Locations

• Go to Inventory -> Locations: here you will be able to see a list of locations currently added to your store. If nothing is showing there, you are probably just starting out! :)
• In the top right, you can click New Location -> this will bring a pop-up window where you can edit the details. Enter the name, the code and choose a cold storage type with temperature ranges which you want to associate with your location. If no options are available, you will need to add location types in mSupply.
• Clicking On Hold will put location into an on hold state, meaning goods in this location cannot be selected for issue to customers. Goods can be moved in to, and out, of the location but they cannot be issued from that location.
• To test the above, choose one location you will put on hold and try issuing stock from it using different scenarios - e.g. move stock to a different location, try dispensing an item from an on hold location etc.
• Once all the changes are done, save your location by clicking Ok or by clicking Ok & Next if you are adding multiple ones.
• You can also export your location list -> clicking on Export button will download a CSV file to your device. Make sure all the details are matching, and that locations that are not on hold have FALSE in the respective column.
• Make sure filtering, sorting, rows per page and clicking between different pages work as expected.
• You should also be able to delete a location.
• To test location volumes, use the diagram below and see if the values are showing up correctly

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

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• 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.