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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
71 lines
3.0 KiB
Markdown
71 lines
3.0 KiB
Markdown
---
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title: Part Stock History
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---
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## Part Stock History
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InvenTree can track the historical stock levels of parts, allowing users to view past stocktake data and generate reports based on this information.
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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.
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In particular, an individual *Stocktake* record tracks the following information:
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- The date of the Stocktake event
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- A reference to the [part](./index.md) which is being counted
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- The total number of individual [stock items](../stock/index.md) available
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- The total stock quantity of available stock
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- The total cost of stock on hand
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### Stock Items vs Stock Quantity
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*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"*).
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### Cost of Stock on Hand
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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.
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!!! info "Cost Range"
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Cost data is provided as a *range* of values, accounting for any variability in available pricing data.
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### Display Historical Stock Data
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Historical stock data for a particular part can be viewed in the *Stock History* tab, available on the *Part* page.
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This tab displays a chart of historical stock quantity and cost data, and corresponding tabulated data:
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{{ image("part/part_stocktake_tab.png", "Part stocktake tab") }}
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If this tab is not visible, ensure that the *Enable Stock History* [user setting](../settings/user.md) is enabled in the *Display Settings* section.
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{{ image("part/part_stocktake_enable_tab.png", "Enable stock history tab") }}
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## Stock History Settings
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There are a number of configuration options available in the [settings view](../settings/global.md):
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| Name | Description | Default | Units |
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| ---- | ----------- | ------- | ----- |
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{{ globalsetting("STOCKTAKE_ENABLE") }}
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{{ globalsetting("STOCKTAKE_EXCLUDE_EXTERNAL") }}
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{{ globalsetting("STOCKTAKE_AUTO_DAYS") }}
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{{ globalsetting("STOCKTAKE_DELETE_OLD_ENTRIES")}}
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{{ globalsetting("STOCKTAKE_DELETE_DAYS") }}
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{{ image("part/part_stocktake_settings.png", "Stock history settings") }}
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### Enable Stock History
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Enable or disable stocktake functionality. Note that by default, stocktake functionality is disabled.
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### Automatic Stocktake Period
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Configure the number of days between generation of [automatic stocktake reports](#automatic-stocktake). If this value is set to zero, automatic stocktake reports will not be generated.
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### Delete Old Stock History Entries
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If enabled, stock history entries older than the specified number of days will be automatically deleted from the database.
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### Stock History Deletion Interval
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Configure how many days historical stock records are retained in the database.
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