items:item_basics:tab_storage

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items:item_basics:tab_storage [2021/04/28 12:16] – created Gary Willettsitems:item_basics:tab_storage [2025/12/31 13:41] (current) – [Bulk shelf location] Gary Willetts
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 {{ :items:item_basics:screenshot_2021-04-28_at_13.12.27.png?600 |}} {{ :items:item_basics:screenshot_2021-04-28_at_13.12.27.png?600 |}}
  
 +=== Default section ===
 +== Default shelf Location ==
  
 +The default shelf location for this item //in this store//.  When you receive items into stock, they will be given the shelf location you enter here by default. You can always override it if you wish. Enter the first few characters of the location's code, then press the //Tab// key and select the location from the list displayed. If only one location code matches your entry it will be filled in automatically without having to select it from a list.
  
-**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, ''1034'' is unique, but is a part of ''1034a'', and so these two codes should ideally not coexist in an mSupply system.+== Preferred pack size ==
  
----- +The Preferred pack size is the //default// pack size that will be assigned to incoming stock as it is received or when entering a purchase order. It will also be used in comparisons of quotations from suppliers to make sure the cpmarisons are for the same numbers of units.
-=== General ===+
  
-{{:items:item_basics:screenshot_2021-04-28_at_12.34.52.png?250|}}+== Outer pack size ==
  
-**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)+The Outer pack size is the number of //preferred pack size// packs in a carton (outer pack). **Not** the number of units in a carton.
  
-**Department:** You can assign each item to a department by choosing from the list of departments here. To set up departments, refer [[items:department_management|Managing Item Access...]].+== Volume per pack ==
  
-**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:item_categories|Item categories]].+The Volume per pack is the default volume per //preferred pack size// pack. This is the volume that will be used by default when receiving goods. We recommend you divide a carton volume by the number of //preferred pack size// packs in a carton to get this figure. mSupply always stores volumes in m3 (cubic metres), but you can enter a volume as millilitres (ml) or litres (l) by entering the appropriate abbreviation after the number representing the volume. e.g. enter "0.5l" to enter a volume of 0.5 litres (= 0.0005m3).
  
-**Interaction group: **Here you can choose the interaction group for the item - refer [[items:drug_interaction_groups|Manage drug interaction groups]].+Here are some examples:
  
