mirror of
https://github.com/inventree/InvenTree.git
synced 2026-09-01 17:51:23 +00:00
Merge commit '4c4c86e180cc9e07ccc440851f401e8fb65529f0' into block-notes
This commit is contained in:
Oliver Walters
@@ -23,6 +23,36 @@ Throughout this documentation (and within InvenTree) the concepts of *cost* and
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| Price | The theoretical amount of money required to pay for something. |
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| Cost | The actual amount of money paid. |
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## Line Items
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Orders (Purchase Orders, Sales Orders, and Return Orders) are made up of *line items*, each linking a *Quantity* to a *Unit Price*. A line item's *Line Total* is calculated as follows:
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```
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Line Total = Quantity * Unit Price
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```
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An order's overall *Total Price* is calculated by summing the *Line Total* of every line item and [extra line item](#extra-line-items) associated with the order.
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### Extra Line Items
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*Extra Line Items* provide a way to add itemized costs to an order which are not tied to a specific part or stock item - for example freight charges, service fees, or other miscellaneous costs. Extra line items support the same *Quantity* and *Unit Price* fields as regular line items, and are included in the order's *Total Price* calculation.
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### Line Item Discount
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Line items - and their associated [extra line items](#extra-line-items) - support an optional *Discount* field, expressed as a percentage between 0% and 100%. This is available on:
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- [Purchase Order](../purchasing/purchase_order.md#add-line-items) line items and [extra line items](../purchasing/purchase_order.md#extra-line-items)
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- [Sales Order](../sales/sales_order.md#add-line-items) line items and [extra line items](../sales/sales_order.md#extra-line-items)
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- [Return Order](../sales/return_order.md#line-items) line items and [extra line items](../sales/return_order.md#extra-line-items)
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If specified, the discount is applied to the *Line Total*, using the following formula:
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```
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Line Total = Quantity * Unit Price * (1 - Discount / 100)
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```
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!!! info "Optional"
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The discount percentage is optional, and defaults to 0% (no discount) if not specified.
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## Currency Support
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@@ -92,6 +92,12 @@ Once the "Add Line Item" form opens, select a supplier part in the list.
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Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
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!!! info "Auto Pricing"
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Enable the *Auto Pricing* option to automatically calculate the line item's *Unit Price* from the [supplier part pricing data](../part/pricing.md#supplier-pricing), based on the line item quantity. While enabled, the *Unit Price* field is calculated automatically and cannot be edited manually. This option is disabled by default.
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!!! info "Discount"
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An optional [discount](../concepts/pricing.md#line-item-discount) percentage can be applied to each line item.
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#### Upload File
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It is possible to upload an exported purchase order from the supplier instead of manually entering each line item. To start the process, click on <span class="badge inventree confirm">{{ icon("upload") }} Upload File</span> button next to the <span class="badge inventree add">{{ icon("plus-circle") }} Add Line Item</span> button and follow the steps.
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@@ -99,6 +105,10 @@ It is possible to upload an exported purchase order from the supplier instead of
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!!! info "Supported Formats"
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This process only supports tabular data and the following formats are supported: CSV, TSV, XLS, XLSX, JSON and YAML
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### Extra Line Items
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While [line items](#add-line-items) must reference a particular supplier part, extra line items are available for any other itemized information that needs to be conveyed with the order - for example freight charges or service fees. Extra line items support an optional [discount](../concepts/pricing.md#line-item-discount) percentage, the same as regular line items.
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## Issue Order
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Once all the line items were added, click on the {{ icon("send", title="Issue") }} button on the main purchase order detail panel and confirm the order has been submitted.
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@@ -117,9 +117,12 @@ Return Order line items can be added while the [status](#return-order-status-cod
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!!! info "Serialized Stock Only"
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Only stock items which are serialized can be selected for return from the customer
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!!! info "Discount"
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An optional [discount](../concepts/pricing.md#line-item-discount) percentage can be applied to each line item.
