定期盘点

大多数公司,仓库库存一次每年就足够了。因此,默认情况下,在 Odoo 中完成库存调整后,下一次库存盘点计划日期为当前年的 12 月 31 日。

然而,对于某些公司,它们需要有准确的库存盘点。这些公司使用 定期盘点 来确保 库存库存与库存记录匹配。定期盘点是一种方法,通过它,公司会更频繁地盘点某些 地点上的库存,以确保其物理库存计数与库存记录匹配。

配置

在 Odoo 中,定期盘点是按位置进行的。因此,在开始定期盘点之前,需要启用库存位置功能。

要启用此功能,请导航至 库存 ‣ 设置 ‣ 库存设置,向下滚动至 仓库 部分。然后,在 库存位置 后的复选框旁勾选复选框,并 点击 保存

库存设置中启用库存位置功能

修改库存盘点频率

一旦启用了库存位置功能,并且仓库中创建了多个位置,库存盘点频率也可以针对特定位置进行修改。

要查看和编辑位置,请导航至 库存 ‣ 配置 ‣ 位置。这将显示一个 位置 页,该页包含当前创建并列出的仓库中的所有位置。

From this page, click into a location to reveal the settings and configuration page for that location.

Under the Cyclic Counting section, locate the Inventory Frequency (Days) field, which should be set to 0 by default (if this location has not been edited previously). In this field, change the value to any number of days desired for the frequency of counts.

位置频率设置

Example

需要每 30 天清点一次库存的位置应将 库存频率(天数) 值设置为 30

Now, once an inventory adjustment is applied to this location, the next scheduled count date is automatically set, based on the value entered into the Inventory Frequency (Days) field.

按位置计算库存

To perform a cycle count for a specific location in the warehouse, navigate to Inventory app ‣ Operations ‣ Physical Inventory. This reveals an Inventory Adjustments page containing all products currently in-stock, with each product listed on its own line.

From this page, the Filters and Group By options (accessible by clicking the ⬇️ (down arrow) icon, to the right of the Search… bar), can be used to select specific locations and perform inventory counts.

To select a specific location, and view all products within that location, click the ⬇️ (down arrow) icon, to the right of the Search… bar. Then, in the Group By column, click Add Custom Group to reveal a new drop-down menu.

Filters and Group By menu on Inventory Adjustments page.

Click Location from the drop-down menu. Doing so sorts products into their storage locations on the Inventory Adjustments page, and a cycle count can be performed for all products in that location.

Tip

In large warehouses with multiple locations and a high volume of products, it might be easier to search for the specific location desired. To do this, from the Inventory Adjustments page, click the ⬇️ (down arrow) icon to the right of the Search… bar.

Then, in the Filters column, click Add Custom Filter to open an Add Custom Filter pop-up window.

In the first field, click the value and select Location from the list of options. Select contains in the second field. In the third field, type in the name of the location being searched for.

Click Add for that location to appear on the page.

Add Custom Filter pop-up window with location values entered.

更改全面库存清点频率

While cycle counts are typically performed per location, the scheduled date for full inventory counts of all in-stock products in the warehouse can also be manually changed, to push the date up sooner than the date listed.

To modify the default scheduled date, go to Inventory app ‣ Configuration ‣ Settings. Then, in the Operations section, locate the Annual Inventory Day and Month setting field, which includes a drop-down field that is set to 31 December, by default.

库存应用程序设置中的频率字段。

要更改日期,请单击 31 ,然后根据所需的年份月份,将其更改为 1-31 范围内的某一天。

如要更改月份,请单击 12 月 显示下拉菜单,并选择所需的月份。

Once all necessary changes have been made, click Save.