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faq:tipsandtricks [2021/06/21 04:12] – Mark Glover | faq:tipsandtricks [2023/03/23 01:35] (current) – [Changing an item's name and pack size] Mark Glover | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
- | ====== | + | ====== |
===== 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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- 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' | - Click once on the value in the 'Enter Quantity' | ||
- | - Type '' | + | - Type '' |
- Click on **Create Inventory adjustments** | - Click on **Create Inventory adjustments** | ||
- Import new stock as described in [[import_and_export: | - Import new stock as described in [[import_and_export: | ||
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- | This works fine until your Malaria Programme team have advise | + | This works fine until your Malaria Programme team have advised |
**Rapid Diagnostic Test (RDT) for Malaria** with a default pack size of **25**. | **Rapid Diagnostic Test (RDT) for Malaria** with a default pack size of **25**. | ||
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<WRAP center round important 60%> | <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. | * 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. | ||
- | * After a change, such as this, all historic issuance / AMC records will be 25 time //less// than future issuance AMC records | + | |
+ | | ||
</ | </ | ||
- | ==== Changing the name and pack size: ==== | + | ==== Changing the item ==== |
+ | If the item is currently described as: | ||
{{: | {{: | ||
+ | |||
+ | ... with a pack size of **1**. | ||
+ | |||
+ | <WRAP center round tip 60%> | ||
+ | In this example, the Item code = 732401. | ||
+ | </ | ||
+ | |||
+ | |||
+ | Edit the item (you will need [[admin: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | On the Storage tab, replace the **Preferred pack size** of '' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Click **OK** | ||
+ | |||
+ | ==== Carry out stock takes and inventory adjustments ==== | ||
+ | |||
+ | Create a New stock take for Item code starts with '' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | This reveals that there are **58** packs in the store with pack size = **1**: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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** | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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 '' | ||
+ | - 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. | ||
+ | |||
+ | {{: | ||
+ | |||
\\ | \\ | ||
\\ | \\ | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
pagestatus.status | pagestatus.status | ||
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