Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision |
issuing_goods:transferring_goods_to_another_store [2020/05/06 14:43] – Gary Willetts | issuing_goods:transferring_goods_to_another_store [2023/05/31 06:57] – [8.05. Transferring goods to another store] Mark Glover |
---|
/*[[http://example.com|External Link]]*/ | /*[[http://example.com|External Link]]*/ |
====== 8.05. Transferring goods to another store ====== | ====== 8.05. Transferring goods to another store ====== |
This feature is available only to those users who are managing more than one store on their systems e.g. if you have a central warehouse that supplies district or regional warehouses, or if you have a general store for holding stock and you supply a dispensary with their day to day needs - see [[other_stuff:virtual_stores|Virtual stores]]. | This feature is available only to those users who are managing more than one store in their mSupply system e.g. if you have a central warehouse that supplies district or regional warehouses, or if you have a general store for holding stock and you supply a dispensary with their day to day needs - see [[other_stuff:virtual_stores|Virtual stores]]. |
| |
<WRAP center round alert 90%> | <WRAP center round alert 90%> |
If you are transferring goods to the receiving store in response to an internal requisition (purchase order) from that store, **DO NOT follow the instructions in this section**. Instead please refer to [[purchasing:ordering_from_one_store_to_another#processing_the_order_supplying_store|Processing the order (supplying store)]] | * If you are transferring goods to the receiving store in response to an [[purchasing:ordering_from_one_store_to_another#internal_orders|Internal Order]] or [[purchasing:ordering_from_one_store_to_another#purchase_orders|Purchase Order]] from that store, **DO NOT** [[issuing_goods:transferring_goods_to_another_store#create_a_customer_invoice|Create a new Customer Invoice]] as described at the top of this section. Instead process the [[issuing_goods:stock_control_methods#response_internal_requisitions|Response requisitions]]. |
| * Remember to take care to [[issuing_goods:transferring_goods_to_another_store#need_to_finalise_customer_invoice|Finalise the Customer Invoice]]. |
</WRAP> | </WRAP> |
| ==== Create a Customer Invoice ==== |
| |
<WRAP center round info 90%> | <WRAP center round info 90%> |
You must be logged in to the **issuing** store (the store you're transferring stock **from**); the 'customer' in this process is the receiving store. So, you create a new invoice from the //Customer// menu, and in the //Name// field you put the name of the receiving store in the normal way (i.e. type the first few letters of the store's name, press the //Tab// key on the keyboard, and select the store in red colored text from the list displayed) | You must be logged in to the **issuing** store (the store you're transferring stock **from**); the 'customer' in this process is the receiving store. So, you create a new invoice from the //Customer// menu, and in the //Name// field you put the name of the receiving store in the normal way (i.e. type the first few letters of the store's name, press the //Tab// key on the keyboard, and select the store in red colored text from the list displayed) |
| |
Ass soon as you select the receiving store name a red //Stock transfer// label confirms that you are creating a stock transfer: | As soon as you select the receiving store name a red //Stock transfer// label confirms that you are creating a stock transfer: |
| |
{{ :issuing_goods:stock_transfer.png?550 }} | {{ :issuing_goods:stock_transfer.png?550 }} |
| |
The procedure from this point is identical to that described under [[issuing_goods:issuing_goods_customer_invoice|Issuing Goods to a Customer (Customer Invoices)]]. | The procedure from this point is identical to that described under [[issuing_goods:issuing_goods_customer_invoice|Issuing Goods to a Customer (Customer Invoices)]]. |
| |
| ==== Need to finalise Customer Invoice ==== |
| |
| |
<WRAP center round important 90%> | <WRAP center round important 90%> |
{{ :issuing_goods:stock_transfer_warning.png?400 |}} | {{ :issuing_goods:stock_transfer_warning.png?400 |}} |
If you did forget to finalise it then click on the //Finalise// button and mSupply will finalise the invoice for you (and create a supplier invoice in the receiving store). If you want to keep the invoice at confirmed status (and not create the supplier invoice in the receiving store) then click on the //Leave as confirmed// button. | If you did forget to finalise it then click on the //Finalise// button and mSupply will finalise the invoice for you (and create a supplier invoice in the receiving store). If you want to keep the invoice at confirmed status (and not create the supplier invoice in the receiving store) then click on the //Leave as confirmed// button. |
| |
| ==== Visibility of items in both stores ==== |
| |
| |
If the item(s) you are transferring are not visible in the receiving store the following message will appear: | If the item(s) you are transferring are not visible in the receiving store the following message will appear: |
</WRAP> | </WRAP> |
| |
== Reversal of stock transfer == | ==== Reversal of stock transfer ==== |
| |
Should a reversal of a stock transfer be necessary, this may be achieved by the operator at the sending store, and only if the receiving store has not issued any of the transferred stock. | Should a reversal of a stock transfer be necessary, this may be achieved by the operator at the sending store, and only if the receiving store has not issued any of the transferred stock. |
===== Receiving the goods (customer store) ===== | ===== Receiving the goods (customer store) ===== |
| |
In the customer store a Supplier Invoice will be automatically generated, provided that the Customer Invoice in the sending store was finalised - see above! You can view the customer invoice record via the **Suppliers** tab on the Navigator or via the **Supplier > Show invoices...** menu item. | When a **Customer Invoice** (CI) is created //and finalised// (see [[issuing_goods:transferring_goods_to_another_store#need_to_finalise_customer_invoice|above]]!) in a Supplying store, a **Supplier Invoice** (SI) will be automatically generated in the customer store. You can view the customer invoice via the //Suppliers// tab on the Navigator or via the **Supplier > Show invoices...** menu item: |
| |
{{:issuing_goods:supplier_invoice.png|}} | {{ :issuing_goods:supplier_invoice.png?600 |}} |
| |
On the supplier invoice the lines from the customer invoice will have been filled in automatically. | * Double-click on any supplier invoice in the list to open it. |
| * On the supplier invoice, the lines from the customer invoice will have been filled in automatically. |
| |
Depending on your store preferences, this customer invoice may or may not be locked, or finalised. | For instructions on processing the stock from the Supplier Invoice in to your store, refer [[receiving_goods:supplier_invoices#processing_supplier_invoices|Processing supplier invoices]] |
| |
\\ | \\ |
| // Previous: **[[issuing_goods:electronic_invoices|8.04. Electronic invoices]]** | | Next: **[[issuing_goods:boxes|8.06. Box management]]** // | | | // Previous: **[[issuing_goods:electronic_invoices|8.04. Electronic invoices]]** | | Next: **[[issuing_goods:boxes|8.06. Box management]]** // | |
---- struct data ---- | ---- struct data ---- |
| pagestatus.status : |
---- | ---- |
| |