[IMP] inventory: view empty locations

closes odoo/documentation#12113

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
This commit is contained in:
jero-odoo 2025-02-19 10:54:43 -05:00
parent aad8aa1314
commit 1262245b53
5 changed files with 34 additions and 32 deletions

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@ -2,22 +2,20 @@
Locations dashboard
===================
.. |down| replace:: :icon:`fa-caret-down` :guilabel:`(caret down)`
The *Locations* dashboard in the *Inventory* application provides an overview of on-hand storage
The *Locations* dashboard in the **Inventory** application provides an overview of on-hand storage
locations for company products. Use this report to see where stock is stored, identify
:ref:`misplaced items <inventory/warehouse_storage/stranded>`, or view past inventory to see product
locations on specific dates.
.. note::
The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access
<../../../../general/users/access_rights>`.
To access the locations report, the *Storage Locations* feature must be enabled. To do that, go to
:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section,
tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the
locations dashboard by navigating to :menuselection:`Inventory app --> Reporting --> Locations`.
.. note::
The *Reporting* menu in **Inventory** is only accessible to users with :doc:`admin access
<../../../../general/users/access_rights>`.
.. _inventory/warehouses_storage/locations-report:
Navigate the locations dashboard
@ -31,7 +29,7 @@ By default, the :guilabel:`Locations` dashboard lists all on-hand products in st
- :guilabel:`Package`: the package that the product is stored in, if any.
- :guilabel:`Lot/Serial Number`: if the product has a lot or serial number, it is specified here.
- :guilabel:`On Hand Quantity`: current quantity of products. Click the :icon:`fa-pencil`
:guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity
:guilabel:`(edit)` icon to :doc:`modify the on-hand quantity
<../inventory_management/count_products>`.
- :guilabel:`Reserved Quantity`: on-hand quantity reserved for operations, such as pickings,
delivery orders, or manufacturings.
@ -47,25 +45,35 @@ Click the buttons to the right of each row item to access additional information
View what the product is reserved for, by clicking the :icon:`fa-history` :guilabel:`History`
button on the far-right of the product line.
On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` :guilabel:`Done` filter.
Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal filter
options, and select the :guilabel:`To Do` filter.
On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` :guilabel:`Done` filter
from the search bar to reveal filter options, and select the :guilabel:`To Do` filter.
.. image:: locations/reserved-products.png
:align: center
:alt: Display *Moves History* page of to-do deliveries that reserved the product.
- :icon:`fa-refresh` :guilabel:`Replenishment`: access the :doc:`reordering rules
<../replenishment/reordering_rules>` page to replenish products at the specific location.
In the upper-left corner of the page, click the the :guilabel:`New` button to make an
:doc:`inventory adjustment <../inventory_management/count_products>` to record quantities of a
certain product at a specific :guilabel:`Location`.
In the upper-left corner of the page, click the :guilabel:`New` button to make an :doc:`inventory
adjustment <../inventory_management/count_products>` to record quantities of a certain product at a
specific :guilabel:`Location`.
To view products, quantities, and their locations for a specified date, click the
:guilabel:`Inventory At Date` button (also located in the upper-left corner of the page). Select a
date and time in the :guilabel:`Inventory at Date` field, then click :guilabel:`Confirm`.
View empty locations
--------------------
To view which locations are currently empty, navigate to :menuselection:`Inventory --> Configuration
--> Locations`.
Empty locations are designated by the checkbox in the :guilabel:`Is Empty` column. To show only
empty locations, click into the search bar and select the :guilabel:`Empty Locations` filter.
.. image:: locations/empty-locations.png
:alt: A list of the empty locations in the Inventory app.
Generate reports
================
@ -82,8 +90,8 @@ Dead stock report
To get list of expired items, also referred to as *dead stock*, follow these steps:
#. Go to :menuselection:`Inventory app --> Reporting --> Locations`.
#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down
list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options.
#. Then, click into the search bar to reveal a drop-down list of :guilabel:`Filters`,
:guilabel:`Group By`, and :guilabel:`Favorite` options.
#. Enable the :guilabel:`Internal Locations` and :guilabel:`Expiration Alerts` option under the
:guilabel:`Filters` section.
@ -95,7 +103,6 @@ The report now displays a list of expired products.
:menuselection:`Inventory app --> Products --> Lots/Serial Numbers`.
.. image:: locations/dead-stock.png
:align: center
:alt: Show a list of products whose expiration dates have exceeded today.
.. _inventory/warehouse_storage/stranded:
@ -103,21 +110,20 @@ The report now displays a list of expired products.
Stranded inventory report
-------------------------
Businesses using multi-step flows in the *Inventory* or *Manufacturing* apps, may have *stranded*
items, which are products not in their proper storage locations, due to human error. Use this report
to periodically check transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to ensure items are
moved to their intended storage locations, and accurately recorded in the database.
Businesses using multi-step flows in the **Inventory** or **Manufacturing** apps, may have
*stranded* items, which are products not in their proper storage locations, due to human error. Use
this report to periodically check transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to
ensure items are moved to their intended storage locations, and accurately recorded in the database.
To get a list of items that might be sitting idly in storage, follow these steps:
#. Go to :menuselection:`Inventory app --> Reporting --> Locations`.
#. In the :guilabel:`Search...` bar, begin typing the name of the location where products are
intended to be moved to, such as `WH/Input`, or `WH/Packing`.
#. In the search bar, begin typing the name of the location where products are intended to be moved
to, such as `WH/Input`, or `WH/Packing`.
#. Select the :guilabel:`Search Location for:` [location name] option from the resulting drop-down
menu that appears beneath the :guilabel:`Search...` bar.
menu that appears beneath the search bar.
.. image:: locations/search-input-location.png
:align: center
:alt: Show search result for the location.
The report now displays a list of products at the transit location.
@ -130,7 +136,6 @@ The report now displays a list of products at the transit location.
non-storage locations.
.. image:: locations/stranded-inventory.png
:align: center
:alt: Show items stored at a specific location.
Inventory discrepancy report
@ -140,20 +145,17 @@ To generate a report of items that have been moved since the last :doc:`inventor
<../inventory_management/cycle_counts>`, follow these steps:
#. Go to :menuselection:`Inventory app --> Reporting --> Locations`.
#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down
list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options.
#. Then, click into the search bar to reveal a drop-down list of :guilabel:`Filters`,
:guilabel:`Group By`, and :guilabel:`Favorite` options.
#. Enable the :guilabel:`Internal Locations` and :guilabel:`Conflicts` option from the
:guilabel:`Filters` section.
#. The report now displays items whose quantities have changed since the last cycle count.
.. image:: locations/discrepancy.png
:align: center
:alt: Show items from the *Conflicts* filter in the report.
#. Click the :icon:`fa-history` :guilabel:`History` button to view inventory transfers, including
receipts and deliveries, that have occurred since the inventory adjustment.
.. image:: locations/history.png
:align: center
:alt: Show *Moves History*, showing a delivery that occurred after an inventory adjustment.

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