Differences
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Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
items:item_basics:tab_stock [2020/05/14 11:29] – [Stock lines > Reference documents tab] Gary Willetts | items:item_basics:tab_stock [2021/12/20 23:15] – [Consolidate] Mark Glover | ||
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- | ==== 4.01.04. Items - Stock tab ==== | + | ==== 4.01.05. Items - Stock tab ==== |
//Back to [[items: | //Back to [[items: | ||
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</ | </ | ||
+ | === Show zero lines === | ||
- | **Show zero lines:** This button will show all the lines that are still in your data file, but which have no stock on hand. If you can think of a use for this information, | + | The **Show zero lines** button will show all the lines that are still in your data file, but which have no stock on hand. This is very useful if you are trying to find out what happened with a stock line for which there is not stock on hand. |
- | **Splitting: | + | === Split === |
+ | |||
+ | The **Split** button allows | ||
+ | |||
+ | * Split a single | ||
+ | * Change the pack size of the ' | ||
+ | * Change the location of the ' | ||
+ | |||
+ | Usage: | ||
+ | |||
+ | - Select | ||
+ | - Click on the **Split** button | ||
+ | - Enter the | ||
+ | * Quantity (number of packs) of the current stock line to be split - this can be the same as the total number of packs, i.e. all of the stock, in which case the ' | ||
+ | * The new location - this can be the same as the current location. | ||
+ | * The new pack size - this can be the same as the current | ||
In the example shown, 2 packs of 1,000 Erythromycin tablets are being transferred to a new location, and the `outer' | In the example shown, 2 packs of 1,000 Erythromycin tablets are being transferred to a new location, and the `outer' | ||
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{{ : | {{ : | ||
- | **Update sell prices: **Clicking on this icon will update the selling prices of the highlighted line(s). mSupply(r) will use the figure entered in the **Default sell price of preferred packsize** field in the **General** tab, which must show the updated price before this will take effect. If you make use of the **Default margin** field, and you update this figure, then Supply(r) will calculate the updated sell price using it. Note that mSupply(r) looks first in the** Default sell price ...** field, and any figure entered there takes precedence. | + | === Update sell prices |
- | **Labels:** Clicking | + | The **Update sell prices** button will update the selling prices of the highlighted line(s). mSupply(r) will update the sell price for the selected stock line(s) with the figure entered in the **Default sell price of preferred packsize** field in the **General** tab, which must show the updated price before |
+ | If the **Default sell price ...** field is populated, mSupply will use that figure and will ignore the **Default margin** method of generating a sell price. | ||
+ | </ | ||
+ | |||
+ | === Labels === | ||
+ | |||
+ | Clicking the **Labels** | ||
Here's a (bad) example | Here's a (bad) example | ||
{{ : | {{ : | ||
+ | |||
=== Show related invoices === | === Show related invoices === | ||
{{: | {{: | ||
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<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | If 2 stock lines you want to consolidate are at different locations, edit one of the stock lines to move it to the location of the other stock line, then consolidate. This reflects what you would have had to do physically anyhow! | + | * If 2 stock lines you want to consolidate are at different locations, edit one of the stock lines to move it to the location of the other stock line, then consolidate. This reflects what you would have had to do physically anyhow! |
+ | * If 2 stock lines are of different pack size, [[items: | ||
</ | </ | ||
+ | Usage: | ||
- Hold down the control key (command on Mac) | - Hold down the control key (command on Mac) | ||
- Click on the two lines you want to consolidate | - Click on the two lines you want to consolidate | ||
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* Before: {{ : | * Before: {{ : | ||
* After: {{ : | * After: {{ : | ||
+ | |||
+ | === Check ledger === | ||
+ | {{items: | ||
+ | Click on this to check that the current stock balance for all stock lines is the sum of all in and out transactions. | ||
+ | |||
+ | Exceptional conditions (e.g. sudden, unexpected shutdown of computer) can sometimes cause there to be a discrepancy which can lead to the appearance of too much or too little stock when compared to mSupply' | ||
+ | |||
+ | If there are any lines with ledger issues they will be highlighted for you - please get in touch with Sustainable Solutions to fix the problem. | ||
+ | |||
+ | The same check can be made for all items by choosing //Special > Diagnostics// | ||
=== Other information on the stock details page === | === Other information on the stock details page === | ||
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If you would like to know how much stock to order so that you have enough for the next few months, enter the number of months you would like stock for. After entering or changing any or all of these values, click **Calculate** to see the results. | If you would like to know how much stock to order so that you have enough for the next few months, enter the number of months you would like stock for. After entering or changing any or all of these values, click **Calculate** to see the results. | ||
+ | |||
+ | |||
==== Editing a stock line or viewing more stock line details ==== | ==== Editing a stock line or viewing more stock line details ==== | ||
To edit the cost price and selling price for an item line, double-click | To edit the cost price and selling price for an item line, double-click | ||
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{{ : | {{ : | ||
- | === Stock lines > General tab === | + | === General tab === |
This tab shows the details of a stock line.It also gives you total and | This tab shows the details of a stock line.It also gives you total and | ||
available quantity of that stock line. | available quantity of that stock line. | ||
- | **Hold checkbox:** To hold a stock line, check the // Hold// check-box. Once an stock line is held, it cannot be issued. It will still appear in the available stock window, but held stock lines will have a check box in the hold column, and if a user attempts to issue from the stock line they will be informed that the stock line is on hold. | + | == Hold checkbox |
+ | To hold a stock line, check the //Hold// check-box. Once an stock line is held, it cannot be issued. It will still appear in the available stock window, but held stock lines will have a check box in the hold column, and if a user attempts to issue from the stock line they will be informed that the stock line is on hold. | ||
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
- | The // Hold: do not issue // option in the General | + | The // Hold: do not issue // option in the **Item details > General** tab takes precedence. If that option is checked, then no stock of the item may be issued, regardless of the stock line's //Hold// checkbox setting. |
</ | </ | ||
+ | Please note: if you are using barcode scanning then there will be an additional **Barcode** drop down list below the **Supplier** field. For details on its use, see the [[barcode_scanning: | ||
- | === Stock lines > Ledger tab === | + | === Ledger tab === |
This tab shows a list of transactions (supplier and customer invoices, inventory adjustments etc.) for the item | This tab shows a list of transactions (supplier and customer invoices, inventory adjustments etc.) for the item | ||
being viewed. You can use this window to see a list of customers who have been supplied with this particular item: | being viewed. You can use this window to see a list of customers who have been supplied with this particular item: | ||
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The //In/Out// column tells you whether the transaction on that line brought stock in to, or took stock out of, mSupply. | The //In/Out// column tells you whether the transaction on that line brought stock in to, or took stock out of, mSupply. | ||
- | === Stock lines > Status tab (vaccine vial monitoring)=== | ||
+ | === Status tab (vaccine vial monitoring)=== | ||
A window appears with 4 columns: | A window appears with 4 columns: | ||
* Date | * Date | ||
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=== Reference documents tab === | === Reference documents tab === | ||
- | |||
{{ : | {{ : | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||