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Added documentation for stock ownership
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@ -26,8 +26,10 @@ A *role* is a set of distinct permissions linked to a given subset of InvenTree
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InvenTree functionality is split into a number of distinct roles. A group will have a set of permissions assigned to each of the following roles:
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InvenTree functionality is split into a number of distinct roles. A group will have a set of permissions assigned to each of the following roles:
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- **Admin** - The *admin* role is related to assigning user permissions.
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- **Admin** - The *admin* role is related to assigning user permissions.
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- **Part Category** - The *part category* role is related to accessing Part Category data
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- **Part** - The *part* role is related to accessing Part data
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- **Part** - The *part* role is related to accessing Part data
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- **Stock** - The *stock* role is related to accessing Stock data
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- **Stock Location** - The *stock location* role is related to accessing Stock Location data
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- **Stock Item** - The *stock item* role is related to accessing Stock Item data
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- **Build** - The *build* role is related to accessing Build Order and Bill of Materials data
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- **Build** - The *build* role is related to accessing Build Order and Bill of Materials data
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- **Purchase** - The *purchase* role is related to accessing Purchase Order data
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- **Purchase** - The *purchase* role is related to accessing Purchase Order data
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- **Sales** - The *sales* role is related to accessing Sales Order data
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- **Sales** - The *sales* role is related to accessing Sales Order data
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@ -29,6 +29,11 @@ Refer to the [build documentation](../../build/build/#overdue-builds) for more i
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[#1202](https://github.com/inventree/InvenTree/pull/1202) introduces the concept of an *Expiry Date* for Stock Items. For further information, refer to the [expiry documentation](../../stock/expiry).
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[#1202](https://github.com/inventree/InvenTree/pull/1202) introduces the concept of an *Expiry Date* for Stock Items. For further information, refer to the [expiry documentation](../../stock/expiry).
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### Stock Ownership
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[#1155](https://github.com/inventree/InvenTree/pull/1155) adds ownership to stock locations and items. Ownership allows to control which user group or individual user can edit and manage specific stock locations and items.
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For further information, refer to the [expiry documentation](../../stock/owner).
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### Calendar Views
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### Calendar Views
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[#1208](https://github.com/inventree/InvenTree/pull/1208) adds interactive calendar displays to assist with order scheduling. Calendar displays are available for:
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[#1208](https://github.com/inventree/InvenTree/pull/1208) adds interactive calendar displays to assist with order scheduling. Calendar displays are available for:
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@ -52,7 +57,6 @@ Refer to the [build documentation](../../build/build/#overdue-builds) for more i
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- **Part** role split into *Part* and *Part Category* roles
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- **Part** role split into *Part* and *Part Category* roles
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- **Stock** role spit into *Stock Item* and *Stock Location* roles
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- **Stock** role spit into *Stock Item* and *Stock Location* roles
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## Major Bug Fixes
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## Major Bug Fixes
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| PR | Description |
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| PR | Description |
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@ -13,7 +13,7 @@ The stock expiry feature is disabled by default, and must be enabled via the set
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{% endwith %}
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{% endwith %}
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!!! info "Non Expiring Stock"
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!!! info "Non Expiring Stock"
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If a Stock Item is not expected to expire,
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If a Stock Item is not expected to expire.
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### Add Expiry Date
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### Add Expiry Date
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docs/stock/owner.md
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docs/stock/owner.md
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---
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title: Stock Ownership
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---
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## Stock Ownership
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InvenTree supports stock ownership, which allows to set groups and users as "owners" of stock locations and items. The owners would be the only users who can edit and manage those stock locations and items.
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The stock ownership feature is disabled by default, and must be enabled via the settings menu:
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{% with id="stock_owner", url="stock/enable_stock_owner.png", description="Enable stock ownership feature" %}
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{% include 'img.html' %}
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{% endwith %}
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!!! warning "Existing Stock Locations and Items"
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Enabling the ownership feature will automatically remove the edit permissions to all users for stock locations and items which **do not have** any owner set. Only a user with admin permissions will be able to set the owner for those locations and items.
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### Owner: Group vs User
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There are two types of owners in InvenTree: [groups](../../admin/permissions/#group) and [users](../../admin/permissions/#user).
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* If a group is selected as owner, **all** users linked to the specified group will be able to edit the stock location or item.
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* If a user is selected as owner, only the specified user will be able to edit the stock location or item.
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When selecting an owner, in the drop-down list, groups are annotated with the `(group)` tag and users are annotated with the `(user)` tag:
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{% with id="stock_owner_type", url="stock/stock_owner_type.png", description="Display stock owner type" %}
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{% include 'img.html' %}
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{% endwith %}
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### Set Stock Location Owner
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To specify the owner of a stock location, navigate to the stock location detail page. Click on the <span class='fas fa-sitemap'></span> icon under the location's name then click on "Edit Location".
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!!! warning
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If you cannot see the <span class='fas fa-sitemap'></span> icon, it means that you do **not** have permissions to edit stock locations. Refer to [the permissions documentation](../../admin/permissions/#roles) and/or contact your InvenTree administrator.
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In the "Edit Stock Location" form, select the owner and click the "Submit" button:
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{% with id="stock_location_owner", url="stock/stock_location_owner.png", description="Set stock location owner" %}
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{% include 'img.html' %}
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{% endwith %}
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Setting the owner of stock location will automatically:
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* Set the owner of all children locations to the same owner.
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* Set the owner of all stock items at this location to the same owner.
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!!! note
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If the owner of a children location or a stock item is a subset of the specified owner (eg. a user linked to the specified group), the owner won't be updated.
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### Set Stock Item Owner
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To specify the owner of a stock item, navigate to the stock item detail page. Click on the <span class='fas fa-tools'></span> icon under the item's name then click on "Edit stock item".
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!!! warning
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If you cannot see the <span class='fas fa-tools'></span> icon, it means that you do **not** have permissions to edit stock items. Refer to [the permissions documentation](../../admin/permissions/#roles) and/or contact your InvenTree administrator.
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In the "Edit Stock Item" form, select the owner and click the "Save" button:
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{% with id="stock_item_owner", url="stock/stock_item_owner.png", description="Set stock item owner" %}
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{% include 'img.html' %}
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{% endwith %}
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@ -58,6 +58,7 @@ nav:
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- Adjusting Stock: stock/adjust.md
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- Adjusting Stock: stock/adjust.md
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- Stocktake: stock/stocktake.md
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- Stocktake: stock/stocktake.md
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- Stock Expiry: stock/expiry.md
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- Stock Expiry: stock/expiry.md
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- Stock Ownership: stock/owner.md
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- Test Results: stock/test.md
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- Test Results: stock/test.md
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- Build:
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- Build:
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- Build Parts: build/build.md
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- Build Parts: build/build.md
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