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--- en:mobile:user_guide:stocktakes [2019/10/17 14:40] – ↷ Page moved from mobile:user_guide:stocktakes to en:mobile:user_guide:stocktakes Craig Drown
+++ en:mobile:user_guide:stocktakes [2022/03/31 23:01] – Document hide stockouts option Kat
@@ Line 1: / Line 1: @@
-{{indexmenu_n>700}}
+{{indexmenu_n>800}}
 [[en:mobile:user_guide|{{:banner_mobile_userguide.png?600|mSupply Mobile User Guide menu}}]]
 ----
-===== 7. Stocktakes =====
+===== Stocktakes (General) =====
-mSupply Mobile will automatically keep track of your stock levels for you, as you receive stock and give it out. But sometimes data gets entered incorrectly or stock goes out without anyone making an entry in the system. Of course, we try not to let that happen - BUT if it does happen, we can make corrections. The easiest way to correct mistakes is to do a stocktake.
+mSupply Mobile will automatically keep track of your stock levels for you, as you receive stock and give it out.
-With mSupply Mobile, you can easily do the data entry for a full stocktake, OR you can choose to do a stocktake on a limited range of items (such as all your anti-malarials). You can even do a stocktake on a single item, if you notice that the quantity on your shelves is wrong. <WRAP clear/>
+But sometimes data gets entered incorrectly or stock goes out without anyone making an entry in the system.
+Of course, we try not to let that happen BUT, if it does happen, we can make corrections. The easiest way to correct mistakes is to do a **Stocktake**.
+With mSupply Mobile, you can easily do a stocktake for:
+  * The **full inventory**; or
+  * A **limited range of items** (such as all your anti-malarials); or
+  * A **single item** (if you notice that the quantity on your shelves is wrong) <WRAP clear/>
 <WRAP center round info 60%>
 === Stocktakes ===
-You should already be doing stock takes with your current ordering systems. <WRAP clear/>
+You should already be doing stocktakes with your current ordering systems. <WRAP clear/>
 Stocktakes are a very important way to ensure that the orders we are placing are accurate and that the stock will be correct if anyone checks!
 <WRAP clear/>
-Ideally, you should be doing a physical stocktake of each item **EVERY** time you place a main order- but this depends on your local policies and procedures (and it may not be possible in larger facilities).
+Ideally, you should be doing a physical stocktake of each item **EVERY** time you place a main order but this depends on your local policies and procedures (and it may not be possible in larger facilities).
 </WRAP>
+Let's learn how to do a stocktake... Using mSupply Mobile makes doing stocktake a lot easier than before!<WRAP clear/>
+==== Click on Stocktakes====
-Let's learn how to do a stocktake... using mSupply Mobile makes doing stocktake a LOT easier than before.<WRAP clear/>
 {{ :mobile:021stocktake.jpg?700 |}} <WRAP clear/>
-**1. In the main screen, click on 'Stocktakes'**<WRAP clear/>
+This brings up a list of all your previous stocktakes.
-This brings up a list of all your previous stocktakes.
+The description of each stocktake will be shown, with its **Date** and **Status**.
-The description of each Stocktake will be shown, with its date and 'Status'.
 <WRAP clear/>
-There are two stocktake statuses: **In Progress (Current) and Finalised (Past).**
+There are two stocktake statuses: **In Progress** (current) and **Finalised** (past).
-An 'In Progress' stocktake is one you are still working on. If you want to keep working on an 'In Progress' stocktake, double click on it.
+An **In Progress** stocktake is one you are still working on. If you want to keep working on an In Progress stocktake, double click on it.
 <WRAP center round tip 60%>
-=== 'In Progress' Stocktakes ===
+=== In Progress stocktakes ===
- 'In Progress' Stocktakes are the stocktake you are still working on, and haven't finalised. <WRAP clear/>
+**In Progress** stocktakes are the stocktakes you are still working on and haven't finalised. <WRAP clear/>
-We **strongly** recommend only having one In Progress Stocktake at any time. This will prevent mistakes when moving between them.<WRAP clear/>
+We **strongly** recommend only having one In Progress stocktake at any time. This will prevent mistakes when moving between them.<WRAP clear/>
-Finalise or delete old stocktake before starting new ones!
+**Finalise or delete old stocktakes before starting new ones!**
 </WRAP>
+----
+Let's start a new stocktake now...
+==== Click on New Stocktake====
-----
+{{ mobile:stktke2.jpg?nolink |}} <WRAP clear/>
+==== Select the items you wish to count====
+Select items by highlighting them in the far right **Selected** column. It's possible to tap selected items to remove previously selected items.
+{{ :en:mobile:user_guide:pasted:20220331-225047.png?700 |}}
+If you want to include every item or most items, click **All Items Selected**.
+{{ :en:mobile:user_guide:pasted:20220331-225315.png?700 |}}
+To hide items with 0 stock, select the 'Hide Stockouts' toggle.
+{{ :en:mobile:user_guide:pasted:20220331-225603.png?700 |}}
+==== Give your stocktake a logical name ====
+For example, 'April Full Stocktake'.
