[ADD] inventory: stock report

closes odoo/documentation#9304

X-original-commit: d2aa8149df
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/inventory_and_mrp/inventory/warehouses_storage.rst

@@ -11,3 +11,4 @@ Warehouses and storage
    warehouses_storage/inventory_valuation
    warehouses_storage/removal_strategies
    warehouses_storage/advanced_operations_warehouse
+   warehouses_storage/reporting

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

@@ -0,0 +1,10 @@
+:nosearch:
+
+=========
+Reporting
+=========
+
+.. toctree::
+   :titlesonly:
+
+   reporting/stock

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

@@ -0,0 +1,135 @@
+============
+Stock report
+============
+
+Use the stock report in Odoo *Inventory* for a detailed list of all stored products, including those
+reserved, purchased and in transit, as well as those delivered to customers.
+
+.. 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 --> Stock`.
+
+.. image:: stock/stock-report.png
+   :align: center
+   :alt: Show the stock report, accessible by going to Inventory > Reporting > Stock.
+
+Navigate the stock report
+=========================
+
+On the stock report, the left sidebar includes several groupings to narrow down what is being shown.
+The default groupings are :guilabel:`Warehouses`,  which filters products by specific warehouses,
+and :guilabel:`Category`, which shows products within a selected product category.
+
+.. note::
+   The :guilabel:`Warehouse` grouping is only available when there are multiple warehouses in the
+   database. Refer to the :doc:`../inventory_management/create_a_second_warehouse` documentation for
+   more details.
+
+In the report itself, the columns represent:
+
+- :guilabel:`Product`: name of the product.
+- :guilabel:`Unit Cost`: average inventory valuation per unit, adjusted based on the cost to
+  purchase and/or manufacture the product.
+- :guilabel:`Total Value`: Total inventory valuation of the product, calculated by multiplying unit
+  cost by on-hand quantity.
+
+  .. seealso::
+     - :ref:`Compute average cost inventory valuation per unit <inventory/avg_cost/formula>`
+     - :doc:`Inventory valuation methods <../inventory_valuation/inventory_valuation_config>`
+
+- :guilabel:`On Hand`: current quantity of products. Click the :icon:`fa-pencil`
+  :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity
+  <../inventory_management/count_products>`.
+- :guilabel:`Free to Use`: on-hand quantity that are **not** reserved for delivery or manufacturing
+  orders, and are available to sell or use.
+- :guilabel:`Incoming`: items expected to arrive at the warehouse. Number of products is based on
+  quantities in confirmed purchase orders.
+- :guilabel:`Outgoing`: items expected to leave the warehouse or be consumed in manufacturing
+  orders. Number of products is based on quantities in confirmed sales or manufacturing orders.
+
+Click the buttons to the right of each row item to access additional information:
+
+- :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.
+- :guilabel:`Replenishment`: access the :doc:`reordering rules
+  <../../product_management/product_replenishment/reordering_rules>` page for the product to create
+  or manage methods of procuring the product.
+- :guilabel:`Locations`: break down of on-hand quantity at multiple storage locations. Only
+  available when the product is stored in multiple locations.
+- :guilabel:`Forecast`: access the forecasted report to view on-hand, incoming, and outgoing
+  quantities. Report also contains links to confirmed purchase, sales, or manufacturing orders. Only
+  available when there are confirmed sales, purchase, or manufacturing orders for the product.
+
+Search options
+--------------
+
+.. tabs::
+
+   .. tab:: Filters
+
+      The :guilabel:`Filters` section allows users to search among pre-made and custom filters to
+      find specific stock records.
+
+      - :guilabel:`Published`: display products published on the website. Only available with the
+        *Website* app installed.
+      - :guilabel:`Available in POS`: display products available through the *Point of Sale* app.
+      - :guilabel:`Available in Self`: display products available in self order through the *Point
+        of Sale* app. Appears in the search because the :guilabel:`Available in Self Order` checkbox
+        was ticked in the :guilabel:`Point of Sale` section of a product form's :guilabel:`Sales`
+        tab. The option is only available when the :guilabel:`Available in POS` checkbox is ticked.
+
+        .. image:: stock/available-in-self-order.png
+           :align: center
+           :alt: In the Sales tab of a product form, showing *Available in Self Order* setting.
+
+      - :guilabel:`Not available in Self`: display products available in *PoS*, but not available in
+        self order.
+
+      .. seealso::
+         `Configure PoS products <https://youtu.be/REbA3TBhFa4>`_
+
+      - :guilabel:`Can be Sold`: display products that can be sold to customers. Appears in the
+        search because the :guilabel:`Can be Sold` checkbox is ticked on the product form.
+      - :guilabel:`Can be Purchased`: display products that can be bought from vendors. Appears in
+        the search because the :guilabel:`Can be Purchased` checkbox is ticked on the product form.
+      - :guilabel:`Can be Recurring`: show subscription products, indicated by ticking the
+        :guilabel:`Recurring` checkbox on the product form. Only available with the *Subscription*
+        app activated.
+      - :guilabel:`Can be Rented`: show products that can be loaned to customers for a certain time.
+        Appears in the search because the :guilabel:`Can be Rented` checkbox was ticked on the
+        product form. Only available with the *Rental* app installed.
+      - :guilabel:`Can be Subcontracted`: display products that can be produced by a
+        third-party manufacturer. Available only with the *Manufacturing* app installed.
+      - :guilabel:`Can be Expensed`: show items that can be expensed. Only available with the
+        *Expenses* app installed.
+
+      .. seealso::
+         :doc:`../../product_management/product_tracking/type`
+
+   .. tab:: Group By
+
+      The :guilabel:`Group By` section allows users to add pre-made and custom groupings to the
+      search results.
+
+      - :guilabel:`Product Type`: group items by :doc:`product type
+        <../../product_management/product_tracking/type>`.
+      - :guilabel:`Product Category`: group items by product category. To configure these, go to
+        :menuselection:`Inventory app --> Configuration --> Products: Product Categories`.
+      - :guilabel:`POS Product Category`: group items by :doc:`point of sale product categories
+        <../../../../sales/point_of_sale/configuration>`.
+
+   .. tab:: Favorites
+
+      To save the current applied filters and groupbys, 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 stock 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`