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closes odoo/documentation#7424
X-original-commit: a7af9a59ff
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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=========================================
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Apply inventory adjustments with barcodes
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=========================================
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In a warehouse, the recorded inventory counts in the database might not always match the actual,
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real inventory counts. In such cases, inventory adjustments can be made to reconcile the
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differences, and ensure that the recorded counts in the database match the actual counts in the
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warehouse. In Odoo, the *Barcode* app can be used to make these adjustments.
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These adjustments can be done in real time using an Odoo-compatible barcode scanner or the Odoo
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mobile app.
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.. note::
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For a list of Odoo-compatible barcode mobile scanners, and other hardware for the *Inventory* and
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*Barcode* apps, refer to the `Odoo Inventory • Hardware page
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<https://www.odoo.com/app/inventory-hardware>`_.
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.. seealso::
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:doc:`../../inventory/warehouses_storage/inventory_management/count_products`
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Enable Barcode app
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==================
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To use the *Barcode* app to create and apply inventory adjustments, it **must** be installed by
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enabling the feature from the settings of the *Inventory* app.
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To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
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to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner`
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option.
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Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
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After saving, a new drop-down menu appears under the :guilabel:`Barcode Scanner` option, labeled
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:guilabel:`Barcode Nomenclature`, where either :guilabel:`Default Nomenclature` or
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:guilabel:`Default GS1 Nomenclature` can be selected. Each nomenclature option determines how
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scanners interpret barcodes in Odoo.
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There is also a :guilabel:`Configure Product Barcodes` internal link arrow, along with a set of
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:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet.
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.. image:: adjustments/adjustments-barcode-setting.png
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:align: center
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:alt: Enabled Barcode feature in Inventory app settings.
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.. seealso::
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For more information on setting up and configuring the :guilabel:`Barcode` app, refer to the
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:doc:`Set up your barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo
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<../setup/software>` docs.
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Perform an inventory adjustment
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===============================
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Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning` dashboard, where
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different options will be displayed, including :guilabel:`Operations`, :guilabel:`Inventory
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Adjustments`, and :guilabel:`Batch Transfers`.
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To create and apply inventory adjustments, click on the :guilabel:`Inventory Adjustments` button at
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the bottom of the screen.
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Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory
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Adjustment` in the top header section.
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.. image:: adjustments/adjustments-barcode-scanner.png
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:align: center
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:alt: Barcode app start screen with scanner.
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To begin the adjustment, first scan the *source location*, which is the current location in the
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warehouse of the product whose count should be adjusted. Then, scan the product barcode(s).
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The barcode of a specific product can be scanned multiple times to increase the quantity of that
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product in the adjustment.
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.. tip::
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If the warehouse *multi-location* feature is **not** enabled in the database, a source location
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does not need to be scanned. Instead, simply scan the product barcode to start the inventory
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adjustment.
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Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ (pencil)` icon on the far
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right of the product line.
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Doing so opens a separate window with a keypad. Edit the number in the :guilabel:`Quantity` line to
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change the quantity. Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to
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add or subtract quantity of the product, and the number keys can be used to add quantity, as well.
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.. example::
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In the below inventory adjustment, the source location `WH/Stock/Shelf/2` was scanned, assigning
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the location. Then, the barcode for the product `[FURN_7888] Desk Stand with Screen` was scanned
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3 times, increasing the units in the adjustment. Additional products can be added to this
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adjustment by scanning the barcodes for those specific products.
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.. image:: adjustments/adjustments-barcode-inventory-client-action.png
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:align: center
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:alt: Barcode Inventory Client Action page with inventory adjustment.
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To complete the inventory adjustment, click the green :guilabel:`✅ Apply` button with the check mark
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at the bottom of the page.
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Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner
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appears in the top right corner, confirming validation of the adjustment.
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.. admonition:: Did you know?
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Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app.
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These can be used for testing purposes, and can be printed from the home screen of the app.
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To access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock
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barcodes sheet` and :guilabel:`commands for Inventory` (bolded and highlighted in blue) in the
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information pop-up window above the scanner.
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.. image:: adjustments/adjustments-barcode-stock-sheets.png
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:align: center
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:alt: Demo data prompt pop-up on Barcode app main screen.
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Manually add products to inventory adjustment
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=============================================
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When the barcodes for the location or product are not available, Odoo *Barcode* can still be used to
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perform inventory adjustments.
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To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning --> Inventory
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Adjustments`.
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Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory
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Adjustment` in the top header section.
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To manually add products to this adjustment, click the white :guilabel:`➕ Add Product` button at the
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bottom of the screen.
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This navigates to a new, blank page where the desired product, quantity, and source location must be
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chosen.
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.. image:: adjustments/adjustments-keypad.png
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:align: center
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:alt: Keypad to add products on Barcode Inventory Client Action page.
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First, click the :guilabel:`Product` line, and choose the product whose stock count should be
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adjusted. Then, manually enter the quantity of that product, either by changing the `1` in the
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:guilabel:`Quantity` line, or by clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or
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subtract quantity of the product. The number pad can be used to add quantity, as well.
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Below the number pad is the :guilabel:`location` line, which should read `WH/Stock` by default.
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Click this line to reveal a drop-down menu of locations to choose from, and choose the
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:guilabel:`source location` for this inventory adjustment.
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Once ready, click :guilabel:`Confirm` to confirm the changes.
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To apply the inventory adjustment, click the green :guilabel:`✅ Apply` button with the check mark,
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at the bottom of the page.
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Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner
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appears in the top right corner, confirming validation of the adjustment.
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