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items:item_basics:tab_storage [2021/04/28 12:16] – created Gary Willetts | items:item_basics:tab_storage [2023/03/07 00:07] – [Pickface section] Mark Glover | ||
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{{ : | {{ : | ||
+ | === Default section === | ||
+ | == Default shelf Location == | ||
+ | The default shelf location for this item //in this store// | ||
- | **Item code:** This is the code assigned to the item. This should be a unique code, and ideally, should not be a part of another code. For example, '' | + | == Preferred pack size == |
- | ---- | + | The Preferred pack size is the //default// pack size that will be assigned to incoming stock as it is received or when entering a purchase order. It will also be used in comparisons of quotations from suppliers to make sure the cpmarisons are for the same numbers of units. |
- | === General === | + | |
- | {{: | + | == Outer pack size == |
- | **Units:** Choose | + | The Outer pack size is the number of //preferred pack size// packs in a carton (outer pack). |
- | **Department: | + | == Volume per pack == |
- | **Category: **Provided | + | The Volume per pack is the default volume per //preferred pack size// pack. This is the volume |
- | **Interaction group: **Here you can choose the interaction group for the item - refer [[items:drug_interaction_groups|Manage drug interaction groups]]. | + | Here are some examples: |
- | **Item Flag: **The item flag field is designed for bulk editing, where you use the list view to update many items at once. You can enter or edit an individual item's flag(s) here, though it can be easier to do so using [[items: | + | ^ You enter ^ Value displayed |
- | + | ||
- | **Universal Code: **mSupply has the ability to look up and store a Universal Code for each item. Click on the select button {{: | + | |
- | + | ||
- | If you want new universal codes added to the system send an email to support@msupply.org.nz | + | |
- | + | ||
- | You can search universal codes from a web browser at https:// | + | |
- | + | ||
- | **Doses:** Enter the number of doses a single unit of this item provides. Used for vaccines and is only enterable if the **Is a vaccine** checkbox is checked. | + | |
- | + | ||
- | **Is a vaccine:** Check this if this item is a vaccine and you want mSupply to include it in the vaccine functionality (see the [[https:// | + | |
- | + | ||
- | **Hold: do not issue: ** If this box is checked, the item will not be available to be issued on invoices. It will still appear in lists, but you will get a warning if you choose it when issuing stock, and will be required to choose a different item. | + | |
- | + | ||
- | <WRAP center round important 60%> | + | |
- | Putting the Item on hold applies to //all// stock lines of the item in the **store you are currently logged into**. | + | |
- | </ | + | |
- | + | ||
- | **Issue in builds only: ** Checking this box will mean that the item cannot be issued on customer invoices. | + | |
- | + | ||
- | **Allow pack to one conversion: | + | |
- | + | ||
- | **Convert pack to one when receiving: | + | |
- | situations too. | + | |
- | + | ||
- | <WRAP center round box 60%> | + | |
- | For example: say you receive 50 x 100 boxes of paracetamol tablets, but you issue variable amounts of paracetmol tablets on invoices. If this option is checked, as you receive the stock on a supplier invoice, it will be converted to 5000 (quantity) x 1 (pack size). You will now be able to issue any quantity you like. The cost and sell price are automatically adjusted for the new pack size. | + | |
- | </ | + | |
- | + | ||
- | **Include in DHIS2 data push:** If checked then data from this item will be included in information pushed to DHIS2 via the DHIS2 interface. | + | |
- | ---- | + | |
- | === Shelf locations === | + | |
- | {{: | + | |
- | + | ||
- | **Shelf Location: ** The //default// shelf location for this item //in this store// | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | Select the location you want by double-clicking a line or by clicking once on the line and then clicking **OK** | + | |
- | + | ||
- | <WRAP center round tip 60%> | + | |
- | Each stock line can have its own shelf location, or can share a location with another stock line. | + | |
- | </ | + | |
- | + | ||
- | **Bulk Shelf Location:** Similar to shelf location but it is used to store bulk quantities of goods/ | + | |
- | + | ||
- | **Preferred pack size: ** This is the //default// pack size that will be chosen when receiving new goods or adding an item to a purchase order. It will also be used for comparison of quotations from suppliers (i.e. the //adjusted price// used when comparing quotations is the price if all quotes for the pack size defined here. | + | |
- | + | ||
- | **Restricted to** Here you can choose from a list of Location types. For example, all cool store locations could have been given a type of " | + | |
- | + | ||