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### Extra Line Items
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While [line items](#line-items) must reference a particular stock item, extra line items are available for any other itemized information that needs to be conveyed with the order.
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While [line items](#line-items) must reference a particular stock item, extra line items are available for any other itemized information that needs to be conveyed with the order - for example freight charges or service fees. Extra line items support an optional [discount](../concepts/pricing.md#line-item-discount) percentage, the same as regular line items.
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## Return Order Reports
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@@ -90,6 +90,13 @@ Once the "Add Line Item" form opens, select a part in the list.
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Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
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!!! info "Discount"
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An optional [discount](../concepts/pricing.md#line-item-discount) percentage can be applied to each line item.
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### Extra Line Items
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While [line items](#add-line-items) must reference a particular part, extra line items are available for any other itemized information that needs to be conveyed with the order - for example freight charges or service fees. Extra line items support an optional [discount](../concepts/pricing.md#line-item-discount) percentage, the same as regular line items.
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## Shipments
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After all line items were added to the sales order, user needs to create one or more [shipments](#sales-order-shipments) in order to allocate stock for those parts.
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@@ -148,3 +148,4 @@ The following [global settings](../settings/global.md) are available for transfe
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{{ globalsetting("TRANSFERORDER_ENABLED") }}
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{{ globalsetting("TRANSFERORDER_REFERENCE_PATTERN") }}
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{{ globalsetting("TRANSFERORDER_REQUIRE_RESPONSIBLE") }}
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{{ globalsetting("TRANSFERORDER_EDIT_COMPLETED_ORDERS") }}
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+43
-44
@@ -1,8 +1,8 @@
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# This file was autogenerated by uv via the following command:
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# uv pip compile docs/requirements.in -o docs/requirements.txt -c src/backend/requirements.txt
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anyio==4.12.1 \
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--hash=sha256:41cfcc3a4c85d3f05c932da7c26d0201ac36f72abd4435ba90d0464a3ffed703 \
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--hash=sha256:d405828884fc140aa80a3c667b8beed277f1dfedec42ba031bd6ac3db606ab6c
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anyio==4.14.2 \
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--hash=sha256:9f505dda5ac9f0c8309b5e8bd445a8c2bf7246f3ce950121e45ea15bc41d1494 \
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--hash=sha256:cfa139f3ed1a23ee8f88a145ddb5ac7605b8bbfd8592baacd7ce3d8bb4313c7f
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# via httpx
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babel==2.18.0 \
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--hash=sha256:b80b99a14bd085fcacfa15c9165f651fbb3406e66cc603abf11c5750937c992d \
