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issuing_goods:transferring_goods_to_another_store [2015/10/29 04:36] – [Transferring goods to another Store] mark | issuing_goods:transferring_goods_to_another_store [2023/05/31 06:57] (current) – [8.05. Transferring goods to another store] Mark Glover | ||
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+ | {{indexmenu_n> | ||
/ | / | ||
- | ====== Transferring goods to another | + | ====== |
- | {{entry> | + | This feature is available only to those users who are managing more than one store in their mSupply system e.g. a central warehouse that supplies district or regional warehouses, or a general store for holding stock and you supply a dispensary with their day to day needs - see [[other_stuff: |
- | This feature is available only to those users who are managing more than one store on their systems - e.g. if you have a General store for holding stock, and you supply a Dispensary with their day to day needs - refer [[other_stuff: | + | <WRAP center round alert 90%> |
- | + | | |
- | <WRAP center round alert 60%> | + | * Remember to take care to [[issuing_goods: |
- | If you are transferring goods to the receiving store //in response to an Internal | + | |
</ | </ | ||
+ | ==== Create a Customer Invoice ==== | ||
- | <WRAP center round info 60%> | + | <WRAP center round info 90%> |
- | If you're not able to perform a transfer there are several possible reasons | + | If you're not able to perform a transfer, there are several possible reasons: |
- | * There must be more than one store set up in your copy of mSupply | + | * The customer you're trying to use is not set up as a store in your copy of mSupply. |
- | * You must have the user permission to perform transfers | + | * You don' |
- | * The store you're transferring to must be visible. To make it visible choose **Special > Show stores** and double-click the store you want to transfer to, then on the preferences tab click the **View name** button and set the visibility on the **Stores** tab. Phew! | + | * The store you're transferring to is not visible |
</ | </ | ||
- | |||
- | |||
This procedure follows closely the steps as described under [[issuing_goods: | This procedure follows closely the steps as described under [[issuing_goods: | ||
- | You must be logged in to the **issuing** store (the store you're transferring stock **from**); the ' | + | You must be logged in to the **issuing** store (the store you're transferring stock **from**); the ' |
- | {{ : | + | As soon as you select the receiving store name a red //Stock transfer// label confirms |
- | + | ||
- | // Stock transfer// label (under comment field) defines | + | |
{{ : | {{ : | ||
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The procedure from this point is identical to that described under [[issuing_goods: | The procedure from this point is identical to that described under [[issuing_goods: | ||
- | <WRAP center round important | + | ==== Need to finalise Customer Invoice ==== |
- | It is necessary to finalise the transfer when you have finished entering the items to be transferred. Only after finalising the transfer will the new invoice appear on the system, as a Supplier Invoice | + | |
+ | |||
+ | <WRAP center round important | ||
+ | It is necessary to finalise the transfer when you have finished entering the items to be transferred. Only after finalising the transfer will the new invoice appear on the system, as a supplier invoice | ||
</ | </ | ||
+ | If you confirm the stock transfer but do not finalise it, you will be shown a warning if you try to close it, just in case you have forgotten the finalise step: | ||
+ | {{ : | ||
+ | If you did forget to finalise it then click on the // | ||
- | If the item(s) you are transferring are not visible in the destination | + | ==== Visibility of items in both stores ==== |
+ | |||
+ | |||
+ | If the item(s) you are transferring are not visible in the receiving | ||
{{ make_vsble_alert.png }} | {{ make_vsble_alert.png }} | ||
- | Check whether there is any reason for the item(s) in question not to be visible in the destination store. If there is no reason to prevent | + | Check whether there is any reason for the item(s) in question not to be visible in the destination store. If there is no reason to prevent |
- | == Reversal of stock transfer == | + | |
+ | <WRAP center round info 60%> | ||
+ | If you are running a syncing system (see [[other_stuff: | ||
+ | |||
+ | On a syncing system, the sending site does not have access to the item visibility records in the receiving store if it is a transfer store, so it cannot do the item visibility check above. In this case, the primary server will automatically make the items visible in the receiving store when it receives the transfer. | ||
+ | </ | ||
+ | |||
+ | ==== Reversal of stock transfer | ||
Should a reversal of a stock transfer be necessary, this may be achieved by the operator at the sending store, and only if the receiving store has not issued any of the transferred stock. | Should a reversal of a stock transfer be necessary, this may be achieved by the operator at the sending store, and only if the receiving store has not issued any of the transferred stock. | ||
- | // Previous: [[issuing_goods: | + | ===== Receiving the goods (customer store) ===== |
+ | |||
+ | When a **Customer Invoice** (CI) is created | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * Double-click on any supplier invoice in the list to open it. | ||
+ | * On the supplier invoice, the lines from the customer invoice will have been filled in automatically. | ||
+ | |||
+ | For instructions on processing the stock from the Supplier Invoice in to your store, refer [[receiving_goods: | ||
+ | |||
+ | \\ | ||
+ | \\ | ||
+ | | // | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||