en:mobile:user_guide:stocktakes_program

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en:mobile:user_guide:stocktakes_program [2019/10/23 21:33] – [5. If prompted, enter a reason for inventory adjustments] Emily Porrelloen:mobile:user_guide:stocktakes_program [2020/06/09 05:29] (current) – [Click on Stocktakes] Mark Prins
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 [[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}}]]
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-===== 9. Stocktakes (Program) =====+===== Stocktakes (Program) =====
  
 You would like to perform a stocktake for all the items in a [[https://docs.msupply.org.nz/items:programs|program]]. You would like to perform a stocktake for all the items in a [[https://docs.msupply.org.nz/items:programs|program]].
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 You need to create a **Program Stocktake**, which will automatically populate your stocktake with items in the program. You need to create a **Program Stocktake**, which will automatically populate your stocktake with items in the program.
  
-==== 1. Click on Stocktakes =====+==== Click on Stocktakes =====
 {{ :mobile:021stocktake.jpg?600 |}} {{ :mobile:021stocktake.jpg?600 |}}
  
-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.)
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 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.
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 {{ :en:mobile:user_guide:stocktake_program_name.png?600 |}} {{ :en:mobile:user_guide:stocktake_program_name.png?600 |}}
-==== 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. 
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 {{ :en:mobile:user_guide:stocktake_program_quantities.png?600 |}} {{ :en:mobile:user_guide:stocktake_program_quantities.png?600 |}}
-==== 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. If your stocktake screen shows a **Reason** column, you must enter a reason for any positive or negative inventory adjustments.
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 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. 
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 {{ :en:mobile:user_guide:stocktakes_batch_reason_manual.png?600 |}} {{ :en:mobile:user_guide:stocktakes_batch_reason_manual.png?600 |}}
  
-Note: The main 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 for an item's inventory adjustment. 
 +====When you are finished...====
 Click **Finalise**. Click **Finalise**.
  
-{{mobile:finalise.png?nolink 80|}} +{{mobile:finalise.png?nolink |}}<WRAP clear/>
  
 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.
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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.
  
-This can take some time but remember - if the Snapshot Quantity is correct, you don't need to do anything!+\\ 
 +\\ 
 +|  //  Previous:  **[[en:mobile:user_guide:stocktakes|]]** // | //  Next:  **[[en:mobile:user_guide:mobile_dashboard|]]** // |
  • en/mobile/user_guide/stocktakes_program.1571866426.txt.gz
  • Last modified: 2019/10/23 21:33
  • by Emily Porrello