Ajustes de inventario¶
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.
Página de ajustes de inventario¶
To view the Inventory Adjustments page, navigate to .
The Inventory Adjustments page lists all products that are currently in stock.
Nota
Only products with a quantity greater than zero are listed on the Inventory Adjustments page. To view product lines with zero current quantity, go to .
For each product line, the following information is listed:
Location: the specific location in the warehouse where a product is stored. This column is only visible if Storage Locations are enabled.
Favorite: identifies products that have been favorited.
Producto: el producto cuya cantidad se enlista en la línea de ajuste de inventario.
Número de lote/serie: el identificador que se le asigna a un producto en específico. Puede contener letras, números o ambos.
Nota
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 Lot/Serial Number
column.
Expiration Date: the date on which the goods with this serial number are due to expire.
Last Count Date: the last time the quantity was updated.
Package: the package containing the quantity listed.
Cantidad a la mano: la cantidad del producto que está registrada en la base de datos.
Unit: the unit of measure in which the product is measured. Unless otherwise specified (e.g., in Pounds or Ounces), the default UoM is Units.
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 On Hand Quantity or not.
Diferencia: la diferencia entre la Cantidad a la mano y las Cantidades contadas después de que se hicieron los ajustes de inventario. La diferencia se calcula de manera automática después de cada ajuste de inventario.
Fecha prevista: la fecha en la que se debe de realizar un conteo. Esta fecha siempre será el 31 de diciembre de manera automática a no ser que se especifique lo contrario.
Usuari: la persona a la que se le asignó el conteo en la base de datos. Puede ser tanto la persona que físicamente está contando el inventario, o solo la persona que aplica el número en la base de datos.
Truco
Additional columns are hidden by default. To reveal these columns, click the (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.
Crear un ajuste de inventario¶
To create a new inventory adjustment from the page, click New. Doing so creates a new, blank inventory adjustment line at the bottom of the page.
Truco
Inventory adjustments can also be created from the Forecasted Report on an individual product record. To open the report, navigate to a product record and click the Forecasted smart button. Then, at the top of the page, click Update Quantity, then New.
On this blank inventory adjustment line, click the drop-down menu under the 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 Lot/Serial Number column.
Truco
The inventory adjustment line can also be used to create or record lots and serial numbers.
Después, en la columna Cantidades contadas ponga la cantidad que se contó para ese producto durante el proceso de ajuste de inventario.
To the right of the Counted Quantity column, the Scheduled Date and User can also be changed via their respective drop-down menus. Changing the Scheduled Date changes the date that the inventory adjustment should be processed on, and selecting a responsible User assigns a user to the specific inventory adjustment for traceability purposes.
Ya que se hayan hecho todos los cambios a la nueva línea de ajuste de inventario, haga clic en un lugar afuera de la línea. Así guardará el ajuste y la línea se moverá a la parte superior de la página.
If the Counted Quantity is greater than the On Hand Quantity, the value in the Difference column is green. If the Counted Quantity is less than the On Hand Quantity, the value in the Difference column is red. If the quantities match, and have not been changed at all, no value appears in the Difference column.
En esta etapa, el conteo (ajuste de inventario) se registra pero no se aplica. Esto significa que la cantidad a la mano antes del ajuste no se ha actualizado y no será la misma que la cantidad real contada.
Apply adjusted count¶
Inventory adjustments can be completed in several ways. The first way is to click the 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 Apply button. Clicking this button instead causes an 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 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.
Una vez que esté listo, haga clic en Aplicar para aplicar el ajuste de inventario
Nota
Al aplicar un ajuste de inventario, se crea al mismo tiempo una línea de movimiento de existencias (SML) en el informe de historial de movimientos con fines de trazabilidad.
Relocate products¶
Inventory adjustments 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 Relocate button. Doing so opens a pop-up.
On the resulting pop-up, enter the following information:
To Location: the new location for the products.
To Package: the new package for the products.
Reason for relocation: the reason for the move.
Importante
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¶
Inventory adjustments 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 Actions button to open a drop-down menu. Click Set to 0. Once this is complete, apply the adjusted count.
Conteo de productos¶
Counting products is a recurring activity in a warehouse. Once a count is complete, go to to update the Counted Quantity column for each product line.
On each product line, identify whether the value in the 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 Set icon at the far right of the product line.
Esto hará que el valor que está en la columna Cantidad a la mano se copie en la columna Cantidades contadas, además de que hará que el valor de la columna Diferencia sea 0.00. Ya que se aplicaron estos cambios, se registrará un movimiento de inventario de 0.00 en la columna Cantidad hecha del historial de ajustes de inventario del producto.
If the newly-counted value for a given product does not match the value in the On Hand Quantity recorded in the database, instead of clicking the Set icon, record the real value in the field in the Counted Quantity column.
