Old revisionsBacklinksCopy this pageExport to PDFODT exportBack to top Share via Share via... Twitter LinkedIn Facebook Pinterest Telegram WhatsApp Yammer RedditRecent ChangesSend via e-MailPrintPermalink25. Help × 1. About mSupply 1.01. Introduction 1.02. Why mSupply? 1.03. Who uses mSupply? 1.04. Which mSupply package best suits your organisation? 1.05. Terms, definitions and conventions used in this user guide 2. Setting Up mSupply: Technical Guide 2.01. Requirements 2.02. Installation 2.03. Starting mSupply for the first time 3. Tutorial 3.01. The tutorial like no other 3.02. Logging in 3.03. Opening the example data file 3.04. Navigator 3.05. Creating and viewing items 3.06. Customers and suppliers 3.07. Viewing location in Google Maps 3.08. Enter incoming goods (supplier invoices) 3.09. Enter outgoing goods (customer invoices) 3.10. Entering quotations 3.11. Working with lists 3.12. Where to now? 4. Items 4.01. About items 4.02. Adding a new item 4.03. Item categories 4.05. Programs 4.04. Item master lists 4.06. Stock locations and location types 4.07. Building (manufacturing) items 4.08. Merging two items 4.09. Ad hoc items 4.10. Non-stock items 4.11. Managing drug interaction groups 4.12. Managing item access with Departments 4.13. Prices in mSupply 4.14. Repacking items 4.15. Show items with stock 4.16. Splitting a stock line 4.17. Stocktakes 4.18. Inventory adjustments 4.19. Units 4.20. Forecasting 4.21. Pickfaces and Replenishments setup 4.22. Pickfaces and Replenishments 5. Customers and Suppliers 5.01. Names: using, adding and editing 5.02. Contacts 5.03. Merging two names 5.04. Name categories 5.05. Suppliers: adding and viewing 6. Purchasing 6.01. Ordering stock from suppliers 6.02. Managing purchase orders 6.03. Purchase order categories 6.04. Ordering from one store to another 6.05. Multi-store Purchase Orders 7. Receiving Goods 7.01. Receiving goods (supplier invoices) 7.02. Goods receipt 7.03. Editing pack sizes 7.04. Managing outstanding purchase order lines (pipeline stock) 7.05. Custom stock fields 7.06. Managing donors 8. Issuing Goods 8.01. Issuing goods to a customer (customer invoices) 8.02. Viewing customer invoices 8.03. Backorders 8.04. Electronic invoices 8.05. Transferring goods to another store 8.06. Box management 8.07. Stock control methods for your customers (requisitions) 8.08. Customer budgets 9. Returning Goods 9.01. Return goods to a supplier 9.02. Receiving goods back from a customer 10. Dispensing Goods 10.01. Dispensary mode 10.02. Prescription entry 10.03. Patients 10.04. Patient insurance 10.05. Prescribers 10.06. Abbreviations for dispensing 10.07. Diagnoses 10.08. Label printing preferences 10.09. Warnings 10.10. Patient medication records 10.11. Printer setup for Remote Desktop Client 11. Payments and Receipts 11.01. Payments to suppliers 11.02. Receiving payment from customers 11.03. Prescription payments and credits 11.04. Cash register 12. Supplier Hub 12.01. Configuring the Supplier Hub 12.03. Supplying a Supplier Hub site 12.02. Ordering Process with Supplier Hub 12.04. Receiving goods 13. Reports 13.01. Report basics 13.02. Stock and items reports 13.03. Transaction reports 13.04. Purchasing reports 13.05. Requisition reports 13.06. Customer ordered shortfall report 13.07. ATC and DDD code based reports 13.08. Other reports 13.09. Manage reports 13.10. Saving report templates 13.11. Custom reporting tutorial 13.12. PagePro report editor 14. Barcode Scanning 14.01. Barcode scanning 14.02. Adding barcodes to items 14.03. Barcode scanning and receiving goods 14.04. Barcode scanning and stocktaking 14.05. Barcode scanning and pick list checking 14.06. Barcode label printing 15. Preferences 15.01. General preferences 15.02. Purchase order preferences 15.03. Invoice preferences 15.04. Printing preferences 15.05. Mobile Dashboard set up (before v4.0) 15.06. Entering a new logo 15.07. Synchronisation 15.08. FrontlineSMS 15.09. Barcode scanning preferences 15.10. Options (standard reasons) 15.11. Custom fields 16. Data Import and Export 16.01. Importing items 16.02. Importing items and stock 16.03. Importing names 