Locations

• Click on 'Locations' and a list of all locations available should come up.
• Filter by name or 'on hold' by using the 'Filters' dropdown list on top. Both options should work.
• The 'Export' button on the right top corner should also be enabled.
• After clicking on 'Export' a new window opens up, in which we can choose where the file should be saved.
• By clicking on 'cancel' the window closes and nothing happens
• By clicking on 'Save' a .csv file is downloaded with all locations.
• Click on any location line and a new window will prompt for you to edit name and code
• If you change any field and click 'cancel' no changes should be saved.
• If you change any fields and click 'ok' the changes should be saved.
• If you change any fields and click 'ok & next' the changes should be saved and the information from the next row should come up on the screen.
• Try to Delete line, there should be a confirmation dialog, click ‘Yes’, the line should be deleted in the list
• Try to Delete line again, click ‘No’, the line should NOT be deleted in the list. Adding a location
• Click ‘New location’ to add a new location. A new window will appear.
• Add a new location, fill up all the fields, click 'save'. The newly added item should be shown on the list.

View Stock

• Click on 'View stock' and a list of all stock available should come up.
• Filter by Code or name, Location and expiry date by using the 'Filters' dropdown list on top. All options should work.
• The 'Export' button on the right top corner should also be enabled.
• After clicking on 'Export' a new window opens up, in which we can choose where the file should be saved.
• By clicking on 'cancel' the window closes and nothing happens
• By clicking on 'Save' a .csv file is downloaded.
• Click on any item line and a new window will prompt with more details like pack Qty, Cost Price, etc

• • 

• You should be able to edit the details if you have the correct permissions
• If you click on 'On hold' no stock can be issued from that specific batch.
• If you click 'cancel' the window should close and nothing changes.
• If you click on 'Ok' the changes are saved.
• At the very bottom of the screen you should be able to change the number of rows per page.

Stocktakes

• Make sure your user account has permission to do Stocktake processes like New, Edit, Delete, etc.
• Open Stocktakes, a list of existing Stocktakes should come up.
• Button ‘New stocktake’ should be enabled
• Click the ‘New stock take’ and create a new stock take. Stock take sheet window will open and the cursor will show:
• option to start from a Masterlist, with a drop down list, according to store visibility
• option to start from a location, with a drop down list.
• option to start from "Items with Stock", with a checkbox. All options above should take you to the stocktake initial page with appropriate outcome. ex: if selected from Masterlist, all items form that specific Masterlist should appear.
• On the left corner, click on 'Description' and type something.The information should be saved.
• Click on the top button “Add item" and you can search by item name or code
• Click ‘Add new’, the newly added item should be shown on the list.
• Batch, pack size, counted packs and expiry date are editable fields.
• If 'Reason' is configured on mSupply central server, you can add 1 from the dropdown list.
• If you press 'cancel' it takes you back to the main page and no new line will come up.
• If you add item details and press 'OK' it takes you back to the main page and the new line if there.
• If you add item details and press 'OK & next' a new window will come up for you to add another item to the stocktake. The previous item is saved and available on the main list.
• Select a line , the checkbox should be active. Click on 'Actions' and 'Delete selected lines'. There should be a confirmation dialog, click ‘Yes’, the line should be deleted in the list
• Try to Delete line again, click ‘No’, the line should NOT be deleted in the list.
• Click on 'More' on the right corner of the screen
• Add a Comment. The information should be saved.
• If you click 'Delete', a message will come up asking if you would like to delete the stocktake. If you press 'cancel', it takes you back to editing details. If you press 'yes' the whole stocktake will be deleted,
• When you double click on any item line, a new window will cone up. All fields must be enterable except for ‘# packs’
• 'Add batch' button should be enabled
• When you add a batch, a new item line comes up
• If you click on 'Expiry', a calendar window will come up. A month and year should be selected before the window closes
• 'Reason' has a drop down list of reasons configured for the store
• If 'counted packs' is not equal to ''snapshot packs', a 'Reason' must be provided before you click on 'Ok', otherwise a warning message comes up
• Try changing the ‘Counted packs', the change should reflect on the dropdown option also.
• Check the Log tab, all your changes must show in the Log list.
• Test the ‘Order by’ button. It should sort properly depending on the option you selected.
• Test the ‘Print’ button. For ‘General’, the output should match depending on the option you chose.
• Finalised Stocktake
• Once the process is done, the Stocktake is Finalised. When status = Finalised, you should not be able to edit any details.