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items:master_lists [2021/06/10 03:19] – [4.04. Item master lists] Mark Glover | items:master_lists [2023/03/23 02:19] (current) – [Removing an item from a master list when it is currently in stock] Mark Glover | ||
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{{ : | {{ : | ||
+ | {{ : | ||
== Description == | == Description == | ||
- | Enter the name of the master list here - this is the list name that everyone will see e.g. '' | + | Enter the name of the master list here - this is the list name that everyone will see e.g. '' |
== Note == | == Note == | ||
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== This master list is a patient list == | == This master list is a patient list == | ||
- | + | If checked, this tells mSupply to use the prices on this master list for any of the items on this list on prescriptions | |
- | This is only visible if the **Use program pricing** preference is turned on (see the [[preferences: | + | |
=== Buttons on the Master list window === | === Buttons on the Master list window === | ||
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The file to be imported must be tab delimited text file, which is most easily created in a spreadsheet. | The file to be imported must be tab delimited text file, which is most easily created in a spreadsheet. | ||
- | * **Item code** Must match an existing item code. If you are //not// importing imprest quantity or price, then this is the only column needed. | + | * **Item code** Must match an existing item code. |
+ | If you are //not// importing imprest quantity or price, then this is the only column needed. | ||
+ | </ | ||
* **Item name** For information purposes only and is not actually imported. | * **Item name** For information purposes only and is not actually imported. | ||
* **Imprest quantity** Optional and can be left blank. | * **Imprest quantity** Optional and can be left blank. | ||
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The //Cancel// button also takes you back to the master list screen but, obviously, does not execute the import. | The //Cancel// button also takes you back to the master list screen but, obviously, does not execute the import. | ||
+ | == Search field == | ||
+ | If you need to find a specific item in the master list you can type something in the //Search items// field just below the buttons. Only the items in the list with a name or code that contains what you typed will be shown, all others will be hidden. | ||
=== Tabs the Master list window | === Tabs the Master list window | ||
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From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required. | From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required. | ||
- | * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their association | + | * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their assignment |
* To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab. If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items: | * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab. If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items: | ||
</ | </ | ||
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== Buttons in the Item Lists section: == | == Buttons in the Item Lists section: == | ||
+ | * **Add Master list:** Click this to select a master list to add to the customer from a list of all master lists which have been created. | ||
- | + | {{ :items:names-item-masterlists.png? | |
- | * **Add Master list: **From the list of master lists which have been created, double click on the name of the desired list. | + | |
- | * **Add Local list: **This serves to cater, for example, for the situation where a patient with a rare disease requiring medicines not normally stocked, collects these medicines from the local Health Centre. In this example, a patient attending London Dispensary requires tetracosactide, | + | * **Delete |
- | + | ||
- | {{ :items:edit_customer_supplier.jpg |}} | + | |
- | + | ||
- | * **Copy from Master | + | |
- | * **Delete list: ** Two distinct functions are performed, depending on whether a Master list or a Local list is selected | + | |
- | - if applied to a Master list of which the present customer is a member, | + | |
- | - If applied to a Local list, it allows deletion of the list, but only after all the items have been removed from the list by making use of the // Delete Lines// feature. | + | |
- | * **Add item:** Once you have selected a list, this allows you to add an item to that list. | + | |
- | + | ||
- | <WRAP center round tip 60%> | + | |
- | You can only add items to a local list. If there are no buttons visible above the item list, it is because you don't have any local lists for this customer (or if you do, you haven' | + | |
- | </ | + | |
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
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* Choose whether to send to Excel(r) or your printer. | * Choose whether to send to Excel(r) or your printer. | ||
* Click **Generate** | * Click **Generate** | ||
- | == Buttons in the Items section: == | ||
- | <WRAP center round info 60%> | ||
- | These icons appear only when a local list is selected; for obvious reasons, Master lists cannot be edited here. | ||
- | </ | ||
- | |||
- | |||
- | * **Add Item** Self explanatory! Allows you to add required lines to the local list. | ||
- | * **Delete Item(s)** Lines may be deleted, either singly or, by selecting multiple lines, they may be deleted together. | ||
- | * **Save sort order** Allows you to save the list according to how you have sorted it here. | ||
== Information button == | == Information button == | ||
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This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1. | This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1. | ||
+ | |||
+ | === Removing an item from a master list when it is currently in stock === | ||
+ | There are a number of circumstances under which you will need to remove an item from a master list when it is currently in stock including: | ||
+ | * The item is being phased out and you don't want facilities to be able to order it | ||
+ | * The item should never have been on the master list and users have accidentally recorded stock of the item | ||
+ | |||
+ | In these cases, it is relatively straightforward to [[items: | ||
+ | <WRAP center round box 90%> | ||
+ | mSupply will <wrap em>not allow you to remove an item from a master list</ | ||
+ | * The item currently in stock AND | ||
+ | * The item is not on any //other// master list assigned to that store. | ||
+ | </ | ||
+ | |||
+ | |||
+ | There are two options open to you: | ||
+ | == Wait for all stock to be removed == | ||
+ | Wait for //all// stock to be removed from //all// the affected stores before you remove the item(s) from the master list. This is a particularly painful process if there are many affected stores. | ||
+ | |||
+ | == Use a temporary master list to assist with the process == | ||
+ | - Create a temporary master list with the item(s) to be removed. | ||
+ | - Assign the temporary master list to all the affected stores that still hold stock of the item(s). | ||
+ | - Remove the item from the original master list. This should now be possible as the condition above should be met. | ||
+ | - As each store removes the stock of the item(s), un-assign the temporary master list from the store. | ||
+ | - Once all stores have removed stock of the item(s), the temporary master list can be deleted. | ||
+ | |||
\\ | \\ |