tutorial:creating_viewing_items

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
tutorial:creating_viewing_items [2019/10/21 19:09] – Emily Porrellotutorial:creating_viewing_items [2020/08/27 23:33] (current) – correction of italic in first line rowena
Line 4: Line 4:
  
 ==== Creating a new item ==== ==== Creating a new item ====
-For this section of the tutorial, we are going to add two new items to our mSupply(r) database. +In this section of the tutorial, we are going to add two new items to our mSupply database. 
-From the Navigator's opening screen, click on **Item**, the 3rd of the large icons near the top of the screen+From the navigator's opening screen, click on //Item//, the 3rd large icon on the top of the screen.
  
 {{ :tutorial:nav_icons.png? |}} {{ :tutorial:nav_icons.png? |}}
  
-and the following screen appears:+The following screen appears:
  
 {{ :tutorial:navig_items.png? |}} {{ :tutorial:navig_items.png? |}}
  
-  * Click on the **New item** icon +Click on the //New item// icon (the large "+"). You are presented with a window with a number of fields to enter:
-  * You are presented with a window with a number of fields to enter:+
  
 {{ :tutorial:new_item.png? |}} {{ :tutorial:new_item.png? |}}
  
-Below is a list of fields and the text to be entered into each field. Use the Tab key to advance from field to field or, using the mouse, click on the field you want to edit.+Below is a list of fields and the text to be entered into each field. You can use //Tab// to move from field to field or, using the mouse, click on the field you want to edit.
  
-**Type: **The default entry **normal** is shown in the drop-down list, and should not be changed.+  * **Type:** The default entry //normal// is shown in the drop-down list and should not be changed.
  
-**Item code:** Enter **amo500c** then press the Tab key to advance to the next field.+  * **Item code:** Enter ''amo500c''.
  
-**Item name:** Enter **Amoxycillin 500mg tab/cap** then press the Tab key to advance to the next field+  * **Item name:** Enter ''Amoxycillin 500mg tab/cap''.
  
-<WRAP center round tip 90%> +<WRAP center round tip 550px> 
-Continue to use the //Tab// key for the rest of the tutorial when you need to advance to the next field.+If you make a mistake, you can click in a field and edit the value.
 </WRAP> </WRAP>
  
 +  * **Units:** The default entry is //None//. The options are: //unit//, //ea// (for each), //gm// and //ml//.
  
-**Units: **"None" is displayed by default. The options are: //unit//, //ea// (for each), //gm// and //ml//.+  * **Price list:** Click in the box so a check appears in it. This means that when we export a price list, the price for this item will be included.
  
-**Price list: **Click in the box so a check appears in it. This means that when we export a price list, the price for this item will be included.+  * **Shelf location:** Enter ''a3''. Amoxycillin is stored on shelf 3, section a of our imaginary store. Note that "A" is interpreted differently from "a", so it is important to be consistent and use all upper case or all lower case letters for shelf locations.
  
-**Shelf location: **Enter **a3.** Amoxycillin is stored on shelf 3 in the "a" section of our imaginary store. Note that "A" is interpreted differently from "a", so it is recommended to be consistent and use either all upper case or all lower case letters for entering shelf locations.+  * **Preferred pack size:** Enter ''100''. This means we want a 100-unit pack to be our standard for comparing prices of this item.
  
-**Preferred pack size: **Enter **100**. This means we want a 100 unit pack to be our standard for comparing prices of this item.+  * **Category:** If a list of categories has been defined, this field allows the item which is being added to be placed in its appropriate category.
  
-**Category: **If a list of categories has been defined, this field allows the item which is being added to be placed in its appropriate category.+  * **Normal stock, Critical stock, Essential drug, ATC category, DDD value, DDD factor, Weight, Non stock item, Default customer:** For this tutorial, ignore these fields and leave them blank.
  
-**Normal stock, Critical stock, Essential drug, ATC category, DDD value, DDD factor, Weight, Non stock item, Default customer: **For this tutorial, ignore these fields and leave them blank.+  * Click the //OK & Next// button to add this item to mSupply. The window's fields will clear allowing you to add a further item.
  
