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issuing_goods:transferring_goods_to_another_store [2019/08/28 06:36] – lou | issuing_goods:transferring_goods_to_another_store [2022/02/07 12:24] – [Receiving the goods (customer store)] Gary Willetts | ||
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- | {{indexmenu_n> | + | {{indexmenu_n> |
/ | / | ||
- | ====== | + | ====== |
- | + | 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: | |
- | This feature is available only to those users who are managing more than one store on their systems | + | |
<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) | + | * If you are transferring goods to the receiving store in response to an [[purchasing: |
+ | * Remember to take care to [[issuing_goods:transferring_goods_to_another_store#need_to_finalise_customer_invoice|Finalise | ||
</ | </ | ||
+ | ==== Create a Customer Invoice ==== | ||
<WRAP center round info 90%> | <WRAP center round info 90%> | ||
If you're not able to perform a transfer, there are several possible reasons: | If you're not able to perform a transfer, there are several possible reasons: | ||
- | * There must be more than one store set up in your copy of mSupply. | + | * The customer you're trying to use is not set up as a store in your copy of mSupply. |
- | * You must have the user permission to perform transfers. | + | * You don' |
- | * The store you're transferring to must be visible. To make it visible choose **Special > Show stores** and double-click the store you want to transfer to, then on the preferences tab click the **View name** button and set the visibility on the **Stores** tab. | + | * The store you're transferring to is not visible |
</ | </ | ||
This procedure follows closely the steps as described under [[issuing_goods: | This procedure follows closely the steps as described under [[issuing_goods: | ||
- | You must be logged in to the **issuing** store (the store you're transferring stock **from**); the ' | + | You must be logged in to the **issuing** store (the store you're transferring stock **from**); the ' |
- | {{ : | + | As soon as you select the receiving store name a red //Stock transfer// label confirms |
- | + | ||
- | // Stock transfer// label (under comment field) defines | + | |
{{ : | {{ : | ||
The procedure from this point is identical to that described under [[issuing_goods: | The procedure from this point is identical to that described under [[issuing_goods: | ||
+ | |||
+ | ==== Need to finalise Customer Invoice ==== | ||
+ | |||
<WRAP center round important 90%> | <WRAP center round important 90%> | ||
It is necessary to finalise the transfer when you have finished entering the items to be transferred. Only after finalising the transfer will the new invoice appear on the system, as a supplier invoice in the receiving store, linked to the customer invoice in the issuing store. The status of the supplier invoice in the receiving store will either be confirmed and on hold or finalised, according to the setting you have for the "For stock transfers, the supplier invoice in the receiving store should be…" store preference. See [[other_stuff: | It is necessary to finalise the transfer when you have finished entering the items to be transferred. Only after finalising the transfer will the new invoice appear on the system, as a supplier invoice in the receiving store, linked to the customer invoice in the issuing store. The status of the supplier invoice in the receiving store will either be confirmed and on hold or finalised, according to the setting you have for the "For stock transfers, the supplier invoice in the receiving store should be…" store preference. See [[other_stuff: | ||
</ | </ | ||
+ | |||
+ | If you confirm the stock transfer but do not finalise it, you will be shown a warning if you try to close it, just in case you have forgotten the finalise step: | ||
+ | {{ : | ||
+ | If you did forget to finalise it then click on the // | ||
+ | |||
+ | ==== 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: | ||
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</ | </ | ||
- | == 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. | ||
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===== Receiving the goods (customer store) ===== | ===== Receiving the goods (customer store) ===== | ||
- | In the customer | + | When a **Customer Invoice** (CI) is created //and finalised// (see [[issuing_goods: |
- | {{: | + | {{ : |
- | 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 | + | For instructions |
- | // Previous: [[issuing_goods: | + | \\ |
+ | \\ | ||
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||