[ADD]inventory: product type
closes odoo/documentation#8091 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: brse-odoo <brse@odoo.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com> Co-authored-by: Zachary Straub <zst@odoo.com>
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@ -7,6 +7,7 @@ Product tracking
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.. toctree::
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:titlesonly:
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product_tracking/type
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product_tracking/differences
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product_tracking/serial_numbers
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product_tracking/lots
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@ -0,0 +1,232 @@
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============
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Product type
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============
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.. |BOM| replace:: :abbr:`BoM (Bill of Materials)`
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Define *product types* in Odoo to track products in varying levels of detail.
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Classify products as *storable* to track stock counts, allowing users to trigger :doc:`reordering
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rules <../product_replenishment/reordering_rules>` for generating purchase orders. *Consumable*
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products are assumed to always be in stock, and *service* products are performed and served by the
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business.
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.. seealso::
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`Odoo Tutorials: Product Type <https://www.youtube.com/watch?v=l6j0ZkP5mLM>`_
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Set product type
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================
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To set a product type, go to :menuselection:`Inventory app --> Products --> Products`, and select
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the desired product from the list.
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On the product form, in the :guilabel:`Product Type` field, select:
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- :guilabel:`Storable Product` for products tracked with stock counts. Only storable products can
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trigger reordering rules for generating purchase orders;
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.. tip::
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Choose :guilabel:`Storable Product` if it is necessary to track a product's stock at various
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locations, inventory valuations, or if the product has lots and/or serial numbers.
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- :guilabel:`Consumable` for products that are always assumed to be in stock, whose quantities are
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not necessary to track or forecast (e.g. nails, toilet paper, coffee, etc.). Consumables are
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replaceable and essential, but exact counts are unnecessary; or
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- :guilabel:`Service` for sellable service products that are performed, and not tracked with stock
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counts (i.e. maintenance, installation, or repair services).
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.. image:: type/product-form.png
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:align: center
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:alt: Set a product type on the product form.
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.. note::
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The product types listed above are part of the standard *Inventory* app. For access to the fields
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below, :ref:`install <general/install>` the corresponding apps **in addition** to *Inventory*.
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- :guilabel:`Booking Fees`: charge a fee for booking appointments through the *Appointments* app.
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Requires the installation of the *Calendar* app and *Pay to Book* (`appointment_account_payment`)
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module
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- :guilabel:`Combo`: create discounted products sold in a bundle. Requires the installation of the
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*PoS* app.
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- :guilabel:`Event Ticket`: sold to attendees wanting to go to an event. Requires the installation
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of the *Events* app
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- :guilabel:`Event Booth`: sold to partners or sponsors to set up a booth at an event. Requires the
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installation of the *Events* app
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- :guilabel:`Course`: sell access to an educational course. Requires the installation of the
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*eLearning* app
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Compare types
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=============
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Below is a summary of how each product type affects common *Inventory* operations, like transfers,
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reordering rules, and the forecasted report. Click the chart item with an asterisk (*) to navigate
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to detailed sections.
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.. list-table::
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:header-rows: 1
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:stub-columns: 1
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* - Product type
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- Storable
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- Consumable
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- Service
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* - Physical product
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- Yes
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- Yes
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- No
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* - On-hand quantity
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- :ref:`Yes* <inventory/product_management/on-hand-store>`
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- :ref:`Yes* <inventory/product_management/on-hand-con>`
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- No
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* - :doc:`Inventory valuation
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<../../warehouses_storage/inventory_valuation/using_inventory_valuation>`
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- Yes
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- No
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- No
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* - Create transfer
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- :ref:`Yes* <inventory/product_management/transfer-store>`
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- :ref:`Yes* <inventory/product_management/transfer-con>`
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- :ref:`No* <inventory/product_management/transfer-serv>`
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* - :doc:`Lot/serial number tracking <differences>`
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- Yes
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- No
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- No
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* - Create purchase order
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- Yes
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- :ref:`Yes* <inventory/product_management/po>`
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- No
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* - Can be manufactured or subcontracted
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- :ref:`Yes* <inventory/product_management/manufacture>`
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- :ref:`Yes* <inventory/product_management/manufacture>`
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- No
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* - Can be in a kit
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- Yes
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- Yes
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- No
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* - Placed in package
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- Yes
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- :ref:`Yes* <inventory/product_management/package>`
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- No
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* - Appears on Inventory report
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- :ref:`Yes <inventory/product_management/report>`
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- No
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- No
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.. _inventory/product_management/on-hand-store:
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On-hand quantity
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----------------
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A storable product's on-hand and forecasted quantities, based on incoming and outgoing orders, are
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reflected on the product form, accessed by going to :menuselection:`Inventory app --> Products -->
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Products`, and selecting the desired product.
