items:master_lists

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items:master_lists [2021/09/16 10:06] – updated masterlist, removed locallist description arpitaitems:master_lists [2023/03/23 02:19] (current) – [Removing an item from a master list when it is currently in stock] Mark Glover
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 {{ :items:add_mstr_list.png?550 }} {{ :items:add_mstr_list.png?550 }}
 +{{ :items:add_mstr_list2.png?550 |}}
  
 == Description == == Description ==
-Enter the name of the master list here - this is the list name that everyone will see e.g. ''Health Posts - Standard List''. Any non-printable characters entered before or after the description will be removed. Any entered in the description will be replaced with an underscore (''_'').+Enter the name of the master list here - this is the list name that everyone will see e.g. ''All items: General warehouse''. Any non-printable characters entered before or after the description will be removed. Any entered in the description will be replaced with an underscore (''_'').
  
 == Note == == Note ==
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 == This master list is a patient list == == This master list is a patient list ==
- +If checked, this tells mSupply to use the prices on this master list for any of the items on this list on prescriptions (not customer invoices).
-This is only visible if the **Use program pricing** preference is turned on (see the [[preferences:invoices#use_program_pricing|15.03. Invoice preferences]] page for details). If checked, this tells mSupply to use the prices on this master list for any of the items on this list on prescriptions.+
  
 === Buttons on the Master list window === === Buttons on the Master list window ===
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 The //Cancel// button also takes you back to the master list screen but, obviously, does not execute the import. The //Cancel// button also takes you back to the master list screen but, obviously, does not execute the import.
  
 +== Search field ==
 +If you need to find a specific item in the master list you can type something in the //Search items// field just below the buttons. Only the items in the list with a name or code that contains what you typed will be shown, all others will be hidden.
 === Tabs the Master list window  === === Tabs the Master list window  ===
  
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 From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required.  <WRAP center round alert 60%> From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required.  <WRAP center round alert 60%>
-  * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their association with it removed.+  * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their assignment with it removed.
   * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab.  If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.   * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab.  If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.
 </WRAP> </WRAP>
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 == Buttons in the Item Lists section: == == Buttons in the Item Lists section: ==
 +  * **Add Master list:** Click this to select a master list to add to the customer from a list of all master lists which have been created.
  
- +{{ :items:names-item-masterlists.png?650 |}}
-  * **Add Master list: **From the list of master lists which have been created, double click on the name of the desired list. +
-   +
- +
-{{ :items:names-item-masterlists.jpg?650 |}} +
    
-  * **Delete list: ** Two distinct functions are performed, depending on whether a Master list or a Local list is selected +  * **Delete list:** Select a master list and click on this button to un-assign it from this customer. The master list remains in mSupply, it is not deleted.
-   - if applied to a Master list of which the present customer is a member, it has the effect of removing that list from this customer's Favourites. The Master list remains in mSupply. +
-   +
-  * **Add item:** Once you have selected a list, this allows you to add an item to that list. +
- +
-<WRAP center round tip 60%> +
-You can only add items to a local list. If there are no buttons visible above the item list, it is because you don't have any local lists for this customer (or if you do, you haven't clicked on that local list to highlight it first) +
-</WRAP>+
  
 <WRAP center round important 60%> <WRAP center round important 60%>
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     * Choose whether to send to Excel(r) or your printer.     * Choose whether to send to Excel(r) or your printer.
     * Click **Generate**     * Click **Generate**
-== Buttons in the Items section: == 
  
-<WRAP center round info 60%> 
-These icons appear only when a local list is selected; for obvious reasons, Master lists cannot be edited here. 
-</WRAP> 
- 
- 
-  * **Add Item** Self explanatory! Allows you to add required lines to the local list. 
-  * **Delete Item(s)** Lines may be deleted, either singly or, by selecting multiple lines, they may be deleted together. 
-  * **Save sort order** Allows you to save the list according to how you have sorted it here. 
  
 == Information button == == Information button ==
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 This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1. This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1.
 +
 +=== Removing an item from a master list when it is currently in stock ===
 +There are a number of circumstances under which you will need to remove an item from a master list when it is currently in stock including:
 +  * The item is being phased out and you don't want facilities to be able to order it
 +  * The item should never have been on the master list and users have accidentally recorded stock of the item
 +
 +In these cases, it is relatively straightforward to [[items:master_lists#remove_item_s|remove an item from a master list]] - //except// that if your system is [[items:master_lists#using_master_lists_to_control_item_visibility_in_stores|using master lists to control item visibility in stores]], then:
 +<WRAP center round box 90%>
 +mSupply will <wrap em>not allow you to remove an item from a master list</wrap> IF **any** store that is assigned to that master list has:
 +  * The item currently in stock AND
 +  * The item is not on any //other// master list assigned to that store.
 +</WRAP>
 +
 +
 +There are two options open to you:
 +== Wait for all stock to be removed ==
 +Wait for //all// stock to be removed from //all// the affected stores before you remove the item(s) from the master list.  This is a particularly painful process if there are many affected stores.  While you are waiting for the last store to remove the item, other stores can continue to receive and stock the item!
 +
 +== Use a temporary master list to assist with the process ==
 +  - Create a temporary master list with the item(s) to be removed.
 +  - Assign the temporary master list to all the affected stores that still hold stock of the item(s).
 +  - Remove the item from the original master list.  This should now be possible as the condition above should be met.
 +  - As each store removes the stock of the item(s), un-assign the temporary master list from the store.
 +  - Once all stores have removed stock of the item(s), the temporary master list can be deleted.
 +
  
 \\ \\
  • Last modified: 2021/09/16 10:06
  • by arpita