[IMP] inventory: thd batch updates

content/applications/inventory_and_mrp/inventory/management.rst

@@ -11,6 +11,7 @@ Warehouse Management
    management/products
    management/warehouses
    management/replenishment_strategies
+   management/inventory_adjustments
    management/delivery
    management/incoming
    management/misc

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments.rst

@@ -0,0 +1,11 @@
+:nosearch:
+
+=====================
+Inventory adjustments
+=====================
+
+.. toctree::
+   :titlesonly:
+
+   inventory_adjustments/count_products
+   inventory_adjustments/cycle_counts

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst

@@ -0,0 +1,100 @@
+=====================
+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. The discrepancy between the two counts can be
+due to theft, damages, human errors, 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.
+
+In Odoo, inventory adjustments can be accessed through :menuselection:`Inventory --> Operations -->
+Inventory Adjustments`.
+
+The :guilabel:`Inventory Adjustments` page shows all products that are currently in stock. Each
+line contains the following information:
+
+- :guilabel:`Product`
+- :guilabel:`Lot/Serial Number`
+- :guilabel:`On Hand Quantity`
+
+Add a new line
+==============
+
+To add an inventory adjustment line, click :guilabel:`Create` and fill in the :guilabel:`Product`
+and :guilabel:`Counted Quantity` fields. Then click :guilabel:`Save`.
+
+At this stage, the count is recorded but not yet *applied*. Meaning the quantity on hand is not yet
+updated to match the new :guilabel:`Counted Quantity`.
+
+To apply the new :guilabel:`Counted Quantity`, click :guilabel:`Apply` on the line or the
+:guilabel:`Apply All` button on the top of the page. If :guilabel:`Apply All` is clicked, a
+reference or reason can be entered before clicking :guilabel:`Apply`.
+
+.. image:: count_products/apply-inventory-adjustment.png
+   :scale: 60%
+   :align: center
+   :alt: Apply all option applies the inventory adjustment once a reason is specified.
+
+Count products
+==============
+
+Counting products is a recurring activity in a warehouse. Once a count is complete, go to
+:menuselection:`Inventory --> Operations --> Inventory Adjustments` to update the
+:guilabel:`Counted Quantity` column for each product line.
+
+If a count matches the :guilabel:`On Hand Quantity` recorded in the database, click on
+:guilabel:`Set`, which will copy the value in the :guilabel:`On Hand Quantity` field and paste it
+in the :guilabel:`Counted Quantity` field. A move with `0.00` :guilabel:`Quantity Done` will be
+recorded in the product's inventory adjustment history.
+
+If a count does *not* match the :guilabel:`On Hand Quantity` recorded in the database, record the
+count in the :guilabel:`Counted Quantity` field. When :guilabel:`Apply` is clicked, a move with the
+difference between the :guilabel:`On Hand Quantity` and :guilabel:`Counted Quantity` will be
+recorded in the product's inventory adjustment history.
+
+.. image:: count_products/history-inventory-adjustments.png
+   :align: center
+   :alt: Inventory Adjustments History dashboard detailing a list of prior product moves.
+
+.. note::
+   Sometimes a count occurs, but can not be applied in the database right away. In the time between
+   the actual count and applying the inventory adjustment, product moves can occur. In that case,
+   the :guilabel:`On Hand Quantity` in the database can change and will not be consistent with the
+   counted quantity. As an extra caution measure, Odoo will ask for confirmation before applying
+   the inventory adjustment.
+
+Plan counts
+===========
+
+Each inventory adjustment line contains the following information:
+
+- :guilabel:`Scheduled Date`: the date at which a count should be made.
+- :guilabel:`User`: the person in charge of the count.
+- :guilabel:`Accounting Date`: the date at which the adjustments will be accounted. The column is
+  hidden by default, but can be made visible by opening the column options icon.
+
+.. important::
+   In the Barcode app, users can only view counts assigned to them that are scheduled for today or
+   earlier.
+
+To plan big counts, select the desired product lines on the :guilabel:`Inventory Adjustments` page.
+Then, click :guilabel:`Request a Count` and fill in the following information:
+
+- :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 :guilabel:`On Hand Quantity` of each product line blank, select
+  :guilabel:`Leave Empty`. To prefill the :guilabel:`On Hand Quantity` of each product line with
+  the current value recorded in the database, select :guilabel:`Set Current Value`.
+
+Finally, click :guilabel:`Confirm` to request the count.
+
+By default, after an inventory adjustment is applied, the scheduled date for the next count is the
+31st of December of the current year. To modify the default scheduled date, go to
+:menuselection:`Inventory --> Configuration --> Settings --> Operations` and change the date in the
+:guilabel:`Annual Inventory Day and Month` setting.
+
+.. image:: count_products/annual-inventory.png
+   :align: center
+   :alt: Adjust the next inventory count date with the Annual Inventory Day and Month setting.

