5574e7cf6b
* Remove STOCKTAKE ruleset * Adjust wording of settings * Cleanup * Improve text for global settings * Add BulkDeleteMixin to "stocktake" endpoint * Frontend updates * Migrations - Remove field 'last_stocktake' from Part model - Remove fields 'user' and 'note' from PartStocktake model - Remove model PartStocktakeReport * Frontend cleanup * Rename global setting * Rewrite stocktake functionality * Cleanup * Adds custom exporter for part stocktake data * Frontend cleanup * Bump API version * Tweaks * Frontend updates * Fix unit tests * Fix helper func * Add docs * Fix broken link * Docs updates * Adjust playwright tests * Add unit testing for plugin * Add unit testing for stock history creation * Fix unit test
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title
| title |
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| Part Stock History |
Part Stock History
InvenTree can track the historical stock levels of parts, allowing users to view past stocktake data and generate reports based on this information.
A Stocktake refers to a "snapshot" of stock levels for a particular part, at a specific point in time. Stocktake information is used for tracking a historical record of the quantity and value of part stock.
In particular, an individual Stocktake record tracks the following information:
- The date of the Stocktake event
- A reference to the part which is being counted
- The total number of individual stock items available
- The total stock quantity of available stock
- The total cost of stock on hand
Stock Items vs Stock Quantity
Stock Items refers to the number of stock entries (e.g. "3 reels of capacitors"). Stock Quantity refers to the total cumulative stock count (e.g. "4,560 total capacitors").
Cost of Stock on Hand
The total cost of stock on hand is calculated based on the provided pricing data. For stock items which have a recorded cost (e.g. purchase price), this value is used. If no direct pricing information is available for a particular stock item, the price range of the part itself is used.
!!! info "Cost Range" Cost data is provided as a range of values, accounting for any variability in available pricing data.
Display Historical Stock Data
Historical stock data for a particular part can be viewed in the Stock History tab, available on the Part page.
This tab displays a chart of historical stock quantity and cost data, and corresponding tabulated data:
{{ image("part/part_stocktake_tab.png", "Part stocktake tab") }}
If this tab is not visible, ensure that the Enable Stock History user setting is enabled in the Display Settings section.
{{ image("part/part_stocktake_enable_tab.png", "Enable stock history tab") }}
Stock History Settings
There are a number of configuration options available in the settings view:
| Name | Description | Default | Units |
|---|---|---|---|
| {{ globalsetting("STOCKTAKE_ENABLE") }} | |||
| {{ globalsetting("STOCKTAKE_EXCLUDE_EXTERNAL") }} | |||
| {{ globalsetting("STOCKTAKE_AUTO_DAYS") }} | |||
| {{ globalsetting("STOCKTAKE_DELETE_OLD_ENTRIES")}} | |||
| {{ globalsetting("STOCKTAKE_DELETE_DAYS") }} |
{{ image("part/part_stocktake_settings.png", "Stock history settings") }}
Enable Stock History
Enable or disable stocktake functionality. Note that by default, stocktake functionality is disabled.
Automatic Stocktake Period
Configure the number of days between generation of automatic stocktake reports. If this value is set to zero, automatic stocktake reports will not be generated.
Delete Old Stock History Entries
If enabled, stock history entries older than the specified number of days will be automatically deleted from the database.
Stock History Deletion Interval
Configure how many days historical stock records are retained in the database.