diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage.rst index da75e724a..217fb8660 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst new file mode 100644 index 000000000..c3c550255 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst @@ -0,0 +1,10 @@ +:nosearch: + +========= +Reporting +========= + +.. toctree:: + :titlesonly: + + reporting/stock diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst new file mode 100644 index 000000000..9740bc075 --- /dev/null +++ b/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 ` + - :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 `_ + + - :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` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/available-in-self-order.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/available-in-self-order.png new file mode 100644 index 000000000..886e4650a Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/available-in-self-order.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/stock-report.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/stock-report.png new file mode 100644 index 000000000..eb812d437 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock/stock-report.png differ