items:item_basics:tab_stock

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items:item_basics:tab_stock [2021/12/20 23:11] – [4.01.05. Items - Stock tab] Mark Gloveritems:item_basics:tab_stock [2024/10/25 14:31] (current) – [Inners per outer] Gary Willetts
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 {{ :items:item_dtls_stock.png?550 }} {{ :items:item_dtls_stock.png?550 }}
  
-The "Stock" window shows the lines of stock for this item together with the stock on hand. mSupply(r) will calculate how many days this stock will last, based on your usage over a number of months - you can specify how many months.+The //Stock// tab shows the lines of stock for this item together with the stock on hand. mSupply(r) will calculate how many days this stock will last, based on your usage over a number of months - you can specify how many months.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
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-=== Buttons on the Stock tab === +=== Show zero lines ===
- +
-== Show zero lines ==+
  
 The **Show zero lines** button will show all the lines that are still in your data file, but which have no stock on hand.  This is very useful if you are trying to find out what happened with a stock line for which there is not stock on hand.  When you click the button the button title changes to "hide zero lines", which allows you to get back to the info you really wanted. The **Show zero lines** button will show all the lines that are still in your data file, but which have no stock on hand.  This is very useful if you are trying to find out what happened with a stock line for which there is not stock on hand.  When you click the button the button title changes to "hide zero lines", which allows you to get back to the info you really wanted.
  
-== Split == +=== Split ===
 The **Split** button allows you to do any of: The **Split** button allows you to do any of:
  
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   * Change the location of the 'split' portion.   * Change the location of the 'split' portion.
  
-Usage: +A split creates a repack transaction underneath (see the [[items:repacking]] page for details) and we recommend you use this function rather than doing a repack. The details of the split function are covered on their own page, [[items:splitting_a_stock_line]]. 
- +=== Update sell prices ===
-  - Select the line to be split +
-  - Click on the **Split** button +
-  - Enter the +
-    * Quantity (number of packs) of the current stock line to be split - this can be the same as the total number of packs, i.e. all of the stock, in which case the 'split' portion is all of the stock line. +
-    * The new location - this can be the same as the current location. +
-    * The new pack size - this can be the same as the current pack size. +
- +
-In the example shown, 2 packs of 1,000 Erythromycin tablets are being transferred to a new location, and the `outer' of 1,000 ( actually 10 x100 shrink wrapped together) is being opened to yield 10 individual packs of 100. +
- +
-{{ :items:split_batch.png?300 }} +
- +
-== Update sell prices ==+
  
 The **Update sell prices** button will update the selling prices of the highlighted line(s). mSupply(r) will update the sell price for the selected stock line(s) with the figure entered in the **Default sell price of preferred packsize** field in the **General** tab, which must show the updated price before this will take effect. If you make use of the **Default margin** field, and you update this figure, then Supply will calculate the updated sell price using it.  <WRAP center round important 60%> The **Update sell prices** button will update the selling prices of the highlighted line(s). mSupply(r) will update the sell price for the selected stock line(s) with the figure entered in the **Default sell price of preferred packsize** field in the **General** tab, which must show the updated price before this will take effect. If you make use of the **Default margin** field, and you update this figure, then Supply will calculate the updated sell price using it.  <WRAP center round important 60%>
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-== Labels ==+=== Labels ===
  
 Clicking the **Labels** button will print shelf labels for the highlighted stock line(s). The shelf label includes the location, the item name and code, and the batch and expiry.  Clicking the **Labels** button will print shelf labels for the highlighted stock line(s). The shelf label includes the location, the item name and code, and the batch and expiry. 
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-If 2 stock lines you want to consolidate are at different locations, edit one of the stock lines to move it to the location of the other stock line, then consolidate. This reflects what you would have had to do physically anyhow!+  * If 2 stock lines you want to consolidate are at different locations, edit one of the stock lines to move it to the location of the other stock line, then consolidate. This reflects what you would have had to do physically anyhow! 
 +  * If 2 stock lines are of different pack size, [[items:item_basics:tab_stock#split|split]] one of the stock lines to have the same pack size as the other stock line, then consolidate.
 </WRAP> </WRAP>
  
 +Usage:
   - Hold down the control key (command on Mac)   - Hold down the control key (command on Mac)
   - Click on the two lines you want to consolidate   - Click on the two lines you want to consolidate
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 === Other information on the stock details page === === Other information on the stock details page ===
  
-**Stock** +== Stock == 
- +**Minimum stock**: The minimum stock you wish to keep on hand. Note that 
- +you do not need to enter a quantity here for mSupply's ordering system
-__Minimum stock:__ The minimum stock you wish to keep on hand. Note that +
-you do not need to enter a quantity here for mSupply(r)'s ordering system+
 to work. In fact, it is better in most cases to leave this number set to to work. In fact, it is better in most cases to leave this number set to
 zero. This field should only be filled in if you absolutely must keep a zero. This field should only be filled in if you absolutely must keep a
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 minimum quantity for naloxone. minimum quantity for naloxone.
  
-__Stock on hand:__ The total stock of this item on hand.+**Maximum stock**: The maximum stock you wish to keep on hand. Like the **Minimum stock** field you don't need to fill this field in for mSupply's automatic ordering functionality to work correctly. This field is normally only used for reporting or in some customised functionality. 
 + 
 +**Stock on hand**: The total stock of this item on hand.
  
