+
+
+
+ Inventory Age Breakdown Report
+| + | + | + | + | + | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sl.no | +PRODUCT | +CATEGORY | +TOTAL STOCK | +STOCK VALUE | +STOCK | +VALUE | +STOCK | +VALUE | +STOCK | +VALUE | +STOCK | +VALUE | +STOCK | +VALUE | +
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+ |
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+ |
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+ |
+
+ |
+
+ |
+ ||
+
+
+
+ Inventory Aging Report
+| Sl.no | +PRODUCT | +CATEGORY | +CURRENT STOCK | +CURRENT VALUE | +STOCK QUANT(%) | +STOCK VALUE(%) | +OLDEST STOCK AGE | +OLDEST STOCK | +OLDEST STOCK VALUE | +
|---|---|---|---|---|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+
+
+
+
+ Inventory FSN Report
++
+
+
+
+
+
+ Start Date:
+
+
+
+ + End Date: + + +
+
+ + + End Date: + + +
+
| Sl.no | +PRODUCT | +CATEGORY | +OPENING STOCK | +CLOSING STOCK | +AVERAGE STOCK | +SALES | +TURNOVER RATIO | +FSN CLASSIFICATION | +
|---|---|---|---|---|---|---|---|---|
|
+ |
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+ |
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+ |
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+ |
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+ |
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+
+
+ Inventory FSN-XYZ Report
++
+
+
+
+
+
+ Start Date:
+
+
+
+ + End Date: + + +
+
+ + + End Date: + + +
+
| Sl.no | +PRODUCT | +CATEGORY | +AVERAGE STOCK | +SALES | +TURNOVER RATIO | +CURRENT STOCK | +STOCK VALUE | +FSN CLASSIFICATION | +XYZ CLASSIFICATION | +FSN-XYZ CLASSIFICATION | +
|---|---|---|---|---|---|---|---|---|---|---|
|
+ |
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+ |
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+ |
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+ |
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+ |
+
+
+
+
+
+
+
+
+ Inventory Out Of Stock Report
++
+
+
+
+
+
+ Sales History from:
+
+
+
+ + Sales History Upto: + + +
+ + Inventory Analysis For Next: + + + days +
+
+ + + Sales History Upto: + + +
+ + Inventory Analysis For Next: + + + days +
+
| Sl.no | +PRODUCT | +CATEGORY | +CURRENT STOCK | +INCOMING | +OUTGOING | +VIRTUAL STOCK | +SALES | +ADS | +DEMANDED QTY | +IN STOCK DAYS | +OUT OF STOCK DAYS | +OUT OF STOCK RATIO | +COST PRICE | +OUT OF STOCK QTY | +OUT OF STOCK QTY(%) | +OUT OF STOCK VALUE(%) | +TURNOVER RATIO(%) | +FSN CLASSIFICATION | +
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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+ |
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+ |
+
+
+
+
+
+
+
+
+ Inventory Over Stock Report
++
+
+
+
+
+
+ Sales History from:
+
+
+
+ + Sales History Up to: + + +
+ + Inventory Analysis For Next: + + days +
+
+ + + Sales History Up to: + + +
+ + Inventory Analysis For Next: + + days +
+
| Sl.no | +PRODUCT | +CATEGORY | +CURRENT STOCK | +INCOMING | +OUTGOING | +VIRTUAL STOCK | +SALES | +ADS | +DEMANDED QTY | +COVERAGE DAYS | +OVER STOCK QTY | +OVER STOCK QTY(%) | +OVER STOCK VALUE | +OVER STOCK VALUE(%) | +TURNOVER RATIO(%) | +FSN CLASSIFICATION | +LAST PO DATE | +LAST PO QTY | +LAST PO PRICE | +CURRENCY | +PARTNER | +
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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+ |
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+ |
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+ |
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+ |
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+ |
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+ |
+
+
+
+
+
+
+
+
+
+ Inventory Stock Movement Report
++
+
+
+
+
+
+ Date from:
+
+
+
+ + Date to: + + +
+
+
+ Stock Movements Up To:
+
+
+
+
+ + + Date to: + + +
+
| Sl.no | +COMPANY | +PRODUCT | +CATEGORY | +OPENING STOCK | +SALES | +SALES RETURN | +PURCHASE | +PURCHASE RETURN | +INTERNAL IN | +INTERNAL OUT | +ADJUSTMENT IN | +ADJUSTMENT OUT | +PRODUCTION IN | +PRODUCTION OUT | +TRANSIT IN | +TRANSIT OUT | +CLOSING STOCK | +
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
+ |
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+ |
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+ |
+
+ |
+
+
+
+
+ Inventory XYZ Report
+| Sl.no | +PRODUCT | +CATEGORY | +CURRENT STOCK | +STOCK VALUE | +STOCK VALUE(%) | +CUMULATIVE STOCK(%) | +XYZ CLASSIFICATION | +
|---|---|---|---|---|---|---|---|
|
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+ |
+
+
+
+
+
+ 
+
+
+
+
+
+
+ Community
+
+
+ Enterprise
+
+
+ Odoo.sh
+
+
+
+
+
+
+
+ 
+
+ + Inventory Advanced Reports
++ Inventory Reports to Help You to Manage Your Inventory + Properly.