+Then click **Create**. <WRAP clear/>
+{{ mobile:all_items2.jpg?nolink |}}
+<WRAP clear/>
+==== This will bring up the Stocktake Editor====
+This lists each item (including **Item Code**, **Item Name** and **Unit** as set up in [[https://docs.msupply.org.nz/items:adding_a_new_item|mSupply Desktop]]), its **Snapshot Quantity** and its **Actual Quantity** (from the physical count).
+The **Snapshot Quantity** is what the system THINKS you have. If it is correct (when compared with your physical count), you don't need to do anything!<WRAP clear/>
-Let's start a new stocktake now...
+The **Actual Quantity** is what you have actually counted. You can change this by clicking in that column and typing in the correct quantity.
-**2. Click on 'New Stocktake'**
+Note that **Quantity** in mSupply mobile currently refers to the actual quantity of an item (i.e. the number of units) and not the number of packs.
+==== For each item, compare your physical count with the Snapshot Quantity====
+Update incorrect item quantities by clicking in the **Actual Quantity** column.
+If you change the amount of stock you have in the Actual Quantity column, this variation will now show in in the **Difference** column.
-{{ mobile:stktke2.jpg?nolink |}} <WRAP clear/>
+This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything!
-**3. Select the items that you wish to count by highlighting them in the far right column.**
+{{ :en:mobile:user_guide:pasted:20210824-030928.png?600 |}}
-If you want to include EVERY item or most items, click 'All Items Selected'.
+<WRAP clear/>
-**4. Give your stocktake a logical name, such as "April Full Stocktake'.**, and click CREATE. <WRAP clear/>
+====  If prompted, enter a reason for inventory adjustments =====
-{{ mobile:all_items2.jpg?nolink |}}
+If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments.
+<WRAP center round important 50%>
+As of v5.0.0 of mSupply mobile, the reason column is only displayed for stocktake batches and will not appear on the stocktake screen
+**[[https://docs.msupply.org.nz/preferences:options|Options]]** must be enabled for **Stocktake Line Adjustments** on the mSupply desktop server and synced to mSupply Mobile to enable reasons for inventory adjustments.
+</WRAP>
+If the **Actual Quantity** entered is different from the **Snapshot Quantity**, you will be prompted to select a **Reason** for the **Difference** from a standard list. You will not be able to continue until a reason is selected.
+{{ :en:mobile:user_guide:stocktake_options_list.png?600 |}}
+{{ :en:mobile:user_guide:stocktake_difference_reason.png?600 |}}
+To change the reason, click on the cell again.
+==== Edit batch-specific information ====
-<WRAP clear/>
+You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon.
-**5.This will bring up the stocktake editor.** This lists each item, its 'Snapshot Quantity' and its 'Actual Quantity' (from the physical count). The Snapshot Quantity is what the system THINKS you have. If it is correct (when compared with your physical count), you don't need to do anything!<WRAP clear/>
+{{ :en:mobile:user_guide:stocktake_batches.png?600 |}}
+In this example there is only one batch of paracetamol.
-The Actual Quantity is what you have actually counted. You can change this by clicking in that column and typing in the correct quantity.
+{{ :en:mobile:user_guide:stocktake_batches_paracetamol.png?600 |}}
-**6. Go through each item and compare your physical count with the Snapshot Quantity. Change each one you have to by clicking in the 'Actual Quantity' column.**
+If there are multiple batches:
-If you change the amount of stock you have in the **Actual Quantity** column, this variation will now show in in the **Difference** column.
+  * **Inventory adjustments will be automatically made to the batch that arrived first (i.e. first in - first out).**
+    * In this example there are three batches of ibuprofen. The **Snapshot Quantity** was 300 and the **Actual Quantity** was 220. The **Difference** of 80 was automatically taken away from the batch that arrived first. However, this can be manually changed in this screen.
-This can take some time but remember - if the Snapshot Quantity is correct, you don't need to do anything! <WRAP clear/>
+{{ :en:mobile:user_guide:stocktakes_batches_ibuprofen.png?600 |}}
-{{ :mobile:stocktake_updated.jpg?nolink |}}<WRAP clear/>
+  * **The inventory adjustment reason selected will automatically apply to all batches.**
+    * However, separate reasons for different batches can be manually changed in this screen. In this example we have updated the inventory adjustment of 80 among the batches of ibuprofen, with separate reasons for each batch.
-<WRAP clear/>
+{{ :en:mobile:user_guide:stocktakes_batch_reason_manual.png?600 |}}
+When you are finished making changes in the **Batches** screen, click **OK**.
+Note: The main stocktake screen will only show the most common reason among the batches for an item's inventory adjustment.
+==== When you are finished...====
+Click **Finalise**.
-**7. When you are finished, click 'Finalise'.**
+{{ mobile:finalise.png?nolink |}}<WRAP clear/>
-{{mobile:finalise.png?nolink 80|}} This will update all your stock levels to match the quantities you have entered in the 'Actual Quantity' column.
+This will update all your stock levels to match the quantities you have entered in the **Actual Quantity** column.
 Like always with mSupply Mobile, you don't need to be connected to the internet to do this - the information will sync in the background when internet becomes available.
+\\
+\\
+|  //  Previous:  **[[en:mobile:user_guide:current_stock|]]** | | Next: **[[en:mobile:user_guide:stocktakes_program|]]** //  |