receiving_goods:donors

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receiving_goods:donors [2017/09/12 15:20] – [Donors and the Purchase Order] Gary Willettsreceiving_goods:donors [2023/07/28 03:16] (current) – [What / who is a donor?] Mark Glover
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-====== Managing donors ====== +====== 7.06. Managing donors ====== 
- +===== What / who is a donor? =====
- +
- +
- +
-===== What/Who is a Donor? =====+
 In mSupply, we have the idea of a '//name//'.  A name can be a customer, a supplier, a patient, ... or a donor. In mSupply, we have the idea of a '//name//'.  A name can be a customer, a supplier, a patient, ... or a donor.
  
-A donor is the organisation that has either paid for, or somehow managed the supply of certain items.+A donor is normally the name of the organisation that has paid for, or somehow managed, the supply of certain stocklines.
  
 <WRAP center round important 60%> <WRAP center round important 60%>
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 For example, GlobalFund might agree to supply certain malaria medicines, and then contract a supplier to deliver them to you. mSupply allows you to record this accurately, and to track and report on all the stock and transactions relating to those medicines donated by GlobalFund. For example, GlobalFund might agree to supply certain malaria medicines, and then contract a supplier to deliver them to you. mSupply allows you to record this accurately, and to track and report on all the stock and transactions relating to those medicines donated by GlobalFund.
  
-===== Using the Donor Module =====+<WRAP center round tip 60%> 
 +The Donor feature was designed for the purposes of tracking and reporting on stock that has been funded by a donor.  However, the feature can be used for more than just tracking donors.  For example, In many countries that use mSupply, most medical supplies are supplied free-of-charge to the health facility by a government agency.  But if the government agency has not supplied stock, the facility might decide to procure the stock 'privately'.  The facility management will often want to keep track and report on this privately procured stock.  The donor feature can be used for this purpose.  The 'donor' name for this purpose might be called ''Privately procured''. 
 +</WRAP> 
 + 
 +===== Using the donor module =====
  
 To use the donor module, you must first turn it on: To use the donor module, you must first turn it on:
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 Once you have done this you can add donors and track stock by donor. Once you have done this you can add donors and track stock by donor.
  
-===== Adding or Editing Donors =====+===== Adding or editing donors =====
  
 To add or edit a donor you should first bring up the list of donors. Do this from the Navigator: To add or edit a donor you should first bring up the list of donors. Do this from the Navigator:
  
-  * Go to the **Suppliers** tab > **Show Suppliers** and check the box beside **Donors** so that the list shows donors rather than suppliers. Click **Find**.  This will bring up a new window showing any donors you have added+  * Go to the **Suppliers** tab > **Show Suppliers** and check the box beside **Donors** so that the list shows donors rather than suppliers.{{ :receiving_goods:pasted:20210203-205016.png?400 }}   
 +  * Click **Find**.  This will bring up a new window showing any donors that have been added to mSupply in your system
   * You can edit a donor by double-clicking on it.   * You can edit a donor by double-clicking on it.
   * You can add donors using the **New** tool bar at the top of the window.  This will bring up a window like this:   * You can add donors using the **New** tool bar at the top of the window.  This will bring up a window like this:
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   * Now add your donor details and click **OK**.   * Now add your donor details and click **OK**.
  
-===== Track a Donor in mSupply =====+===== Track a donor in mSupply =====
  
-==== Donors and the Purchase Order ====+==== Donors and the purchase order ====
   * Create a Purchase Order in one of the usual ways - refer [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]].   * Create a Purchase Order in one of the usual ways - refer [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]].
   * With donor tracking turned on, the Donor field will appear in the window - see below. The value you enter here will be tracked from this point on through to receipt, stock transfers and dispatch.   * With donor tracking turned on, the Donor field will appear in the window - see below. The value you enter here will be tracked from this point on through to receipt, stock transfers and dispatch.
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   * Add your Item line(s), check your order is correct and click the **Confirm** button to make the order available for Goods Receipt in the normal way - see [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]] for more details.   * Add your Item line(s), check your order is correct and click the **Confirm** button to make the order available for Goods Receipt in the normal way - see [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]] for more details.
  
