[IMP] Inventory: Update count products

closes odoo/documentation#15982

Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst

@@ -6,157 +6,191 @@ Inventory adjustments
 .. |ia| replace:: inventory adjustments
 
 In any warehouse management system, the recorded inventory counts in the database might not always
-match the actual inventory counts in the warehouse. Discrepancy between counts can be due to
-damage, human error, theft, or other factors. As such, inventory adjustments must be made to
-reconcile the differences, and ensure that the recorded counts in the database match the actual
-counts in the warehouse.
+match the actual inventory counts in the warehouse. Discrepancy between counts can be due to damage,
+human error, theft, or other factors. As such, inventory adjustments must be made to reconcile the
+differences, and ensure that the recorded counts in the database match the actual counts in the
+warehouse.
 
-Inventory Adjustments page
-==========================
+Physical Inventory page
+=======================
 
-To view the :guilabel:`Inventory Adjustments` page, navigate to :menuselection:`Inventory app -->
+To view the :guilabel:`Physical Inventory` page, navigate to :menuselection:`Inventory app -->
 Operations --> Physical Inventory`.
 
-.. image:: count_products/inventory-adjustments-page.png
-   :alt: In stock products listed on the Inventory adjustments page.
+The :guilabel:`Physical Inventory` page lists all products that are currently in stock.
 
-The :guilabel:`Inventory Adjustments` page lists all products that are currently in stock.
+.. image:: count_products/physical-inventory-page.png
+   :alt: In stock products listed on the Physical Inventory page.
 
 .. note::
-   Only products with a quantity greater than zero are listed on the :guilabel:`Inventory
-   Adjustments` page. To view product lines with zero current quantity, go to
-   :menuselection:`Inventory app --> Reporting --> Stock`.
+   Only products with a quantity greater than zero are listed on the :guilabel:`Physical Inventory`
+   page. To view product lines with zero current quantity, go to :menuselection:`Inventory app -->
+   Reporting --> Stock`.
 
 For each product line, the following information is listed:
 
-- :guilabel:`Location`: the specific location in the warehouse where a product is stored. This
-  column is **only** visible if :doc:`Storage Locations <use_locations>` are enabled.
-- :guilabel:`Favorite`: identifies products that have been favorited.
 - :guilabel:`Product`: the product whose quantity is listed on the inventory adjustment line.
 - :guilabel:`Lot/Serial Number`: the tracking identifier assigned to the specific product listed. It
   can contain letters, numbers, or a combination of both.
 
-.. note::
-   If a specific product has a quantity of more than `1.00` in stock, and more than one serial
-   number, or lot number, assigned to it, each uniquely-identified product is displayed on its own
-   product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial Number`
-   column.
+   .. note::
+      If a specific product has a quantity of more than `1.00` in stock, and more than one serial
+      number, or lot number, assigned to it, each uniquely-identified product is displayed on its
+      own product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial
+      Number` column.
 
-- :guilabel:`Expiration Date`: the date on which the goods with this serial number are due to
-  expire.
-- :guilabel:`Last Count Date`: the last time the quantity was updated.
-- :guilabel:`Package`: the package containing the quantity listed.
-- :guilabel:`On Hand Quantity`: the quantity of the product currently recorded in the database.
-- :guilabel:`Unit`: the *unit of measure* in which the product is measured. Unless otherwise
-  specified (e.g., in :guilabel:`Pounds` or :guilabel:`Ounces`), the default :abbr:`UoM (Unit of
-  Measure)` is :guilabel:`Units`.
-- :guilabel:`Counted Quantity`: the real quantity counted during an inventory count. This field is
-  left blank by default but can be changed, depending on if it matches the :guilabel:`On Hand
-  Quantity` or not.
-- :guilabel:`Difference`: the difference between the :guilabel:`On Hand Quantity` and
-  :guilabel:`Counted Quantity`, once an inventory adjustment is made. The difference is
-  automatically calculated after every inventory adjustment.
-- :guilabel:`Scheduled Date`: the date at which a count should be made. If not otherwise specified,
-  this date will default to the 31st of December of the current year.
+- :guilabel:`Scheduled`: the date at which a count should be made. If not otherwise specified, this
+  date will default to the 31st of December of the current year.
 - :guilabel:`User`: the person assigned to the count in the database. This can either be the person
   physically counting the inventory, or applying the count in the database.
+- :guilabel:`On Hand`: the quantity of the product currently recorded in the database.
+- :guilabel:`Counted`: the real quantity counted during an inventory count. This field is left blank
+  by default but can be changed, depending on if it matches the :guilabel:`On Hand` quantity or not.
+- :guilabel:`Difference`: the difference between the :guilabel:`On Hand` quantity and
+  :guilabel:`Counted` quantity, once an inventory adjustment is made. The difference is
+  automatically calculated after every inventory adjustment.
 
