[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>
This commit is contained in:
Felicious 2024-05-14 21:03:18 -07:00
parent 1a405b889a
commit 6920015971
4 changed files with 105 additions and 0 deletions

View File

@ -117,6 +117,10 @@ adjustment is being made on, but can be changed to reflect whatever reference or
Once ready, click :guilabel:`Apply` to apply the inventory adjustment.
.. note::
Applying an inventory adjustment simultaneously creates a :doc:`stock move line (SML)
<../reporting/moves_history>` in the *Moves History* report for traceability.
.. image:: count_products/apply-inventory-adjustment.png
:align: center
:alt: Apply all option applies the inventory adjustment once a reason is specified.

View File

@ -8,3 +8,4 @@ Reporting
:titlesonly:
reporting/stock
reporting/moves_history

View File

@ -0,0 +1,100 @@
=======================
Moves history dashboard
=======================
The *Moves History* report in Odoo *Inventory* provides a detailed record of product movements
(containing past and current locations), lot numbers, and reasons for movement. Reports can be
generated for any time frame, making this report essential for analyzing stock levels, monitoring
inventory turnover, and identifying any discrepancies in inventory.
.. note::
The reporting feature is only accessible to users with :doc:`admin access
<../../../../general/users/access_rights>`.
To access the stock report, go to :menuselection:`Inventory app --> Reporting --> Moves History`.
.. image:: moves_history/moves-history.png
:align: center
:alt: Display Moves History report.
.. _inventory/warehouses_storage/moves-history-report:
Navigate the moves history report
=================================
In the report, the columns represent:
- :guilabel:`Date`: calendar date and time of the stock move.
- :guilabel:`Reference`: description of the reason for the stock move or quantity change, such as a
receipt number (e.g. `WH/IN/00012`).
- :guilabel:`Product`: name of the product involved in the move.
- :guilabel:`Lot/Serial Number`: specifies the lot or serial number of the tracked product being
moved.
- :guilabel:`From`: source location of the moved product.
- :guilabel:`To`: destination location of the moved product.
- :guilabel:`Quantity`: number of products moved.
- :guilabel:`Unit`: unit of measure of the products moved.
- :guilabel:`Status`: indicates the move status, which can be :guilabel:`Done`,
:guilabel:`Available` (ready for action), or :guilabel:`Partially Available` (insufficient
quantities to complete the operation).
Search options
--------------
Use the following search options to customize the :guilabel:`Moves History` report to display
relevant information
.. tabs::
.. tab:: Filters
The :guilabel:`Filters` section allows users to search among pre-made and custom filters to
find specific stock records.
- :guilabel:`To Do`: show stock move records that are in progress. This includes lines with a
:guilabel:`Status` column value of :guilabel:`Available` or :guilabel:`Partially Available`.
- :guilabel:`Done`: completed stock moves, with a :guilabel:`Status` of :guilabel:`Done`.
- :guilabel:`Incoming`: displays move records from vendor locations.
- :guilabel:`Outgoing`: displays move records to customer locations, including customer
returns.
- :guilabel:`Internal`: displays move records from one internal location to another.
- :guilabel:`Manufacturing`: shows records where products were produced from the virtual,
production :doc:`location <../inventory_management/use_locations>`.
- :guilabel:`Date`: select this drop-down menu to access various date filter options and view
stock moves from a specific month, quarter, or year.
- :guilabel:`Last 30 Days`: show records that occurred in the last thirty days.
- :guilabel:`Last 3 Months`: show records from the last three months.
.. tab:: Group By
The :guilabel:`Group By` section allows users to add pre-made and custom groupings to the
search.
- :guilabel:`Product`: group records by product.
- :guilabel:`Status`: group records by the three status types: :guilabel:`Done`,
:guilabel:`Available`, and :guilabel:`Partially Available`.
- :guilabel:`Date`: group records by :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`,
:guilabel:`Week`, or :guilabel:`Day`.
- :guilabel:`Transfers`: group records by operation number, e.g. `WH/OUT/00012`,
`WH/MO/00211`.
- :guilabel:`Location`: group records by source location (the :guilabel:`From` column in this
report).
- :guilabel:`Category`: group records by product category. To configure these, go to
:menuselection:`Inventory app --> Configuration --> Products: Product Categories`.
- :guilabel:`Batch Transfer`: group records by :doc:`batch
<../advanced_operations_warehouse/batch_transfers>`.
.. tab:: Favorites
To save the current applied filters and groups, so the same information can be easily accessed
after closing this page, click :guilabel:`Save current search`.
Optionally, tick the :guilabel:`Default filter` checkbox to make this current view the default
filter when opening the :guilabel:`Moves History` report. Or tick the :guilabel:`Shared`
checkbox to make the search option available to other users.
Lastly, click the :guilabel:`Save` button.
.. seealso::
:doc:`../../../../essentials/search`

Binary file not shown.

After

Width:  |  Height:  |  Size: 50 KiB