purchasing:purchasing_from_multiple_store

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
purchasing:purchasing_from_multiple_store [2020/03/05 04:29] – [Editing a new purchase order] Mark Gloverpurchasing:purchasing_from_multiple_store [2023/01/16 22:23] (current) – [Creating a new purchase order] Mark Glover
Line 1: Line 1:
 {{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.
Line 18: Line 19:
   - 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]]
  
  
Line 31: Line 32:
  
 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.
Line 57: Line 58:
 ===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.
  
-===Viewing multi-store POs=== +===Viewing multi-store POs when logged in to the receiving stores=== 
-Multi-store purchase orders can be identified by an asterisk after the supplier name in the purchase order display list. +When logged in to the receiving stores, multi-store purchase orders can be identified by an asterisk (''*'') after the supplier name in the purchase order display list. 
  
 {{ :purchasing:multistorepurchasingdisplay.png |}}  {{ :purchasing:multistorepurchasingdisplay.png |}} 
  
-A multi-store purchase order appears in the purchase order list of each store for which goods have been ordered. When viewed in a particular store, only the lines that belong to that store will be displayed. The screenshot below shows an example: +  * A multi-store purchase order appears in the purchase order list of each store for which goods have been ordered. 
 +  * 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 unless you are 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.
  
 ===Goods receipt=== ===Goods receipt===
-Good receipt will function as normal (see the link to Goods Receipt [[ http://docs.msupply.org.nz/receiving_goods:goods_receipts| here]]) but only the lines pertaining to the store you are currently logged in will be available.+Good receipting will function as normal (refer [[receiving_goods:goods_receipts|Goods receipts]]) but only the lines pertaining to the store you are currently logged in to will be available.
 \\ \\
 \\ \\
Line 92: Line 94:
  
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/03/05 04:29
  • by Mark Glover