Prerequisites

1.Inventory Valuation activation must be set to auto

1. Activate the Inventory Module:

   Ensure that the Inventory module (and Accounting, if needed) is installed and that you have the necessary user permissions.

2. Access Inventory Settings:

   Navigate to the Inventory module, click on Configuration, and then select Settings.

3. Enable Automated Valuation:

   Scroll down to the Inventory Valuation section, and check the box for Automated Inventory Valuation. This ensures that accounting entries for inventory moves are created automatically.

4. Save Your Changes:

   Click the Save button to apply the new settings.

5. Configure Product Categories (if necessary):

   Go to Inventory > Configuration > Product Categories and ensure that each product category is set with a real-time valuation method (such as FIFO or LIFO) for automatic valuation.

Example for one category

2.Activate Storage Location Settings in Odoo

1. Access the Inventory Module:

   Log in to Odoo and navigate to the Inventory module.

2. Go to Configuration Settings:

   Click on Configuration in the top menu, then select Settings.

3. Enable Storage Location Settings:

   Scroll down to the section for warehouse or storage location options. Check the box to enable storage locations.

4. Save Your Changes:

   Click the Save button to apply the new settings.

Created Menus

• Inventory/Reporting/odoostation
• Inventory/Reporting/odoostation/Item Level Tracking
• Inventory/Reporting/odoostation/Item Level Tracking By Warehouse
• Inventory/Reporting/odoostation/Periodic Inventory Tracking
• Inventory/Reporting/odoostation/Stock Movement Analysis

Usage

1 - Periodic Inventory Tracking

Inventory tracking by date range

Filters

Final Output

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2 - Stock Movement Analysis

Menu

Final Output

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3 - Item Level Tracking

Report for historical item on-hand levels

Menu

Final Output

Pivot

1. Purpose and Scope

This document outlines the basic requirements for the odoostation Inventory And Movements Analytics Odoo app. The app provides stock movement analysis and inventory tracking, and it restricts detailed analytics to authorized users (inventory administrators).

2. Product Overview

• Main Features:
  • Inventory Filtering Wizard
  • Dedicated Analytics Sub Menu
  • Period Based Inventory Reports
  • Stock Movement Analysis
  • Item Level Tracking

3. Limitations

• Variant Value: The cost of each variant is not supported in this app.
• Product Value on Date: The default Odoo stock tables do not maintain the history of the changing cost price for the items.
• No Transactions Trick: Inventory reports in this app will not show items with no transactions at all, which could be misleading in some scenarios.

4. Dependencies

• Dependencies: Requires Odoo modules: base, stock, stock_account, and product.

5. Enhancements

• Product Cost History: Based on each stock transaction, the cost can be added with each stock movement line.

6. Source Code Structure

• Menus & Views & Actions :
  • All menus are defined in file view_menus.xml
  • Views and actions for each report there is a xml file , at the top are the default views , then search tag . Actions comes at the bottom of each view file