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.. figure:: type/on-hand.png
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:align: center
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:alt: Show "On Hand" and "Forecast" smart buttons.
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Current and forecasted quantities are displayed in the **On Hand** and **Forecasted** smart
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buttons on the product form.
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.. _inventory/product_management/on-hand-con:
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On the other hand, consumable products are regarded as always available, and they **cannot** be
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managed using reordering rules or lot/serial numbers.
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.. _inventory/product_management/transfer-store:
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Create transfer
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---------------
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*Transfers* are any warehouse operation, such as receipts, internal or batch transfers, or
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deliveries.
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When creating a transfer for storable products in the *Inventory* app, transfers modify the on-hand
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quantity at each location.
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For example, transferring five units from the internal location `WH/Stock` to `WH/Packing Zone`
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decreases the recorded quantity at `WH/Stock` and increases it at `WH/Packing Zone`.
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.. _inventory/product_management/transfer-con:
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For consumable products, transfers can be created, but exact quantities at each storage location are
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not tracked.
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.. _inventory/product_management/transfer-serv:
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Service products cannot be included in transfers, but these products can be `linked to projects and
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tasks for deadline tracking <https://www.youtube.com/watch?v=fix2LGkv13c>`_.
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.. _inventory/product_management/po:
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Create purchase order
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---------------------
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Both storable and consumable products can be included in a request for quotation in the *Purchase*
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app.
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However, when receiving consumable products, their on-hand quantity does not change upon validating
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the receipt (e.g. `WH/IN`).
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.. _inventory/product_management/manufacture:
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Manufacture or subcontract
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--------------------------
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Storable and consumable products can be manufactured, subcontracted, or included in a bill of
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materials (BoM).
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.. figure:: type/manufacture.png
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:align: center
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:alt: Show "Bill of Materials" and "Used In" smart buttons.
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When the **Bill of Materials** and **Used In** smart buttons are visible on the product form,
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this indicates the product can be manufactured or used as a component of a |BOM|.
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.. _inventory/product_management/package:
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Packages
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--------
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Both storable and consumable products can be placed in :doc:`packages <package>`.
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However, for consumable products, the quantity is not tracked, and the product is not listed in the
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package's :guilabel:`Contents`, accessed by going to :menuselection:`Inventory app --> Products -->
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Packages`, and selecting the desired package.
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.. figure:: type/package-content.png
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:align: center
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:alt: Show Packages page, containing the package contents list.
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A consumable product was placed in the package, but the **Content** section does not list it.
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If the *Move Entire Package* feature is enabled, moving a package updates the location of the
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contained storable products. However, the location of consumable products are not updated.
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.. _inventory/product_management/report:
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Inventory report
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----------------
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**Only** storable products appear on the following reports.
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The *stock report* is a comprehensive list of all on-hand, unreserved, incoming, and outgoing
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storable products. The report is only available to users with :doc:`administrator access
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<../../../../general/users/access_rights>`, and is found by navigating to :menuselection:`Inventory
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app --> Reporting --> Stock`.
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.. image:: type/stock-report.png
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:align: center
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:alt: Show stock reporting list found in Inventory > Reporting > Stock.
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The *location report* is a breakdown of each location (internal, external, or virtual) and the
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on-hand and reserved quantity of each storable product. The report is only available with the
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*Storage Location* feature activated (:menuselection:`Inventory app --> Configuration -->
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Settings`), and to users with :doc:`administrator access <../../../../general/users/access_rights>`.
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Navigate to the location report by going to :menuselection:`Inventory app --> Reporting -->
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Locations`.
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.. image:: type/location-report.png
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:align: center
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:alt: Show location reporting list found in Inventory > Reporting > Locations.
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