@ -================================================ -Process to an Inventory Adjustment with Barcodes -================================================ +========================================= +Apply inventory adjustments with barcodes +========================================= -To process an inventory adjustment by using barcodes, you first need to -open the *Barcode* app. Then, from the application, click on -*Inventory Adjustments*. +In a warehouse, the recorded inventory counts in the database might not always match the actual, +real inventory counts. In such cases, inventory adjustments can be made to reconcile the +differences, and ensure that the recorded counts in the database match the actual counts in the +warehouse. In Odoo, the *Barcode* app can be used to make these adjustments. -.. image:: adjustments/adjustments_01.png - :align: center +These adjustments can be done in real time using an Odoo-compatible barcode scanner or the Odoo +mobile app. .. note:: - If you want to fully work with barcodes, you can download the sheet - *Commands for Inventory*. + For a list of Odoo-compatible barcode mobile scanners, and other hardware for the *Inventory* and + *Barcode* apps, refer to the `Odoo Inventory • Hardware page + `_. -Once you have clicked on *Inventory Adjustments*, Odoo will -automatically create one. Note that, if you work with multi-location, -you first need to specify in which location the inventory adjustment -takes place. +.. seealso:: + :doc:`../../management/inventory_adjustments/count_products` -.. image:: adjustments/adjustments_02.png - :align: center +Enable Barcode app +================== -If you don’t work with multi-location, you will be able to scan the -different products you want to include in the inventory adjustment. +To use the *Barcode* app to create and apply inventory adjustments, it **must** be installed by +enabling the feature from the settings of the *Inventory* app. -.. image:: adjustments/adjustments_03.png - :align: center +To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down +to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner` +option. -.. note:: - If you have 5 identical articles, scan it 5 times or use the keyboard to - set the quantity. +Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes. -Besides using the barcode scanner, you can also manually add a product -if necessary. To do so, click on *Add Product* and fill the -information in manually. +After saving, a new drop-down menu appears under the :guilabel:`Barcode Scanner` option, labeled +:guilabel:`Barcode Nomenclature`, where either :guilabel:`Default Nomenclature` or +:guilabel:`Default GS1 Nomenclature` can be selected. Each nomenclature option determines how +scanners interpret barcodes in Odoo. -.. image:: adjustments/adjustments_04.png - :align: center +There is also a :guilabel:`Configure Product Barcodes` internal link arrow, along with a set of +:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet. -.. image:: adjustments/adjustments_05.png - :align: center +.. image:: adjustments/adjustments-barcode-setting.png + :align: center + :alt: Enabled Barcode feature in Inventory app settings. -When you have scanned all the items of the location, validate the -inventory manually or scan the *Validate* barcode. +.. seealso:: + For more information on setting up and configuring the :guilabel:`Barcode` app, refer to the + :doc:`Set up your barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo + <../setup/software>` docs. -.. image:: adjustments/adjustments_06.png - :align: center +Perform an inventory adjustment +=============================== + +Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning` dashboard, where +different options will be displayed, including :guilabel:`Operations`, :guilabel:`Inventory +Adjustments`, and :guilabel:`Batch Transfers`. + +To create and apply inventory adjustments, click on the :guilabel:`Inventory Adjustments` button at +the bottom of the screen. + +Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory +Adjustment` in the top header section. + +.. image:: adjustments/adjustments-barcode-scanner.png + :align: center + :alt: Barcode app start screen with scanner. + +To begin the adjustment, first scan the *source location*, which is the current location in the +warehouse of the product whose count should be adjusted. Then, scan the product barcode(s). + +The barcode of a specific product can be scanned multiple times to increase the quantity of that +product in the adjustment. + +.. tip:: + If the warehouse *multi-location* feature is **not** enabled in the database, a source location + does not need to be scanned. Instead, simply scan the product barcode to start the inventory + adjustment. + +Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ (pencil)` icon on the far +right of the product line. + +Doing so opens a separate window with a keypad. Edit the number in the :guilabel:`Quantity` line to +change the quantity. Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to +add or subtract quantity of the product, and the number keys can be used to add quantity, as well. + +.. example:: + In the below inventory adjustment, the source location `WH/Stock/Shelf/2` was scanned, assigning + the location. Then, the barcode for the product `[FURN_7888] Desk Stand with Screen` was scanned + 3 times, increasing the units in the adjustment. Additional products can be added to this + adjustment by scanning the barcodes for those specific products. + + .. image:: adjustments/adjustments-barcode-inventory-client-action.png + :align: center + :alt: Barcode Inventory Client Action page with inventory adjustment. + +To complete the inventory adjustment, click the green :guilabel:`✅ Apply` button with the check mark +at the bottom of the page. + +Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner +appears in the top right corner, confirming validation of the adjustment. + +.. admonition:: Did you know? + + Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app. + These can be used for testing purposes, and can be printed from the home screen of the app. + + To access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock + barcodes sheet` and :guilabel:`commands for Inventory` (bolded and highlighted in blue) in the + information pop-up window above the scanner. + + .. image:: adjustments/adjustments-barcode-stock-sheets.png + :align: center + :alt: Demo data prompt pop-up on Barcode app main screen. + +Manually add products to inventory adjustment +============================================= + +When the barcodes for the location or product are not available, Odoo *Barcode* can still be used to +perform inventory adjustments. + +To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning --> Inventory +Adjustments`. + +Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory +Adjustment` in the top header section. + +To manually add products to this adjustment, click the white :guilabel:`➕ Add Product` button at the +bottom of the screen. + +This navigates to a new, blank page where the desired product, quantity, and source location must be +chosen. + + .. image:: adjustments/adjustments-keypad.png + :align: center + :alt: Keypad to add products on Barcode Inventory Client Action page. + +First, click the :guilabel:`Product` line, and choose the product whose stock count should be +adjusted. Then, manually enter the quantity of that product, either by changing the `1` in the +:guilabel:`Quantity` line, or by clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or +subtract quantity of the product. The number pad can be used to add quantity, as well. + +Below the number pad is the :guilabel:`location` line, which should read `WH/Stock` by default. +Click this line to reveal a drop-down menu of locations to choose from, and choose the +:guilabel:`source location` for this inventory adjustment. + +Once ready, click :guilabel:`Confirm` to confirm the changes. + +To apply the inventory adjustment, click the green :guilabel:`✅ Apply` button with the check mark, +at the bottom of the page. + +Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. 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