purchasing:purchasing_from_multiple_store

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purchasing:purchasing_from_multiple_store [2020/03/05 04:34] – [Goods receipt] Mark Gloverpurchasing:purchasing_from_multiple_store [2023/01/16 22:23] (current) – [Creating a new purchase order] Mark Glover
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 {{indexmenu_n>50}} {{indexmenu_n>50}}
-======6.05. Ordering from multiple suppliers=======+{{tag>Status:NeedsReview}} 
 +======6.05. Multi-store Purchase Orders =======
 The multi-store purchase order will enable you to create a purchase order that includes lines for many stores at once. The multi-store purchase order will enable you to create a purchase order that includes lines for many stores at once.
  
  
 =====Limitations===== =====Limitations=====
-   * You can only create a multi-store purchase order in supervisor mode.+   * You can only create a multi-store purchase order when logged in to the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]] store.
    * You can only create a multi-store purchase order as a blank purchase order. You cannot create a calculated multi-store purchase order (yet;-)).    * You can only create a multi-store purchase order as a blank purchase order. You cannot create a calculated multi-store purchase order (yet;-)).
    * You cannot use multi-store purchase orders to order from another store in the mSupply system.    * You cannot use multi-store purchase orders to order from another store in the mSupply system.
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   - Add a new line that looks like this (be VERY careful to get the spelling of ''canBeIncludedInMultiStorePOs'' correct.  It is case sensitive):   - Add a new line that looks like this (be VERY careful to get the spelling of ''canBeIncludedInMultiStorePOs'' correct.  It is case sensitive):
  
-{{ :multistorepurchasingsetup.png |}}+{{ :purchasing:purchasing_from_multiple_store:multistorepurchasingsetup.png |}}
  
 ====How it works==== ====How it works====
 ===Permissions=== ===Permissions===
 To be able to create a multi-store purchase order the user must have permissions to: To be able to create a multi-store purchase order the user must have permissions to:
-  * Log in to [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]]  +  * Log in to the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]] 'store' 
-  * Create a purchase order in **Supervisor - All stores** - refer [[admin:managing_users#permissions_tabs|The permission tabs]]+  * Create a purchase order in the **Supervisor - All stores** 'store' - refer [[admin:managing_users#permissions_tabs|The permission tabs]]
  
  
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 To create a new multi-store purchase order To create a new multi-store purchase order
-  - login to [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]]+  - login to the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]] 'store'.
   - Choose **Supplier > New blank Purchase Order**.   - Choose **Supplier > New blank Purchase Order**.
   - Enter in PO general details as usual.  As with a normal purchase order, only one supplier can be chosen, but for multi-store purchase orders this supplier cannot be an mSupply store in your system.   - Enter in PO general details as usual.  As with a normal purchase order, only one supplier can be chosen, but for multi-store purchase orders this supplier cannot be an mSupply store in your system.
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 ===Editing a new purchase order=== ===Editing a new purchase order===
 To edit a multi-store purchase order line To edit a multi-store purchase order line
-  - login to [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]]+  - login to the [[other_stuff:misc_topics#supervisor_mode_-_all_stores|Supervisor - All stores]] 'store'.
   - Open the purchase order   - Open the purchase order
-  - Double-click on the line you want to edit.  All the lines pertaining to the same item will be loaded.+  - Double-click on the line you want to edit.  All the lines pertaining to that item will be loaded.
  
 Here’s an example of a multi-store purchase order opened in supervisor mode: Here’s an example of a multi-store purchase order opened in supervisor mode:
  
-{{ :multistorepurchaseorderedit.png |}} +{{ :purchasing:purchasing_from_multiple_store:multistorepurchaseorderedit.png |}} 
  
-If you click on the first line of the “Acryliser, Electric”, all five stores’ order lines for that item will be loaded.+If you double-click on the first line of the “Acryliser, Electric” item, all five stores’ order lines for that item will be loaded.
  
 {{ :purchasing:multistorepurchaseorderlinesedit.png |}}  {{ :purchasing:multistorepurchaseorderlinesedit.png |}} 
  
   * You can change the pack size, the price, the discount and the requested and expected delivery dates.   * You can change the pack size, the price, the discount and the requested and expected delivery dates.
-  * If you put 0 as the number of packs for a line that had previously contained a quantity, this line will be deleted when the user clicks the OK or OK & Next button.+  * If you put ''0'' as the number of packs for a line that had previously contained a quantity, this line will be deleted when the user clicks the **OK** or **OK & Next** button.
  
 As with normal purchase orders, when a purchase order has been confirmed it is no longer possible to go back and edit the order lines. As with normal purchase orders, when a purchase order has been confirmed it is no longer possible to go back and edit the order lines.
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   * When viewed in a particular store, only the lines that belong to that store will be displayed - see example:    * When viewed in a particular store, only the lines that belong to that store will be displayed - see example: 
  
-{{ :multistorepurchasinglinesdislay.png |}} +{{ :purchasing:purchasing_from_multiple_store:multistorepurchasinglinesdislay.png |}} 
  
 Furthermore, the displayed lines will not be editable.  To edit the lines, you will need to accessing it in supervisor mode. Furthermore, the displayed lines will not be editable.  To edit the lines, you will need to accessing it in supervisor mode.
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 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/03/05 04:34
  • by Mark Glover