Overview
Buyers and inventory managers usually have to jump between sales orders, purchase orders, and stock moves to understand what happened to a single product. This module adds a one-click 'Purchase Sales Summary' button on every product that opens a wizard and builds a unified, date-ranged ledger of all sales and purchase lines for that product, complete with quantities in, quantities out, and a running stock balance that starts from the real opening stock on hand. It also upgrades Odoo's Purchase History into a full list/pivot/graph/calendar report with product-category tracking, rich filters, and a dedicated menu under Purchasing.
Workflow
Sale Purchase Report Wizard
Posted Only
All
Key Features
- Adds a 'Purchase Sales Summary' button on both the product variant and product template forms.
- Wizard generates a combined sales-and-purchase transaction ledger for a single product over a chosen date range.
- Computes a true opening balance from done stock moves before the start date, then a running balance per line.
- Splits each transaction into quantity in (purchases) and quantity out (sales) with sum totals in the list.
- Lets you scope the report to confirmed/posted documents only or include all orders.
- Color-codes the report (green for stock in, red for stock out) and links each row back to its source order.
- Shows unit price, line total, currency, partner, and unit of measure for every movement.
- Pulls invoice narration as remarks so notes from related bills/invoices appear inline.
- Adds a Product Category column and a richer Purchase History report with pivot, graph, and calendar views.
- Provides an extensive purchase-line search view with date, status, value, product-type, and group-by filters.