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--- tutorial:outging_goods [2019/08/28 04:40] – lou
+++ tutorial:outging_goods [2020/08/30 23:16] (current) – Italic and bold changes, added important box rowena
@@ Line 1: / Line 1: @@
 {{indexmenu_n>90}}
-====== 3.09. Enter outgoing goods (a customer invoice) ======
+====== 3.09. Enter outgoing goods (customer invoices) ======
 Now let's suppose we have just received an order as follows:
@@ Line 15: / Line 15: @@
 <HTML></div></HTML>
-Choose New Invoice from the Customer menu, and the following window appears:
+Choose //New invoice// from the //Customer Invoice// menu, and the following window appears:
 {{ :tutorial:new_cust_inv.png?850 }}
-Type "b" into the // Name// field, and press the Tab key. You will be presented with a list of customers whose name starts with "b". Double-click the "Blue Cross Hospital" entry to select it.
+Type ''b'' into the //Name// field, and press //Tab//. You will be presented with a list of customers whose name starts with "b". Double-click the //Blue Cross Hospital// row to select it.
-  * In the **Their ref** field enter "PO882".
+  * In the //Their ref// field enter ''PO882''.
-  * In the **Comment** field enter "This afternoon by courier"
+  * In the //Comment// field enter ''This afternoon by courier''
-  * Click the **New line** button to add a line to the invoice. You are presented with the "Add item" window.
+  * Click the //New line// button to add a line to the invoice. You are presented with the //Add item// window.
 {{ :tutorial:add_item_2.png?850 }}
@@ Line 29: / Line 29: @@
 Enter the following details:
-  * Type "a" into the // Name// field then press the Tab key. In the list you are presented with, double-click the "Amoxycillin 250mg tab/cap" entry.
+  * Type ''a'' into the //Name// field then press //Tab//. In the list you are presented with, double-click on the //Amoxycillin 250mg tab/cap// row.
 {{ :tutorial:new_inv_entry_1.png?550 }}
-  * You will see that a list of available stock has appeared in the window, and the cursor has moved to the **Line number** field. Enter "2" to choose line 2. (The list is sorted so batches with the shortest expiry date are at the top - usually you would choose the shortest expiry batch, but today we're being different!).
+  * You will see that a list of available stock has appeared in the window, and the cursor has moved to the **Line number** field. Enter ''2'' to choose line 2. (The list is sorted so batches with the shortest expiry date are at the top - usually you would choose the shortest expiry batch, but today we're being different!).
 {{ :tutorial:new_inv_entry_line1.png?550 }}
-  * Quantity field - the line we have chosen has a pack size of "100", so we need to enter a quantity of "100" to make a total of 10,000
+  * Quantity field - the line we have chosen has a pack size of 100, so you will need to enter a quantity of ''100'' to make a total of 10,000
-Click the **OK & next** button to add the second line of the order.
+Click the //OK & Next// button to add the second line of the order.
-This time enter "c" and press the tab key. Double-click the "Cotrimoxazole 240mg/5mL susp" entry. The window will close and the list of available batches and quantities will be completed.
+This time enter ''c'' and press //Tab//. Double-click on the //Cotrimoxazole 240mg/5mL susp// row. The window will close and the list of available batches and quantities will be completed.
 {{ :tutorial:new_inv_entry_3.png?550 }}
-Note that in the list of available stock, the second line we entered from "Acme pharmaceuticals" is now at the top of the list - this is because the list is sorted so that the item with the shortest expiry date comes to the top of the list.
+Note that in the list of available stock, the stock we entered from "Acme Pharmaceuticals" earlier in this tutorial is at the top of the list. This is because the list is sorted so items with the shortest expiry date are at the top of the list.
-Line 1 is selected, despite the fact that there is insufficient stock of line 1 to meet the order of 120. Nevertheless, you should enter "120" in the // Quantity// field, press **Tab**, and the following message will appear:
+Line 1 is selected, despite the insufficient stock of line 1 to meet the order of 120. Nevertheless, you should enter ''120'' in the //Quantity// field, press //Tab//, and the following message will appear:
 {{ :tutorial:not_enuf_stock_wrng.png?500 }}
-For this tutorial, choose **Distribute** (which is likely to be your normal choice), and the necessary stock to complete the order will be drawn from another batch/other batches, starting with the batch which will be the first to expire. There will be occasions, however, when you wish to override this automatic means of distribution, and in this event you would select // Try Again// and manually select the batches from which you wish to meet the order.
