Option 1

Step 1: Go to Inventory app, open Studio, and add a menu for report.stock.quantity model

Tip: From this page, you could also move the report menu inside any other menu.

Step 2: Inside the new menu page, set the next filter as favorite/default filter

Tip: In case you need it, you can also filter by forecasted receipts or deliveries

Now you can filter/group your report based on different parameters that belong to product template, product variant, date, company and/or warehouse

Example: Report for Product Category Furtniture/Office between September 1 and 30 in the Warehouse "YourCompany"

Tip: Using Studio, you could also add a pivot table view 

Example: Pivot table showing forecasted quantity in products in the category "Furtniture/Office" grouped by month and warehouse

Option 2

Step 1: Add the following models to Spreadhsheets using the action button from the list view

Make sure to add the appropiate filters before inserting the list in Spreadsheet

Models to insert in spreadsheets:

​

You can change the name of the sheets and the lists to easier indentify each table and manage the Spreadhsheets formulas.

Example:

Step 2: Add a new sheet and manually create a table with the following columns 

1. Date
2. All Dates
3. Pending Incoming
4. Pending Outgoing
5. Current Stock
6. Accumulated Incoming
7. Accumulated Outgoing
8. Forecast

Use other 2 cells in the same sheet to stablish the Minimun Date and Maximun Date with the following formulas:

​

​

For the table generated in Step 2, add the following formulas and drag them down:

Brief explanation:

• K2 and K3 in the same sheet are the minimun and maximum dates respectively in my spreadsheet
• Sheet "Incoming quantities" (list from Move Analysis model):
• • Column A: Dates for each pending receipt in Odoo. Rounding down the dates to ignore the hours/minutes/seconds
  • Column F: "Demand" quantities for each pending receipt in Odoo
• Sheet "Outgoing quantities" (list from Move Analysis model):
• • Column A: Dates for each pending delivery in Odoo. Rounding down the dates to ignore the hours/minutes/seconds
  • Column F: "Demand" quantities for each pending delivery in Odoo
• Sheet "Quantities in Stock" (list from Location Report model):
• • Columnd D: Inventoried Quantity

Step 3: Add a graph to show the forecast based on date 

Step 4: Add global filters to filter the data you would like to see

Example of filters by location, product categories, and specific product.

Note: For locations, I stablished only one filter as "Intermediate location" for receipts and as "Source location" for deliveries, but you can create two independent filters to have more control over the location filter for receipts and deliveries. You can set one or more locations per filter at the same time, so you can see a report of one or more warehouses

​

Final result: 

Explanation:

• I currently have 100 units in my warehouse
• I will deliver 20 units on Sept 15  Then I will have 80 forecasted units
• I will receive 10 units on Sep 22  Then I will have 90 forecasted units
• I will receive 50 units on Oct 01  Then I will have 140 forecasted units

Aditional: Add conditional formating 

In order to identify easier:

• Today's date in column A and B
• Any pending recepits/deliveries in column C and D
• Current Stock in E2
• The dates when the forecasted quantities are less than or equal to 0

​