web_interface:msupply_customer_howto

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web_interface:msupply_customer_howto [2019/11/29 06:00] – [The navigator] Mark Gloverweb_interface:msupply_customer_howto [2021/10/08 09:42] (current) – Gary Willetts
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-{{indexmenu_n>45}} +{{indexmenu_n>40}} 
-====== 16.04. mSupply customer web interface: guide for customers ======+====== 19.04. mSupply customer web interface: guide for customers ======
 The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface:msupply_customer_howto#back_at_the_supplying_store|Back at the supplying store...]] section at the end which describes what happens in mSupply in response to the orders sent by the customer. The first section of this page covers the use of the interface itself by the customer. There is a small [[web_interface:msupply_customer_howto#back_at_the_supplying_store|Back at the supplying store...]] section at the end which describes what happens in mSupply in response to the orders sent by the customer.
  
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 When it has loaded (the time this takes will depend on the speed of your internet connection), you will be shown the login page: When it has loaded (the time this takes will depend on the speed of your internet connection), you will be shown the login page:
  
-{{ :web_interface:customer_interface_login.png? }}+{{ :web_interface:customer_interface_login.png?300 }}
  
 Enter your username and password and click **Login** Enter your username and password and click **Login**
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 You are now shown the mSupply customer navigator screen: You are now shown the mSupply customer navigator screen:
  
-{{ :web_interface:webCustomerWelcome.png?1000 |}}+{{ :web_interface:webCustomerWelcome.png?800 |}}
  
-Here we are logged in as user "Mike.Smith" who works for the customer "Alpha Clinic".+Here we are logged in as user "afms" who works for the customer "Ames Free Medical Clinic".
  
-The "Alpha Clinic" is set to use the store "General Warehouse" as their supplying store.+The "Ames Free Medical Clinic" is set to use the store "General Warehouse" as their supplying store.
  
 Click on: Click on:
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 Select **Show Orders** to display a list of orders that have been created.  Select **Show Orders** to display a list of orders that have been created. 
  
-{{ :web_interface:show_orders.png?1000 |}}+{{ :web_interface:show_orders.png?800 |}}
  
 To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/Edit** button (top right) To view or edit an existing order, click on the order in the table to highlight it, then click on the **View/Edit** button (top right)
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 Click on **Create Order** to display the screen for entering an order: Click on **Create Order** to display the screen for entering an order:
  
-{{ :web_interface:order_create.png?1000 |}}+{{ :web_interface:order_create.png?800 |}}
 \\ \\
  
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 Repeat this to add further items to your order. Repeat this to add further items to your order.
  
-{{ :web_interface:order_details.png?1000 |}}+{{ :web_interface:order_details.png?800 |}}
  
 Information can be entered in the fields **Our ref** and **Comment**, but these are optional. Information can be entered in the fields **Our ref** and **Comment**, but these are optional.
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 When you have completed the order, click on the **Finalise** button. This will submit the order to the supplying store in mSupply and no further changes will be possible.  It will now be visible under the //Show Orders// option **until the supplying store processes it**. It is also visible and available for processing in mSupply at the supplying store.  When you have completed the order, click on the **Finalise** button. This will submit the order to the supplying store in mSupply and no further changes will be possible.  It will now be visible under the //Show Orders// option **until the supplying store processes it**. It is also visible and available for processing in mSupply at the supplying store. 
- 
  
 <WRAP center round info 60%> <WRAP center round info 60%>
-A note for the mSupply 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: [[issuing_goods:issuing_goods_customer_invoice#confirming_an_invoice_with_placeholder_lines|Redistribute placeholder lines]].+A note for the mSupply user processing the order in the warehouse: 
 +  * The customer's order will appear in mSupply Desktop as a **Customer Invoice** with status of ''wf'' (web finalised). This means that while the customer can no longer edit the order, the supplying store's desktop user can. 
 +  * 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 apply stock to the placeholder lines, refer to [[issuing_goods:issuing_goods_customer_invoice#confirming_an_invoice_with_placeholder_lines|Redistribute placeholder lines]]. 
 +  * When stock has been applied to the various lines, the invoice is processed in the normal way (refer [[issuing_goods:issuing_goods_customer_invoice|Issuing goods to a customer (customer invoices)]]) to create the picking list and dispatch note as required before the goods are dispatched to the customer.
 </WRAP> </WRAP>
 +
 +
  
