| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 4119 |
| Technical Name |
inventory_advanced_reports |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 4119 |
| Technical Name |
inventory_advanced_reports |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 |
Inventory Advanced Reports
Helps to manage different types of Inventory Reports like FSN Report, Out Of Stock Report, Inventory XYZ Report, etc.
Explore This Module
Overview
Features
Inventory Aging Report.
Inventory Age Breakdown Report.
Inventory FSN Report.
Inventory XYZ Report.
Inventory FSN-XYZ Report.
Inventory Out Of Stock Report.
Inventory Over Stock Report.
Inventory Stock Movement Report.
Reports
Inventory Advanced Reports
-
Inventory Aging Report
This report categorizes inventory items based on their age, helping users identify aging stock that might need special attention. It categorizes products based on their time in stock, providing insights into how long items have been held. This report calculates the days since receipt, current stock levels, and their corresponding values, allowing businesses to identify slow-moving or obsolete items. By visually representing this data and offering export options, it helps companies make informed decisions about inventory management, such as restocking, discounting, or discontinuing products, ultimately optimizing their stock and reducing carrying costs.Advantages of Inventory Aging Report
-
Users can select specific products and
categories they want to generate the
report for.
The
report can be filtered by the company.
The
report categorizes products based on
their age, allowing you to see how long
items have been in stock.
The
report calculates the age of each
product from its date of receipt and
shows the number of days since receipt.
Displays
the current quantity available in stock
for each product and current value of
the product in stock, taking into
account its standard price.
Percentage of Total Quantity and
Percentage of Total Value helps help you
understand the relative significance of
a particular product in your overall
stock.
Users
can export the report to Excel or PDF
formats for further analysis and
sharing.
Graphical and tree views are also
available.
Screenshots
-
Inventory Age Breakdown Report
This report provides a detailed analysis of how long products have been sitting in your inventory. It categorizes products into different age groups based on the number of days they have been in stock, making it easy to identify slow-moving items and potential issues with inventory turnover. The report shows the quantity and value of products in each age category, helping businesses make informed decisions about inventory management and sales strategies. This report helps in optimizing stock levels and reducing holding costs while ensuring that products are available to meet customer demand.Advantages of Inventory Age Breakdown Report
Users
can customize the age periods for
analysis.
The
report displays both the quantity and
value of products.
Businesses can use this report to make
informed decisions about restocking,
discounting, or discontinuing specific
products.
Users
can filter the report by
company,product, category and age
period.
The
report is available in both PDF and
Excel formats.
The
report can be displayed in graphical and
tree views.
Screenshots
-
Inventory FSN Report
The FSN Report (Fast Moving, Slow Moving, Non-Moving Report) is used for analyzing and categorizing inventory items based on their movement and turnover rates within a specified time frame. This report provides insights into the performance of products, helping businesses make informed decisions about stock management and optimization.The report provides valuable insights into product performance, enabling companies to maximize profits and ensure efficient stock management.
F (Fast): Stock turnover ratio > 3.
S (Slow): Stock turnover ratio between 1 and 3.
N (Non-moving): Stock turnover ratioAdvantages of Inventory FSN Report
Products
are classified into three main
categories - Fast Moving, Slow Moving,
and Non-Moving.
Fast-moving products are those with high
turnover rates, while slow-moving
products have moderate turnover, and
non-moving products have low or no
sales.
The
report allows users to set a specific
start and end date for analysis.
Users
can filter the report by selecting
specific products, product categories,
companies and warehouses.
The
report provides data on opening and
closing stock, sales, average stock,
turnover ratio, and the FSN
classification for each product.
Users
can choose between graphical and list
views to visualize the data.
The
report can be exported to PDF and Excel
formats.
Screenshots
-
Inventory XYZ Report
The XYZ Report used for inventory management that categorizes products based on their value and significance in a company's stock. This classification helps businesses identify the products that are vital for their operations and profitability. The report groups products into three categories: X, Y, and Z. 'X' represents the most important and valuable products (high value), 'Y' includes products of moderate significance, and 'Z' consists of less critical items (low value). This categorization is based on factors such as stock value, stock percentage, and cumulative stock percentage. The XYZ Report helps businesses focus on the items that affect their profits the most.
X Class: Top 70% of inventory value.
Y Class: The next 20% of inventory value.
Z Class: The bottom 10% of inventory value.Advantages of Inventory XYZ Report
Classifies products into three
categories - X, Y, and Z, based on their
importance and value
Users
can select specific products, product
categories, companies, warehouses for
analysis.
The
report calculates and displays the
cumulative stock percentages, helping
businesses understand the collective
impact of their inventory.
Users
can generate and export reports in both
PDF and Excel formats.
Provides
graphical and tree representations.
The
report provides valuable insights for
making informed decisions about
inventory priorities and management.
Screenshots
-
Inventory FSN-XYZ Report
The FSN-XYZ Report helps to analyze and classify the inventory based on two key dimensions. Firstly, it categorizes items into Fast-Moving (F), Slow-Moving (S), and Non-Moving (N) based on their turnover ratios, helping companies identify which products are selling rapidly and which are stagnating. Secondly, it classifies inventory into X, Y, and Z categories based on their contribution to the overall stock value, enabling businesses to focus their resources on high-value items. This report offers essential insights for optimizing inventory management and making strategic decisions to improve profitability.Advantages of Inventory FSN-XYZ Report
The
report classifies items into Fast-Moving
(F), Slow-Moving (S), or Non-Moving (N)
based on turnover ratios, enabling quick
identification of sales performance.
