2
0
mirror of https://github.com/inventree/InvenTree.git synced 2025-11-30 01:10:00 +00:00

Stock availability docs (#10927)

* Add deficit stock badge

* screenshots

* Add "stock availability" page

* Update stock index page
This commit is contained in:
Oliver
2025-11-28 12:54:16 +11:00
committed by GitHub
parent 3a4981056b
commit 3b6b702bd5
8 changed files with 105 additions and 6 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 102 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 56 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 41 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

View File

@@ -0,0 +1,88 @@
---
title: Stock Availability
---
## Stock Availability
Each stock item represents a physical quantity of a particular part in a specific location. Given the complexities of tracking stock across multiple locations, reservations, and allocations, it is important to understand whether a stock item is actually available for use.
There are multiple terms used in InvenTree to describe stock availability:
### Required
The *Required* quantity indicates the total number of a certain [part](../part/index.md) that is needed to fulfill all current orders, builds, or other commitments. This is independent of the actual stock levels.
### In Stock
The *In Stock* quantity represents the total number of items physically present in the stock location, regardless of their allocation or reservation status.
For example, if a stock item has a quantity of 100, it means there are 100 units of that part physically present in the specified location.
### Allocated
The *Allocated* quantity indicates the number of stock items that have been reserved for specific orders, builds, or other commitments. This number is specified against each stock item when it is allocated.
Note that the *Allocated* quantity is always less than or equal to the *In Stock* quantity.
For example, if a stock item has an *In Stock* quantity of 100, and 30 units have been allocated to fulfill orders, then the *Allocated* quantity is 30. In this case the *In Stock* quantity remains 100, until the alloacted quantity is actually consumed.
### Available
The *Available* quantity for a given stock item is the difference between the *In Stock* quantity and the *Allocated* quantity.
For example, if a stock item has an *In Stock* quantity of 100, and 30 units have been allocated, then the *Available* quantity is 70.
## Consumed or Depleted Stock
Once allocated stock quantities are consumed (e.g. when fulfilling an order or completing a build), the *In Stock* quantity of the stock item is reduced accordingly. This means that the *Available* quantity is also reduced.
### Delete on Deplete
Stock items can be designated with the `Delete on Deplete` flag. When this flag is set, if the stock quantity of the item reaches zero, the stock item will be automatically deleted from the system.
## Part Stock Levels
There are multiple ways to view the overall stock levels for a given part across all stock items and locations.
### Stock Overview
Each [part](../part/index.md) page displays an overview of the stocktotal stock levels across all locations. This page shows the total *In Stock*, *Allocated*, and *Available* quantities for the part, aggregated across all stock items:
{{ image("stock/stock_overview.png", title="Stock overview") }}
In the example above, the "Red Widget" part has the following stock levels:
| Metric | Quantity | Description |
| ------ | -------- | ----------- |
| In Stock | 138 | There are 138 physical units of the Red Widget part across all stock locations. |
| Available | 123 | Only 123 units are available for allocation, as 15 units have already been allocated to fulfill orders. |
| Required | 657 | A total of 657 units of the Red Widget part are needed to fulfill all current orders and builds. |
| Deficit | 519 | There is a deficit of 519 units, meaning that the current available stock is insufficient to meet the required quantity. |
### Stock Details
The *Part Detail* view displays additional information regarding the stock levels for the part:
{{ image("stock/stock_detail.png", title="Stock detail") }}
Here we can see that:
- There are 138 units of the Red Widget part physically in stock across all locations.
- Of this quantity, 15 units have been allocated to fulfill orders, leaving 123 units available for allocation.
- A total of 657 units are required to fulfill all current orders and builds.
- 645 units are required to fulfil outstanding build orders, of which 15 units have already been allocated.
- 12 units are required to fulfil outstanding sales orders, none of which have been allocated yet.
### Allocations Tab
To view further details regarding which stock items have been allocated, the *Allocations* tab on the part view can be used.
This tab displays a complete overview of where the stock items for this part are allocated, against any open orders:
#### Build Order Allocations
{{ image("stock/build_order_allocations.png", title="Build order allocations") }}
#### Sales Order Allocations
{{ image("stock/sales_order_allocations.png", title="Sales order allocations") }}

View File

@@ -26,11 +26,15 @@ The *Stock Item* detail view shows information regarding the particular stock it
**Status** - Status of this stock item
### Stock Availability
InvenTree has a number of different mechanisms to determine whether stock is available for use. See the [Stock Availability](./availability.md) page for more information.
### Stock Tracking
Every time a *Stock Item* is adjusted, a *Stock Tracking* entry is automatically created. This ensures a complete history of the *Stock Item* is maintained as long as the item is in the system.
Each stock tracking historical item records the user who performed the action.
Each stock tracking historical item records the user who performed the action. [Read more about stock tracking here](./tracking.md).
## Stock Location
@@ -49,12 +53,10 @@ If there are some icons missing in the tabler icons package, users can even inst
A stock location type represents a specific type of location (e.g. one specific size of drawer, shelf, ... or box) which can be assigned to multiple stock locations. In the first place, it is used to specify an icon and having the icon in sync for all locations that use this location type, but it also serves as a data field to quickly see what type of location this is. It is planned to add e.g. drawer dimension information to the location type to add a "find a matching, empty stock location" tool.
## External Stock Location
An external stock location can be used to indicate that items in there might not be available
for immediate usage. Stock items in an external location are marked with an additional icon
It may be useful to mark certain stock locations as *external*. An external stock location can be used to indicate that items in there might not be available for immediate usage. Stock items in an external location are marked with an additional icon
in the build order line items view where the material is allocated.
{{ image("stock/stock_external_icon.png", title="External stock indication") }}
Anyhow there is no limitation on the stock item. It can be allocated as usual.
The external flag does not get inherited to sublocations.

View File

@@ -134,8 +134,9 @@ nav:
- Notifications: part/notification.md
- Stock:
- Stock Items: stock/index.md
- Stock Status: stock/status.md
- Availability: stock/availability.md
- Stock Tracking: stock/tracking.md
- Stock Status: stock/status.md
- Adjusting Stock: stock/adjust.md
- Stock Expiry: stock/expiry.md
- Stock Ownership: stock/owner.md