 .. tip::
-   Additional columns are hidden by default. To reveal these columns, click the
-   :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the far right of the form's top row, and
-   reveal any desired column by ticking the checkbox next to that option.
+   Some columns are hidden by default. To reveal these columns, click the :icon:`oi-settings-adjust`
+   :guilabel:`(adjust)` icon to the far right of the form's top row, and reveal any desired column
+   by selecting the checkbox next to that option.
+
+The following additional columns are available, depending on the settings in the database:
+
+- :guilabel:`Location`: the specific location in the warehouse where a product is stored. This
+  column is **only** visible if :doc:`Storage Locations <use_locations>` are enabled.
+- :guilabel:`Product Category`: the category of the product list on the inventory adjustment line.
+- :guilabel:`Last Count Date`: the last time the quantity was updated.
+- :guilabel:`Expiration Date`: the date on which the goods with this serial number are due to
+  expire. This column is only available if :doc:`Expiration Dates
+  <../../product_management/product_tracking/expiration_dates>` is enabled in the *Inventory*
+  settings.
+- :guilabel:`Package`: the package containing the quantity listed.
+- :guilabel:`Unit`: the :doc:`unit of measure <../../product_management/configure/uom>` in which the
+  product is measured. Unless otherwise specified (e.g., in :guilabel:`Pounds` or
+  :guilabel:`Ounces`), the default :abbr:`UoM (Unit of Measure)` is :guilabel:`Units`.
 
 .. _inventory/create-adjustment:
 
 Create an inventory adjustment
 ------------------------------
 
-To create a new inventory adjustment from the :menuselection:`Inventory Adjustments` page, click
+To update an existing physical inventory entry, click into the corresponding field in the
+:guilabel:`Counted` column for the product that must be adjusted. Adjust the count, then click
+:guilabel:`Apply All`.
+
+To create a new inventory adjustment from the :menuselection:`Physical Inventory` page, click
 :guilabel:`New`. Doing so creates a new, blank inventory adjustment line at the bottom of the page.
 
 .. tip::
-   |Ia| can also be created from the :guilabel:`Forecasted Report` on an individual
-   product record. To open the report, navigate to a product record and click the
-   :guilabel:`Forecasted` smart button. Then, at the top of the page, click :guilabel:`Update
-   Quantity`, then :guilabel:`New`.
+   |Ia| can also be created from the :guilabel:`Forecasted Report` on an individual product record.
+   To open the report, navigate to a product record and click the :guilabel:`Forecasted` smart
+   button. Then, at the top of the page, click :guilabel:`Update Quantity`, then :guilabel:`New`.
 
    .. image:: count_products/forecast-report.png
-      :alt: The Update Quantities button on a Forecast report in the Inventory app.
+      :alt: The Update Quantity button on a Forecast report in the Inventory app.
 
 On this blank inventory adjustment line, click the drop-down menu under the :guilabel:`Product`
 column, and select a product. If the selected product is tracked using either lots or serial
-numbers, the desired lot or serial number needs to be chosen from the drop-down menu under the
+numbers, the desired lot or serial number must be chosen from the drop-down menu under the
 :guilabel:`Lot/Serial Number` column.
 
