Stock Card & Invoice Movement Card

Storekeepers and accountants need a running history of each product with opening balance, movements and closing balance, and also a view of what was invoiced per product or partner. This module provides two wizards: a warehouse stock card based on stock moves, and an invoice-based movement card for sales, purchases and returns. Each report can be viewed on screen, printed as PDF or downloaded as Excel. It plugs into Inventory reporting and Accounting reporting.

1. 1

   Open the Stock Card Report

   Go to Inventory > Reporting > Stock Card Report. A wizard opens with period, location, filter and grouping sections. It is meant for one warehouse location at a time.

   • Menu Inventory > Reporting
   • Sections: period, location, product filter, grouping
2. 2

   Set period and location

   Enter start and end dates and choose the location and company. The system rejects a start date after the end date and asks for both dates. Tick "Include zero movements" to keep products that did not move.

   • start_date, end_date
   • location_id, company_id
   • include_zero_movements
3. 3

   Filter products and group

   Filter by product category or a manual product selection, then group the output by product or category. If no product matches, a message says so. This limits the card to what you actually need.

   • filter_by
   • category_id / product_ids
   • group_by
4. 4

   View, print or export the stock card

   Use View Report for an on-screen list with opening, movement and closing lines, Generate PDF for a printout, or Generate Excel for a file. The screen list has filters for opening, moves only and closing lines. Totals are computed per product.

   • View Report
   • Generate PDF
   • Generate Excel
   • Filters: opening / moves / closing
5. 5

   Open the Invoice Product / Partner Card

   Go to Accounting > Reporting > Invoice Product / Partner Card. Choose the period and whether the card is by product or by partner. It reads posted invoices rather than stock moves.

   • Menu in Accounting reporting
   • Report setup: filter_by, group_by
6. 6

   Select products or partners

   Pick at least one product or partner depending on the filter; the system requires it. Dates are validated the same way. The result is limited to the chosen records.

   • product_ids / partner_ids
   • Required selection message
7. 7

   Read sales, returns and purchases

   The on-screen result offers filters for sale invoices, sales returns, purchase bills and purchase returns, and grouping by product or partner. Quantities and amounts are shown per document. Export to PDF or Excel from the wizard.

   • Sale Invoices / Sales Returns
   • Purchase Bills / Purchase Returns
   • Group by product or partner
8. 8

   Check permissions on the module page

   In Apps, the module form gets a "Groups & Permissions" tab that describes who can use the reports. Administrators use it to confirm access before rollout. It is informational and read only.

   • Tab on ir.module.module
   • Read-only HTML

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