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Uniform stock management for healthcare linen rooms: the coordinator app, the phone counter and the staff app, for your own server. Built from 38e16eb on 2026-09-15. Licensed under the Functional Source License (FSL-1.1-ALv2).
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title, section, order, summary, screen, role, keywords
| title | section | order | summary | screen | role | keywords |
|---|---|---|---|---|---|---|
| Spend, Stock and People reports | reports | 1 | The three Reports tabs, the month-end strip, what each panel counts and leaves out, the period it covers, and how to print or export it. | Reports | Admin or Issuer | reports, spend, stock, people, finance, cost centre, journal, top stock, valuation, shrinkage, exceptions, supplier spend, approvals outstanding, pre-loved, month, month-end, print, CSV, export |
How the screen works
Reports has a month select (Reporting month), Export CSV and Month-end pack in its header. Below them sit the month-end strip and three tabs: Spend, Stock and People. The select lists the current month, every month with an issue or an order in it, and the 5 months before the one chosen. Every panel reads the chosen month, except Valuation, Approvals outstanding and the Pool today part of Pre-loved, which describe today.
Export CSV in the header downloads the main export of the tab you are on: the monthly report on Spend (cost centres, staff groups, staff, suppliers and the financial year in one file), Valuation on Stock, and Exceptions on People. Most panels carry their own CSV and Print. Print opens an A4 page in a new window, headed with the facility, location, today's date and the coordinator.
Old report links such as ?tab=journal still open the tab that now holds that report.
The month-end strip
The strip has four steps for the chosen month:
- Deliveries booked in.
All in, or the number overdue, linked toOrders › All orders. - Stock take filed. The date of the latest stocktake filed in the month, or
Not yetwithStart, which opensStock › Count. Counts of the pre-loved pool do not count. - Journal.
Ready after the countuntil a stocktake is filed, then the number of issues with no cost centre, orReady. - Month-end pack. Prints the pack; see Month-end pack.
The panels at a glance
| Panel (tab) | A row is | Period |
|---|---|---|
| By cost centre, By staff group, By staff member (Spend) | A cost centre and ward, a group, a person | Month |
| Journal (Spend) | One cost-centre code | Month |
| Financial year (Spend) | A month | 1 July to the end of the month |
| Valuation (Stock) | A garment with stock on hand | Today |
| Shrinkage (Stock) | A filed stocktake | Financial year to the end of the month |
| Top stock (Stock) | A garment, top 15 | Month, and the financial year |
| Supplier spend (Stock) | A supplier | Month |
| Exceptions, Pre-loved (People) | A flagged person; a pool issue or hand-in | Month |
| Approvals outstanding (People) | An approval with sets remaining | Today |
What counts as issued
An issue counts when its date falls in the month and the garment has not come back as Returned - Good. A garment returned in any other condition still counts. Issues from the pre-loved pool are left out of every issued figure and reported only on Pre-loved.
Every year-to-date figure stops at the end of the chosen month, so a closed month reprints with the figures it first had. Each issue is valued at the unit cost stored on it when it went out; see Cost centres.
Spend
Three figures head the tab: Issued value against the month before, Garments issued with how many were pre-loved, and Ordered from suppliers with the number of orders. Below them sit By cost centre, By staff group, By staff member and Issued value · last 6 months, whose bars change the month. A row in By cost centre opens the issues behind it. Journal and Financial year close the tab; see Journal export.
Stock
Valuation counts units on hand for every garment and size today, at the current catalogue cost. Garments with no units are left out, and a negative size counts as 0; the panel says how many sizes are negative. The pre-loved pool is not in it.
Shrinkage lists every stocktake filed from 1 July to the end of the month, with lines counted, variances, net units and net value at current catalogue cost. See Stocktakes.
Top stock ranks the 15 garments with the most items issued in the month. Supplier spend totals orders dated in the month that were placed; drafts, cancelled orders and back orders are left out. A delivered line is valued at its receipt cost, an undelivered line at catalogue cost.
People
Exceptions names a person who, in the month, was issued garments on an override past the sets ceiling, outside their staff group or not in their uniform style, or whose items reach Exception threshold (items/month) in Settings › Facility. The threshold is 10 when blank or 0; the ceiling is Most anyone holds in Settings › Issuing rules. Override rows come first. Items (FY) is a tally, and nobody is flagged on it; see The entitlement rule.
Approvals outstanding lists every manager's approval with sets not yet collected. Pre-loved lists pool issues with value saved at catalogue cost, hand-ins split into good and rag, and the pool today at $0.
The line Yearly figure for reports shows garments per person, and an Admin changes it with Change. The counter does not refuse on it.