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@@ -11,22 +11,21 @@ babel==2.18.0 \
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# -c src/backend/requirements.txt
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# mkdocs-git-revision-date-localized-plugin
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# mkdocs-material
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backrefs==6.2 \
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--hash=sha256:08aa7fae530c6b2361d7bdcbda1a7c454e330cc9dbcd03f5c23205e430e5c3be \
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--hash=sha256:0fdc7b012420b6b144410342caeb8adc54c6866cf12064abc9bb211302e496f8 \
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--hash=sha256:12df81596ab511f783b7d87c043ce26bc5b0288cf3bb03610fe76b8189282b2b \
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--hash=sha256:664e33cd88c6840b7625b826ecf2555f32d491800900f5a541f772c485f7cda7 \
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--hash=sha256:c3f4b9cb2af8cda0d87ab4f57800b57b95428488477be164dd2b47be54db0c90 \
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--hash=sha256:e5f805ae09819caa1aa0623b4a83790e7028604aa2b8c73ba602c4454e665de7 \
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--hash=sha256:f44ff4d48808b243b6c0cdc6231e22195c32f77046018141556c66f8bab72a49
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backrefs==7.0 \
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--hash=sha256:4989bb9e1e99eb23647c7160ed51fb21d0b41b5d200f2d3017da41e023097e82 \
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||||
--hash=sha256:a0fa7360c63509e9e077e174ef4e6d3c21c8db94189b9d957289ae6d794b9475 \
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--hash=sha256:a6448b28180e3ca01134c9cf09dcebafad8531072e09903c5451748a05f24bc9 \
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--hash=sha256:b57cd227ea556b0aed3dc9b8da4628db4eabc0402c6d7fcfc69283a93955f7e9 \
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--hash=sha256:ca42ce6a49ace3d75684dfa9937f3373902a63284ecb385ce36d15e5dcb41c12 \
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--hash=sha256:f2c52955d631b9e1ac4cd56209f0a3a946d592b98e7790e77699339ae01c102a
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||||
# via mkdocs-material
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beautifulsoup4==4.14.3 \
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||||
--hash=sha256:0918bfe44902e6ad8d57732ba310582e98da931428d231a5ecb9e7c703a735bb \
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||||
--hash=sha256:6292b1c5186d356bba669ef9f7f051757099565ad9ada5dd630bd9de5fa7fb86
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beautifulsoup4==4.15.0 \
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||||
--hash=sha256:288e3ca7d54b06f2ac191970bc275c1939cb46d450b255bf6718b04aa37ab4f7 \
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--hash=sha256:d6f88de62e1d4e38ecb1077eb9724cd0eff29d2a08ca16a401e9b9e93f117cf9
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||||
# via mkdocs-mermaid2-plugin
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||||
bracex==2.6 \
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--hash=sha256:0b0049264e7340b3ec782b5cb99beb325f36c3782a32e36e876452fd49a09952 \
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--hash=sha256:98f1347cd77e22ee8d967a30ad4e310b233f7754dbf31ff3fceb76145ba47dc7
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||||
bracex==3.0 \
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||||
--hash=sha256:3833e61c2f092d5aa0468fa2e6c6e990a306185abf763b6d122f0158e59c58a5 \
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--hash=sha256:b73f718d6bd98d8419e45df02426c86e9967c179949f779340d6c3a8c83b9111
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# via wcmatch
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certifi==2026.6.17 \
