[ADD] inventory: aging report
closes odoo/documentation#9433 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com> Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com> Co-authored-by: Zachary Straub <zst@odoo.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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@ -9,3 +9,4 @@ Reporting
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reporting/stock
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reporting/moves_history
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reporting/aging
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@ -0,0 +1,98 @@
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======================
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Inventory aging report
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======================
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.. |SVLs| replace:: :abbr:`SVLs (stock valuation layers)`
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The inventory aging report evaluates all items in stock, providing insights into potentially sunken
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purchase costs and delays in profitability.
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Create customized pivot tables to analyze product, operation types, month, or company breakdowns.
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This helps identify products in stock that are at risk of passing their expiration or viability
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dates, or instances of rot/decay for fast-expiring items.
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.. note::
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The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access
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<../../../../general/users/access_rights>`.
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To access the inventory aging report, go to :menuselection:`Inventory app --> Reporting -->
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Inventory Aging`.
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.. _inventory/warehouses_storage/aging-report:
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Navigate the inventory aging report
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===================================
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By default, the :guilabel:`Inventory Aging` report displays a pivot table, with the month in
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columns, and product category in rows. The default filters, :guilabel:`Incoming` and :guilabel:`Has
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Remaining Qty`, show only products from receipts, and are currently in stock.
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:guilabel:`Remaining Qty` displays the number of on-hand items, and :guilabel:`Remaining Value`
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displays the total cost of purchasing these items.
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Clicking the :icon:`fa-plus-square` :guilabel:`(plus)` icon in each column or row reveals options to
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expand the pivot table and show a detailed breakdown of the :guilabel:`Remaining Qty` and
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:guilabel:`Remaining Value` by :guilabel:`Product`, :guilabel:`Product Category`, :guilabel:`Date`,
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or :guilabel:`Company`. Clicking the :icon:`fa-minus-square-o` :guilabel:`(minus)` icon collapses it
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back to its previous state.
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.. figure:: aging/inventory-aging.png
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:align: center
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:alt: Inventory aging report.
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Inventory aging report, showing each **Product** in rows and each reception **Date** in columns,
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to better monitor products with fast expiration dates. Each row shows the the total on-hand
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quantity and inventory valuation of items purchased on each day.
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.. note::
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Records in the :guilabel:`Inventory Aging` report are *stock valuation layers* (SVLs),
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representing product moves that impact stock valuation.
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Inventory adjustments do **not** create |SVLs|; only items purchased from vendors do.
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Generate reports
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================
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After learning how to :ref:`navigate the inventory aging report
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<inventory/warehouses_storage/aging-report>`, it can be used to create and share different reports.
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A few common reports that can be created using the :guilabel:`Inventory Aging` report are detailed
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below.
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Rotating stock report
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---------------------
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To create a report to identify items that have been in stock for a while, follow these steps:
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#. Navigate to :menuselection:`Inventory app --> Reporting --> Inventory Aging`.
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#. On the :guilabel:`Inventory Aging` report, click the :icon:`fa-caret-down` :guilabel:`(caret
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down)` icon in the :guilabel:`Search...` bar to see a drop-down list of :guilabel:`Filters`,
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:guilabel:`Group By`, and :guilabel:`Favorite` options.
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#. Choose :guilabel:`Product` under the :guilabel:`Group By` section. Doing so expands the pivot
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table to show a product in each row.
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#. Click the :icon:`fa-plus-square` :guilabel:`(plus)` icon to the left of the date column. Hover
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over :guilabel:`Date` from the drop-down menu and choose :guilabel:`Year`, :guilabel:`Quarter`,
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:guilabel:`Month`, :guilabel:`Week`, or :guilabel:`Day`. Doing so expands the columns to show the
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:guilabel:`Remaining Qty` and :guilabel:`Remaining Value` by the selected time period.
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.. tip::
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For products that have a longer shelf life, choose longer time periods such as
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:guilabel:`Month` or :guilabel:`Quarter` when expanding columns by :guilabel:`Date`.
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.. image:: aging/column-expand-icon.png
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:align: center
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:alt: Pivot table, highlighting the plus icon to expand columns.
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#. The report now displays the on-hand stock of items, and their total purchasing cost, for each
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time period.
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.. example::
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Inventory aging report, with the :guilabel:`Group By`: :guilabel:`Product` option selected,
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and with the :guilabel:`Date` column set to :guilabel:`Day`. It gives insight into how much
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raw fish sashimi products were purchased on each day, and how much it cost. This informs the
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business owners how much stock is at risk of rotting in stock, per day.
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.. image:: aging/inventory-aging.png
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:align: center
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:alt: Inventory aging report, showing product row items and day columns.
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