items:stocktakes

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items:stocktakes [2025/12/01 09:21] – [Displaying stocktakes already performed] Mark Gloveritems:stocktakes [2026/01/16 12:45] (current) – [Adding items not in the stocktake list] Gary Willetts
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 There will be an additional **Program** column in the table if you have program based master lists created (see [[items:programs|]]) so that you can easily see if any of your stocktakes are program based. There will be an additional **Program** column in the table if you have program based master lists created (see [[items:programs|]]) so that you can easily see if any of your stocktakes are program based.
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-If you see old, 'Current' (unfinalised) stocktakes here, then this is a problem.  These stocktakes were carried out some time ago, and //not// finalised before resuming normal store operations.  This means that the associated inventory adjustments were not made.  It would likely be unhelpful to carry out the inventory adjustments.  <wrap em>It is highly recommended to delete old 'Current' stocktakes.</wrap> 
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 +===== Preparing for the stocktake =====
 +Prior to conducting anything but the most trivial partial stocktake, it is highly recommended to confirm or delete all customer invoices with status = ''sg''.
 +
 +It is also recommended to delete any 'Current' stocktakes (status = ''sg'') in case they are accidentally finalised.  If your store has fallen into significant disuse then this could be a daunting exercise. The mSupply Foundation has developed some code that deletes all customer invoices with status = ''sg'' and all 'Current' stocktakes (status = ''sg'').
 +
 +This is clearly a blunt instrument and should only be used with the greatest caution (the support team will guide you!). If you are interested in taking this risk, please contact [[support@msupply.foundation]] and reference [[https://wiki.sussol.net/doku.php/support:footrunner_library:delete_sg_nw_invoice_and_stocktake|Delete "sg" and "new" customer invoices and unfinalised stocktakes in the current store]].
 ===== 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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-Whatever filters you use, ad-hoc or non-stock items will **never** be included in a stocktake+**1.** Stock belonging to items that are invisible will always be added to a stocktake if the filter matches the item or stock. No stock can be hidden in mSupply! 
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 +**2.** Whatever filters you use, ad-hoc or non-stock items will **never** be included in a stocktake
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 +When searching for items and stock to add to a stocktake, stock that belongs to items that are invisible in the current store will always be available to be added. You will not be able to add new stock lines for items that are invisible in your store but you will be able to add existing stock for invisible items - it will show up in searches, just as though the item was visible in your store.
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 +No stock can be hidden in mSupply!
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 === Adjustment reasons === === Adjustment reasons ===
  • Last modified: 2025/12/01 09:21
  • by Mark Glover