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--hash=sha256:024c88eeec92ca068db80f02b8b07c9cef7b9fe261d1d535abfd5abd6f6af432 \
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@@ -169,9 +168,9 @@ charset-normalizer==3.4.7 \
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# via
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# -c src/backend/requirements.txt
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# requests
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click==8.4.1 \
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--hash=sha256:482be17c6991b8c19c5429a1e995d9b0efdbb63172824c41f99965dc0ade8ec2 \
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||||
--hash=sha256:918b5633eddf6b41c32d4f454bf0de810065c74e3f7dbf8ee5452f8be88d3e96
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||||
click==8.4.2 \
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--hash=sha256:9a6cea6e60b17ebe0a44c5cc636d94f09bd66142c1cd7d8b4cd731c4917a15f6 \
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--hash=sha256:e6f9f66136c816745b9d65817da91d61d957fb16e02e4dcd0552553c5a197b76
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||||
# via
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# mkdocs
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# neoteroi-mkdocs
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@@ -202,12 +201,13 @@ gitdb==4.0.12 \
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--hash=sha256:5ef71f855d191a3326fcfbc0d5da835f26b13fbcba60c32c21091c349ffdb571 \
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||||
--hash=sha256:67073e15955400952c6565cc3e707c554a4eea2e428946f7a4c162fab9bd9bcf
|
||||
# via gitpython
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gitpython==3.1.50 \
|
||||
--hash=sha256:80da2d12504d52e1f998772dc5baf6e553f8d2fcfe1fcc226c9d9a2ee3372dcc \
|
||||
--hash=sha256:d352abe2908d07355014abdd21ddf798c2a961469239afec4962e9da884858f9
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||||
gitpython==3.1.52 \
|
||||
--hash=sha256:79a36ee1f83523214a3f72d56cf1c4e490d577dc61af77e43dfe5862bd9da01a \
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||||
--hash=sha256:de0a8ad86274c6e75ae8b37dd055ba68f19818c813108642263227b20775b48e
|
||||
# via mkdocs-git-revision-date-localized-plugin
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griffelib==2.0.0 \
|
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--hash=sha256:01284878c966508b6d6f1dbff9b6fa607bc062d8261c5c7253cb285b06422a7f
|
||||
griffelib==2.1.0 \
|
||||
--hash=sha256:762a186d2c6fd6794d4ea20d428d597ffb857cb56b66421651cbba15bdd5e813 \
|
||||
--hash=sha256:cc7b3d2d2865ad0b909fcc38086e3f554b5ea7acbaa7bbb7ecaa3f5dfb7d9f00
|
||||
# via mkdocstrings-python
|
||||
h11==0.16.0 \
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||||
--hash=sha256:4e35b956cf45792e4caa5885e69fba00bdbc6ffafbfa020300e549b208ee5ff1 \
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||||
@@ -246,9 +246,9 @@ jinja2==3.1.6 \
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# mkdocstrings
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# neoteroi-mkdocs
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# properdocs
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jsbeautifier==1.15.4 \
|
||||
--hash=sha256:5bb18d9efb9331d825735fbc5360ee8f1aac5e52780042803943aa7f854f7592 \
|
||||
--hash=sha256:72f65de312a3f10900d7685557f84cb61a9733c50dcc27271a39f5b0051bf528
|
||||
jsbeautifier==2.0.3 \
|
||||
--hash=sha256:9579d4e9dbaa00383f3efdff4c98c8140bb85ba319398e8b97cdaba27abd6ba3 \
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||||
--hash=sha256:f0190e279a2cdb827556ada63f41c9c63c11f8116ee06e264b24aa50311cbee3
|
||||
# via mkdocs-mermaid2-plugin
|
||||
markdown==3.10.2 \
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||||
--hash=sha256:994d51325d25ad8aa7ce4ebaec003febcce822c3f8c911e3b17c52f7f589f950 \
