From 46a937ca53ad08caa33c02635c6031c2850d62b7 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Mon, 2 Aug 2021 19:24:25 +0200 Subject: [PATCH 01/10] init price info --- docs/part/pricing.md | 46 ++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 46 insertions(+) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index f9183ed..9acb281 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -6,6 +6,52 @@ title: Pricing InvenTree provides multi-currency pricing support via the [django-money](https://django-money.readthedocs.io/en/latest/) library. +Cost - The theoretical amount of money required to pay for something. +Price - The actual amount of money paid. + + +| Price | Description | Linked to | +| --- | --- | ---| +| Supplier Cost | How much it costs to theoretically purchase a part from a given supplier | Supplier | +| Purchase Price | Historical pricing information for parts actually purchased | Stock Item | +| Internal Cost | How much a part costs to make | Part | +| BOM Cost | Total cost for an assembly (total cost of component items) | Part | +| Sale Cost | How much a salable item is sold for (with cost-breaks) | Part | +| Sale Price | How much an item was actually sold for | Sales Order | + +## Pricing Tab + +The pricing tab of a part provides all avalable pricing information for that part. It shows all price ranges and provides tools to calculate them. + +### price ranges +As parts can have price ranges[#] it is important to set the correct amount in the first panel to get an accurate price. + +### currencies +All money-values are adjusted to the default currency at the current exchange rates (see [#] for more information). This can squew historical data but is necessary to easaly compare values. + +### Supplier cost / prices + +Shows how much it would cost to purchase the part right now from a supplier/manufacturer (can have price ranges[#]). +Also provides a graph of historical prices collected from stock in the tab **Purchase Price**. + +### Internal cost / prices + +Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). Price ranges[#] are supported. + +### BOM Cost + +If a part is an assembly this panel will show the cost (possibly as range) for all sub-parts and a graph how much each part contirbutes to the total cost. + +### Sale cost / prices + +Sale prices are always to customers (through sale orders[#]) and support price ranges[#]. + +The panel also shows historical sale price information collected from past purchase orders. + +## Considerations for pricing + +Pricing in InvenTree supports various degrees of complexity. The following use cases provide an insight into possible ways to use the available tools. + ## Currency Conversion Automatic updating of currency conversion rates can be provided via the [exchangerate.host](https://exchangerate.host/#/) API. From 58eb1049c1a4f0acf96a63ea418c649f9d2604af Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Mon, 2 Aug 2021 20:06:25 +0200 Subject: [PATCH 02/10] links and typos --- docs/part/pricing.md | 22 ++++++++++++---------- 1 file changed, 12 insertions(+), 10 deletions(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 9acb281..887c5b7 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -23,36 +23,38 @@ Price - The actual amount of money paid. The pricing tab of a part provides all avalable pricing information for that part. It shows all price ranges and provides tools to calculate them. -### price ranges -As parts can have price ranges[#] it is important to set the correct amount in the first panel to get an accurate price. +### Price ranges +As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. -### currencies -All money-values are adjusted to the default currency at the current exchange rates (see [#] for more information). This can squew historical data but is necessary to easaly compare values. +### Currency in the graphs and tables +All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#Currency Conversion) for more information). This can squew historical data but is necessary to easaly compare values. ### Supplier cost / prices -Shows how much it would cost to purchase the part right now from a supplier/manufacturer (can have price ranges[#]). +Shows how much it would cost to purchase the part right now from a supplier/manufacturer (can have [price ranges](#Price ranges)). Also provides a graph of historical prices collected from stock in the tab **Purchase Price**. ### Internal cost / prices -Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). Price ranges[#] are supported. +Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). [Price ranges](#Price ranges) are supported. -### BOM Cost +### BOM cost If a part is an assembly this panel will show the cost (possibly as range) for all sub-parts and a graph how much each part contirbutes to the total cost. ### Sale cost / prices -Sale prices are always to customers (through sale orders[#]) and support price ranges[#]. +Sale prices are always to customers (through [sale orders](../companies/so.md)) and support [price ranges](#Price ranges). -The panel also shows historical sale price information collected from past purchase orders. +The panel also shows historical sale price information collected from past [purchase orders](../companies/po.md). ## Considerations for pricing Pricing in InvenTree supports various degrees of complexity. The following use cases provide an insight into possible ways to use the available tools. -## Currency Conversion +TODO + +## Currency conversion Automatic updating of currency conversion rates can be provided via the [exchangerate.host](https://exchangerate.host/#/) API. From 6a27392b8cd6e5c2444b972858b631662ff89065 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Mon, 2 Aug 2021 23:26:21 +0200 Subject: [PATCH 03/10] fixing links --- docs/part/pricing.