issuing_goods:customer_budgets

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issuing_goods:customer_budgets [2019/11/01 16:54] – Emily Porrelloissuing_goods:customer_budgets [2022/03/15 10:26] (current) – [Setup: Set individual customers' budgets] Gary Willetts
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-====== 8.09. Customer budgets ====== +====== 8.08. Customer budgets ======
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 This feature enables you to manage the budgets of customers in your system. Remember, in mSupply customers are names to which you supply goods. To enable the feature you need to turn it on and then set preferences for its use and allocate budgets to your customers. When using it, you see extra fields on a customer invoice which tell you how much budget the customer has been allocated and the amount you have remaining. Once a customer has reached their budget limit a customer invoice cannot be confirmed unless it is first authorised. All the details you need are below. This feature enables you to manage the budgets of customers in your system. Remember, in mSupply customers are names to which you supply goods. To enable the feature you need to turn it on and then set preferences for its use and allocate budgets to your customers. When using it, you see extra fields on a customer invoice which tell you how much budget the customer has been allocated and the amount you have remaining. Once a customer has reached their budget limit a customer invoice cannot be confirmed unless it is first authorised. All the details you need are below.
  
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 ==== Setup: Set individual customers' budgets ==== ==== Setup: Set individual customers' budgets ====
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 +If you have a lot of customers to setup budgets for, you might like to import them instead. See the [[import_and_export:importing_customer_budgets|]] page for details on that.
 +</WRAP>
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   * Note that if you want to set up many or all customers' budgets at one time you can use the import feature, details of which are [[import_and_export:importing_customer_budgets|here]]   * Note that if you want to set up many or all customers' budgets at one time you can use the import feature, details of which are [[import_and_export:importing_customer_budgets|here]]
   * To set up the budget for each customer, go to Customer > Show customers..., click on the Find button, and double click on the first customer to show their details   * To set up the budget for each customer, go to Customer > Show customers..., click on the Find button, and double click on the first customer to show their details
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-|  //  Previous:  **[[issuing_goods:stock_control_methods|8.08. Stock control methods for your customers]]** | | Next: **[[dispensing:| 9. Dispensing Goods]]** //  |+|  //  Previous:  **[[issuing_goods:stock_control_methods|8.07. Stock control methods for your customers]]** | | Next: **[[returning_goods:| 9. Returning goods]]** //  |
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  • Last modified: 2019/11/01 16:54
  • by Emily Porrello