issuing_goods:boxes

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issuing_goods:boxes [2023/01/17 12:32] – [Getting a suggested pack] Gary Willettsissuing_goods:boxes [2023/07/17 22:58] (current) – [Manually packing boxes] Mark Glover
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   * The simple method allows you to directly enter any Box identifiers in the **Boxes** column   * The simple method allows you to directly enter any Box identifiers in the **Boxes** column
     * To use this method you should **not** turn on the preference mentioned below. You simply click twice (slowly) in the box numbers column of the "Transport details" tab on a customer invoice and enter box numbers.     * To use this method you should **not** turn on the preference mentioned below. You simply click twice (slowly) in the box numbers column of the "Transport details" tab on a customer invoice and enter box numbers.
-  * If you want to assign exact quantities of each invoice line to a box or boxes, and also possibly record box weights and volumes, you need to: +  * If you want to assign exact quantities of each invoice line to a box or boxes, and also possibly record box weights and volumes, you need to turn on the **Able to pack items into multiple boxes** preference: 
-    * Choose Special > Show Stores+    * Choose **Special** > **Show Stores**
     * Double-click on the store in question (you might only have one)     * Double-click on the store in question (you might only have one)
     * Click on the **preferences** tab     * Click on the **preferences** tab
-    * Check "Able to pack items into multiple boxes" - see details on the [[other_stuff:virtual_stores#preferences_tab|24.08. Virtual stores]] page.+    * Check the "Able to pack items into multiple boxes" preference - see details on the [[other_stuff:virtual_stores#preferences_tab|24.08. Virtual stores]] page.
  
-The rest of this page assumes you're using mSupply with this preference checked.+The rest of this page assumes you're using mSupply with the **Able to pack items into multiple boxes** preference turned on.
  
 ==== Setting up boxes ==== ==== Setting up boxes ====
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   * Click **Manage Boxes** (Note: if you haven't turned on the preference as above, these buttons are hidden)   * Click **Manage Boxes** (Note: if you haven't turned on the preference as above, these buttons are hidden)
   * You'll see this window:   * You'll see this window:
-{{ :issuing_goods:box_manage.png |}}+{{ :issuing_goods:box_manage.png?600 |}}
   * Click **New** to add boxes   * Click **New** to add boxes
   * We suggest you keep box names short. e.g. 1, 2, 3, 4  or A, B, C, D   * We suggest you keep box names short. e.g. 1, 2, 3, 4  or A, B, C, D
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   * Double-click the line to assign to boxes.   * Double-click the line to assign to boxes.
   * Let's say in the example above, you got a supplementary request to increase the water for injection quantity from 100 to 2000. You go back to the "general" tab and do this. Now back on the transport tab you double-click the water for injection. This is what you would see:   * Let's say in the example above, you got a supplementary request to increase the water for injection quantity from 100 to 2000. You go back to the "general" tab and do this. Now back on the transport tab you double-click the water for injection. This is what you would see:
-{{ :issuing_goods:boxes_dist_items_across_boxes.png |}}+{{ :issuing_goods:boxes_dist_items_across_boxes.png?400 |}}
   * Notice that at the top of the window "1900" is in red. That's the quantity still to distribute.   * Notice that at the top of the window "1900" is in red. That's the quantity still to distribute.
   * Click the **Add to box** button.   * Click the **Add to box** button.
   * You'll see this window:   * You'll see this window:
-{{ :issuing_goods:boxes_dist_items_input.png |}}+{{ :issuing_goods:boxes_dist_items_input.png?400 |}}
   * Let's say we're going to put 1000 in box A and the remaining 900 in box B   * Let's say we're going to put 1000 in box A and the remaining 900 in box B
     * Enter 1000 in the quantity field     * Enter 1000 in the quantity field
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     * Fill out the window to enter 900 in box **B** and click **OK** to close the window.     * Fill out the window to enter 900 in box **B** and click **OK** to close the window.
     * Now your window should look like this:     * Now your window should look like this:
-{{ :issuing_goods:boxes_dist_items_across_boxes_after.png |}}+{{ :issuing_goods:boxes_dist_items_across_boxes_after.png?400 |}}
   * You can double-click a row to edit it.   * You can double-click a row to edit it.
   * To delete a row, click on it to highlight it, then click **Delete**   * To delete a row, click on it to highlight it, then click **Delete**
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   * If you click **Manage Boxes** and then double-click a box you will be shown a list of items in that box.   * If you click **Manage Boxes** and then double-click a box you will be shown a list of items in that box.
   * You can also set the measured weight and volume in this window, which will usually be somewhat higher than the calculated weight/volume:   * You can also set the measured weight and volume in this window, which will usually be somewhat higher than the calculated weight/volume:
-{{ :issuing_goods:box_weight_vol_adjust.png |}} 
  
