Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
items:item_basics:tab_general [2021/05/04 13:39] – [Shelf locations] Gary Willetts | items:item_basics:tab_general [2023/04/05 14:25] (current) – Gary Willetts | ||
---|---|---|---|
Line 3: | Line 3: | ||
<WRAP center round tip 60%> | <WRAP center round tip 60%> | ||
- | **What are those lock icons? | + | **What are those lock icons? |
{{ : | {{ : | ||
- | **Item name: ** This is the name by which mSupply will refer to the item. | + | == Item name == |
+ | |||
+ | This is the name by which mSupply will refer to the item. | ||
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
* You should avoid changing the name of an item to that of another item. If you have accidentally created two copies of the same item, these should be merged - refer [[items: | * You should avoid changing the name of an item to that of another item. If you have accidentally created two copies of the same item, these should be merged - refer [[items: | ||
* Historical records will still record the original name, but future invoices and invoices in process will pick up the new name when you add or edit an invoice line. | * Historical records will still record the original name, but future invoices and invoices in process will pick up the new name when you add or edit an invoice line. | ||
+ | * Any non-printable characters entered before or after the name will be removed. Any entered in the name will be replaced with an underscore ('' | ||
</ | </ | ||
- | **Item code:** This is the code assigned to the item. This should be a unique code, and ideally, should not be a part of another code. For example, '' | + | == Item code == |
+ | |||
+ | This is the code assigned to the item. This should be a unique code, and ideally, should not be a part of another code. For example, '' | ||
+ | |||
+ | == Store == | ||
- | **Store: **The store which you are using is displayed here. For mSupply systems that are only using a single store, this field is not relevant. For users managing more than one store, the desired store may be selected from the drop down menu. For users having access to all stores, and wishing to work with the cumulative data from them all, one of the options displayed will be "'' | + | The store which you are using is displayed here. For mSupply systems that are only using a single store, this field is not relevant. For users managing more than one store, the desired store may be selected from the drop down menu. For users having access to all stores, and wishing to work with the cumulative data from them all, one of the options displayed will be "'' |
---- | ---- | ||
=== General === | === General === | ||
- | {{: | + | {{ : |
- | **Units:** Choose the unit you use for this item. It is useful to distinguish items you issue by pack (eg eye drops) from items you issue by volume (eg oral liquids) | + | == Units == |
- | **Department: | + | Choose the unit you use for this item. It is useful |
- | **Category: **Provided that you have defined item categories, the appropriate category should be selected using the drop down list which displays your defined categories - refer [[items: | + | == Department == |
- | **Interaction group: **Here you can choose | + | You can assign each item to a department by choosing from the list of departments here. To set up departments, |
- | **Item Flag: **The item flag field is designed for bulk editing, where you use the list view to update many items at once. You can enter or edit an individual item's flag(s) here, though it can be easier to do so using [[items: | + | == Category == |
- | **Universal Code: **mSupply has the ability to look up and store a Universal Code for each item. Click on the select button {{: | + | Provided that you have defined item categories, the appropriate category should be selected using the drop down list which displays your defined categories - refer [[items: |
+ | |||
+ | == Interaction group == | ||
+ | |||
+ | Here you can choose the interaction group for the item - refer [[items: | ||
+ | |||
+ | == Item Flag == | ||
+ | |||
+ | The item flag field is designed for bulk editing, where you use the list view to update many items at once. You can enter or edit an individual item's flag(s) here, though it can be easier to do so using [[items: | ||
+ | |||
+ | == Universal Code == | ||
+ | |||
+ | mSupply has the ability to look up and store a Universal Code for each item. Click on the select button {{: | ||
{{ : | {{ : | ||
Line 38: | Line 57: | ||
The search is automatically made on the first 3 characters of the item's name and the results shown in the list. If you see the matching item, double-click on it to select that universal code. If you don't see the correct item in the list, change the search term in the //Quick search// field and click on the {{: | The search is automatically made on the first 3 characters of the item's name and the results shown in the list. If you see the matching item, double-click on it to select that universal code. If you don't see the correct item in the list, change the search term in the //Quick search// field and click on the {{: | ||
- | When you select a universal code the ATC category, item strength, DDD value and other item properties will also be populated from the universal code server. You can see them on the Reporting tab - see the [[items: | + | When you select a universal code the ATC category, item strength, DDD value, interactions with other medicines |
Make sure you carefully select the correct item from the list when using this feature. | Make sure you carefully select the correct item from the list when using this feature. | ||
