[IMP] inventory: update cycle counts doc

closes odoo/documentation#8923

X-original-commit: 0456d100b2
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Brandon Seltenrich (brse) <brse@odoo.com>
This commit is contained in:
Brandon Seltenrich (BRSE) 2024-04-18 16:22:40 -04:00
parent 6795b82384
commit 8a67d31c3e
12 changed files with 49 additions and 46 deletions

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@ -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`

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