content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst

@@ -0,0 +1,41 @@
+============
+Cycle counts
+============
+
+In most companies, the stock is only counted once a year. That's why by default, after making an
+inventory adjustment in Odoo, the scheduled date for the next count is set on the 31st of
+December. However, for some businesses it's crucial to have an accurate inventory count at all
+times.
+
+The goal of cycle counts is to keep critical stock levels accurate by counting more often at key
+locations.
+
+Configuration
+=============
+
+In Odoo, cycle counts are location-based. The frequency of the counts is defined by the storage
+location. To activate storage locations, go to :menuselection:`Inventory --> Configuration -->
+Settings --> Warehouse` and activate the :guilabel:`Storage Locations` setting. Next, click
+:guilabel:`Save` to apply the setting.
+
+.. image:: cycle_counts/storage-locations-setting.png
+   :align: center
+   :alt: Enable Storage Locations in Odoo settings.
+
+Change the inventory frequency
+==============================
+
+To change a location's inventory frequency, first, go to the locations by clicking
+:menuselection:`Inventory --> Configuration --> Locations`.
+
+Then, click on a location to open the location settings. Next, click on :guilabel:`Edit`. In the
+:guilabel:`Inventory Frequency (Days)` field, set the number of days. For example, a location that
+needs an inventory count every 30 days would set the :guilabel:`Inventory Frequency (Days)` value
+to `30`. Once the value is entered, click :guilabel:`Save` to apply the setting to the location.
+Now, once an inventory adjustment is applied to this location, the next scheduled count date will
+be automatically set based on the number of days in the :guilabel:`Inventory Frequency (Days)`
+setting.
+
+.. image:: cycle_counts/inventory-frequency.png
+   :align: center
+   :alt: Edit a location to change the inventory frequency.

content/applications/inventory_and_mrp/inventory/management/misc.rst

@@ -10,3 +10,4 @@ Miscellaneous Operations
 
    misc/owned_stock
    misc/batch_transfers
+   misc/wave_transfers

content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst

@@ -0,0 +1,68 @@
+======================
+Process wave transfers
+======================
+
+While a batch transfer is a group of several pickings, a **wave transfer** only contains some parts
+of different pickings. Both methods are used to pick orders in a warehouse, and depending on the
+situation, one method may be a better fit than the other.
+
+To handle orders of a specific product category, or fetch products that are at the same location,
+wave transfers are the ideal method.
+
+In Odoo, wave transfers are actually batch transfers with an extra step: transfers are split before
+being grouped in a batch.
+
+Configuration
+=============
+
+Before a wave transfer can be created, the :guilabel:`Batch Transfers` and :guilabel:`Wave
+Transfers` options must be activated.
+
+First, go to :menuselection:`Inventory --> Configuration --> Settings`. In the
+:guilabel:`Operations` section, enable :guilabel:`Batch Transfers` and :guilabel:`Wave Transfers`.
+Then, click :guilabel:`Save` to apply the settings.
+
+.. image:: wave_transfers/wave-transfers-setting.png
+   :align: center
+   :alt: View of Odoo Inventory app settings to enable the wave transfers option.
+
+Add products to a wave
+======================
+
+Now that the settings are activated, start a wave transfer by adding products to a wave.
+
+Wave transfers can only contain product lines from transfers of the same operation type. To view
+all the transfers and product lines in a specific operation, first go to the :guilabel:`Inventory`
+dashboard and locate the desired operation type's card. Then, open the options menu (the three dots
+icon in the corner of the operation type's card) and click :guilabel:`Operations`.
+
+.. image:: wave_transfers/list-of-operations.png
+   :align: center
+   :alt: How to get an operation type's list of operations.
+
+On the operations page, select the product lines you want to add in a new or existing wave. Then,
+click :guilabel:`Add to Wave`.
+
+.. image:: wave_transfers/select-lines.png
+   :align: center
+   :alt: Select lines to add to the wave.
+
+.. tip::
+   Use the :guilabel:`Filters` in the search bar to group lines with the same product, location,
+   carrier, etc...
+
+After that, a pop-up box appears.
+
+To add the selected lines to an existing wave transfer, select the :guilabel:`an existing wave
+transfer` option and select the existing wave transfer from the drop-down menu.
+
+To create a new wave transfer, select the :guilabel:`a new wave transfer` option. If creating a new
+wave transfer, an employee can also be set in the optional :guilabel:`Responsible` field. Once the
+desired options are selected, click :guilabel:`Confirm` to add the product lines to a wave.
+
+View wave transfers
+===================
+
+To view all wave transfers and their statuses, go to :menuselection:`Inventory --> Operations -->
+Wave Transfers`. Wave transfers can also be viewed in the :guilabel:`Barcode` app by going to
+:menuselection:`Barcode --> Batch Transfers`.