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Kaizen – Advanced Inventory & Stock Analytics Suite

by
Odoo

$ 225.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
Lines of code 8554
Technical Name kaz_inventory_reports_advance
LicenseOPL-1
Websitehttp://www.kaizenae.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
Lines of code 8554
Technical Name kaz_inventory_reports_advance
LicenseOPL-1
Websitehttp://www.kaizenae.com/
+971 56 682 8386

Advanced Inventory & Stock Analytics Suite
for Odoo

Gain end-to-end visibility into your inventory with 15+ executive-grade reports: ABC/XYZ, Inventory Turnover, Coverage Days, Stock Aging, Overstock & Stock Alerts, FSN Movement, FIFO/LIFO Valuation, Serial/Lot Tracking, Sales Analysis, Reorder Analysis, Stock Forecast, and more. Preview inside Odoo, export clean PDFs and Excel, and filter by date, product, category, or warehouse. Align Operations and Finance with audit-ready valuation and full traceability, reduce stockouts, and free working capital—without spreadsheets.

© 2025 Kaizen Principles

What's New in Advanced Inventory & Stock Analytics Suite for Odoo

15+ executive reports in one app

Immediate business impact

Audit-ready valuation

Replenishment clarity

Traceability & compliance

Kaizen Principles
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
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All Features

Valuation Reports
-FIFO Valuation: First-In, First-Out inventory valuation.
-LIFO Valuation: Last-In, First-Out inventory valuation.
-Inventory Valuation: On-hand valuation by date with category filters.
Performance Reports
Inventory Turnover Ratio: Measures how many times inventory is sold or used in a period.
Stock Velocity: Analyzes the speed at which stock moves through the inventory.
Inventory Coverage Days: Indicates how many days of sales can be covered with current inventory.
Classification Reports
ABC Analysis: Classifies inventory items based on their value contribution.
XYZ Analysis: Categorizes inventory items based on the variability of their demand.
FSN (Fast/Slow/Non-Moving) Analysis: Identifies fast-moving, slow-moving, and non-moving inventory items.
Risk Management Reports
Stock Aging: Reports on the age of inventory, highlighting potentially obsolete stock.
Overstock: Identifies items with excess stock levels.
Stock Alerts: Provides threshold-based alerts for low or high stock levels.
Expiry/Expired Stock: Tracks inventory items nearing or past their expiration dates.
Movement & Sales Reports
Stock Movement: Detailed reports on inventory movements by date, product, and picking type.
Sales Analysis: Analyzes sales data in relation to inventory.
Product Stock In/Out by Month: Provides a monthly overview of product stock movements.
Financial Reports
Balance Sheet: Inventory-related balances integrated into the balance sheet by account and year.
Cost Analysis by Location: Analyzes inventory costs based on storage locations.
Product Profitability: Reports on the profitability of individual products.
Forecast & Replenishment Reports
Stock Forecast: Predicts future stock levels based on historical data and demand.
Reorder Analysis: Helps determine optimal reorder points and quantities.
Traceability Reports
Serial/Lot Number Tracking: Provides detailed tracking of products by serial or lot numbers.
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Free 30 Days Support

Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Advanced Inventory & Stock Analytics Suite

Gain full transparency into inventory performance—teams can preview, export, and act on 15+ executive-grade reports in real time directly inside Odoo. From Inventory Turnover and Coverage Days to ABC/XYZ classification, Stock Aging, FSN movement, FIFO/LIFO valuation, Serial/Lot traceability, Reorder Analysis, Sales Analysis, and Forecast, everything is auto-calculated with date, product, category, and warehouse filters, then delivered in a single click as clean PDF or Excel—no spreadsheets required. With audit-ready valuation and expiry alerts built in, you’ll cut stockouts, reduce carrying costs, and align Finance with Operations. Whether you’re rebalancing inventory, closing month-end, or preparing for audits, this module centralizes your inventory intelligence, boosts accuracy, and accelerates decision-making.

Open Inventory Reporting

In the Inventory app, click the Reporting tab (top menu) to access all analytics—ABC/XYZ, Turnover, Coverage, Aging, Forecast, and more. Use the search and filters to jump to the specific report you need.

Select “Product Movement Report”

Open the Reporting dropdown and click Product Movement Report to analyze item movements (fast/slow/non-moving), quantities, and source→destination flows. You can filter by dates, products, and warehouses, then preview, export PDF, or download Excel.

