[IMP] Inventory: Bringing cycle count current

closes odoo/documentation#16974

X-original-commit: c5b3284e63
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Erin Jerison (erjer) <erjer@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>

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

@@ -2,14 +2,14 @@
 Cycle counts
 ============
 
-For most companies, warehouse stock only needs to be counted once a year. This is why, by default,
-after making an *inventory adjustment* in Odoo, the scheduled date for the next inventory count is
-set for the 31st of December of the current year.
+For most companies, warehouse stock only needs to be counted once a year. To comply with that
+standard, the *Inventory* app defaults to the scheduled date of the 31st of December of the current
+year.
 
-However, for some businesses, it's crucial to have an accurate inventory count at all times. These
-companies use *cycle counts* to keep critical stock levels accurate. Cycle counting is a method by
-which companies count their inventory more often in certain *locations*, to ensure that their
-physical inventory counts match their inventory records.
+However, for some businesses, maintaining an accurate inventory count is crucial. These companies
+use *cycle counts* to maintain accurate stock levels. Cycle counting is a method by which
+companies count their inventory more often in certain *locations* to ensure that their physical
+inventory counts match their inventory records.
 
 Configuration
 =============
@@ -17,107 +17,115 @@ Configuration
 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, tick the checkbox next to
-:guilabel:`Storage Locations`, and click :guilabel:`Save`.
+To enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`
+and scroll down to the *Warehouse* section. Then, select 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.
 
-Change inventory count frequency by location
-============================================
+Counting inventory at a set frequency
+=====================================
 
-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.
+Once the *Storage Locations* feature is enabled and locations are created in the warehouse, the
+inventory count frequency can be changed for specific locations, and counts can be conducted on
+those locations.
+
+Setting a cycle count frequency
+-------------------------------
 
 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.
+Locations`. This opens a *Locations* page containing every location currently created in the
+warehouse.
 
-From this page, click into a location to reveal the settings and configuration page for that
-location.
+From this page, click a location to open its form.
 
-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.
+Under the *Cyclic Counting* section, locate the :guilabel:`Inventory Frequency` field, which is 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-frequency-value.png
-   :align: center
    :alt: Location frequency setting on location.
 
 .. example::
    A location that needs an inventory count every 30 days should have the :guilabel:`Inventory
-   Frequency (Days)` value set to `30`.
+   Frequency` value set to `30`.
 
-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, to ensure the scheduled cycle count appears as expected, :ref:`perform the first cycle count
+<inventory/warehouses_storage/cycle_count_perform>`. After inventory adjustments have been applied
+to products in this location, the next scheduled count date is automatically set based on the value
+entered in the :guilabel:`Inventory Frequency` field.
 
-Count inventory by location
-===========================
+.. _inventory/warehouses_storage/cycle_count_perform:
 
-To perform a cycle count for a specific location in the warehouse, navigate to
-: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.
+Performing a cycle count
+------------------------
 
-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.
+To perform a cycle count for a specific location in the warehouse, navigate to the
+:menuselection:`Inventory app --> Operations --> Physical Inventory`. This opens a *Physical
+Inventory* page that lists all products currently in stock, with each product on its own line. Use
+this page to perform inventory adjustments.
 
-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.
+From this page, the :guilabel:`Filters` and :guilabel:`Group By` options (accessible by clicking
+into the :guilabel:`Search` bar) can be used to select specific locations and perform inventory
+counts.
+
+To select a specific location and view all products within it, click into the
+:guilabel:`Search` bar. Then, in the :guilabel:`Group By` column, select :guilabel:`Location`.
 
 .. image:: cycle_counts/cycle-counts-filter-menu.png
-   :align: center
    :alt: Filters and Group By menu on Inventory Adjustments page.
 
-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.
+All products are sorted by storage location on the *Physical Inventory* 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 the :guilabel:`⬇️ (down arrow)` icon to the right of the :guilabel:`Search...` bar.
+   search for the desired location. To do this, from the *Physical Inventory* page, click into the
+   :guilabel:`Search` bar.
 
-   Then, in the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter` to open an
-   :guilabel:`Add Custom Filter` pop-up window.
+   Then, in the :guilabel:`Filters` column, click :guilabel:`Custom Filter` to open a
+   :guilabel:`Custom Filter` pop-up window.
 
    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.
+   Click :guilabel:`Search` 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
-=====================================
+.. note::
+   When performing counts in the *Barcode* app, inventory adjustments are grouped by location by
+   default.
 
-While cycle counts are typically performed per location, the scheduled date for full inventory
-counts of all in-stock products in the warehouse can also be manually changed, to push the date up
-sooner than the date listed.
+Change full inventory count date
+================================
 
-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 field that is set to `31` :guilabel:`December`,
-by default.
+While cycle counts are typically performed at the location level, companies should conduct a full
+inventory count once per year. In addition to keeping stock counts accurate, full inventory counts
+ensure that accounting earnings and costs are recorded accurately. The scheduled date for full
+inventory counts of all in-stock products in the warehouse can be manually changed to an
+earlier date than the listed date.
+
+To modify the default scheduled date, go to the :menuselection:`Inventory app --> Configuration -->
+Settings`. Then, in the *Operations* section, locate the :guilabel:`Annual Inventory Day and Month`
+setting, which defaults to `31` :guilabel:`December`.
 
 .. image:: cycle_counts/cycle-counts-frequency-calendar.png
-   :align: center
    :alt: Frequency field in inventory app settings.
 
-To change the day, click the `31`, and change it to a day within the range `1-31`, depending on the
-desired month of the year.
+To change the day, click the `31` and select a day within the range `1-31`, depending on the desired
+month of the year.
 
-Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the
+Then, to change the month, click :guilabel:`December` to open the drop-down menu and select the
 desired month.
 
-Once all necessary changes have been made, click :guilabel:`Save`.
+.. important::
+   Confirm the date entry reflects a valid calendar date.
+
+After all necessary changes have been made, click :guilabel:`Save`.
 
 .. seealso::
    - :doc:`count_products`