stock-logistics-warehouse/stock_cycle_count/README.rst

=================
Stock Cycle Count
=================

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This module provides the capability to execute a cycle count strategy in a
warehouse through different rules defined by the user. Cycle count is an
alternative to full wall-to-wall physical inventories in which little
portions (stock locations) of the stock are selected to count on a regular
basis.

The system propose locations in which to perform a inventory adjustment every
day based on a set of rules defined for the warehouse. In addition the system
can propose Zero-Confirmations which are simple and opportunistic counts to
check whether a locations has actually became empty or not.

With this strategy it is possible to:

* Remove the need to perform full physical inventories and to stop the
  production in the warehouse.
* Measure the accuracy of the inventory records and improve it.
* Correct inventory errors earlier and prevent them to become bigger.

**Table of contents**

.. contents::
   :local:

Installation
============

To install this module, you need to:

* Download this module to your addons path.
* Install the module in your database.

Recommendations
~~~~~~~~~~~~~~~

It is highly recommended to use this module in conjunction with:

* ``stock_inventory_verification_request``: Adds the capability to request Slot
  Verifications.
* ``stock_inventory_lockdown``: Lock down locations during inventories.

Configuration
=============

You can configure the rules to compute the cycle count, acting as follow:

#. Go to *Inventory > Configuration > Cycle Count Rules*.
#. Create as much cycle count rules as you want.
#. Assign the rules to the Warehouse or zones where you want to apply the rules
   in.
#. Go to *Inventory > Configuration > Warehouse Management > Warehouses* and
   set a *Cycle Count Planning Horizon* for each warehouse.

Usage
=====

Once you have some rules configured for your warehouses, you can proceed as
is described below.

#. Go to *Inventory > Configuration > Warehouse Management > Warehouses*.
#. Select all the warehouses you want to compute the rules in.
#. Click on "Action" and then in "Compute Cycle Count Rules". (**note**: A
   cron job will do this for every warehouse daily.)
#. Go to *Operations > Cycle Counts*.
#. Select a planned Cycle Count and confirm it, this will create a draft
   Inventory Adjustment.
#. In the right top corner of the form view you can access to the generated
   Inventory Adjustment.
#. Proceed with the Inventory Adjustment as usual.

Known issues / Roadmap
======================

* Assess the possibility to refactor `action_compute_cycle_count_rules` method
  converting some of the searches to actual fields. E.g.
  `inventory_history_ids` for all the inventories done in a location.

Changelog
=========

13.0.1.0.0 (2020-02-05)
~~~~~~~~~~~~~~~~~~~~~~~

* [MIG] Migrated to v13.


12.0.1.0.0 (2019-06-24)
~~~~~~~~~~~~~~~~~~~~~~~

* [MIG] Migrated to v12.


11.0.1.0.0 (2018-09-19)
~~~~~~~~~~~~~~~~~~~~~~~

* [MIG] Migrated to v11. Start of history.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-warehouse/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/stock-logistics-warehouse/issues/new?body=module:%20stock_cycle_count%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* ForgeFlow

Contributors
~~~~~~~~~~~~

* Lois Rilo <lois.rilo@forgeflow.com>
* Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Jim Hoefnagels <jim.hoefnagels@dynapps.be>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

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OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-LoisRForgeFlow| 

This module is part of the `OCA/stock-logistics-warehouse <https://github.com/OCA/stock-logistics-warehouse/tree/14.0/stock_cycle_count>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.