Utilizarea evaluării stocurilor¶
Evaluarea stocurilor este o procedură contabilă prin excelență care calculează valoarea stocului disponibil. Odată determinată, valoarea evaluării stocului este apoi încorporată în valoarea totală a unei companii.
În Odoo, acest proces poate fi efectuat manual – de către angajații din depozit care numără fizic produsele – sau automat prin baza de date.
Vedeți și
Understand the basics of inventory valuation¶
Pentru a înțelege modul în care mutarea produselor din stoc și din stoc afectează valoarea globală a companiei, luați în considerare următorul scenariu de mutare a produselor și a stocurilor de mai jos.
Recepția unui produs¶
For example, consider an physical product, a simple table, which is categorized as Office
Furniture in the product form’s Product Category field.
Navigate to the the product category itself by going to , and on the form, set the Costing Method as First
In First Out (FIFO) and the Inventory Valuation field as Automated.
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Alternatively access the Product Categories dashboard by clicking on the internal link arrow on the individual product’s form, by hovering over the Product Category field.
Apoi, presupunem că 10 mese sunt achiziționate la un preț de 10,00 USD fiecare. PO pentru aceste tabele va afișa subtotalul achiziției în 100 USD, plus orice costuri sau taxe suplimentare.
After selecting Validate on the PO, use the Valuation smart button to view how the value of inventory was impacted.
Important
Developer mode must be turned on to see the Valuation smart button.
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The consignment feature allows ownership to items in stock. Thus, products owned by other companies are not accounted for in the host company’s inventory valuation.
The Stock Valuation dashboard then displays valuation of all products in the shipment, along with their quantities and valuation. In the example of 10 tables being purchased, the Total Value column of the dashboard would display a calculated valuation of $100.
In Odoo, automatic inventory valuation records are also recorded in the Accounting app. To access
these accounting entries, navigate to , and look for
inventory valuation entries with the STJ prefix in the Journal and Number
columns, respectively.
Livrarea unui produs¶
In the same logic, when a table is shipped to a customer and leaves the warehouse, the stock valuation decreases. The Valuation smart button on the DO, likewise, displays the stock valuation record as it does on a PO
Raportul de evaluare a stocului¶
To view the current value of all products in the warehouse, go to . The records in the table are organized by product, and selecting a product’s drop-down menu displays detailed records with the Date, Quantity, and Total Value of the inventory.
Notă
The Inventory At Date button, located in the top-left corner of the Stock Valuation dashboard, shows the inventory valuation of products available during a prior specified date.
Actualizați prețul unitar al produsului¶
Pentru orice companie: timpii de livrare, eșecurile lanțului de aprovizionare și alți factori de risc pot contribui la costuri invizibile. Deși Odoo încearcă să reprezinte cu exactitate valoarea stocului, evaluarea manuală servește ca un instrument suplimentar pentru actualizarea prețului unitar al produselor.
Important
Manual valuation is intended for products that can be purchased and received for a cost greater
than 0, or have product categories set with Costing Method set as either Average
Cost (AVCO) or First In First Out (FIFO).
Create manual valuation entries on the Stock Valuation dashboard by first navigating to , and then click the little gray drop-down icon to the left of a product’s name, to then reveal stock valuation line items below as well as a teal + (plus) button on the right.
Click the teal + (plus) button to open up the Product Revaluation form, where updates to the calculation of inventory valuation can be made, by increasing or decreasing the unit price of each product.
