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Stock lists serve a special function in Openboxes. A stock list is exactly what it sounds like - a list of items that PIH would like to keep in stock at a certain facility. The stock list serves as a distribution tool for that facility, prompting the depot to distribute the right quantities to the facility on a regular basis.
👁 View and Print
✏ Create and Edit
Stock lists can only be edited by users with administrator permissions. For instructions, see Manage Stock Lists .
Implementer Example - Partners in Health
Here is an example of a stock list system used by Partners in Health at JJ Dossen Hospital in Harper, Liberia.
Every month, PIH's central warehouse delivers stock to the pharmacy at JJ Dossen Hospital
PIH has a "stock list" for JJ Dossen that includes all of the items that we want to send to JJ Dossen monthly, and the quantity we think they need monthly. This list exists in Openboxes and on paper forms
Once per month, the pharmacist at JJ Dossen fill out the paper form. They enter the total quantity of each item on hand. The total quantity filled equals the max qty on the form minus the qty on hand
The PIH warehouse receives the form and creates a stock movement from a stock list. Because the stock list exists in Openboxes, the stock movement will preload the entire list. The warehouse team can then make changes based on the data provided on the form.
A shipment is sent based on the stock list form. We can track in Openboxes exactly what was requested vs. what was sent and why
Should I use stock lists in Openboxes?
That depends on your situation! If you have a scenario where you are sending the same items to the same place over and over again, creating a stock list is a great way to reduce the time involved in that process. If you have questions about how to set up a stock list system, check the configuration guideTo view all of the stock lists in OpenBoxes, go to Stocklists > List stocklists in the menu
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This will bring up a list of all of the stock lists in the system. You can search by the list name, or filter by the origin and destination locations to find the stocklist you want to view:
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Once you find you stock list, click the name to open the view page:
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On this page, you can see all of the key details about the list. On the left, you can see the name, origin, and destination. You can see who manages the stock list. This person is responsible for making edits and keeping everything up to date. The left bar also shows you the replenishment period for a stock list. This is the number of days between scheduled replenishments, which is the length of time the stock is expected to last.
On the view page, you can download a copy of the stock list in PDF or excel. Next to the download button, there is also an option to email the stocklist to yourself or others. Selecting that option will bring you to a page where you can add recipients and update the subject and body of the email. Press send to send the message.
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If, instead of viewing a full stocklist, you want to see all lists that contain a particular product, you can see the on the manage stock lists page. This page can be accessed by a product’s electronic stock card:
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Clicking on the manage stock lists button brings you to a page that lists all of the stocklists that this product appears on, by origin depot. You can see the same basic information available on the stock list view page, and can also print to pdf, excel, or email.
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✏ Create and Edit
Stock lists can only be edited by users with administrator permissions. For instructions, see Manage Stock Lists .