+ +
+
+
+
+ 
+
+
+ + Explore This + Module
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ + Overview +
+
+
+
+
+
+ This module allows you to generate inventory reports,
+ users can track Aging analysis, FSN classification
+ (inventory movement frequency classification), XYZ classification
+ (inventory classification based on stock value), FSN-XYZ combined
+ classification to define sales strategies for the existing inventories.
+ Overstock analysis, Out of Stock analysis and Stock movements (inventory
+ rotation).
+
+
+
+
+ 
+
+
+ + Features +
+
+
+
+
+
+
+
+ 
+ Inventory Aging Report.
+
+
+ Inventory Aging Report.
+
+
+ Inventory Age Breakdown Report.
+
+
+ Inventory Age Breakdown Report.
+
+
+ Inventory FSN Report.
+
+
+ Inventory FSN Report.
+
+
+ Inventory XYZ Report.
+
+
+ Inventory XYZ Report.
+
+
+ Inventory FSN-XYZ Report.
+
+
+ Inventory FSN-XYZ Report.
+
+
+ Inventory Out Of Stock Report.
+
+
+ Inventory Out Of Stock Report.
+
+
+ Inventory Over Stock Report.
+
+
+ Inventory Over Stock Report.
+
+
+ Inventory Stock Movement 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.
+
+
+ + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+
+ + + +
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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 ratio < 1.
+ + ++++ Advantages 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.
+
+
+ + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+
+ + + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+
+ + + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+
+ + + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+ + + +
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+
+
+
+
+
+
+
+
+ -
+
-
+
+
+ ++
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.
+
+
+ + + +
+ 
+ 
+ 
+ 
+
+
+
+ 
+
+
+ + Related + Products +
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+ + Odoo + Customization
+
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+ 
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+
+ + Odoo + Implementation
+
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+ 
+
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+ + Odoo + Support
+
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+ + Hire + Odoo + Developer
+
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diff --git a/inventory_advanced_reports/static/src/js/action_manager.js b/inventory_advanced_reports/static/src/js/action_manager.js
new file mode 100755
index 000000000..7984cbf57
--- /dev/null
+++ b/inventory_advanced_reports/static/src/js/action_manager.js
@@ -0,0 +1,16 @@
+/** @odoo-module */
+import { registry } from "@web/core/registry";
+import { BlockUI } from "@web/core/ui/block_ui";
+import { download } from "@web/core/network/download";
+// Action manager for printing xlsx report
+registry.category("ir.actions.report handlers").add("xlsx", async (action) => {
+ if (action.report_type === 'xlsx') {
+ BlockUI;
+ await download({
+ url: '/xlsx_reports',
+ data: action.data,
+ complete: () => unblockUI,
+ error: (error) => self.call('crash_manager', 'rpc_error', error),
+ });
+ }
+});
diff --git a/inventory_advanced_reports/wizard/__init__.py b/inventory_advanced_reports/wizard/__init__.py
new file mode 100644
index 000000000..bd67c6653
--- /dev/null
+++ b/inventory_advanced_reports/wizard/__init__.py
@@ -0,0 +1,35 @@
+# -*- coding: utf-8 -*-
+###############################################################################
+#
+# Cybrosys Technologies Pvt. Ltd.
+#
+# Copyright (C) 2024-TODAY Cybrosys Technologies(
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+
+
+ 
+
+
+
+
+
+
+ 
+
+
+