Line 46: | Line 65: | ||
You can also search for universal codes manually from a web browser at https:// | You can also search for universal codes manually from a web browser at https:// | ||
- | **Doses:** Enter the number of doses a single unit of this item provides. Used for vaccines and is only enterable if the **Is a vaccine** checkbox is checked. | + | == Doses == |
- | **Is a vaccine:** Check this if this item is a vaccine and you want mSupply to include it in the vaccine functionality (see the [[https:// | + | Enter the number of doses a single unit of this item provides. Used for vaccines and is only enterable if the **Is a vaccine** checkbox is checked. |
- | **Hold: do not issue: ** If this box is checked, the item will not be available to be issued on invoices. It will still appear in lists, but you will get a warning if you choose it when issuing stock, and will be required to choose a different item. | + | == Is a vaccine == |
+ | |||
+ | Check this if this item is a vaccine and you want mSupply to include it in the vaccine functionality (including in mSupply mobile; see the [[https:// | ||
+ | |||
+ | == Hold: do not issue == | ||
+ | |||
+ | If this box is checked, the item will not be available to be issued on invoices. It will still appear in lists, but you will get a warning if you choose it when issuing stock, and will be required to choose a different item. | ||
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
Line 56: | Line 81: | ||
</ | </ | ||
- | **Issue in builds only: ** Checking this box will mean that the item cannot be issued on customer invoices. | + | == Issue in builds only == |
+ | |||
+ | Checking this box will mean that the item cannot be issued on customer invoices. | ||
+ | |||
+ | == Allow pack to one conversion == | ||
+ | |||
+ | Checking this box allows stock of the item to be repacked to "'' | ||
- | **Allow | + | == Convert |
- | **Convert pack to one when receiving: | + | If this box is checked, when you receive items the pack size will automatically be converted to "'' |
situations too. | situations too. | ||
Line 67: | Line 98: | ||
</ | </ | ||
- | **Include in DHIS2 data push:** If checked then data from this item will be included in information pushed to DHIS2 via the DHIS2 interface. | + | == Include in DHIS2 data push == |
+ | |||
+ | If checked then data from this item will be included in information pushed to DHIS2 via the DHIS2 interface. | ||
---- | ---- | ||
=== Pricing === | === Pricing === | ||
{{: | {{: | ||
- | **Default margin:** This is the margin that will be applied to this item on supplier invoices to calculate the selling price. Note that if a supplier margin is also set, there is a setting in the **Preferences > Invoices 1** that determines which margin will be used. Note also that if a default selling price is set, this price will take priority and be used rather than the margin. | + | == Default margin |
- | **Default sell price of preferred pack size:** Only enter a price here if you want a fixed selling price for this item. Enter the price for one unit (eg 1 capsule or 1 gm). A price entered here will override any margins you have specified for either | + | This is the margin that will be applied to this item on supplier invoices to calculate the selling |
- | **Price editable when issuing:** If the **Allow editing selling price on customer invoice lines** store preference is turned on (see [[other_stuff: | + | == Default sell price of preferred pack size == |
+ | |||
+ | Only enter a price here if you want a fixed selling price for this item. Enter the price for one preferred pack. A price entered here will override any margins you have specified for either the supplier or the item. | ||
+ | |||
+ | == Price editable when issuing | ||
+ | |||
+ | If the **Allow editing selling price on customer invoice lines** store preference is turned on (see [[other_stuff: | ||
---- | ---- | ||
=== Full description === | === Full description === | ||
Line 82: | Line 121: | ||
This field may be used for entering a fuller description of the item should the item name alone be insufficient. | This field may be used for entering a fuller description of the item should the item name alone be insufficient. | ||
+ | |||
+ | === Product specifications === | ||
+ | Enter any specifications for the item that would be important in a tender. Anything entered in here will be included in a tender and automatically uploaded to the Health Supply Hub. | ||
---- | ---- | ||
+ | |||
=== VEN category === | === VEN category === | ||
{{: | {{: | ||
- | Like all categorisations, | + | Like all categorisations, |
- | * //Not assigned// | + | * **Not assigned** |
- | * //Vital// | + | * **Vital** |
- | * //Essential// | + | * **Essential** |
- | * //Not essential// | + | * **Not essential** (or **Necessary** - see below) |
- | You can select | + | Each item can be assigned only one of these VEN categories. |
- | <WRAP center round tip 60%> | + | <WRAP center round important |
- | Authorities, | + | |
+ | * In the past, there was a greater tendency towards **N** = **Necessary**. | ||
+ | * There is an increasing trend towards **N** = **Not essential**. | ||
+ | * As of mSupply v5.04, you can choose which is used in your data in the preferences - see [[preferences: | ||
+ | * For all pre-existing installations, **N** = **Necessary** unless you change it. | ||
+ | * For all new implementations after v5.04, **N** = **Not essential**. | ||
</ | </ | ||
\\ | \\ |