[ADD] inventory: moves history report
closes odoo/documentation#9343 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: brse-odoo <brse@odoo.com> Co-authored-by: Zachary Straub <zst@odoo.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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@ -117,6 +117,10 @@ adjustment is being made on, but can be changed to reflect whatever reference or
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Once ready, click :guilabel:`Apply` to apply the inventory adjustment.
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.. note::
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Applying an inventory adjustment simultaneously creates a :doc:`stock move line (SML)
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<../reporting/moves_history>` in the *Moves History* report for traceability.
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.. image:: count_products/apply-inventory-adjustment.png
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:align: center
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:alt: Apply all option applies the inventory adjustment once a reason is specified.
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@ -8,3 +8,4 @@ Reporting
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:titlesonly:
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reporting/stock
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reporting/moves_history
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=======================
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Moves history dashboard
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=======================
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The *Moves History* report in Odoo *Inventory* provides a detailed record of product movements
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(containing past and current locations), lot numbers, and reasons for movement. Reports can be
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generated for any time frame, making this report essential for analyzing stock levels, monitoring
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inventory turnover, and identifying any discrepancies in inventory.
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.. note::
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The reporting feature is only accessible to users with :doc:`admin access
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<../../../../general/users/access_rights>`.
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To access the stock report, go to :menuselection:`Inventory app --> Reporting --> Moves History`.
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.. image:: moves_history/moves-history.png
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:align: center
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:alt: Display Moves History report.
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.. _inventory/warehouses_storage/moves-history-report:
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Navigate the moves history report
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=================================
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In the report, the columns represent:
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- :guilabel:`Date`: calendar date and time of the stock move.
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- :guilabel:`Reference`: description of the reason for the stock move or quantity change, such as a
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receipt number (e.g. `WH/IN/00012`).
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- :guilabel:`Product`: name of the product involved in the move.
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- :guilabel:`Lot/Serial Number`: specifies the lot or serial number of the tracked product being
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moved.
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- :guilabel:`From`: source location of the moved product.
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- :guilabel:`To`: destination location of the moved product.
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- :guilabel:`Quantity`: number of products moved.
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- :guilabel:`Unit`: unit of measure of the products moved.
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- :guilabel:`Status`: indicates the move status, which can be :guilabel:`Done`,
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:guilabel:`Available` (ready for action), or :guilabel:`Partially Available` (insufficient
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quantities to complete the operation).
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Search options
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--------------
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Use the following search options to customize the :guilabel:`Moves History` report to display
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relevant information
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.. tabs::
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.. tab:: Filters
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The :guilabel:`Filters` section allows users to search among pre-made and custom filters to
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find specific stock records.
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- :guilabel:`To Do`: show stock move records that are in progress. This includes lines with a
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:guilabel:`Status` column value of :guilabel:`Available` or :guilabel:`Partially Available`.
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- :guilabel:`Done`: completed stock moves, with a :guilabel:`Status` of :guilabel:`Done`.
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- :guilabel:`Incoming`: displays move records from vendor locations.
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- :guilabel:`Outgoing`: displays move records to customer locations, including customer
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returns.
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- :guilabel:`Internal`: displays move records from one internal location to another.
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- :guilabel:`Manufacturing`: shows records where products were produced from the virtual,
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production :doc:`location <../inventory_management/use_locations>`.
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- :guilabel:`Date`: select this drop-down menu to access various date filter options and view
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stock moves from a specific month, quarter, or year.
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- :guilabel:`Last 30 Days`: show records that occurred in the last thirty days.
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- :guilabel:`Last 3 Months`: show records from the last three months.
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.. tab:: Group By
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The :guilabel:`Group By` section allows users to add pre-made and custom groupings to the
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search.
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- :guilabel:`Product`: group records by product.
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- :guilabel:`Status`: group records by the three status types: :guilabel:`Done`,
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:guilabel:`Available`, and :guilabel:`Partially Available`.
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- :guilabel:`Date`: group records by :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`,
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:guilabel:`Week`, or :guilabel:`Day`.
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- :guilabel:`Transfers`: group records by operation number, e.g. `WH/OUT/00012`,
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`WH/MO/00211`.
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- :guilabel:`Location`: group records by source location (the :guilabel:`From` column in this
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report).
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- :guilabel:`Category`: group records by product category. To configure these, go to
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:menuselection:`Inventory app --> Configuration --> Products: Product Categories`.
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- :guilabel:`Batch Transfer`: group records by :doc:`batch
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<../advanced_operations_warehouse/batch_transfers>`.
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.. tab:: Favorites
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To save the current applied filters and groups, so the same information can be easily accessed
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after closing this page, click :guilabel:`Save current search`.
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Optionally, tick the :guilabel:`Default filter` checkbox to make this current view the default
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filter when opening the :guilabel:`Moves History` report. Or tick the :guilabel:`Shared`
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checkbox to make the search option available to other users.
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Lastly, click the :guilabel:`Save` button.
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.. seealso::
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:doc:`../../../../essentials/search`
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