diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst index 15db4d9aba..992bea26cc 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts.rst +++ b/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 +`. 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` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png index 76d3da913c..0ba1df1627 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-add-custom-filter.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-enabled-setting.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-enabled-setting.png index f390c6144f..aef65278ad 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-enabled-setting.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-enabled-setting.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-filter-menu.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-filter-menu.png index 3c1887dcf5..96e3a3720e 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-filter-menu.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-filter-menu.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-frequency-value.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-frequency-value.png index 3a891e7664..d41338b99d 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-frequency-value.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/cycle_counts/cycle-counts-frequency-value.png differ