Stock

One of the most important - but easiest - tasks in mSupply is to check how much stock you have on hand. When you create an Outbound Shipment and add an item, mSupply will tell you if you have enough stock. But at many other times, you might want to quickly check, and it is very simple to do so.

Viewing stock🔗

In the navigation panel, Go to Inventory and tap on the Stock submenu:

A detailed list of your inventory appears:

The list is divided into 9 columns:

Looking for a specific item🔗

You can filter the list by item name or code, location or by expiry. This can be useful if you're looking for one particular item.

Click on the Filters to show the available filters, select an option, for example Code or Name, and type as much of an item name or code in the Code or Name field:

Exporting Stock🔗

The list of Stock can be exported to a comma separated file (csv). Simply click the export button (on the right, at the top of the page) to download the file:

The export function will download all stock lines, not just the current page, if you have more than 20 of them.

Creating a new stock line🔗

To create a new stock line, click the New Stock button in the top right of your screen.

The Stock Line Details window will appear, where you can select the item you are creating this new stock line for.

You can look up an item by:

• Reading through the list of available items
• Typing some or all of the item name
• Typing some or all of an item code

Click on the name, or use the arrow keys to navigate to your desired item and press Enter.

After selecting an item, you can enter the information for this new stock line. You must at least provide a pack quantity and pack size.

If you have inventory adjustment reasons configured in your central server, then you are also required to enter a reason when creating a new stock line.

If this is the case, the reason input will be enabled as below:

Once you are happy with the batch information, click OK. This will save your new stock line by creating an Inventory Adjustment. You will be redirected to the Stock line details page.

Viewing stock line details🔗

To view the details on a specific batch, click that line from the View Stock list view. You will be redirected to the Stock details page.

Details tab🔗

On the main Details tab, you can view and change the properties of this batch.

Once you are happy with your changes, press the Save button in the bottom right. You can also use the Cancel button to reset your changes.

You'll note that you can't edit Pack Qty or Pack Size from this view. You can do this via Repacks and Adjustments.

Updating barcode🔗

This feature is available when running either the android or desktop versions of Open mSupply. There is an additional button shown when editing a stock line:

Clicking this will start the barcode scanner - if one is attached, when running desktop. If running on android, the camera on the device is used. If a barcode is scanned successfully, then the barcode field is populated with the scanned value. If a QR code which has a batch and expiry information is scanned, then these fields on the stock edit window are also populated from the scanned code.

Once you have updated the barcode, this code is associated with the item, for this particular pack size. This item will now be automatically detected when adding items to an Outbound Shipment using a barcode scanner.

Barcodes updated in this way will also synchronised with other stores, which means that codes you scan here will allow other stores to automatically add these items to Outbound Shipments using a barcode scanner.

Log tab🔗

To see changes made to this stock line, you can click the Log tab. The list shows details of each change, along with the date and time of the change and the user that made the change.

Ledger tab🔗

The Log tab shows changes relating to the batch, such as changes in location or pricing. The Ledger tab shows the stock movements for a particular stock line. These could be the result of Inbound/Outbound Shipments, Returns, Repacks or Inventory Adjustments.

Repacking stock🔗

The repack feature gives us the ability to break down stock into smaller pack sizes, consolidate it into larger pack sizes or move part or all of a stock line to a new location.

In the top right corner of the stock line detail page, click the Repack button.

To begin with, the stock line won't have any repacks showing, so you'll see a window like this:

Click the New button to start a repack:

From here, you can enter the number of packs which you'd like to repack, up to a maximum of the current number of packs in stock (represented by the number next to Packs available) - in this case there are 5779 packs available.

You can then enter a new pack size, and optionally, enter a location for the new stock. The New number of packs is calculated automatically. Click Save to save the changes. Clicking Print will allow you to print details of this repack action.

The repacks made from this stock item are shown in a list:

Clicking on one of the lines will show details of the repack, and allow printing of it:

Click the Cancel button at any time to close the repack modal.

Adjusting stock level🔗

The Adjust feature gives us the ability to increase or decrease the stock level of a single batch, without needing to go through the full stocktake process.

In the top right corner of the stock line detail page, click the Adjust button.

A new window will open, where you can enter whether you would like to increase or decrease the quantity of packs, and by how many.

If you have inventory adjustment reasons configured in your central server, then you are also required to enter a reason when adjusting the pack quantity.

If this is the case, the reason input will be enabled as below:

When you are ready to adjust the stock level, click the OK button. You will then see your updated pack quantity in the Details tab, and can review the adjustment in the Ledger tab.

Click the Cancel button at any time to close the adjust modal.