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purchasing:ordering_from_one_store_to_another [2018/12/21 13:21] – Adrian Boone | purchasing:ordering_from_one_store_to_another [2020/03/13 04:33] – [Entering an internal order] Mark Glover | ||
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<wrap info> | <wrap info> | ||
- | ====== Ordering from one store to another ====== | + | ====== |
If you run mSupply using [[other_stuff: | If you run mSupply using [[other_stuff: | ||
There are two ways you can do this: | There are two ways you can do this: | ||
- | - Create purchase orders (internal requisitions) where the supplier is another store. | ||
- | - In versions of mSupply newer than v4.01, internal orders are the desktop equivalent of [[mobile: | ||
- | ===== Internal Requisitions ===== | + | * Create purchase orders (internal requisitions) where the supplier is another store. In versions of mSupply prior to v4.01, these generated a single customer invoice in the supplying store, but in newer versions there is an extra intermediate step to generate a [[issuing_goods: |
+ | - create purchase order to supplying store in requesting store | ||
+ | - when the purchase order is confirmed, a response requisition is automatically created in the supplying store | ||
+ | - in the supplying store, multiple customer invoices can be created from the response requisition | ||
+ | - when each customer invoice is finalised, a goods received record is automatically created in the requesting store | ||
+ | - when each goods received record is finalised, the received quantities for the purchase order are updated and a supplier invoice is automatically created | ||
+ | |||
+ | * In versions of mSupply newer than v4.01, internal orders are the desktop equivalent of [[mobile: | ||
+ | - create internal order to supplying store in requesting store | ||
+ | - when the internal order is finalised, a response requisition is automatically created in the supplying store | ||
+ | - in the supplying store, multiple customer invoices can be created from the response requisition | ||
+ | - when each customer invoice is finalised, a supplier invoice is automatically created in the requesting store | ||
- | ==== Using a Purchase Order to order from another store ==== | ||
+ | ===== Purchase orders ===== | ||
+ | ==== Using a purchase order to order from another store ==== | ||
For the most part, the process is the same as for [[purchasing: | For the most part, the process is the same as for [[purchasing: | ||
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==== Processing the order (supplying store) ==== | ==== Processing the order (supplying store) ==== | ||
- | |||
For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods: | For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods: | ||
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==== Receiving the goods (requesting store) ==== | ==== Receiving the goods (requesting store) ==== | ||
- | |||
Now, back in your store, where you created the purchase order which started this whole process off, you can view the goods received record via the **Suppliers** tab on the Navigator or via the **File > Supplier > Show goods received** menu item (or via the **File > Supplier > Show purchase orders > Goods received** tab) | Now, back in your store, where you created the purchase order which started this whole process off, you can view the goods received record via the **Suppliers** tab on the Navigator or via the **File > Supplier > Show goods received** menu item (or via the **File > Supplier > Show purchase orders > Goods received** tab) | ||
{{ : | {{ : | ||
- | Notice that on the goods received note the lines from the customer invoice will have been filled in automatically | + | Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods: |
- | + | ||
- | ===== Internal Orders (a.k.a. Request Requisitions) ===== | + | |
+ | ===== Internal orders (also known as request requisitions) ===== | ||
==== Entering an internal order ==== | ==== Entering an internal order ==== | ||
- | + | To begin the process, choose // Supplier > Show internal orders// | |
- | To begin the process, choose // Supplier > Show internal orders//, and the list of any historic internal orders | + | |
{{ : | {{ : | ||
+ | |||
+ | Click on the //Show// drop down list to filter the list. | ||
Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. The example below has a few lines already entered: | Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. The example below has a few lines already entered: | ||
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* The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first key characters and hit the //Tab// key to find matches). | * The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first key characters and hit the //Tab// key to find matches). | ||
- | * If necessary, update the //Order date// | + | * The //Order date// |
* Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | * Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | ||
- | * mSupply already knows the current stock, and will calculate the //Average monthly consumption// | + | |
- | * If adding from a master list, the cursor will instead go into the first new item' | + | * If adding a single item, the cursor will go into the //User requested quantity// cell for that item. |
- | * Either way, hitting | + | <WRAP center round important 60%> |
+ | * For each item, | ||
+ | | ||
+ | * The // | ||
+ | |||
+ | The //Max MOS// is critical to this calculation. There is an industry rule of thumb that the //Max MOS// should be set to <wrap em>3 times</ | ||
+ | </ | ||
+ | |||
+ | * Hitting | ||
* If necessary, use the **Delete line(s)** button to remove selected item lines. | * If necessary, use the **Delete line(s)** button to remove selected item lines. | ||
* The //Max MOS// field will default to the store' | * The //Max MOS// field will default to the store' | ||
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When the order is then saved, it will automatically generate a corresponding [[issuing_goods: | When the order is then saved, it will automatically generate a corresponding [[issuing_goods: | ||
- | + | \\ | |
- | // Previous: [[purchasing: | + | \\ |
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
---- | ---- | ||