Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| en:mobile:user_guide:stocktakes_program [2019/10/23 21:12] – [7. Edit batch-specific information] Emily Porrello | en:mobile:user_guide:stocktakes_program [2020/06/09 05:29] (current) – [Click on Stocktakes] Mark Prins | ||
|---|---|---|---|
| Line 2: | Line 2: | ||
| [[en: | [[en: | ||
| ---- | ---- | ||
| - | ===== 9. Stocktakes (Program) ===== | + | ===== Stocktakes (Program) ===== |
| You would like to perform a stocktake for all the items in a [[https:// | You would like to perform a stocktake for all the items in a [[https:// | ||
| Line 8: | Line 8: | ||
| You need to create a **Program Stocktake**, | You need to create a **Program Stocktake**, | ||
| - | ==== 1. Click on Stocktakes ===== | + | ==== Click on Stocktakes ===== |
| {{ : | {{ : | ||
| - | When your store has access to at least one program, creating a Stocktake will prompt you to choose from either a **Program Stocktake** or a **General Stocktake.** | + | When your store has access to at least one program, creating a Stocktake will prompt you to choose from either a **Program Stocktake** or a **General Stocktake.**\\ |
| + | Note: In the **Program Settings** section of the master list - one of the **Tag**s must be assigned to the store you are working in. | ||
| (To create a regular stocktake, click the **General Stocktake** button and continue as usual.) | (To create a regular stocktake, click the **General Stocktake** button and continue as usual.) | ||
| Line 17: | Line 18: | ||
| Let's create a program stocktake... | Let's create a program stocktake... | ||
| - | ==== 2. Click on Program Stocktake ===== | + | ==== Click on Program Stocktake ===== |
| Select the **Program** from the dropdown list and give the stocktake a logical name. | Select the **Program** from the dropdown list and give the stocktake a logical name. | ||
| Line 24: | Line 25: | ||
| {{ : | {{ : | ||
| - | ==== 3. This will bring up the Stocktake Editor ===== | + | ==== This will bring up the Stocktake Editor ===== |
| The stocktake is pre-populated with items from the program. | The stocktake is pre-populated with items from the program. | ||
| Line 39: | Line 40: | ||
| {{ : | {{ : | ||
| - | ==== 4. 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. | ||
| - | 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 the **Difference** column. |
| - | ==== 5. If prompted, enter a reason for inventory adjustments ===== | + | This can take some time but remember - if the **Snapshot Quantity** is correct, you don't need to do anything! |
| + | |||
| + | ==== 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. | ||
| <WRAP center round important 50%> | <WRAP center round important 50%> | ||
| **[[https:// | **[[https:// | ||
| </ | </ | ||
| - | |||
| - | If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments. | ||
| 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. | 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. | ||
| Line 60: | Line 63: | ||
| To change the reason, click on the cell again. | To change the reason, click on the cell again. | ||
| - | ====7. 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. | ||
| Line 81: | Line 84: | ||
| {{ : | {{ : | ||
| - | Note: The stocktake screen will only show the most common reason among the batches. | + | When you are finished making changes in the **Batches** screen, click **OK**. |
| - | ====7. When you are finished...==== | + | |
| + | Note: The main stocktake screen will only show the most common reason among the batches | ||
| + | ====When you are finished...==== | ||
| Click **Finalise**. | Click **Finalise**. | ||
| - | {{mobile: | + | {{mobile: |
| 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. | ||
| Line 91: | Line 96: | ||
| 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. | ||
| - | This can take some time but remember - if the Snapshot Quantity is correct, you don't need to do anything! | + | \\ |
| + | \\ | ||
| + | | // Previous: | ||