purchasing:ordering_from_one_store_to_another

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purchasing:ordering_from_one_store_to_another [2023/01/26 15:47] – [Using a purchase order to order from another store] Gary Willettspurchasing:ordering_from_one_store_to_another [2026/01/05 11:08] (current) – [Entering an internal order] Gary Willetts
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 {{tag>Status:NeedsUpdate}} {{tag>Status:NeedsUpdate}}
  
-====== 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. 
  
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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:internal_order_list.png?600 |}} {{ :purchasing:internal_order_list.png?600 |}}
  
-Click on the //Show// drop down list to filter the list by the status of the internal orders:+  * **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.
  
-{{ :purchasing:screenshot_2022-02-03_at_11.01.17.png?400 |}} +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)
- +
-After filtering this way, if the list is too long to find a particular internal order you are interested in then you can type something in the Search field. If you type anything in the Search field, only requisitions with a supplier name, requisition number, program or comment that contain what you typed will be displayed. +
- +
-Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one.  +
- +
-If you have activated [[items:programs|programs]] in mSupply see the //Programs// heading 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.
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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. 
  • Last modified: 2023/01/26 15:47
  • by Gary Willetts