Configure Filters & Click “Preview Report”

Set your Start/End Date, define thresholds for Qty. for Slow Moving and Qty. for Fast Moving, and choose a Warehouse if needed. Then press Preview Report to see the on-screen results. Use Download XLS/PDF for exports or Graph Report for a chart view

Review Product Movement Results

After Preview Report, you’ll see a list of Product, Category, and Total Quantity for the selected period. Scroll or use search/group-by to focus on items. When done, click Reporting (top menu) to run another report or return to the reports list.

Select “Stock Availability Report”

From Reporting, choose Stock Availability Report to view on-hand quantities by product (as-of a chosen Stock At Date). Filter by category or warehouse, then Preview, Download PDF/XLS, or group/search to focus on specific items.

Set Stock Date & Preview Availability

Pick the Stock At Date (as-of snapshot). Optionally tick Filter Report to limit by Category. Then click Preview Report to see on-hand quantities; use Download XLS/PDF or Graph Report as needed.

Review On-Hand Snapshot & Spot Negatives

This table shows each product’s Available Qty (as of the selected date) and Unit. Scan for negative quantities to catch oversells, missing receipts, or adjustment errors. Use search/group-by to focus on categories or items, then export to PDF/XLS if needed.

Select “Stock Movement Report”

From Reporting, choose Stock Movement Report to review every transfer with source → destination, quantity, SO/PO references, and status. Filter by date, product, and picking type, then Preview, Download PDF/XLS, or switch to a graph view.

Set Filters & Preview Stock Movements

Choose the Start/End Date, optionally enable Dated Report to group moves by date, and select specific Products and Picking Types to narrow the scope. Click Preview Report to render the table; use Download XLS/PDF or Graph Report for exports and visuals.

Review Movement Lines & Trace Documents

The preview lists each move with clickable Reference (picking) and SO/PO Reference. Verify source → destination, quantity, and status for accuracy. Use filters or enable Dated Report to group by date, then export via PDF/XLS or open Graph Report.

Select “Stock Aging Report”

From Reporting, choose Stock Aging Report to see items bucketed by days in stock (e.g., Fresh ≤30, Slow 31–60, Aging 61–90, Dead >90). Use date, product, or warehouse filters, then Preview, Download PDF/XLS, or graph results to target excess and non-moving inventory.

Set Date Range & Preview Aging

Choose the Start Date and End Date, optionally filter by Product Category, then click Preview Report to generate the Stock Aging table. Use Download XLS/PDF or Graph Report to share or visualize the results.

Analyze Stock Aging Results (Days in Stock)

Review each item’s Quantity, Date Received, and computed Days in Stock. The Status bucket helps prioritize actions — Fresh (≤30), Slow (31–60), Aging (61–90), Dead (>90). Sort by Days in Stock to target non-moving stock, then export via PDF/XLS.

Open Product & Verify On-Hand

Go to Products, search/filter for the item, then click the Kaizen principle product card to open its form. Confirm price and On hand quantity, and drill into stock moves, lots/serials, valuation, or replenishment if needed.

Open “More” Actions on the Product

On the product form, click More (top right) to drill into inventory details—Stock Moves, Valuation, Lots/Serials, Reordering Rules, and other actions. Use the smart buttons (On Hand, Forecasted, Documents) to jump straight to current quantities and attachments.

Open “Reordering Rules”

On the product page, click More ▾ → Reordering Rules to add or edit min/max levels, lead times, and warehouses. These rules drive automatic replenishment so the item is reordered before it runs out.

Click “New” to Add a Reordering Rule

In Reordering Rules (filtered to this product), press New and set Min/Max levels, lead time, warehouse/location, and route (Buy/Manufacture). Once saved, Odoo will auto-create RFQs/MOs whenever the forecast falls below Min.

Set Min/Max Levels & Save

Enter the Min (reorder point) and the Max (target stock) for this product—e.g., Min 5, Max 20. When forecasted qty drops below Min, Odoo proposes a purchase/manufacture to reach Max and fills To Order automatically. Click Save to activate the rule.

Select “Stock Reorder Analysis Report”

From Reporting, open Stock Reorder Analysis Report to compare On Hand/Forecast against Min/Max rules and see the system-calculated To Order quantities. Use it to spot immediate replenishment needs, then preview or export to PDF/XLS.

