Stocktakes

Counting and adjusting stock

mSupply will automatically keep track of your stock levels for you, as you receive and distribute it. But sometimes data gets entered incorrectly or stock goes out without anyone making an entry in the system.

Of course, we try not to let that happen but, if it does happen, we can make corrections. The easiest way to correct mistakes is to do a Stocktake.

In mSupply, you can easily do a stocktake for:

A full inventory
A limited range of items
A single item

Viewing Stocktakes🔗

To view your stocktakes, go to Inventory and then Stocktakes in the navigation panel:

Stocktake: nav

This brings up a list of all your stocktakes:

Stocktake: list

For each stock stake you can see:

The stock take number
The stock take status. There are two stock take statuses:
- New: a stocktake you are still working on
- Finalised: a stocktake that has alredy been performed. You can no longer edit it.
A description of the stocktake (eg. March Stocktake)
If any, a comment about the stoctake
The date of the stock take

There is little point in keeping old stocktakes with status = NEW, especially if you are about to create a new stocktake containing the same items. Indeed, it can be quite dangerous to leave old stocktakes with status NEW in your system. If time has passed since the stocktake was created, then the snapshot and actual quantities are almost certainly incorrect. For good housekeeping reasons, it is good practice to delete old NEW stocktakes.

Creating a new stock take🔗

Let's start a new stocktake. To do so, tap on the New Stocktake button in the right corner of the screen.

Stocktake: new

A window appears, where you can opt to create a stocktake based on items in a master list, items in a particular location, items that are in stock, or an empty stocktake:

Stocktake: Add item

Click on OK when you have selected the option you would like.

The stocktake will then be created, and existing stock lines will be used to populate the values for batch, expiry, pack size and snapshot number of packs. The lines show as light blue, and will change to black when a value is entered for the counted quantity.

You are not able to edit the pack size of stocktake rows which are linked to an existing stock line. If you wish to repack, you can delete the row and add a new row or rows, as necessary.

Stocktake with placeholders

Don't worry if an item is missing from your newly created stocktake. You will have the possibility to add more items to your stocktake afterwards.

Entering reasons🔗

If you have inventory adjustment options configured in your central server, then you are required to enter a reason when the counted number of packs specified does not match the snapshot number of packs.

For example, entering 25 for the counted quantity of Paracetamol, will add a red * to the right of the Reason input and show the negative inventory adjustment reasons:

Stocktake reasons

If you try to save the stocktake row without entering a reason you will see an error:

Stocktake reasons

and the stocktake row that requires a reason to be entered will be highlighted in red as shown below.

Stocktake reasons

Printing Stocktake sheet🔗

When viewing a specific Stocktake, simply click the Print button which is on the top right of the page. When printing, a PDF file is generated for you, which will then open in a new browser tab. This can then be printed using your browser by clicking print or using control+P (if using windows) or cmd+P keys on your keyboard (if using a mac).

Print button

This will either

Show a menu of possible reports for you to select from before creating a PDF. This will happen if there are more than one report defined for the Stocktake report type.
Create a PDF immediately, if there is only one report to select from

Print menu

Filtering lines🔗

The list of stocktake lines can get very long if you have a large stocktake. To make working with the stocktake easier to manage, you can filter the list by item name or code.

Simply enter some or all of an item code in the filter input:

Filter by code

or, enter some of an item's name:

Filter by code

You can also group the lines by item by enabling the Group by item switch.