Oliver
1c1933b694
* Data migrations for StockItemTracking - Propagate the 'part' links * Enable filtering of stock tracking entries by part * Enable filtering by date range * Display stock tracking for part * Table enhancements * Bump API version * Display stock item column * Ensure 'quantity' is recorded for stock tracking entries * Add new global settings * Adds background task for deleting old stock tracking entries * Docs updates * Enhanced docs * Cast quantity to float * Rever data migration * Ensure part link gets created * Improved prefetch for API * Playwright testing * Tweak unit test thresholds --------- Co-authored-by: Matthias Mair <code@mjmair.com>
2.4 KiB
title
| title |
|---|
| Stock Tracking |
Stock Tracking
Stock tracking entries record the history of stock item adjustments, including the user who performed the action, the date of the action, and the quantity change. This allows users to maintain a complete history of stock item movements and adjustments over time.
Tracking Events
Stock tracking entries are created automatically whenever a stock item is adjusted, either through manual adjustments or through automated processes such as order fulfillment or build completion.
Some examples of events that may trigger stock tracking entries include:
- Manual stock adjustments (e.g. correcting inventory counts)
- Creation of new stock items (e.g. receiving new inventory)
- Allocation of stock items to orders (e.g. shipping items against sales orders)
- Consumption of stock items during build processes (e.g. using items to complete a build order)
Viewing Stock Tracking History
There are multiple ways to view the stock tracking history for a particular stock item or part via the user interface.
Stock Item Tracking History
The stock tracking history for a particular stock item can be viewed on the Stock Item Detail page, under the Stock Tracking tab:
{{ image("stock/stock_item_tracking_history.png", title="Stock tracking tab") }}
This view displays all tracking entries associated with the particular stock item.
Part Tracking History
Additionally, the stock tracking history for a particular part can be viewed on the Part Detail page, under the Stock History tab:
{{ image("stock/part_tracking_history.png", title="Part stock tracking history") }}
This view displays all tracking entries associated with any stock item linked to the particular part.
!!! info "Deleted Stock Items" Even if a stock item is deleted from the system, the associated stock tracking entries are retained for historical reference. They will be visible in the part tracking history, but not in the stock item tracking history (as the stock item itself has been deleted).
Stock Tracking Settings
There are a number of configuration options available for controlling the behavior of stock tracking functionality in the system settings view:
| Name | Description | Default | Units |
|---|---|---|---|
| {{ globalsetting("STOCK_TRACKING_DELETE_OLD_ENTRIES") }} | |||
| {{ globalsetting("STOCK_TRACKING_DELETE_DAYS") }} |