-__Stock on order:__ The total quantity of stock of this item on order+**Stock on order**: The total quantity of stock of this item on order
 from suppliers from suppliers
  
-**Non-stock items**+== Non-stock items == 
  
 If this is a non-stock item, you can check this check box. If there is one, you can specify the default customer for the item, otherwise leave this box blank. For more on this topic see section [[items:non_stock_items]]. If this is a non-stock item, you can check this check box. If there is one, you can specify the default customer for the item, otherwise leave this box blank. For more on this topic see section [[items:non_stock_items]].
  
-**Months Cover**+== Months Cover ==
  
-You can use this calculator to estimate the time left until the stock of this item runs out. The values which appear estimating the time it takes to use the stock on hand (and on order) are calculated from the average usage of the last few months. You can choose the number (from 1 to 24) of months used to calculate this in the drop down list. +The Months of Cover is the number of months until the stock of the item runs out. The values which appear estimating the time it takes to use the stock on hand (and on order) are calculated from the average usage of the last number of months. You can choose the number (from 1 to 24) of months used to calculate this in the drop down list.
  
-You can also exclude stock that will expire soon. Enter a number of months and any stock that expires before your chosen time frame will be excluded from the calculation. +You can also exclude stock that will expire soon. Enter a number of months and any stock that expires before your chosen time frame will be excluded from the calculation.
  
 If you would like to know how much stock to order so that you have enough for the next few months, enter the number of months you would like stock for. After entering or changing any or all of these values, click **Calculate** to see the results. If you would like to know how much stock to order so that you have enough for the next few months, enter the number of months you would like stock for. After entering or changing any or all of these values, click **Calculate** to see the results.
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 === General tab === === General tab ===
-This tab shows the details of a stock line.It also gives you total and +This tab shows the details of a stock line. It also gives you total and available quantity of that stock line.
-available quantity of that stock line.+
  
 == Hold checkbox == == Hold checkbox ==
-To hold a stock line, check the //Hold// check-box. Once an stock line is held, it cannot be issued. It will still appear in the available stock window, but held stock lines will have a check box in the hold column, and if a user attempts to issue from the stock line they will be informed that the stock line is on hold.+To hold a stock line, check the //Hold// check-box. Once an stock line is held, it cannot be issued. It will still appear in the available stock window, but held stock lines will have a check box in the //Hold// column, and if a user attempts to issue from the stock line they will be informed that they can't because the stock line is on hold.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
-The // Hold: do not issue // option in the **Item details > General** tab takes precedence.  If that option is checked, then no stock of the item may be issued, regardless of the stock line's //Hold// checkbox setting.+The //Hold: do not issue // option in the **Item details > General** tab takes precedence.  If that option is checked, then no stock of the item may be issued, regardless of the stock line's //Hold// checkbox setting.
 </WRAP> </WRAP>
 +
 +== Quan per inner ==
 +This field contains the number of packs that are in an inner pack or carton i.e. the number of primary packs that are in a secondary pack. It is editable.
 +
 +== Inners per outer ==
 +This field contains the number of inner packs (cartons) that are in an outer pack (usually a pallet) i.e. the number of secondary packs that are in a tertiary pack. It is editable.
 +
  
 Please note: if you are using barcode scanning then there will be an additional **Barcode** drop down list below the **Supplier** field. For details on its use, see the [[barcode_scanning:receiving_goods#manually_assigning_barcodes_to_stock_lines|14.03. Barcode scanning and receiving goods]] page. Please note: if you are using barcode scanning then there will be an additional **Barcode** drop down list below the **Supplier** field. For details on its use, see the [[barcode_scanning:receiving_goods#manually_assigning_barcodes_to_stock_lines|14.03. Barcode scanning and receiving goods]] page.
  
 +**Note:** If the exoiry date of. batch is changed, this is logged in the system log. See [[admin:the_log|]] page for details on how to view the log.
 === Ledger tab === === Ledger tab ===
 This tab shows a list of transactions (supplier and customer invoices, inventory adjustments etc.) for the item This tab shows a list of transactions (supplier and customer invoices, inventory adjustments etc.) for the item
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 === Status tab (vaccine vial monitoring)=== === Status tab (vaccine vial monitoring)===
-A window appears with 4 columns: +For a description of this tab, please see the [[cold_chain_equipment:configure#update_the_vvm_status_of_vaccines_when_you_check_them|20.01. Vaccine Vial Monitoring (VVM)]] page.
-  * Date +
-  * VVM status +
-  * Entered by +
-  * Comment  +
-There are two buttons: +
-  * New +
-  * Delete.  +
-This has been specifically designed to use the Vaccine Vial Monitoring (VVM) feature.  All vaccines requiring cold storage bear a VVM label which registers cumulative heat exposure over time; the combined effects of heat and time cause the inner square of the label to darken gradually and irreversibly. A comprehensive description of VVM is available in [[http://tinyurl.com/n2mge23|WHO's pdf document accessible]].  Stock lines of vaccines should have their status VVM labels regularly checked, and assigned to the relevant status; Clicking on the // New// +
-button allows the details to be recorded. +
- +
-{{ :items:vvm_status.png?250 }} +
- +
-Should a stock line of vaccines have the status 3 (or 4), the Hold checkbox +
-under the **General** tab should be checked.+
  
 === Reference documents tab === === Reference documents tab ===
  • Last modified: 2021/12/20 23:11
  • by Mark Glover