[IMP] barcode: overhaul inventory adj

closes #12461

Signed-off-by: Samuel Lieber (sali) <[email protected]>
Co-authored-by: larm-odoo <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: 3 people

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

@@ -1,137 +1,167 @@
-=========================================
-Apply inventory adjustments with barcodes
-=========================================
+==============================
+Adjust inventory with barcodes
+==============================
 
-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.
+An *inventory adjustment*, or inventory audit, is the process of verifying the physical stock of
+products against the quantities recorded in the database. Regular audits ensure accurate inventory
+records, prevent stock discrepancies, and maintain efficient operations. In a warehouse setting,
+managers typically assign inventory counts to employees, who then walk to designated locations, scan
+product barcodes, and adjust quantities as needed.
 
-These adjustments can be done in real time using an Odoo-compatible barcode scanner or the Odoo
-mobile app.
+Inventory adjustments can be completed through the **Barcode** application using a compatible
+scanner, or the Odoo mobile app.
 
 .. note::
-   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
+   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>`_.
 
 .. seealso::
    :doc:`../../inventory/warehouses_storage/inventory_management/count_products`
 
-Enable Barcode app
-==================
+.. tip::
+   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:`demo
+   data sheet` or :guilabel:`barcodes` in the banner above the scanner.
+
+   .. image:: adjustments/adjustments-barcode-stock-sheets.png
+      :alt: Demo data prompt pop-up on Barcode app main screen.
+
+Assigning inventory counts
+==========================
 
-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.
+Before performing an inventory count, managers can :ref:`assign <inventory/plan-counts>` counting
+tasks to employees. This can be done through :menuselection:`Inventory app --> Operations -->
+Physical Inventory` by selecting specific locations and products for counting, and assigning a
+:guilabel:`User` to them. Once assigned, users will see pending counts when they open the
+**Barcode** app.
 
-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`
-option.
+To view a requested inventory count, navigate to the :menuselection:`Barcode app` dashboard. If a
+count has been requested, the number of products to be counted is listed on the :guilabel:`Inventory
+count` button.
 
-Once the checkbox is ticked, click :guilabel:`Save` at the top of the page to save changes.
+.. image:: adjustments/assigned-count.png
+   :alt: The Barcode dashboard with an assigned count.
+
+Configuration
+=============
+
+Before an inventory adjustment can be performed with the **Barcode** app, the app has to be
+installed, and configured. Navigate to :menuselection:`Inventory app --> Configuration -->
+Settings`, and scroll to the :guilabel:`Barcode` section. Tick the checkbox next to
+:guilabel:`Barcode Scanner`, and click :guilabel:`Save` to save any changes. If necessary, click
+:guilabel:`Confirm` on the pop-up.
+
+.. danger::
+   Enabling the **Barcode** feature requires installing the **Barcode** application. Installing a
+   new application on a One-App-Free database triggers a fifteen-day trial. At the end of the trial,
+   if a paid subscription has not been added to the database, it will no longer be accessible.
 
 After saving, a new drop-down menu appears under the :guilabel:`Barcode Scanner` option, labeled
 :guilabel:`Barcode Nomenclature`, where either :guilabel:`Default Nomenclature` or
 :guilabel:`Default GS1 Nomenclature` can be selected. Each nomenclature option determines how
 scanners interpret barcodes in Odoo.
 
-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.
+To count products using barcodes, ensure that barcodes for products and storage locations are set up
+within Odoo first. Refer to this section for detailed instructions: :ref:`Set Product Barcodes
+<inventory/barcode/set-barcodes>`.
 
 .. image:: adjustments/adjustments-barcode-setting.png
-   :align: center
    :alt: Enabled Barcode feature in Inventory app settings.
 
-.. seealso::
-   For more information 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>` docs.
-
-Perform an inventory adjustment
-===============================
-
-Begin by navigating to the :menuselection:`Barcode app --> Barcode Scanning` dashboard, where
-different options will be displayed, including :guilabel:`Operations`, :guilabel:`Inventory
-Adjustments`, and :guilabel:`Batch Transfers`.
+.. _inventory/barcode/perform-count:
 
-To create and apply inventory adjustments, click on the :guilabel:`Inventory Adjustments` button at
-the bottom of the screen.
+Performing an inventory count
+=============================
 
-Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory
-Adjustment` in the top header section.
+To perform an inventory adjustment, first navigate to the :menuselection:`Barcode app`. If assigned
+counts exist, tap :guilabel:`Inventory Count` to view pending tasks.
 
 .. 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.
+Walk to the designated storage location, then scan the location barcode.
 
 .. 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.
+   does not need to be scanned. Instead, scan the product barcode to start the inventory adjustment.
+
+Doing so highlights the location and displays all of the products stored there. Scan the barcode of
+each product to adjust its count.
 