 ==== Using an order list ==== ==== Using an order list ====
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 Click **Search Items** to make a search of items available in the supplying store. It will display this screen: Click **Search Items** to make a search of items available in the supplying store. It will display this screen:
  
-{{ :web_interface:search_items.png?900 |}}+{{ :web_interface:search_items.png?800 |}}
  
 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). Click on **Search** and the search will be made. When the search is complete the list of items matching your search criteria will be displayed: 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). Click on **Search** and the search will be made. When the search is complete the list of items matching your search criteria will be displayed:
  
-{{ :web_interface:itemList.png |}}+{{ :web_interface:itemList.png?800 |}}
  
 Click the row of a specific item and click on **Item details** to see the details: Click the row of a specific item and click on **Item details** to see the details:
  
-{{ :web_interface:itemDetails.png |}}+{{ :web_interface:itemDetails.png?800 |}}
  
 <WRAP center round important 60%> <WRAP center round important 60%>
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 Select **Show Invoices** to display a list of invoices that have been created in the supplying store for you: Select **Show Invoices** to display a list of invoices that have been created in the supplying store for you:
  
-{{ :web_interface:showInvoices.png |}}+{{ :web_interface:showInvoices.png?800 |}}
  
 === Columns === === Columns ===
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 <WRAP center round info 60%> <WRAP center round info 60%>
-Depending on the configuration of mSupply, it is possible to dispatch an order without actually finalizing it.  So you may find yourself receiving and order that hasn't been finalized.+Depending on the configuration of mSupply, it is possible to dispatch an order without actually finalizing it.  So you may find yourself receiving an order that hasn't actually been finalized.
 </WRAP> </WRAP>
  
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   - Click on the **SEARCH** button   - Click on the **SEARCH** button
  
-{{ :web_interface:searchInvoices.png |}}+{{ :web_interface:searchInvoices.png?800 |}}
  
 === View invoice details === === View invoice details ===
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   - Click on the **VIEW** button at the top right   - Click on the **VIEW** button at the top right
  
-{{ :web_interface:invoiceDetails.png |}} +{{ :web_interface:invoiceDetails.png?800 |}}
- +
-[[#the_navigator|(Back up to The navigator)]] +
- +
-==== Back at the supplying store... ==== +
-All orders finalised in the customer interface are sent to the customer's supplying store in mSupply. The mSupply operator logged into the supplying store will see these orders as **wf** status customer invoices. +
- +
-These invoices contain placeholder lines representing the quantities ordered by the customer. The mSupply operator at the supplying store must then assign stock to these lines in the normal way (see the [[issuing_goods:issuing_goods_customer_invoice#editing_a_placeholder_line_on_an_invoice|Editing a placeholder line on an invoice]] and surrounding sections for details). +
- +
-As soon as the operator has closed the **wf** status invoice and closed it again (whether they have edited it or not) in mSupply, the invoice is changed to **sg** status (unless it has been placed on hold) and it will no longer be visible in the customer interface. +
- +
-When stock has been applied to the various lines, the invoice is processed in the normal way (see the [[issuing_goods:issuing_goods_customer_invoice|Issuing goods to a customer (customer invoices)]] section for details) to create the picking list and dispatch note as required before the goods are dispatched to the customer. +
  
 [[#the_navigator|(Back up to The navigator)]]\\ [[#the_navigator|(Back up to The navigator)]]\\
 \\ \\
-|  //  Previous:  **[[web_interface:msupply_customer_setup|16.03. mSupply customer web interface: setting up customers]]** | | Next: **[[web_interface:dashboard_using|16.05. Dashboard]]** //  |+|  //  Previous:  **[[web_interface:msupply_customer_setup]]** | | Next: **[[web_interface:dashboard_using]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/11/29 06:00
  • by Mark Glover