issuing_goods:stock_control_methods

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issuing_goods:stock_control_methods [2025/08/01 11:09] – [The Hide Internal Column Checkbox] Mark Gloverissuing_goods:stock_control_methods [2025/08/03 22:16] (current) – [Defining the list of items to be included in the re-supply] Mark Glover
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   * If the customer //is// an mSupply store but is not being operated correctly (issuance is not being recorded), then the customer's SOH and AMC for each item are likely unrealistic.  In these cases, you can still process any [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisitions]], but be <wrap em>extremely cautious</wrap> about the customer's SOH and AMC values.  If they have not submitted an internal order to create the [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisition]], then it is generally appropriate to use one of the more basic requisition types:  [[issuing_goods:stock_control_methods#new_customer_requisition|New customer requisition]], ([[issuing_goods:stock_control_methods#imprest_method|The imprest method]] or [[issuing_goods:stock_control_methods#stock_history_method|The stock history method]]).   * If the customer //is// an mSupply store but is not being operated correctly (issuance is not being recorded), then the customer's SOH and AMC for each item are likely unrealistic.  In these cases, you can still process any [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisitions]], but be <wrap em>extremely cautious</wrap> about the customer's SOH and AMC values.  If they have not submitted an internal order to create the [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisition]], then it is generally appropriate to use one of the more basic requisition types:  [[issuing_goods:stock_control_methods#new_customer_requisition|New customer requisition]], ([[issuing_goods:stock_control_methods#imprest_method|The imprest method]] or [[issuing_goods:stock_control_methods#stock_history_method|The stock history method]]).
 </WRAP> </WRAP>
 +
 +<WRAP center round important 60%>
 +Pack sizes for all requisitions are 1 (one)
 +</WRAP>
 +
  
  
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 ===== Defining the list of items to be included in the re-supply ===== ===== Defining the list of items to be included in the re-supply =====
-The lists of items that a customer can receive can be dfined by master lists.+The lists of items that a customer can receive can be defined by master lists.
  
 See the [[items:master_lists|]] page for information on managing master lists and see the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section for how to assign a master list to a customer. See the [[items:master_lists|]] page for information on managing master lists and see the [[items:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section for how to assign a master list to a customer.
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     * The customer may have received stock from another source, resulting in **Customer received stock** being greater than **They received from us**.     * The customer may have received stock from another source, resulting in **Customer received stock** being greater than **They received from us**.
   * **Comment** Space for a comment   * **Comment** Space for a comment
-<WRAP center round important 60%> 
  
-The **Customer Previous balance** and **Customer Received stock** numbers entered here will override the **Their Previous Stock on hand** and **They received from us** numbers recorded in mSupply when calculating the suggested quantities.+<WRAP center round info 60%> 
 +If the customer is a store within the mSupply system then mSupply will populate **Customer Current Stock on hand** with mSupply's record of the customer's Stock on Hand.  You can then compare what the customer has recorded in their copy of mSupply's with what the customer is now telling you ;-).
 </WRAP> </WRAP>
  
-If the customer is a store within the mSupply system then mSupply shows you mSupply's record of the customer's Stock on Hand, and usage (total over the period and daily).  You can then compare what the customer has recorded in mSupply's with what the customer is now telling you ;-).  
  
 === The Hide Internal Column Checkbox === === The Hide Internal Column Checkbox ===
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 {{ :issuing_goods:new_stock_take_history_requistion_less_columns-2025-07-23-18-05-14.png?600 | }}  {{ :issuing_goods:new_stock_take_history_requistion_less_columns-2025-07-23-18-05-14.png?600 | }} 
- 
-Further column info :  
-  * **Our Suggested Quantity** mSupply will calculate this according to the usage stated by the customer. 
-  * **Customer Requested** This is the amount that the customer would like. 
-  * **Actual quantity given** This is what we have decided to supply bearing in mind our own stock level.  
-  * **Customer quantity used** The number of stock used in between orders. Again this value is calculated using the stock status provided by the customer.   
  
 The **Our SOH** column is the stock on hand in our own store, while figures in all subsequent columns are the customer's data. The **Our SOH** column is the stock on hand in our own store, while figures in all subsequent columns are the customer's data.
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 Be careful, **Days to supply** is //not// just the order cycle.  It needs to //include// provision for lead time, and buffer stock as well - refer [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculate required stock quantity]] for the theory.  So, if: Be careful, **Days to supply** is //not// just the order cycle.  It needs to //include// provision for lead time, and buffer stock as well - refer [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculate required stock quantity]] for the theory.  So, if:
   * Order cycle = 60 days (~two months)   * Order cycle = 60 days (~two months)
-  * Lead time = 15 days+  * Lead time = 30 days
   * Buffer stock = 2 x Order cycle = 120 days   * Buffer stock = 2 x Order cycle = 120 days
  
-Then the **Days to supply** = 60 + 15 + 120 = **__195 days__**+Then the **Days to supply** = 60 + 30 + 120 = **__210 days__** 
 + 
 +Sounds like a lot?  Don't worry, when calculating the suggested order quantity, mSupply will deduct from this the number of day's worth of stock that your customer already has in stock.
  
 </WRAP> </WRAP>
  
-You will see in our example that+You will see in the example above that
    * 13 days have passed since the last stocktake    * 13 days have passed since the last stocktake
-   * As figures are entered, mSupply calculates a suggested quantity to order, and this appears in the //Suggested quan// column. These suggested quantities should be reviewed, and any adjustment entered in the //Actual quan// column to reflect, for example, pack sizes and to ensure that actual quantities match exact multiples of the pack size. +   * **Days to supply** has been set to 30
  
-All that remains is to make adjustments in the //Actual quantities// column. This includes the pack sizes.+As figures are entered, mSupply re-calculates **Our suggested quantity** and *Actual quantity given**.  Once all the figures have been entered, **Our suggested quantity** can be compared with **Customer requested**.
  
 +Initially, **Our suggested quantity** and *Actual quantity given** are calculated on the basis of the customer provided values for **Customer Previous balance** and **Customer Received stock**.  The **Their Previous Stock on hand** and **They received from us** values will be ignored.  However, you can choose to use to revert to the mSupply suggested quantities by:
 +  * Select all lines to be reverted
 +  * Click on the **Revert to suggested quan** button.\\ {{.:pasted:20250802-094703.png}}
 +You can choose to use to revert to the customer requested quantities by:
 +  * Select all lines to be reverted
 +  * Click on the **Revert to customer request** button.\\ {{.:pasted:20250802-094856.png}}
  
-Once you are satisfied, the // Confirm// box (bottom left corner) should be checked, the // Create customer invoice// button should be clicked, and you will proceed to [[#creating_the_customer_invoice|creating the customer invoice]], which is the same for all requisition types.+Ultimately, the **Actual quantity given** column should be updated taking into account pack sizes, ensuring that actual quantities match exact multiples of the pack size.
  
 +Once you are satisfied, the **Confirm** check box (bottom left corner) should be checked, the **Create customer invoice** button should be clicked, and you will proceed to [[#creating_the_customer_invoice|creating the customer invoice]].
 === Printing forms === === Printing forms ===
  
  • Last modified: 2025/08/01 11:09
  • by Mark Glover