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License: MIT PyPI PEP

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

Dashboard Widget

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

Dashboard Widget

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:

Install Plugin

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!

Configuration

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

Setting Description
Ignore External Locations Ignore stock items which are located in external locations
Daily Limit Maximum number of stock items to process per day (per user).
Allowed Group Specify a group which is allowed to perform rolling stocktake operations. Leave blank to allow all users to perform stocktake operations.

Plugin Settings

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InvenTree plugin for rolling stocktake mechanism

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