[IMP] barcode: update adjustments doc

Author: brse-odoo

content/applications/inventory_and_mrp/inventory/barcode/operations/adjustments.rst

@@ -1,48 +1,153 @@
-================================================
-Process to an Inventory Adjustment with Barcodes
-================================================
+=========================================
+Apply inventory adjustments with barcodes
+=========================================
 
-To process an inventory adjustment by using barcodes, you first need to
-open the *Barcode* app. Then, from the application, click on
-*Inventory Adjustments*.
+In a warehouse, the recorded inventory counts in the database might not always match the actual,
+real inventory counts. In such cases, inventory adjustments can be made to reconcile the
+differences, and ensure that the recorded counts in the database match the actual counts in the
+warehouse. In Odoo, the *Barcode* app can be used to make these adjustments.
 
-.. image:: adjustments/adjustments_01.png
-    :align: center
+These adjustments can be done from scratch in real time using an Odoo-compatible barcode scanner or
+the Odoo mobile app.
 
-.. note::
-         If you want to fully work with barcodes, you can download the sheet
-         *Commands for Inventory*.
+For a list of Odoo-compatible barcode mobile scanners, and other hardware for the *Inventory* and
+*Barcode* apps, refer to the `Odoo Inventory • Hardware page
+<https://www.odoo.com/app/inventory-hardware>`_.
 
-Once you have clicked on *Inventory Adjustments*, Odoo will
-automatically create one. Note that, if you work with multi-location,
-you first need to specify in which location the inventory adjustment
-takes place.
+.. seealso::
+   :doc:`../../management/inventory_adjustments/count_products`
 
-.. image:: adjustments/adjustments_02.png
-    :align: center
+Enable Barcode app
+==================
 
-If you don’t work with multi-location, you will be able to scan the
-different products you want to include in the inventory adjustment.
+To use the *Barcode* app to create and apply inventory adjustments, it **must** be installed by
+enabling the feature from the settings of the *Inventory* app.
 
-.. image:: adjustments/adjustments_03.png
-    :align: center
+To do so, go to the :menuselection:`Inventory app --> Configuration --> Settings`. Then, scroll down
+to the :guilabel:`Barcode` section, and click the checkbox next to the :guilabel:`Barcode Scanner`
+feature.
 
-.. note::
-         If you have 5 identical articles, scan it 5 times or use the keyboard to
-         set the quantity.
+Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
 
-Besides using the barcode scanner, you can also manually add a product
-if necessary. To do so, click on *Add Product* and fill the
-information in manually.
+Once the page has refreshed, new options are displayed under the :guilabel:`Barcode Scanner`
+feature: :guilabel:`Barcode Nomenclature` (with a corresponding drop-down menu), where either
+:guilabel:`Default Nomenclature` or :guilabel:`Default GS1 Nomenclature` can be selected. The
+selected nomenclature changes how scanners interpret barcodes in Odoo.
 
-.. image:: adjustments/adjustments_04.png
-    :align: center
+There is also a :guilabel:`Configure Product Barcodes` internal link arrow, along with a set of
+:guilabel:`Print` buttons for printing barcode commands and a barcode demo sheet.
 
-.. image:: adjustments/adjustments_05.png
-    :align: center
+.. image:: adjustments/adjustments-barcode-setting.png
+   :align: center
+   :alt: Enabled Barcode feature in Inventory app settings.
 
-When you have scanned all the items of the location, validate the
-inventory manually or scan the *Validate* barcode.
+For more on setting up and configuring the :guilabel:`Barcode` app, refer to the :doc:`Set up your
+barcode scanner <../setup/hardware>` and :doc:`Activate the Barcodes in Odoo
+<../setup/software>`.
 
