purchasing:ordering_from_one_store_to_another

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purchasing:ordering_from_one_store_to_another [2021/08/27 03:42] – [6.04. Ordering from one store to another] Mark Gloverpurchasing:ordering_from_one_store_to_another [2026/01/05 11:08] (current) – [Entering an internal order] Gary Willetts
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-====== 6.04. Ordering from one store to another ======+====== 6.04. Ordering from one store to another (internal orders) ======
 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 [[purchasing:ordering_from_one_store_to_another#purchase_orders|Purchase Orders]].  This method was the 'original' method, and is not recommended.+  * Create [[purchasing:ordering_from_one_store_to_another#purchase_orders|Purchase Orders]].  This method was the 'original' method, and is not recommended. In fact, from mSupply v7.0 this method has been removed.
   * The recommended (since mSupply v4.01) method is [[purchasing:ordering_from_one_store_to_another#internal_orders_also_known_as_request_requisitions|Internal Orders]].  <WRAP center round tip 60%>   * The recommended (since mSupply v4.01) method is [[purchasing:ordering_from_one_store_to_another#internal_orders_also_known_as_request_requisitions|Internal Orders]].  <WRAP center round tip 60%>
 Internal orders  are the desktop equivalent of [[mobile:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile. Internal orders  are the desktop equivalent of [[mobile:user_guide2#supplier_requisitions|supplier requisitions]] in mSupply mobile.
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 ===== Internal Orders  ===== ===== Internal Orders  =====
-Internal Orders are also known as supplier requisitions or request requisitions.+Internal Orders are also known as request requisitions or supplier requisitions.
  
 ==== Entering an internal order ==== ==== Entering an internal order ====
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 {{ :purchasing:int_order_navigator.png?600 |}} {{ :purchasing:int_order_navigator.png?600 |}}
  
-The following window will open, showing you a list of all historic internal orders.  Click on the //Show// drop down list to filter the list by the status of the internal orders.+The following window will open, showing you a list of all existing internal orders:
  
 {{ :purchasing:internal_order_list.png?600 |}} {{ :purchasing:internal_order_list.png?600 |}}
  
-Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. +  * **Show** drop down list: Set top //Past 30 days// by default, which will display all internal orders created in the last 30 days. You can select other options to display All of them or those created in certain time periods or with certain statuses. 
 +  * **Type here to search** field: If the list of requisitions is long you can type something in this field to display only requisitions in the list with a supplier name, comment, program or requisition number which contain what you have typed.
  
-If you have activated [[items:programs|programs]] in mSupply see the //Programs// heading below +Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. The new internal order window will open. The example below has a few lines already entered: (**Note:** if you have activated [[items:programs|programs]] in mSupply see you will see a program selection window as shown in the [[purchasing:ordering_from_one_store_to_another#programs|Programs]] section below)
- +
-The example below has a few lines already entered:+
  
 {{ :purchasing:internal_order_edit.jpg.?650 }} {{ :purchasing:internal_order_edit.jpg.?650 }}
  
-  * 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 few characters and hit the //Tab// key to find matches).+  * The //Name// will default to the [[names:adding_and_editing#supplying_store|supplying store]] for the current store, but any other //visible// store in the data file can be selected in the usual way (i.e. enter the first few characters and hit the //Tab// key to find matches).
   * The //Order date// defaults to the current date.  You can change it.    * The //Order date// defaults to the current date.  You can change it. 
   * 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's master list which are not there already.   * 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's master list which are not there already.
     * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell.     * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell.
-    * If adding a single item, the cursor will go into the //User requested quantity// cell for that item.+    * If adding a single item, the cursor will go into the //User requested quantity// cell for that item when it has been added. When you click on the **New line** button, this window opens:{{ :purchasing:pasted:20201124-032451.png?450 }} 
 +      *  **Item:** Type the first few characters of the item's name and press the //Tab// key on the keyboard to select the item from a list of items whose name or code begins with what you typed. 
 +      * **User requested:** The quantity of units of the item the customer is requesting. 
 +      * **Comment:** Any comment you want the supplier to see for this item. 
 +      * Click on the **OK** button to add the line to the requisition, click the **OK & Next** button to add this line and empty the window so you can add another item right away or click the **Cancel** button to close the window without adding the current item to the requisition.
  
-{{  :purchasing:pasted:20201124-032451.png  }} 
 <WRAP center round info> <WRAP center round info>
   * For each item,   * For each item,
     * mSupply already knows //Our stock on hand//     * mSupply already knows //Our stock on hand//
     * mSupply calculates the //Average monthly consumption// based on what the store has issued over the last 12 months (or less if the store hasn't been operating that long).     * mSupply calculates the //Average monthly consumption// based on what the store has issued over the last 12 months (or less if the store hasn't been operating that long).
-    * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption//, assuming that continues.+    * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// (this is therefore the months of stock at the current rate of consumption).
     * The //Calculated quantity// is then worked out by multiplying the //Average monthly consumption// by the //Max MOS// (maximum months of stock), and then subtracting //Our stock on hand//.  If the resulting value is negative, a value of ''0'' will be displayed.     * The //Calculated quantity// is then worked out by multiplying the //Average monthly consumption// by the //Max MOS// (maximum months of stock), and then subtracting //Our stock on hand//.  If the resulting value is negative, a value of ''0'' will be displayed.
  
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 {{ :purchasing:internal_order_edit_threshold.jpg.?650 }} {{ :purchasing:internal_order_edit_threshold.jpg.?650 }}
 +
 +If you have set up requisition categories (see the [[issuing_goods:stock_control_methods#requisition_categories|8.07. Stock control methods for your customers (requisitions)]] page for details) then a **Category** drop-down list will be visible just to the right of the //Max MOS// field and you will be able to select a category for this internal order.
  
 Once you are satisfied, tick the //Finalise// checkbox. This will prevent further editing, and automatically delete any lines which have a requested quantity of zero.  Once you are satisfied, tick the //Finalise// checkbox. This will prevent further editing, and automatically delete any lines which have a requested quantity of zero. 
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 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:
  
-  * In the //Name// field of the purchase order, enter the name of the store which will supply your goods.+  * In the //Name// field of the purchase order, enter the name of the **store** which will supply your goods.
  
 <WRAP center round important 90%> <WRAP center round important 90%>
 The names of suppliers which are stores will appear in //RED// in the choice list of suppliers.  If the name of the store you select as a supplier is //BLACK//, then you have not chosen another store as a supplier (you will be creating a standard purchase order not an internal requisition), and the instructions in the remainder of this section do not apply. The names of suppliers which are stores will appear in //RED// in the choice list of suppliers.  If the name of the store you select as a supplier is //BLACK//, then you have not chosen another store as a supplier (you will be creating a standard purchase order not an internal requisition), and the instructions in the remainder of this section do not apply.
 +
 +**Note:** From mSupply v7.0 this method of ordering from another store has been removed. Store names have been filtered out of the name selection so it is not possible to send an internal requisition to another store this way.
 </WRAP> </WRAP>
  
  • Last modified: 2021/08/27 03:42
  • by Mark Glover