Inventory is labeled as X, Y, or Z to
prioritize high-value items for
management decisions.
Users
can specify a start and end date for the
report, allowing for time-bound analysis
of inventory performance.
Users
can filter the report based on specific
products, product categories, companies,
warehouses, f/s/n and x/y/z
The
report can be exported in PDF and Excel
formats.
Users
have the option to view the report data
in graphical and tree formats.
The
report offers a combined classification
that combines FSN and XYZ categories,
simplifying decision-making based on
both turnover and stock value.
It
calculates the cumulative stock
percentage, helping users understand the
collective contribution of items to the
stock value.
Screenshots
-
Inventory Out Of Stock Report
The Out of Stock report provide insights into the availability of products within a specified time period. This report offers valuable information regarding current stock levels, incoming and outgoing quantities, virtual stock, sales data, and more. It calculates essential performance metrics such as Advanced Stock Days (ADS), Demanded Quantity, In Stock Days, Out of Stock Days, and Turnover Ratio. Additionally, the report categorizes products into Fast-Moving, Slow-Moving, or Non-Moving classifications based on their sales performance. By identifying items that are low or out of stock, this report helps businesses optimize their inventory management and ensure products are available to meet customer demand.Advantages of Inventory Out Of Stock Report
The
report provides current stock levels,
incoming and outgoing quantities,
virtual stock, and sales data.
It
calculates the Advanced Stock Days,
helping businesses understand how many
days their current stock will last based
on sales data.
The
report calculates the quantity of a
product demanded by customers, allowing
for better stock planning.
It
measures the number of days a product is
expected to remain in stock, providing
insights into stock sufficiency.
The
report also calculates the number of
days a product is projected to be out of
stock, helping in preventing stockouts.
The
report computes the Turnover Ratio,
which is the ratio of sales to virtual
stock. It assists in identifying
fast-moving and slow-moving products.
Users
can filter the report based on criteria
like date range, specific warehouses,
product selection, product categories,
and company.
The
report includes cost information,
allowing users to assess the financial
impact of out-of-stock situations.
It
offers the flexibility to export the
report data in PDF or Excel formats.
The
report often includes graphical and tree
representations.
Screenshots
-
Inventory Over Stock Report
The Over Stock report helps to analyze and understand situations where a surplus of products exists in their stock. This report provides detailed insights into various inventory parameters, such as current stock levels, sales history, advanced stock days, and turnover ratios. By identifying overstocked items, businesses can take informed actions to mitigate financial losses, reduce storage costs, and optimize their inventory strategies. Additionally, it offers a way to categorize products as Fast-Moving, Slow-Moving, or Non-Moving based on their sales performance, aiding in better decision-making for inventory control. The Over Stock Report ultimately assists organizations in maintaining a healthy balance of stock, enhancing overall efficiency, and minimizing excess holding of goods.
Advantages of Inventory Over Stock Report
The
report provides insights into advanced
stock days and sales history, allowing
users to forecast how many days the
current inventory will last.
Various
inventory metrics are calculated and
displayed in the report, including
current stock, incoming and outgoing
quantities, virtual stock, sales, ADS,
and more.
The
report identifies products with
excessive stock levels and calculates
overstock quantities and percentages.
It
calculates the turnover ratio for each
product, indicating how quickly items
are sold.
Products
are classified as "Fast Moving," "Slow
Moving," or "Non Moving" based on their
sales performance.
The
report includes information about the
last purchase order date, quantity,
price, currency, and partner for each
product.
Users
can filter the report based on criteria
like date range, specific warehouses,
product selection, product categories,
and company.
Users
can generate the report in both PDF and
Excel formats.
Users
can switch between tree and graph views
for more comprehensive data analysis.
Screenshots
-
Inventory Stock Movement Report
The Stock Movement Report provides insights into the flow of products. It includes information on the opening and closing stock quantities, sales, sales returns, purchases, purchase returns, internal movements, adjustments, production-related movements, and transit-related movements for various products. The report offers a breakdown by product, product category, and company, making it a valuable tool for tracking stock movements, optimizing inventory levels, and assessing the overall performance of the supply chain. The report can be generated in both PDF and Excel formats for easy sharing and analysis, providing a comprehensive view of how inventory items have been managed within the specified date range or up to a certain date.
Advantages of Inventory Stock Movement Report
The
report breaks down stock movements into
various categories, such as sales, sales
returns, purchases, purchase returns,
internal movements, adjustments,
production-related movements, and
transit-related movements.
The
report provides information on the
opening stock (stock at the beginning of
the selected period) and closing stock
(stock at the end of the selected period
or up to a certain date).
Users
can choose to generate the report in PDF
or Excel format.
The
report includes detailed information
about each product, its category, the
company it belongs to, and the quantity
of stock involved in various types of
movements.
Users
can generate the report for a specified
date range or up to a certain date,
depending on their reporting needs.
Users
can filter the report based on criteria
like date range, specific warehouses,
product selection, product categories,
and company.
Screenshots
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