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 f94d21202..2f2f72975 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst @@ -9,3 +9,4 @@ Reporting reporting/stock reporting/moves_history + reporting/aging diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst new file mode 100644 index 000000000..e668a6b62 --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst @@ -0,0 +1,98 @@ +====================== +Inventory aging report +====================== + +.. |SVLs| replace:: :abbr:`SVLs (stock valuation layers)` + +The inventory aging report evaluates all items in stock, providing insights into potentially sunken +purchase costs and delays in profitability. + +Create customized pivot tables to analyze product, operation types, month, or company breakdowns. +This helps identify products in stock that are at risk of passing their expiration or viability +dates, or instances of rot/decay for fast-expiring items. + +.. note:: + The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access + <../../../../general/users/access_rights>`. + +To access the inventory aging report, go to :menuselection:`Inventory app --> Reporting --> +Inventory Aging`. + +.. _inventory/warehouses_storage/aging-report: + +Navigate the inventory aging report +=================================== + +By default, the :guilabel:`Inventory Aging` report displays a pivot table, with the month in +columns, and product category in rows. The default filters, :guilabel:`Incoming` and :guilabel:`Has +Remaining Qty`, show only products from receipts, and are currently in stock. + +:guilabel:`Remaining Qty` displays the number of on-hand items, and :guilabel:`Remaining Value` +displays the total cost of purchasing these items. + +Clicking the :icon:`fa-plus-square` :guilabel:`(plus)` icon in each column or row reveals options to +expand the pivot table and show a detailed breakdown of the :guilabel:`Remaining Qty` and +:guilabel:`Remaining Value` by :guilabel:`Product`, :guilabel:`Product Category`, :guilabel:`Date`, +or :guilabel:`Company`. Clicking the :icon:`fa-minus-square-o` :guilabel:`(minus)` icon collapses it +back to its previous state. + +.. figure:: aging/inventory-aging.png + :align: center + :alt: Inventory aging report. + + Inventory aging report, showing each **Product** in rows and each reception **Date** in columns, + to better monitor products with fast expiration dates. Each row shows the the total on-hand + quantity and inventory valuation of items purchased on each day. + +.. note:: + Records in the :guilabel:`Inventory Aging` report are *stock valuation layers* (SVLs), + representing product moves that impact stock valuation. + + Inventory adjustments do **not** create |SVLs|; only items purchased from vendors do. + +Generate reports +================ + +After learning how to :ref:`navigate the inventory aging report +`, it can be used to create and share different reports. + +A few common reports that can be created using the :guilabel:`Inventory Aging` report are detailed +below. + +Rotating stock report +--------------------- + +To create a report to identify items that have been in stock for a while, follow these steps: + +#. Navigate to :menuselection:`Inventory app --> Reporting --> Inventory Aging`. +#. On the :guilabel:`Inventory Aging` report, click the :icon:`fa-caret-down` :guilabel:`(caret + down)` icon in the :guilabel:`Search...` bar to see a drop-down list of :guilabel:`Filters`, + :guilabel:`Group By`, and :guilabel:`Favorite` options. +#. Choose :guilabel:`Product` under the :guilabel:`Group By` section. Doing so expands the pivot + table to show a product in each row. +#. Click the :icon:`fa-plus-square` :guilabel:`(plus)` icon to the left of the date column. Hover + over :guilabel:`Date` from the drop-down menu and choose :guilabel:`Year`, :guilabel:`Quarter`, + :guilabel:`Month`, :guilabel:`Week`, or :guilabel:`Day`. Doing so expands the columns to show the + :guilabel:`Remaining Qty` and :guilabel:`Remaining Value` by the selected time period. + + .. tip:: + For products that have a longer shelf life, choose longer time periods such as + :guilabel:`Month` or :guilabel:`Quarter` when expanding columns by :guilabel:`Date`. + + .. image:: aging/column-expand-icon.png + :align: center + :alt: Pivot table, highlighting the plus icon to expand columns. + +#. The report now displays the on-hand stock of items, and their total purchasing cost, for each + time period. + + .. example:: + Inventory aging report, with the :guilabel:`Group By`: :guilabel:`Product` option selected, + and with the :guilabel:`Date` column set to :guilabel:`Day`. It gives insight into how much + raw fish sashimi products were purchased on each day, and how much it cost. 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