odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.md

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+---
+title: "Zebra label configuration"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/zebra.html"
+---
+
+=========================
+# Zebra label configuration
+
+.. |ZPL| replace:: :abbr:`ZPL (Zebra Programming Language)`
+
+In Odoo, labels printed in the Zebra Programming Language (ZPL) file format are designed to fit a
+four-by-six inch label. To resize (or reformat) text to fit a variety of |ZPL| label sizes,
+:ref:`navigate to the ZPL label view <inventory/shipping_receiving/zpl-view>`, and alter the |ZPL|
+code.
+
+> **warning**:
+>    When customizing code in Odoo, please note that upgrading the database to newer versions may
+   break custom |ZPL| code. **Customers are responsible for maintaining their custom code**.
+
+Refer to the following sections for explanations, and example code, for frequently requested Zebra
+label customizations.
+
+- :ref:`Adjust margins <inventory/shipping_receiving/margin>`
+- :ref:`Enlarge/minimize barcodes <inventory/shipping_receiving/resize>`
+- :ref:`Rotate elements <inventory/shipping_receiving/rotate>`
+
+.. _inventory/shipping_receiving/zpl-view:
+
+# Navigate to ZPL label view
+
+To begin customizing a Zebra label in Odoo, turn on :ref:`developer mode <developer-mode>`, and on
+the main Odoo dashboard, type `Reports`. From the search results that appear in the resulting pop-up
+window, choose :guilabel:`Settings / Technical / Reporting / Reports` to open the
+:guilabel:`Reports` page.
+
+> **note**:
+>    To manually navigate to the :guilabel:`Reports` page, go to :menuselection:`Settings app -->
+   Technical --> Reporting: Reports`.
+
+.. image:: zebra/search.png
+   :align: center
+   :alt: Show global search result for "Reports".
+
+On the :guilabel:`Reports` page, in the :guilabel:`Search...` bar, type `ZPL`, and hit :kbd:`Enter`.
+Upon doing so, Odoo presents a list of available Zebra labels in Odoo. Select the desired Zebra
+label from the list to modify it on a separate page.
+
+> **note**:
+>    Printable ZPL labels in Odoo:
+
+   - :ref:`lot/serial number <inventory/shipping_receiving/lot-sn-labels>`
+   - operation type
+   - package barcode
+   - :ref:`product label <inventory/shipping_receiving/product-labels>`
+   - product packaging
+   - finished product (Odoo *Manufacturing* app required)
+
+Next, click the :icon:`fa-code` :guilabel:`Qweb Views` smart button, and choose the desired label
+:doc:`view <../../../../../developer/reference/user_interface/view_records>`.
+
+.. figure:: zebra/qweb-views.png
+   :align: center
+   :alt: Show Qweb smart button on the Lot and Serial Number (ZPL) report.
+
+   **Lot and Serial Number (ZPL)** report, highlighting the Qweb smart button.
+
+On the resulting view form, go to the :guilabel:`Architecture` tab to view the |ZPL| code.
+
+> **important**:
+>    To ensure the customization is **not** overwritten during an update, click the :icon:`fa-bug`
+   :guilabel:`(bug)` icon on the view page. Then, select the :guilabel:`View Metadata` option from
+   the resulting drop-down menu, in order to open the :guilabel:`View Metadata` pop-up window. Then,
+   ensure the :guilabel:`No Update` field is set to :guilabel:`true (change)`. Click :guilabel:`Ok`
+   to exit the :guilabel:`View Metadata` pop-up window.
+
+.. image:: zebra/architecture.png
+   :align: center
+   :alt: Architecture tab in the view.
+
+.. _inventory/shipping_receiving/margin:
+
+# Adjust margin
+
+Text gets cut off from standard |ZPL| labels printed in Odoo when the line exceeds fifty-five
+characters. To fit long product names, or lot numbers, on a single line, adjust the margin.
