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Reporting

报告

Proper monitoring of the inventory operations will help you to easily analyze and understand the workflow in managing the inventory. Odoo can offer you a dedicated platform especially for generating reports for the inventory operations done in your organization with an accurate representation of data in graphical and tabular views. You can customize your reports in real-time to get meticulous reports as per your requirements. In the Reporting menu of the Odoo Inventory module, you will be able to get the reports of Stocks, Locations, Moves History, Stock Moves, Valuation, and Performance. Let’s take a look at each of these reporting platforms in detail.

适当地监控库存操作将有助于您轻松地分析和理解管理库存的工作流程。Odoo可以为您提供一个专门的平台，特别是用于为组织中完成的库存操作生成报告，并在图形和表格视图中准确表示数据。您可以实时定制报表，根据您的需求获得细致的报表。在Odoo库存模块的报告菜单中，您将能够获得库存，位置，移动历史，库存移动，估值和业绩的报告。让我们详细了解一下这些报告平台。

Stocks

库存

The Stocks platform in the Reporting menu will give a list view of all stocks available in your inventory. You will get the details of the Product, Unit Cost, Total Value, On Hand, Free to Use, Incoming, and Outgoing quantity.

报告菜单中的股票平台将提供库存中所有可用股票的列表视图。您将获得产品的详细信息，单位成本，总价值，现货，免费使用，进销存和出销存数量。

You can categorize the stock list based on the product category using the available categories shown on the left side of the screen as highlighted in the image. In order to simplify the search process, you can use the search bar at any time. The stocks can be filtered as Services, Products, Published, Available in PoS, Can be Sold, Can be Purchased, Can be Recurring, Can be Rented, Can be Subcontracted, Can be Expensed, Favorites, Warnings, Archived, Available products, and Negative Forecasted Quantity using the default Filters. You can create custom filters with assistance of the Add Custom Filter button. You will get Product Type, Product Category, and PoS Product Category as the default Group By option. Make use of the Add Custom Group button in order to create a custom group by option.

您可以使用图像中突出显示的屏幕左侧显示的可用类别，根据产品类别对库存列表进行分类。为了简化搜索过程，您可以随时使用搜索栏。可以使用默认过滤器将库存过滤为服务、产品、已发布、PoS中可用、可出售、可购买、可循环、可租用、可分包、可费用、收藏、警告、存档、可用产品和负预测数量。您可以在筛选按钮的帮助下创建自定义过滤器。您将获得产品类型、产品类别和PoS产品类别作为默认的分组选项。使用“添加自定义组”按钮，按选项创建自定义组。

By clicking on the icon given near the Total Value field, you will get the Stock Valuation Report of the individual products.

通过点击总价值字段附近给出的图标，您将获得单个产品的库存估值报告。

The stock valuation report of a product will show the valuation Date, Reference, Product, Company, Unit Value, Remaining Quantity, Remaining Value, and Total Value. If you want to get the stock valuation report of the product on a particular date, you can click on the Valuation at Date button. A pop-up window will appear asking you to choose a date to get the valuation report at that date.

产品的库存计价报告将显示估值日期、参考、产品、公司、单位价值、剩余数量、剩余价值和总价值。如果您希望在特定日期获得该产品的库存计价报告，您可以单击指定日期的计价按钮。将出现一个弹出窗口，要求您选择一个日期，以便在该日期获得计价报告。

You can mention the date and click the Confirm button. Odoo will show you the stock valuation report of the selected date on your screen.

您可以选择日期并单击确认按钮。Odoo将在您的屏幕上显示所选日期的库存计价报告。

Clicking on the small icon shown next to the On Hand field will give you the Inventory Adjustment details of the product.

单击在手字段旁边显示的小图标将为您提供产品的库存调整详细信息。

The working of the inventory adjustment platform is already discussed in the Inventory Adjustment section in this chapter.

本章的库存调整部分已经讨论了库存调整平台的工作原理。

If you want to get the moves history of any product, you can click on the History button given in the stock window as shown in the image. This will lead you to the moves history window of the respective product.

如果您想获得任何产品的移动历史记录，您可以单击库存窗口中给出的历史按钮，如图所示。这将引导您进入相应产品的移动历史窗口。

You can observe the Date, Reference, Product, Lot/Serial Number, From, To, Quantity, and Status of each move on this platform.

您可以在此平台上观察每个移动的日期，参考，产品，批号/序列号，从，到，数量和状态。

The Replenishment button available on the screen can be used to replenish the product based on reordering rules.

屏幕上提供的补货按钮可用于根据重新订购规则补充产品。The Location button will show the locations of a product in your inventory.

位置按钮将显示产品在库存中的位置。

You can create a new location history directly from this window using the Create button. This platform shows the Location, Product, Package, Lot/Serial Number, On Hand Quantity, and Reserved Quantity. You will get the History button to observe the products' moves, the Replenishment button to replenish the product, and the Valuation button to analyze the stock valuation in a particular location.

您可以使用新建按钮直接从此窗口创建新的位置历史记录。该平台显示位置、产品、包装、批号/序列号、库存数量和预留数量。历史按钮用于观察产品的移动，补货按钮用于补充产品，计价按钮用于分析特定位置的库存估值。

The Forcast button will help you to get the forecast report of a product.