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 887c5b7..8a2292d 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -31,12 +31,12 @@ All money-values are adjusted to the default currency at the current exchange ra ### Supplier cost / prices -Shows how much it would cost to purchase the part right now from a supplier/manufacturer (can have [price ranges](#Price ranges)). +Shows how much it would cost to purchase the part right now from a supplier/manufacturer (can have [price ranges](#price-ranges)). Also provides a graph of historical prices collected from stock in the tab **Purchase Price**. ### Internal cost / prices -Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). [Price ranges](#Price ranges) are supported. +Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). [Price ranges](#price-ranges) are supported. ### BOM cost @@ -44,7 +44,7 @@ If a part is an assembly this panel will show the cost (possibly as range) for a ### Sale cost / prices -Sale prices are always to customers (through [sale orders](../companies/so.md)) and support [price ranges](#Price ranges). +Sale prices are always to customers (through [sale orders](../companies/so.md)) and support [price ranges](#price-ranges). The panel also shows historical sale price information collected from past [purchase orders](../companies/po.md). From 1a084b038cbf53124e457eca7e85f5ee9c7fe291 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Mon, 2 Aug 2021 23:29:13 +0200 Subject: [PATCH 04/10] another fixed link --- docs/part/pricing.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 8a2292d..61dbb07 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -27,7 +27,7 @@ The pricing tab of a part provides all avalable pricing information for that par As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. ### Currency in the graphs and tables -All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#Currency Conversion) for more information). This can squew historical data but is necessary to easaly compare values. +All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#/#currency-conversion) for more information). This can squew historical data but is necessary to easaly compare values. ### Supplier cost / prices From 7e0e8e87d004bced24edd41260d4a0a318739eb5 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 00:01:04 +0200 Subject: [PATCH 05/10] resturcturing --- docs/part/pricing.md | 10 ++++------ 1 file changed, 4 insertions(+), 6 deletions(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 61dbb07..0235190 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -6,9 +6,12 @@ title: Pricing InvenTree provides multi-currency pricing support via the [django-money](https://django-money.readthedocs.io/en/latest/) library. +### Terminology + Cost - The theoretical amount of money required to pay for something. Price - The actual amount of money paid. +### Pricing points | Price | Description | Linked to | | --- | --- | ---| @@ -27,6 +30,7 @@ The pricing tab of a part provides all avalable pricing information for that par As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. ### Currency in the graphs and tables + All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#/#currency-conversion) for more information). This can squew historical data but is necessary to easaly compare values. ### Supplier cost / prices @@ -48,12 +52,6 @@ Sale prices are always to customers (through [sale orders](../companies/so.md)) The panel also shows historical sale price information collected from past [purchase orders](../companies/po.md). -## Considerations for pricing - -Pricing in InvenTree supports various degrees of complexity. The following use cases provide an insight into possible ways to use the available tools. - -TODO - ## Currency conversion Automatic updating of currency conversion rates can be provided via the [exchangerate.host](https://exchangerate.host/#/) API. From 9fe98aa762af71e91dd951ba443dafcae4437d00 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 00:01:27 +0200 Subject: [PATCH 06/10] clearer section on price ranges --- docs/part/pricing.md | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 0235190..101b075 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -27,7 +27,13 @@ Price - The actual amount of money paid. The pricing tab of a part provides all avalable pricing information for that part. It shows all price ranges and provides tools to calculate them. ### Price ranges -As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. + +A price range describes the unit price for a part at different buying / selling quantities (one par is called price point followin). Many suppliers sell their parts with different price points depending on packaging and quantities. That can be replicated in InvenTree with price ranges. + +The simplest price range just contains one price point - this will be created when a part gets assigned a price in a form. + +!!! warning "Supported Models" + As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. ### Currency in the graphs and tables From ce5341fed77bb14af1b01e1f95893c11542338b9 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 00:04:01 +0200 Subject: [PATCH 07/10] forgot to change heading --- docs/part/pricing.