 .. tip::
    The inventory adjustment line can also be used to create or record lots and serial numbers.
 
-Next, set the value in the :guilabel:`Counted Quantity` column to the quantity counted for that
-product during the inventory adjustment process.
+Next, set the value in the :guilabel:`Counted` column to the quantity counted for that product
+during the inventory adjustment process.
 
-To the right of the :guilabel:`Counted Quantity` column, the :guilabel:`Scheduled Date` and
-:guilabel:`User` can also be changed via their respective drop-down menus. Changing the
-:guilabel:`Scheduled Date` changes the date that the inventory adjustment should be processed on,
-and selecting a responsible :guilabel:`User` assigns a user to the specific inventory adjustment
-for traceability purposes.
+The :guilabel:`Scheduled` date and :guilabel:`User` can also be changed via their respective
+drop-down menus. Changing the :guilabel:`Scheduled` date changes the date that the inventory
+adjustment should be processed on, and selecting a responsible :guilabel:`User` assigns a user to
+the specific inventory adjustment for traceability purposes.
 
 Once all changes have been made to the new inventory adjustment line, click away from the line.
-Doing so saves the adjustment, and moves the line to the top of the page.
+Doing so saves the adjustment, and moves the line alphabetically with the other products in
+inventory.
 
-If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in
-the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the
-:guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the
-quantities match, and have not been changed at all, no value appears in the :guilabel:`Difference`
-column.
+If the :guilabel:`Counted` quantity is greater than the :guilabel:`On Hand` quantity, the value in
+the :guilabel:`Difference` column is *green*. If the :guilabel:`Counted` quantity is less than the
+:guilabel:`On Hand` quantity, the value in the :guilabel:`Difference` column is *red* with a
+negative value. If the quantities match, and have not been changed at all, `0.00` appears in the
+:guilabel:`Difference` column.
 
 .. image:: count_products/difference-column.png
-   :alt: Difference column on inventory adjustments page.
+   :alt: Difference column on Physical Inventory page.
 
-At this stage, the count (:dfn:`inventory adjustment`) is recorded, but not yet applied. This means
-that the quantity on hand before the adjustment has not yet been updated to match the new, real
-counted quantity.
+At this stage, the count (*inventory adjustment*) is recorded, but not yet applied. This means that
+the quantity on hand before the adjustment has not yet been updated to match the new, real counted
+quantity.
 
 .. _inventory/apply-adjustment:
 
 Apply adjusted count
 --------------------
 
-|Ia| can be completed in several ways. The first way is to click the
-:guilabel:`Apply` button on the line at the far right of the page. The second way is to tick the
-checkbox on the far left of the line. Doing so reveals new button options at the top of the page,
-one of which is an :guilabel:`Apply` button. Clicking this button instead causes an
-:guilabel:`Inventory Adjustment` pop-up window to appear.
+|Ia| can be completed in three ways.
 
-From this pop-up menu, a reference or reason can be assigned to the inventory adjustment. By
-default, the :guilabel:`Inventory Reason` field is pre-populated with today's date, the date the
-adjustment is being made on, but can be changed to reflect whatever reference or reason is desired.
+Apply a single adjustment
+~~~~~~~~~~~~~~~~~~~~~~~~~
 
-Once ready, click :guilabel:`Apply` to apply the inventory adjustment.
+Some companies do not require adjustment reasons to be recorded. In this circumstance, you can apply
+adjustments to a single line at a time by clicking the :guilabel:`Apply` button on the line at the
+far right of the page.
+
+Apply multiple adjustments
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To apply multiple adjustments at once, or to ensure that reasons for adjustments are recorded, use
+one of the following methods to apply multiple adjustments at once:
+
+- Click the :guilabel:`Apply All` button on the top left corner of the page.
+- Select the checkbox on the far left of the line. Doing so reveals new button options at the top of
+  the page, one of which is an :guilabel:`Apply` button.
 
