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items:item_locations [2021/04/16 13:49] – [Layout tab] Gary Willetts | items:item_locations [2023/10/16 09:53] (current) – [Deleting a location] Mark Glover | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
====== 4.06. Stock locations and location types====== | ====== 4.06. Stock locations and location types====== | ||
- | |||
Keeping track of where stock is in your store is an important part of good warehouse practice. You don't want to have to go hunting through your whole store for stock, wasting time and energy when mSupply can tell you exactly where it is! | Keeping track of where stock is in your store is an important part of good warehouse practice. You don't want to have to go hunting through your whole store for stock, wasting time and energy when mSupply can tell you exactly where it is! | ||
- | Locations in mSupply are the places you store stock. Locations can have types (e.g. normal, cold, bulk...) to help you categorise them, you can define parent/ | + | Locations in mSupply are the places you store stock. Locations can have types (e.g. normal, cold, bulk...) to help you categorise them or to make sure that items are put away in the right type of location (e.g. cold or secure storage, or a particular section |
- | <WRAP important center round 90%>If you use **location types** it will help you if they are defined before the **locations** that belong to them otherwise they won't be available to select when defining a location - and you'll have to go back later and edit the locations. What a waste of time! So this section explains location types first and goes on to explain about locations.</ | + | <WRAP important center round 90%>If you use **location types** it will help you if they are defined before the **locations** that belong to them otherwise they won't be available to select when defining a location - and you'll have to go back later and edit the locations. What a waste of time! So this section explains location types first and then goes on to explain about locations.</ |
===== Location types ===== | ===== Location types ===== | ||
Location types give you the ability to categorise your locations. | Location types give you the ability to categorise your locations. | ||
- | They can be used for reporting on a group of locations, but also to restrict the locations that can be used for a particular item. | + | |
- | For setting | + | They can be used for reporting on a group of locations, but also to restrict the locations that can be used for a particular item. |
+ | |||
+ | If you want to restrict items to being put away in locations with a certain type, you need to assign items the matching | ||
Choose// Item > Show location types// to define or show a list of available location types. | Choose// Item > Show location types// to define or show a list of available location types. | ||
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To view the locations you have defined choose //Item > Show locations// and you will see a list of location codes and descriptions: | To view the locations you have defined choose //Item > Show locations// and you will see a list of location codes and descriptions: | ||
- | {{ :items:search_locations.png |}} | + | {{ :items:pasted: |
From this window you can view, edit and remove locations and their details - this is the ' | From this window you can view, edit and remove locations and their details - this is the ' | ||
- | **New location | + | **New location |
- | **Print | + | **Print |
- | + | ||
- | **Show warehouse icon:** Click this to see a graphical representation of your warehouse. This representation shows all the layouts of the individual locations that you have created in the layout tab when adding a location (see ' | + | |
**Search location:** Enter some text in the text field and the list is updated as you type to show only the locations whose code or description starts with the text you have entered. | **Search location:** Enter some text in the text field and the list is updated as you type to show only the locations whose code or description starts with the text you have entered. | ||
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{{ : | {{ : | ||
- | **Code:** This is how you refer to the location in mSupply and, for example, what you will select when you set an item's location. | + | **Code:** This is how you refer to the location in mSupply and, for example, what you will select when you set an item's location. Any non-printable characters entered before or after the code will be removed. Any entered in the code (including spaces) will be replaced with an underscore ('' |
- | **Description: | + | **Description: |
=== General tab === | === General tab === | ||
Under this tab, you enter the location' | Under this tab, you enter the location' | ||
- | **Location Type:** Select one from the location types you have already entered, see [[items: | + | == Location Type == |
- | * Each item can have a // | + | |
- | * You can set the location | + | Select one from the location types you have already entered |
- | {{ : | + | * Each item can have a // |
- | In a [[other_stuff: | + | * See the details about allocating items to particular |
+ | <WRAP center round important 60%> | ||
+ | In a [[other_stuff: | ||
</ | </ | ||
- | **Parent:** Select one from the locations already entered in mSupply. This is the location to which the location you are adding belongs. This is for descriptive purposes and does not have any functional effect in mSupply, except when viewing the warehouse layout. | ||
- | **Summary: | + | == Replenishment location type == |
+ | If you are using the pickface replenishment functionality, | ||
- | **Comment: | + | For details about what these settings mean and how to use the replenishment functionality, please see the [[items: |
- | **Total volume:** The total volume of goods that you can store at the location. Volumes are stored in cubic metres [m< | + | == Parent == |
+ | Select one from the locations already entered in mSupply form the drop down list. This is the location to which the location you are adding belongs. You cannot set the current location' | ||
+ | |||
+ | This is for descriptive purposes and does not have any functional effect in mSupply at the moment (it was used when viewing the warehouse layout but this is currently disabled awaiting upgraded functionality). | ||
+ | |||
+ | == Summary == | ||
+ | |||
+ | Checking this means that the location is a summary location only and cannot be used for storing items. This is normally checked for all locations that are parents of others. | ||
+ | |||
+ | == Comment == | ||
+ | |||
+ | You can note anything you need to remember or indicate to others in here. It is only visible if you view the location' | ||
+ | |||
+ | == Total volume | ||
+ | |||
+ | The total volume of goods that you can store at the location. Volumes are stored in cubic metres [m< | ||
Knowing the volume of a location is important if, for example, you are replenishing your stock of vaccines, and you need to know if there is enough space available in the refrigerator in which you store vaccines to accommodate a new order (obviously, you would also need to know the volume of the vaccines that you are ordering). | Knowing the volume of a location is important if, for example, you are replenishing your stock of vaccines, and you need to know if there is enough space available in the refrigerator in which you store vaccines to accommodate a new order (obviously, you would also need to know the volume of the vaccines that you are ordering). | ||
