Old revisionsBacklinksCopy this pageExport to PDFODT exportBack to top Share via Share via... Twitter LinkedIn Facebook Pinterest Telegram WhatsApp Yammer RedditRecent ChangesSend via e-MailPrintPermalink26. 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 4.04. Item master lists 4.05. Programs 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. Name tags 5.06. 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. Supplier invoices 7.02. Goods receipts 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 reports 13.12. SuperReport 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 14.07. Barcode scanning and prescriptions 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 preferences 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. Importing assets 16.10. Exporting items, exporting items and stock 16.11. Exporting locations 16.12. Exporting names 16.13. Exporting records 16.14. Exporting invoices 16.15. Exporting invoices to Moneyworks 16.16. Exporting to MYOB 16.17. Exporting assets 16.18. 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. 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 19.02. Cold Chain App Notifications 20. Assets 20.01. Assets setup 20.02. Asset management 21. mSupply Mobile (Android) 21.01. mSupply Mobile user guide 21.02. mSupply Mobile technical instructions for setup 21.03. mSupply configuration for mobile 22. Integration of Other Systems with mSupply 22.01. DHIS2 integration 22.02. FrontlineSMS integration 22.03. mSupply eLMIS interface 22.04. Moneyworks integration 22.05. MYOB 23. Data Tables and Fields 23.01. Main tables 23.02. Other tables 23.03. Foreign keys 23.04. Internal tables 24. Technical Administration 24.01. mSupply client / server installation part 1 24.02. mSupply client / server installation part 2 24.03. mSupply client / server installation part 3 24.04. Schedules and periods 24.05. Web browser access via TSPlus 24.06. Backup 24.07. Automatic updates 24.08. Changing users and passwords 24.09. Diagnostics 24.10. Finalising transactions 24.11. Managing data files 24.12. mSupply dispensary installation 24.13. mSupply server administration 24.14. mSupply deployment 24.15. Managing users 24.16. Show connected users 24.17. License management 24.18. Label printer hardware setup 24.19. The system log 24.20. Server troubleshooting 24.21. Help menu 24.22. Field descriptions 25. Other Topics 25.01. Miscellaneous topics 25.02. Reminders 25.03. Remote synchronisation 25.04. Transaction Status & Type Codes 25.05. Budgets 25.06. Edit menu 25.07. Transaction categories 25.08. Virtual stores 25.09. Bulk Store Preferences Editor 25.10. Custom data 25.11. Currencies 25.12. Using foreign currencies in transactions 25.13. ARV regimen data recording 25.14. Product (drug) registration 25.15. Using the mSupply remote client 25.16. Authorisation 25.17. Remote authorisation 25.18. Misc labels 25.19. Keyboard shortcuts 25.20. Troubleshooting 26. Help 26.01. Support and mSupply Up-to-Date program 26.02. mSupply Support Web Portal 27. Frequently Asked Questions 27.02. Remote support - installing TeamViewer 27.01. How to re-set the mSupply client 27.03. Why is my stock balance report showing negative? 27.04. How to remove stock lines that have ‘0’ available 27.05. What do I need to set up mSupply Mobile? 27.06. Why is my stock on hold? 27.07. How to correct wrong pack sizes 27.08. How to report by invoice category 27.09. Imprest work flow 27.10. Tips and tricks 27.11. Benefits of a multi-store system 27.12. How to access Temp folder 27.13. Fixing incorrectly received stock 28. Synchronisation 28.01. Sync Site Wizard 28.02. Sync Site Export 28.03. Sync Site Import 29. Client specific information 30. Tips and Tricks 30.1: Customising Item Lists 30.1 (version française): Personnaliser la Liste d'Articles 29.2: Allocating Stock to Customers - the Magic Button 30.2 (version française): Allouer une commande avec le bouton magique 30.3: Reminders 30.3: (version française) Rappels 30.4: Keyboard shortcuts 30.4: (version français) Raccourcis Clavier A PDF version of the user guide can also be downloaded from the mSupply site Last modified: 2021/03/31 14:35by Gary Willetts
