Moves history dashboard
The Moves History report in Odoo Inventory provides a detailed record of product movements (containing past and current locations), lot numbers, and reasons for movement. Reports can be generated for any time frame, making this report essential for analyzing stock levels, monitoring inventory turnover, and identifying any discrepancies in inventory.
TIP
The reporting feature is only accessible to users with admin access
.
To access the stock report, go to Inventory app ‣ Reporting ‣ Moves History
.
Navigate the moves history report
In the report, the columns represent:
Date
: calendar date and time of the stock move.Reference
: description of the reason for the stock move or quantity change, such as a receipt number (e.g. [WH/IN/00012]).Product
: name of the product involved in the move.Lot/Serial Number
: specifies the lot or serial number of the tracked product being moved.From
: source location of the moved product.To
: destination location of the moved product.Quantity
: number of products moved.Unit
: unit of measure of the products moved.Status
: indicates the move status, which can beDone
,Available
(ready for action), orPartially Available
(insufficient quantities to complete the operation).
Search options
Use the following search options to customize the Moves History
report to display relevant information
:::::: tabs ::: tab Filters
The Filters
section allows users to search among pre-made and custom filters to find specific stock records.
To Do
: show stock move records that are in progress. This includes lines with aStatus
column value ofAvailable
orPartially Available
.Done
: completed stock moves, with aStatus
ofDone
.Incoming
: displays move records from vendor locations.Outgoing
: displays move records to customer locations, including customer returns.Internal
: displays move records from one internal location to another.Manufacturing
: shows records where products were produced from the virtual, productionlocation
.Date
: select this drop-down menu to access various date filter options and view stock moves from a specific month, quarter, or year.Last 30 Days
: show records that occurred in the last thirty days.Last 3 Months
: show records from the last three months. :::
::: tab Group By
The Group By
section allows users to add pre-made and custom groupings to the search.
Product
: group records by product.Status
: group records by the three status types:Done
,Available
, andPartially Available
.Date
: group records byYear
,Quarter
,Month
,Week
, orDay
.Transfers
: group records by operation number, e.g. [WH/OUT/00012], [WH/MO/00211].Location
: group records by source location (theFrom
column in this report).Category
: group records by product category. To configure these, go toInventory app ‣ Configuration ‣ Products: Product Categories
.Batch Transfer
: group records bybatch
. :::
::: tab Favorites
To save the current applied filters and groups, so the same information can be easily accessed after closing this page, click Save current search
.
Optionally, tick the Default filter
checkbox to make this current view the default filter when opening the Moves History
report. Or tick the Shared
checkbox to make the search option available to other users.
Lastly, click the Save
button. ::: ::::::