- | **Priority:** The Location priorities are used for two different purposes: | + | == Priority |
+ | |||
+ | The Location priorities are used for two different purposes: | ||
* When printing a picking slip: | * When printing a picking slip: | ||
* By default a picking slip is printed with the lines ordered according to the alphabetical order of shelf locations. | * By default a picking slip is printed with the lines ordered according to the alphabetical order of shelf locations. | ||
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* If multiple locations have the same priority number, then mSupply will suggest them in alphabetical order of location name. | * If multiple locations have the same priority number, then mSupply will suggest them in alphabetical order of location name. | ||
<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | + | When locations | |
- | When location | + | |
</ | </ | ||
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- | **Hold:** If this is checked then goods in this location cannot be selected for issue to customers. Goods can be moved in to, and out of, the location but they cannot be issued from that location.< | + | == Hold == |
+ | |||
+ | If this is checked then goods in this location cannot be selected for issue to customers. Goods can be moved in to, and out of, the location but they cannot be issued from that location. | ||
+ | |||
+ | <WRAP center round tip 90%> | ||
Putting a location on hold can be useful if: | Putting a location on hold can be useful if: | ||
* The stock needs to be kept from being issued until some inspection / approval (e.g. quarantine or under bond). | * The stock needs to be kept from being issued until some inspection / approval (e.g. quarantine or under bond). | ||
* The stock is a bulk quantity with the same expiry date as another stock line in another location from which you want stock issued. | * The stock is a bulk quantity with the same expiry date as another stock line in another location from which you want stock issued. | ||
</ | </ | ||
+ | |||
+ | == Asset this location is part of == | ||
+ | |||
+ | If this location is part of an asset that is recorded in mSupply you can connect the location to that asset here. Type the first few characters of the asset' | ||
+ | |||
+ | When you have selected the asset by double-clicking on it, its description will appear in the field and its code (if it has one) will appear just underneath (Note: if only one asset matches what you typed, it will be selected for you and the fields appropriately populated): | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This would be a very useful thing to do for cold chain equipment, for example, so that you can link temperature variations to maintenance schedules and repair requirements etc. | ||
=== Layout tab === | === Layout tab === | ||
- | <WRAP important center round 90%> | + | **This tab is only of interest for those of you with older versions of mSupply! This tab has been removed in more recent versions because its functionality wasn't particularly helpful. Look out for Open mSupply coming soon, which is planned to have expanded functionality in this area.** |
- | This tab is only of interest for those of you with older versions of mSupply! This tab has been removed in more recent versions because its functionality wasn't particularly helpful. Look out for Open mSupply coming soon, which is planned to have expanded functionality in this area. | + | |
- | </ | + | |
Under this tab you can create a graphical plan view of the location in your store. This is useful for helping people to quickly locate any given location and presenting a graphical layout of your whole store. Locations are drawn as either rectangles (for which you enter the top left coordinate and the lengths of the 2 sides) or polygons (for which you enter a number of sequential coordinates which are connected with straight lines). Here's what the various input items mean for a rectangle, the rest we'll show you by the way of an example: | Under this tab you can create a graphical plan view of the location in your store. This is useful for helping people to quickly locate any given location and presenting a graphical layout of your whole store. Locations are drawn as either rectangles (for which you enter the top left coordinate and the lengths of the 2 sides) or polygons (for which you enter a number of sequential coordinates which are connected with straight lines). Here's what the various input items mean for a rectangle, the rest we'll show you by the way of an example: | ||
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To delete location you select //Item > Show locations// to view the list of locations, double click on the location you want to delete (as if you wanted to view all its details) and then click on the //Delete// button at the bottom of the window. If you confirm the deletion, the location is removed. | To delete location you select //Item > Show locations// to view the list of locations, double click on the location you want to delete (as if you wanted to view all its details) and then click on the //Delete// button at the bottom of the window. If you confirm the deletion, the location is removed. | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | You can not delete a location that has had stock in it. You can achieve the desired result by merging the location that you want to delete with any other location - refer [[items: | ||
+ | </ | ||
+ | |||
===== Merging two locations ===== | ===== Merging two locations ===== | ||
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In the window displayed enter the location to keep, and then the location to merge. When you have checked that the information is correct, click the //OK// button. | In the window displayed enter the location to keep, and then the location to merge. When you have checked that the information is correct, click the //OK// button. | ||
+ | |||
+ | ===== Managing stock in locations ===== | ||
+ | |||
+ | mSupply allows stock in locations to be managed according to the //volume// of stock in those locations provided that: | ||
+ | * [[items: | ||
+ | * //All// stock has volumes assigned to it. Volumes can be assigned: | ||
+ | * [[purchasing: | ||
+ | * [[receiving_goods: | ||
+ | * [[receiving_goods: | ||
+ | * At any other time by [[items: | ||
+ | |||
+ | Whenever stock is being allocated to a location, mSupply allows the user to identify those locations that are either completely empty, or where there is volume available for the selected stock line: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The **Show empty** radio button is selected here. This is appropriate when trying to find a location for a whole pallet of stock, as pallets can only go in empty locations. | ||
+ | |||
+ | The **Show available** radio button shows locations that have enough spare capacity to take the volume of the line we are allocating. | ||
+ | |||
\\ | \\ | ||
\\ | \\ |