 .. note::
-   Applying an inventory adjustment simultaneously creates a :doc:`stock move line (SML)
-   <../reporting/moves_history>` in the *Moves History* report for traceability.
+   It may be necessary to click the :guilabel:`Save` button at the top left of the screen before
+   applying the changes.
+
+Clicking these buttons opens a *Physical Inventory* pop-up window.
+
+In the *Physical Inventory* window, a reference or reason can be assigned to the inventory
+adjustment. By default, the :guilabel:`Inventory Reason` field is pre-populated with `Physical
+Inventory`. Modify this text as necessary. Today's date is populated in the :guilabel:`Counting
+Date` field. Once ready, click :guilabel:`Update Quantities` to apply the inventory adjustment.
 
 .. image:: count_products/apply-inventory-adjustment.png
-   :alt: Apply all option applies the inventory adjustment once a reason is specified.
+   :alt: Apply All option applies the inventory adjustment once a reason is specified.
+
+.. example::
+   An FDA-regulated factory is required by law to trace, log, and explain all inventory adjustments
+   to ensure that it remains in compliance with federal law. Any product stock moves and associated
+   reasonings would need to be documented thoroughly to ensure that all product is accounted for in
+   case of a recall.
+
+.. note::
+   Applying an inventory adjustment simultaneously creates a :doc:`stock move record
+   <../reporting/moves_history>` in the *Moves History* report for traceability.
 
 Relocate products
 =================
 
-|Ia| can also be used to relocate products to different storage locations, or to
-different packages. To relocate a product, tick the checkbox at the far left of the line for the
-desired product. At the top of the page, click the :guilabel:`Relocate` button. Doing so opens a
-pop-up.
-
-.. image:: count_products/relocate-popup.png
-   :alt: The Relocate products pop-up on the Inventory Adjustments page.
+|Ia| can also be used to relocate products to different storage locations, or to different packages.
+To relocate a product, click on the checkbox at the far left of the line for the desired product. At
+the top of the page, click the :icon:`fa-cog` :guilabel:`Actions` button, then select
+:guilabel:`Relocate`. Doing so opens a pop-up.
 
 On the resulting pop-up, enter the following information:
 
 - :guilabel:`To Location`: the new location for the products.
-- :guilabel:`To Package`: the new package for the products.
+- :guilabel:`To Package`: the new package for the products. This field only appears if you have
+  :guilabel:`Packages` enabled in the *Inventory* settings.
 - :guilabel:`Reason for relocation`: the reason for the move.
 
+Click :guilabel:`Confirm` to confirm the move.
+
+.. image:: count_products/relocate-popup.png
+   :alt: The Relocate products pop-up on the Physical Inventory page.
+
 .. important::
    Product relocations **only** work on internal locations. Products **cannot** be moved between
    companies.
@@ -166,61 +200,69 @@ On the resulting pop-up, enter the following information:
 Set to zero
 ===========
 
-|Ia| can also be used to clear inventory counts by setting the quantity to zero. To do this, tick
+|Ia| can also be used to clear inventory counts by setting the quantity to zero. To do this, select
 the checkbox at the far left of the line for the desired product. At the top of the page, click the
 :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu. Click :guilabel:`Set to 0`.
 Once this is complete, :ref:`apply <inventory/apply-adjustment>` the adjusted count.
 
+.. important::
+   Setting the quantity to zero for a product that has already been reserved for sales orders will
+   set the forecasted quantity to negative. The product will be marked as unavailable for current
+   delivery orders.
+
 Count products
 ==============
 
 Counting products is a recurring activity in a warehouse. Once a count is complete, go to
 :menuselection:`Inventory app --> Operations --> Physical Inventory` to update the
-:guilabel:`Counted Quantity` column for each product line.
+:guilabel:`Counted` quantity for each product line.
 
-On each product line, identify whether the value in the :guilabel:`On Hand Quantity` column recorded
-in the database matches the newly-counted value. If the recorded value and the counted value do
-match, click the :icon:`fa-bullseye` :guilabel:`Set` icon at the far right of the product line.
+On each product line, identify whether the value in the :guilabel:`On Hand` column recorded in the
+database matches the newly-counted value. If the recorded value and the counted value match, enter
+the 'On Hand' quantity in the :guilabel:`Counted` column.
 
