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    • Configure stock card template for UI viewing
    • Conduct a physical stock count on a schedule
    • Track ins/outs of stock
      • Transfer in/out (to/from a facility within OpenLMIS and out)
      • Adjustments
    • View stock cards and stock on hand
    • Historical movements/corrections
    • Notifications on low stock

Assumptions

User Stories

. SOH for the product is set as NULL (not 0).
  • Note: Storeroom manager will likely do a physical stock count for all products to update SOH. Till this is done, SOH should be NULL
    • Avoid setting SOH = 0 since this will trigger low stock/stock out notifications ( Image Removed OLMIS-1430 TO DO ) and skew any reports on SOH
    #TitleUser StoryLabelImportanceNotes
    1

    Configure fields on the electronic stock card


    As an OpenLMIS implementer, I want to set-up the stock card to specify which fields to display, the name of each field and the order of the fields so that the stock card is easy to navigate and relevant to OpenLMIS users in my implementation managing their stock at a facility.


    OLMIS-706


    SIIL


    		Must Have

    • For each Program-Facility Type combination, the following fields are available to choose from when designing a stock card template:
      (Header Options)

      • Facility Name (required)
      • Product name (required)
      • Packsize (optional)
      • Program (required) -
      • Donor (optional) - text string
      • Unit of issue (required) - dispensing unit
      • Stock on Hand (required) - same as balance and is calculated based on the beginning balance, issued, received, and adjustments. see SOH for requisitions. If needed we may need to make separate sub tasks or tickets to break this out.
      • Max Months of Stock: Source referencedata maxmonthsofstock and rounding rules (optional) Image Removed OLMIS-887 DONE
      • Min Months of Stock (optional) Image Removed OLMIS-978 TO DO
    2Create electronic stock cards for a facility

    As a storeroom manager, I want to see electronic stock cards for all my products when my facility is set up so I can begin tracking stock movements at my facility.

    Being able to view by facility (and geographical area?) is an important requirement of this story.


    OLMIS-1431

    		SIILMust Have

    1. When implementer initially configures the master product list and associates products to facility types, a blank electronic stock card is generated for all of the facility approved products.

    • Whatever information - such as product name, program, etc. - is available from the product list should be pre-populated. Everything else should be blank.

    2. When a new product is added to a facility's product list, a blank electronic stock card is created for the product

    • Whatever information - such as product name, program, etc. - is available from the product list should be pre-populated. Everything else should be blank.


    3View current electronic stock card for a product

    As a storeroom manager, I want to be able to see the electronic stock card with all transactions for a product that exists at my facility so that I can see what transactions contributed to my current stock on hand for that product.

    OLMIS-625

    		SIILMust Have

    Scope out:

    • User accesses the electronic stock card through the View SOH by program/facility page
    • Min and Max month calculation
    • Activities are listed in reverse chronological order, with the most recent activity first
    4Conduct physical stock count

    As a storeroom manager I want to be able to make adjustments to vaccines in my inventory via a process that mimics the physical stock count I perform so that I can keep my electronic inventory synced with my physical inventory.


    OLMIS-532

    		SIILMust Have

    Acceptance criteria

    1. Display list of products, current SOH quantities, and programs

    • Display donor if information is being collected/displayed on the electronic stock card

    2. User can sort list by product name, program name, or SOH

    3. User can search by product name

    • Allow search by lot number if lot management is “on”

    4. User enters physical stock on hand for selected products

    5. User also enters the following information:

    Looking forward:

    If lot management is "on", physical count will need to be done by lot.

    • Display lot numbers and quantities in each lot along with list of products
    • Allow searching by lot number to select products
    5Make stock adjustment

    As a storeroom manager I want to make adjustments/changes to the information on the electronic stock card so that I can record any changes that have occurred in my actual stock (ensuring that my electronic and physical stock amounts are the same)

    Should include: Date, quantity, reason fields (mandatory); reason itself will tell debit or credit

    OLMIS-2096

    OLMIS-19

    		SIILMust Have

    Batch action to be included?

    6Perform ad-hoc receipt/issue

    As a storeroom manager I want to be able to perform an ad hoc receipt/issue to record vaccine movements that were not part of the routine process so that I can keep my electronic inventory up to date.

    OLMIS-634

    OLMIS-635

    		SIILNice to haveThese ad hoc vaccine movements are important to record in the stock card, but they are listed as Nice to Have since the same amounts can be recorded in the general "adjust






    Diagrams

    Dependencies

    DescriptionLink


    Open Questions

    Below is a list of questions to be addressed as a result of this requirements document:

    #QuestionOutcomeStatus
    1In terms of personas, the DIVO, storeroom manager, and intermediate level logistician all record stock movements and monitor stockouts. Should they be called out separately in the user stories?

    2Should we address lot management in v3.3?

    3


    Out of Scope