16.04. Importing prescribers 16.05. Importing abbreviations 16.06. Importing customer budgets 16.07. Importing locations 16.08. Importing supplier invoices 16.09. Exporting items, exporting items and stock 16.10. Exporting locations 16.11. Exporting names 16.12. Exporting records 16.13. Exporting invoices 16.14. Exporting invoices to Moneyworks 16.15. Exporting to MYOB 16.16. Exporting to the dashboard 17. Tenders 17.01. Introduction to tender management 17.02. Standard tender conditions 17.03. Adding suppliers to a tender and inviting responses 17.04. Adding supplier responses to a tender 17.05. Tender reference documents 17.06. Benchmark prices for tenders 17.07. Analysing supplier responses and creating purchase orders 17.08. Supplier instructions for using tender submission web interface 17.09. Using web tenders 18. Remote User Web Interface 18.01. Introduction to web interfaces 18.02. mSupply web server 18.03. mSupply customer web interface: setting up customers 18.04. mSupply customer web interface: guide for customers 18.05. Legacy Web Dashboard 18.06. Mobile Dashboard set up (after v4.0) 18.07. Online catalogue 18.08. Stock web app 18.09. mSupply REST APIs 18.10. mSupply sync API 19. Cold Chain Equipment 19.01. Setting up to use Vaccine Module 20. mSupply Mobile (Android) 20.01. mSupply Mobile user guide 20.02. mSupply Mobile technical instructions for setup 20.03. mSupply configuration for mobile 21. Integration of Other Systems with mSupply 21.01. DHIS2 integration 21.02. FrontlineSMS integration 21.03. mSupply eLMIS interface 21.04. Moneyworks integration 21.05. MYOB 22. Data Tables and Fields 22.01. Main tables 22.02. Other tables 22.03. Foreign keys 22.04. Internal tables 23. Technical Administration 23.01. mSupply client / server installation part 1 23.02. mSupply client / server installation part 2 23.03. mSupply client / server installation part 3 23.04. Schedules and periods 23.05. Web browser access via TSPlus 23.06. Backup 23.07. Automatic updates 23.08. Changing users and passwords 23.09. Diagnostics 23.10. Finalising transactions 23.11. Managing data files 23.12. mSupply dispensary installation 23.13. mSupply server administration 23.14. mSupply deployment 23.15. Managing users 23.16. Show connected users 23.17. License management 23.18. Label printer hardware setup 23.19. The system log 23.20. Server troubleshooting 23.21. Help menu 23.22. Field descriptions 24. Other Topics 24.01. Miscellaneous topics 24.02. Reminders 24.03. Remote synchronisation 24.04. Transaction Status & Type Codes 24.05. Budgets 24.06. Edit menu 24.07. Transaction categories 24.08. Virtual stores 24.09. Bulk Store Preferences Editor 24.10. Custom data 24.11. Currencies 24.12. Using foreign currencies in transactions 24.13. Asset management 24.14. ARV regimen data recording 24.15. Product (drug) registration 24.16. Using the mSupply remote client 24.17. Authorisation 24.18. Remote authorisation 24.19. Misc labels 24.20. Keyboard shortcuts 24.21. Troubleshooting 25. Help 25.01. Support and mSupply Up-to-Date program 25.02. mSupply Support Web Portal 26. Frequently Asked Questions 26.01. How to re-set the mSupply client 26.02. Remote support - installing TeamViewer 26.03. Why is my stock balance report showing negative? 26.04. How to remove stock lines that have ‘0’ available 26.05. What do I need to set up mSupply Mobile? 26.06. Why is my stock on hold? 26.07. How to correct wrong pack sizes 26.08. How to report by invoice category 26.09. Imprest work flow 26.10. Tips and tricks 26.11. Benefits of a multi-store system 26.12. How to access Temp folder 27. Synchronisation 27.01. Sync Site Wizard 27.02. Sync Site Export 27.03. Sync Site Import 28. Client specific information 29. Tips and Tricks 29.1: Customising Item Lists 29.1 (version française): Personnaliser la Liste d'Articles 29.2: Allocating Stock to Customers - the Magic Button 29.2 (version française): Allouer une commande avec le bouton magique 29.3: Reminders 29.3: (version française) Rappels A PDF version of the user guide can also be downloaded from the mSupply site Last modified: 2020/11/30 21:32by Rowena Nelson
