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| other_stuff:virtual_stores [2025/08/10 05:53] – [Deleting a store] Mark Glover | other_stuff:virtual_stores [2025/08/12 11:34] (current) – [Preferences tab] Mark Glover |
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| | ^ Preference ^ Description ^ |
| ^ Sort available batches by VVM status rather than Expiry | When issuing stock, this will sort the list of available batches by vaccine status first, then by expiry date rather than by expiry date first (e.g. [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|8.01. Issuing goods to a customer (customer invoices)]]).| | ^ Sort available batches by VVM status rather than Expiry | When issuing stock, this will sort the list of available batches by vaccine status first, then by expiry date rather than by expiry date first (e.g. [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|8.01. Issuing goods to a customer (customer invoices)]]).| |
| ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. | | ^ Patients created in other stores not visible in this store| If this is checked, patients that are created in other stores across all sites will not be visible in this store. If it is **off**, all patients from all stores from all sites will be visible to this store. It is set to true by default when a store is created. **USE CAUTION:** Turning this **OFF** for many stores does not scale well and can overload the sync system. See the [[dispensing:patients#store_visibility_tab|10.03. Patients]] page for more details. | |
| ^ Show item unit column when issuing| If checked, when goods are issued on a customer invoice or prescription, an Item unit column is included in the window used for selecting items to add. | | ^ Show item unit column when issuing| If checked, when goods are issued on a customer invoice or prescription, an Item unit column is included in the window used for selecting items to add. | |
| ^ Log transaction edit | | | ^ Log transaction edit | | |
| ^ Set pack to one for all visible items in this store| | | ^ Set pack to one for all visible items in this store| This controls the two Item preferences [[items:item_basics:tab_general#allow_pack_to_one_conversion|Allow pack to one conversion]] and [[items:item_basics:tab_general#convert_pack_to_one_when_receiving|Convert pack to one when receiving]] for //ALL// items visible in //this// store.| |
| ^ Use remote authorisation for response requisitions | Turns on remote authorisation for response requisitions. See [[other_stuff:remote_authorisation]] for details.| | ^ Use remote authorisation for response requisitions | Turns on remote authorisation for response requisitions. See [[other_stuff:remote_authorisation]] for details.| |
| ^ Include requisitions from this store in suppliers' remote authorisation processes | If checked then requisitions from this store will appear in the requisition approval processes of the suppying store. See [[other_stuff:remote_authorisation]] for details.| | ^ Include requisitions from this store in suppliers' remote authorisation processes | If checked then requisitions from this store will appear in the requisition approval processes of the suppying store. See [[other_stuff:remote_authorisation]] for details.| |
| == Threshold for overstock == | == Threshold for overstock == |
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| The minimum months of stock an item must have to be considered as overstocked. i.e. in danger of expiring on the shelf before it is used. An alert is triggered for an item if the total quantity in stock (including all batches) divided by the average monthly consumption of the item (calculated using the last 12 months' usage in the current store) is greater than or equal to this threshold number. The default is 6 months.<WRAP center round tip> | The months of stock of an item for it to be considered as overstocked. In most real-life situations, the volume of storage available is limited and the Threshold for overstock can assist in managing storage space by preventing space being unnecessarily occupied. An alert is triggered for an item if the total quantity in stock (including all stock lines) divided by the AMC of the item (calculated using the last 12 months' usage in the current store) is greater than or equal to this threshold number. The default is 6 months.<WRAP center round tip> |
| This value should be set no lower than the maximum amount of stock that you would expect to regularly have in stock. Based on the formula developed in [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculating the required stock quantity]], this would be <wrap em>Ordering cycle + (months of) buffer stock</wrap>. The default value of 6 is suitable for a store with a 2-monthly order cycle. For a central store with an annual order cycle, then this figure should be set to <wrap em>36</wrap> | Clearly, the Threshold for overstock must be more than the [[other_stuff:virtual_stores#threshold_for_understock|Threshold for understock]]. The default Threshold for overstock value of 6 may be suitable for a store with a 1-monthly order cycle. For a central store with an annual order cycle, then this figure should probably be set to <wrap em>no less than 36</wrap> |
| </WRAP> | </WRAP> |
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| == Threshold for understock == | == Threshold for understock == |
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| Also called <wrap em>Buffer stock</wrap>, this is the number of months of stock that an item must have less of, to be considered understocked i.e. in danger of not having enough to meet demand. An alert is triggered for an item is the total quantity in stock(including all batches) divided by the average monthly consumption of the item (calculated using the last 12 months' usage in the current store) is less than or equal to this threshold number. The default is 3 months.<WRAP center round tip> | Also called <wrap em>Buffer stock</wrap>, this is the number of months of stock that an item must have less of, to be considered understocked i.e. in danger of not having enough to meet demand. An alert is triggered for an item is the total quantity in stock (including all stock lines) divided by the AMC of the item (calculated using the last 12 months' usage in the current store) is less than or equal to this threshold number. The default is 3 months.<WRAP center round tip> |
| This alert should only be triggered when your stock levels fall below your buffer stock levels. Based on the formula developed in [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculating the required stock quantity]], <wrap em>Buffer stock (months) = 2 x Ordering cycle</wrap>. The default value of 3 is suitable for a store with a 6-weekly order cycle. For a central store with an annual order cycle, then this figure should be set to <wrap em>24</wrap>. That is a lot of space for a national store with several thousand items :-/ | This alert should only be triggered when your stock levels fall below your buffer stock levels. Based on the formula developed in [[purchasing:ordering_from_suppliers#calculate_required_stock_quantity|Calculating the required stock quantity]], <wrap em>Buffer stock (months) = 2 x Ordering cycle</wrap>. The default value of 3 is suitable for a store with a monthly order cycle. For a central store with an annual order cycle, then this figure should be set to <wrap em>24</wrap>. That is a lot of space for a national store with several thousand items :-/ |
| </WRAP> | </WRAP> |
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| </WRAP> | </WRAP> |
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| ==== Merging a store ==== | ==== Merging stores ==== |
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| Circumstances change, and you may find yourself in a position where you want to merge two stores. The main benefit of doing this instead of just [[other_stuff:virtual_stores#disable_this_store|disabling]] one of them, is to combine the historic transaction records of both stores into the combined store so that you don't lose some of the transactions. | Circumstances change, and you may find yourself in a position where you want to merge two stores. The main benefit of doing this instead of just [[other_stuff:virtual_stores#disable_this_store|disabling]] one of them, is to combine the historic transaction records of both stores into the combined store so that you don't lose some of the transactions. |