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Inventory Adjustments - Importing File

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InventoryAdjustmentV18
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Angelina Moschella

Hi

When doing a stocktake you would want to use an import file as it will contain all the products and locations.

The import file only allows you to import the counted quantities.

The template that Odoo provides doesn't populate the quantity or the difference fields when you import the template, the user has to select the filed, but there is no Odoo field that matches with the template.

If you have done an adjustment to a product before, the next time you import the file for the same product it doubles up the quantity on hand value.


Example

In the Physical Adjustment screen I have the following

ProductA with a location of WH/Stock and a quantity value of 1

ProductA with a location of WH/Stock/AA001 and a quantity value of 2


In my Import File I have the following

ProductA with a location of WH/Stock and a counted quantity value of 0

ProductA with a location of WH/Stock/AA001 and a counted quantity value of 3


When I import the file and apply the adjustment, it doesn't not adjust the WH/Stock location that still has a quantity on hand value of 1, and the product for location WH/Stock/AA001 has now doubled.


Shouldn't the counted quantity adjust the quantity on hand value to what is in the import file?

How do you reduce the quantity on hand value, as ProductA should not have any quantity available within the WH/Stock location, via the import file?


Thanks


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Angelina Moschella
Auteur

This is the current Physical Adjustment screen


This is the Odoo Template File

When I import the template

Do I change this to the below 'Inventoried Quantity'?

When I import the file, it doubles up the quantity rather than reducing it.

Also didn't let me Apply the changes.


Chris TRINGHAM

You need to export the file with "I want to update data (import-compatible export)" selected. Then you can update the existing inventory balances. If you don't do that you are creating new records.

Avatar
Chris TRINGHAM
Beste antwoord

When updating, you only need two columns - the Record ID and the quantity. If you include the user id, lot, product, date Odoo may give you errors because you can't update them.

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Angelina Moschella
Auteur

Yes this works.
However, if the product is not already in the Inventory Adjustments screen you have to add it first.
Odoo should list all items that are designated to a location so that it can be counted during the Stocktake process. If the product isn't in the Inventory Adjustment screen and during the stocktake process the user found that product and it is physically in the location, you would have to add it first and then do a bulk upload of all the other products for that same location.
To me it seems like a 2 step process, in my opinion when doing a stocktake you would want to do a bulk import for all products for that location, even if there is no stock on hand, at least you have recorded that you have counted that stock during the stocktake process and that it is logged that it was counted on that date and time for auditing purposes.

Chris TRINGHAM

I wouldn't recommend using Inventory Adjustments to create stock (though others do). I think it's better to create a PO from a dummy supplier so you can specify the cost.

Avatar
Angelina Moschella
Auteur Beste antwoord

Based on the comment I should use the 'I want to update data'.

I update the file with my Counted Quantity

I receive the following message

So how do I update the Counted Quantities for Products, because the suggestions don't seem to be working?

Thanks

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Angelina Moschella
Auteur

Hi Chris,
Importing the records by Record ID and Quantity worked.
Thank you

Avatar
Cybrosys Techno Solutions Pvt.Ltd
Beste antwoord

Hi,


Importing quantities does not directly update stock on hand; it updates Inventory Adjustment lines with the inventory_quantity.


Odoo calculates the difference between the inventory_quantity and current stock only when you validate the Inventory Adjustment, creating stock moves to adjust stock.


Use the exact import template exported from Odoo’s Inventory Adjustment, which includes the correct fields and identifiers (product, location, inventory_quantity).


When importing, ensure the inventory_quantity is the absolute physical stock count you want for each product/location, not an incremental or additional quantity.


To reduce stock in a location via import, include that product/location line with an inventory_quantity of 0 explicitly in the import file.


Avoid importing into multiple open inventory adjustments simultaneously; this can cause quantity doubling or inconsistencies.


Always validate the Inventory Adjustment after import to apply the changes to stock levels correctly.


Hope it helps.

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