 +{{ :issuing_goods:box_weight_vol_adjust.png?400 |}}
  
 +Note that if the box has a **Type** then the **Packed length (m)**, **Packed width (m)**, **Packed height (m)** and **Packed volume (m3)** fields become read only and display the values of the box's type.
 ==== Printing packing list for each box ==== ==== Printing packing list for each box ====
   * We have custom printing forms available that will print packing lists for each box. Ask us for more details.   * We have custom printing forms available that will print packing lists for each box. Ask us for more details.
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 {{ :issuing_goods:pasted:20230117-105204.png?650 |}} {{ :issuing_goods:pasted:20230117-105204.png?650 |}}
  
-mSupply will calculate the suggested pack and display it in a new window like this:+mSupply will calculate the suggested pack and display it in a new window like this (note: any lines that are already partly packed in a box are not included in the suggested pack):
  
 {{ :issuing_goods:pasted:20230117-121500.png?650 |}} {{ :issuing_goods:pasted:20230117-121500.png?650 |}}
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 The manufacturer cartons are shown first (if any have been detected) and will always be shown as 100% full and 0% empty. The manufacturer cartons are shown first (if any have been detected) and will always be shown as 100% full and 0% empty.
  
-They are then followed by the boxes to be packed. The box name and type is shown for the first line of each box only. Different boxes are separated by a blank line. So, in the example suggested pack shown above, box 1 is a medium box and should have 1 pack of Test item 03 (pack size 25, batch ZXCV1234, expiry date 31/08/2025) and 2 packs of Test item 01 (pack size 1000, batch ABCD1234, Expiry date 31/05/2024) packed in it.+They are then followed by the boxes to be packed. The box name and type is shown for the first line of each box only and different boxes are separated by a blank line. So, in the example suggested pack shown above, box 1 is a medium box and should have 1 pack of Test item 03 (pack size 25, batch ZXCV1234, expiry date 31/08/2025) and 2 packs of Test item 01 (pack size 1000, batch ABCD1234, Expiry date 31/05/2024) packed in it.
  
 +If you are not happy with the suggested pack you can reject is by clicking on the **Reject** button. This will close the suggested pack window and log that it was rejected.
  
 +If you wish to accept this suggested pack, click on the **Accept** button. This will log the acceptance and create the boxes and pack the items into them as shown in the suggested pack. The Transport details tab is then updated ot show the lines packed into the appropriate boxes. This is what the example above looks like after the pack has been accepted:
  
-MORE INFORMATION COMING SOON!+{{ :issuing_goods:pasted:20230117-124837.png?650 |}} 
 + 
 +If you want to print out the suggested pack (might be helpful to help the packers!) check the printer checkbox in the bottom right hand corner before clicking on the **Accept** or **Reject** buttons. 
 + 
 +<WRAP info center round 90%> 
 +**Please note:** you can edit a suggested pack and the individual boxes created by it after the pack has been accepted if you wish. All the standard box management functions described above will work for boxes created by a suggested pack (including emptying and deleting boxes). 
 +</WRAP> 
 + 
 + 
 +==== Accepted pack report ==== 
 +You can run a report on how mamny customer invoices were packed using the suggested pack. To do this, choose //Report > Suggested pack acceptance// from the menus. The report options window will open: 
 + 
 +{{ :issuing_goods:pasted:20230117-131310.png?400 |}} 
 + 
 +Select the dates between which the **creation date** of customer invoices must fall to be included in the report. The //Previous month// is selected by default but you can select different **From** and **To** dates manually, by using the calendar icons or by using the quick selector drop down list. 
 + 
 +Click on the **OK** button to run the report, which will look like this: 
 + 
 +{{ :issuing_goods:pasted:20230119-100225.png?650 |}} 
 + 
 +The final column shows a ''Y'' if the suggested pack was accepted for this invoice, an ''N'' if it was rejected and is blank if an invoice has never had a suggested pack.  
 + 
 +The report uses the pack acceptance/rejection log entries to decide whether the pack was accepted or not. The last pack acceptance/rejection log entry for an invoice is the one that tells mSupply whether the pack was finally accepted or rejected, regardless of how many suggested packs have been carried out on an invoice.
  
 \\ \\
  • Last modified: 2023/01/17 12:32
  • by Gary Willetts