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Should be able to select items for audit that have 0 inventory. #4594

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cielf opened this issue Aug 11, 2024 · 9 comments
Open
2 tasks

Should be able to select items for audit that have 0 inventory. #4594

cielf opened this issue Aug 11, 2024 · 9 comments
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@cielf
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cielf commented Aug 11, 2024

Summary

You can only select items for auditing that already have inventory in the chosen storage location. You should be able to select any active item.

Why?

If someone is doing an audit, and has stock of items that have not been entered into system for that storage location, they should be able to add them in at audit time. Also, this bug effectively precludes someone using the audit feature to set up their stock levels.

Details

Sign in as [email protected]. Choose Inventory, Items & Inventory. Enter a new item. Then, Choose Audit, pick a storage location, then try to pick the item you just entered. You can't. You should be able to.

Criteria for completion

  • Audit item drop downs include all active items, even if the storage location has no inventory of them
  • Tests to confirm that.
@auliafaizahr
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I'd like to give this issue a try :)

@github-actions github-actions bot removed the Help Wanted Groomed + open to all! label Aug 29, 2024
@cielf
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cielf commented Aug 29, 2024

Please do -- fair warning, I think this is going to be quite a bit more challenging than the first one.

@auliafaizahr
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thankyou for reminding, i'll back to you once found something challenging :)

@auliafaizahr
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hi @cielf I’m following the instructions to add a new item and then audit it, but I’m a bit confused. There are several tabs on the "Items & Inventory" page (screenshot). Could you let me know which tab I should use to add the item? Thanks!

image

@cielf
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cielf commented Sep 2, 2024

hi @cielf I’m following the instructions to add a new item and then audit it, but I’m a bit confused. There are several tabs on the "Items & Inventory" page (screenshot). Could you let me know which tab I should use to add the item? Thanks!

image

Click the "New Item" button on the Item list to bring up the New Item form.

@cielf
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cielf commented Sep 3, 2024

Ok -- so we found out that a new item in the above case actually works. But this sequence doesn't
log in as [email protected] -- this is a brand new organization
add a storage location
Then Audit, new Audit, choose a storage location and try to add an item.

@cielf
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cielf commented Sep 3, 2024

The desired result is that when we do an audit, we can add entries for any active items, whenever they were added.
We want to enable using the audit as a valid way to set up the initial inventory levels — which they can’t yet.
When the bank is set up as a brand new bank, we initialize a list of items, which are standard sizes of diapers, etc. They might use that list of items as is, or add to it before setting up their initial inventory...
I think (without delving into the code) that what may be happening now is that the list of items available in the audit is the list of items that have some association with the storage location. We don’t add all the items to each storage location initially because not everyone actually uses the entire list — but if they are adding a new item, they are probably going to be using it!
However, for audit purposes, we want them to be able to select any active item.
Hope that helps!

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github-actions bot commented Oct 4, 2024

This issue is marked as stale due to no activity within 30 days. If no further activity is detected within 7 days, it will be unassigned.

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Automatically unassigned after 7 days of inactivity.

@cielf cielf added Help Wanted Groomed + open to all! and removed stale labels Oct 11, 2024
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