purchasing:ordering_from_one_store_to_another

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purchasing:ordering_from_one_store_to_another [2021/10/18 12:10] – [Entering an internal order] Gary Willettspurchasing:ordering_from_one_store_to_another [2024/07/30 16:07] (current) – Gary Willetts
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 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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 {{ :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 |}}
 +
 +  * **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 ot 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.
  
 Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one.  Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. 
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 {{ :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.
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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: 2021/10/18 12:10
  • by Gary Willetts