-Click the **OK & Next** button to add this item to mSupply(r). The window's fields will clear allowing you to add a further item. +<WRAP center round tip 550px> 
- +If you have no more items to add, click the //OK// button. If you accidentally click //OK & Next// and then want to exit, just click the //Cancel// button. The Amoxycillin 500mg tab/cap would still be entered, as it was saved when you pressed the //OK & Next// button.
-<WRAP center round tip 90%> +
-If you have no more items to add, click the //OK// button to add only the item just added and exit. If you accidentally click //OK & Next// and then want to exit, just click the //Cancel// button. The Amoxycillin 500mg tab/cap would still be entered, as it was saved when you pressed the //OK & Next// button.+
 </WRAP> </WRAP>
- 
  
 Proceed to add a further item with the following details: Proceed to add a further item with the following details:
- 
-Note that if you make a mistake, you can click in a field and edit the value. 
  
 <WRAP center 90%> <WRAP center 90%>
 ^ Field                ^ Enter....                      ^ ^ Field                ^ Enter....                      ^
-| Item code            | "amo125s"                      | +| Item code            | ''amo125s''                      | 
-| Item name            | "Amoxycillin 125mg/5ml syrup"  | +| Item name            | ''Amoxycillin 125mg/5ml syrup''  | 
-| Units                | "mL"                           | +| Units                | ''mL''                           | 
-| Price list           | check the check box.           | +| Price list           | check the checkbox           | 
-| Shelf location       | enter "a7".                    | +| Shelf location       | ''a7''                    | 
-| Preferred pack size  | enter "60".                    |+| Preferred pack size  | ''60''                    |
 </WRAP> </WRAP>
  
Line 70: Line 65:
 ==== Viewing item details ==== ==== Viewing item details ====
  
-Click on **Show items** from the Navigator's Item screen.+Click on //Show items// from the navigator's Item panel.
  
 {{ :tutorial:nav_show_items.jpg?850 }} {{ :tutorial:nav_show_items.jpg?850 }}
Line 78: Line 73:
 {{ :tutorial:find_item.jpg?475 }} {{ :tutorial:find_item.jpg?475 }}
  
-  * Type "a" into the text entry area, then click the // Find// button. +Type ''a'' into the text entry area, then click the //Find// button. A list of all the items whose name or code starts with "a" is shown.
-  * A list of all the items whose name or code starts with "a" is shown.+
  
 {{ :tutorial:item_list_12.jpg |}} {{ :tutorial:item_list_12.jpg |}}
  
-  * We will choose the Amoxycillin 250mg tabs/caps - an item that was already in the example data file. To choose the item, double-click anywhere on its line in the window. +We will choose the Amoxycillin 250mg tabs/caps - an item that was already in the example data file. To choose the item, double-click anywhere on its line in the window. You will now see a window that displays a lot of information about "Amoxycillin 250mg tab/caps". You can see stock on hand, view and edit supplier quotations, view usage for the last 24 months, view backorders, and read and edit notes. 
-  * You will now be presented with a window that displays a lot of information about "Amoxycillin 250mg tab/caps". From this window you can see stock on hand, view and edit supplier quotations, view usage for this item for the last 24 months, view backorders, view, add and edit notes for this item. Phew!+
  
 {{ :tutorial:amoxicyllin.jpg |}} {{ :tutorial:amoxicyllin.jpg |}}
  
-  * At this stage, we only want to know how to view the information. For an explanation of all the information displayed see [[items:item_basics#Item Edit - General Options]] +At this stage, we only want to know how to view the information. For an explanation of all the information displayed see [[items:item_basics:tab_general]]. When you have finished viewing the information, click the //OK// button to return to the list of items. 
-  * When you have finished viewing the information, click the// OK// button to return to the list of items. + 
-  * If you want to view a different item, you can double-click its line. Otherwise click the X button in the top right corner (on Windows) or the top left corner (on a Mac) to exit to the **Navigator**.+If you want to view a different item, you can double-click its line. Otherwise, click the //X// button in the top right corner (on Windows) or the top left corner (on a Mac) to exit and return to the navigator screen.
  
  
 \\ \\
 \\ \\
-|  //  Previous:  **[[tutorial:navigator|3.04. Navigator]]** | | Next: **[[tutorial:customers_suppliers_contacts|3.06. Customers, suppliers and contacts]]** //  |+|  //  Previous:  **[[tutorial:navigator]]** | | Next: **[[tutorial:customers_suppliers_contacts]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/10/21 19:09
  • by Emily Porrello