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items:stocktakes [2021/10/15 14:32] – [Print sheets to do the stocktake] Gary Willetts | 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%> | <WRAP center round important 60%> | ||
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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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</ | </ | ||
+ | ==== 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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- 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 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 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 but with no quantity and 5 lines of space under each line. Useful if you know there' | * //Stock take line with space// - is the same as the //Stock take line// printout but with no quantity and 5 lines of space under each line. Useful if you know there' | ||
* //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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