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--- issuing_goods:transferring_goods_to_another_store [2019/10/25 19:27] – [Receiving the goods (customer store)] Emily Porrello
+++ issuing_goods:transferring_goods_to_another_store [2023/05/31 06:57] (current) – [8.05. Transferring goods to another store] Mark Glover
@@ Line 1: / Line 1: @@
-{{indexmenu_n>60}}
+{{indexmenu_n>50}}
 /*[[http://example.com|External Link]]*/
-====== 8.06. 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 in their mSupply system e.g. a central warehouse that supplies district or regional warehouses, or 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 on their systems - e.g. 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%>
-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>
+==== Create a Customer Invoice ====
 <WRAP center round info 90%>
 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't have the user permission to perform transfers.
-  * 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 to the store you're logged into. 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.
 </WRAP>
 This procedure follows closely the steps as described under [[issuing_goods:issuing_goods_customer_invoice|Issuing Goods to a Customer (Customer Invoices)]]; to avoid unnecessary repetition, please make sure you are familiar with that procedure.
-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 the 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, and select the store in red colored text from the list displayed). You are presented with a window in which you must confirm your intention:
+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)
-{{ :issuing_goods:confirm.png?400 }}
+As soon as you select the receiving store name a red //Stock transfer// label confirms that you are creating a stock transfer:
-// Stock transfer// label (under comment field) defines that the goods being issued are for a store. not for a customer.
 {{ :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)]].
+==== Need to finalise Customer Invoice ====
 <WRAP center round important 90%>
@@ Line 35: / Line 37: @@
 {{ :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.
+==== 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:
@@ Line 46: / Line 51: @@
 </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.
@@ Line 52: / Line 57: @@
 ===== 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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-|  //  Previous:  **[[issuing_goods:electronic_invoices|8.05. Electronic invoices]]** | | Next: **[[issuing_goods:boxes|8.07. Box management]]** //  |
+|  //  Previous:  **[[issuing_goods:electronic_invoices|8.04. Electronic invoices]]** | | Next: **[[issuing_goods:boxes|8.06. Box management]]** //  |
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