issuing_goods:transferring_goods_to_another_store

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issuing_goods:transferring_goods_to_another_store [2020/08/10 01:49] – [8.05. Transferring goods to another store] Mark Gloverissuing_goods:transferring_goods_to_another_store [2023/05/31 06:57] – [8.05. Transferring goods to another store] Mark Glover
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 /*[[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%>
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 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%>
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 {{ :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:
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 </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.
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 ===== 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]]
  
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  • Last modified: 2023/05/31 06:57
  • by Mark Glover