faq:tipsandtricks

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faq:tipsandtricks [2020/05/22 07:36] – [Creating customers that are not visible to all the stores] Mark Gloverfaq:tipsandtricks [2023/03/23 01:35] (current) – [Changing an item's name and pack size] Mark Glover
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-{{indexmenu_n>70}} +{{indexmenu_n>100}} 
-====== 26.10. Tips and tricks ======+====== 28.10. Tips and tricks ======
 ===== mSupply Client: Connecting to a different server ===== ===== mSupply Client: Connecting to a different server =====
- 
 It is unusual, but you may be in a situation where your mSupply client application needs to switch between more than one mSupply Server. It is unusual, but you may be in a situation where your mSupply client application needs to switch between more than one mSupply Server.
  
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 Sometimes, the actual stock situation in a store becomes so out of step with mSupply's records that you want to start again from scratch with a brand new stocktake. Sometimes, the actual stock situation in a store becomes so out of step with mSupply's records that you want to start again from scratch with a brand new stocktake.
 <WRAP center round alert 60%> <WRAP center round alert 60%>
-Be warned:  Following the procedure below will result in the stock lines losing all **Cost price** data.  Cost price data can be added back to the stock lines, but that is a slow process that will not necessarily get back the correct Cost prices.  But, you are only doing this because the mSupply record is so desperately inaccurate anyway... :-/ +Be warned:  Following the procedure below will result in the stock lines losing all **Cost price** data.  Cost price data can be added back to the stock lines, but that is ordinarily a slow process that will not necessarily get back the correct Cost prices.  But, you are only doing this because the mSupply record is so desperately inaccurate anyway... :-/ 
 </WRAP> </WRAP>
    
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       - Click once on the first stock line.  The whole line will become highlighted.       - Click once on the first stock line.  The whole line will become highlighted.
       - Click once on the value in the 'Enter Quantity' column.  The Enter Quantity value will become highlighted       - Click once on the value in the 'Enter Quantity' column.  The Enter Quantity value will become highlighted
-      - Type ''0'', then press **Tab**.  Repeat this for each line of the whole stocktake.  You should be able to be faster than 2 stock lines per second, maybe a lot faster.  At 2 stock lines per second, you can get through 1000 stock lines in less than 10 minutes...+      - Type ''0'', then press **Tab** **Tab**.  Repeat this for each line of the whole stocktake.  You should be able to be faster than 2 stock lines per second, maybe a lot faster.  At 2 stock lines per second, you can get through 1000 stock lines in less than 10 minutes...
     - Click on **Create Inventory adjustments**  If you've got a lot of stock lines, this could take a while...{{ :faq:2017-01-25_14_25_20-msupply.png |Setting all quantities to zero (0)}}     - Click on **Create Inventory adjustments**  If you've got a lot of stock lines, this could take a while...{{ :faq:2017-01-25_14_25_20-msupply.png |Setting all quantities to zero (0)}}
   - Import new stock as described in [[import_and_export:import_items_and_stock|Importing items & stock]]   - Import new stock as described in [[import_and_export:import_items_and_stock|Importing items & stock]]
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 ... or import the customers - refer [[import_and_export:importing_names|Importing Names]] ... or import the customers - refer [[import_and_export:importing_names|Importing Names]]
 </WRAP> </WRAP>
 +
 +===== Changing an item's name and pack size =====
 +
 +There may come a time when you decide that you need to change the name and pack size of an item.
 +
 +<WRAP center round box>
 +For example, Malaria RDTs (Rapid Diagnostic Tests) are commonly packed in packets with 25 tests in each pack.  The packs can not really be broken down further in the supply chain, and it will only be opened at the last mile service delivery point.  Therefore you made a decision to define this item as:
 +
 +**Rapid Diagnostic Test (RDT) for Malaria, Pack/25** with a default pack size of **1**.
 +
 +
 +This works fine until your Malaria Programme team have advised you that they prefer to count the individual test in such a way that it matches the number of patients that need to be tested.  If they need enough tests for 750 people, they want to order 750 of this item, not 30 (750/25).  Therefore, you decide that you need to change the name and pack size of this item to:
 +
 +**Rapid Diagnostic Test (RDT) for Malaria** with a default pack size of **25**.
 +</WRAP>
 +
 +
 +<WRAP center round important 60%>
 +  * Changing the Item name and pack size is the easy bit.  The challenge is that all existing stocks need to be recounted with resulting inventory adjustments.
 +  * If your system is of any substantial size, you will want to consult with stakeholders to plan a smooth transition.
 +  * After a change such as this, all historic issuance / AMC records will be 'incorrect'.  In the case above, they will be 25 time //less// than future issuance AMC records
 +</WRAP>
 +
 +==== Changing the item ====
 +
 +If the item is currently described as:
 +
 +{{:faq:pasted:20210621-040523.png}}
 +
 +... with a pack size of **1**.
 +
 +<WRAP center round tip 60%>
 +In this example, the Item code = 732401.  The code is often an easier way to select the item.
 +</WRAP>
 +
 +
 +Edit the item (you will need [[admin:managing_users|user permissions]] to do this) to:
 +
 +{{:faq:pasted:20210621-041530.png}}
 +
 +On the Storage tab, replace the **Preferred pack size** of ''1'' with ''25''
 +
 +{{:faq:pasted:20210621-041741.png}}
 +
 +Click **OK**
 +
 +==== Carry out stock takes and inventory adjustments ====
 +
 +Create a New stock take for Item code starts with ''732401'':
 +
 +{{:faq:pasted:20210621-042112.png}}
 +
 +This reveals that there are **58** packs in the store with pack size = **1**:
 +
 +{{:faq:pasted:20210621-042402.png}}
 +
 +To correct this, we need to:
 +  - Add a New line
 +  - 732401 <Tab>
 +  - Select the line of the existing stock line (see that the Stock on hand = 58)
 +  - Click on the button to use details of this existing stock line
 +  - Set stock take qty = 58
 +  - Set Pack size = 25
 +  - Set Stock stock location to the same as the existing stock line
 +  - Click **Add new**
 +
 +{{:faq:pasted:20210621-044512.png}}
 +
 +With the resulting stock take:
 +
 +  - We give the stock take a useful title
 +  - We update the **Enter Quantity** details of the the original stock line to ''0''
 +  - Carry out a stock count to ensure that the stock on the shelves matches the newly added line and make any necessary adjustments in the **Enter Quantity** column.
 +  - Click the **Create Inventory adjustments** button to finalise the stock take.
 +
 +{{:faq:pasted:20210621-053800.png}}
  
  
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-|  //  Previous:  **[[faq:imprest_work_flow|25.09. Imprest work flow]]** | | Next: **[[faq:benefits_of_multistore_system|Benefits of a multi-store system ]]** //  |+|  //  Previous:  **[[faq:imprest_work_flow]]** | | Next: **[[faq:benefits_of_multistore_system]]** //  |
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  • Last modified: 2020/05/22 07:36
  • by Mark Glover