2
0
mirror of https://github.com/inventree/inventree-docs.git synced 2025-04-28 05:36:46 +00:00

Added documentation for stock ownership

This commit is contained in:
eeintech 2021-01-18 11:09:06 -05:00
parent 13e35ef075
commit 014e23617e
10 changed files with 73 additions and 3 deletions

View File

@ -26,8 +26,10 @@ A *role* is a set of distinct permissions linked to a given subset of InvenTree
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:
- **Admin** - The *admin* role is related to assigning user permissions.
- **Part Category** - The *part category* role is related to accessing Part Category data
- **Part** - The *part* role is related to accessing Part data
- **Stock** - The *stock* role is related to accessing Stock data
- **Stock Location** - The *stock location* role is related to accessing Stock Location data
- **Stock Item** - The *stock item* role is related to accessing Stock Item data
- **Build** - The *build* role is related to accessing Build Order and Bill of Materials data
- **Purchase** - The *purchase* role is related to accessing Purchase Order data
- **Sales** - The *sales* role is related to accessing Sales Order data

Binary file not shown.

Before

Width:  |  Height:  |  Size: 15 KiB

After

Width:  |  Height:  |  Size: 34 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 115 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 59 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 28 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 31 KiB

View File

@ -29,6 +29,11 @@ Refer to the [build documentation](../../build/build/#overdue-builds) for more i
[#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).
### Stock Ownership
[#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.
For further information, refer to the [expiry documentation](../../stock/owner).
### Calendar Views
[#1208](https://github.com/inventree/InvenTree/pull/1208) adds interactive calendar displays to assist with order scheduling. Calendar displays are available for:
@ -52,7 +57,6 @@ Refer to the [build documentation](../../build/build/#overdue-builds) for more i
- **Part** role split into *Part* and *Part Category* roles
- **Stock** role spit into *Stock Item* and *Stock Location* roles
## Major Bug Fixes
| PR | Description |

View File

@ -13,7 +13,7 @@ The stock expiry feature is disabled by default, and must be enabled via the set
{% endwith %}
!!! info "Non Expiring Stock"
If a Stock Item is not expected to expire,
If a Stock Item is not expected to expire.
### Add Expiry Date

63
docs/stock/owner.md Normal file
View File

@ -0,0 +1,63 @@
---
title: Stock Ownership
---
## Stock Ownership
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.
The stock ownership feature is disabled by default, and must be enabled via the settings menu:
{% with id="stock_owner", url="stock/enable_stock_owner.png", description="Enable stock ownership feature" %}
{% include 'img.html' %}
{% endwith %}
!!! warning "Existing Stock Locations and Items"
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.
### Owner: Group vs User
There are two types of owners in InvenTree: [groups](../../admin/permissions/#group) and [users](../../admin/permissions/#user).
* If a group is selected as owner, **all** users linked to the specified group will be able to edit the stock location or item.
* If a user is selected as owner, only the specified user will be able to edit the stock location or item.
When selecting an owner, in the drop-down list, groups are annotated with the `(group)` tag and users are annotated with the `(user)` tag:
{% with id="stock_owner_type", url="stock/stock_owner_type.png", description="Display stock owner type" %}
{% include 'img.html' %}
{% endwith %}
### Set Stock Location Owner
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".
!!! warning
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.
In the "Edit Stock Location" form, select the owner and click the "Submit" button:
{% with id="stock_location_owner", url="stock/stock_location_owner.png", description="Set stock location owner" %}
{% include 'img.html' %}
{% endwith %}
Setting the owner of stock location will automatically:
* Set the owner of all children locations to the same owner.
* Set the owner of all stock items at this location to the same owner.
!!! note
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.
### Set Stock Item Owner
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".
!!! warning
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.
In the "Edit Stock Item" form, select the owner and click the "Save" button:
{% with id="stock_item_owner", url="stock/stock_item_owner.png", description="Set stock item owner" %}
{% include 'img.html' %}
{% endwith %}

View File

@ -58,6 +58,7 @@ nav:
- Adjusting Stock: stock/adjust.md
- Stocktake: stock/stocktake.md
- Stock Expiry: stock/expiry.md
- Stock Ownership: stock/owner.md
- Test Results: stock/test.md
- Build:
- Build Parts: build/build.md