items:stocktakes

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items:stocktakes [2021/10/15 14:33] – [Print sheets to do the stocktake] Gary Willettsitems:stocktakes [2023/12/12 14:51] (current) – [Some points to note:] Gary Willetts
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 ===== General ===== ===== General =====
-There are two main types of stocktakes:+There are three main types of stocktakes:
  
   * **Partial stocktake**:  A partial stocktake means counting only a part of your stock. This may be a good way of splitting up counting all your stock, part of a system for counting all your stock in sections over a longer period of time or carrying out smaller periodic checks.  You may select the stock to go in a stocktake by different locations, stock groups, types of items etc.   * **Partial stocktake**:  A partial stocktake means counting only a part of your stock. This may be a good way of splitting up counting all your stock, part of a system for counting all your stock in sections over a longer period of time or carrying out smaller periodic checks.  You may select the stock to go in a stocktake by different locations, stock groups, types of items etc.
   * **Full stocktake**:  All items are counted at one time.   * **Full stocktake**:  All items are counted at one time.
 +  * **Phased stocktakes**: Items are counted in phases. See the full details on the [[items:phased_stocktakes]] page.
  
 <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:stocktakes#create_inventory_adjustments|Creating inventory adjustments]].+mSupply will not allow stock that is on a Customer Invoice with status of new (''nw'') or suggested (''sg'') to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items:stocktakes#create_inventory_adjustments|Creating inventory adjustments]].
 <WRAP center round important 60%> <WRAP center round important 60%>
  
-It is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer cnvoices with a status of suggested (**sg**) //before// doing a stocktake - 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.+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'') //before// doing a stocktake - 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.
  
 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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 </WRAP> </WRAP>
  
 +==== 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.
 +
 +{{ :items:stock_take-2023-04-19-t18-07.png?400 |}}
 ==== 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.  This also allows different teams to undertake different smaller stocktakes simultaneously. Filtering by location is an especially useful way of breaking up a large stocktake in to a series of smaller stocktakes.  This also allows different teams to undertake different smaller stocktakes simultaneously.
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   - Click **OK**   - Click **OK**
  
-{{:items:pasted:20200902-010822.png}}+{{ :items:pasted:20200902-010822.png?400 |}}
  
 ==== Print sheets to do the stocktake ==== ==== Print sheets to do the stocktake ====
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-|  //  Previous:  **[[items:splitting_a_stock_line]]** | | Next: **[[items:inventory_adjustments]]** //  |+|  //  Previous:  **[[items:splitting_a_stock_line]]** | | Next: **[[items:phased_stocktakes]]** //  |
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  • Last modified: 2021/10/15 14:33
  • by Gary Willetts