Set Date Range & Preview Reorder Needs

Choose the Start Date and End Date, then click Preview Report to calculate items that need replenishment based on your Min/Max rules. Review To Order quantities, and use Download XLS/PDF or Graph Report to share or visualize.

Interpret Reorder Analysis Results

Review each line’s On Hand, Forecast, Min, Max, and computed To Order. In this example, Min = 5.0 and Forecast = 10.0, so the system suggests To Order = 0. When Forecast drops below Min, it will propose a quantity to replenish up to Max.

Select “Stock Forecast Report”

From Reporting, choose Stock Forecast Report to project future availability from current stock plus confirmed incoming/outgoing moves over a date range. Use it to anticipate shortages, plan purchases, and prevent stockouts—then Preview or export to PDF/XLS.

Set Forecast Window & Preview

Choose the Start and End Date to define your forecasting horizon, then click Preview Report. The module projects availability from current stock plus confirmed incoming/outgoing moves. Export via XLS/PDF or view the Graph Report.

Review Forecasted Quantities

The table shows each product’s Forecast for the selected period. Scan for low or negative values to anticipate shortages; positive values confirm expected availability after planned receipts and reservations. Use search/group-by as needed and export to PDF/XLS.

Select “Sales Analysis Report”

From Reporting, choose Sales Analysis Report to review quantities sold, unit prices, and total sales by product or category over your date range. Use filters, then Preview, Download PDF/XLS, or switch to a graph for quick trends.

Select “Trial Balance” (Accounting)

In the Accounting app, open Reporting → Trial Balance to review opening balances, period Debits/Credits, and closing balances per account. Use it to validate inventory valuation/COGS postings during month-end; apply date/journal filters and export to PDF/XLS.

Review Trial Balance & Validate Postings

Examine the Trial Balance for the selected period and verify key accounts (e.g., Sales, Inventory, COGS, Stock Interim). Click any amount to drill down to journal items. Ensure totals balance and watch the banner for unposted entries—post them before finalizing. Export via PDF/XLS if needed.

Select “Balance Sheet Report”

From Reporting, choose Balance Sheet Report to see year-based account balances (Assets, Liabilities, Equity) tied to inventory activity. Use it to reconcile stock valuation with Accounting, then Preview, Download PDF/XLS, or adjust the year filter.

Set Year & Preview Balance Sheet

Pick the Year for which you want account balances, then click Preview Report. Use Download XLS/PDF for exports or Graph Report to visualize Assets, Liabilities, and Equity totals.

Review Balance Sheet Results

The year-based Balance Sheet lists each account with its computed balance. Scan key lines (Inventory, COGS, Product Sales, Expenses) for unusual negatives or mismatches, then export to PDF/XLS or click Reporting to run another report.

Select “Inventory Overstock Report”

From Reporting, open Inventory Overstock Report to instantly spot products with quantities above your defined threshold. Use it to target excess stock, free working capital, and plan clearance or purchase holds. Preview, then export to PDF/XLS as needed.

Set Threshold & Preview Overstock

Enter the Threshold Quantity (e.g., 5) to flag products whose on-hand exceeds this limit. Click Preview Report to list overstocked items, then use Download XLS/PDF or Graph Report to share and visualize results.

Review Overstock Results (Above Threshold)

This table lists products whose On Hand exceeds your Threshold Quantity. Use it to target excess stock—pause purchases, transfer between warehouses, or run promotions—and adjust Min/Max rules if needed. Export the list via PDF/XLS for actioning.

Select “Inventory Coverage Report”

From Reporting, choose Inventory Coverage Report to see coverage days per product—based on recent consumption and on-hand stock. Identify items at risk of stockout (low coverage) or overstock (very high coverage). Filter by date/category, then Preview or export PDF/XLS.

Define Date Range & Preview Coverage

Set the Start Date and End Date, then click Preview Report to compute each product’s coverage days (on-hand ÷ daily consumption). Use Download XLS/PDF or Graph Report to share or visualize the results.

Open Delivery from Sales Order

On the sales order, click the Delivery smart button to open the outgoing picking. Review the products and quantities, then Validate to reserve and deliver stock—this updates inventory moves and makes the order ready for invoicing.

