diff --git a/content/applications/inventory_and_mrp/inventory/inventory_valuation/landed_costs.rst b/content/applications/inventory_and_mrp/inventory/inventory_valuation/landed_costs.rst index 171dac4393..e8ccb220bd 100644 --- a/content/applications/inventory_and_mrp/inventory/inventory_valuation/landed_costs.rst +++ b/content/applications/inventory_and_mrp/inventory/inventory_valuation/landed_costs.rst @@ -3,13 +3,11 @@ Landed costs ============ .. |RfQ| replace:: :abbr:`RfQ (Request for Quotation)` +.. |RfQs| replace:: :abbr:`RfQs (Requests for Quotation)` .. |PO| replace:: :abbr:`PO (Purchase Order)` .. |FIFO| replace:: :abbr:`FIFO (First In First Out)` .. |AVCO| replace:: :abbr:`AVCO (Average Costing)` -When shipping products to customers, the landed cost is the total price of a product or shipment, -including all expenses associated with shipping the product. - In Odoo, the *Landed Costs* feature is used to take additional costs into account when calculating the valuation of a product. This includes the cost of shipment, insurance, customs duties, taxes, and other fees. @@ -37,15 +35,16 @@ Create landed cost product ========================== For charges that are consistently added as landed costs, a landed cost product can be created in -Odoo. This way, a landed cost product can be quickly added to a vendor bill as an invoice line, -instead of having to be manually entered every time a new vendor bill is created. +Odoo. This way, a landed cost product can be quickly added to a request for quotation (|RfQ|) or a +vendor bill as an invoice line, instead of having to be manually entered every time a new vendor +bill is created. To do this, create a new product by going to :menuselection:`Inventory app --> Products --> Products`, and clicking :guilabel:`New`. Assign a name to the landed cost product in the :guilabel:`Product Name` field (i.e. `International -Shipping`). In the :guilabel:`Product Type` field, click the drop-down menu, and select -:guilabel:`Service` as the :guilabel:`Product Type`. +Shipping`). In the :guilabel:`Product Type` field, select :guilabel:`Service` as the +:guilabel:`Product Type`. .. important:: Landed cost products **must** have their :guilabel:`Product Type` set to :guilabel:`Service`. @@ -65,7 +64,8 @@ appears below it, prompting a selection. Clicking that drop-down menu reveals th .. image:: landed_costs/integrating-landed-costs-landed-cost-product.png :alt: Is a Landed Cost checkbox and Default Split Method on service type product form. -When creating new vendor bills, this product can be added as an invoice line as a landed cost. +When creating new |RfQs|, this product can be added as an invoice line as a landed cost. This +product can also be added to vendor bills that are in the draft state. .. important:: To apply a landed cost on a vendor bill, products in the original |PO| **must** belong to a @@ -74,12 +74,12 @@ When creating new vendor bills, this product can be added as an invoice line as Create purchase order ===================== -Navigate to :menuselection:`Purchase app --> New` to create a new request for quotation (RfQ). In -the :guilabel:`Vendor` field, add a vendor to order products from. Then, click :guilabel:`Add a -product`, under the :guilabel:`Products` tab, to add products to the |RfQ|. +Navigate to :menuselection:`Purchase app --> New` to create a new |RfQ|. In the :guilabel:`Vendor` +field, add a vendor to order products from. Then, click :guilabel:`Add a product`, under the +:guilabel:`Products` tab, to add products to the |RfQ|. -Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive -Products` once the products have been received, followed by :guilabel:`Validate`. +Once ready, click :guilabel:`Confirm Order` to confirm the order. Then, click :guilabel:`Receive` +once the products have been received, followed by :guilabel:`Validate`. Create vendor bill ------------------ @@ -88,15 +88,16 @@ Once the vendor fulfills the |PO| and sends a bill, a vendor bill can be created Odoo. Navigate to the :menuselection:`Purchase app`, and click into the |PO| for which a vendor bill -should be created. Then, click :guilabel:`Create Bill`. This opens a new :guilabel:`Vendor Bill` in -the :guilabel:`Draft` stage. +should be created. Then, upload the bill or click the :guilabel:`Bill Matching` smart button to +match with an existing bill. This opens a new :guilabel:`Vendor Bill` in the :guilabel:`Draft` +stage. In the :guilabel:`Bill Date` field, click the line to open a calendar popover menu, and select the date on which this draft bill should be billed. -Then, under the :guilabel:`Invoice Lines` tab, click :guilabel:`Add a line`, and click the drop-down -menu in the :guilabel:`Product` column to select the previously-created landed cost product. Click -the :icon:`fa-cloud-upload` :guilabel:`(cloud with arrow)` icon to manually save and update the +Click :guilabel:`Add a line`. Add the landed cost product to the vendor bill. + +Click the :icon:`fa-cloud-upload` :guilabel:`(Save)` icon to manually save and update the draft bill. .. image:: landed_costs/integrating-landed-costs-checkboxes.png @@ -114,14 +115,13 @@ Additionally, at the top of the form, a :guilabel:`Create Landed Costs` button a Add landed cost =============== -Once a landed cost is added to the vendor bill, click :guilabel:`Create Landed Costs` at the top of -the vendor bill. +Click :guilabel:`Create Landed Costs` at the top of the vendor bill. Doing so automatically creates a landed cost record, with a set landed cost pre-filled in the product line in the :guilabel:`Additional Costs` tab. From the :guilabel:`Landed Cost` form, click the :guilabel:`Transfers` drop-down menu, and select -which transfer the landed cost belongs to. +which transfer the landed cost belongs to. Only validated transfers can be selected. .. image:: landed_costs/integrating-landed-costs-transfers-menu.png :alt: Landed cost form with selected receipt transfer. @@ -136,28 +136,17 @@ After setting the picking from the :guilabel:`Transfers` drop-down menu, click : Click the :guilabel:`Valuation Adjustments` tab to see the impact of the landed costs. The :guilabel:`Original Value` column lists the original price of the |PO|, the :guilabel:`Additional -Landed Cost` column displays the landed cost, and the :guilabel:`New Value` displays the sum of the -two, for the total cost of the |PO|. +Landed Cost` column displays the landed cost, and the :guilabel:`New Value` column displays the sum +of the two, for the total cost of the |PO|. Once ready, click :guilabel:`Validate` to post the landed cost entry to the accounting journal. -This causes a :guilabel:`Valuation` smart button to appear at the top of the form. Click the -:guilabel:`Valuation` smart button to open a :guilabel:`Stock Valuation` page, with the product's -updated valuation listed. - -.. note:: - For a :guilabel:`Valuation` smart button to appear upon validation, the product's - :guilabel:`Product Type` **must** be set to :guilabel:`Storable`. - -To view the valuation of *every* product, including landed costs, navigate to -:menuselection:`Inventory app --> Reporting --> Valuation`. - .. note:: - Each journal entry created for a landed cost on a vendor bill can be viewed in the *Accounting* - app. + Each journal entry created for a landed cost on a vendor bill can be viewed in the + :menuselection:`Accounting` app. To locate these journal entries, navigate to :menuselection:`Accounting app --> Accounting --> - Journal Entries`, and locate the correct entry, by number (i.e. `PBNK1/2024/XXXXX`). + Journal Entries`, and locate the correct entry, by number (e.g. `STJ/2025/XXXXX`). 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