サイクルカウント¶
For most companies, warehouse stock only needs to be counted once a year. This is why, by default, the scheduled date for the next inventory count is set for the 31st of December of the current year.
However, for some businesses, maintaining an accurate inventory count is crucial. These companies use cycle counts to keep critical stock levels accurate. Cycle counting is a method by which companies count their inventory more often in certain locations to ensure that their physical inventory counts match their inventory records.
設定¶
Odooでは循環棚卸はロケーションごとに実行されます。そのため、循環棚卸を実行する前に 保管場所 機能を有効にする必要があります。
To enable this feature, navigate to , and scroll down to the Warehouse section. Then, select the checkbox next to Storage Locations and click Save.
設定した頻度で在庫を数える¶
After the Storage Locations feature is enabled and locations are created in the warehouse, the inventory count frequency can be changed for specific locations, and counts can be conducted on those locations.
サイクルカウント頻度の設定¶
To view and edit locations, navigate to . This opens a Locations page listing every location currently created in the warehouse.
このページから、ロケーションをクリックしてそのフォームを開きます。
Under the Cyclic Counting section, locate the Inventory Frequency (Days) field, which
is 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.
Example
30日ごとの在庫カウントが必要なロケーションは 棚卸頻度 (日) 値を 30 に設定して下さい。
Now, to ensure the scheduled cycle count appears as expected, perform the first cycle count. After inventory adjustments have been applied to the products in this location, the next scheduled count date is automatically set based on the value entered in the Inventory Frequency (Days) field.
サイクル棚卸の実行¶
To perform a cycle count for a specific location in the warehouse, navigate to . This opens an Inventory Adjustments page that lists all products currently in stock, with each product 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, select Location.
All products are sorted into their storage locations on the Inventory Adjustments page, and a cycle count can be performed for all products in that location.
ちなみに
In large warehouses with multiple locations and a high volume of products, it might be easier to search for the desired location. 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.
最初のフィールドで値をクリックし、オプションのリストから ロケーション を選択します。2番目のフィールドで 含む を選択します。3番目のフィールドに、検索するロケーションの名前を入力します。
追加 をクリックすると、その場所がページに表示されます。
注釈
*バーコード*アプリで棚卸を実行する場合、在庫調整はデフォルトでロケーション別にグループ化されます。
全体在庫棚卸日の変更¶
While cycle counts are typically performed on the location, companies should conduct a full inventory count once per year. In addition to keeping stock counts accurate, full inventory counts ensure that accounting earnings and costs are recorded accurately. The scheduled date for full inventory counts of all in-stock products in the warehouse can be manually changed to push it up earlier than the listed date.
To modify the default scheduled date, go to . Then, in the Operations section, locate the Annual Inventory Day and Month
setting, which includes drop-down fields set to 31 December by default.
日を変更するには、`31`をクリックして、希望する年の月に応じて`1-31`の範囲内で日を選択します。
Then, to change the month, click December to reveal the drop-down menu and select the desired month.
必要な変更を全て行った後、:guilabel:`保存`をクリックします。