In mSupply, we have the idea of a 'name'. A name can be a customer, a supplier, a patient, … or a donor.
A donor is normally the name of the organisation that has paid for, or somehow managed, the supply of certain stocklines.
A donor can also be a supplier and / or a manufacturer or they can be just a donor. mSupply allows for any combination of that.
mSupply allows you to specify the donor for each incoming stock line independently of the supplier.
For example, GlobalFund might agree to supply certain malaria medicines, and then contract a supplier to deliver them to you. mSupply allows you to record this accurately, and to track and report on all the stock and transactions relating to those medicines donated by GlobalFund.
The Donor feature was designed for the purposes of tracking and reporting on stock that has been funded by a donor. However, the feature can be used for more than just tracking donors. For example, In many countries that use mSupply, most medical supplies are supplied free-of-charge to the health facility by a government agency. But if the government agency has not supplied stock, the facility might decide to procure the stock 'privately'. The facility management will often want to keep track and report on this privately procured stock. The donor feature can be used for this purpose. The 'donor' name for this purpose might be called Privately procured
.
To use the donor module, you must first turn it on:
Once you have done this you can add donors and track stock by donor.
To add or edit a donor you should first bring up the list of donors. Do this from the Navigator:
Receive goods in the usual way - see Receiving goods (Goods Receipt function). The only difference is that the Donor's name is now present in the Donor field:
If you change the Default donor, you will be presented with the following options:
Customer invoices, including stock transfers for donated goods are created in the usual way - refer Issuing Goods to a Customer (Customer Invoices).
mSupply will always suggest stock lines according to selection criteria (primarily, FEFO). If you want to overide this:
Obviously, one of the points of entering all this donor information is to be able to report on it. When the donor tracking preference has been turned on, many of the stock based report filters in mSupply will have an additional donor filter added to them. Simply enter the donor filter settings you need, as appropriate, to filter the reports accordingly.
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