+
+To begin, navigate to the :ref:`ZPL code of the label <inventory/shipping_receiving/zpl-view>` in
+the :guilabel:`Architecture` tab. In the |ZPL| code for product labels, look for the `^FT` command,
+which specifies where to start placing the text, or graphic element, on the label. The two numbers
+immediately following `^FT` define the x-coordinate and y-coordinate in dots (:dfn:`similar to
+pixels for printers`) from the left and top margins.
+
+> **important**:
+>    When customizing lot/serial number labels, look for the `^FO` command, instead of `^FT`.
+
+.. example::
+
+    The following is an example where the product's name gets cut off with Odoo's default |ZPL|
+    formatting. In the **Fixed** tab, the x-coordinate of the starting position of the label is
+    changed from `^FT100,80` to `^FT0,80`, to fit the entire name.
+
+.. tabs::
+
+   .. tab:: Default
+
+      .. image:: zebra/default-margin.png
+         :align: center
+         :alt: Example barcode label with the product name cut off.
+
+      **Code**:
+
+      ```xml
+
+         ^XA^CI28
+         ^FT100,80^A0N,40,30^FD[E-COM11] Cabinet with Doors (wood: Cherry, handles: brass)^FS
+         ...
+         ^XZ
+
+   .. tab:: Modified
+
+      .. image:: zebra/fixed-margin.png
+         :align: center
+         :alt: Example barcode label with the product name margin adjusted to the left.
+
+      **Code**:
+
+      ```xml
+
+         ^XA^CI28
+         ^FT0,80^A0N,40,30^FD[E-COM11] Cabinet with Doors (wood: Cherry, handles: brass)^FS
+         ...
+         ^XZ
+
+.. _inventory/shipping_receiving/resize:
+
+# Resize barcode
+
+To adjust the size of the barcode to scale, begin by navigating to the :ref:`ZPL code of the label
+<inventory/shipping_receiving/zpl-view>` in the :guilabel:`Architecture` tab. Look for the `^FO`
+command (typically in the third line), which is the starting point of the margin for the barcode.
+
+The `^BY` command configures barcode size, and takes three numbers: bar width, width of wide bars
+relative to narrow bars, and bar height. By default, |ZPL| code in Odoo uses `^BY3`, setting the bar
+width to three dots, a typical size that is easy for barcode scanners to read.
+
+.. example::
+   To shrink the barcode to scale, `^BY3` is reduced to `^BY2`.
+
+.. tabs::
+
+   .. tab:: Default
+
+      .. image:: zebra/normal-barcode.png
+         :align: center
+         :alt: Example barcode label.
+
+      **Code**:
+
+      ```xml
+
+         ^XA^CI28
+         ...
+         ^FO100,160^BY3
+         ...
+         ^XZ
+
+   .. tab:: Modified
+
+      .. image:: zebra/shrink-barcode.png
+         :align: center
+         :alt: Example barcode label with the barcode size reduced.
+
+      **Code**:
+
+      ```xml
+
+         ^XA^CI28
+         ...
+         ^FO100,160^BY2
+         ...
+         ^XZ
+
+.. _inventory/shipping_receiving/rotate:
+
+# Rotate elements
+
+To rotate elements in |ZPL|, begin by navigating to the :ref:`ZPL code of the label
+<inventory/shipping_receiving/zpl-view>` in the :guilabel:`Architecture` tab.
+
+The `^BC` command's first parameter (:dfn:`information that affects the behavior of the command`)
+defines the rotation of an item, which can be:
+
+- `N`: display normally
+- `R`: rotate 90 degrees
+- `I`: rotate 180 degrees
+- `B`: rotate 270 degrees
+
+.. example::
+   To rotate the barcode, `^BCN` is changed to `^BCB`.
+
+.. tabs::
+
+   .. tab:: Default
+
+      .. image:: zebra/lot.png
+         :align: center
+         :alt: Example barcode label.
