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Adds documentation for new "auto allocation" feature
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@ -154,6 +154,11 @@ static_root: '/home/inventree/data/static'
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# Use environment variable INVENTREE_LOGIN_ATTEMPTS
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#login_attempts: 5
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# Add new user on first startup
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#admin_user: admin
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#admin_email: info@example.com
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#admin_password: inventree
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# Permit custom authentication backends
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#authentication_backends:
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# - 'django.contrib.auth.backends.ModelBackend'
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docs/assets/images/build/auto_allocate_dialog.png
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docs/build/allocate.md
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docs/build/allocate.md
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@ -61,25 +61,20 @@ In each row, pressing the <span class='fas fa-plus'></span> icon expands the row
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{% include "img.html" %}
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{% endwith %}
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### Auto Allocation
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To speed up the allocation process, the *Auto Allocate* button can be used to allocate untracked stock items to the build. Automatic allocation of stock items does not work in every situation, as a number of criteria must be met.
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## Manual Stock Allocation
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For each line in the BOM, stock will be automatically allocated if one (and only one) stock item (for the referenced part) is found (within the specified *source location* for the build):
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!!! warning "Multiple Stock Items"
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If multiple stock items are available, the InvenTree auto allocation system cannot make a determination about which stock item to allocate.
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Selecting *Auto Allocate* opens a dialog window which displays the stock items which will be allocated to the build during the auto allocation process:
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Selecting *Allocate Stock* opens a dialog window which displays the stock items which will be allocated to the build during the auto allocation process:
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{% with id="build_auto", url="build/build_auto_allocate.png", description="Auto allocate" %}
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{% include "img.html" %}
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{% endwith %}
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!!! info "Note"
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Note here that the *SAM-M8Q-0-10* part can be automatically allocated as it only exists in a single stock location. However the other BOM line item exists in multiple locations, and thus cannot be automatically allocated
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Note here that there are two parts in the BOM which can be automatically allocated, as they only have a single corresponding StockItem available.
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However the other BOM line item exists in multiple locations, and thus cannot be automatically allocated. These will need to be manually selected by the user.
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### Manual Allocation
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### Row Allocation
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Stock can be manually allocated to the build as required, using the *Allocate stock* button available in each row of the allocation table
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@ -91,6 +86,34 @@ Stock allocations can be manually adjusted or deleted using the action buttons a
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The *Unallocate Stock* button can be used to remove all allocations of untracked stock items against the build order.
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## Automatic Stock Allocation
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To speed up the allocation process, the *Auto Allocate* button can be used to allocate untracked stock items to the build. Automatic allocation of stock items does not work in every situation, as a number of criteria must be met.
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The *Automatic Allocation* dialog is presented as shown below:
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{% with id="auto_allocate_dialog", url="build/auto_allocate_dialog.png", description="Automatic allocation dialog" %}
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{% include "img.html" %}
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{% endwith %}
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**Source Location**
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Select the master location where stock items are to be allocated from. Leave this input blank to allocate stock items from any available location.
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**Interchangeable Stock**
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Set this option to *True* to signal that stock items can be used interchangeably. This means that in the case where multiple stock items are available, the auto-allocation routine does not care which stock item it uses.
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!!! warning "Take Care"
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If the *Interchangeable Stock* option is enabled, and there are multiple stock items available, the results of the automatic allocation algorithm may somewhat unexpected.
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!!! info "Example"
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Let's say that we have 5 reels of our *C_100nF_0603* capacitor, each with 4,000 parts available. If we do not mind which of these reels the stock should be taken from, we enable the *Interchangeable Stock* option in the dialog above. In this case, the stock will be allocated from one of these reels, and eventually subtracted from stock when the build is completed.
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**Substitute Stock**
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Set this option to *True* to allow substitute parts (as specifed by the BOM) to be allocated, if the primary parts are not available.
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## Allocating Tracked Stock
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Allocation of tracked stock items is slightly more complex. Instead of being allocated against the *Build Order*, tracked stock items must be allocated against an individual *Build Output*.
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