en:mobile:user_guide: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
en:mobile:user_guide:stocktakes [2019/10/23 21:38] – [7. When you are finished...] Emily Porrelloen:mobile:user_guide:stocktakes [2022/03/31 23:36] (current) – [Select the items you wish to count] formatting Kat
Line 2: Line 2:
 [[en:mobile:user_guide|{{:banner_mobile_userguide.png?600|mSupply Mobile User Guide menu}}]] [[en:mobile:user_guide|{{:banner_mobile_userguide.png?600|mSupply Mobile User Guide menu}}]]
 ---- ----
-===== 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. 
Line 27: Line 27:
 Let's learn how to do a stocktake... Using mSupply Mobile makes doing stocktake a lot easier than before!<WRAP clear/> Let's learn how to do a stocktake... Using mSupply Mobile makes doing stocktake a lot easier than before!<WRAP clear/>
  
-====1. Click on Stocktakes====+==== Click on Stocktakes====
  
 {{ :mobile:021stocktake.jpg?700 |}} <WRAP clear/> {{ :mobile:021stocktake.jpg?700 |}} <WRAP clear/>
Line 52: Line 52:
 Let's start a new stocktake now... Let's start a new stocktake now...
  
-====2. Click on New Stocktake====+==== Click on New Stocktake====
  
 {{ mobile:stktke2.jpg?nolink |}} <WRAP clear/> {{ mobile:stktke2.jpg?nolink |}} <WRAP clear/>
  
-====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 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 |}} 
-====4. Give your stocktake a logical name ====+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'. For example, 'April Full Stocktake'.
  
Line 69: Line 72:
 <WRAP clear/> <WRAP clear/>
  
-====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://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/>
Line 76: Line 79:
 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.
  
-====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.
  
-If you change the amount of stock you have in the **Actual Quantity** column, this variation will now show in in the **Difference** 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. 
  
-This can take some time but remember - if the Snapshot Quantity is correct, you don't need to do anything! <WRAP clear/> +This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! 
-{{ :mobile:stocktake_updated.jpg?nolink |}}<WRAP clear/>+
  
 +{{ :en:mobile:user_guide:pasted:20210824-030928.png?600 |}}
  
 <WRAP clear/> <WRAP clear/>
  
 +====  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.
  
-====7. When you are finished...====+<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 ==== 
 + 
 +You can adjust batch-specific information or add new batches by clicking the item's **Batches** icon.  
 + 
 +{{ :en:mobile:user_guide:stocktake_batches.png?600 |}} 
 + 
 +In this example there is only one batch of paracetamol.  
 + 
 +{{ :en:mobile:user_guide:stocktake_batches_paracetamol.png?600 |}} 
 + 
 +If there are multiple batches: 
 +  * **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. 
 + 
 +{{ :en:mobile:user_guide:stocktakes_batches_ibuprofen.png?600 |}} 
 + 
 +  * **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.  
 + 
 +{{ :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**. Click **Finalise**.
  
Line 97: Line 141:
  
 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. 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|]]** //  |
  • en/mobile/user_guide/stocktakes.1571866719.txt.gz
  • Last modified: 2019/10/23 21:38
  • by Emily Porrello