+
+      **Code**:
+
+      ```xml
+
+         ^XA^CI28
+         ...
+         ^BCN,100,Y,N,N
+         ...
+         ^XZ
+
+   .. tab:: Modified
+
+      .. image:: zebra/rotate.png
+         :align: center
+         :alt: Example barcode label with the barcode rotated.
+
+      **Code**:
+
+      ```xml
+
+          ^XA^CI28
+          ...
+          ^BCB,100,Y,N,N
+          ...
+          ^XZ
+

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.html"
+---
+
+:show-content:
+# 
+# Delivery methods
+
+When activated in Odoo, the *Delivery Methods* setting adds the option of calculating the cost of
+shipping on sales orders and e-commerce shopping carts.
+
+When integrated with a :ref:`third-party carrier <inventory/shipping/third_party>`, shipping prices
+are calculated based on the carrier's pricing information.
+
+.. seealso::
+   - :ref:`Third-party shipping carrier setup <inventory/shipping/third_party>`
+   - [Odoo Tutorials: Delivery Prices
+     ](https://www.odoo.com/slides/slide/delivery-prices-613?fullscreen=1)
+
+# Configuration
+
+To calculate shipping on sales orders and e-commerce, the *Delivery Costs* module must be installed.
+To do so, navigate to the :menuselection:`Apps` application from the main Odoo dashboard.
+
+Then, remove the :guilabel:`Apps` filter, and type in `Delivery Costs` in the :guilabel:`Search...`
+bar. After finding the :guilabel:`Delivery Costs` module, click :guilabel:`Activate` to install it.
+
+.. image:: setup_configuration/install-module.png
+   :alt: Install the Delivery Costs module.
+
+.. _inventory/shipping/sales-order:
+
+# Add shipping
+
+Shipping methods can be added to sales orders in the form of delivery products, which appear as
+individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales
+app --> Orders --> Orders`.
+
+On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a
+shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list.
+
+The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the
+:guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and
+then click :guilabel:`Add` to add the shipping method.
+
+> **note**:
+>    The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined
+   on the product form.
+
+The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on
+the shipping method form.
+
+.. example::
+   `Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order
+   `S00088`.
+
+     .. image:: setup_configuration/delivery-product.png
+        :alt: Show delivery order on the sales order line.
+
+## Delivery order
+
+The shipping method added to the sales order is linked to the shipping carrier details on the
+delivery order. To add or change the delivery method on the delivery itself, go to the
+:guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field.
+
+.. image:: setup_configuration/delivery-order.png
+   :alt: Shipping carrier information on the delivery form.
+
+.. toctree::
+   :titlesonly:
+
+   setup_configuration/new_delivery_method
+   setup_configuration/third_party_shipper
+   setup_configuration/labels
+   setup_configuration/bpost
+   setup_configuration/dhl_credentials
+   setup_configuration/envia_shipping
+   setup_configuration/fedex
+   setup_configuration/sendcloud_shipping
+   setup_configuration/starshipit_shipping
+   setup_configuration/ups_credentials
+   setup_configuration/zebra
+   setup_configuration/cancel
+   setup_configuration/invoicing
+   setup_configuration/label_type
+   setup_configuration/multipack
+   setup_configuration/print_on_validation
+   setup_configuration/dispatch

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/shipping_receiving.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/shipping_receiving.html"
+---
+
+:nosearch:
+# 
+# Shipping and receiving
+
+.. toctree::
+   :titlesonly:
+
+   shipping_receiving/daily_operations
+   shipping_receiving/setup_configuration
+   shipping_receiving/reservation_methods
+   shipping_receiving/picking_methods
+   shipping_receiving/removal_strategies

package/payload/skills/odoo18-docs/references/docs/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.md

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+---
+title: "Inventory adjustments"
+source_url: "https://docs.odoo.sbggai.top/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.html"
+---
+
+=====================
+# Inventory adjustments
+
+.. |Ia| replace:: Inventory adjustments
+.. |ia| replace:: 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. Discrepancy between counts can be due to
+damage, human error, theft, 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.