Validate the Delivery

On the outgoing picking (WH/OUT/00026), review the lines and click Validate to post the transfer. This moves the goods, updates on-hand/forecast, and—if automated valuation is enabled—creates the related accounting entries.

Select “Inventory Coverage Report”

From Reporting, open Inventory Coverage Report to calculate coverage days per product (on-hand vs recent consumption). Spot items at risk of stockout or excess, then Preview and export to PDF/XLS.

Set Coverage Dates & Preview

Enter the Start and End Date to define the analysis window, then click Preview Report. The system computes daily consumption and coverage days for each product, helping you prioritize replenishment. Export via XLS/PDF or open Graph Report.

Analyze Coverage Results (Daily Consumption & Days)

Review each product’s On Hand, Forecasted, Daily Consumption (e.g., 0.07/day), and computed Coverage Days (e.g., 120). Low coverage = risk of stockout; very high coverage = potential overstock. Use these insights to adjust Min/Max, place POs, or run clearance—then export to PDF/XLS.

Select “Product Profitability Report”

From Reporting, choose Product Profitability Report to see revenue, cost, gross profit, and margin % by product for your date range. Identify best-sellers vs low-margin items, then Preview or export to PDF/XLS.

Set Date Range & Preview Profitability

Choose the Start Date and End Date, then click Preview Report to calculate revenue, cost, gross profit, and margin % per product. Use Download XLS/PDF for exports or Graph Report for a quick visual.

Review Product Profitability Metrics

See Total Revenue, Total Cost, Gross Profit, and Profit % per product for the selected dates. Sort by Gross Profit or Profit % to spot top performers and loss-makers, then drill in or export via PDF/XLS or Graph Report.

Select “Inventory XYZ Analysis Report”

From Reporting, open Inventory XYZ Analysis Report to classify products by demand variability—X (stable), Y (moderate), Z (erratic)—using recent monthly consumption (coefficient of variation). Use it to fine-tune safety stock and forecasting. Then Preview or export PDF/XLS.

Set Date Range & Preview XYZ Analysis

Choose the Dates window, then click Preview Report to classify products into X/Y/Z based on demand variability (coefficient of variation). Use the results to tune safety stock and forecasting; export via XLS/PDF or see a Graph Report.

Review XYZ Analysis Results

See each product’s Current Stock, Stock Value, and assigned Class (X/Y/Z). Interpret fast: X = stable, Y = variable, Z = erratic. Use this to tune safety stock and forecasting—lean buffers for X, moderate for Y, tighter controls or MOQ review for Z. Export via PDF/XLS if needed.

Select “Inventory ABC Analysis Report”

From Reporting, open Inventory ABC Analysis Report to prioritize items by value contribution—A (top movers/cost impact), B (medium), C (long tail)—based on cumulative movement/value. Use it to focus purchasing and cycle counts where it matters most, then Preview or export PDF/XLS.

Set Date Range & Preview ABC Analysis

Pick the Dates window, then click Preview Report to classify items by value contribution—A (top ~80%), B (next ~15%), C (last ~5%)—based on cumulative movements/value. Use the results to focus purchasing, cycle counts, and shelf space. Export via XLS/PDF or open Graph Report.

Review ABC Analysis Results

See each product’s Movements, % contribution, and assigned Category (A/B/C). Sort by Percentage to focus on A-items (highest impact), plan periodic counts for B, and consider optimization or clearance for C. Export via PDF/XLS or open Graph Report.

Select “FIFO Valuation Report”

From Reporting, choose FIFO Valuation Report to value current stock by First-In, First-Out. Review per product: type, cost price, received/sold/internal/adjustment quantities, available qty, and total value. Set a valuation date, then Preview or export to PDF/XLS.

Choose Valuation Date & Preview

Pick the Valuation Date from the calendar to calculate stock value as of that cutoff (FIFO method). After selecting the date, click Preview Report to see per-product quantities, unit cost, and total value, or export to PDF/XLS.

Review FIFO Valuation Results

See per-product valuation as of the selected Valuation Date using FIFO. Check Cost Price, recent Received/Sales/Internal/Adjustment quantities, the Available Qty, and the computed Value (Available × Cost). Use Graph Report for a visual and PDF/XLS to share.

Why Kaizen

You know us as the makers of the Odoo "Advanced Inventory & Stock Analytics Suite for Odoo".

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