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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 [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 (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 ==== | ||
+ | ===== 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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==== 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// 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 ---- | ||
---- | ---- | ||