items:item_basics:tab_reporting

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items:item_basics:tab_reporting [2020/01/14 08:05] – page title revised louitems:item_basics:tab_reporting [2021/08/19 14:52] (current) – [Deleting properties] Gary Willetts
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-==== 4.01.14. Items - Reporting tab ====+==== 4.01.15. Items - Reporting tab ====
 //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]// //Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]//
  
 +{{ :items:item_basics:pasted:20201113-015200.png?600 | Item reporting}}
 +
 +As of mSupply v4.14 there are 2 major changes to item reporting information:
 +  - If you are using Universal Codes, the ATC category, item strength and DDD value will be populated from the universal code server.
 +  - Extra properties of an item will be included in the properties list and you can add more if you wish.
  
-{{ :items:item_dtls_rept.png?500 }} 
  
 **ATC Category:** This field is intended for the ATC code. The use of ATC codes and DDD values is discussed in detail [[reports:atc_reports|here]]. **ATC Category:** This field is intended for the ATC code. The use of ATC codes and DDD values is discussed in detail [[reports:atc_reports|here]].
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 **ABC category: **This option allows you to mark items that are commonly used and then report on only those items. For Reports using this category, see [[reports:items_and_stock|Items and Stock reports]] **ABC category: **This option allows you to mark items that are commonly used and then report on only those items. For Reports using this category, see [[reports:items_and_stock|Items and Stock reports]]
 +
 +**Catalogue code:**  This field allows you to enter a different 'Catalogue' code for the item.  Items can be searched by this code if the [[preferences:general#misc_tab|Include catalogue code for item search preference]] is set
 +
 +**Item Strength: ** This value is populated from the universal code server if you are using it.
 +
 +=== Item Properties ===
 +Item properties provide a flexible way of adding your own properties (or categories) to an item. You can add an unlimited number of categories.
 +
 +<WRAP info center round 90%>
 +Properties that have been added from the Universal Code Server (see [[items:item_basics:tab_general#general|4.01.01. Items - General tab]]) cannot be edited so the **Edit** and **Delete** buttons are disabled for those.
 +</WRAP>
 +
 +== Adding properties ==
 +  * Use the **Add** button to add a new property. This window will open: {{ :items:item_basics:screenshot_2021-05-05_at_12.47.54.png?200 |}}
 +  * If this is a new property then type the property's name in the **Type** field
 +  * If it is another value for an existing property, click on the arrows to the right of the Type field to see a list of the current properties and you can select one from the list: {{ :items:item_basics:screenshot_2021-05-05_at_12.54.06.png?200 |}}
 +  * Enter the value for the property in the **Value** field
 +  * Click on the **OK** button to save your changes or **Cancel** to discard them.
 +
 +== Editing properties ==
 +  * Either double-click a property in the list or click on it to select it and click on the {{:items:item_basics:edit.png?20|}} (Edit) button.
 +  * The same window as when adding a property will open but populated with the property's name and value. Type the new name of the property or click on the arrows to the right of the //Type// field to select one from the list of current properties.
 +  * Edit the //Value// if necessary then click on the **OK** button to save your changes.
 +
 +== Deleting properties ==
 +  * Select a property from the list by clicking on it.
 +  * Click on the {{:dispensing:delete_button.png?20|}} button to delete it. You will be asked to confirm the deletion before it is actioned.
 +
 +If you are using a synchronisation system, then properties adding to items also synchronise to all other sites using mSupply desktop.
 +
 +Properties can be viewed and used on the mSupply dashboard.
 +
 +From version 4.15 properties can be used for specifying which items are included in reports.
 +
 +<WRAP info center round 90%>
 +You can create properties with the same Type value but you cannot create properties with the same Type value as properties added by the Universal code server (see the [[items:item_basics:tab_general|]] page for details on giving your item a universal code).
 +</WRAP>
  
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  • Last modified: 2020/01/14 08:05
  • by lou