Training Handout: basic skills

When mSupply starts you will be presented with the log-in window:

This is the way the window appears when mSupply is started for the first time

  • You should select your user name from the list. If you're just opening mSupply for the first time after installing it, select user 1(pass=user1). If the list is long you can type the first few characters of your user name in the Search users field to shorten the list tio usernames that begin with what you have typed. On subsequent logins mSupply will default to the last logged in user.
  • Enter your password. The password for the user 1(pass=user1) user is “user1” (without the quotes - the hint is in the user name!).
  • From the drop down list, select the store which you want to login to. Most mSupply users will be operating with a single store, but for users operating with more than one store, the login screen allows you to select any of the stores to which you have access. If you have been working with one store and want to change to another one see Switching stores. After selecting the desired store, all transactions will relate to that store until you return to the login screen and select a different store from the drop down menu.
    • Supervisors and other Level 1 users will have an additional menu item, Supervisor - All stores. In this mode, all stores are accessible and you would use this mode, for instance, when placing an order for supplies which will be distributed to a number of stores or for reporting over more than one store. Further information is available here: Virtual stores.
    • If you have enabled the Hospital Info System (HIS) in the user login permission settings (see foreign_keys), and at least one license is allocated to HIS (see HIS preferences), then you will also see Hospital Info System in the list of stores. If you select this, the login mode automatically changes to HIS mode.
  • View any messages that might be displayed
  • Finally, click OK to login. If login is successful you will be taken to the navigator.

There are various options that can be set that cause a successfully logged-in user to be taken to other screens or shown other information. For example, Reminders or Invoices preferences.

If some of the terms used below are not clear, please see section 1. Conventions used in this user guide

Only mSupply®'s basic features are covered in the Tutorial; its many enhanced features are covered in depth in appropriate chapters in the User Guide.

This chart shows the common steps in most pharmaceutical supply processes. (Of course, the manufacturing step only applies to manufacturers!)

mSupply work flow diagram

The two most common transaction types in mSupply® are the supplier invoice (si) and the customer invoice (ci) . These transactions record stock purchases from suppliers, and stock supplies to customers. mSupply® records a full audit trail by only allowing stock adjustments by way of a transaction. Therefore, given an opening balance of stock for the year, mSupply® can show a series of transactions that result in the recorded closing stock.

Of course, there is much more to it than that, but these two transactions are the core of the system.

Note that mSupply® has dozens of preference settings (File>Preferences) which change the behaviour of many aspects of the software. If you have customised Preferences from their default settings, some aspects of this tutorial may not be as stated below. To work through the tutorial, we recommend you start with a fresh copy of the example data to ensure the Preferences are set correctly.

Before starting the tutorial, you will need to have installed mSupply®, and opened the example database. If you haven't done so, see Installation

mSupply® runs best with a screen resolution of 1024 or 768 or greater. If you have your screen set to 950 x 850 or lower, some windows will not fit on the screen. To change screen resolution:

  • Windows: Right click anywhere on the desktop, select Properties > Settings , and make the necessary changes.
  • Macintosh: Choose Apple > System Preferences… then click on the Displays icon and set a new resolution

  • Last modified: 2018/03/18 23:15
  • by rozanna