purchasing:ordering_from_one_store_to_another

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purchasing:ordering_from_one_store_to_another [2018/12/21 13:21] – Adrian Boonepurchasing:ordering_from_one_store_to_another [2019/10/22 11:49] – [Entering an internal order] Emily Porrello
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 <wrap info>Updated: Version 4.02</wrap> <wrap info>Updated: Version 4.02</wrap>
  
-====== Ordering from one store to another ====== +====== 6.04. Ordering from one store to another ======
 If you run mSupply using [[other_stuff:virtual_stores|virtual stores]] then you can place an order for goods with another store within mSupply.  If you run mSupply using [[other_stuff:virtual_stores|virtual stores]] then you can place an order for goods with another store within mSupply. 
  
 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:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile and are an easier way to place orders in another store, without having to submit a purchase order and process goods received records. 
  
-===== 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:stock_control_methods#response_requisitions|response requisition]] first. This allows you to create multiple customer invoices from the same order (e.g. when all of the requested order cannot be supplied at the same time): 
 +    - 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:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile. If you aren't already using purchase orders and goods received records in your workflow, this is a simpler and easier way to place orders in another store: 
 +    - 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:ordering_from_suppliers|creating a normal purchase order]]. There are, however, a few significant differences: For the most part, the process is the same as for [[purchasing:ordering_from_suppliers|creating a normal purchase order]]. There are, however, a few significant differences:
  
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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:stock_control_methods#response_requisitions|response requisition]] in the supplying store (with your store's name in the //Name// field). This allows the supplying store to create multiple customer invoices to supply the order (and hence to better handle partially fulfilled orders). For older versions of mSupply, it will create only a single [[issuing_goods:stock_control_methods#creating_the_customer_invoice|customer invoice]]. For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods:stock_control_methods#response_requisitions|response requisition]] in the supplying store (with your store's name in the //Name// field). This allows the supplying store to create multiple customer invoices to supply the order (and hence to better handle partially fulfilled orders). For older versions of mSupply, it will create only a single [[issuing_goods:stock_control_methods#creating_the_customer_invoice|customer invoice]].
  
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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)
  
 {{ :purchasing:purchase_order_goods_received.png?600 |}} {{ :purchasing:purchase_order_goods_received.png?600 |}}
  
-Notice that on the goods received note the lines from the customer invoice will have been filled in automatically (and the purchase order lines updated with the stock received). Process the goods received note in [[receiving_goods:goods_receipts|the normal way]] and note that, as with all other goods received, the goods are not added to your store's stock and available for issue until the goods received note has been finalised and the resulting supplier invoice confirmed. +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:goods_receipts|the normal way]] and note that, as with all other goods received, the goods are not added to your store's stock and available for issue until the goods received note has been finalised and the resulting supplier invoice confirmed. Note that, from mSupply v3.85, the original purchase order lines will only be updated with the stock received when the goods received note has been finalised.
- +
-===== 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 //Suppliers// tab of the Navigator. The following window will open, showing you a list of all historic internal orders:
  
-To begin the process, choose // Supplier > Show internal orders//, and the list of any historic internal orders is displayed:+{{ :purchasing:internal_order_list.jpg.?650 }}
  
-{{ :purchasing:internal_order_list.jpg.?650 }}+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:stock_control_methods#response_requisitions|response requisition]] in the supplying store. From there, one or more customer invoices can be raised in the supplying store which, when finalised, appear as supplier invoices back in the requesting store in the same way as regular [[issuing_goods:transferring_goods_to_another_store|stock transfers]]. When the order is then saved, it will automatically generate a corresponding [[issuing_goods:stock_control_methods#response_requisitions|response requisition]] in the supplying store. From there, one or more customer invoices can be raised in the supplying store which, when finalised, appear as supplier invoices back in the requesting store in the same way as regular [[issuing_goods:transferring_goods_to_another_store|stock transfers]].
- +\\ 
-// Previous: [[purchasing:show_po_categories|Purchase Order categories.]]     Next: [[receiving_goods:supplier_invoices|Receiving Goods - a Supplier Invoice]]//+\\ 
 +|  //  Previous:  **[[purchasing:show_po_categories|6.03. Purchase order categories]]** | | Next: **[[purchasing:purchasing_from_multiple_store|6.05. Ordering from multiple stores]]** //  |
 ---- struct data ---- ---- struct data ----
 ---- ----
  
  • Last modified: 2023/09/30 01:51
  • by Mark Glover