items:phased_stocktakes

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
items:phased_stocktakes [2023/12/13 17:32] – [After counting the stock] Gary Willettsitems:phased_stocktakes [2024/09/13 14:43] (current) – [Add a new line to the stocktake] Gary Willetts
Line 78: Line 78:
   * **Stocktake date**: the date the stocktake count was started, set to the creation date by default   * **Stocktake date**: the date the stocktake count was started, set to the creation date by default
  
 +<WRAP info center round 90%> 
 +The table in the above screenshot shows the default columns. If any of the custom stock fields in //File//>//Preferences//>//Stock// tab or Adjustment reasons are enabled then columns will also be included for them. 
 +</WRAP>
 ==== Print the count sheets ==== ==== Print the count sheets ====
 The next thing to do is to print out the count sheets so that the warehouse operatives can take them into the warehouse to carry out the count. At this stage, when the stocktake is at sg (suggested) status, this is the only thing you can print and it looks like this: The next thing to do is to print out the count sheets so that the warehouse operatives can take them into the warehouse to carry out the count. At this stage, when the stocktake is at sg (suggested) status, this is the only thing you can print and it looks like this:
Line 98: Line 100:
 To enter something in one of the columns, simply click into it and type what you want to enter. If you need to enter more than the batch, expiry date, number of packs or comment then double-click on the line to make more fields available for entry: To enter something in one of the columns, simply click into it and type what you want to enter. If you need to enter more than the batch, expiry date, number of packs or comment then double-click on the line to make more fields available for entry:
  
-{{ :items:pasted:20231213-165718.png?600 }}+{{ :items:pasted:20240913-144112.png?600 }}
  
   * **Counted number of packs**: The number of packs counted on the shelf   * **Counted number of packs**: The number of packs counted on the shelf
Line 106: Line 108:
   * **Location**: The location the stock was found in. Type the first few characters of the location and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)   * **Location**: The location the stock was found in. Type the first few characters of the location and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)
   * **Donor**: The donor of this stock (only shown if the option to track donor is turned on - see the [[preferences:invoices#allow_tracking_of_received_stock_by_donor|16.03. Invoice preferences]] page for details). Type the first few characters of the donor's name and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)   * **Donor**: The donor of this stock (only shown if the option to track donor is turned on - see the [[preferences:invoices#allow_tracking_of_received_stock_by_donor|16.03. Invoice preferences]] page for details). Type the first few characters of the donor's name and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)
 +  * **Adjustment reason**: Only displayed if adjustment reasons are turned on (see the [[preferences:options#positive_or_negative_inventory_adjustment|16.10. Options (standard reasons)]] page for details). Required if it is turned on. Click on the drop down list to select the reason for the difference between the snapshot and counted number of packs.
   * **Cost price**: The cost price of one pack   * **Cost price**: The cost price of one pack
   * **12 month average checkbox**: Check this to replace the cost price with an average of the cost prices for stock of the same item received in the last 12 months   * **12 month average checkbox**: Check this to replace the cost price with an average of the cost prices for stock of the same item received in the last 12 months
   * **Sell price**: The sell price of one pack   * **Sell price**: The sell price of one pack
 +  * **Hold: do not issue**: If checked then the stock line is on hold and cannot be issued. **WARNING**: if you turn this checkbox on and save the line then it is put on hold immediately, it does not wait until the stocktake is finalised.
 +  * **Custom stock fields 1-4**: Fields for these will be displayed at the bottom if they are turned on in //File//>//Preferences//>//Stock// tab. Enter text values as required.
  
