faq:imprest_work_flow

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faq:imprest_work_flow [2019/10/16 13:47] – [Imprest work flow] Emily Porrellofaq:imprest_work_flow [2021/10/08 11:41] (current) – Gary Willetts
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-====== 24.09. Imprest work flow ====== +====== 28.09. Imprest work flow ======
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 Version : v3.11 or v3.12 or later Version : v3.11 or v3.12 or later
  
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   * Select Item > Show Item master list... from the menus to create a master list (see [[items:master_lists|here]] for details).   * Select Item > Show Item master list... from the menus to create a master list (see [[items:master_lists|here]] for details).
   * Assign the master list to the customer. See [[items:master_lists#assigning_a_list_to_a_customer|Item Lists > Assigning a list to a customer]] for instructions.   * Assign the master list to the customer. See [[items:master_lists#assigning_a_list_to_a_customer|Item Lists > Assigning a list to a customer]] for instructions.
-===== Create an Imprest =====+===== Create an imprest =====
  
 Click on ‘Requisitions’ in the ‘Customer’ (or Patients) tab.. Click on the //New customer imprest// icon in he window which appears. Click on ‘Requisitions’ in the ‘Customer’ (or Patients) tab.. Click on the //New customer imprest// icon in he window which appears.
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 When you've selected batches for every line, make sure the //Hold// checkbox is not checked then confirm the invoice to assign the stock to the customer. Now all you have to do is print off the pick list, physically pick the stock off the shelves and send it to the customer. Congratulations - job done! When you've selected batches for every line, make sure the //Hold// checkbox is not checked then confirm the invoice to assign the stock to the customer. Now all you have to do is print off the pick list, physically pick the stock off the shelves and send it to the customer. Congratulations - job done!
  
-// Previous: [[faq:how_to_report_by_invoice_category|How To Report by Invoice Category]]     Next: [[faq:tipsandtricks |FAQ: Tips and Tricks]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[faq:how_to_report_by_invoice_category]]** | | Next: **[[faq:tipsandtricks]]** //  |
  
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  • Last modified: 2019/10/16 13:47
  • by Emily Porrello