Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
issuing_goods:transferring_goods_to_another_store [2019/10/01 14:56] – [8.06. Transferring goods to another store] Gary Willetts | issuing_goods:transferring_goods_to_another_store [2023/05/31 06:57] (current) – [8.05. Transferring goods to another store] Mark Glover | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | {{indexmenu_n> | + | {{indexmenu_n> |
/ | / | ||
- | ====== 8.06. Transferring goods to another store ====== | + | ====== 8.05. Transferring goods to another store ====== |
- | + | This feature is available only to those users who are managing more than one store in their mSupply system | |
- | 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 - see [[other_stuff: | + | |
<WRAP center round alert 90%> | <WRAP center round alert 90%> | ||
- | If you are transferring goods to the receiving store in response to an internal requisition (purchase order) | + | * If you are transferring goods to the receiving store in response to an [[purchasing: |
+ | * Remember to take care to [[issuing_goods:transferring_goods_to_another_store#need_to_finalise_customer_invoice|Finalise | ||
</ | </ | ||
+ | ==== Create a Customer Invoice ==== | ||
<WRAP center round info 90%> | <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. | + | * 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 | + | |
{{ : | {{ : | ||
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: | ||
+ | |||
+ | ==== Need to finalise Customer Invoice ==== | ||
+ | |||
<WRAP center round important 90%> | <WRAP center round important 90%> | ||
Line 35: | Line 37: | ||
{{ : | {{ : | ||
If you did forget to finalise it then click on the // | If you did forget to finalise it then click on the // | ||
+ | |||
+ | ==== Visibility of items in both stores ==== | ||
+ | |||
If the item(s) you are transferring are not visible in the receiving store the following message will appear: | If the item(s) you are transferring are not visible in the receiving store the following message will appear: | ||
Line 46: | Line 51: | ||
</ | </ | ||
- | == Reversal of stock 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. | ||
Line 52: | Line 57: | ||
===== Receiving the goods (customer store) ===== | ===== Receiving the goods (customer store) ===== | ||
- | In the customer | + | When a **Customer Invoice** (CI) is created //and finalised// (see [[issuing_goods: |
- | {{: | + | {{ : |
- | On the supplier invoice the lines from the customer invoice will have been filled in automatically. | + | * 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. | ||
- | Depending | + | For instructions |
- | // Previous: [[issuing_goods: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||