Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
issuing_goods:issuing_goods_customer_invoice [2023/01/23 16:38] – [Confirm and Finalise the Customer Invoice] Gary Willetts | issuing_goods:issuing_goods_customer_invoice [2023/08/29 18:36] (current) – [Printing an invoice: picking slips and delivery notes] Mark Glover | ||
---|---|---|---|
Line 13: | Line 13: | ||
{{ : | {{ : | ||
- | A user defined field (the **Truck No** field) is displayed in the above screenshot. To show or hide user defined fields go to //File> Preferences> | + | == Variations you might see in this window == |
+ | * A user defined field (the **Truck No** field) is displayed in the above screenshot. To show or hide user defined fields go to //File> Preferences> | ||
+ | * If the //Able to specify VVM status when receiving items// store preference is turned on (see the [[other_stuff: | ||
+ | |||
==== Information to enter in the main window ==== | ==== Information to enter in the main window ==== | ||
Line 183: | Line 187: | ||
== Process button (grinder icon) == | == Process button (grinder icon) == | ||
Clicking this button shows a menu with the following choices: | Clicking this button shows a menu with the following choices: | ||
- | - **Renumber lines: | + | |
- | | + | **1. Renumber lines: |
- | + | ||
- | <WRAP center round info 95%> | + | **2. Issue stock for all placeholder lines: |
- | * There are several factors that affect the success of the **Issue | + | |
- | * mSupply will issue the oldest expiry | + | |
* Availability of sufficient stock of the line in question | * Availability of sufficient stock of the line in question | ||
- | * Pack sizes that fit with the quantity/ | + | * Pack sizes that fit with the quantity/ |
- | </ | + | * You might want to issue stock belonging to a particular program or donor. |
Line 250: | Line 253: | ||
{{ : | {{ : | ||
- | To enter a new method, click the **New** button. To edit an existing method, double-click the item in the list and edit its details. To delete a method, click on it in the list to select it then click on the **Delete** button. You will not be able to delete a shipping method if it is being used by a customer invoice. | + | <WRAP center round alert 60%> |
+ | Plan carefully before creation of shipping methods. | ||
+ | </ | ||
+ | * To enter a new method, click the **New** button. | ||
+ | * To edit an existing method, double-click the item in the list and edit its details. | ||
+ | * To delete a method, click on it in the list to select it then click on the **Delete** button. | ||
== Responsible officer == | == Responsible officer == | ||
Line 336: | Line 344: | ||
{{ : | {{ : | ||
- | The lines are numbered in the left hand column and sorted according to these values, in this order: | + | By default, the lines are numbered in the left hand column and sorted according to these values, in this order: |
* Expiry date (earliest expiry date at the top i.e. in FEFO order; **F**irst **E**xpiry, **F**irst **O**ut) | * Expiry date (earliest expiry date at the top i.e. in FEFO order; **F**irst **E**xpiry, **F**irst **O**ut) | ||
* Then, for all stock lines with identical expiry date, by location priority (lowest priority number first; see the [[items: | * Then, for all stock lines with identical expiry date, by location priority (lowest priority number first; see the [[items: | ||
Line 343: | Line 351: | ||
* Then, for all stock lines with identical expiry dates, in locations with identical priority and code and with identical batch numbers, the number of available packs (in ascending numerical order i.e. smaller quantities first). | * Then, for all stock lines with identical expiry dates, in locations with identical priority and code and with identical batch numbers, the number of available packs (in ascending numerical order i.e. smaller quantities first). | ||
- | The first line is selected by default but you can choose another line in one of three ways: | + | This sort order will be slightly different if the //Sort available batches by VVM status rather than Expiry// store preference is turned on (see the [[other_stuff: |
+ | * VVM status (lowest first) | ||
+ | * Then by expiry date | ||
+ | * Then by location priority | ||
+ | * Then by location code | ||
+ | |||
+ | The first line in the table is selected by default but you can choose another line in one of three ways: | ||
* Type the line number into the //Line// field and press // | * Type the line number into the //Line// field and press // | ||
Line 525: | Line 539: | ||
{{ : | {{ : | ||
- | The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock. | + | The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock, assigning stock from stock lines in the order described in the [[issuing_goods: |
When you are not editing a placeholder line, the button is not visible. | When you are not editing a placeholder line, the button is not visible. | ||
Line 596: | Line 610: | ||
{{ : | {{ : | ||
+ | |||
+ | ==== Form to use ==== | ||
The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you. | The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you. | ||
If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button. | If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button. | ||
+ | |||
+ | ==== Dispatch labels ==== | ||
If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing: | If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing: | ||
+ | |||
+ | ==== Print destination ==== | ||
The print **Destination** options: | The print **Destination** options: | ||
Line 610: | Line 630: | ||
* **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed). | * **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed). | ||
- | The general | + | ==== Recommended process ==== |
+ | |||
+ | The recommended | ||
- Create the customer invoice (new or suggested status). | - Create the customer invoice (new or suggested status). | ||
- Print the picking slip and give it to the staff who will pick the goods off the shelves. | - Print the picking slip and give it to the staff who will pick the goods off the shelves. |