Test: Stock Movement Workflows - msupply-foundation/open-msupply GitHub Wiki
Before you get started
- This test suit is designed to test in a single store environment (e.g. not between Store A and Store B, but rather all actions are taken within a single store). In future, the test suit will be expanded to include more scenarios.
- When testing, you will mostly be checking 3 areas of Admin:
Catalogue -> Items
,Inventory -> View Stock
andLedger
. Catalogue -> Items
can be found here:
Inventory -> View Stock
can be found here:
Ledger
can be found by going toInventory -> View Stock
and clicking on a specific item, then navigating to theLedger
tab:
Inventory Adjustments / Item ledger
Change via stocktake
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Do a stocktake and increase the number of units of this specific item.
- Finalise this stocktake.
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The increase via stocktake should have created a new ledger line
Change via positive inventory adjustment of an existing stock line
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Do an inventory adjustment and increase the number of units of this specific item.
- 'increase/decrease' drop down should work, you can type the number of packs and adjust the reason, if any are enabled.
- Finalise by clicking on the button 'save'.
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The increase via stocktake should have created a new ledger line
Change via positive inventory adjustment on a new stock line
- Go to stock and click on the button on the top right 'New stock'
- Choose an item from the catalogue and add details like batch, number of units and expiry date.
- If 'Reason' is configured, choose an option form the drop down list
- Finalise by clicking on the button 'save'.
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The increase via stocktake should have created a new ledger line
Change via negative inventory adjustment
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Do an inventory adjustment and decrease the number of units of this specific item.
- 'increase/decrease' drop down should work, you can type the number of packs and adjust the reason, if any are enabled.
- Finalise by clicking on the button 'save'.
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The decrease via stocktake should have created a new ledger line
Change via Outbound Shipment
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to 'Outbound shipments' and create a new shipment.
- Add 2 units of the item you chose to be tested
- Confirm the shipment as 'Shipped'
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The increase via stocktake should have created a new ledger line
Change via Inbound Shipment
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to 'Inbound shipments' and create a new shipment.
- Add 2 units of the item you chose to be tested
- Confirm the shipment as 'delivered'
- Confirm the shipment as 'verified'
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The increase via stocktake should have created a new ledger line
Change via Dispensing
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to 'prescriptions' and create a new prescription
- Add 2 units of the item you chose to be tested
- after adding units and confirming, the status changes from 'new' to 'picked'
- Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. The decrease via dispensing should have created a new ledger line
- Go to the prescription module, select the 'picked' prescription and delete it by clicking on 'actions Go back to 'stock' and click on the stock line selected to be tested
- Check the ledger tab. Because the prescription was deleted, the ledger line is erased.
- After deleting the 'picked' prescription, the quantity goes back to the initial point.
Change via Customer Return
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to Outbound shipments and create a new Customer return
- Add 2 units of the item you chose to be tested
- Confirm the status as 'verified'
- Go back to 'stock'
- The increase via Customer Return should have created a new stock line. If you check the ledger tab it should say 'Customer return'
Change via Supplier Return
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to Inbound shipments and create a new Supplier return
- Add 2 units of the item you chose to be tested
- Confirm the status as 'verified'
- Go back to 'stock'
- The decrease via Supplier Return should have created a new stock line. If you check the ledger tab it should say 'Supplier return'
Change via Repack all packs from 1 specific item line
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to 'repack' and double the package size. If pack size =1, make it 2, and so on.
- Confirm the repack
- Automatically the ledger tab will have the total quantity repacked with a negative sign. If repacked 80 packs, it will show -80
- Go back to items view. New item lines with correct pack size will be created.
- You should not be able to see any lines containing the old pack size.
- Check the ledger tab. The changes via repacks should have created a new ledger line
Change via Repack only a few packs from 1 specific item line
- Go to stock and choose a stock line to be tested. Take notes of the batch.
- Go to 'repack' and double the package size. If pack size =1, make it 2, and so on.
- Confirm the repack
- Automatically the ledger tab will have the total quantity repacked with a negative sign. If repacked 80 packs, it will show -80
- Go back to items view. New item lines with correct pack size will be created.
- Check the ledger tab. The changes via repacks should have created a new ledger line
- Go back to items view. The old pack size is still there, with the remaining packs.
- Check the ledger tab. The changes via repacks should have created a new ledger line
Inbound Shipments
- Start off by creating a new Inbound Shipment.
- When status is
New
, the item quantity underCatalogue -> Items
&Inventory -> View Stock
is not updated. Deleting a batch fromNew
inbound shipment will not update the stock levels either. - When status is updated to
Delivered
, the item quantity underCatalogue -> Items
is updated.Inventory -> View Stock
will now show an extra line with the batch number you just added, and thePack Qty
should match the quantity you entered previously. If you are entering multiple batches of the same item, then 2 separate lines will show, now one with the combined quantity. - Deleting a batch from
Delivered
inbound shipment should update the quantity underCatalogue -> Items
.Inventory -> View Stock
will be updated also - if one batch is deleted, then just that specific line will be removed. - Back to adding the items -> Ledger should update the quantity with
Type
set toInbound Shipment
- Changing the status to
Verified
should not have any impact on the stock levels.
