Stocktake
Part Stocktake¶
InvenTree can record the historical stock levels of parts, allowing users to view past stocktake data and generate reports based on this information.
A Stocktake refers to a "snapshot" of stock levels for a particular part, at a specific point in time. Stocktake information is used for tracking a historical record of the quantity and value of part stock.
In particular, an individual Stocktake record tracks the following information:
- The date of the Stocktake event
- A reference to the part which is being counted
- The total number of individual stock items available
- The total stock quantity of available stock
- The total value range of stock on hand
Stock Items vs Stock Quantity¶
Stock Items refers to the number of stock entries (e.g. "3 reels of capacitors"). Stock Quantity refers to the total cumulative stock count (e.g. "4,560 total capacitors").
Value Range of Stock on Hand¶
The total value range of stock on hand is calculated based on the provided pricing data. For stock items which have a recorded cost (e.g. purchase price), this value is used. If no direct pricing information is available for a particular stock item, the price range of the part itself is used.
Value Range
Value data is provided as a range of values, accounting for any variability in available pricing data.
Display Historical Stock Data¶
Historical stock data for a particular part can be viewed in the Stock History tab, available on the Part page.
This tab displays a chart of historical stock quantity and cost data, and corresponding tabulated data:
If this tab is not visible, ensure that the Enable Stock History user setting is enabled in the Display Settings section.
Stocktake Entry Generation¶
By default, stocktake entries are generated automatically at regular intervals (see settings below). However, users can generate a stocktake entry on demand, using the Generate Stocktake Entry button in the Stock History tab:
This will schedule the generation of a new stocktake entry for the selected part, and the new entry will be visible in the stock history data once the generation process is complete.
Stocktake Reports¶
In addition to the part stocktake entries, which are periodically generated for all parts in the database, users can also generate a stocktake report, against a particular set of input parameters. Instead of generating a stocktake entry for a single part, this process generates a report which contains stocktake data for all parts which match the specified parameters.
The generated report (once completed) will be available for download as a CSV file, and will contain the stocktake entry data for all parts which match the specified parameters.
Report Options¶
The following parameters can be specified when generating a stocktake report:
| Parameter | Description |
|---|---|
| Part | If provided, the report will only include stocktake data for the specified part, including and variant parts. If left blank, the report will include data for all parts in the database. |
| Category | If provided, the report will only include stocktake data for parts which belong to the specified category, including any sub-categories. If left blank, the report will include data for all parts in the database. |
| Location | If provided, the report will only include stocktake data for parts which have stock items located at the specified location, including any sub-locations. If left blank, the report will include data for all parts in the database. |
Generating a Stocktake Report¶
The following methods for generating a stocktake report via the user interface are available:
Dashboard Widget¶
A dashboard widget is available for generating stocktake reports, which can be added to any dashboard view:
Here, the user can specify the report parameters, and then click the Generate Report button to generate a new stocktake report based on the specified parameters.
Stocktake Settings¶
There are a number of configuration options available for controlling the behavior of part stocktake functionality in the system settings view:
| Name | Description | Default | Units |
|---|---|---|---|
Enable Stocktake |
Enable functionality for recording historical stock levels and value | False |
|
Exclude External Locations |
Exclude stock items in external locations from stocktake calculations | False |
|
Automatic Stocktake Period |
Number of days between automatic stocktake recording | 7 |
days |
Delete Old Stocktake Entries |
Delete stocktake entries older than the specified number of days | False |
|
Stocktake Deletion Interval |
Stocktake entries will be deleted after specified number of days | 365 |
days |
Enable Stocktake¶
Enable or disable stocktake functionality. Note that by default, stocktake functionality is disabled.
Automatic Stocktake Period¶
Configure the number of days between generation of automatic stocktake reports. If this value is set to zero, automatic stocktake reports will not be generated.
Delete Old Stocktake Entries¶
If enabled, stocktake entries older than the specified number of days will be automatically deleted from the database.
Stocktake Deletion Interval¶
Configure how many days historical stocktake records are retained in the database.