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Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
items:item_basics:tab_stock [2021/04/28 13:13] – Gary Willetts | items:item_basics:tab_stock [2023/05/12 16:00] – [Status tab (vaccine vial monitoring)] Gary Willetts | ||
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Line 10: | Line 10: | ||
</ | </ | ||
+ | === 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 | ||
- | In the example shown, 2 packs of 1,000 Erythromycin tablets are being transferred to a new location, and the `outer' of 1,000 ( actually 10 x100 shrink wrapped together) is being opened to yield 10 individual packs of 100. | + | * Split a single stock line into two stock lines. |
+ | * Change | ||
+ | * Change the location | ||
- | {{ :items:split_batch.png?300 }} | + | A split creates a repack transaction underneath (see the [[items:repacking]] page for details) and we recommend you use this function rather than doing a repack. The details of the split function are covered on their own page, [[items:splitting_a_stock_line]]. |
+ | === Update sell prices === | ||
- | **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, | + | The **Update sell prices** |
+ | If the **Default sell price ...** field is populated, mSupply will use that figure | ||
+ | </ | ||
- | **Labels:** Clicking this button will print shelf labels for the highlighted stock line(s). The shelf label includes the location, the item name and code, and the batch and expiry. | + | === Labels === |
+ | |||
+ | Clicking the **Labels** button will print shelf labels for the highlighted stock line(s). The shelf label includes the location, the item name and code, and the batch and expiry. | ||
Here's a (bad) example | Here's a (bad) example | ||
{{ : | {{ : | ||
+ | |||
=== Show related invoices === | === Show related invoices === | ||
{{: | {{: | ||
Line 38: | Line 48: | ||
<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 | ||
Line 54: | Line 65: | ||
* 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 === | ||
- | **Stock** | + | == Stock == |
- | __Minimum | + | **Minimum |
you do not need to enter a quantity here for mSupply(r)' | you do not need to enter a quantity here for mSupply(r)' | ||
to work. In fact, it is better in most cases to leave this number set to | to work. In fact, it is better in most cases to leave this number set to | ||
Line 69: | Line 91: | ||
minimum quantity for naloxone. | minimum quantity for naloxone. | ||
- | __Stock | + | **Stock |
- | __Stock | + | **Stock |
from suppliers | from suppliers | ||
- | **Non-stock items** | + | == Non-stock items == |
If this is a non-stock item, you can check this check box. If there is one, you can specify the default customer for the item, otherwise leave this box blank. For more on this topic see section [[items: | If this is a non-stock item, you can check this check box. If there is one, you can specify the default customer for the item, otherwise leave this box blank. For more on this topic see section [[items: | ||
- | **Months Cover** | + | == Months Cover == |
You can use this calculator to estimate the time left until the stock of this item runs out. The values which appear estimating the time it takes to use the stock on hand (and on order) are calculated from the average usage of the last few months. You can choose the number (from 1 to 24) of months used to calculate this in the drop down list. | You can use this calculator to estimate the time left until the stock of this item runs out. The values which appear estimating the time it takes to use the stock on hand (and on order) are calculated from the average usage of the last few months. You can choose the number (from 1 to 24) of months used to calculate this in the drop down list. | ||
Line 100: | Line 123: | ||
== Hold checkbox == | == 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. | + | 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 **Item details > General** tab takes precedence. | + | The // Hold: do not issue // option in the **Item details > General** tab takes precedence. |
</ | </ | ||
+ | |||
+ | 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: | ||
=== Ledger tab === | === Ledger tab === | ||
Line 115: | Line 140: | ||
=== Status tab (vaccine vial monitoring)=== | === Status tab (vaccine vial monitoring)=== | ||
- | A window appears with 4 columns: | + | For a description |
- | * Date | + | |
- | * VVM status | + | |
- | * Entered by | + | |
- | * Comment | + | |
- | There are two buttons: | + | |
- | * New | + | |
- | * Delete. | + | |
- | This has been specifically designed to use the Vaccine Vial Monitoring (VVM) feature. | + | |
- | button allows the details to be recorded. | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | Should a stock line of vaccines have the status 3 (or 4), the Hold checkbox | + | |
- | under the **General** tab should be checked. | + | |
=== Reference documents tab === | === Reference documents tab === |