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- | ===== Non-stock items ===== | + | {{indexmenu_n> |
+ | ====== 4.10. Non-stock items ====== | ||
- | There are occasions when you need to order an item that you wish to add to your stock list, but which you currently do not wish to keep in stock. | + | There are occasions when you need to order an item that you wish to add to your stock list, but which you currently do not wish to keep in stock. |
- | Note that // Ad hoc items// are different in that they do not display in your list of items. | + | Note that **[[items: |
+ | * they do not display in your list of items | ||
+ | * it is likely that an ad hoc item will be ordered once and once only | ||
The procedure for dealing with non-stock items is: | The procedure for dealing with non-stock items is: | ||
== Step 1 == | == Step 1 == | ||
+ | The example used here to demonstrate this is for non-stock item Penicillamine 250mg tablets. | ||
- | {{ :items:add_non_stock_itm.png?375 }} | + | From the **Item** menu, select **New item**, and enter the particulars as you normally do, only this time check the ** Non-stock item** box. In the box immediately below, select the customer from the list of customers held in mSupply(r). |
+ | |||
+ | {{ :items:new_nonst_itm.png }} | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | * To place an order for a non-stock item, a customer must be identified, and this customer becomes the **default customer ** for the item. | ||
+ | * Should you need to order the same item for a different customer at a later date, the new customer is entered at the time the Purchase Order is being created. | ||
+ | </ | ||
- | From the // Item// menu, select // New item// , and enter the particularsas you normally do, only this time check the // Non-stock item // box. In the box immediately below, select the customer from the list of customers held in mSupply. To place an order for a non-stock item, a customer must be identified, and this customer becomes the // default customer // for the item. | ||
- | Should you need to order the same item for a different customer at a later date, the new customer is entered at the time the Purchase Order is being created. | ||
- | The example is for non-stock item Lisinopril 10mg tablets. | ||
== Step 2 == | == Step 2 == | ||
- | Create the Purchase Order which will include the non-stock item, | + | Create the Purchase Order which will include the non-stock item. |
+ | (from the navigator - // | ||
- | {{ :items:non_st_itm_PO.png? | + | {{ :items:edit_order_line.jpg |}} |
- | You will observe that the // Customer box // already contains the default customer, in our example, London Dispensary. You are able to edit this box, and select another customer when a different customer orders this item. | ||
== Step 3 == | == Step 3 == | ||
- | On receiving the order, proceed as usual to the // New Goods receipt | + | On receiving the order, proceed as usual to the **New Goods receipt** form. |
- | In our example, we have ordered 2 items from Diamond Traders, one of which is our non-stock item.. | + | In our example, we have ordered 2 items from IDA, one of which is our non-stock item, Penicillamine 250mg tablets, and it appears in blue. |
The Goods Received must be finalised in order to create the Supplier invoice: | The Goods Received must be finalised in order to create the Supplier invoice: | ||
- | {{ :items:non_st_itm_supp-inv.png?500 }} | + | {{ :items:nonst_itm_supp_inv.png?650 }} |
Uncheck the // Hold// box ( bottom left corner) then click on OK, and this // Alert// message is displayed: | Uncheck the // Hold// box ( bottom left corner) then click on OK, and this // Alert// message is displayed: | ||
- | {{ :items:alert.png?400 }} | + | {{ :items:nonst_itm_alert.png?450 }} |
- | + | ||
- | advising you that `Customer invoices have been created for non stock items......': | + | |
- | {{ :items:cust_inv_non_st_itm.png?500 }} | + | advising you that ' |
+ | {{ : | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
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