+
+# Inventory Adjustments page
+
+To view the :guilabel:`Inventory Adjustments` page, navigate to :menuselection:`Inventory app -->
+Operations --> Physical Inventory`.
+
+.. image:: count_products/inventory-adjustments-page.png
+   :alt: In stock products listed on the Inventory adjustments page.
+
+The :guilabel:`Inventory Adjustments` page lists all products that are currently in stock.
+
+> **note**:
+>    Only products with a quantity greater than zero are listed on the :guilabel:`Inventory
+   Adjustments` page. To view product lines with zero current quantity, go to
+   :menuselection:`Inventory app --> Reporting --> Stock`.
+
+For each product line, the following information is listed:
+
+- :guilabel:`Location`: the specific location in the warehouse where a product is stored. This
+  column is **only** visible if :doc:`Storage Locations <use_locations>` are enabled.
+- :guilabel:`Favorite`: identifies products that have been favorited.
+- :guilabel:`Product`: the product whose quantity is listed on the inventory adjustment line.
+- :guilabel:`Lot/Serial Number`: the tracking identifier assigned to the specific product listed. It
+  can contain letters, numbers, or a combination of both.
+
+> **note**:
+>    If a specific product has a quantity of more than `1.00` in stock, and more than one serial
+   number, or lot number, assigned to it, each uniquely-identified product is displayed on its own
+   product line with its own lot/serial number, displayed under the :guilabel:`Lot/Serial Number`
+   column.
+
+- :guilabel:`Expiration Date`: the date on which the goods with this serial number are due to
+  expire.
+- :guilabel:`Last Count Date`: the last time the quantity was updated.
+- :guilabel:`Package`: the package containing the quantity listed.
+- :guilabel:`On Hand Quantity`: the quantity of the product currently recorded in the database.
+- :guilabel:`Unit`: the *unit of measure* in which the product is measured. Unless otherwise
+  specified (e.g., in :guilabel:`Pounds` or :guilabel:`Ounces`), the default :abbr:`UoM (Unit of
+  Measure)` is :guilabel:`Units`.
+- :guilabel:`Counted Quantity`: the real quantity counted during an inventory count. This field is
+  left blank by default but can be changed, depending on if it matches the :guilabel:`On Hand
+  Quantity` or not.
+- :guilabel:`Difference`: the difference between the :guilabel:`On Hand Quantity` and
+  :guilabel:`Counted Quantity`, once an inventory adjustment is made. The difference is
+  automatically calculated after every inventory adjustment.
+- :guilabel:`Scheduled Date`: the date at which a count should be made. If not otherwise specified,
+  this date will default to the 31st of December of the current year.
+- :guilabel:`User`: the person assigned to the count in the database. This can either be the person
+  physically counting the inventory, or applying the count in the database.
+
+> **tip**:
+>    Additional columns are hidden by default. To reveal these columns, click the
+   :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the far right of the form's top row, and
+   reveal any desired column by ticking the checkbox next to that option.
+
+.. _inventory/create-adjustment:
+
+## Create an inventory adjustment
+
+To create a new inventory adjustment from the :menuselection:`Inventory Adjustments` page, click
+:guilabel:`New`. Doing so creates a new, blank inventory adjustment line at the bottom of the page.
+
+> **tip**:
+>    |Ia| can also be created from the :guilabel:`Forecasted Report` on an individual
+   product record. To open the report, navigate to a product record and click the
+   :guilabel:`Forecasted` smart button. Then, at the top of the page, click :guilabel:`Update
+   Quantity`, then :guilabel:`New`.
+
+   .. image:: count_products/forecast-report.png
+      :alt: The Update Quantities button on a Forecast report in the Inventory app.
