items:item_basics:tab_stock

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items:item_basics:tab_stock [2020/05/14 11:30] Gary Willettsitems:item_basics:tab_stock [2023/07/28 01:22] (current) – [Months Cover] Mark Glover
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-==== 4.01.04. Items - Stock tab ====+==== 4.01.05. Items - Stock tab ====
 //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]// //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]//
  
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 </WRAP> </WRAP>
  
 +=== 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 use for this information, please let us know! When you click the button the button title changes to "hide zero lines", which allows you to get back to the info you really wanted.+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 stock line for which there is not stock on hand.  When you click the button the button title changes to "hide zero lines", which allows you to get back to the info you really wanted.
  
-**Splitting: **There may be occasions when you need to split your stock- e.g. if you are moving it, say, from a store to a dispensary or clinic, or when you are repacking some stock; select the line to be split, and click on the Split icon to show a window allowing you to enter the quantity to be split, the new location, and - if applicable - the new pack size.+=== Split === 
 +The **Split** button allows you to do any of:
  
-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 the pack size of the 'split' portion. 
 +  * Change the location of the 'split' portion.
  
-{{ :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, and any figure entered there takes precedence.+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 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.  <WRAP center round important 60%> 
 +If the **Default sell price ...** field is populatedmSupply will use that figure and will ignore the **Default margin** method of generating a sell price. 
 +</WRAP>
  
-**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
 {{ :items:label_example.png |}} {{ :items:label_example.png |}}
 +
 === Show related invoices === === Show related invoices ===
 {{:items:item_basics:pasted:20200113-095423.png}} {{:items:item_basics:pasted:20200113-095423.png}}
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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:item_basics:tab_stock#split|split]] one of the stock lines to have the same pack size as the other stock line, then consolidate.
 </WRAP> </WRAP>
  
 +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: {{ :items:consolidate_before.png? |}}   * Before: {{ :items:consolidate_before.png? |}}
   * After: {{ :items:consolidate_after.png? |}}   * After: {{ :items:consolidate_after.png? |}}
 +
 +=== Check ledger ===
 +{{items:item_basics:screenshot_2021-08-19_at_12.39.29.png}}
 +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's internal ledger. This button will help determine if there are any problematic lines for this item.
 +
 +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// from the menus (see the [[admin:diagnostics|]] page for details).
  
 === 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+**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 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
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 minimum quantity for naloxone. minimum quantity for naloxone.
  
-__Stock on hand:__ The total stock of this item on hand.+**Stock on hand**: The total stock of this item on hand.
  
-__Stock on order:__ The total quantity of stock of this item on order+**Stock on order**: The total quantity of stock of this item on order
 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: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:non_stock_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. +The Months of Cover is the number of months until the stock of the 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 number of months. You can choose the number (from 1 to 24) of months used to calculate this in the drop down list.
  
-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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 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 options takes precedence, and if that option is checked, then no stock may be issued, regardless of batch.+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.
 </WRAP> </WRAP>
 +
 +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:receiving_goods#manually_assigning_barcodes_to_stock_lines|14.03. Barcode scanning and receiving goods]] page.
  
 === Ledger tab === === Ledger tab ===
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 === Status tab (vaccine vial monitoring)=== === Status tab (vaccine vial monitoring)===
-A window appears with 4 columns: +For description of this tab, please see the [[cold_chain_equipment:configure#update_the_vvm_status_of_vaccines_when_you_check_them|20.01Vaccine Vial Monitoring (VVM)]] page.
-  * 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.  All vaccines requiring cold storage bear VVM label which registers cumulative heat exposure over time; the combined effects of heat and time cause the inner square of the label to darken gradually and irreversibly. A comprehensive description of VVM is available in [[http://tinyurl.com/n2mge23|WHO's pdf document accessible]] Stock lines of vaccines should have their status VVM labels regularly checked, and assigned to the relevant status; Clicking on the // New// +
-button allows the details to be recorded. +
- +
-{{ :items:vvm_status.png?250 }} +
- +
-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 ===
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 |  //  Previous:  **[[items:item_basics:tab_usage]]** | | Next: **[[items:item_basics:tab_ledger]]** //  | |  //  Previous:  **[[items:item_basics:tab_usage]]** | | Next: **[[items:item_basics:tab_ledger]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/05/14 11:30
  • by Gary Willetts