issuing_goods:issuing_goods_customer_invoice

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issuing_goods:issuing_goods_customer_invoice [2023/05/11 14:55] – [Selecting from stock lines] Gary Willettsissuing_goods:issuing_goods_customer_invoice [2023/08/29 18:36] (current) – [Printing an invoice: picking slips and delivery notes] Mark Glover
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 == Process button (grinder icon) == == Process button (grinder icon) ==
 Clicking this button shows a menu with the following choices: Clicking this button shows a menu with the following choices:
-  - **Renumber lines:**  will re-assign line numbers to all lines on the invoice according to their current order (you can move lines around by dragging and dropping to a new position. + 
-  - **Issue stock for all placeholder lines:**  This option will go through each placeholder line on the invoice and attempt to issue stock.  +**1. Renumber lines:**  will re-assign line numbers to all lines on the invoice according to their current order (you can move lines around by dragging and dropping to a new position. 
-  + 
-<WRAP center round info 95%> +**2. Issue stock for all placeholder lines:**  This option will go through each placeholder line on the invoice and issue stock to them by taking stock from stock lines in the order described in the [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|Selecting from stock lines]] section below. This can be really helpful but, beware, there are good reasons why you might not want this to happen, including:
-  * There are several factors that affect the success of the **Issue stock for all placeholder lines** operation, so you should review the automatic choices mSupply makes to ensure it is appropriate. +
-  * mSupply will issue the oldest expiry stock first.  There are good reasons why you might not want this to happen, including:+
     * Availability of sufficient stock of the line in question     * Availability of sufficient stock of the line in question
-    * Pack sizes that fit with the quantity/pack on the placeholder line.  mSupply will happily issue parts of a pack.  In reality, you may wish to choose from a different stock line with different pack sizes! +    * Pack sizes that fit with the quantity/pack on the placeholder line. mSupply will happily issue parts of a pack. In reality, you may wish to choose from a different stock line with different pack sizes! 
-</WRAP>+    * You might want to issue stock belonging to a particular program or donor. 
  
  
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 {{ :issuing_goods:ship_mth_1.png?300 }} {{ :issuing_goods:ship_mth_1.png?300 }}
  
-To enter a new method, click the **New** button. To edit an existing method, double-click the item in the list and edit its details. To delete a method, click on it in the list to select it then click on the **Delete** button. You will not be able to delete a shipping method if it is being used by a customer invoice.+<WRAP center round alert 60%> 
 +Plan carefully before creation of shipping methods.  Once created, a shipping method can be edited, but it <wrap em>can't be deleted if even a single customer invoice is using it...</wrap> 
 +</WRAP> 
 +  * To enter a new method, click the **New** button.  
 +  * To edit an existing method, double-click the item in the list and edit its details. 
 +  * To delete a method, click on it in the list to select it then click on the **Delete** button. <wrap em>You will not be able to delete a shipping method if it is being used by a customer invoice.</wrap>  Depending on the status of the CI, you may be able to change a shipping method ;-)
  
 == Responsible officer == == Responsible officer ==
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 {{ :issuing_goods:iss_goods2_pl_holder.png?600 }} {{ :issuing_goods:iss_goods2_pl_holder.png?600 }}
  
-The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock.+The Redistribute all button takes the quantity on placeholder lines and re-assigns it to actual batches in stock, assigning stock from stock lines in the order described in the [[issuing_goods:issuing_goods_customer_invoice#selecting_from_stock_lines|Selecting from stock lines]] section above.
  
 When you are not editing a placeholder line, the button is not visible. When you are not editing a placeholder line, the button is not visible.
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 {{ :issuing_goods:customer_invoice_print_options.png?400 |}} {{ :issuing_goods:customer_invoice_print_options.png?400 |}}
 +
 +==== Form to use ====
  
 The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you. The **Form to use** drop down list contains all the options for the format of the print out you will get. All the standard mSupply options will be here, as well as any custom forms we have created for you.
  
 If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button. If the form you selected to use wasn't the one offered by default and you want to set it to be the default from now on (beware, this will set it for everyone!) then check the **Remember this choice** checkbox before you click on the **OK** button.
 +
 +==== Dispatch labels ====
  
 If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing:printer_setup|Printing preferences (setup)]] for details on how to do this. If you only want to print the dispatch labels and not a delivery note then select the //None// option in the **Form to use** drop down list. If you want to print dispatch labels to go on each box then check the **Print dispatch labels** checkbox. This will print labels on 100x150mm labels on a label printer, not the usual A4 paper printer you print the picking slips and delivery notes with so you must have configured that in mSupply first - see [[dispensing:printer_setup|Printing preferences (setup)]] for details on how to do this. If you only want to print the dispatch labels and not a delivery note then select the //None// option in the **Form to use** drop down list.
 +
 +==== Print destination ====
  
 The print **Destination** options: The print **Destination** options:
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   * **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed).   * **Export to Excel**: the invoice will be exported as a spreadsheet file and opened for you (provided you have a spreadsheet application installed).
  
-The general process for distributing your goods should be this:+==== Recommended process ==== 
 + 
 +The recommended process for distributing your goods is this:
   - Create the customer invoice (new or suggested status).   - Create the customer invoice (new or suggested status).
   - Print the picking slip and give it to the staff who will pick the goods off the shelves.   - Print the picking slip and give it to the staff who will pick the goods off the shelves.
  • Last modified: 2023/05/11 14:55
  • by Gary Willetts