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Merge pull request #231 from eeintech/stock_item_merge
Added doc about stock item merge
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@ -43,3 +43,37 @@ Count stock items (stocktake) to record the number of items in stock at a given
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{% with id="stock_count", url="stock/stock_count.png", description="Stock count" %}
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{% with id="stock_count", url="stock/stock_count.png", description="Stock count" %}
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{% include 'img.html' %}
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{% include 'img.html' %}
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{% endwith %}
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{% endwith %}
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### Merge Stock
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Users can merge two or more stock items together.
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The conditions for merging stock items are the following:
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- a stock item cannot be merged with itself
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- only stock items referring to the same part can be merged
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- supplier parts between all items have to match, unless user explicitely allows supplier parts to be different (see below)
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- stock status between all items have to match, unless user explicitely allows stock status to be different (see below).
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Moreover, if one of the item:
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- is assigned to a sale order
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- or is installed in another item
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- or contains other items
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- or is assigned to a customer
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- or is currenty in production
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- or is serialized
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then the merge would not be possible.
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If the conditions are met, the process of merging will add up the stock quantity for all items involved in the merge and create a new stock item with the final calculated quantity.
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To merge stock items, check two or more items in a stock table and click on the <span class='fas fa-boxes'></span> icon above the table, then click on "<span class='fas fa-object-group'></span> Merge Stock" menu option.
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In the Merge Stock Items form, user can decide to allow mismatched suppliers or status to be merged together (disabled by default).
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{% with id="stock_item_merge", url="stock/stock_item_merge.png", description="Stock Item Merge" %}
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{% include 'img.html' %}
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{% endwith %}
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Select the location for the new stock item and confirm the merge, then click on <span class="badge inventree confirm">Submit</span> to process the merge.
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