-Alternatively, the quantity can be changed by clicking the :guilabel:`✏️ (pencil)` icon on the far
-right of the product line.
+.. note::
+   If no counts have been assigned to a user, and the :ref:`Count Entire Locations
+   <inventory/barcode/count-location>` feature is **not** enabled, no products may appear after the
+   location barcode is scanned.
 
+Manually adjust quantities if necessary by tapping the :icon:`fa-pencil` :guilabel:`(edit)` icon.
 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 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
+   In the below inventory adjustment, the source location `WH/Stock/Shelf 1` 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
+   three 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.
+.. _inventory/barcode/count-location:
 
-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.
+Count entire locations
+----------------------
 
-.. admonition:: Did you know?
+The :guilabel:`Count Entire Locations` feature assigns a user to count all the products within a
+location once they scan the barcode for that location. This allows for easier cycle counts by
+assigning an entire location to a user by assigning a single product count. During cycle counts,
+users can ensure accurate inventory numbers, see if products that should be in a location are
+missing, or discover products incorrectly stored within a location.
 
-   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 enable this feature, navigate to :menuselection:`Inventory app --> Configuration --> Settings`,
+and scroll to the :guilabel:`Barcode` section. Tick the :guilabel:`Count Entire Locations` checkbox,
+then click :guilabel:`Save`.
 
-   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.
+.. important::
+   This setting is only visible if the :guilabel:`Storage Locations` checkbox is ticked.
 
-   .. image:: adjustments/adjustments-barcode-stock-sheets.png
-      :align: center
-      :alt: Demo data prompt pop-up on Barcode app main screen.
+To perform an inventory count of an entire location, navigate to :menuselection:`Barcode app -->
+Inventory Count`. Scan the desired location barcode. The app then displays all assigned products in
+that location. :ref:`Proceed with the count <inventory/barcode/perform-count>` as normal.
+
+Show quantity to count
+----------------------
 
-Manually add products to inventory adjustment
-=============================================
+When conducting an inventory count, the expected quantity of products is displayed by default, to
+provide the user with a baseline to use when performing the count. However, as this can result in
+users relying on this count instead of performing a new count, this quantity can be hidden.
 
-When the barcodes for the location or product are not available, Odoo *Barcode* can still be used to
-perform inventory adjustments.
+Navigate to :menuselection:`Inventory app --> Configuration --> Settings`. In the
+:guilabel:`Barcode` section, clear the :guilabel:`Show Quantity to Count` checkbox, then click
+:guilabel:`Save`.
 
-To do this, navigate to the :menuselection:`Barcode app --> Barcode Scanning --> Inventory
-Adjustments`.
+.. image:: adjustments/show-quantity-to-count-disabled.png
+   :alt: An inventory count without the show quantity to count feature enabled.
 
-Doing so navigates to the *Barcode Inventory Client Action* page, labeled as :guilabel:`Inventory
-Adjustment` in the top header section.
+Manually add products to an inventory count
+===========================================
 
-To manually add products to this adjustment, click the white :guilabel:`➕ Add Product` button at the
+When barcodes for location or products are not available, Odoo **Barcode** can still be used to
+perform inventory counts.
+
+To do this, navigate to the :menuselection:`Barcode app --> Inventory Count`.
+
+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.
+.. image:: adjustments/adjustments-keypad.png
+   :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
@@ -142,10 +172,17 @@ Below the number pad is the :guilabel:`location` line, which should read `WH/Sto
 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.
+Click :guilabel:`Confirm` to confirm the changes.
+
+Finalizing an inventory count
+=============================
 
-To apply the inventory adjustment, click the green :guilabel:`✅ Apply` button with the check mark,
-at the bottom of the page.
+After counting all of the products, review the entries to ensure all the counted quantities are
+accurately entered. To complete the inventory adjustment, click :guilabel:`Apply`.
+
+.. tip::
+   The :guilabel:`Validate` barcode can be scanned in place of clicking the :guilabel:`Apply`
+   button.
 
-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.
+Odoo then navigates back to the :guilabel:`Barcode Scanning` screen. A small green banner appears in
+the top-right corner, confirming the inventory count has been updated.

content/applications/inventory_and_mrp/barcode/operations/adjustments/adjustments-barcode-inventory-client-action.png

@@ -20,6 +20,8 @@ have ticked the feature, you can hit save.
 .. image:: software/software_01.png
     :align: center
 
+.. _inventory/barcode/set-barcodes:
+
 Set Product Barcodes
 ====================
 

content/applications/inventory_and_mrp/barcode/operations/adjustments/adjustments-barcode-scanner.png

@@ -269,6 +269,8 @@ desired month.
 
 Once all desired changes have been made, click :guilabel:`Save` to save all changes.
 
+.. _inventory/plan-counts:
+
 Plan big inventory counts
 -------------------------