items:stocktakes

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items:stocktakes [2026/01/16 12:37] – [Filtering the stock to be included] Gary Willettsitems:stocktakes [2026/02/16 16:03] (current) – [Filtering the stock to be included] Gary Willetts
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 ====== 4.17. Stocktakes ====== ====== 4.17. Stocktakes ======
-<wrap info>Updated: Version 4.10</wrap> 
  
 ===== General ===== ===== General =====
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 ===== Preparing for the stocktake ===== ===== 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''.
  
-Prior to conducting anything but the most trivial partial stocktake, it is highly recommended to confirm or delete all CIs 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 'Footrunner' code that deletes all CIs with status = ''sg'' and all 'Current' stocktakes (status = ''sg'').  This is clearly a blunt instrument and should only be used with the greatest caution.  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 invoice and unfinalised stocktakes in current store]].+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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 <WRAP center round important 60%> <WRAP center round important 60%>
-**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!+**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!**
  
 **2.** Whatever filters you use, ad-hoc or non-stock items will **never** be included in a stocktake **2.** Whatever filters you use, ad-hoc or non-stock items will **never** be included in a stocktake
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 </WRAP> </WRAP>
  
 +<WRAP center round important 60%>
 +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.
 +
 +No stock can be hidden in mSupply!
 +</WRAP>
  
 === Adjustment reasons === === Adjustment reasons ===
  • Last modified: 2026/01/16 12:37
  • by Gary Willetts