-Doing so copies the value from the :guilabel:`On Hand Quantity` column over to the
-:guilabel:`Counted Quantity` column, and sets the value of the :guilabel:`Difference` column to
-`0.00`. Subsequently, once applied, an inventory move with `0.00` :guilabel:`Quantity Done` is
-recorded in the product's inventory adjustment history.
+Doing so sets the value of the :guilabel:`Difference` column to `0.00`. Subsequently, once applied,
+an inventory move with `0.00` :guilabel:`Done` is recorded in the product's inventory adjustment
+history.
 
 .. image:: count_products/zero-move.png
    :alt: Zero count inventory adjustment move.
 
 If the newly-counted value for a given product does **not** match the value in the :guilabel:`On
-Hand Quantity` recorded in the database, instead of clicking the :icon:`fa-bullseye` :guilabel:`Set`
-icon, record the real value in the field in the :guilabel:`Counted Quantity` column.
+Hand` column recorded in the database, record the real value in the field in the :guilabel:`Counted`
+column.
 
-To do so, click the field in the :guilabel:`Counted Quantity` column on the specific inventory
-adjustment line for the product whose count is being changed. This automatically assigns a
-:guilabel:`Counted Quantity` of `0.00`.
+To do so, click the field in the :guilabel:`Counted` column on the specific inventory adjustment
+line for the product whose count is being changed. Specify the updated count in the field.
 
 To change this value, type in a new value that matches the real, newly-counted value. Then, click
 away from the line. Doing so saves the adjustment, and automatically adjusts the value in the
 :guilabel:`Difference` column.
 
-If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in
-the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the
-:guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the
-quantities match, and have not been changed at all, no value appears in the :guilabel:`Difference`
-column.
+If the :guilabel:`Counted` quantity is greater than the :guilabel:`On Hand` quantity, the value in
+the :guilabel:`Difference` column is *green*. If the :guilabel:`Counted` quantity is less than the
+:guilabel:`On Hand` quantity, the value in the :guilabel:`Difference` column is *red* and is a
+negative value. If the quantities match, and have not been changed at all, `0.00` appears in the
+:guilabel:`Difference` column.
 
-Subsequently, once applied, a move with the difference between the :guilabel:`On Hand Quantity` and
-the :guilabel:`Counted Quantity` is recorded in the product's inventory adjustment history.
+Subsequently, once applied, a move with the difference between the :guilabel:`On Hand` quantity and
+the :guilabel:`Counted` quantity is recorded in the product's inventory adjustment history.
 
 .. image:: count_products/history-inventory-adjustments.png
    :alt: Inventory Adjustments History dashboard detailing a list of prior product moves.
 
-The :guilabel:`Actions` menu appears when one or more products' checkboxes are selected. The
-:guilabel:`Actions` menu includes the option to :guilabel:`Set to quantity on hand`, which sets the
-selected products' :guilabel:`Counted Quantity` to the :guilabel:`On Hand Quantity`, and
-:guilabel:`Set to 0`, which sets the selected products' :guilabel:`Counted Quantity` to zero.
+The :icon:`fa-cog` :guilabel:`Actions` menu appears when one or more products' checkboxes are
+selected. The :icon:`fa-cog` :guilabel:`Actions` menu includes the option to :guilabel:`Set to
+quantity on hand`, which sets the selected products' :guilabel:`Counted` quantity to the
+:guilabel:`On Hand` quantity.
 
 .. image:: count_products/inventory-adjustment-actions.png
-   :alt: Inventory Adjustments Actions menu.
+   :alt: Physical Inventory Actions menu.
+
+.. note::
+   If other inventory adjustments were created during the count process, click :guilabel:`Save` in
+   the top-left corner to save the current entry. Make sure this is done before opening the
+   :icon:`fa-cog` :guilabel:`Actions` menu to set the count.
 