+For this tutorial, choose //Distribute//. Distribute is likely to be your normal choice. Distribute will mean that the stock needed to complete the order will be drawn from another batch/batches, starting with the batch which will be the first to expire. There will be occasions, however, when you wish to override this automatic means of distribution. If this is the case, you would select //Try Again// and manually select the batches from which you wish to meet the order.
-Click the // OK & Next// button
+Click the //OK & Next// button
-Because the invoice has not been confirmed, the "available" amount for the line has been reduced, but the "total stc" (total stock) is still showing as "100". mSupply(r) includes these lines in the list so you can see stock that has been allocated to an invoice but has not yet left your store. You can then edit the other invoice if stock is urgently needed on the current invoice.
+<WRAP center round important 550px>Because the invoice has not been confirmed, the "available" amount for the line is decreased, but the "total stc" (total stock) will remain the same. mSupply includes these lines in the list so you can see stock that has been allocated to an invoice but has not yet left your store. You can then edit the other invoice if stock is urgently needed on the current invoice.</WRAP>
-Click // OK// as we are finished entering lines. You will be returned to the main Customer invoice window.
+Click //OK// as we are finished entering lines. You will be returned to the main Customer invoice window.
 {{ :tutorial:bchosp_newinv_1.png?850 }}
@@ Line 63: / Line 63: @@
 At the bottom right of the invoice you will see the invoice total.
-  * As the customer has requested an express courier, we will charge them Rs200 for the service (Rs = "rupees" the currency in our tutorial). At the bottom of the window you will see the // Other charges // field:
+  * As the customer has requested an express courier, we will charge them Rs200 for the service (Rs = rupees the currency in our tutorial).
-  * There, enter "Courier charge" and press the **Tab** key
+    * At the bottom of the window you will see the //Other charges// field. Enter ''Courier charge'' and press //Tab//.
-  * In the "amount" field enter "200" and press the **Tab** key. The new total should be "37,020.00"
+    * In the //amount// field enter //200// and press //Tab//. The new total should be **37,020.00**.
-Now we are ready to print a packing slip. Make sure that **Print** is checked in the bottom right corner, and click **OK**; a window appears displaying your print options:
+Now we are ready to print a packing slip. Make sure that the //Print// checkbox is checked in the bottom right corner, and click //OK//. A window appears displaying your print options.
 {{ :tutorial:print_options.png?350 }}
-We want to print a packing slip, so the default settings suit our purpose. You will notice the packing slip printed  has a column where you can write down the actual quantity packed.
+We want to print a packing slip, so the default settings are correct. You will notice the packing slip printed has a column where you can record the actual quantity packed.
-==== Confirming the invoice: ====
+==== Confirming the invoice ====
 Let's suppose the order was successfully packed according to the packing slip, and you now want to confirm the order and print an invoice to pack with the goods. (We're in a hurry - the express courier is on her way!)
-First, we need to look up the invoice. Here's an easy way to look up the last invoice you have entered:
+First, we need to look up the invoice.
+  * Choose //Show invoices// from the //Customer invoices// menu.
+  * If you know the invoice number (printed on the packing slip) you can enter it. Or, to bring a list of the most recent invoices, you enter the number of invoices to view. As we know the invoice we want is the last one to be entered, you can type ''1'' and click //OK// - you will be taken straight to the invoice.
-  * Choose **Show invoices..** from the **Customer** menu.
+Click the //Confirm// truck icon.
-  * If you know the invoice number (printed on the packing slip) you can enter it. To bring a list of the most recent invoices, you enter the number of invoices to view. As we know the invoice we want is the last one to be entered, we just type "1" and click **OK** - you will be taken straight to the invoice.
-Click the **Confirm** truck icon,
 {{ :tutorial:confirm.png?350 }}
-and today's date will appear in the **Confirm date** field.  Click **OK** to confirm you want to proceed.
+Today's date will appear in the Confirm date field.  Click //OK// to confirm you want to proceed.
 The invoice is confirmed, and you are given the opportunity to print an invoice.
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-|  //  Previous:  **[[tutorial:log_in|3.1. Logging in]]** | | Next: **[[tutorial:working_with_lists|3.3. Working with lists]]** //  |
+|  //  Previous:  **[[tutorial:incoming_goods]]** | | Next: **[[tutorial:quotes]]** //  |
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