[ADD] inventory: locations dashboard

closes odoo/documentation#9458

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst

@@ -241,6 +241,8 @@ Doing so breaks down all perishable products, their expiration dates, and the as
    :align: center
    :alt: Group by expiration dates on lots and serial numbers page.
 
+.. _inventory/product_management/expiration-alerts:
+
 Expiration alerts
 -----------------
 

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst

@@ -8,5 +8,6 @@ Reporting
    :titlesonly:
 
    reporting/stock
+   reporting/locations
    reporting/moves_history
    reporting/aging

content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst

@@ -0,0 +1,160 @@
+===================
+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
+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`.
+
+.. _inventory/warehouses_storage/locations-report:
+
+Navigate the locations dashboard
+================================
+
+By default, the :guilabel:`Locations` dashboard lists all on-hand products in stock (in the
+:guilabel:`Product` column), along with the following information:
+
+- :guilabel:`Location`: current storage location. If a product is stored at `Shelf 1` and `Shelf 2`,
+  the product is listed twice, showing quantities at each location.
+- :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
+  <../inventory_management/count_products>`.
+- :guilabel:`Reserved Quantity`: on-hand quantity reserved for operations, such as pickings,
+  delivery orders, or manufacturings.
+- :guilabel:`Unit`: the unit of measure of the product.
+
+Click the buttons to the right of each row item to access additional information:
+
+- :icon:`fa-history` :guilabel:`History`: access the stock move history of the product, displaying
+  information about the quantity and description of why the product was moved from one location to
+  another.
+
+  .. tip::
+     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.
+
+     .. 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
+  <../../product_management/product_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`.
+
+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`.
+
+Generate reports
+================
+
+After learning how to :ref:`navigate the locations dashboard
+<inventory/warehouses_storage/locations-report>`, it can be used to create and share different
+reports.
+
+A few common reports that can be created using the :guilabel:`Locations` dashboard are detailed
+below.
+
+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.
+#. Enable the :guilabel:`Internal Locations` and :guilabel:`Expiration Alerts` option under the
+   :guilabel:`Filters` section.
+
+The report now displays a list of expired products.
+
+.. note::
+   This report can also be generated from the :ref:`Lot and Serials Numbers
+   <inventory/product_management/expiration-alerts>` page, accessed by going to
+   :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:
+
+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.
+
+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`.
+#. Select the :guilabel:`Search Location for:` [location name] option from the resulting drop-down
+   menu that appears beneath the :guilabel:`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.
+
+.. example::
+   Searching `Input` in :guilabel:`Location` shows a list of products at a *WH/Input* location.
+
+   The list shows `500` quantities of `Chicken`, which is alarming if not refrigerated soon after
+   reception. The stranded inventory report helps identify items that have been idling in
+   non-storage locations.
+
+   .. image:: locations/stranded-inventory.png
+      :align: center
+      :alt: Show items stored at a specific location.
+
+Inventory discrepancy report
+----------------------------
+
+To generate a report of items that have been moved since the last :doc:`inventory audit
+<../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.
+#. 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.
+