 .. important::
    Sometimes a count occurs, but cannot be applied in the database right away. In the time between
@@ -235,9 +277,9 @@ Revert an inventory adjustment
 To revert the changes made in an inventory adjustment, navigate to :menuselection:`Inventory -->
 Reporting --> Moves History`.
 
-Tick the checkbox at the far left of the line for the desired product. At the top of the page, click
-the :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu, and click :guilabel:`Revert
-Inventory Adjustment`.
+Select the checkbox at the far left of the line for the desired product. At the top of the page,
+click the :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu, and click
+:guilabel:`Revert Inventory Adjustment`.
 
 .. note::
    After an inventory adjustment is reverted, the line is not removed from the :guilabel:`Moves
@@ -281,33 +323,22 @@ Then, select the desired products to be counted by ticking the checkbox on the f
 product line.
 
 .. tip::
-   To request a count of **all** products currently in stock, tick the checkbox at the top of the
+   To request a count of **all** products currently in stock, select the checkbox at the top of the
    table, in the header row next to the :guilabel:`Location` label. This selects **all** product
    lines.
 
-.. image:: count_products/count-popup.png
-   :alt: Request a count pop-up on inventory adjustments page.
-
 Once all desired products have been selected, click the :guilabel:`Request a Count` button at the
-top of the page. Doing so opens the :guilabel:`Request a Count` pop-up window, where the following
+top of the page. Doing so opens the :guilabel:`Inventory Request` pop-up window, where the following
 information can be filled:
 
-- :guilabel:`Inventory Date`: the planned date of the count.
-- :guilabel:`User`: the user responsible for the count.
-- :guilabel:`Accounting Date`: the date at which the inventory adjustment will be accounted.
-- :guilabel:`Count`: to leave the on-hand quantity of each product line blank, select
-  :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each product line with the current
-  value recorded in the database, select :guilabel:`Set Current Value`.
-
-.. note::
-   The :guilabel:`Leave Empty` option forces the employee conducting the audit to manually type in
-   the number they counted, while the :guilabel:`Set Current Value` option only requires the
-   employee to *verify* the counted quantity and click :guilabel:`Apply`.
-
-Finally, once ready, click :guilabel:`Confirm` to request the count.
+- :guilabel:`Assign to`: the user responsible for the count.
+- :guilabel:`Scheduled at`: the planned date of the count.
+- :guilabel:`Show Expected Quantity`: whether the assigned user can see the expected quantity.
 
 .. image:: count_products/count-popup.png
-   :alt: Request a count popup on inventory adjustments page.
+   :alt: Request a count pop-up on the Physical Inventory page.
+
+Finally, once ready, click :guilabel:`Confirm` to request the count.
 
 .. important::
    In the Odoo **Barcode** app, users can only view inventory counts that are assigned to *them*,
@@ -334,14 +365,14 @@ the user who applied the count is listed in the :guilabel:`Done By`.
 Inventory audit
 ---------------
 
-An inventory audit can be accessed from the :guilabel:`Inventory Adjustment` page. This audit
-includes an inventory record both before and after a count is completed, to track what changed.
+An inventory audit can be accessed from the :guilabel:`Physical Inventory` page. This audit includes
+an inventory record both before and after a count is completed, to track what changed.
 
-On the :guilabel:`Inventory Adjustment` page, tick the checkbox at the top-left of the page to
-select all of the lines. Then click the :guilabel:`Request a Count` button. On the pop-up, set
-:guilabel:`Count` to :guilabel:`Set Current Value`, then click :guilabel:`Confirm`.
+On the :guilabel:`Physical Inventory` page, select the checkbox at the top-left of the page to
+select all of the lines. Then click the :guilabel:`Request a Count` button. On the pop-up, click
+:guilabel:`Confirm`.
 
-After returning to the :guilabel:`Inventory Adjustment` page, select all of the lines again. Click
+After returning to the :guilabel:`Physical Inventory` page, select all of the lines again. Click
 :menuselection:`Print --> Count Sheet`. The :guilabel:`Count Sheet` exports in PDF form.
 
 .. seealso::