+
+On this blank inventory adjustment line, click the drop-down menu under the :guilabel:`Product`
+column, and select a product. If the selected product is tracked using either lots or serial
+numbers, the desired lot or serial number needs to be chosen from the drop-down menu under the
+:guilabel:`Lot/Serial Number` column.
+
+> **tip**:
+>    The inventory adjustment line can also be used to create or record lots and serial numbers.
+
+Next, set the value in the :guilabel:`Counted Quantity` column to the quantity counted for that
+product during the inventory adjustment process.
+
+To the right of the :guilabel:`Counted Quantity` column, the :guilabel:`Scheduled Date` and
+:guilabel:`User` can also be changed via their respective drop-down menus. Changing the
+:guilabel:`Scheduled Date` changes the date that the inventory adjustment should be processed on,
+and selecting a responsible :guilabel:`User` assigns a user to the specific inventory adjustment
+for traceability purposes.
+
+Once all changes have been made to the new inventory adjustment line, click away from the line.
+Doing so saves the adjustment, and moves the line to the top of the page.
+
+If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in
+the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the
+:guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the
+quantities match, and have not been changed at all, no value appears in the :guilabel:`Difference`
+column.
+
+.. image:: count_products/difference-column.png
+   :alt: Difference column on inventory adjustments page.
+
+At this stage, the count (:dfn:`inventory adjustment`) is recorded, but not yet applied. This means
+that the quantity on hand before the adjustment has not yet been updated to match the new, real
+counted quantity.
+
+.. _inventory/apply-adjustment:
+
+## Apply adjusted count
+
+|Ia| can be completed in several ways. The first way is to click the
+:guilabel:`Apply` button on the line at the far right of the page. The second way is to tick the
+checkbox on the far left of the line. Doing so reveals new button options at the top of the page,
+one of which is an :guilabel:`Apply` button. Clicking this button instead causes an
+:guilabel:`Inventory Adjustment` pop-up window to appear.
+
+From this pop-up menu, a reference or reason can be assigned to the inventory adjustment. By
+default, the :guilabel:`Inventory Reason` field is pre-populated with today's date, the date the
+adjustment is being made on, but can be changed to reflect whatever reference or reason is desired.
+
+Once ready, click :guilabel:`Apply` to apply the inventory adjustment.
+
+> **note**:
+>    Applying an inventory adjustment simultaneously creates a :doc:`stock move line (SML)
+   <../reporting/moves_history>` in the *Moves History* report for traceability.
+
+.. image:: count_products/apply-inventory-adjustment.png
+   :alt: Apply all option applies the inventory adjustment once a reason is specified.
+
+# Relocate products
+
+|Ia| can also be used to relocate products to different storage locations, or to
+different packages. To relocate a product, tick the checkbox at the far left of the line for the
+desired product. At the top of the page, click the :guilabel:`Relocate` button. Doing so opens a
+pop-up.
+
+.. image:: count_products/relocate-popup.png
+   :alt: The Relocate products pop-up on the Inventory Adjustments page.
+
+On the resulting pop-up, enter the following information:
+
+- :guilabel:`To Location`: the new location for the products.
+- :guilabel:`To Package`: the new package for the products.
+- :guilabel:`Reason for relocation`: the reason for the move.
+
+> **important**:
+>    Product relocations **only** work on internal locations. Products **cannot** be moved between
+   companies.
+
+   Only users with *Administrator* rights can perform product relocations.
+
+# Set to zero
+
+|Ia| can also be used to clear inventory counts by setting the quantity to zero. To do this, tick
+the checkbox at the far left of the line for the desired product. At the top of the page, click the
+:icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu. Click :guilabel:`Set to 0`.
+Once this is complete, :ref:`apply <inventory/apply-adjustment>` the adjusted count.
+
+# Count products
+
+Counting products is a recurring activity in a warehouse. Once a count is complete, go to
+:menuselection:`Inventory app --> Operations --> Physical Inventory` to update the
+:guilabel:`Counted Quantity` column for each product line.
