items:master_lists

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items:master_lists [2024/10/16 15:57] – [Add item] Gary Willettsitems:master_lists [2026/02/16 12:51] (current) – [Procedure - item visibility] Gary Willetts
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 {{ :items:item_mstr_list.png?300 }} {{ :items:item_mstr_list.png?300 }}
  
-If the list oif master lists is long, you can tyoe something in the //Search master lists// field and the list will only show master lists that contain what you have typed.+If the list of master lists is long, you can type something in the //Search master lists// field and the list will only show master lists that contain what you have typed.
  
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 == Is default price list == == Is default price list ==
-If checked then tells mSupply to use the unit prices set on this master list as the unit sell price for those items instead of other prices.+If checked then tells mSupply to use the unit prices set on this master list as the unit sell price for those items instead of other prices. This price will be applied ot prescriptions as well as customer invoices.
 === Buttons on the Master list window === === Buttons on the Master list window ===
  
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 The master list is copied to the clipboard when this button is clicked so that you can paste it into other applications on your computer e.g. a word processor or spreadsheet application. The master list is copied to the clipboard when this button is clicked so that you can paste it into other applications on your computer e.g. a word processor or spreadsheet application.
  
-== Update prices to 12 month average == +== Update price using monthly average == 
- +Also only visible if the **Use program pricing** preference is turned on (see the [[preferences:invoices#use_program_pricing|15.03. Invoice preferences]] page for details). When you click this button, mSupply calculates a weighted average price for each item from all the cost prices on all supplier invoice lines that were confirmed in the number of months previous to the current day for each item shown in the text box below the button (defaults to 12). That calculated price is then shown for each item in the //Price// column. When you click on the **OK** or **OK & Next** buttons these prices will be saved on the master list, if you click on the **Cancel** button the prices will revert to what they were before. mSupply will create a log record when the function is run so that you have a record of the old and new prices - see the [[admin:the_log|]] page for details on viewing the logs.
-Also only visible if the **Use program pricing** preference is turned on (see the [[preferences:invoices#use_program_pricing|15.03. Invoice preferences]] page for details). When you click this button, mSupply calculates a weighted average price for each item from all the cost prices on all supplier invoice lines that were confirmed in the 12 months previous to the current day for each item. That calculated price is then shown for each item in the //Price// column. When you click on the **OK** or **OK & Next** buttons these prices will be saved on the master list, if you click on the **Cancel** button the prices will revert to what they were before. mSupply will create logs when the function is run so that you have a record of the old and new prices - see the [[admin:the_log|]] page for details on viewing the logs.+
  
 == Import item list == == Import item list ==
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 == Search field == == 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. 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 on the Master list window  ===
  
 == Items == == Items ==
- 
 Shows the list of items on the master list. Shows the list of items on the master list.
  
 == In use by == == In use by ==
 +Shows which customers and stores the master list has been assigned to:
 +
 +{{ :items:pasted:20241016-161225.png?600 |}}
 +
 +The table contains a list of all the stores and facilities (non-store names) that are visible in the current store. The stores or facilities that are already using this master list have the checkbox in the //Uses this master list// column checked. The //xxx/////yyy// figures just below the table on the right hand side show how many names are currently displayed in the list (//xxx//) and how many names in total are visible in this store (//yyy//).
 +  * **To assign a master list** to a store or facility (non-store name) in the list, simply check its checkbox in the //Uses this master list// column.
 +  * **To remove a master list** from a store or facility uncheck its checkbox in the //Uses this master list// column.
 +
 +If the list of names is long there are a few things you can do to find the ones you want and quickly set or unset master lists for them:
 +  * Check or uncheck the **Store** or **Facility** checkboxes to turn on and off the display of Stores and non-store names in the list.
 +  * Type something in the //Search Names// field. The list will only show stores and facilities that contain what you type in this field.
 +  * Click the **All on** button to check all the checkboxes visible in the //Uses this master list// column.
 +  * Click the **All off** button to uncheck all the checkboxes visible in the //Uses this master list// column.
 +
 +== Tags ==
 +{{ :items:pasted:20241017-134910.png?600 |}}
 +
 +Master lists can have tags applied to them to identify them for certain configurations. The tags applied to the master list will be shown in the Tags section.
 +
 +To **add** another tag, simply click into the box inside the //Tags// area and type then name of the tag to attach. Click off the tag and the tag will be added. To **remove** any tag, simply click on the small 'X' in its top left hand corner.
  
-Shows which customers the master list has been assigned to (see below). 
  
 +== Program settings ==
 +Master lists can be used to define programs. This is the tab where program settings are made, to see all the details please see to the [[items:programs]] page.
 ==== Delete master list ==== ==== Delete master list ====
  
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   * 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:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.   * 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:master_lists#assigning_a_list_to_a_customer|Assigning a list to a customer]] section below and the [[other_stuff:virtual_stores#master_lists_tab|25.08. Virtual stores]] page to remove the master lists from customers and stores respectively.
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-+ 
 ==== Duplicate master list ==== ==== Duplicate master list ====
 Should you wish to create a Master list which is very similar to an existing one, click on this icon, and a new Master list with the same name (description) but with  `// (Copy)//' appended to it is created; this can then be edited and renamed to suit your requirements. Should you wish to create a Master list which is very similar to an existing one, click on this icon, and a new Master list with the same name (description) but with  `// (Copy)//' appended to it is created; this can then be edited and renamed to suit your requirements.
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 For example, let's say there are 100 stores, and you want all of them to have the same item visibility: For example, let's say there are 100 stores, and you want all of them to have the same item visibility:
  
-  - Create a master list and add some items +  - Create a master list and add some items. 
-  - Go to each store and make sure that the master list is selected +  - Go to each store and make sure that the master list is selected. 
-  - Turn on the [[preferences:general#item_tab|preference]]:\\ **Automatically update item visibility in all stores to match master lists used by each store**<WRAP center round info 60%> +  - Turn on the **Automatically update item visibility in all stores to match master lists used by each store** preference (see the [[preferences:general#item_tab|16.01. General preferences]] page for details). 
-A temporary list is created for each store containing items that cannot be removed from visibility when the master list preference is activated, normally because there is stock of the item in the store. +  * Now whenever an item is added or removed from this master list, the preference will automatically update the visibility for all of the 100 stores, so that the items visible for each individual store matches the items included in the master list. 
-</WRAP> +  * Adding an item to a master list will automatically add that item to visibility for all stores using that master list 
-  - Now whenever an item is added or removed from this master list, the preference will automatically update the visibility for all of the 100 stores, so that the items visible for each individual store matches the items included in the master list. +  * Deleting an item from a master list will automatically remove that item from visibility for each store using that master list, provided that it is not included in //another// master list in use by each store respectively.
-  - Adding an item to a master list will automatically add that item to visibility for all stores using that master list +
-  - Deleting an item from a master list will automatically remove that item from visibility for each store using that master list, given it is not included in another master list in use by each store respectively.+
  
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-When deleting items from a master list, mSupply will first check all stores using the master list to make sure it is safe to remove that item. It is unsafe if the item has //stock on hand and isn't included in another master list// for any stores using master list you are editing. +When deleting items from a master list no checks are made about whether items have stock in any stores using that master list to control item visibility. The items will become invisible in those stores (so they cannot be re-ordered for example) but the stock **will not**. All stock in stores can be issued on a customer invoice or prescription, or included in inventory adjustments and stocktakes, regardless of whether the item is invisible or not. **It is impossible to hide stock in mSupply!** 
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  • Last modified: 2024/10/16 15:57
  • by Gary Willetts