items:master_lists

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items:master_lists [2026/02/16 12:45] – [Procedure - item visibility] Gary Willettsitems:master_lists [2026/09/21 02:34] (current) – [Removing an item from a master list when it is currently in stock] Jonna Quismundo
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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. This price will be applied ot prescriptions as well as customer invoices.+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 to prescriptions as well as customer invoices.
 === Buttons on the Master list window === === Buttons on the Master list window ===
  
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 <WRAP info center round 90%> <WRAP info center round 90%>
-When master lists are controlling visibility of items (see the [[other_stuff:virtual_stores#master_lists_tab_and_visibility_tab_controlling_item_visibility|26.07. Virtual stores]] page for details) then removing an item from a master list will make it invisible in all stores where that master list is used. However, if there is stock of that item in the store, the stock remains visible and can no longer be distributed to a recipient, it can only be removed with an inventory adjustment or sent back to the supplier on a supplier credit.+When master lists are controlling visibility of items (see the [[other_stuff:virtual_stores#master_lists_tab_and_visibility_tab_controlling_item_visibility|26.07. Virtual stores]] page for details) then removing an item from a master list will make it invisible in all stores where that master list is used. However, if there is stock of that item in the store, the stock remains visible and the stock can be removed by distributing it, making an inventory adjustment, or returning it to the supplier on a supplier credit.
 </WRAP> </WRAP>
  
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   * 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.   * 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.
  
-<WRAP center round important 60%> +<WRAP center round info 60%> 
-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!** 
 </WRAP> </WRAP>
  
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   * The item should never have been on the master list and users have accidentally recorded stock of the item   * 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:master_lists#remove_item_s|remove an item from a master list]] - //except// that if your system is [[items:master_lists#using_master_lists_to_control_item_visibility_in_stores|using master lists to control item visibility in stores]], then: +In these cases, it is relatively straightforward to [[items:master_lists#remove_item_s|remove an item from a master list.]]
-<WRAP center round box 90%> +
-mSupply will <wrap em>not allow you to remove an item from a master list</wrap> IF **any** store that is assigned to that master list has: +
-  * The item currently in stock AND +
-  * The item is not on any //other// master list assigned to that store. +
-</WRAP> +
- +
- +
-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.  While you are waiting for the last store to remove the item, other stores can continue to receive and stock the item! +
- +
-== 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. +
- +
- +
-\\ +
-\\+
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 ---- struct data ---- ---- struct data ----
  • Last modified: 2026/02/16 12:45
  • by Gary Willetts