items:phased_stocktakes

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items:phased_stocktakes [2023/12/13 17:27] – [After counting the stock] Gary Willettsitems:phased_stocktakes [2023/12/13 17:38] (current) – Gary Willetts
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     - if the **Reference** value of the stocktake ends in ''/1'' or ''/2'', a new stocktake containing only the lines that showed a discrepancy is created. This sticktake will have the same reference value as this stocktake except that its phase number will be incremented by 1. So, if the **Reference** ended in ''/1'', the new stocktake's reference will end in ''/2'', if it ended in ''/2'' then the new stocktake's reference will end in ''/3''.     - if the **Reference** value of the stocktake ends in ''/1'' or ''/2'', a new stocktake containing only the lines that showed a discrepancy is created. This sticktake will have the same reference value as this stocktake except that its phase number will be incremented by 1. So, if the **Reference** ended in ''/1'', the new stocktake's reference will end in ''/2'', if it ended in ''/2'' then the new stocktake's reference will end in ''/3''.
     - if the **Reference** value of the stocktake ends in ''/3'' then inventory adjustments are created to make the stock of the lines with discrepancies match what was counted in the stocktake. Note: any lines that only have a discrepancy in the batch or expiry date will not appear in an inventory adjustment but the changes will be made and logged.     - if the **Reference** value of the stocktake ends in ''/3'' then inventory adjustments are created to make the stock of the lines with discrepancies match what was counted in the stocktake. Note: any lines that only have a discrepancy in the batch or expiry date will not appear in an inventory adjustment but the changes will be made and logged.
-  - If there are no differences between the batch, expiry date or number of packs that were entered for all lines and the actual batch, expiry date or number of packs of the matching stock lines in mSupply then nothing further is done and the user is shown an alert message to say that the count for this aisle/level combination is complete.+  
 +If there are no differences between the batch, expiry date or number of packs that were entered for all lines and the actual batch, expiry date or number of packs of the matching stock lines in mSupply then nothing further is done and the user is shown an alert message to say that the count for this aisle/level combination is complete. 
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 +<WRAP info center round 90%> 
 +Note that a line that has had nothing entered for it in the stocktake is counted as having a discrepancy and will appear in a further stocktake or an inventory adjustment after a stocktake has been finalised. 
 +</WRAP>
  
  
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 +===== After finalising a stocktake =====
 +After finalising a stocktake the stocktake becomes read-only but you can now print out an //In progress stock count sheet// from the **Print** button. This is what it looks like:
  
 +{{ :items:pasted:20231213-173601.png?600 }}
  
- +When you finalise the last stocktake with the same **Count reference** (as entered in the options window when creating the phased stocktake) then you will be asked if you want to print out the //Stock comparison report//, which will show you all the discrepancies recorded in all the stocktakes with the same count reference.
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  • Last modified: 2023/12/13 17:27
  • by Gary Willetts