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items:stocktakes [2024/10/18 11:13] – [Adding items not in the stocktake list] Gary Willettsitems:stocktakes [2025/08/06 23:16] (current) – [Example for a large warehouse] Mark Glover
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 ==== Confirm Customer Invoices ==== ==== Confirm Customer Invoices ====
 mSupply will not allow stock that is on a Customer Invoice with status of new (''nw'') or suggested (''sg'') to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items:stocktakes#create_inventory_adjustments|Creating inventory adjustments]]. mSupply will not allow stock that is on a Customer Invoice with status of new (''nw'') or suggested (''sg'') to be taken out of stock by //any// other transaction process, including an inventory adjustment flowing from a stocktake - refer [[items:stocktakes#create_inventory_adjustments|Creating inventory adjustments]].
 +
 <WRAP center round important 60%> <WRAP center round important 60%>
  
-It is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg''//before// doing a stocktake - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that.+//Before// starting a stocktake, it is <wrap em>HIGHLY RECOMMENDED</wrap> to process (take the stock off the shelves) and confirm any customer invoices with a status of new (''nw'') or suggested (''sg'') - please see [[issuing_goods:issuing_goods_customer_invoice#confirm|Issuing Goods to a Customer (Customer Invoices), Confirming an invoice]] for details on how to do that.
  
-This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects and customer invoices with suggested status. Please read the warning and take suitable action.+This is so important that mSupply will show you a warning message when you try to create a new stocktake if it detects any customer invoices with suggested (''sg''status. Please read and heed the warning and take suitable action.
 </WRAP> </WRAP>
  
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 <WRAP center round alert 60%> <WRAP center round alert 60%>
-Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined, and stock placed in to those locations!</WRAP>+Of course, it is not possible to filter by [[items:item_locations#item_locations_and_location_types|stock locations]] if locations have not been defined!  Alsostock location based stocktake will //only// include stock lines that have actually been placed in to locations ;-)</WRAP>
  
 <WRAP center round info 60%> <WRAP center round info 60%>
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   * **<nowiki>##</nowiki>** = aisle numbers, ''01'', ''02'', ''03'', etc.   * **<nowiki>##</nowiki>** = aisle numbers, ''01'', ''02'', ''03'', etc.
   * **<nowiki>$$</nowiki>** = bay number, ''01'', ''02'', ''03'', etc. noting that a common convention is for even numbered aisles to have only even numbered bays, and similarly, odd numbered aisles to have only odd numbered bays.   * **<nowiki>$$</nowiki>** = bay number, ''01'', ''02'', ''03'', etc. noting that a common convention is for even numbered aisles to have only even numbered bays, and similarly, odd numbered aisles to have only odd numbered bays.
-  * **<nowiki>%%</nowiki>** = shelf number, ''1A'', ''1B'', ''1C'', etc.+  * **<nowiki>%%</nowiki>** = shelf 'space', ''1A'', ''1B'', ''1C'', etc.
  
-For example, ''M20.02.4E'' would be the location name for the location in the ''M''ain store room, Aisle ''20'', Bay ''02'', Shelf ''4E'' +For example, ''M20.02.4B'' would be the location name for the location in the ''M''ain store room, Aisle ''20'', Bay ''02'', Shelf ''4B'' 
  
  
  • Last modified: 2024/10/18 11:13
  • by Gary Willetts