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Inventory Valuation Report

by
Odoo

$ 31.62

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
• Invoicing (account)
Lines of code 432
Technical Name erpl_stock_valuation_reports
LicenseOPL-1
Websitehttps://erplabz.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
• Invoicing (account)
Lines of code 432
Technical Name erpl_stock_valuation_reports
LicenseOPL-1
Websitehttps://erplabz.com
Versions 18.0 19.0

Inventory Valuation Report

Get Informative Inventory Reports with Ease

Stock Reports PDF & Excel Inventory Analysis

Overview

The Inventory Valuation Report module helps businesses generate comprehensive reports of product quantities in inventory with downloadable PDF and Excel formats. Track your inventory movement, analyze stock trends, and make informed business decisions.

This module allows features like "Group By" options, company name input, warehouse selection, date range filtering, and many other options that help generate the exact report you need. These reports are beneficial for tracking products in inventory and improving business awareness.

Key Features

📊 PDF & Excel Reports

Generate reports in both PDF and Excel formats. PDF for professional presentation, Excel for data analysis and manipulation.

📅 Date Range Filtering

Select start and end dates to generate reports for specific periods. Analyze inventory changes over any timeframe.

🏭 Warehouse Selection

Filter reports by specific warehouses or view data for all warehouses. Multi-warehouse support included.

📦 Product Filtering

Generate reports for specific products or all products. Focus on what matters to your business.

🔄 Quantity Tracking

Track starting quantities, incoming, outgoing, adjusted, and final quantities. Complete inventory movement visibility.

💰 Valuation Amounts

Calculate inventory valuation based on product costs. Understand the financial value of your stock.

Report Components

The report tracks comprehensive inventory data across multiple dimensions:

Column Description
Product/Warehouse Product or warehouse name based on grouping selection
Starting Quantity Stock quantity at the beginning of the selected period
Incoming Quantity Total products received during the period (purchases, returns, etc.)
Outgoing Quantity Total products sent out during the period (sales, deliveries, etc.)
Adjusted Quantity Inventory adjustments made during the period
Final Quantity Ending stock: Starting + Incoming - Outgoing + Adjusted
Unit Cost Product standard cost
Valuation Total inventory value: Final Quantity × Unit Cost

How to Generate Reports

Step-by-Step Guide

  1. Navigate to Inventory → Reports → Stock Valuation Report
  2. Select the Date From (defaults to start of current month)
  3. Select the Date To (defaults to today)
  4. Choose the Company (defaults to your current company)
  5. Optionally select specific Warehouses (leave empty for all)
  6. Optionally select specific Products (leave empty for all)
  7. Choose Group By option:
    • Product - One row per product (sum across warehouses)
    • Warehouse - One row per warehouse (sum across products)
    • Detailed - One row per product-warehouse combination
  8. Click Generate PDF Report or Generate Excel Report

Benefits for Business

📈 Boost Business Sales

The reports generated help administrators get an overview of products in inventory and take necessary actions to either replenish or remove them. Such awareness helps businesses analyze which products are performing better, enabling strategic decisions to improve sales.

💡 Informed Decision Making

With accurate quantity tracking and valuation data, make informed decisions about:

  • Inventory replenishment timing
  • Product discontinuation
  • Warehouse optimization
  • Cash flow management
  • Storage cost reduction

📊 Better Data Management

Excel format allows easy data manipulation, pivot tables, additional calculations, and integration with other business intelligence tools. PDF format provides professional reports for stakeholders and management.

⏱️ Time Savings

Generate comprehensive reports in seconds instead of manual calculations. Focus your time on analysis and strategy rather than data compilation.

Group By Options Explained

Group By Product

Shows one row per product, combining quantities from all warehouses. Best for:

  • Overall product performance analysis
  • Company-wide inventory valuation
  • Product-level decision making

Group By Warehouse

Shows one row per warehouse, combining all products. Best for:

  • Warehouse performance comparison
  • Location-based inventory analysis
  • Distribution center optimization

Detailed View (Product & Warehouse)

Shows one row per product-warehouse combination. Best for:

  • Detailed inventory tracking
  • Identifying specific location-product issues
  • Comprehensive audit trails

Use Cases

  • Month-End Reporting: Generate valuation reports for financial closing
  • Inventory Audits: Compare system quantities with physical counts
  • Performance Analysis: Track product movement trends over time
  • Procurement Planning: Identify products needing replenishment
  • Storage Optimization: Find slow-moving products to clear space
  • Financial Analysis: Calculate inventory carrying costs
  • Stakeholder Reports: Professional PDF reports for management

Technical Information

Version: 19.0.1.0.0

Dependencies: stock, stock_account

External Dependencies: xlsxwriter (for Excel generation)

License: OPL-1 (Odoo Proprietary License)

Category: Inventory/Inventory

Compatibility: Odoo 19.0

Need Support?

Our team at ERP Labz is here to help!

Visit us at erplabz.com

© 2024 ERP Labz. All rights reserved.

Contact Us

For support, questions, or feature requests, please contact us at sales.erplabz@gmail.com

Visit our website: erplabz.com 

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