items:stocktakes

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items:stocktakes [2024/09/13 11:09] – [Making adjustments] Gary Willettsitems:stocktakes [2025/01/05 22:17] (current) – [Filtering by location] 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]].
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 <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!  Also, a stock 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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     * sg = suggested, the stocktake is still being worked on and is editable - new lines can be added or deleted and values can be edited etc.     * sg = suggested, the stocktake is still being worked on and is editable - new lines can be added or deleted and values can be edited etc.
     * fn = finalised, the stocktake is complete and cannot be edited (inventory adjustments have been created form it)     * fn = finalised, the stocktake is complete and cannot be edited (inventory adjustments have been created form it)
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 +And a quick word about the columns in the table: if adjustment reasons are being used or any of the custom stock fields in //File//>//Preferences//>//Stock// tab then columns for those will also be displayed in this table.
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 The stocktake is a list of your stock, providing you with a 'snapshot' of your stock at a point in time.  From this, mSupply enables you to create printed lists of your stock items from which you and your staff can do the physical stocktake. The stocktake is a list of your stock, providing you with a 'snapshot' of your stock at a point in time.  From this, mSupply enables you to create printed lists of your stock items from which you and your staff can do the physical stocktake.
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   * **Cost price**: the price one pack of this line of stock cost you. Check the **12 month average** checkbox if you want mSupply to calculate a weighted average pack price based on the supplies of this item you have received in the last 12 months.   * **Cost price**: the price one pack of this line of stock cost you. Check the **12 month average** checkbox if you want mSupply to calculate a weighted average pack price based on the supplies of this item you have received in the last 12 months.
   * **Sell price**: the price you sell a pack of this line of stock for.   * **Sell price**: the price you sell a pack of this line of stock for.
-  * **Hold: do not issue**: if checked then this will put the stock line on hold so that it cannot be issued in customer invoices. **WARNING:** this stockline will be put on hold immediately if this checkbox is checked, the change will not wait until the stocktake is finalised.+  * **Hold: do not issue**: if checked then this will put the stock line on hold so that it cannot be issued in customer invoices. **WARNING:** this stockline will be put on hold immediately after the **OK** or **OK & Next** buttons are clicked if this checkbox is checked, the change will not wait until the stocktake is finalised.
   * **Comment**: anything you want to remember that was notable about this line during the stocktake.   * **Comment**: anything you want to remember that was notable about this line during the stocktake.
   * **Donor**: the donor of this line of stock (type the first few letters of the donor's code and press the //Tab// key on the keyboard to select the right location from a matching list). Will only be available if the //Allow tracking of received stock by donor// preference is turned on (see the [[preferences:invoices#invoices_1_tab|Invoice preferences]] page for details).   * **Donor**: the donor of this line of stock (type the first few letters of the donor's code and press the //Tab// key on the keyboard to select the right location from a matching list). Will only be available if the //Allow tracking of received stock by donor// preference is turned on (see the [[preferences:invoices#invoices_1_tab|Invoice preferences]] page for details).
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     * Cost price: if you know it, enter it in the currency you are using in your datafile. If you don't know it, you could check the //12 month average// checkbox and mSupply will enter a weighted average price of all the stock of this item you received over the last 12 months.     * Cost price: if you know it, enter it in the currency you are using in your datafile. If you don't know it, you could check the //12 month average// checkbox and mSupply will enter a weighted average price of all the stock of this item you received over the last 12 months.
     * Sell price: if you know it, enter it in the currency you are using in your datafile.     * Sell price: if you know it, enter it in the currency you are using in your datafile.
-    * Hold: do not issue: if checked then this will put the stock line on hold so that it cannot be issued in customer invoices. WARNING: this stockline will be put on hold immediately if this checkbox is checked, the change will not wait until the stocktake is finalised.+    * Hold: do not issue: if checked then this will put the stock line on hold so that it cannot be issued in customer invoices. WARNING: this stockline will be put on hold immediately if this checkbox is checked when the **OK** or **OK & Next** buttons are clicked, the change will not wait until the stocktake is finalised.
     * //Use details of line selected above// button: this is a shortcut to save typing values in all the fields in this section. If the details are similar to a stock line that is shown in the //Existing stock lines// table above then click on the line in the table to select it then click on this button. mSupply will copy the details of thew line into the fields in this section and you can then edit the ones that aren't quite right.     * //Use details of line selected above// button: this is a shortcut to save typing values in all the fields in this section. If the details are similar to a stock line that is shown in the //Existing stock lines// table above then click on the line in the table to select it then click on this button. mSupply will copy the details of thew line into the fields in this section and you can then edit the ones that aren't quite right.
   - You can also select a colour for the line in the stock take using the colour picker in the top right hand corner (set to black by default, as shown in the screenshot).   - You can also select a colour for the line in the stock take using the colour picker in the top right hand corner (set to black by default, as shown in the screenshot).
  • Last modified: 2024/09/13 11:09
  • by Gary Willetts