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| items:stocktakes [2025/01/05 22:13] – [Confirm Customer Invoices] Mark Glover | items:stocktakes [2025/08/06 23:16] (current) – [Example for a large warehouse] Mark Glover |
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| //Before// starting a stocktake, it is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg'') - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that. | //Before// starting a stocktake, it is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg'') - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that. |
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| 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 any customer invoices with suggested (''sg'') status. Please read and heed the warning and take suitable action. |
| </WRAP> | </WRAP> |
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| <WRAP center round alert 60%> | <WRAP center round alert 60%> |
| Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined, and stock placed in to those locations!</WRAP> | Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined! Also, a stock location based stocktake will //only// include stock lines that have actually been placed in to locations ;-)</WRAP> |
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| <WRAP center round info 60%> | <WRAP center round info 60%> |
| * **<nowiki>##</nowiki>** = aisle numbers, ''01'', ''02'', ''03'', etc. | * **<nowiki>##</nowiki>** = aisle numbers, ''01'', ''02'', ''03'', etc. |
| * **<nowiki>$$</nowiki>** = bay number, ''01'', ''02'', ''03'', etc. noting that a common convention is for even numbered aisles to have only even numbered bays, and similarly, odd numbered aisles to have only odd numbered bays. | * **<nowiki>$$</nowiki>** = bay number, ''01'', ''02'', ''03'', etc. noting that a common convention is for even numbered aisles to have only even numbered bays, and similarly, odd numbered aisles to have only odd numbered bays. |
| * **<nowiki>%%</nowiki>** = shelf number, ''1A'', ''1B'', ''1C'', etc. | * **<nowiki>%%</nowiki>** = shelf 'space', ''1A'', ''1B'', ''1C'', etc. |
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| For example, ''M20.02.4E'' would be the location name for the location in the ''M''ain store room, Aisle ''20'', Bay ''02'', Shelf ''4E'' | For example, ''M20.02.4B'' would be the location name for the location in the ''M''ain store room, Aisle ''20'', Bay ''02'', Shelf ''4B'' |
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