-==== Donors and the Goods Receipt function ==== +==== Donors and the goods receipt function ==== 
- +Receive goods in the usual way - see [[receiving_goods:goods_receipts|Receiving goods (Goods Receipt function)]]. The only difference is that the Donor's name is now present in the Donor field:
-Receive goods in the usual way - refer [[receiving_goods:goods_receipts|Receiving goods (Goods Receipt function)]].  The only difference is that the Donor's name is now present in the Donor field - see below.+
  
 {{ 4_donor_GR.png?650 }} {{ 4_donor_GR.png?650 }}
  
-==== Donors and the Supplier Invoice ==== +==== Donors and the supplier invoice ==== 
-  * Clicking **Finalise** on the Goods Receipt generates the Supplier Invoice in the usual way - refer [[receiving_goods:supplier_invoices|Receiving Goods - a Supplier Invoice]].  Note that you can see the donor identified in the Purchase Order in the **Default donor** field.+  * Clicking **Finalise** on the Goods Receipt generates the Supplier Invoice in the usual way (see [[receiving_goods:supplier_invoices|Receiving Goods - a Supplier Invoice]]).  Note that you can see the donor identified in the Purchase Order in the **Default donor** field:
  
 {{ 5_donor_SI.png?650 }} {{ 5_donor_SI.png?650 }}
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 {{ :receiving_goods:donor_default_donor.jpg |}} {{ :receiving_goods:donor_default_donor.jpg |}}
  
-=== Changing the donor for a particular stock line === +=== Changing the donor for a particular supplier invoice line ===
   * There may be circumstances when delivered stock may be from a mix of donated and non-donated, or from different donors.  You can change the donor for any stock line on a supplier invoice when editing the details of the stock line (double-click on the stock line).   * There may be circumstances when delivered stock may be from a mix of donated and non-donated, or from different donors.  You can change the donor for any stock line on a supplier invoice when editing the details of the stock line (double-click on the stock line).
  
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   * "Assign this donor to all lines": all lines will be updated with the newly selected donor.   * "Assign this donor to all lines": all lines will be updated with the newly selected donor.
  
-==== Donors and the Customer Invoice =====+==== Donors and the customer invoice =====
  
-Customer Invoices, including stock transfers for donated goods are created in the usual way - refer [[issuing_goods:issuing_goods_customer_invoice|Issuing Goods to a Customer (Customer Invoices)]].+Customer invoices, including stock transfers for donated goods are created in the usual way - refer [[issuing_goods:issuing_goods_customer_invoice|Issuing Goods to a Customer (Customer Invoices)]].
  
   * They key thing to note is that when selecting from the stock lines to add to the Customer Invoice, the donated stock lines can be distinguished from the other stock lines by the donor name in the **Donor** column - see below:   * They key thing to note is that when selecting from the stock lines to add to the Customer Invoice, the donated stock lines can be distinguished from the other stock lines by the donor name in the **Donor** column - see below:
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 <WRAP center round important 60%> <WRAP center round important 60%>
-mSupply will still suggest a stock line according to its selection criteria (primarily, FEFO).  You will need to manually select the donated stock line if it is not the first expiring!+mSupply will always suggest stock lines according to selection criteria (primarily, FEFO).  If you want to overide this: 
 +  * If a donated stock line is **not** the first expiring and you **do** want to issue it, you will need to manually select it. 
 +  * If a donated stock line **is** the first expiring and you **don't** want to issue it, you will need to manually **de-**select it.
 </WRAP> </WRAP>
  
  
-// Previous: [[show_outstanding_purchase_order_lines|Outstanding Purchase Order]]     Next: [[:issuing_goods:issuing_goods_customer_invoice|Issuing goods]]//+===== Reporting ===== 
 +Obviously, one of the points of entering all this donor information is to be able to report on it. When the donor tracking preference has been turned on, many of the stock based report filters in mSupply will have an additional donor filter added to them. Simply enter the donor filter settings you need, as appropriate, to filter the reports accordingly. 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[receiving_goods:custom_stock_fields|7.05. Custom stock fields]]** | | Next: **[[issuing_goods:|8. Issuing Goods]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2017/09/12 15:20
  • by Gary Willetts