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en:mobile:user_guide:stocktakes [2020/01/24 04:28] – changing footer to refer to page headings instead of link text lou_lomas | en:mobile:user_guide:stocktakes [2021/08/24 05:14] – [This will bring up the Stocktake Editor] Kat | ||
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- | ===== 8. Stocktakes (General) ===== | + | ===== Stocktakes (General) ===== |
mSupply Mobile will automatically keep track of your stock levels for you, as you receive stock and give it out. | mSupply Mobile will automatically keep track of your stock levels for you, as you receive stock and give it out. | ||
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Let's learn how to do a stocktake... Using mSupply Mobile makes doing stocktake a lot easier than before!< | Let's learn how to do a stocktake... Using mSupply Mobile makes doing stocktake a lot easier than before!< | ||
- | ====8.1. Click on Stocktakes==== | + | ==== Click on Stocktakes==== |
{{ : | {{ : | ||
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Let's start a new stocktake now... | Let's start a new stocktake now... | ||
- | ====8.2. Click on New Stocktake==== | + | ==== Click on New Stocktake==== |
{{ mobile: | {{ mobile: | ||
- | ====8.3. Select the items you wish to count==== | + | ==== Select the items you wish to count==== |
Select items by highlighting them in the far right **Selected** column. | Select items by highlighting them in the far right **Selected** column. | ||
If you want to include every item or most items, click **All Items Selected**. | If you want to include every item or most items, click **All Items Selected**. | ||
- | ====8.4. Give your stocktake a logical name ==== | + | ==== Give your stocktake a logical name ==== |
For example, 'April Full Stocktake' | For example, 'April Full Stocktake' | ||
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<WRAP clear/> | <WRAP clear/> | ||
- | ====8.5. This will bring up the Stocktake Editor==== | + | ==== This will bring up the Stocktake Editor==== |
- | This lists each item, its **Snapshot Quantity** and its **Actual Quantity** (from the physical count). | + | This lists each item (including **Item Code**, **Item Name** and **Unit** as set up in [[https:// |
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!< | 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!< | ||
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The **Actual Quantity** is what you have actually counted. You can change this by clicking in that column and typing in the correct quantity. | The **Actual Quantity** is what you have actually counted. You can change this by clicking in that column and typing in the correct quantity. | ||
- | ====8.6. For each item, compare your physical count with the Snapshot Quantity==== | + | 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. | Update incorrect item quantities by clicking in the **Actual Quantity** column. | ||
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This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! | This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! | ||
- | {{ : | + | {{ : |
<WRAP clear/> | <WRAP clear/> | ||
- | ==== 8.7. If prompted, enter a reason for inventory adjustments ===== | + | ==== If prompted, enter a reason for inventory adjustments ===== |
If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments. | 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%> | <WRAP center round important 50%> | ||
- | **[[https:// | + | 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:// | ||
</ | </ | ||
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To change the reason, click on the cell again. | To change the reason, click on the cell again. | ||
- | ====8.8. Edit batch-specific information ==== | + | ==== Edit batch-specific information ==== |
You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon. | You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon. | ||
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Note: The main stocktake screen will only show the most common reason among the batches for an item's inventory adjustment. | Note: The main stocktake screen will only show the most common reason among the batches for an item's inventory adjustment. | ||
- | ====8.9. When you are finished...==== | + | ==== When you are finished...==== |
Click **Finalise**. | Click **Finalise**. | ||