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Both sides previous revision Previous revision Next revision | Previous revision | ||
items:item_basics:tab_stock [2021/12/20 22:52] – [4.01.05. Items - Stock tab] Mark Glover | items:item_basics:tab_stock [2024/09/06 14:59] (current) – [Stock] Gary Willetts | ||
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{{ : | {{ : | ||
- | The "Stock" window | + | The //Stock// tab shows the lines of stock for this item together with the stock on hand. mSupply(r) will calculate how many days this stock will last, based on your usage over a number of months - you can specify how many months. |
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
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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. 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. When you click the button the button title changes to "hide zero lines", | + | 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. When you click the button the button title changes to "hide zero lines", |
- | **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 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 === | ||
- | **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. | + | 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 | ||
{{ : | {{ : | ||
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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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=== Other information on the stock details page === | === Other information on the stock details page === | ||
- | **Stock** | + | == Stock == |
- | + | **Minimum stock**: The minimum stock you wish to keep on hand. Note that | |
- | + | you do not need to enter a quantity here for mSupply' | |
- | __Minimum stock:__ The minimum stock you wish to keep on hand. Note that | + | |
- | you do not need to enter a quantity here for mSupply(r)'s ordering system | + | |
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 | ||
zero. This field should only be filled in if you absolutely must keep a | zero. This field should only be filled in if you absolutely must keep a | ||
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minimum quantity for naloxone. | minimum quantity for naloxone. | ||
- | __Stock on hand:__ The total stock of this item on hand. | + | **Maximum stock**: The maximum |
- | __Stock | + | **Stock on hand**: The total stock of this item on hand. |
+ | |||
+ | **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 Months of Cover is the number of months |
- | You can also exclude stock that will expire soon. Enter a number of months and any stock that expires before your chosen time frame will be excluded from the calculation. | + | You can also exclude stock that will expire soon. Enter a number of months and any stock that expires before your chosen time frame will be excluded from the calculation. |
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. | ||
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=== 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 == | == 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 // |
<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. |
</ | </ | ||
+ | |||
+ | == Quan per inner == | ||
+ | This field contains the number of packs that are in an inner pack or carton i.e. the number of primary packs that are in a secondary pack. It is editable. | ||
+ | |||
+ | == Inners per outer == | ||
+ | This field contains the number of inner packs (cartons) that are in an outer pack (usually a pallet) i.e. the number of secondary packs that are in a tertiary pack. It is editable. | ||
+ | |||
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: | 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: | ||
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=== 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 === |