diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst index f5a9ed0df..ddc830f46 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst @@ -241,6 +241,8 @@ Doing so breaks down all perishable products, their expiration dates, and the as :align: center :alt: Group by expiration dates on lots and serial numbers page. +.. _inventory/product_management/expiration-alerts: + Expiration alerts ----------------- 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 2f2f72975..059088239 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst @@ -8,5 +8,6 @@ Reporting :titlesonly: reporting/stock + reporting/locations reporting/moves_history reporting/aging diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst new file mode 100644 index 000000000..1433b4d8f --- /dev/null +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst @@ -0,0 +1,160 @@ +=================== +Locations dashboard +=================== + +.. |down| replace:: :icon:`fa-caret-down` :guilabel:`(caret down)` + +The *Locations* dashboard in the *Inventory* application provides an overview of on-hand storage +locations for company products. Use this report to see where stock is stored, identify +:ref:`misplaced items `, or view past inventory to see product +locations on specific dates. + +.. note:: + The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access + <../../../../general/users/access_rights>`. + +To access the locations report, the *Storage Locations* feature must be enabled. To do that, go to +:menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section, +tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the +locations dashboard by navigating to :menuselection:`Inventory app --> Reporting --> Locations`. + +.. _inventory/warehouses_storage/locations-report: + +Navigate the locations dashboard +================================ + +By default, the :guilabel:`Locations` dashboard lists all on-hand products in stock (in the +:guilabel:`Product` column), along with the following information: + +- :guilabel:`Location`: current storage location. If a product is stored at `Shelf 1` and `Shelf 2`, + the product is listed twice, showing quantities at each location. +- :guilabel:`Package`: the package that the product is stored in, if any. +- :guilabel:`Lot/Serial Number`: if the product has a lot or serial number, it is specified here. +- :guilabel:`On Hand Quantity`: current quantity of products. Click the :icon:`fa-pencil` + :guilabel:`(pencil)` icon to :doc:`modify the on-hand quantity + <../inventory_management/count_products>`. +- :guilabel:`Reserved Quantity`: on-hand quantity reserved for operations, such as pickings, + delivery orders, or manufacturings. +- :guilabel:`Unit`: the unit of measure of the product. + +Click the buttons to the right of each row item to access additional information: + +- :icon:`fa-history` :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. + + .. tip:: + View what the product is reserved for, by clicking the :icon:`fa-history` :guilabel:`History` + button on the far-right of the product line. + + On the :guilabel:`Moves History` page, remove the :icon:`fa-filter` :guilabel:`Done` filter. + Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal filter + options, and select the :guilabel:`To Do` filter. + + .. image:: locations/reserved-products.png + :align: center + :alt: Display *Moves History* page of to-do deliveries that reserved the product. + +- :icon:`fa-refresh` :guilabel:`Replenishment`: access the :doc:`reordering rules + <../../product_management/product_replenishment/reordering_rules>` page to replenish products at + the specific location. + +In the upper-left corner of the page, click the the :guilabel:`New` button to make an +:doc:`inventory adjustment <../inventory_management/count_products>` to record quantities of a +certain product at a specific :guilabel:`Location`. + +To view products, quantities, and their locations for a specified date, click the +:guilabel:`Inventory At Date` button (also located in the upper-left corner of the page). Select a +date and time in the :guilabel:`Inventory at Date` field, then click :guilabel:`Confirm`. + +Generate reports +================ + +After learning how to :ref:`navigate the locations dashboard +`, it can be used to create and share different +reports. + +A few common reports that can be created using the :guilabel:`Locations` dashboard are detailed +below. + +Dead stock report +----------------- + +To get list of expired items, also referred to as *dead stock*, follow these steps: + +#. Go to :menuselection:`Inventory app --> Reporting --> Locations`. +#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down + list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options. +#. Enable the :guilabel:`Internal Locations` and :guilabel:`Expiration Alerts` option under the + :guilabel:`Filters` section. + +The report now displays a list of expired products. + +.. note:: + This report can also be generated from the :ref:`Lot and Serials Numbers + ` page, accessed by going to + :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. + +.. image:: locations/dead-stock.png + :align: center + :alt: Show a list of products whose expiration dates have exceeded today. + +.. _inventory/warehouse_storage/stranded: + +Stranded inventory report +------------------------- + +Businesses using multi-step flows in the *Inventory* or *Manufacturing* apps, may have *stranded* +items, which are products not in their proper storage locations, due to human error. Use this report +to periodically check transfer locations (e.g. *WH/Input*, *WH/Pre-Processing*) to ensure items are +moved to their intended storage locations, and accurately recorded in the database. + +To get a list of items that might be sitting idly in storage, follow these steps: + +#. Go to :menuselection:`Inventory app --> Reporting --> Locations`. +#. In the :guilabel:`Search...` bar, begin typing the name of the location where products are + intended to be moved to, such as `WH/Input`, or `WH/Packing`. +#. Select the :guilabel:`Search Location for:` [location name] option from the resulting drop-down + menu that appears beneath the :guilabel:`Search...` bar. + + .. image:: locations/search-input-location.png + :align: center + :alt: Show search result for the location. + +The report now displays a list of products at the transit location. + +.. example:: + Searching `Input` in :guilabel:`Location` shows a list of products at a *WH/Input* location. + + The list shows `500` quantities of `Chicken`, which is alarming if not refrigerated soon after + reception. The stranded inventory report helps identify items that have been idling in + non-storage locations. + + .. image:: locations/stranded-inventory.png + :align: center + :alt: Show items stored at a specific location. + +Inventory discrepancy report +---------------------------- + +To generate a report of items that have been moved since the last :doc:`inventory audit +<../inventory_management/cycle_counts>`, follow these steps: + +#. Go to :menuselection:`Inventory app --> Reporting --> Locations`. +#. Then, click the |down| icon to the right of the :guilabel:`Search...` bar to reveal a drop-down + list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options. +#. Enable the :guilabel:`Internal Locations` and :guilabel:`Conflicts` option from the + :guilabel:`Filters` section. +#. The report now displays items whose quantities have changed since the last cycle count. + + .. image:: locations/discrepancy.png + :align: center + :alt: Show items from the *Conflicts* filter in the report. + +#. Click the :icon:`fa-history` :guilabel:`History` button to view inventory transfers, including + receipts and deliveries, that have occurred since the inventory adjustment. + + .. image:: locations/history.png + :align: center + :alt: Show *Moves History*, showing a delivery that occurred after an inventory adjustment. + diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/dead-stock.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/dead-stock.png new file mode 100644 index 000000000..fe3fab562 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/dead-stock.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/discrepancy.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/discrepancy.png new file mode 100644 index 000000000..a8e9435e1 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/discrepancy.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/history.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/history.png new file mode 100644 index 000000000..fe18deea5 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/history.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png new file mode 100644 index 000000000..75c9d65db Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/reserved-products.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png new file mode 100644 index 000000000..68fde231d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/search-input-location.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png new file mode 100644 index 000000000..ba63d50eb Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations/stranded-inventory.png differ