Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| items:stocktakes [2026/01/16 12:37] – [Filtering the stock to be included] Gary Willetts | items:stocktakes [2026/01/16 12:45] (current) – [Adding items not in the stocktake list] Gary Willetts | ||
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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 = '' | ||
| - | Prior to conducting anything but the most trivial partial stocktake, it is highly recommended to confirm or delete all CIs with status = '' | + | It is also recommended to delete any ' |
| + | |||
| + | This is clearly a blunt instrument and should only be used with the greatest caution | ||
| ===== 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: | ||
| Line 312: | Line 315: | ||
| </ | </ | ||
| + | <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. | ||
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| + | No stock can be hidden in mSupply! | ||
| + | </ | ||
| === Adjustment reasons === | === Adjustment reasons === | ||