 If a new line of stock was found which isn't in mSupply then add it using the **New line** button (see the [[items:phased_stocktakes#add_a_new_line_to_the_stocktake|Add a new line to a stocktake]] section below for details). If a new line of stock was found which isn't in mSupply then add it using the **New line** button (see the [[items:phased_stocktakes#add_a_new_line_to_the_stocktake|Add a new line to a stocktake]] section below for details).
Line 128: Line 133:
 To add a new line to the stocktake (for stock that you find during the stocktake that is not in mSupply already), click on the **New line** button. This window will open: To add a new line to the stocktake (for stock that you find during the stocktake that is not in mSupply already), click on the **New line** button. This window will open:
  
-{{ :items:pasted:20231213-162436.png?600 }}+{{ :items:pasted:20240913-144250.png?600 }}
  
 Enter the first few characters of the item the stock is for in the **Item** text box and press the //Tab// key on the keyboard to select the right item from a list of items beginning with what you typed (if there is only one item that matched it will be selected for you and entered in the **Item** text box). Enter the first few characters of the item the stock is for in the **Item** text box and press the //Tab// key on the keyboard to select the right item from a list of items beginning with what you typed (if there is only one item that matched it will be selected for you and entered in the **Item** text box).
Line 138: Line 143:
   * **Expiry date**: The expiry date of the stock. Enter is manually or select it by clicking on the calendar button   * **Expiry date**: The expiry date of the stock. Enter is manually or select it by clicking on the calendar button
   * **Location**: The location the stock was found in. Type the first few characters of the location and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)   * **Location**: The location the stock was found in. Type the first few characters of the location and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)
-  * **Donor**: The donor of this stock (only shown if the option to track donor is turned on - see the [[preferences:invoices#allow_tracking_of_received_stock_by_donor|16.03. Invoice preferences]] page for details). Type the first few characters of the donor's name and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you)+  * **Donor**: The donor of this stock (only shown if the option to track donor is turned on - see the [[preferences:invoices#allow_tracking_of_received_stock_by_donor|16.03. Invoice preferences]] page for details). Type the first few characters of the donor's name and press the //Tab// key to select the location from a list of locations that begin with what you typed (if there is only one that matches then it will be selected and filled in for you). 
 +  * **Adjustment reason**: Only displayed if adjustment reasons are turned on (see the [[preferences:options#positive_or_negative_inventory_adjustment|16.10. Options (standard reasons)]] page for details). Required if it is turned on. Click on the drop down list to select the reason for the difference between the snapshot and counted number of packs.
   * **Cost price**: The cost price of one pack   * **Cost price**: The cost price of one pack
   * **12 month average checkbox**: Check this to replace the cost price with an average of the cost prices for stock of the same item received in the last 12 months   * **12 month average checkbox**: Check this to replace the cost price with an average of the cost prices for stock of the same item received in the last 12 months
   * **Sell price**: The sell price of one pack   * **Sell price**: The sell price of one pack
 +  * **Hold: do not issue**: If checked then the stock line is on hold and cannot be issued. **WARNING**: if you turn this checkbox on and save the line then it is put on hold immediately, it does not wait until the stocktake is finalised.
 +  * **Custom stock fields 1-4**: Fields for these will be displayed at the bottom if they are turned on in //File//>//Preferences//>//Stock// tab. Enter text values as required.
  
 When you've added all the details click on the **Add new** button to add the line to the stocktake. It will appear at the bottom of the table of stocktake lines. When you've added all the details click on the **Add new** button to add the line to the stocktake. It will appear at the bottom of the table of stocktake lines.
Line 152: Line 160:
  
  
 +===== After finalising a stocktake =====
 +After finalising a stocktake the stocktake becomes read-only but you can now print out an //In progress stock count sheet// from the **Print** button. This is what it looks like:
  
 +{{ :items:pasted:20231213-173601.png?600 }}
  
- +When you finalise the last stocktake with the same **Count reference** (as entered in the options window when creating the phased stocktake) then you will be asked if you want to print out the //Stock comparison report//, which will show you all the discrepancies recorded in all the stocktakes with the same count reference.
- +
- +
- +
  
  
  • Last modified: 2023/12/13 17:32
  • by Gary Willetts