mSupply customer interface

The mSupply Customer Interface allows staff of Customers in your mSupply system to report their stock levels and order stock from a store in your mSupply system. It runs on a browser on any device: tablet, smartphone, net-book, desktop computer etc.

While the Customer Interface will run on smaller devices like smartphones, it is generally impractical to use with screens smaller than 5 inches across the diagonal.

The Customer Interface is designed to be used by staff of Customers in your mSupply system i.e. people working in places you supply, but they could be people outside of your organisation.

The Customer Interface's features are:

  • (Supplier) Invoices: Display a list of orders that have been processed and are waiting to be processed by the supplying store. You can also see details of any selected Invoice.
  • Orders: Orders for stock from the supplying store can be created, deleted and edited.
  • Items: Display a list of Items available in the supplying store.
  • Stocktakes: Display a list of Customer Stocktakes (including Imprests) and details of any selected Stocktake. Customer Stocktakes can be added, deleted and edited.

Batch number and expiry date are not displayed, selectable or editable in the Customer Interface. mSupply does keep record of those details for stock issued to the Customer from the supplying store.

mSupply does not attempt to keep any record of stock issued / consumed by the Customer. Customers can report inventory through the stocktake process and mSupply does keep these stocktake records.

You can find details of how to do this on The mSupply Web Server page.

Once the mSupply web server is running, you can access it by typing http://example.com/customer/

The hyperlink above links to Sustainable Solutions' mSupply Web Server for mSupply Customer demonstration. You will not be able to proceed further without a username and password - see below. Contact us on email:info@msuppy.org.nz if you would like a temporary username and password to try it out.

Once set up with your own Web Server, the correct link can be bookmarked to save you typing it each time.

Logging in

Firstly you will be shown the login page:

Enter your username and password and tap Login

You are now shown the mSupply customer options:

Tap on:

  • Show Processed Invoices to see invoices from the supplying store that have already been processed (goods have been picked and packed).
  • Show In-Process Invoices to see invoices from the supplying store that have not finished being processed (still waiting for goods to be picked and packed).
  • Show Items to see information on items available in the supplying store.
  • Show Orders to view a list of orders that have been created but not yet completed.
  • Create Orders to create a new order for stock from the supplying store.
  • Show Stocktakes to view and create customer stocktakes or imprests.

Show Processed Invoices

Tap Show Processed Invoices and the invoices that have already been confirmed in the supplying store (i.e. where the goods are picked and packed and being sent to the customer) will be displayed:

Tap Find to show a screen where you can search for other invoices:

Choose the options using the selectors and enter some text in the textbox to define the search filter. Then tap Find to search for invoices. When the search is complete the list will be updated with the results.

View Invoice details

If you tap on a particular row, then tap View you will be shown the details of that invoice:

Tap Invoices to go back to the list of invoices.

(Back up to The navigator)

Show In Process invoices

Choosing this option will display the list of invoices that are still waiting to be processed in the supplying store (i.e. the goods have not been picked and packed):

Again, tapping on a particular row and then then on View will show the details of the highlighted invoice.

Tap Navigator to go back to the main options screen.

(Back up to The navigator)

Show Items

Tap Show Items to make a search of items available in the supplying store. It will display this screen:

Choose your search options using the selectors and enter something to search for in the textbox (or leave it empty to list all the items). Tap on Find and the search will be made. When the search is complete the list of items matching your search criteria will be displayed:

Tap the row of a specific item and tap on Item details to see the details:

Note: The Stock on Hand figure is the supplying store's stock on hand, not the Customer's stock on Hand.

(Back up to The navigator)

Show Orders

Select Show Orders to display a list of orders that have been created.

To view or edit an existing order, tap on the order's row to highlight it, then tap on View/Edit order

To delete an existing order, tap on the order's row to highlight it, then tap on Delete order

Tap on Navigator to return to the main options screen.

(Back up to The navigator)

Create Orders

Tap on Create Order to display the screen for entering an order:

To add a new line, tap on New line and select the item and the quantity to add:

Tap on Add to order to proceed and return to the items in this order. If you wish to add a comment you can do so directly in the list by clicking the blank row under each item:

Note you can also edit the quantity directly in the list.

If you have been assigned an order List of the items you are allowed to order, tapping the Add lines from Order list button will display the items on the list(s) defined for the customer you are logged in for.

For setting up a default order list, see Names: Using, adding and editing

The list will be displayed in the same order as was specified when setting up the list in mSupply.

Once the order is complete, tap the Finalise Order button to finalise the order that you have created. It will now be visible under the In process invoices option until the supplying store processes it. It is also visible and available for processing in the supplying store in mSupply. And you might even get your supplies delivered quicker than you would have by submitting a written order ;-)

A note for the user processing the order in the warehouse:

The customer's order will appear in mSupply desktop as a customer invoice with 'wf' (web finalised) status. This means the customer can no longer edit the order but the desktop user can edit the order. The customer invoice displays the customer's order with placeholder lines by default. This gives the mSupply desktop user control to choose the stock for the customer's order.

To choose stock see the re-distribute section: Redistribute placeholder lines.

(Back up to The navigator)

Show Stocktakes

Tap Show Stocktakes and the stocktakes that have already been initiated will be displayed:

The stocktakes feature is useful to those users at a central supply facility who are responsible for managing orders from a number of remote facilities based on the stock levels in those facilities.

From this window you can view an existing stocktake by tapping on a row and then on the View/Edit button. You can choose to create a New stocktake or New imprest by clicking the appropriate button. The option chosen depends on whether you are using the dynamic Stock History system of stock management, or the Imprest system. These systems are covered under Stock Control methods for your customers.

By clicking either of the New stocktake or New imprest buttons you are presented with a screen showing the items you carry in stock, but with quantities of 0.

Enter the stock on hand for each item into the My current SOH column:

If you want to finish the entries later, click Save changes and then Stocktakes to return to the list. You can then use the View/Edit Button on the stocktakes list to return to your stocktake later.

Once you have entered all your stock on hand figures, tap Finalise to send the stocktake to the central store. You will be prompted for a confirmation to finalise the stocktake. Once you confirm the finalisation of the stocktake, you will be taken back to the Show Stocktakes window. The stocktake you were just working on will now be invisible unless you change the view to include finalised stocktakes.

(Back up to The navigator)

Back at the supplying store...

The operator at the supplying store may then process the information entered by the remote customer by choosing from the menu Customer > Show customer stock history, and looking in the Customer stock history list window for recent entries having a status of wf (web finalised). Double clicking on the desired entry displays the Edit customer stock history window showing the data entered by the remote customer. The details may be reviewed and figures entered in the Actual quantity given column before clicking on Create Customer Invoice, at which point the status changes from wf to sg and it may no longer be edited by the remote customer.

(Back up to The navigator)

Previous: The Web Stocktake module Next: The Dashboard

  • web_interface/msupply_customer.txt
  • Last modified: 2018/05/14 04:18
  • by rozanna