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Both sides previous revision Previous revision Next revision | Previous revision | ||
items:stocktakes [2021/06/18 00:06] – [Snapshot] Mark Glover | items:stocktakes [2024/08/16 15:39] (current) – [Print sheets to do the stocktake] Gary Willetts | ||
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===== General ===== | ===== General ===== | ||
- | There are two main types of stocktakes: | + | There are three main types of stocktakes: |
* **Partial stocktake**: | * **Partial stocktake**: | ||
* **Full stocktake**: | * **Full stocktake**: | ||
+ | * **Phased stocktakes**: | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | A user can only create a stocktake or edit the lines on a stocktake if they have the appropriate permissions. See the [[admin: | ||
+ | </ | ||
+ | |||
==== Closing the store ==== | ==== Closing the store ==== | ||
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==== Confirm Customer Invoices ==== | ==== Confirm Customer Invoices ==== | ||
- | mSupply will not allow stock that is on a Customer Invoice with status of suggested (**sg**) to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items: | + | mSupply will not allow stock that is on a Customer Invoice with status of new ('' |
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
- | It is <wrap em> | + | It is <wrap em> |
This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects and customer invoices with suggested status. Please read the warning and take suitable action. | This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects and customer invoices with suggested status. Please read the warning and take suitable action. | ||
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The //Show:// filter allows you to choose which stocktakes are displayed in the list. Options are: | The //Show:// filter allows you to choose which stocktakes are displayed in the list. Options are: | ||
* **All:** shows all stocktakes in the current store with any status for all time. Could be many of them! | * **All:** shows all stocktakes in the current store with any status for all time. Could be many of them! | ||
- | * **Current: | + | * **Current: |
* **This year:** shows all stocktakes of any status that have been created in the current year. | * **This year:** shows all stocktakes of any status that have been created in the current year. | ||
* **Last year:** shows all stocktakes of any status that were created in the year before the current one. | * **Last year:** shows all stocktakes of any status that were created in the year before the current one. | ||
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**Note**: there will be an additional **Program** column in the table if you have program based master lists created (see [[items: | **Note**: there will be an additional **Program** column in the table if you have program based master lists created (see [[items: | ||
- | <WRAP center round tip 60%> | + | ==== Buttons on the Stocktake list window ==== |
- | There is little point in keeping old stocktakes with status | + | |
- | </ | + | |
+ | === New stock take === | ||
+ | A **New stock take** is the normal way that you would create a stocktake, described in more detail on the rest of this page. | ||
+ | === New blank stock take === | ||
+ | A **New blank stock take** This would be used only if you are going to use the stocktake process to add new stock, that is stock that you are sure is //not// already recorded as in your store. | ||
+ | === Delete stock take === | ||
+ | **Delete stock take** allows you to delete stocktakes that have not been processed (finalised) into inventory adjustments. | ||
+ | <WRAP center round alert 60%> | ||
+ | There is little point in keeping old stocktakes with status = " | ||
+ | </ | ||
===== Creating a new stocktake ===== | ===== Creating a new stocktake ===== | ||
After viewing the current stocktakes, click on the ** New stock take** button, and the following window will appear: | After viewing the current stocktakes, click on the ** New stock take** button, and the following window will appear: | ||
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{{ : | {{ : | ||
- | You can produce a stocktake for //all// items in your store by clicking **OK** without entering any filtering criteria. | + | You can produce a stocktake for //all// items in your store by clicking **OK** without entering any filtering criteria. |
==== Filtering the stock to be included ==== | ==== Filtering the stock to be included ==== | ||
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</ | </ | ||
+ | ==== Filtering the stock Expiry ==== | ||
+ | You can carry out a stock take based on expiry dates for your stock. This is useful to review and to remove expired stock from your inventory. | ||
+ | |||
+ | {{ : | ||
==== Filtering by location ==== | ==== Filtering by location ==== | ||
Filtering by location is an especially useful way of breaking up a large stocktake in to a series of smaller stocktakes. | Filtering by location is an especially useful way of breaking up a large stocktake in to a series of smaller stocktakes. | ||
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===== Preparing the stocktake ===== | ===== Preparing the stocktake ===== | ||
- | The stocktake list shown below, with items listed in alphabetical order is the result. | + | |
+ | The stocktake list is produced: | ||
+ | |||
+ | * Sorted alphabetically, by name | ||
+ | * Omitting | ||
At this point the status of the stocktake is **sg** (suggested i.e. it is still being worked on and has not affected stock in any way yet): | At this point the status of the stocktake is **sg** (suggested i.e. it is still being worked on and has not affected stock in any way yet): | ||
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* sg = suggested, the stocktake is still being worked on and is editable - new lines can be added or deleted and values can be edited etc. | * sg = suggested, the stocktake is still being worked on and is editable - new lines can be added or deleted and values can be edited etc. | ||
* fn = finalised, the stocktake is complete and cannot be edited (inventory adjustments have been created form it) | * fn = finalised, the stocktake is complete and cannot be edited (inventory adjustments have been created form it) | ||
+ | |||
+ | The stocktake is a list of your stock, providing you with a ' | ||
+ | |||
==== Example for a large warehouse ==== | ==== Example for a large warehouse ==== | ||
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- Click **OK** | - Click **OK** | ||
- | {{: | + | {{ : |
==== Print sheets to do the stocktake ==== | ==== Print sheets to do the stocktake ==== | ||
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* **General: | * **General: | ||
- | * //Stock take line// - prints out all the lines on the stocktake, including their quantity, with a space to write the actual counted quantity. It looks like this: {{ : | + | * //Stock take line// - prints out all the lines on the stocktake, including their quantity, with a space to write the actual counted quantity. It looks like this: {{ : |
- | * //Stock take line with space// - is the same as the one above but with no quantity and 5 lines of space under each line. Useful if you know there' | + | * //Stock take line discovered items// - prints out a sheet with all the headers but containing only blank rows. Perfect for writing down the details of new batches you discover during the stocktake. Looks like this: {{ : |
+ | * //Stock take line with space// - is the same as the //Stock take line// printout | ||
* //Stock take line wt quantity// - is the same as //Stock take line// but with no quantity. This is the one we recommend you normally use to give to the people carrying out the physical count. | * //Stock take line wt quantity// - is the same as //Stock take line// but with no quantity. This is the one we recommend you normally use to give to the people carrying out the physical count. | ||
* //Stock take line wt quantity big font// - is the same as the one above but printed in landscape with a bigger font. This is particularly helpful in warehouses with poor lighting (powercuts, etc. :-( ) | * //Stock take line wt quantity big font// - is the same as the one above but printed in landscape with a bigger font. This is particularly helpful in warehouses with poor lighting (powercuts, etc. :-( ) | ||
+ | * //Stock take lines by location// - prints the lines for each location on a separate page. | ||
* //Stock take lines with signature// - same as //Stock take line wt quantity// but the stocktake signature entered in the [[preferences: | * //Stock take lines with signature// - same as //Stock take line wt quantity// but the stocktake signature entered in the [[preferences: | ||
* //Stock variance// - this shows the items that were adjusted after the stocktake was finalised. Similar to the //Inventory adjustments// | * //Stock variance// - this shows the items that were adjusted after the stocktake was finalised. Similar to the //Inventory adjustments// | ||
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\\ | \\ | ||
\\ | \\ | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
pagestatus.status | pagestatus.status | ||
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