+
+On each product line, identify whether the value in the :guilabel:`On Hand Quantity` column recorded
+in the database matches the newly-counted value. If the recorded value and the counted value do
+match, click the :icon:`fa-bullseye` :guilabel:`Set` icon at the far right of the product line.
+
+Doing so copies the value from the :guilabel:`On Hand Quantity` column over to the
+:guilabel:`Counted Quantity` column, and sets the value of the :guilabel:`Difference` column to
+`0.00`. Subsequently, once applied, an inventory move with `0.00` :guilabel:`Quantity Done` is
+recorded in the product's inventory adjustment history.
+
+.. image:: count_products/zero-move.png
+   :alt: Zero count inventory adjustment move.
+
+If the newly-counted value for a given product does **not** match the value in the :guilabel:`On
+Hand Quantity` recorded in the database, instead of clicking the :icon:`fa-bullseye` :guilabel:`Set`
+icon, record the real value in the field in the :guilabel:`Counted Quantity` column.
+
+To do so, click the field in the :guilabel:`Counted Quantity` column on the specific inventory
+adjustment line for the product whose count is being changed. This automatically assigns a
+:guilabel:`Counted Quantity` of `0.00`.
+
+To change this value, type in a new value that matches the real, newly-counted value. Then, click
+away from the line. Doing so saves the adjustment, and automatically adjusts the value in the
+:guilabel:`Difference` column.
+
+If the :guilabel:`Counted Quantity` is greater than the :guilabel:`On Hand Quantity`, the value in
+the :guilabel:`Difference` column is **green**. If the :guilabel:`Counted Quantity` is less than the
+:guilabel:`On Hand Quantity`, the value in the :guilabel:`Difference` column is **red**. If the
+quantities match, and have not been changed at all, no value appears in the :guilabel:`Difference`
+column.
+
+Subsequently, once applied, a move with the difference between the :guilabel:`On Hand Quantity` and
+the :guilabel:`Counted Quantity` is recorded in the product's inventory adjustment history.
+
+.. image:: count_products/history-inventory-adjustments.png
+   :alt: Inventory Adjustments History dashboard detailing a list of prior product moves.
+
+The :guilabel:`Actions` menu appears when one or more products' checkboxes are selected. The
+:guilabel:`Actions` menu includes the option to :guilabel:`Set to quantity on hand`, which sets the
+selected products' :guilabel:`Counted Quantity` to the :guilabel:`On Hand Quantity`, and
+:guilabel:`Set to 0`, which sets the selected products' :guilabel:`Counted Quantity` to zero.
+
+.. image:: count_products/inventory-adjustment-actions.png
+   :alt: Inventory Adjustments Actions menu.
+
+> **important**:
+>    Sometimes a count occurs, but cannot 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 on-hand quantity in the database can change and no longer be consistent with the counted
+   quantity. As an extra precaution, Odoo asks for confirmation before applying the inventory
+   adjustment.
+
+# Revert an inventory adjustment
+
+To revert the changes made in an inventory adjustment, navigate to :menuselection:`Inventory -->
+Reporting --> Moves History`.
+
+Tick the checkbox at the far left of the line for the desired product. At the top of the page, click
+the :icon:`fa-gear` :guilabel:`Actions` button to open a drop-down menu, and click :guilabel:`Revert
+Inventory Adjustment`.
+
+> **note**:
+>    After an inventory adjustment is reverted, the line is not removed from the :guilabel:`Moves
+   History` report. Instead, an additional line is added, this time with the word `[reverted]` added
+   to the :guilabel:`Reference` column.
+
+   .. image:: count_products/reverted-adjustment.png
+      :alt: The reference fields on the Moves History report in the Inventory app.
+
+# Change inventory count frequency
+
+By default, the *scheduled date* for |ia| are always scheduled for the 31st of December of the
+current year. However, for some companies, it is crucial that they have an accurate inventory count
+at all times. In such cases, the default scheduled date can be modified.
