diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst index f8d564d28..1192b90b8 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/count_products.rst @@ -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. diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst index c3c550255..f94d21202 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst @@ -8,3 +8,4 @@ Reporting :titlesonly: reporting/stock + reporting/moves_history diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst new file mode 100644 index 000000000..c8dbfac09 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst @@ -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` + diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history/moves-history.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history/moves-history.png new file mode 100644 index 000000000..88bd04aa8 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history/moves-history.png differ