Outbound Shipments
- Start off by creating a new Outbound Shipment.
- When entering a new
Outbound Shipment
, you will select an item and quantity you want to issue - for example, 20 packs of 1 tablet each. At this point, Outbound Shipment is still inNew
and is not affecting any stock levels. Deleting a batch fromNew
outbound shipment will not update the stock levels either. - When pressing
Confirm Allocated
, it will change the item quantity underCatalogue -> Items
, but will not change it underInventory -> View Stock
.Ledger
will not have any updates at this stage either. Deleting an item/batch will reverse any changes done toCatalogue -> Items
- e.g. the item should return back to the original quantity. -
Confirm Picked
-> the item quantity underCatalogue -> Items
stays the same, andInventory -> View Stock
quantity has now changed.Ledger
will be updated with the Outbound Shipment's details and the quantity will be displayed as something like '-20'. -
Confirm Shipped/Delivered/Verified
do not have any further changes on the stock levels.
Inbound Returns
- Start off by creating a new Inbound Return.
- When selecting an item returning, enter the quantity that is being returned to the store ->
Inbound Return
is sitting asNew
. At this stage, bothCatalogue -> Items
andInventory -> View Stock
quantities are unchanged.Ledger
does not have any updates. -
Confirm Delivered
->Catalogue -> Items
quantity is updated to include the returned quantity, andInventory -> View Stock
will now have a new extra line for the returned quantity.Ledger
for that entry is updated with the quantity being added andType Inbound Return
. -
Confirm Verified
does not have any further changes on the stock levels.
Outbound Returns
- Start off by creating a new Outbound Return.
- When selecting an item to return, enter the quantity that is going to be returned ->
Outbound Return
is sitting asNew
. At this stage,Catalogue -> Items
quantity is unchanged andInventory -> View Stock
quantity is unchanged.Ledger
does not have any updates. -
Confirm Picked
->Catalogue -> Items
quantity is updated to exclude the returning quantity, andInventory -> View Stock
quantity has also changed.Ledger
will be updated with the Outbound Shipment's details and the quantity. -
Confirm Shipped/Delivered/Verified
do not have any further changes on the stock levels.
Repacks
Repack all packs from 1 specific item line
- Go to 'stock' and choose a stock line to be tested. Take notes of the batch.
- Click on the stock line and on the button 'repack'
- Choose to repack ALL available packs
- Double the package size. If pack size =1, make it 2, for example.
- Confirm the repack
- Go back to item view and use the filter to find the item you chose to test. The stock lines should have been updated with the correct pack size.
- You should not be able to see any lines containing the old pack size.
- Check the ledger tab. The changes via repacks should have created a new ledger line. If repacked 80 packs, it will show 80
Repack only a few packs from 1 specific item line
- Go to 'stock' and choose a stock line to be tested. Take notes of the batch.
- Click on the stock line and on the button 'repack'
- Choose to repack only half of the available packs
- Double the package size. If pack size =1, make it 2, for example.
- Confirm the repack
- Automatically the ledger tab will have the total quantity repacked with a negative sign. If repacked 20 packs, it will show -20
- Go back to item view and use the filter to find the item you chose to test. New stock lines should have been created with the correct pack size.
- Under ledger tab of these new line, the changes via repacks should have created a new ledger line. If repacked 20 packs, it will show 20
- Go back to items view. The old pack size should be there, with the remaining packs you did not repack.
Stocktakes
- Before testing Stocktakes, take note of an item you are testing and take down the quantity - for example, I am testing Ibuprofen Tablets 400mg.
- When creating a new Stocktake, add the item you are testing to that Stocktake and enter the
Counted Packs
quantity. If the Stocktake isNew
, the quantity of the item will remain unchanged underCatalogue -> Items
or underInventory -> View Stock
. - When the Stocktake is
Finalised
, the quantity of the item will should change underCatalogue -> Items
and underInventory -> View Stock
. UnderInventory -> View Stock
, the batch you edited will reflect the updated quantity instead of it being shown as a new line. - When testing, it is important to test both scenarios - Stocktakes that increase stock and Stocktakes that decrease stock. Also, change the quantity of several batches to make sure the updates are being shown correctly under
Inventory -> View Stock
.
Prescriptions
- Before testing Prescriptions, take note of an item you are testing and take down the quantity - for example, I am testing Mebendazole Chewable Tablets 100mg.
- When creating a new Prescription, add an item you are testing -> as soon as you press 'OK', the status of the prescription is going to change from
New
toPicked
. At this point, the item quantity is going to go down underCatalogue -> Items
andInventory -> View Stock
. UnderInventory -> View Stock
, you can click on a batch you prescribed and underLedger
you should be able to see the stock movement with Prescription set as Type. - Changing the quantity prescribed, adding another batch or deleting a prescription should reverse the changes displayed under
Catalogue -> Items
andInventory -> View Stock
. - Confirming prescription as
Verified
should not have any further changes on the item quantity and you should not be able to edit the prescription either.