issuing_goods:stock_control_methods

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issuing_goods:stock_control_methods [2025/08/02 08:44] – [Stock supply philosophy] 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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 ===== 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> 
  
 <WRAP center round info 60%> <WRAP center round info 60%>
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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. 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.
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    * **Days to supply** has been set to 30    * **Days to supply** has been set to 30
  
 +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}}
  
-As figures are entered, mSupply re-calculates **Our suggested quantity**.  Once all the figures have been entered, **Our suggested quantity** should be compared with **Customer requested** and the **Actual quantity given** column should be updated accordingly.  This si a good place to take into account pack sizes, ensuring that actual quantities match exact multiples of the pack size.+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]]. 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]].
  • Last modified: 2025/08/02 08:44
  • by Mark Glover