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| issuing_goods:stock_control_methods [2025/08/02 09:03] – [The Hide Internal Column Checkbox] Mark Glover | issuing_goods:stock_control_methods [2026/01/05 10:57] (current) – [Stock supply philosophy] Gary Willetts |
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| * [[issuing_goods:stock_control_methods#imprest_method|The imprest method]] is common in hospitals where the customer can provide the current Stock on Hand (SoH) and there is a long and relatively stable track record of item consumption, from which 'Imprest values' have been calculated manually, outside of mSupply. | * [[issuing_goods:stock_control_methods#imprest_method|The imprest method]] is common in hospitals where the customer can provide the current Stock on Hand (SoH) and there is a long and relatively stable track record of item consumption, from which 'Imprest values' have been calculated manually, outside of mSupply. |
| * [[issuing_goods:stock_control_methods#stock_history_method|The stock history method]] is similar to the imprest method, but lets mSupply calculate the 'imprest values' automatically. | * [[issuing_goods:stock_control_methods#stock_history_method|The stock history method]] is similar to the imprest method, but lets mSupply calculate the 'imprest values' automatically. |
| * [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisitions]] is more accurate method for cases where the customer's SOH and AMC for each item are known. This should be the case if the customer is an mSupply store. | * [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisitions]] is a more accurate method for cases where the customer's SOH and AMC for each item are known. This should be the case if the customer is an mSupply store. |
| * [[clients:cotedivoire:requisitions|Full Entry of Request & Requisition Forms by the Supplying Facility]] is an enhancement to the standard response requisition method. This feature was developed for Côte d'Ivoire but can be activated for any country on request. | * [[clients:cotedivoire:requisitions|Full Entry of Request & Requisition Forms by the Supplying Facility]] is an enhancement to the standard response requisition method. This feature was developed for Côte d'Ivoire but can be activated for any country on request. |
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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. |
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| 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. |
| * 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%> | |
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| 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> | |
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| <WRAP center round info 60%> | <WRAP center round info 60%> |
| * **Days to supply** has been set to 30 | * **Days to supply** has been set to 30 |
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| | 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**. |
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| | 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}} |
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| 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. |
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| 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]]. |