Show pagesourceOld revisionsBacklinksCopy this pageODT exportExport to PDFBack to top 1. About mSupply 1.01. Introduction 1.02. Why mSupply? 1.03. Who uses mSupply? 1.04. Which mSupply package best suits your organisation? 1.05. Conventions used in this user guide 2. Setting Up mSupply: Technical Guide 2.01. Requirements 2.02. Installation 2.03. Starting mSupply for the first time 3. Tutorial 3.01. The tutorial like no other 3.02. Logging in 3.03. Opening the example data file 3.04. Navigator 3.05. Creating and viewing items 3.06. Customers, suppliers and contacts 3.07. Viewing location in Google Maps 3.08. Enter incoming goods (supplier invoices) 3.09. Enter outgoing goods (customer invoices) 3.10. Entering quotations 3.11. Working with lists 3.12. Where to now? 4. Items 4.01. About items 4.02. Adding a new item 4.03. Item categories 4.04. Item master lists 4.05. Programs 4.06. Item locations and location types 4.07. Building (manufacturing) items 4.08. Merging two items 4.09. Ad hoc items 4.10. Non-stock items 4.11. Managing drug interaction groups 4.12. Managing item access 4.13. Prices in mSupply 4.14. Repacking items 4.15. Show items with stock 4.16. Splitting a stock line 4.17. Stocktakes 4.18. Inventory adjustments 4.19. Units 4.20. Forecasting 5. Customers and Suppliers 5.01. Names: using, adding and editing 5.02. Contacts 5.03. Merging two names 5.04. Name categories 5.05. Suppliers: adding and viewing 6. Purchasing 6.01. Ordering items from suppliers 6.02. Managing purchase orders 6.03. Purchase order categories 6.04. Ordering from one store to another 6.05. Ordering from multiple stores 7. Receiving Goods 7.01. Receiving goods (supplier invoices) 7.02. Goods receipt 7.03. New supplier credit 7.04. Editing pack sizes 7.05. Managing outstanding purchase order lines (pipeline stock) 7.06. Custom stock fields 7.07. Managing donors 8. Issuing Goods 8.01. Issuing goods to a customer (customer invoices) 8.02. Viewing customer invoices 8.03. Customer credits 8.04. Backorders 8.05. Electronic invoices 8.06. Transferring goods to another store 8.07. Box management 8.08. Stock control methods for your customers 8.09. Customer budgets 9. Dispensing Goods 9.01. Dispensary mode 9.02. Prescription entry 9.03. Patients 9.04. Prescribers 9.05. Abbreviations for dispensing 9.06. Label printing preferences 9.07. Warnings 9.08. Patient medication records 9.09. Printer setup for Remote Desktop Client 10. Payments and Receipts 10.01. Payments to suppliers 10.02. Receiving payment from customers 10.03. Prescription payments and credits 10.04. Cash register 11. Reports 11.01. Report basics 11.02. Stock and items reports 11.03. Transaction reports 11.04. Purchasing reports 11.05. Requisition reports 11.06. Customer ordered shortfall report 11.07. ATC and DDD code based reports 11.08. Other reports 11.09. Manage reports 11.10. Report templates 11.11. Custom reporting tutorial 11.12. PagePro report editor 12. Barcode Scanners 12.01. Barcode scanning 12.02. Adding barcodes to items 12.03. Barcode scanning and receiving goods 12.04. Barcode scanning and stocktaking 12.05. Barcode scanning and pick list checking 12.06. Barcode label printing 13. Preferences 13.01. General preferences 13.02. Purchase order preferences 13.03. Invoice preferences 13.04. Printing preferences 13.05. Dashboard set up (prior to v4.0) 13.06. Entering a new logo 13.07. Synchronisation 13.08. FrontlineSMS 13.09. Barcode scanning preferences 13.10. Options (standard reasons) 13.11. Custom fields 14. Data Import and Export 14.01. Importing items 14.02. Importing items and stock 14.03. Importing names (customers, suppliers, manufacturers, patients) 