+
+To modify the default scheduled date, go to :menuselection:`Inventory app --> Configuration -->
+Settings`. Then, in the :guilabel:`Operations` section, locate the :guilabel:`Annual Inventory Day
+and Month` setting, which includes a drop-down menu that is set to `31 December` by default.
+
+.. image:: count_products/annual-inventory.png
+   :alt: Adjust the next inventory count date with the Annual Inventory Day and Month setting.
+
+To change the day, click the `31`, enter a number from `1-31`, depending on the desired month of the
+year.
+
+Then, to change the month, click :guilabel:`December` to reveal the drop-down menu, and select the
+desired month.
+
+Once all desired changes have been made, click :guilabel:`Save` to save all changes.
+
+.. _inventory/plan-counts:
+
+## Plan big inventory counts
+
+To plan big inventory counts, such as a full count of everything currently in stock, first navigate
+to :menuselection:`Inventory app --> Operations --> Physical Inventory`.
+
+Then, select the desired products to be counted by ticking the checkbox on the far left of each
+product line.
+
+> **tip**:
+>    To request a count of **all** products currently in stock, tick the checkbox at the top of the
+   table, in the header row next to the :guilabel:`Location` label. This selects **all** product
+   lines.
+
+.. image:: count_products/count-popup.png
+   :alt: Request a count pop-up on inventory adjustments page.
+
+Once all desired products have been selected, click the :guilabel:`Request a Count` button at the
+top of the page. Doing so opens the :guilabel:`Request a Count` pop-up window, where the following
+information can be filled:
+
+- :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 on-hand quantity of each product line blank, select
+  :guilabel:`Leave Empty`. To pre-fill the on-hand quantity of each product line with the current
+  value recorded in the database, select :guilabel:`Set Current Value`.
+
+> **note**:
+>    The :guilabel:`Leave Empty` option forces the employee conducting the audit to manually type in
+   the number they counted, while the :guilabel:`Set Current Value` option only requires the
+   employee to *verify* the counted quantity and click :guilabel:`Apply`.
+
+Finally, once ready, click :guilabel:`Confirm` to request the count.
+
+.. image:: count_products/count-popup.png
+   :alt: Request a count popup on inventory adjustments page.
+
+> **important**:
+>    In the Odoo **Barcode** app, users can only view inventory counts that are assigned to *them*,
+   and are scheduled for *today* or *earlier*.
+
+   Sometimes a count occurs, but cannot 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 on-hand quantity in the database can change and no longer be consistent with the counted
+   quantity. As an extra precaution, Odoo asks for confirmation before applying the inventory
+   adjustment.
+
+# Adjustment history
+
+Details regarding inventory adjustment can be viewed by clicking the :icon:`fa-history`
+:guilabel:`History` icon.
+
+The user who performed the count is listed in parenthesis in the :guilabel:`Reference` field, while
+the user who applied the count is listed in the :guilabel:`Done By`.
+
+.. image:: count_products/adjustment-history.png
+   :alt: The history record for an inventory adjustment.
+
+## Inventory audit
+
+An inventory audit can be accessed from the :guilabel:`Inventory Adjustment` page. This audit
+includes an inventory record both before and after a count is completed, to track what changed.
+
+On the :guilabel:`Inventory Adjustment` page, tick the checkbox at the top-left of the page to
+select all of the lines. Then click the :guilabel:`Request a Count` button. On the pop-up, set
+:guilabel:`Count` to :guilabel:`Set Current Value`, then click :guilabel:`Confirm`.
+
+After returning to the :guilabel:`Inventory Adjustment` page, select all of the lines again. Click
+:menuselection:`Print --> Count Sheet`. The :guilabel:`Count Sheet` exports in PDF form.
+
+.. seealso::
+   :doc:`cycle_counts`