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 101b075..8fd8608 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -32,7 +32,7 @@ A price range describes the unit price for a part at different buying / selling The simplest price range just contains one price point - this will be created when a part gets assigned a price in a form. -!!! warning "Supported Models" +!!! warning "Adjust the wanted amount!" As parts can have price ranges it is important to set the correct amount in the first panel to get an accurate price. ### Currency in the graphs and tables From 462deaa8ba562c5e8573b4697be6c285416d15b6 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 00:10:31 +0200 Subject: [PATCH 08/10] spellchecking --- docs/part/pricing.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 8fd8608..835f6cc 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -16,19 +16,19 @@ Price - The actual amount of money paid. | Price | Description | Linked to | | --- | --- | ---| | Supplier Cost | How much it costs to theoretically purchase a part from a given supplier | Supplier | -| Purchase Price | Historical pricing information for parts actually purchased | Stock Item | +| Purchase Price | Historical pricing information for parts purchased | Stock Item | | Internal Cost | How much a part costs to make | Part | | BOM Cost | Total cost for an assembly (total cost of component items) | Part | | Sale Cost | How much a salable item is sold for (with cost-breaks) | Part | -| Sale Price | How much an item was actually sold for | Sales Order | +| Sale Price | How much an item was sold for | Sales Order | ## Pricing Tab -The pricing tab of a part provides all avalable pricing information for that part. It shows all price ranges and provides tools to calculate them. +The pricing tab of a part provides all available pricing information for that part. It shows all price ranges and provides tools to calculate them. ### Price ranges -A price range describes the unit price for a part at different buying / selling quantities (one par is called price point followin). Many suppliers sell their parts with different price points depending on packaging and quantities. That can be replicated in InvenTree with price ranges. +A price range describes the unit price for a part at different buying / selling quantities (one par is called price point following). Many suppliers sell their parts with different price points depending on packaging and quantities. That can be replicated in InvenTree with price ranges. The simplest price range just contains one price point - this will be created when a part gets assigned a price in a form. @@ -37,7 +37,7 @@ The simplest price range just contains one price point - this will be created wh ### Currency in the graphs and tables -All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#/#currency-conversion) for more information). This can squew historical data but is necessary to easaly compare values. +All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#/#currency-conversion) for more information). This can distort historical data but is necessary to easily compare values. ### Supplier cost / prices @@ -46,11 +46,11 @@ Also provides a graph of historical prices collected from stock in the tab **Pur ### Internal cost / prices -Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assambly the internal cost has to contain the cost for all sub-parts). [Price ranges](#price-ranges) are supported. +Parts can optionally have a internal cost (this needs to be enabled by a admin) that is used for internal sales. This value is used for BOM calculations (if the part is an assembly the internal cost must contain the cost for all sub-parts). [Price ranges](#price-ranges) are supported. ### BOM cost -If a part is an assembly this panel will show the cost (possibly as range) for all sub-parts and a graph how much each part contirbutes to the total cost. +If a part is an assembly this panel will show the cost (possibly as range) for all sub-parts and a graph how much each part contributes to the total cost. ### Sale cost / prices From 7af70ca54382cef7476517f2f5a16153a74c33b0 Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 23:45:37 +0200 Subject: [PATCH 09/10] removing old information --- docs/part/pricing.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 835f6cc..6149b5b 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -64,4 +64,3 @@ Automatic updating of currency conversion rates can be provided via the [exchang Currency exchange rates are updated once per day. -The rates can also be set manually in the settings. Be aware that most companies trade with hourly or daily rates – setting a static rate can lead to big differences to the real world. From c76ae50525865661fcef3b75e4d8e4d80156d76a Mon Sep 17 00:00:00 2001 From: Matthias Mair Date: Tue, 3 Aug 2021 23:46:57 +0200 Subject: [PATCH 10/10] fixing link thanks @eeintech --- docs/part/pricing.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/part/pricing.md b/docs/part/pricing.md index 6149b5b..4c5d7d1 100644 --- a/docs/part/pricing.md +++ b/docs/part/pricing.md @@ -37,7 +37,7 @@ The simplest price range just contains one price point - this will be created wh ### Currency in the graphs and tables -All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#/#currency-conversion) for more information). This can distort historical data but is necessary to easily compare values. +All money-values are adjusted to the default currency at the current exchange rates (see [currency conversion](#currency-conversion) for more information). This can distort historical data but is necessary to easily compare values. ### Supplier cost / prices