“预测”按钮将帮助您获得产品的预测报告。

Location

位置

The list view of the Location report is given below. You can see the Location, Product, package, Lot/Serial Number, On Hand Quantity, and Reserved Quantity here.

Location报告的列表视图如下所示。您可以在这里看到位置、产品、包装、批号/序列号、库存数量和保留数量。

As we mentioned earlier, from the Location reporting window, you can observe the history of the moves using the History button and replenish the products using the Replenishment button. The inventory adjustment can be performed using the smart button available on the screen.

正如我们前面提到的，在位置报告窗口中，您可以使用历史按钮观察移动的历史记录，并使用补货按钮补充产品。可以使用屏幕上的智能按钮进行库存调整。

This screenshot shows the pivot table view of the Locations. You can use the Measures, Filters, and Group By options to generate suitable reports according to your demands. This window can be altered into a graphical view also where you can shift the graph between line, pie, and bar charts based on your convenience.

这个屏幕截图显示了位置的数据透视表视图。您可以使用测量、筛选和分组选项来根据您的需求生成合适的报告。此窗口还可以更改为图形视图，您可以根据自己的方便在线形图、饼图和条形图之间切换图形。

Moves History

移动历史

Odoo offers a separate platform to observe the moves history of all products recorded in your inventory. This report will give you a clear idea about the movement of products in your inventory on a particular date.

Odoo提供了一个单独的平台来观察库存中记录的所有产品的移动历史。这份报告将使你清楚地了解某一特定日期库存产品的流动情况。

Along with the date of operation, you will get the Reference, Product, Lot/Serial Number, From, To, Quantity, and Status from the list view of the platform. It also provides options to observe the history of moves in Pivot as well as Kanban views.

随着操作日期，您将从平台的列表视图中获得参考，产品，批号/序列号，从，到，数量和状态。它还提供了观察Pivot和看板视图中移动历史的选项。

The Stock Moves platform in the Reporting menu will show the report of all scheduled stock moves in your inventory.

“报告”菜单中的“库存变动”平台将显示库存中所有计划的库存变动的报告。

Stock Valuation

库存计价

The stock valuation reports can be generated with the help of the Valuation option available in the Reporting menu of the Inventory module. You can effectively analyze stock valuation using this report.

在库存模块的报告菜单中提供的计价选项的帮助下，可以生成库存计价报告。您可以使用此报告有效地分析库存计价。

From the list view of this platform, you will get the Date, Reference, Product, Company, Moved Quantity, Unit Value, and Total Value of the inventory valuation. In order to get the valuation report of a particular date, you are allowed to click on the Valuation at Date button where you will get a pop-up to mention the date. After selecting the date, you can click on the Confirm button and Odoo will display the valuation report of that particular date.

从该平台的列表视图中，您将获得库存评估的日期、参考、产品、公司、移动数量、单位价值和总价值。为了获得特定日期的估值报告，您可以单击“日期估值”按钮，在那里您将获得一个弹出框，以提及日期。选择日期后，您可以点击确认按钮，Odoo将显示该特定日期的估值报告。

The pivot view of the stock valuation report is given above. You can use Quantity, Remaining Quantity, Remaining Value, Total Value, Unit Value, and Count as Measures for the pivot table. Use the custom features available in the Filters and Group By options to get the expected report of the stock valuation.

股票估值报告的透视图如上所述。可以使用数量、剩余数量、剩余值、总价值、单位值和计数作为透视表的度量。使用筛选和分组选项中提供的自定义特性来获取库存计价的预期报告。

Warehouse Analysis

仓库分析

The performance of warehouse operations can be analyzed using the Performance button from the Reporting menu. Odoo will provide useful reports of the warehouse analysis that can be used in the future to enhance performance better than earlier.

可以使用报告菜单中的效能按钮分析仓库操作的性能。Odoo将提供有用的仓库分析报告，将来可以使用这些报告来比以前更好地提高性能。

You can observe this platform in Pivot and Graphical views. In the graphical view, you can select Pie, Line, or Bar charts according to the demand. You can change the Measures according to your purpose to get accurate details. You can use Cycle Time, Delay, Product Quantity, and Count as Measures. The report can be filtered based on Done Transfers, Done Deliveries, Done Receipts, and Transfer Date.

您可以在Pivot和图形视图中观察这个平台。在图形视图中，您可以根据需要选择饼图、线形图或条形图。您可以根据您的目的更改度量，以获得准确的细节。您可以使用周期时间、延迟、产品数量和计数作为度量。报表可以根据已完成的转账、已完成的交付、已完成的收据和转账日期进行筛选。

Using the dedicated Inventory management system in Odoo, you can organize and monitor all kinds of inventory operations at a single place. For the complete management of your inventory and warehouse operation, you can rely on the highly integrated Inventory module which can assure maximum efficiency in workflow.

使用Odoo专用的库存管理系统，您可以在一个地方组织和监控各种库存操作。对于您的库存和仓库操作的完整管理，您可以依靠高度集成的库存模块，可以确保工作流程的最高效率。