-**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:item_basics#the_items_list_view|The list view]]. +^ You enter  ^ Value displayed  ^ mSupply stores  ^ 
- +
-**Universal Code: **mSupply has the ability to look up and store a Universal Code for each item.  Click on the select button {{:items:selectucbutton.jpg}}to look up a universal code.  mSupply will look up matches based on the first three letters of the item name. Ensure you carefully select the correct item from the list when using this feature. +
- +
-If you want new universal codes added to the system send an email to support@msupply.org.nz +
- +
-You can search universal codes from a web browser at https://universalcodes.msupply.org.nz/ +
- +
-**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. +
- +
-**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://docs.msupply.foundation/en:mobile:user_guide:vaccine_dispensing|mobile vaccine dispensing]] page for details). When checked, a default value of 1 is entered in the **Doses** field. +
- +
-**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%> +
-Putting the Item on hold applies to //all// stock lines of the item in the **store you are currently logged into**.  If you wish to hold selected stock lines only, you should do that by editing the individual stock lines using [[items:showing_batches|Show items with stock]]. +
-</WRAP> +
- +
-**Issue in builds only: ** Checking this box will mean that the item cannot be issued on customer invoices.  This is useful in situations like where an item which by law can not be sold in an unprocessed state, but is used to 'build' (refer [[items:manufactured_items|Building (Manufacturing) Items]]) another item which is legal for distribution.  +
- +
-**Allow pack to one conversion:**  Checking this box allows stock of the item to be repacked to "''1''". +
- +
-**Convert pack to one when receiving:** If this box is checked, when you receive items the pack size will automatically be converted to "''1''".  This is primarily for use in dispensary mode, but may be useful in other +
-situations too. +
- +
-<WRAP center round box 60%> +
-For example: say you receive 50 x 100 boxes of paracetamol tablets, but you issue variable amounts of paracetmol tablets on invoices. If this option is checked, as you receive the stock on a supplier invoice, it will be converted to 5000 (quantity) x 1 (pack size). You will now be able to issue any quantity you like. The cost and sell price are automatically adjusted for the new pack size. +
-</WRAP> +
- +
-**Include in DHIS2 data push:** If checked then data from this item will be included in information pushed to DHIS2 via the DHIS2 interface. +
----- +
-=== Shelf locations === +
-{{:items:item_basics:pasted:20200113-093139.png}} +
- +
-**Shelf Location: ** The //default// shelf location for this item //in this store//.  When you receive items into stock, they will be given the shelf location you enter here unless a different location is chosen.  Type as much of the location (ie the first few characters) or code as you know, then press the // Tab// key. If only one location code matches your entry it will be filled in automatically, otherwise you will be shown a standard choice list like this: +
- +
-{{  :items:loc_list.png?350  }} +
- +
-Select the location you want by double-clicking a line or by clicking once on the line and then clicking **OK** +
- +
-<WRAP center round tip 60%> +
-Each stock line can have its own shelf location, or can share a location with another stock line. +
-</WRAP> +
- +
-**Bulk Shelf Location:** Similar to shelf location but it is used to store bulk quantities of goods/items. You can enter a code here in the same manner as for the Shelf Location. +
- +
-**Preferred pack size: ** This is the //default// pack size that will be chosen when receiving new goods or adding an item to a purchase order. It will also be used for comparison of quotations from suppliers (i.e. the //adjusted price// used when comparing quotations is the price if all quotes for the pack size defined here. +
- +
-**Restricted to** Here you can choose from a list of Location types. For example, all cool store locations could have been given a type of "cool" and then if the item you are editing should be kept in a cool store, choose that type here, and you will only be able to receive that item into a cool store location. +
- +
-**Volume per pack: **If you are using available volume tracking in your warehouse, then fill in the default volume for one pack of the preferred packsize of the item here. +
- +
-<WRAP center round tip 60%> +
-mSupply(r) always stores volumes as m3 (cubic metres), but you can +
-enter a volume as millilitres (mL), litres (L) also.</WRAP> +
- +
-<HTML><div align="center"></HTML> +
- +
-^ You enter  ^ Value displayed  ^ mSupply(r) stores  ^ +
 | 30ml       | 30ml             | 0.00003 m3      |  | 30ml       | 30ml             | 0.00003 m3      | 
 | 1500L      | 1.5 m3           | 1.5 m3          |  | 1500L      | 1.5 m3           | 1.5 m3          | 
-| 600 L      | 600 L            | 0.6 m3          |  +| 600 L      | 600l            | 0.6 m3          |  
-| 1500 ml    | 1.5 L            | 0.0015 m3       |  +| 1500 ml    | 1.5l            | 0.0015 m3       |  
-<HTML></div></HTML>+ 
 +== Outer pack volume ==
  
-**Outer pack size:**  The number of //default// packs per //default// outer pack+The Outer pack volume is the default volume of an //Outer pack size// pack of this item.
  
-**Outer pack volume: **  The volume for the //default// outer pack. This may be different to an exact multiple of the volume per //default// pack you entered above, as outer packs may have their own packing. (For example, vaccine packs may come in an insulated container.)+== Weight per pack ==
  
-**Weight per pack: **The weight of a //default// pack in kg. +The Outer pack volume is the gross weight of a //preferred pack size// pack in kg.
----- +
-=== Pricing === +
-{{:items:item_basics:pasted:20200113-093256.png}}\\ +
-**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 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 the supplier or the item.+== Restricted to ==
  
-**Price editable when issuing:** If the **Allow editing selling price on customer invoice lines** store preference is turned on (see [[other_stuff:virtual_stores#preferences_tab|Virtual store preferences]]) and this checkbox is checked, when adding a line of this item to a customer invoice, an additional **Sell price** field will be available for the user to enter the sell price for that line of the customer invoice (see [[issuing_goods:issuing_goods_customer_invoice#issuing_from_a_single_line|Issuing goods (customer invoices)]] for details).  +The **Restricted to** is the location type that this item must be restricted to. You can from a list of all active Location types. When something is selected here, all stock of this item that is received must be put in a location which is of the same location type. For example, all cool store locations could have been given a type of "cool" and then if the item you are editing should be kept in a cool store, choose that type here, and you will only be able to receive that item into a cool store location.
----- +
-=== Full description === +
-{{:items:item_basics:pasted:20200113-093418.png}}+
  
