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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| en:mobile:user_guide:stocktakes [2019/10/23 21:45] – Emily Porrello | en:mobile:user_guide:stocktakes [2022/03/31 23:36] (current) – [Select the items you wish to count] formatting 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!< | ||
| - | ====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... | ||
| - | ====2. Click on New Stocktake==== | + | ==== Click on New Stocktake==== |
| {{ mobile: | {{ mobile: | ||
| - | ====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 |
| - | + | {{ : | |
| - | If you want to include every item or most items, | + | If you want to include every item or most items, |
| - | + | {{ : | |
| - | ====4. Give your stocktake a logical name ==== | + | To hide items with 0 stock, select the **Hide Stockouts** toggle. |
| + | {{ : | ||
| + | | ||
| + | ==== Give your stocktake a logical name ==== | ||
| For example, 'April Full Stocktake' | For example, 'April Full Stocktake' | ||
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| <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:// |
| 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. | ||
| - | ====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! | + | This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! |
| - | {{ : | + | |
| + | {{ : | ||
| <WRAP clear/> | <WRAP clear/> | ||
| - | ==== 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. 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. | ||
| - | ====9. When you are finished...==== | + | ==== When you are finished...==== |
| Click **Finalise**. | Click **Finalise**. | ||
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| 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. | ||
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| + | | // Previous: | ||