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mirror of https://github.com/inventree/inventree-docs.git synced 2025-04-27 21:26:43 +00:00

Adds documentation for new "auto allocation" feature

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Oliver 2022-03-04 17:20:28 +11:00
parent feebbf11c1
commit 3354ea3717
3 changed files with 38 additions and 10 deletions

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@ -154,6 +154,11 @@ static_root: '/home/inventree/data/static'
# Use environment variable INVENTREE_LOGIN_ATTEMPTS # Use environment variable INVENTREE_LOGIN_ATTEMPTS
#login_attempts: 5 #login_attempts: 5
# Add new user on first startup
#admin_user: admin
#admin_email: info@example.com
#admin_password: inventree
# Permit custom authentication backends # Permit custom authentication backends
#authentication_backends: #authentication_backends:
# - 'django.contrib.auth.backends.ModelBackend' # - 'django.contrib.auth.backends.ModelBackend'

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@ -61,25 +61,20 @@ In each row, pressing the <span class='fas fa-plus'></span> icon expands the row
{% include "img.html" %} {% include "img.html" %}
{% endwith %} {% endwith %}
### Auto Allocation ## Manual Stock Allocation
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.
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): 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):
!!! warning "Multiple Stock Items" Selecting *Allocate Stock* opens a dialog window which displays the stock items which will be allocated to the build during the auto allocation process:
If multiple stock items are available, the InvenTree auto allocation system cannot make a determination about which stock item to allocate.
Selecting *Auto Allocate* opens a dialog window which displays the stock items which will be allocated to the build during the auto allocation process:
{% with id="build_auto", url="build/build_auto_allocate.png", description="Auto allocate" %} {% with id="build_auto", url="build/build_auto_allocate.png", description="Auto allocate" %}
{% include "img.html" %} {% include "img.html" %}
{% endwith %} {% endwith %}
!!! info "Note" Note here that there are two parts in the BOM which can be automatically allocated, as they only have a single corresponding StockItem available.
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 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.
### Manual Allocation ### Row Allocation
Stock can be manually allocated to the build as required, using the *Allocate stock* button available in each row of the allocation table Stock can be manually allocated to the build as required, using the *Allocate stock* button available in each row of the allocation table
@ -91,6 +86,34 @@ Stock allocations can be manually adjusted or deleted using the action buttons a
The *Unallocate Stock* button can be used to remove all allocations of untracked stock items against the build order. The *Unallocate Stock* button can be used to remove all allocations of untracked stock items against the build order.
## Automatic Stock Allocation
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.
The *Automatic Allocation* dialog is presented as shown below:
{% with id="auto_allocate_dialog", url="build/auto_allocate_dialog.png", description="Automatic allocation dialog" %}
{% include "img.html" %}
{% endwith %}
**Source Location**
Select the master location where stock items are to be allocated from. Leave this input blank to allocate stock items from any available location.
**Interchangeable Stock**
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.
!!! warning "Take Care"
If the *Interchangeable Stock* option is enabled, and there are multiple stock items available, the results of the automatic allocation algorithm may somewhat unexpected.
!!! info "Example"
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.
**Substitute Stock**
Set this option to *True* to allow substitute parts (as specifed by the BOM) to be allocated, if the primary parts are not available.
## Allocating Tracked Stock ## Allocating Tracked Stock
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*. 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*.