14.04. Importing prescribers 14.05. Importing abbreviations 14.06. Importing customer budgets 14.07. Importing locations 14.08. Importing supplier invoices 14.09. Exporting items, exporting items and stock 14.10. Exporting names 14.11. Exporting records 14.12. Exporting invoices 14.13. Exporting invoices to Moneyworks 14.14. Exporting to MYOB 14.15. Exporting to the dashboard 15. Tenders 15.01. Introduction to tender management 15.02. Standard tender conditions 15.03. Adding suppliers to a tender and inviting responses 15.04. Adding supplier responses to a tender 15.05. Tender reference documents 15.06. Benchmark prices for tenders 15.07. Analysing supplier responses and creating purchase orders 15.08. Supplier instructions for using tender submission web interface 15.09. Using web tenders 16. Remote User Web Interface 16.01. Introduction to web interfaces 16.02. mSupply web server 16.03. mSupply customer web interface: setting up customers 16.04. mSupply customer web interface: guide for customers 16.05. Dashboard 16.06. Dashboard set up (v4.0 and later) 16.07. Online catalogue 16.08. Stock web app 16.09. mSupply Mobile API 16.10. mSupply sync API 17. mSupply Mobile (Android) 17.01. mSupply Mobile user guide 17.02. mSupply Mobile technical instructions for setup 18. Hospital Info System (HIS) Module 18.01. Why a HIS module for mSupply? 18.02. Setting up wards and beds 18.03. ICD10 disease codes 18.04. Procedures 18.05. Patients 18.06. Encounters 18.07. Other lists 18.08. Statistics 18.09. HIS preferences 19. Integration of Other Systems with mSupply 19.01. DHIS2 integration 19.02. FrontlineSMS integration 19.03. mSupply eLMIS interface 19.04. Moneyworks integration 19.05. MYOB 20. Data Tables and Fields 20.01. Main tables 20.02. Other tables 20.03. Foreign keys 20.04. Internal tables 21. Technical Administration 21.01. mSupply client / server installation part 1 21.02. mSupply client / server installation part 2 21.03. mSupply client / server installation part 3 21.04. Schedules and periods 21.05. Web browser access via TSPlus 21.06. Backup 21.07. Automatic updates 21.08. Changing users and passwords 21.09. Diagnostics 21.10. Finalising transactions 21.11. Managing data files 21.12. mSupply dispensary installation 21.13. mSupply server administration 21.14. mSupply deployment 21.15. Managing users 21.16. Show connected users 21.17. License management 21.18. Label printer installation 21.19. Log 21.20. Server troubleshooting 21.21. Help menu 22. Other Topics 22.01. Miscellaneous topics 22.02. Reminders 22.03. Remote synchronisation 22.04. Transaction codes 22.05. Budgets 22.06. Edit menu 22.07. Transaction categories 22.08. Virtual stores 22.09. Custom data 22.10. Currencies 22.11. Using foreign currencies in transactions 22.12. Asset management 22.13. ARV regimen data recording 22.14. Product registration 22.15. Using the mSupply remote client 22.16. Authorisation 22.17. Remote authorisation 22.18. Misc labels 22.19. Keyboard shortcuts 22.20. Tips and tricks 23. Help 23.01. Support and mSupply Up-to-Date program 23.02. mSupply Support Portal . 24. Frequently Asked Questions 24.01. How to re-set the mSupply client 24.02. Instructions for installing remote support software 24.03. Why is my stock balance report showing negative? 24.04. How to remove stock lines that have ‘0’ available 24.05. What do I need to set up mSupply Mobile? 24.06. Why is my stock on hold? 24.07. How to correct wrong pack sizes 24.08. How to report by invoice category 24.09. Imprest work flow 24.10. Tips and tricks A PDF version of the user guide can also be downloaded from the mSupply site Last modified: 2019/11/01 16:44by Emily Porrello
