V2.1.0 Release Testing • Stock Movement Workflows: Inventory Adjustments / Item Ledger

[marthakeezy]

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 Inbound 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 inbound return
• Add 2 units of the item you chose to be tested
• Confirm the status as 'verified'
• Go back to 'stock' and click on the stock line selected to be tested
• Check the ledger tab. The decrease via Inbound Return should have created a new ledger line

Change via Outbound 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 outbound return
• Add 2 units of the item you chose to be tested
• Confirm the status as 'verified'
• Go back to 'stock' and click on the stock line selected to be tested
• Check the ledger tab. The increase via Outbound Return should have created a new ledger line

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

[marthakeezy]

Build test passed! :) ✅