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| items:stocktakes [2025/12/01 09:15] – [General] Mark Glover | items:stocktakes [2025/12/01 09:34] (current) – [Delete stock take] Mark Glover |
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| Traditionally, during a full stocktake, the store is closed, and no transactions may take place until the exercise is completed. | Traditionally, during a full stocktake, the store is closed, and no transactions may take place until the exercise is completed. |
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| The inconvenience caused by closure of the store varies from minor to significant. The benefit of using mSupply's stocktake module, while requiring that the store is closed while the physical stock check is in progress, is that the store may be opened immediately after the physical count is completed. Entry of the adjusted figures into mSupply(r) may be made at any convenient time over the next few days. Having said that normal operation can occur immediately after the stocktake, issuance will be affected by any discrepancies discovered during the stocktake. | The inconvenience caused by closure of the store varies from minor to significant. The benefit of using mSupply's stocktake module, while requiring that the store is closed while the physical stock check is in progress, is that the store may be opened immediately after the physical count is completed. Entry of the adjusted figures into mSupply(r) may be made at any convenient time over the next few days. While normal operation can occur immediately after the stocktake, issuance will be affected by any discrepancies discovered during the stocktake, so it is still preferable to finalise the stocktake a.s.a.p. |
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| <WRAP center round important 60%> | <WRAP center round important 60%> |
| * **Last year:** shows all stocktakes of any status that were created in the year before the current one. | * **Last year:** shows all stocktakes of any status that were created in the year before the current one. |
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| **Note**: there will be an additional **Program** column in the table if you have program based master lists created (see [[items:programs|]]) so that you can easily see if any of your stocktakes are program based. | <WRAP center round info 60%> |
| | There will be an additional **Program** column in the table if you have program based master lists created (see [[items:programs|]]) so that you can easily see if any of your stocktakes are program based. |
| | </WRAP> |
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| </WRAP> | </WRAP> |
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| | ===== Preparing for the stocktake ===== |
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| | Prior to conducting anything but the most trivial partial stocktake, it is highly recommended to confirm or delete all CIs with status = ''sg''. It is also recommended to delete any 'Current' stocktakes (status = ''sg'') in case they are accidentally finalised. If your store has fallen into significant disuse then this could be a daunting exercise. The mSupply Foundation has developed some 'Footrunner' code that deletes all CIs with status = ''sg'' and all 'Current' stocktakes (status = ''sg''). This is clearly a blunt instrument and should only be used with the greatest caution. If you are interested in taking this risk, please contact [[support@msupply.foundation]] and reference [[https://wiki.sussol.net/doku.php/support:footrunner_library:delete_sg_nw_invoice_and_stocktake|Delete "sg" and "new" customer invoice and unfinalised stocktakes in current store]]. |
| ===== Creating a new stocktake ===== | ===== Creating a new stocktake ===== |
| After viewing the current stocktakes, click on the ** New stock take** button, and the following window will appear: | After viewing the current stocktakes, click on the ** New stock take** button, and the following window will appear: |