diff --git a/inventory/management/reporting.rst b/inventory/management/reporting.rst index 0ed781680..f948b78c5 100644 --- a/inventory/management/reporting.rst +++ b/inventory/management/reporting.rst @@ -7,5 +7,6 @@ Valuation Methods :glob: reporting/inventory_valuation_config + reporting/using_inventory_valuation reporting/valuation_methods_continental reporting/valuation_methods_anglo_saxon diff --git a/inventory/management/reporting/media/use_inventory_valuation_01.png b/inventory/management/reporting/media/use_inventory_valuation_01.png new file mode 100644 index 000000000..ff81a1a98 Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_01.png differ diff --git a/inventory/management/reporting/media/use_inventory_valuation_02.png b/inventory/management/reporting/media/use_inventory_valuation_02.png new file mode 100644 index 000000000..26be5419b Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_02.png differ diff --git a/inventory/management/reporting/media/use_inventory_valuation_03.png b/inventory/management/reporting/media/use_inventory_valuation_03.png new file mode 100644 index 000000000..2b50fe394 Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_03.png differ diff --git a/inventory/management/reporting/media/use_inventory_valuation_04.png b/inventory/management/reporting/media/use_inventory_valuation_04.png new file mode 100644 index 000000000..9c241c339 Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_04.png differ diff --git a/inventory/management/reporting/media/use_inventory_valuation_05.png b/inventory/management/reporting/media/use_inventory_valuation_05.png new file mode 100644 index 000000000..e5230b738 Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_05.png differ diff --git a/inventory/management/reporting/media/use_inventory_valuation_06.png b/inventory/management/reporting/media/use_inventory_valuation_06.png new file mode 100644 index 000000000..189cac11a Binary files /dev/null and b/inventory/management/reporting/media/use_inventory_valuation_06.png differ diff --git a/inventory/management/reporting/using_inventory_valuation.rst b/inventory/management/reporting/using_inventory_valuation.rst new file mode 100644 index 000000000..afbe306bb --- /dev/null +++ b/inventory/management/reporting/using_inventory_valuation.rst @@ -0,0 +1,77 @@ +============================= +Using the inventory valuation +============================= + +Inventory valuation refers to how you value your stock. It’s a very +important aspect of a business as the inventory can be the biggest asset +of a company. + +In this documentation, we will explain how the inventory valuation works +in Odoo. + +Inventory valuation: the basics +=============================== + +Receive a product +----------------- + +Each time a product enters or leaves your stock, the value of your +inventory is impacted. The way it is impacted depends on the +configuration of your product (more info here). + +Let’s take an example with a product - a table - configured with a +*FIFO costing method* and an automated inventory valuation. + +I purchase 10 tables at a cost of $10. + +.. image:: media/use_inventory_valuation_01.png + :align: center + +When I’ll confirm the receipt of the products, the value of my inventory +will be impacted. If I want to know what this impact is, I can click on +the valuation stat button. + +.. tip:: + The consignment feature allows you to set owners on your stock (discover + more about the consignment feature). When you receive products that are + owned by another company, they are not taken into account in your + inventory valuation. + +.. image:: media/use_inventory_valuation_02.png + :align: center + +.. note:: + You need access rights on the accounting module to see that button. + +In this case, I can see that the 10 tables entered the stock for a total +value of $100. + +.. image:: media/use_inventory_valuation_03.png + :align: center + +I can also easily access the accounting entry that has been generated +(in case of automated inventory valuation). + +.. image:: media/use_inventory_valuation_04.png + :align: center + +Deliver a product +----------------- + +In the same logic, when a table will be delivered, the stock valuation +will be impacted and you will have access to a similar information. + +.. image:: media/use_inventory_valuation_05.png + :align: center + +The inventory valuation report +------------------------------ + +The summary of this is accessible via the inventory valuation report +(accessible from *Inventory > Reporting > Inventory Valuation*). It gives +you, product per product, the value of your stock. By clicking on the +button *Inventory At Date*, you can have the same information for a +past date. + +.. image:: media/use_inventory_valuation_06.png + :align: center \ No newline at end of file