Rolling Stocktake Plugin

This is as plugin for InvenTree which provides integration of rolling stocktake for InvenTree.

Description

Rolling stocktake is a method of inventory management where a small subset of inventory is counted on a regular basis, rather than counting the entire inventory at once. This plugin provides tools to facilitate rolling stocktake operations within InvenTree.

Features

The plugin provides the following features:

• A backend API endpoint to retrieve items which are due for stocktake
• A frontend interface to view and manage rolling stocktake operations
• Automatic daily marking of stale stock items as requiring stocktake

Dashboard Widget

Users are presented with a custom widget on their dashboard, which automatically fetches a single stock item which is due for stocktake:

This widget allows users to quickly and easily perform stocktake operations on individual items. Once stocktake has been performed on a given item, the next item which is due for stocktake is automatically fetched.

Installation

Install the plugin using the methods described below.

Note: After the plugin is installed, it must be activated via the InvenTree plugin interface.

Via User Interface

Installation via the InvenTree plugin manager is the recommended approach:

The simplest way to install this plugin is from the InvenTree plugin interface. Enter the plugin name (inventree-rolling-stocktake) and click the Install button:

Via Pip

To install manually via the command line, run the following command:

pip install rolling-stocktake

Note: You must be operating within the InvenTree virtual environment!

Automatic Stale Marking

The plugin runs a daily background task that automatically marks stock items as requiring stocktake. An item is considered stale when:

• It was created before the configured Stale Period threshold, and
• It has not been counted since the same threshold (or has never been counted)

Stale items are assigned the configured Stale Status stock status code. This makes them easy to identify and prioritise in the dashboard widget and elsewhere.

Note: If the Stale Status setting is not configured (left blank), the automatic marking function will not run. Both the Stale Status and Stale Period settings must be set for this feature to take effect.

Items that are already assigned the stale status, are located in external locations (if Ignore External Locations is enabled), or belong to inactive parts (if Ignore Inactive Parts is enabled) are excluded from processing.

Configuration

The plugin can be configured via the InvenTree plugin interface. The following settings are available: