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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/EdgarJr30/proyecto-de-grado-cms/llms.txt

Use this file to discover all available pages before exploring further.

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Introduction

The Inventory Management module provides a complete solution for managing spare parts, warehouses, stock levels, and inventory movements in your CMMS. It integrates with work orders, assets, and maintenance operations to ensure parts availability and accurate tracking.

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Key Features

Parts & Categories

Manage spare parts catalog with categories, units of measure, and criticality levels

Warehouses & Bins

Configure warehouses and bin locations for organized storage

Stock Management

Track on-hand, reserved, and available quantities by location

Inventory Documents

Process receipts, issues, transfers, adjustments, and returns

Reorder Policies

Automated reorder suggestions based on min/max levels

Reservations

Reserve parts for accepted work orders

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System Architecture

The inventory system is built on several interconnected modules:

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Core Entities

  • Parts: Spare parts catalog with code, name, UOM, category, and criticality
  • Warehouses: Physical storage locations with optional bin/location structure
  • Vendors: Supplier information for procurement
  • Stock: On-hand quantities tracked by part, warehouse, and bin

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Transactional System

1

Document Creation

Create inventory documents (receipts, issues, transfers, adjustments, returns) in DRAFT status
2

Line Items

Add parts, quantities, bins, and costs to document lines
3

Posting

Publish documents to update stock and create ledger entries
4

Reversal

Cancel posted documents to create automatic reversal documents

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Permissions

The inventory module uses role-based access control:
PermissionDescription
inventory:readView inventory data and reports
inventory:writeEdit parts, warehouses, and master data
inventory:createCreate inventory documents
inventory:workPerform reservations and consumptions
inventory:full_accessComplete inventory management access
Most inventory operations require inventory:read at minimum. Document posting and reservations require inventory:create or inventory:work.
The inventory home page (/inventory) provides quick access to all inventory modules:
  • Repuestos (Parts): Manage spare parts catalog
  • Categorías de repuestos: Hierarchical part categories
  • Unidades de medida (UdM): Units of measure
  • Proveedores: Vendor management
  • Almacenes y ubicaciones: Warehouses and bins
  • Disponibilidad: Stock availability view (on-hand - reserved)
  • Stock por ubicación: Stock by warehouse and bin
  • Documentos de inventario: Inventory transactions
  • Movimientos de inventario: Movement history (Kardex)
  • Políticas de reposición: Reorder policies and suggestions
  • Reservas por OT: Work order part reservations

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Document Types

The system supports five document types:
Entrada (Receipt)Records incoming inventory from vendors or production.
  • Increases stock
  • Requires: warehouse, to_bin
  • Optional: vendor_id, unit_cost

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Stock Calculation

The system maintains accurate stock levels through: 
On-Hand Quantity: Physical stock in warehouse/bin
Reserved Quantity: Parts allocated to accepted work orders
Available Quantity: On-Hand - Reserved
Available quantity is the true consumable stock. Always check availability before issuing parts or creating work orders.

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Views and Reports

The system provides several materialized views:
  • v_available_stock: On-hand, reserved, and available quantities by part/warehouse
  • v_stock_by_location: Detailed stock by warehouse and bin location
  • v_reorder_suggestions: Automated suggestions based on policies
  • inventory_ledger: Complete transaction history for audit trail

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Integration Points

Work Orders

  • Reserve parts for accepted tickets
  • Issue parts during work order execution
  • Return unused parts to inventory

Assets

  • Link parts to specific assets
  • Track part consumption by asset
  • Maintenance history with part usage

Vendors

  • Track preferred vendors by part
  • Lead time and minimum order quantities
  • Pricing information for cost tracking

Cost Management

  • Unit cost tracking per transaction
  • Cost consumption reports
  • Average cost calculations

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Next Steps

Parts Management

Learn how to create and manage spare parts

Warehouses

Set up warehouses and bin locations

Stock Management

Understand stock tracking and availability

Documents

Process inventory transactions

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