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Work on inventory items and storage locations
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docs/user_guide/bank/essentials_pick_ups.md

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@@ -7,7 +7,7 @@ Click on "Pick Ups & Deliveries" in the left-hand menu to view the calendar.
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![PickUps & Delivery Calendar](images/essentials/pick_ups/pickup&delivery.jpg)
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Click on any scheduled Eistribution to view details on all the Eistributions for that day.
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Click on any scheduled Distribution to view details on all the Distributions for that day.
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The Distribution Schedule page shows details including the Partner,the time of Distribution, Storage Location, the total number of items, and the status of the Distribution.
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![Specific Day Distribution](images/essentials/pick_ups/specific_day_distribution_schedule.jpg)
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docs/user_guide/bank/inventory_items.md

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DRAFT USER GUIDE
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READY FOR REVIEW
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# Items
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## Introduction
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Your bank is initialized with a basic set of Items that contains many common product types that essentials banks distribute. These Items represent the stock you have for distribution. Here is the current default list:
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#### Viewing an Item
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Clicking "View" will bring up details on the Item, including all the things you can change, and a breakdown of the inventory at each location you currently have stock at.
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![Navigation to view an Item](images/inventory/inventory_items_viewnavigation.png)
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![Navigation to view an Item](images/inventory/inventory_items_view_navigation.png)
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![View Item page](images/inventory/inventory_items_view.png)
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The fields are:
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- Base Item -- this is the "Base Item" for this Item -- which determines what section it is in for the Annual Survey. You can also search by Base Item (at this time)
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- On hand recommended quantity -- This is the amount you want to have on hand -- if you don't have this, it will appear in the low inventory list on your dashboard, just not in red.
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- Package size -- If you use this, the calculated number of packages for the Item will appear on the distribution printout, unless you hide it when [customizing your bank](getting_started_customization.md).
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- Item visible to partners -- This is useful if you have Items that you do not want the partners directly requesting. Uses include: Items you don't get very often, or Items you only have because they are going into kits you haven't assembled yet. You can uncheck this to hide those Items from all your partners.
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#### Filtering your item list
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The most common thing you'll when filtering your item list is to include inactive items. If you have deactivated an item, but are going to offer it again, you'll need to check the "Also include inactive Items" box in the filter, and then click "Filter" to show it, so that you can reactivate it.
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#### Editing an Item
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Clicking "Edit" beside an Item on the Item list lets you edit the Item definition, with the fields as described above.
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![Navigation to edit an Item](images/inventory/inventory_items_edit_navigation.png)
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![Item list showing delete and deactivate buttons](images/inventory/inventory_items_delete_vs_deactivate.png)
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#### Reactivating an Item
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To reactivate an Item, you'll need to
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(1) click "Also include inactive Items"
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(2) click "Filter", then
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(3) click "Restore" beside the Item you wish to reactivate.
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Click 'Ok' on the confirmation screen that appears.
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![Item Reactivation sequence](images/inventory/inventory_items_reactivation.png)
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### Item Categories
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Item categories are largely used for limiting the Items specific [Partner Groups](pm_partner_groups.md) can see, though you can also filter distributions by them. This tab shows all the Item categories you have, allowing you to view and edit each one, as well as enter new ones.
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![Navigation to Item Inventory tab](images/inventory/inventory_items_inventory_navigation.png)
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### Kits tab
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This shows the same information as the main [Kits](inventory_kits.md) view.
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This shows the same information as the main [Kits](inventory_kits.md) list.
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![Navigation to the Kits tab ](images/inventory/inventory_items_kits_navigation.png)
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[TODO: Add a filter section]
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[Prior: Partner Announcements](pm_announcements.md)[Next: Storage Locations](inventory_storage_locations.md)

docs/user_guide/bank/inventory_storage_locations.md

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To add a Storage Location, click "New Storage Location" on the Storage Location summary page.
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![Navigation to add a Storage Location](images/inventory/inventory_storage_locations_add_navigation.png)
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The square footage and storage site type information are used in the annual survey report.
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[TODO: Is the address used anywhere? (Distribution printout? maybe? Maybe available for the distribution email?)]
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[TODO: Speak intelligently on how the time zone is used]
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[TODO: Screenshot]
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This brings up the New Storage Location page
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![New Storage Location page](images/inventory/inventory_storage_locations_add.png)
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- Name is mandatory, and is used in drop-downs throughout the system to indicate the Storage Location
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- Address is also mandatory, but is information only.
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- Square Footage is used in the annual survey report
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- Warehouse Type is used in the annual survey report
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- Time Zone is used with the pickup and deliveries calendar, particularly with allowing you to sync your pickups calendar with Google Calendar
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## Storage location view
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To view a Storage Location, click the "View" button beside it in the Storage Location summary page.
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Here you see the current levels of inventory for the chosen Storage Location. You can see the inventory levels for past dates by choosing the date in "Show Inventory at Date" and clicking "View"
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That shows the inventory at the beginning of the day.
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[TODO: Screenshot]
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![Storage Location - Inventory tab](images/inventory/inventory_storage_location_view_inventory.png)
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### Inventory Coming In
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This shows the sum of all the inventory coming in ([Purchases](essentials_purchases.md), [Donations](essentials_donations.md), [Adjustments](inventory_adjustments.md), [Transfers](inventory_transfers.md), and [positive changes for kit allocations.deallocations](inventory_kits.md)) for the given Storage Location for all time
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[TODO: Check that that is exactly what it is doing]
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[TODO: Would this be more useful with a date range, and is that feasible?]
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[TODO: Screenshot]
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[TODO: Check that that is exactly what it is doing]
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[TODO: Would this be more useful with a date range, and is that feasible?]
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[TODO: Screenshot]
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## Editing a Storage Location
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You can edit your Storage Location (though it seems a very rare event), by clicking "Edit" beside the Storage Location in the Storage Location Summary Page.
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The same fields are as available as for your new Storage Locations. Make your updates and click save.
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The same fields are as available as for [New Storage Locations](inventory_storage_locations.md). Make your updates and click save.
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## Deactivating a Storage Location
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You can only deactivate a Storage Location if the inventory for all its items is 0.

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