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purchasing:ordering_from_one_store_to_another [2018/12/21 05:03] – [Ordering from one store to another] Craig Drown | purchasing:ordering_from_one_store_to_another [2019/10/16 17:43] – [Internal Orders (also known as Request Requisitions)] Emily Porrello | ||
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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 where the supplier is another store. | ||
- | - Use the " | ||
- | ===== 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 ==== | ||
+ | ===== Internal requisitions ===== | ||
+ | ==== 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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<WRAP center round important 60%> | <WRAP center round important 60%> | ||
- | The names of Virtual Store suppliers will appear in //RED// in the choice list of suppliers. | + | The names of suppliers |
</ | </ | ||
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{{ : | {{ : | ||
- | Once confirmed, | + | Once confirmed, it will no longer be possible to modify the purchase order lines, except for updating the expected data of delivery (EDD). |
- | ==== Processing the customer invoice | + | ==== Processing the order (supplying store) ==== |
- | Now, in the supplying store, the customer | + | For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods: |
- | Each purchase order line will have a corresponding placeholder line in the customer invoice: | + | Once each customer invoice has been **finalised**, |
- | + | ||
- | {{ : | + | |
- | + | ||
- | Now assign stock to each placeholder line in [[issuing_goods: | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | <WRAP center round important 60%> | + | |
- | When the Customer Invoice is ready, rather than just confirming the invoice (click on the button in the upper middle of the Customer Invoice window) **Finalize** the Customer Invoice by clicking the tick box on the bottom left of the Customer Invoice window, and then click on the **OK** button. | + | |
- | + | ||
- | **This is important.** | + | |
- | </ | + | |
- | + | ||
- | Once the customer invoice has been **finalised**, | + | |
==== Handling partially fulfilled orders ==== | ==== Handling partially fulfilled orders ==== | ||
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If you have unfilled lines on the customer invoice (i.e. red placeholder lines), when you finalise the customer invoice you will be asked if you want to create a new invoice with the unfilled lines. This new invoice retains the link to the purchase order that created the original customer invoice, and can be used to issue further goods to the customer. | If you have unfilled lines on the customer invoice (i.e. red placeholder lines), when you finalise the customer invoice you will be asked if you want to create a new invoice with the unfilled lines. This new invoice retains the link to the purchase order that created the original customer invoice, and can be used to issue further goods to the customer. | ||
- | Note that you can also create | + | Note that you can also create |
==== 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// or click on the //Internal orders// icon on the // | ||
- | To begin the process, choose // Supplier > Show internal orders//, and the list of any historic internal orders is displayed: | + | {{ :purchasing: |
- | {{ : | + | 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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{{ : | {{ : | ||
- | 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 ---- | ||
---- | ---- | ||