en:mobile:user_guide:stocktakes

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en:mobile:user_guide:stocktakes [2020/02/08 07:13] – lou_lomasen:mobile:user_guide:stocktakes [2022/03/31 23:05] – [Select the items you wish to count] Kat
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 ==== 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 using the radio buttons in the **Selected** column.  
- +{{ :en:mobile:user_guide:pasted:20220331-225047.png?700 |}} 
-If you want to include every item or most items, click **All Items Selected**. +If you want to include every item or most items, select **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 ==== ==== Give your stocktake a logical name ====
 For example, 'April Full Stocktake'. For example, 'April Full Stocktake'.
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 ==== 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://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/> 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/>
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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.
  
 +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==== ==== 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! 
  
-{{ :en:mobile:user_guide:stocktake_snapshot_actual.png?600 |}}+{{ :en:mobile:user_guide:pasted:20210824-030928.png?600 |}}
  
 <WRAP clear/> <WRAP clear/>
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 <WRAP center round important 50%> <WRAP center round important 50%>
-**[[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 this feature. +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> </WRAP>
  
  • en/mobile/user_guide/stocktakes.txt
  • Last modified: 2022/03/31 23:36
  • by Kat