- | **Volume per pack: **If you are using available volume tracking in your warehouse, then fill in the default volume for one pack of the preferred packsize of the item here. | + | |
- | + | ||
- | <WRAP center round tip 60%> | + | |
- | mSupply(r) always stores volumes as m3 (cubic metres), but you can | + | |
- | enter a volume as millilitres (mL), litres (L) also.</ | + | |
- | + | ||
- | < | + | |
- | + | ||
- | ^ You enter ^ Value displayed | + | |
| 30ml | 30ml | 0.00003 m3 | | | 30ml | 30ml | 0.00003 m3 | | ||
| 1500L | 1.5 m3 | 1.5 m3 | | | 1500L | 1.5 m3 | 1.5 m3 | | ||
- | | 600 L | 600 L | 0.6 m3 | | + | | 600 L | 600l | 0.6 m3 | |
- | | 1500 ml | 1.5 L | 0.0015 m3 | + | | 1500 ml | 1.5l | 0.0015 m3 |
- | < | + | |
- | + | ||
- | **Outer pack size: | + | |
- | + | ||
- | **Outer pack volume: ** The volume for the //default// outer pack. This may be different to an exact multiple of the volume per //default// pack you entered above, as outer packs may have their own packing. (For example, vaccine packs may come in an insulated container.) | + | |
- | **Weight per pack: **The weight of a //default// pack in kg. | + | == Outer pack volume |
- | ---- | + | |
- | === Pricing === | + | |
- | {{: | + | |
- | **Default margin: | + | |
- | **Default sell price of preferred | + | The Outer pack volume is the default volume |
- | **Price editable when issuing:** If the **Allow editing selling price on customer invoice lines** store preference is turned on (see [[other_stuff: | + | == Weight per pack == |
- | ---- | + | |
- | === Full description | + | |
- | {{: | + | |
- | This field may be used for entering | + | The Outer pack volume is the gross weight of a //preferred pack size// pack in kg. |
- | ---- | + | |
- | === VEN category === | + | |
- | {{: | + | |
- | Like all categorisations, | + | |
- | * //Not assigned// | + | |
- | * //Vital// | + | |
- | * // | + | |
- | * //Not essential// | + | |
- | You can select one of the options only and //Not assigned// will be selected for all items by default. | + | == Restricted to == |
- | <WRAP center round tip 60%> | + | The **Restricted to** is the location type that this item must be restricted |
- | Authorities, | + | |
- | </ | + | |
- | \\ | + | |
- | ---- | + | |
- | === Stock category | + | === Pickface section |
- | {{:items:item_basics: | + | Used in the pickface replenishment functionality. See the [[items:replenishments]] page for details. |
- | These categorisations are used for reporting and you can check as many as are appropriate. You don't have to check any, they are entirely optional. | + | |
- | ---- | + | == Pickface location == |
- | === Custom fields | + | The Pickface location is the location that will be used as a pickface for this item. This location will then be replenished with stock in Bulk type locations when replenishments are automatically generated by mSupply. |
- | {{: | + | == Pickface pack size == |
- | These are 7 fields available for users to store information appropriate | + | The Pickface pack size is the pack size that will be used in the Pickface location. mSupply uses this to determine how many bulk packs should be moved into the location and whether a repack needs to be automatically carried out at the same time. |
+ | == Trigger replenishments at == | ||
+ | If there are this number of packs (of //Pickface pack size//) or less in the //Pickface location//, | ||
+ | == Replenish up to == | ||
+ | This is the maximum number of packs (of //Pickface pack size//) that fit in the //Pickface location//. mSupply will try to put enough stock into the //Pickface location// to bring it up to this number of packs. It will never put more than this number of packs in the //Pickface location//. | ||
- | Field types: | + | === Bulk section === |
+ | Again, this is used in the pickface replenishment functionality. See the [[items:replenishments]] page for details. | ||
- | * Fields 1,2,3 & 6 are text fields | + | * **Bulk shelf location:** The preferred bulk location for this item. If set, this is the first location that mSupply will try to take stock from to replenish this item's pickface (defined in the // |
- | * Field 5 is a numerical field | + | * The pack size used in this preferred bulk location |
- | * Fields 4 & 7 are boolean - True/False (Yes /No) entry. | + | * Setting |
+ | * If you don't want this two-stage replenishment process simply leave the preferred bulk location empty. | ||
+ | * **Trigger replenishment at:** If there are this number of packs (of //Outer pack size//) or less in the bulk location a replenishment will be generated for it when the " | ||
+ | * **Replenish up to:** This is the maximum number of packs (of //Outer pack size//) that fit in the location. mSupply will try to put enough stock into the location to bring it up to this number of packs. It will never put more than this number of packs in the location. | ||
- | To set the names of the user fields, refer [[preferences: | ||
- | | // Previous: | + | | // Previous: |
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