-.. image:: adjustments/adjustments_06.png
-    :align: center
+Create and apply inventory adjustment
+=====================================
+
+To scan product barcodes and apply inventory adjustments, navigate to the :menuselection:`Barcode
+app`.
+
+Once inside the *Barcode* app, a :guilabel:`Barcode Scanning` screen displaying different options is
+presented.
+
+To create and apply inventory adjustments, click on the :guilabel:`Inventory Adjustments` button at
+the bottom of the screen.
+
+Doing so creates a new adjustment, and navigates to the :guilabel:`Barcode Inventory Client Action`
+page, with :guilabel:`Inventory Adjustment` at the top of the form.
+
+.. image:: adjustments/adjustments-barcode-scanner.png
+   :align: center
+   :alt: Barcode app start screen with scanner.
+
+To begin the adjustment, first scan the *source location*, which is the current location in the
+warehouse of the product whose count should be adjusted. Then, scan the product barcode(s).
+
+The barcode of a specific product can be scanned multiple times to increase the quantity of that
+product in the adjustment.
+
+.. tip::
+   If the warehouse *multi-location* feature is **not** enabled in the database, a source location
+   does not need to be scanned. Instead, simply scan the product barcode to start the inventory
+   adjustment.
+
+Alternatively, the quantity can be changed by clicking the :guilabel:`pencil` icon on the far right
+of the product line.
+
+Doing so opens a separate window with a keypad. Edit the number in the :guilabel:`Quantity` line to
+change the quantity. Additionally, the :guilabel:`+1` and :guilabel:`-1` buttons can be clicked to
+add or subtract quantity of the product, and the :guilabel:`number keys` can be used to add
+quantity, as well.
+
+.. example::
+   In the below inventory adjustment, the source location `WH/Stock/Shelf/2` was scanned, assigning
+   the location. Then, the barcode for the product `[FURN_7888] Desk Stand with Screen` was scanned
+   3 times, increasing the units in the adjustment. Additional products can be added to this
+   adjustment by scanning the barcodes for those specific products.
+
+   .. image:: adjustments/adjustments-barcode-inventory-client-action.png
+      :align: center
+      :alt: Barcode Inventory Client Action page with inventory adjustment.
+
+To complete the inventory adjustment, click the green :guilabel:`Apply` button with the check mark
+at the bottom of the page.
+
+Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner
+appears in the top right corner, confirming validation of the adjustment.
+
+.. admonition:: Did you know?
+
+   Odoo's *Barcode* application provides demo data with barcodes to explore the features of the app.
+   These can be used for testing purposes, and can be printed from the home screen of the app.
+
+   To access this demo data, navigate to the :menuselection:`Barcode app` and click :guilabel:`stock
+   barcodes sheet` and :guilabel:`commands for Inventory` (bolded and highlighted in blue) in the
+   information pop-up window above the scanner.
+
+   .. image:: adjustments/adjustments-barcode-stock-sheets.png
+      :align: center
+      :alt: Demo data prompt pop-up on Barcode app main screen.
+
+Manually add products to inventory adjustment
+=============================================
+
+When the barcodes for the location or product are not available, Odoo *Barcode* can still be used to
+perform inventory adjustments. To do this, first navigate to the :menuselection:`Barcode app`.
+
+Once inside the :guilabel:`Barcode app`, a :guilabel:`Barcode Scanning` screen displaying different
+options is presented. Create a new inventory adjustment by clicking the :guilabel:`Inventory
+Adjustments` button at the bottom of the screen.
+
+This navigates to a new, blank :guilabel:`Barcode Inventory Client Action` page, with
+:guilabel:`Inventory Adjustment` at the top of the form.
+
+To manually add products to this adjustment, click the white :guilabel:`Add Product` button at the
+bottom of the screen.
+
+This navigates to a new, blank page where the desired product, quantity, and source location must be
+chosen.
+
+   .. image:: adjustments/adjustments-keypad.png
+      :align: center
+      :alt: Keypad to add products on Barcode Inventory Client Action page.
+
+First, click the :guilabel:`Product` line, and choose the product whose stock count should be
+adjusted. Then, manually enter the quantity of that product, either by changing the `1` in the
+:guilabel:`Quantity` line, or by clicking the :guilabel:`+1` and :guilabel:`-1` buttons to add or
+subtract quantity of the product. The :guilabel:`number keys` can be used to add quantity, as well.
+
+Below the :guilabel:`number keys` is the :guilabel:`location` line, which should read `WH/Stock` by
+default. Click this line to reveal a drop-down menu of locations to choose from, and choose the
+:guilabel:`source location` for this inventory adjustment.
+
+Once ready, click :guilabel:`Confirm` to confirm the changes.
+
+To apply the inventory adjustment, click the green :guilabel:`Apply` button with the check mark, at
+the bottom of the page.
+
+Once applied, Odoo navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner
+appears in the top right corner, confirming validation of the adjustment.