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||||
@@ -436,9 +436,9 @@ mkdocstrings[python]==1.0.4 \
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# via
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# -r docs/requirements.in
|
||||
# mkdocstrings-python
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||||
mkdocstrings-python==2.0.3 \
|
||||
--hash=sha256:0b83513478bdfd803ff05aa43e9b1fca9dd22bcd9471f09ca6257f009bc5ee12 \
|
||||
--hash=sha256:c518632751cc869439b31c9d3177678ad2bfa5c21b79b863956ad68fc92c13b8
|
||||
mkdocstrings-python==2.0.5 \
|
||||
--hash=sha256:30c837bbff016549f659fcba6539ac351303f0fd7e713c89a040611072236e9d \
|
||||
--hash=sha256:3a4d92556ad39637e88af94a5374213af9a8e3040c3824ceaed04b486c017594
|
||||
# via mkdocstrings
|
||||
neoteroi-mkdocs==1.2.0 \
|
||||
--hash=sha256:58e25cb1b9db093ffa8d12bdb33264bf567cac30fb964b56e0a493efa749ad6e \
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||||
@@ -456,9 +456,9 @@ paginate==0.5.7 \
|
||||
--hash=sha256:22bd083ab41e1a8b4f3690544afb2c60c25e5c9a63a30fa2f483f6c60c8e5945 \
|
||||
--hash=sha256:b885e2af73abcf01d9559fd5216b57ef722f8c42affbb63942377668e35c7591
|
||||
# via mkdocs-material
|
||||
pathspec==1.0.4 \
|
||||
--hash=sha256:0210e2ae8a21a9137c0d470578cb0e595af87edaa6ebf12ff176f14a02e0e645 \
|
||||
--hash=sha256:fb6ae2fd4e7c921a165808a552060e722767cfa526f99ca5156ed2ce45a5c723
|
||||
pathspec==1.1.1 \
|
||||
--hash=sha256:17db5ecd524104a120e173814c90367a96a98d07c45b2e10c2f3919fff91bf5a \
|
||||
--hash=sha256:a00ce642f577bf7f473932318056212bc4f8bfdf53128c78bbd5af0b9b20b189
|
||||
# via
|
||||
# mkdocs
|
||||
# mkdocs-macros-plugin
|
||||
@@ -480,9 +480,9 @@ pygments==2.20.0 \
|
||||
# via
|
||||
# mkdocs-material
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||||
# rich
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||||
pymdown-extensions==10.21.3 \
|
||||
--hash=sha256:72cfcf55f07aea0d4af2c4f11dd4e52466ddfb1bb819673146398e0bd3a77354 \
|
||||
--hash=sha256:d7a5d08014fc571e80ca21dd6f854e31f94c489800350564d55d15b3c41e76b6
|
||||
pymdown-extensions==11.0.1 \
|
||||
--hash=sha256:db3943a62bab7e03af1364f0c4083e64b91fb097675a4b6cceccfbe9a77e5eb2 \
|
||||
--hash=sha256:dd2905ae6fc5b75582fafb139a1266ffc754705efa902aa50067fa7ff4f94ec0
|
||||
# via
|
||||
# mkdocs-material
|
||||
# mkdocs-mermaid2-plugin
|
||||
@@ -606,15 +606,14 @@ six==1.17.0 \
|
||||
--hash=sha256:ff70335d468e7eb6ec65b95b99d3a2836546063f63acc5171de367e834932a81
|
||||
# via
|
||||
# -c src/backend/requirements.txt
|
||||
# jsbeautifier
|
||||
# python-dateutil
|
||||
smmap==5.0.3 \
|
||||
--hash=sha256:4d9debb8b99007ae47165abc08670bd74cb74b5227dda7f643eccc4e9eb5642c \
|
||||
--hash=sha256:c106e05d5a61449cf6ba9a1e650227ecfb141590d2a98412103ff35d89fc7b2f
|
||||
# via gitdb
|
||||
soupsieve==2.8.3 \
|
||||
--hash=sha256:3267f1eeea4251fb42728b6dfb746edc9acaffc4a45b27e19450b676586e8349 \
|
||||
--hash=sha256:ed64f2ba4eebeab06cc4962affce381647455978ffc1e36bb79a545b91f45a95
|
||||
soupsieve==2.8.4 \
|
||||
--hash=sha256:e121fd02e975c695e4e9e8774a5ee35d74714b59307868dcc5319ad2d9e3328e \
|
||||
--hash=sha256:e7e6b0769c8f51ed59acab6e994b00621096cfb1c640a7509295987388fbaf65
|
||||
# via beautifulsoup4
|
||||
super-collections==0.6.2 \
|
||||
--hash=sha256:0c8d8abacd9fad2c7c1c715f036c29f5db213f8cac65f24d45ecba12b4da187a \
|
||||
@@ -671,7 +670,7 @@ watchdog==6.0.0 \
|
||||
# via
|
||||
# mkdocs
|
||||
# properdocs
|
||||
wcmatch==10.1 \
|
||||
--hash=sha256:5848ace7dbb0476e5e55ab63c6bbd529745089343427caa5537f230cc01beb8a \
|
||||
--hash=sha256:f11f94208c8c8484a16f4f48638a85d771d9513f4ab3f37595978801cb9465af
|
||||
wcmatch==11.0 \
|
||||
--hash=sha256:3a5977ace27e075eef67eb03d539563f1a19018b62881949a42932cf66926934 \
|
||||
--hash=sha256:55d95c2447789712774b198ceec72939e88b5618f1f8f0a9b605bf7740b63b96
|
||||
# via mkdocs-include-markdown-plugin
|
||||
|
||||
Reference in New Issue
Block a user