-This field may be used for entering a fuller description of the item should the item name alone be insufficient. +=== Pickface section === 
----- +Used in the pickface replenishment functionality. See the [[items:replenishments]] page for details. These settings are all store specific so need to be set for each store separately. 
-=== VEN category === +== Pickface location ==
-{{:items:item_basics:pasted:20200113-093437.png}}\\ +
-Like all categorisations, this one is used for reporting. VEN category options available are: +
-  * //Not assigned//  +
-  * //Vital// +
-  * //Essential// +
-  * //Not essential//+
  
-You can select one of the options only and //Not assigned// will be selected for all items by default.+The Pickface location is the location that will be used as a pickface for this item. This location will then be replenished with stock in Bulk type locations when replenishments are automatically generated by mSupply. You can only select locations that have their **Replenishment location type** set to //Pickface//. This is set in a location's details window, see the [[items:item_locations#replenishment_location_type|4.06. Stock locations and location types]] page for details. 
 +== Pickface pack size ==
  
-<WRAP center round tip 60%> +The Pickface pack size is the pack size that will be used in the Pickface location. mSupply uses this to determine how many bulk packs should be moved into the location and whether a repack needs to be automatically carried out at the same time. 
-Authorities, including the WHO, are inconsistent on whether **N** should stand for **Necessary** or **Not essential**.  It makes no difference to mSupply, but if you want this changed in your installation of mSupply, talk to Sustainable Solutions +== Trigger replenishments at == 
-</WRAP> +If there are this number of packs (of //Pickface pack size//) or less in the //Pickface location//,  a replenishment will be generated for it when the "generate replenishments" function is run. 
-\\  +== Replenish up to == 
-----+This is the maximum number of packs (of //Pickface pack size//) that fit in the //Pickface location//. mSupply will try to put enough stock into the //Pickface location// to bring it up to this number of packs. It will never put more than this number of packs in the //Pickface location//.
  
-=== Stock category === +=== Bulk section === 
-{{:items:item_basics:pasted:20200113-093500.png}}\\ +Again, this is used in the pickface replenishment functionality. See the [[items:replenishments]] page for details.
-These categorisations are used for reporting and you can check as many as are appropriate. You don't have to check any, they are entirely optional.+
  
-----+== Bulk shelf location ==
  
-=== Custom fields === +The preferred bulk location for this item. If set, this is the first location that mSupply will try to take stock from to replenish this item's pickface (defined in the //Pickface// section described above). When running the automatic replenishment process, mSupply will work out the replenishment of the pickface first and then the replenishment for the preferred bulk location. 
-{{:items:item_basics:pasted:20200113-093519.png}}\\+  * The pack size used in this preferred bulk location is the //Outer pack size// entered in the //Default// section. 
 +  * Setting a preferred bulk location turns it into a two stage replenishment process; first, bulk stock is moved from the preferred bulk location into the pickface and second, stock is moved into the preferred bulk location from bulk stock. There might be a repack involved with the pickface replenishment but there will never be a repack with the preferred bulk location replenishment. 
 +  * If you don't want this two-stage replenishment process simply leave the preferred bulk location empty.
  
-These are 7 fields available for users to store information appropriate to their operation.  These fields may be queried when performing a search or producing a custom report.  Their default names are **user_field_1, user_field_2,** etc.., but these labels may easily be edited to more descriptive ones as required..  +You can only select locations that have their **Replenishment location type** set to //Bulk// in this field. This is set in a location's details window, see the [[items:item_locations#replenishment_location_type|4.06. Stock locations and location types]] page for details. 
 +== Trigger replenishment at ==
  
-Field types:+If there are this number of packs (of //Outer pack size//) or less in the bulk location a replenishment will be generated for it when the "generate replenishments" function is run. 
 +== Replenish up to ==
  
-  * Fields 1,2,3 & 6 are text fields +This is the maximum number of packs (of //Outer pack size//) that fit in the location. mSupply will try to put enough stock into the location to bring it up to this number of packs. It will never put more than this number of packs in the location.
-  * Field 5 is a numerical field +
-  * Fields 4 & 7 are boolean - True/False (Yes /No) entry.+
  
-To set the names of the user fields, refer [[preferences:general#misc_preferences|General Preferences, Miscellaneous tab]]. 
  
-|  //  Previous:  **[[items:item_basics]]** | | Next: **[[items:item_basics:tab_misc]]** //  |+|  //  Previous:  **[[items:item_basics:tab_general]]** | | Next: **[[items:item_basics:tab_misc]]** //  |
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  • Last modified: 2021/04/28 12:16
  • by Gary Willetts