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[feature] Line discount (#12393)
* Add "discount" support to order line items
* Fix total_price annotation for ExtraLineItem
* Add regression tests
* Add frontend support
* Updated documentation
* Added docs
* Bump API version and CHANGELOG
* Remove 'total_price' annotation
- Can be achieved using in-memory python methods
* Apply fix for migration testing
* Revert "Apply fix for migration testing"
This reverts commit 8d9f2dce8c.
* Different approach
* Adjust playwright threshold
This commit is contained in:
Oliver
@@ -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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