Para hacerlo, haga clic en el campo de la columna Cantidades contadas en la línea de ajuste de inventario del producto del que tiene que cambiar el valor. De esta manera se asignará una Cantidad contada de 0.00.
Escriba el nuevo valor que coincide con el valor que acaba de contar. Después, haga clic fuera de la línea para guardar el ajuste y que el valor en la columna Diferencia cambie de forma automática.
If the Counted Quantity is greater than the On Hand Quantity, the value in the Difference column is green. If the Counted Quantity is less than the On Hand Quantity, the value in the Difference column is red. If the quantities match, and have not been changed at all, no value appears in the Difference column.
Después, se registrará un movimiento con la diferencia entre la cantidad a la mano y las cantidades a la mano en el historial de ajustes de inventario del producto.
The Actions menu appears when one or more products” checkboxes are selected. The Actions menu includes the option to Set to quantity on hand, which sets the selected products” Counted Quantity to the On Hand Quantity, and Set to 0, which sets the selected products” Counted Quantity to zero.
Importante
Alguna veces hacemos un conteo de inventario que no podemos registrar en la base de datos de inmediato. En lo que podemos registrar la nueva cuenta en la base de datos, es posible que ocurran movimientos de inventario. Esto hará que la cantidad a la mano en la base de datos cambie y ya no sea consistente con la cantidad contada. Es por eso que Odoo pregunta antes de aplicar un ajuste de inventario como precaución.
Revert an inventory adjustment¶
To revert the changes made in an inventory adjustment, navigate to .
Tick the checkbox at the far left of the line for the desired product. At the top of the page, click the Actions button to open a drop-down menu, and click Revert Inventory Adjustment.
Nota
After an inventory adjustment is reverted, the line is not removed from the Moves
History report. Instead, an additional line is added, this time with the word [reverted] added
to the Reference column.
Cambiar la frecuencia de los recuentos de inventario¶
By default, the scheduled date for inventory adjustments 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.
Para cambiar la fecha programada automática, vaya a . Después, en la sección Operaciones busque la opción Día y mes del inventario actual, donde verá un menú desplegable en el que la opción 31 de diciembre estará seleccionada de manera automática.
To change the day, click the 31, enter a number from 1-31, depending on the desired month of the
year.
Para cambiar el mes haga clic en December y podrá ver el menú desplegable con los meses.
Ya que haya realizado todos los cambios deseados haga clic en Guardar.
Planeación de recuentos de inventario grandes¶
To plan big inventory counts, such as a full count of everything currently in stock, first navigate to .
Then, select the desired products to be counted by ticking the checkbox on the far left of each product line.
Truco
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 Location label. This selects all product lines.
Once all desired products have been selected, click the Request a Count button at the top of the page. Doing so opens the Request a Count pop-up window, where the following information can be filled:
Fecha de inventario: la fecha en la que se programó el recuento.
Usuario: la persona encargada de realizar el recuento.
Fecha contable: la fecha en la que se registrará el ajuste de inventario.
Número: seleccione Dejar en blanco para dejar la cantidad disponible de cada línea de producto vacía o seleccione Establecer valor actual para completar el valor de la cantidad disponible de cada línea de producto con el valor que está registrado en ese momento en la base de datos.
Nota
The Leave Empty option forces the employee conducting the audit to manually type in the number they counted, while the Set Current Value option only requires the employee to verify the counted quantity and click Apply.
Ya que esté listo todo, haga clic en Confirmar para solicitar el recuento.
Importante
In the Odoo Barcode app, users can only view inventory counts that are assigned to them, and are scheduled for today or earlier.
Alguna veces hacemos un conteo de inventario que no podemos registrar en la base de datos de inmediato. En lo que podemos registrar la nueva cuenta en la base de datos, es posible que ocurran movimientos de inventario. Esto hará que la cantidad a la mano en la base de datos cambie y ya no sea consistente con la cantidad contada. Es por eso que Odoo pregunta antes de aplicar un ajuste de inventario como precaución.
Adjustment history¶
Details regarding inventory adjustment can be viewed by clicking the History icon.
The user who performed the count is listed in parenthesis in the Reference field, while the user who applied the count is listed in the Done By.
Inventory audit¶
An inventory audit can be accessed from the Inventory Adjustment page. This audit includes an inventory record both before and after a count is completed, to track what changed.
On the Inventory Adjustment page, tick the checkbox at the top-left of the page to select all of the lines. Then click the Request a Count button. On the pop-up, set Count to Set Current Value, then click Confirm.
After returning to the Inventory Adjustment page, select all of the lines again. Click . The Count Sheet exports in PDF form.
Ver también