PharmacyCopilot Docs

FAQ & Troubleshooting: Inventory & Purchasing

Common questions about stock adjustments, transfers, stock takes, and requisitions.

Which adjustment type should I pick?

See Creating a Stock Adjustment — each of the 7 types routes to a different accounting entry. If the cause isn't one of the specific ones (damaged, expired, lost/theft, returned to supplier), use "Stock Correction" as the safe default for a routine count fix.

Can I skip straight to Completed on a stock transfer?

Yes — a transfer can move from Pending directly to Completed without passing through In Transit. See Moving a Transfer Through Its Status Pipeline.

"An active stock take already exists for this location"

Only one stock take can be active per location at a time — finish or cancel the existing one first.

"{N} items still pending count" when completing a stock take

Every item in the session's scope needs a count before you can complete it — see Completing a Stock Take.

"{N} variances pending approval"

Every flagged variance needs a decision before the session can finish — see Approving & Rejecting Variances.

I approved all the variances but the stock take still isn't done

If the session requires manager approval (the default), item-level variance approval isn't the final step — see Manager Approval & Rejection.

Can I fill a requisition without processing it first?

Yes — Filling a Requisition accepts either "requested" or "processing" status.

"No items with filled quantities to ship"

You need to fill at least one item's quantity before shipping a requisition — an empty fill can't be shipped.

Why can't I cancel this requisition?

Requisitions can only be cancelled before they're shipped — once shipped or received, cancellation is no longer available.

What's the difference between a Purchase Order and a Requisition?

A Purchase Order is stock ordered from an external supplier. A Requisition is an internal request moving stock between your own locations.