Adjust inventory with barcodes

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.

Inventory adjustments can be completed through the Barcode application using a compatible scanner, or the Odoo mobile app.

注解

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.

更多内容

库存盘点

小技巧

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 Barcode app and click demo data sheet or barcodes in the banner above the scanner.

在条码应用程序主屏幕上弹出演示数据提示。

Assigning inventory counts

Before performing an inventory count, managers can assign counting tasks to employees. This can be done through Inventory app ‣ Operations ‣ Physical Inventory by selecting specific locations and products for counting, and assigning a User to them. Once assigned, users will see pending counts when they open the Barcode app.

To view a requested inventory count, navigate to the Barcode app dashboard. If a count has been requested, the number of products to be counted is listed on the Inventory count button.

The Barcode dashboard with an assigned count.

配置

Before an inventory adjustment can be performed with the Barcode app, the app has to be installed, and configured. Navigate to Inventory app ‣ Configuration ‣ Settings, and scroll to the Barcode section. Tick the checkbox next to Barcode Scanner, and click Save to save any changes. If necessary, click Confirm on the pop-up.

危险

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.

保存后,在 条形码扫描仪 选项下会出现一个新的下拉菜单,标有 条形码命名法,可选择 默认命名法默认 GS1 命名法。每个命名法选项决定扫描仪在 Odoo 中如何解析条形码。

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: Set Product Barcodes.

在库存应用程序设置中启用条形码功能。

Performing an inventory count

To perform an inventory adjustment, first navigate to the Barcode app. If assigned counts exist, tap Inventory Count to view pending tasks.

带有扫描仪的条形码应用程序启动屏幕。

Walk to the designated storage location, then scan the location barcode.

小技巧

If the warehouse multi-location feature is not enabled in the database, a source location 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.

注解

If no counts have been assigned to a user, and the Count Entire Locations feature is not enabled, no products may appear after the location barcode is scanned.

Manually adjust quantities if necessary by tapping the (edit) icon. Doing so opens a separate window with a keypad. Edit the number in the Quantity line to change the quantity. Additionally, the +1 and -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 1 was scanned, assigning the location. Then, the barcode for the product [FURN_7888] Desk Stand with Screen was scanned three times, increasing the units in the adjustment. Additional products can be added to this adjustment by scanning the barcodes for those specific products.

条形码库存客户端操作页面,可进行库存调整。

Count entire locations

The 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.

To enable this feature, navigate to Inventory app ‣ Configuration ‣ Settings, and scroll to the Barcode section. Tick the Count Entire Locations checkbox, then click Save.

重要

This setting is only visible if the Storage Locations checkbox is ticked.

To perform an inventory count of an entire location, navigate to Barcode app ‣ Inventory Count. Scan the desired location barcode. The app then displays all assigned products in that location. Proceed with the count as normal.

Show quantity to count

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.

Navigate to Inventory app ‣ Configuration ‣ Settings. In the Barcode section, clear the Show Quantity to Count checkbox, then click Save.

An inventory count without the show quantity to count feature enabled.

Manually add products to an inventory count

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 Barcode app ‣ Inventory Count.

To manually add products to this adjustment, click the white Add Product button at the bottom of the screen.

这将跳转到一个新的空白页面,在此必须选择所需的产品、数量和来源地。

在条形码库存客户端操作页面上添加产品的小键盘。

首先,单击 产品 行,选择需要调整库存数量的产品。然后,手动输入该产品的数量,方法是直接更改 数量 行中的 1,或点击 +1-1 按钮来增加或减少产品数量。数字键盘也可用于添加数量。

数字键盘下方是 位置 行,默认为 WH/Stock。单击该行可显示下拉菜单,选择库存调整的 源位置

Click Confirm to confirm the changes.

Finalizing an inventory count

After counting all of the products, review the entries to ensure all the counted quantities are accurately entered. To complete the inventory adjustment, click Apply.

小技巧

The Validate barcode can be scanned in place of clicking the Apply button.

Odoo then navigates back to the Barcode Scanning screen. A small green banner appears in the top-right corner, confirming the inventory count has been updated.