Inventory valuation, any date, any warehouse

Reconstruct the exact value of your stock at month-end, year-end, or audit date, filtered by warehouse, location, category, and lot, then export straight to PDF or Excel.

The problem

Odoo's native stock valuation only shows today's number. Accountants and controllers closing the books need to know what inventory was worth on a specific past date, sliced by warehouse, location, category, and lot, with clean PDF and Excel evidence for auditors. Rebuilding that by hand from move history is slow and error-prone.

The solution

Generate a valuation snapshot for any date, in seconds. Filter by warehouse, location, category, lot/serial, and ownership, compare two dates side by side, then pivot, graph, and export the exact figures your auditors and management expect.

Capabilities

Everything a stock valuation report needs

Every capability below is implemented in the module.

01

Valuation On Any Date

Reconstruct the exact inventory value at any past date from done stock moves, valued at standard cost — built for month-end, year-end, and audit closing.

02

Multi-Date Comparison

Set a second comparison date on the same report to see quantity, value, and the difference side by side, without running two separate reports.

03

Full Filter Set

Filter by warehouse, stock location, product category, and product in a single report form, so every dimension you need is one screen, not scattered across apps.

04

Lot & Serial Valuation

Optionally group valuation lines by lot or serial number, with lot-specific standard cost applied automatically for lot-valuated products.

05

Owned vs. Non-Owned Goods

Exclude consignment and other third-party-owned stock from booked valuation with a single toggle, so reported value matches what your company actually owns.

06

On-Screen Pivot & Graph Analysis

Explore valuation lines in a pivot table or bar graph, grouped by category and date, before you export — no need to regenerate the report to change a view.

07

PDF & Excel Export

Print an audit-ready PDF or export a full Excel workbook of the same filtered data, including comparison columns when a second date is set.

08

Scheduled Monthly Generation

Enable a monthly scheduled action to generate valuation reports automatically, so month-end snapshots are ready without manual work.

09

Role-Based Access

Restrict who can view and generate valuation reports with dedicated User and Manager permission groups, keeping sensitive inventory value data controlled.

Workflow

How it works

1

Set your date

Pick the valuation date (and an optional comparison date), then choose warehouses, locations, and categories to include.

2

Generate

Click Generate to build valuation lines from done stock moves as of that date, grouped by product, lot, or location as needed.

3

Analyze

Switch to the pivot or graph view to slice value by category, date, or location before deciding what to export.

4

Export

Print the PDF or download the Excel workbook, matching exactly what you see on screen.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. Set any valuation date and the report reconstructs value from done stock moves as of that date, not just the current live figure.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Stock Inventory Valuation Report

Generate point-in-time and historical stock valuation reports for any past date, filtered by warehouse, location, category, and lot/serial, then compare two dates side by side and export to PDF or Excel. Built for accountants, controllers, and warehouse managers who need audit-ready inventory valuation with on-screen pivot and graph analysis, consignment exclusion, and scheduled monthly generation.

Buy on Odoo App Store